Among active 13F managers last quarter, 10 opened and 18 added, while 17 reduced; the largest holder to move was Garnet Equity Capital Holdings, Inc. (−0.5%). Over the last 180 days, 2 insiders sold and none bought, a net -$4.0M in open-market trades.
The legs disagree, or only one of them leans.
106 tracked 13F filers disclose a position in TBCH as of the latest SEC 13F filings, a combined $142.9M 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 | Windward Management LP | 1.6M | $20.0M | —Held | Q2 2026 | |
| 2 | Garnet Equity Capital Holdings, Inc. | 1.5M | $18.8M | ▼−0.5% Reduced · −7K sh | Q2 2026 | |
| 3 | Morgan Stanley | 1.2M | $12.0M | ▲+40% Added · +337K sh | Q1 2026 | |
| 4 | BlackRock, Inc. | 1.2M | $14.6M | ▲+1.7% Added · +20K sh | Q2 2026 | |
| 5 | Shay Capital LLC | 794K | $9.9M | ▲+24% Added · +154K sh | Q2 2026 | |
| 6 | Goldman Sachs Group Inc | 664K | $6.7M | ▲+11% Added · +68K sh | Q1 2026 | |
| 7 | Vanguard Capital Management LLC | 613K | $7.6M | ▼−5.7% Reduced · −37K sh | Q2 2026 | |
| 8 | Dimensional Fund Advisors LP | 438K | $4.4M | ▲+26% Added · +91K sh | Q1 2026 | |
| 9 | Geode Capital Management, LLC | 395K | $4.9M | ▲+5.7% Added · +21K sh | Q2 2026 | |
| 10 | State Street Corp | 344K | $4.3M | ▲+0.2% Added · +630 sh | Q2 2026 | |
| 11 | JPMorgan Chase & Co | 267K | $2.7M | ▲+26% Added · +56K sh | Q1 2026 | |
| 12 | CDC Financial, Inc. | 237K | $2.9M | ▲+54% Added · +83K sh | Q2 2026 | |
| 13 | Jane Street Group, LLC | 223K | $2.3M | ▲+178% Added · +143K sh | Q1 2026 | |
| 14 | Caption Management, LLC | 219K | $2.7M | ▲+73% Added · +93K sh | Q2 2026 | |
| 15 | D. E. Shaw & Co., Inc. | 191K | $1.9M | ▼−19% Reduced · −44K sh | Q1 2026 | |
| 16 | Pullen Investment Management, LLC | 161K | $2.0M | ▲+1.1% Added · +2K sh | Q2 2026 | |
| 17 | Northern Trust Corp | 157K | $1.6M | ▼−0.5% Reduced · −797 sh | Q1 2026 | |
| 18 | Formula Growth Ltd | 131K | $1.6M | ▲+139% Added · +76K sh | Q2 2026 | |
| 19 | AQR Capital Management LLC | 128K | $1.3M | ▲+2.1% Added · +3K sh | Q1 2026 | |
| 20 | Vanguard Portfolio Management LLC | 119K | $1.5M | ▼−61% Reduced · −183K sh | Q2 2026 | |
| 21 | Jefferies Financial Group Inc. | 114K | $1.4M | ▲New +114K sh | Q2 2026 | |
| 22 | O'shaughnessy Asset Management, LLC | 110K | $1.4M | ▼−19% Reduced · −26K sh | Q2 2026 | |
| 23 | Vanguard Fiduciary Trust Co | 95K | $1.2M | ▲+3.4% Added · +3K sh | Q2 2026 | |
| 24 | BNP Paribas Financial Markets | 86K | $874K | ▲+358% Added · +67K sh | Q1 2026 | |
| 25 | Bridgeway Capital Management, LLC | 79K | $984K | ▼−11% Reduced · −10K sh | Q2 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, 10 funds opened a new position in TBCH and 18 added to an existing one, while 17 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 |
|---|---|---|
| Amazon.com IncAMZN | 53 funds | $96.5B |
| Salesforce IncCRM | 53 funds | $6.8B |
| Nvidia CorpNVDA | 52 funds | $209.9B |
| Microsoft CorpMSFT | 52 funds | $128.3B |
| Visa Inc-Class A SharesV | 52 funds | $32.6B |
| Walmart IncWMT | 52 funds | $17.9B |
| Apple IncAAPL | 51 funds | $148.4B |
| Alphabet Inc-CL AGOOGL | 51 funds | $90.4B |
| Broadcom IncAVGO | 51 funds | $85.6B |
| Meta Platforms Inc-Class AMETA | 51 funds | $55.4B |
| JPMorgan Chase & CoJPM | 51 funds | $30.8B |
| Applied Materials IncAMAT | 51 funds | $21.0B |
Ranked by how many of TBCH's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in TBCH.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Aug 12, 2026 | Dc Vga Llc | 10% Owner | Sell (S) | 6K | $74K |
| Aug 11, 2026 | Dc Vga Llc | 10% Owner | Sell (S) | 140K | $1.8M |
| Aug 10, 2026 | Dc Vga Llc | 10% Owner | Sell (S) | 140K | $1.8M |
| May 29, 2026 | Scherping Katherine Lee | Director | Sell (S) | 2K | $27K |
| May 27, 2026 | Scherping Katherine Lee | Director | Sell (S) 2 lots, same day | 7K | $90K |
| Mar 23, 2026 | Scherping Katherine Lee | Director | Sell (S) | 20K | $231K |
| Mar 20, 2026 | Scherping Katherine Lee | Director | Sell (S) | 98 | $1K |
| Aug 21, 2025 | Diversis Capital Partners I, L.P. | 10% Owner | Sell (S) 2 lots, same day | 1.4M | $20.0M |
| Aug 14, 2025 | Wyatt William Z | Director | Buy (P) | 694K | $10.0M |
| Nov 21, 2024 | Ballard Lloyd Gregory | Director | Sell (S) 2 lots, same day | 6K | $83K |
| Nov 20, 2024 | Keirn Cris | CEO, Director | Buy (P) | 3K | $45K |
| Aug 15, 2024 | Wyatt William Z | Director | Buy (P) | 20K | $294K |
One row per insider, day and transaction code; shares and value are summed across the lots. Every lot is on the full insider page and in the filing.
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 | 34 | 41 | – |
Insiders Form 4 open-market | 0 | 2 | -$4.0M |
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 TBCH
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/TBCH/capital-change-brief"
Use Arkolith's capital_change_brief for TBCH. 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 TBCH. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.