| # | Fund | Position value | Shares | Last move | As of |
|---|---|---|---|---|---|
| 1 | Trexquant Investment LP | $810K | 91.7K | Added | Q1 2026 |
| 2 | CSS LLC/IL | $619K | 70.0K | Reduced | Q1 2026 |
| 3 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | $615K | 69.6K | Held | Q1 2026 |
| 4 | STATE STREET CORP | $338K | 38.3K | Held | Q1 2026 |
| 5 | CITADEL ADVISORS LLC | $152K | 17.2K | Reduced | Q1 2026 |
| 6 | Centiva Capital, LP | $132K | 15.0K | New | Q1 2026 |
| 7 | GROUP ONE TRADING LLC | $45K | 5.0K | Added | Q1 2026 |
| 8 | Steward Partners Investment Advisory, LLC | $22K | 2.5K | New | Q1 2026 |
| 9 | IFP Advisors, Inc | $13K | 1.5K | New | Q1 2026 |
| 10 | Rockefeller Capital Management L.P. | $6K | 407 | New | Q4 2025 |
| 11 | CWM, LLC | $2K | 246 | Reduced | Q1 2026 |
| 12 | GAMMA Investing LLC | $2K | 202 | Reduced | Q1 2026 |
| 13 | Federation des caisses Desjardins du Quebec | $2K | 199 | Held | Q1 2026 |
| 14 | SBI Securities Co., Ltd. | $1K | 148 | Reduced | Q1 2026 |
| 15 | NISA INVESTMENT ADVISORS, LLC | $442 | 50 | Held | Q1 2026 |
| 16 | MAI Capital Management | $328 | 37 | Held | Q1 2026 |
| 17 | Wilmington Savings Fund Society, FSB | $309 | 35 | Held | Q1 2026 |
| 18 | HM PAYSON & CO | $221 | 25 | Held | Q1 2026 |
| 19 | Sound Income Strategies, LLC | $44 | 5 | Held | Q1 2026 |
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Jun 3, 2026 | TYSON LAURA D | Director | acquired (A) | 12.2K | $0 |
| Jun 3, 2026 | Daley Adam | Director | acquired (A) | 12.2K | $0 |
| Jun 3, 2026 | Tammineedi Anil | Director | acquired (A) | 12.2K | $0 |
| Jun 3, 2026 | Shivram Krishna | Director | acquired (A) | 12.2K | $0 |
| Jun 3, 2026 | BUZBY DAVID S | Director | acquired (A) | 12.2K | $0 |
| Jun 3, 2026 | Birns Ira M | Director | acquired (A) | 12.2K | $0 |
| Jun 3, 2026 | Guruswamy Vasudevan | Director | acquired (A) | 12.2K | $0 |
| Company | Co-held by | Combined value |
|---|---|---|
| Microsoft CorpMSFT | 18 funds | $119.4B |
| Amazon Com IncAMZN | 18 funds | $85.4B |
| Alphabet AGOOGL | 18 funds | $68.9B |
| Broadcom LtdAVGO | 18 funds | $62.2B |
| Meta Platforms Inc AMETA | 18 funds | $52.9B |
| Tesla IncTSLA | 18 funds | $43.8B |
| JPMorgan Chase & CoJPM | 18 funds | $38.8B |
| Eli Lilly & CoLLY | 18 funds | $34.1B |
| Chevron CorpCVX | 18 funds | $32.5B |
| Visa Inc AV | 18 funds | $26.3B |
| Costco Wholesale CorpCOST | 18 funds | $19.1B |
| RTX CorpRTX | 18 funds | $18.5B |
Ranked by how many of STEM's institutional holders also hold each name — a cross-fund conviction signal. Via the MCP server (ticker.co_held).
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for STEM. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes. Every panel above is one call to the Arkolith API & MCP server.