66 tracked 13F filers disclose a position in TBN as of the latest SEC 13F filings, a combined $297.8M 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 | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | GILDER GAGNON HOWE & CO LLC | $35.5M | 1.1M | ▲+30% Added · +250K sh | Q2 2026 | |
| 2 | Alberta Investment Management Corp | $27.9M | 859K | —Held | Q2 2026 | |
| 3 | Encompass Capital Advisors LLC | $35.7M | 714K | —Held | Q1 2026 | |
| 4 | REAVES W H & CO INC | $20.0M | 615K | ▲+262% Added · +445K sh | Q2 2026 | |
| 5 | Yaupon Capital Management LP | $26.8M | 535K | ▲+3.8% Added · +20K sh | Q1 2026 | |
| 6 | UBS Group AG | $23.4M | 468K | ▲+7.9% Added · +34K sh | Q1 2026 | |
| 7 | Ancient Art, L.P. | $21.9M | 437K | —Held | Q1 2026 | |
| 8 | MANUFACTURERS LIFE INSURANCE COMPANY, THE | $11.9M | 238K | ▲+114% Added · +127K sh | Q1 2026 | |
| 9 | SCS Capital Management LLC | $5.2M | 159K | ▼−20% Reduced · −41K sh | Q2 2026 | |
| 10 | COOPER INVESTORS PTY LTD | $5.1M | 155K | ▲+514% Added · +130K sh | Q2 2026 | |
| 11 | TWO SIGMA INVESTMENTS, LP | $7.6M | 153K | ▲+173% Added · +97K sh | Q1 2026 | |
| 12 | Aventail Capital Group, LP | $7.5M | 150K | ▼−0.5% Reduced · −680 sh | Q1 2026 | |
| 13 | CITADEL ADVISORS LLC | $7.3M | 147K | ▼−69% Reduced · −329K sh | Q1 2026 | |
| 14 | MACQUARIE GROUP LTD | $6.8M | 135K | ▲+18% Added · +20K sh | Q1 2026 | |
| 15 | MARSHALL WACE, LLP | $5.7M | 113K | ▲New +113K sh | Q1 2026 | |
| 16 | FRANKLIN RESOURCES INC | $5.3M | 106K | ▲+43% Added · +32K sh | Q1 2026 | |
| 17 | Cinctive Capital Management LP | $5.1M | 102K | ▲+516% Added · +85K sh | Q1 2026 | |
| 18 | Ghisallo Capital Management LLC | $3.3M | 100K | ▲New +100K sh | Q2 2026 | |
| 19 | Zimmer Partners, LP | $4.6M | 91K | ▼−36% Reduced · −52K sh | Q1 2026 | |
| 20 | Zweig-DiMenna Associates LLC | $2.6M | 81K | ▲New +81K sh | Q3 2026 | |
| 21 | Ranger Investment Management, L.P. | $2.6M | 80K | ▲New +80K sh | Q2 2026 | |
| 22 | Merewether Investment Management, LP | $3.4M | 69K | ▼−1.6% Reduced · −1K sh | Q1 2026 | |
| 23 | BANK OF AMERICA CORP /DE/ | $2.7M | 53K | ▲+65% Added · +21K sh | Q1 2026 | |
| 24 | HighTower Advisors, LLC | $2.4M | 48K | ▲+162% Added · +29K sh | Q1 2026 | |
| 25 | MILLENNIUM MANAGEMENT LLC | $2.4M | 47K | ▲+26% Added · +10K 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, 23 funds opened a new position in TBN and 10 added to an existing one, while 8 reduced and 0 exited entirely — 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 | Combined value |
|---|---|---|
| NVIDIA CORPNVDA | 36 funds | $45.2B |
| MICROSOFT CORPMSFT | 34 funds | $30.0B |
| AMAZON.COM INCAMZN | 34 funds | $27.2B |
| ALPHABET INC-CL AGOOGL | 32 funds | $22.6B |
| META PLATFORMS INC-CLASS AMETA | 32 funds | $14.1B |
| JPMORGAN CHASE & COJPM | 32 funds | $9.2B |
| MICRON TECHNOLOGY INCMU | 32 funds | $6.3B |
| VISA INC-CLASS A SHARESV | 32 funds | $5.1B |
| GE VERNOVA INCGEV | 32 funds | $3.4B |
| GENERAL ELECTRICGE | 32 funds | $2.6B |
| CHENIERE ENERGY INCLNG | 32 funds | $2.1B |
| PHILLIPS 66PSX | 32 funds | $1.1B |
Ranked by how many of TBN's institutional holders also hold each name, a cross-fund conviction signal.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Apr 13, 2026 | PACE PHILLIP Z | Director | Buy (P) | 10K | $370K |
| Apr 8, 2026 | SHEFFIELD SCOTT D | Director | Buy (P) | 7K | $252K |
| Nov 21, 2025 | PACE PHILLIP Z | Director | Buy (P) | 2K | $47K |
| Jul 22, 2025 | Formentera Investments LLC | 10% Owner | Buy (P) | 564K | $10.0M |
| Aug 30, 2024 | Sheffield Bryan | 10% Owner | Buy (P) | 12K | $250K |
| Jul 2, 2024 | Dyer Eric Steven | Chief Financial Officer | Buy (P) | 20 | $468 |
| Jul 1, 2024 | Dyer Eric Steven | Chief Financial Officer | Buy (P) | 10 | $249 |
| Jul 1, 2024 | Dyer Eric Steven | Chief Financial Officer | Buy (P) | 20 | $485 |
| Jun 28, 2024 | Dalton Ryan | Director | Buy (P) | 13K | $300K |
| Jun 28, 2024 | Reed Stephanie L | Director | Buy (P) | 8K | $198K |
| Jun 28, 2024 | Barrett Fredrick J | Director | Buy (P) | 7K | $158K |
| Jun 28, 2024 | Sheffield Holdings, LP | 10% Owner | Buy (P) | 500K | $12.0M |
Connected entities for TBN
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/TBN/capital-change-brief"
Use Arkolith's capital_change_brief for TBN. 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 TBN. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.