| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | $328.4M | 6.1M | ▼−2.5% Reduced · −159K sh | Q1 2026 | |
| 2 | STATE STREET CORP | $149.5M | 2.8M | ▲+5.5% Added · +147K sh | Q1 2026 | |
| 3 | AMERICAN CENTURY COMPANIES INC | $142.3M | 2.6M | ▼−0.4% Reduced · −10K sh | Q1 2026 | |
| 4 | FMR LLC | $102.0M | 1.9M | ▼−48% Reduced · −1.8M sh | Q1 2026 | |
| 5 | VANGUARD CAPITAL MANAGEMENT LLC | $95.8M | 1.8M | ▲New +1.8M sh | Q1 2026 | |
| 6 | Nantahala Capital Management, LLC | $74.2M | 1.4M | ▲+29% Added · +309K sh | Q1 2026 | |
| 7 | DIMENSIONAL FUND ADVISORS LP | $71.6M | 1.3M | ▼−5.0% Reduced · −70K sh | Q1 2026 | |
| 8 | GEODE CAPITAL MANAGEMENT, LLC | $71.5M | 1.3M | ▲+1.4% Added · +19K sh | Q1 2026 | |
| 9 | JANUS HENDERSON GROUP PLC | $58.3M | 1.1M | ▲+19% Added · +173K sh | Q1 2026 | |
| 10 | BROWN ADVISORY INC | $49.3M | 917K | ▲+1.2% Added · +11K sh | Q1 2026 | |
| 11 | DEUTSCHE BANK AG\ | $45.1M | 840K | ▲+0.5% Added · +4K sh | Q1 2026 | |
| 12 | AMERIPRISE FINANCIAL INC | $43.9M | 817K | ▲+6.0% Added · +46K sh | Q1 2026 | |
| 13 | VANGUARD PORTFOLIO MANAGEMENT LLC | $42.5M | 791K | ▲New +791K sh | Q1 2026 | |
| 14 | FRANKLIN RESOURCES INC | $35.5M | 661K | ▼−26% Reduced · −237K sh | Q1 2026 | |
| 15 | MILLENNIUM MANAGEMENT LLC | $33.6M | 625K | ▲+485% Added · +519K sh | Q1 2026 | |
| 16 | GOLDMAN SACHS GROUP INC | $28.3M | 527K | ▲+3.7% Added · +19K sh | Q1 2026 | |
| 17 | MORGAN STANLEY | $27.0M | 503K | ▲+6.8% Added · +32K sh | Q1 2026 | |
| 18 | EMERALD ADVISERS, LLC | $26.4M | 491K | ▼−17% Reduced · −103K sh | Q1 2026 | |
| 19 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $26.2M | 488K | ▼−1.2% Reduced · −6K sh | Q1 2026 | |
| 20 | NORTHERN TRUST CORP | $23.4M | 435K | ▼−0.4% Reduced · −2K sh | Q1 2026 | |
| 21 | BANK OF AMERICA CORP /DE/ | $22.9M | 427K | ▲+105% Added · +218K sh | Q1 2026 | |
| 22 | MARSHALL WACE, LLP | $22.1M | 412K | ▲12× Added · +377K sh | Q1 2026 | |
| 23 | PRINCIPAL FINANCIAL GROUP INC | $19.0M | 353K | ▲+8.3% Added · +27K sh | Q1 2026 | |
| 24 | EMERALD MUTUAL FUND ADVISERS TRUST | $17.7M | 329K | ▼−7.0% Reduced · −25K sh | Q1 2026 | |
| 25 | JANE STREET GROUP, LLC | $17.4M | 324K | ▲+290% Added · +241K 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.
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 95 funds | $41.7B |
| BROADCOM INCAVGO | 94 funds | $23.2B |
| ELI LILLY & COLLY | 94 funds | $11.5B |
| NVIDIA CORPNVDA | 93 funds | $61.9B |
| AMAZON.COM INCAMZN | 93 funds | $32.7B |
| ALPHABET INC-CL AGOOGL | 93 funds | $27.3B |
| META PLATFORMS INC-CLASS AMETA | 93 funds | $18.6B |
| VISA INC-CLASS A SHARESV | 93 funds | $8.9B |
| SERVICENOW INCNOW | 93 funds | $3.0B |
| MASTERCARD INC - AMA | 92 funds | $7.7B |
| COSTCO WHOLESALE CORPCOST | 91 funds | $7.5B |
| HOME DEPOT INCHD | 91 funds | $5.3B |
Ranked by how many of TBBK's institutional holders also hold each name, a cross-fund conviction signal.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| May 4, 2026 | Cohn Matthew | Director | Buy (P) | 250 | $15K |
| May 1, 2026 | Cohn Matthew | Director | Buy (P) | 2K | $89K |
| May 1, 2026 | Cohn Matthew | Director | Buy (P) | 500 | $30K |
| May 1, 2026 | Cohn Matthew | Director | Buy (P) | 250 | $15K |
| Apr 29, 2026 | Caesar Erika R | EVP and General Counsel | Sell (S) | 4K | $269K |
| Apr 28, 2026 | Wainwright Maria | EVP & Chief Marketing Officer | Sell (S) | 8K | $506K |
| Mar 13, 2026 | Harris Ryan | EVP Head of Fintech Solutions | Sell (S) | 5K | $239K |
| Feb 27, 2026 | Canuso Dominic C | EVP & Chief Financial Officer | Buy (P) | 1K | $55K |
| Feb 27, 2026 | Canuso Dominic C | EVP & Chief Financial Officer | Buy (P) | 1K | $56K |
| Feb 12, 2026 | Cohn Matthew | Director | Buy (P) | 230 | $13K |
| Feb 11, 2026 | Cohn Matthew | Director | Buy (P) | 170 | $10K |
| Feb 10, 2026 | Canuso Dominic C | EVP & Chief Financial Officer | Buy (P) | 2K | $121K |
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/TBBK/capital-change-brief"
Use Arkolith's capital_change_brief for TBBK. 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 TBBK. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.