| # | Fund | Value | Shares | Change | Filing |
|---|---|---|---|---|---|
| 1 | VANGUARD CAPITAL MANAGEMENT LLC | $138.5M | 543.6K | NEW | Q1 2026 |
| 2 | STATE STREET CORP | $127.0M | 498.4K | ADDED | Q1 2026 |
| 3 | Bridgewater Associates, LP | $296K | 1.8K | NEW | Q2 2024 |
| 4 | CITADEL ADVISORS LLC | $280K | 1.1K | NEW | Q1 2026 |
| 5 | Gotham Asset Management, LLC | $242K | 949 | REDUCED | Q1 2026 |
| 6 | Point72 Asset Management, L.P. | $108K | 744 | ADDED | Q3 2023 |
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Jun 1, 2026 | CHORMAN THOMAS E | Director | Sell (S) | 50 | $14K |
| Company | Co-held by | Combined value |
|---|---|---|
| NVIDIA CORPORATIONNVDA | 3 funds | $177.3B |
| APPLE INCAAPL | 3 funds | $154.9B |
| MICROSOFT CORPMSFT | 3 funds | $114.6B |
| AMAZON COM INCAMZN | 3 funds | $83.2B |
| ALPHABET INCGOOGL | 3 funds | $66.0B |
| BROADCOM INCAVGO | 3 funds | $60.3B |
| ALPHABET INCGOOG | 3 funds | $54.0B |
| META PLATFORMS INCMETA | 3 funds | $51.8B |
| TESLA INCTSLA | 3 funds | $43.5B |
| JPMORGAN CHASE & COJPM | 3 funds | $37.3B |
| EXXON MOBIL CORPXOM | 3 funds | $36.6B |
| BERKSHIRE HATHAWAY INC DELBRK/B | 3 funds | $36.1B |
Ranked by how many of SXI'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 + the live filing stream, joined for SXI. Public domain, sourced to SEC EDGAR. Every panel above is one call to the Arkolith API & MCP server.