Among active 13F managers last quarter, 3 opened and 10 added, while 8 reduced; the largest holder to move was First Eagle Investment Management, LLC (+23%). No open-market insider trades in the last 180 days.
Funds lean in and no leg opposes.
72 tracked 13F filers disclose a position in STRW as of the latest SEC 13F filings, a combined $48.4M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 650K | $8.9M | ▲+17% Added · +94K sh | Q2 2026 | |
| 2 | First Eagle Investment Management, LLC | 405K | $5.6M | ▲+23% Added · +75K sh | Q2 2026 | |
| 3 | Diamond Hill Capital Management, LLC (Investment Advisor) | 349K | $4.8M | ▲+5.5% Added · +18K sh | Q2 2026 | |
| 4 | Vanguard Capital Management LLC | 310K | $4.3M | ▲+2.4% Added · +7K sh | Q2 2026 | |
| 5 | State of New Jersey Common Pension Fund D | 208K | $2.9M | ▲+5.0% Added · +10K sh | Q2 2026 | |
| 6 | Geode Capital Management, LLC | 195K | $2.7M | ▲+11% Added · +20K sh | Q2 2026 | |
| 7 | State Street Corp | 169K | $2.3M | ▲+1.1% Added · +2K sh | Q2 2026 | |
| 8 | Gabelli Funds LLC | 144K | $1.7M | —Held | Q1 2026 | |
| 9 | Two Sigma Investments, LP | 131K | $1.6M | ▲+96% Added · +64K sh | Q1 2026 | |
| 10 | White Pine Capital LLC | 129K | $1.8M | ▼−3.0% Reduced · −4K sh | Q2 2026 | |
| 11 | Uniplan Investment Counsel, Inc. | 128K | $1.8M | ▲+2.3% Added · +3K sh | Q2 2026 | |
| 12 | Alyeska Investment Group, L.P. | 100K | $1.4M | —Held | Q2 2026 | |
| 13 | Ameriprise Financial Inc | 78K | $923K | ▼−0.5% Reduced · −410 sh | Q1 2026 | |
| 14 | Marshall Wace, LLP | 62K | $732K | ▲+40% Added · +17K sh | Q1 2026 | |
| 15 | Northern Trust Corp | 56K | $671K | ▲+9.0% Added · +5K sh | Q1 2026 | |
| 16 | Vanguard Portfolio Management LLC | 56K | $773K | ▲+24% Added · +11K sh | Q2 2026 | |
| 17 | Lazard Asset Management LLC | 55K | $659K | ▲+181% Added · +36K sh | Q1 2026 | |
| 18 | Vanguard Fiduciary Trust Co | 53K | $731K | ▲+2.4% Added · +1K sh | Q2 2026 | |
| 19 | Dimensional Fund Advisors LP | 38K | $454K | ▲+26% Added · +8K sh | Q1 2026 | |
| 20 | Gamco Investors, Inc. Et Al | 31K | $372K | ▲+1.9% Added · +578 sh | Q1 2026 | |
| 21 | Vident Advisory, LLC | 27K | $373K | —Held | Q2 2026 | |
| 22 | UBS Group AG | 26K | $304K | ▲+91% Added · +12K sh | Q1 2026 | |
| 23 | Morgan Stanley | 23K | $268K | ▼−10.0% Reduced · −3K sh | Q1 2026 | |
| 24 | Hillsdale Investment Management Inc. | 22K | $262K | —Held | Q1 2026 | |
| 25 | Goldman Sachs Group Inc | 18K | $219K | ▲New +18K sh | Q1 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 3 funds opened a new position in STRW and 10 added to an existing one, while 8 reduced. Based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Their position there |
|---|---|---|
| Alphabet Inc-CL AGOOGL | 30 funds | $18.0B |
| Salesforce IncCRM | 29 funds | $3.7B |
| Microsoft CorpMSFT | 28 funds | $29.0B |
| Amazon.com IncAMZN | 27 funds | $22.8B |
| Meta Platforms Inc-Class AMETA | 27 funds | $13.5B |
| Eli Lilly & CoLLY | 27 funds | $8.2B |
| Visa Inc-Class A SharesV | 27 funds | $4.9B |
| General ElectricGE | 27 funds | $3.3B |
| Citigroup IncC | 27 funds | $3.1B |
| Colgate-Palmolive CoCL | 27 funds | $1.9B |
| Nvidia CorpNVDA | 26 funds | $42.3B |
| Apple IncAAPL | 26 funds | $35.1B |
Ranked by how many of STRW's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in STRW.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Mar 18, 2026 | Gertz Stanford | Director | Buy (P) | 1K | $17K |
| Mar 13, 2026 | Gertz Stanford | Director | Buy (P) | 392 | $5K |
| Jan 16, 2026 | Flamion Greg Curtis | Chief Financial Officer | Buy (P) | 1K | $19K |
| Jan 16, 2026 | Bajtner Jeffrey | Chief Investment Officer | Buy (P) | 1K | $19K |
| Aug 25, 2025 | Gubin Moishe | CEO, Director | Buy (P) | 200 | $2K |
| Jul 21, 2025 | Gubin Moishe | CEO, Director | Buy (P) | 1K | $10K |
| Jul 8, 2025 | Levine Jack | Director | Buy (P) | 10K | $99K |
| Jun 12, 2025 | Gubin Moishe | CEO, Director | Buy (P) | 172 | $2K |
| Jun 11, 2025 | Gubin Moishe | CEO, Director | Buy (P) | 200 | $2K |
| Jun 10, 2025 | Gubin Moishe | CEO, Director | Buy (P) | 228 | $2K |
| Jun 9, 2025 | Gubin Moishe | CEO, Director | Buy (P) | 1K | $13K |
| May 27, 2025 | Blisko Michael | Director | Buy (P) | 20K | $192K |
Where institutional funds (13F), corporate insiders (Form 4) and US House members (STOCK Act) are buying or selling the same name in the same window. Green is buying, red is selling.
Insiders and Congress: last 180 days. Funds: latest 13F, top 100 holders incl. passive
| Source | Buying | Selling | Net |
|---|---|---|---|
13F funds Top 100 holders by value, passive included; the hero counts active managers only | 35 | 15 | – |
Insiders Form 4 open-market | 0 | 0 | $0 |
US House STOCK Act trades | 0 | 0 | $0 |
Capital Rotation reports where institutional capital disclosed rotating, as of the latest public SEC 13F filings. It is data, not investment advice, a recommendation, or a prediction. Filings lag about 45 days and cover long US equity positions only. Past disclosed flows do not indicate future prices. Do your own research; consult a licensed advisor.
Connected entities for STRW
This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/STRW/capital-change-brief"
Use Arkolith's capital_change_brief for STRW. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for STRW. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.