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/TDG/capital-change-brief"
Use Arkolith's capital_change_brief for TDG. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | $5.3B | 4.6M | ▲+7.0% Added · +303K sh | Q1 2026 | |
| 2 | VANGUARD CAPITAL MANAGEMENT LLC | $4.3B | 3.7M | ▲New +3.7M sh | Q1 2026 | |
| 3 | VANGUARD PORTFOLIO MANAGEMENT LLC | $3.0B | 2.6M | ▲New +2.6M sh | Q1 2026 | |
| 4 | STATE STREET CORP | $2.9B | 2.5M | ▲+2.5% Added · +60K sh | Q1 2026 | |
| 5 | PRINCIPAL FINANCIAL GROUP INC | $2.3B | 2.0M | ▼−7.0% Reduced · −153K sh | Q1 2026 | |
| 6 | FMR LLC | $1.6B | 1.4M | ▼−16% Reduced · −261K sh | Q1 2026 | |
| 7 | GEODE CAPITAL MANAGEMENT, LLC | $1.5B | 1.3M | ▲+3.6% Added · +45K sh | Q1 2026 | |
| 8 | Curated Wealth Partners LLC | Withheld | 984K | ▲3k× Added · +983K sh | Q2 2026 | |
| 9 | ALTAROCK PARTNERS LP | $1.1B | 909K | ▼−6.2% Reduced · −60K sh | Q1 2026 | |
| 10 | JPMORGAN CHASE & CO | $1.0B | 898K | ▼−9.6% Reduced · −95K sh | Q1 2026 | |
| 11 | MORGAN STANLEY | $1.0B | 894K | ▲+4.9% Added · +41K sh | Q1 2026 | |
| 12 | Soroban Capital Partners LP | $992.3M | 856K | ▲+14% Added · +108K sh | Q1 2026 | |
| 13 | NORGES BANK | $1.0B | 771K | ▼−8.0% Reduced · −67K sh | Q4 2025 | |
| 14 | PRICE T ROWE ASSOCIATES INC /MD/ | $686.9M | 593K | ▼−21% Reduced · −154K sh | Q1 2026 | |
| 15 | UBS Group AG | $590.7M | 510K | ▲+9.7% Added · +45K sh | Q1 2026 | |
| 16 | WINDACRE PARTNERSHIP LLC | $590.6M | 510K | ▼−10.0% Reduced · −57K sh | Q1 2026 | |
| 17 | NORTHERN TRUST CORP | $528.3M | 456K | ▼−1.0% Reduced · −4K sh | Q1 2026 | |
| 18 | Stockbridge Partners LLC | $503.3M | 434K | ▲~0% Added · +1 sh | Q1 2026 | |
| 19 | PRIMECAP MANAGEMENT CO/CA/ | $475.4M | 410K | —Held | Q1 2026 | |
| 20 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $475.4M | 410K | ▲+3.4% Added · +14K sh | Q1 2026 | |
| 21 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME | $416.8M | 360K | ▲+24% Added · +70K sh | Q1 2026 | |
| 22 | Bank of New York Mellon Corp | $371.7M | 321K | ▼−0.3% Reduced · −901 sh | Q1 2026 | |
| 23 | VANGUARD FIDUCIARY TRUST CO | $369.7M | 319K | ▲New +319K sh | Q1 2026 | |
| 24 | BANK OF AMERICA CORP /DE/ | $343.1M | 296K | ▲+1.3% Added · +4K sh | Q1 2026 | |
| 25 | Legal & General Group Plc | $327.5M | 283K | ▼−8.8% Reduced · −27K 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.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Jul 15, 2026 | Reiss Joel | Co-Chief Operating Officer | Option exercise (M) | 4K | $0 |
| Jul 15, 2026 | Reiss Joel | Co-Chief Operating Officer | Sell (S) | 90 | $111K |
| Jul 15, 2026 | Reiss Joel | Co-Chief Operating Officer | Sell (S) | 210 | $258K |
| Jul 15, 2026 | Reiss Joel | Co-Chief Operating Officer | Sell (S) | 40 | $49K |
| Jul 15, 2026 | Reiss Joel | Co-Chief Operating Officer | Sell (S) | 153 | $188K |
| Jul 15, 2026 | Reiss Joel | Co-Chief Operating Officer | Sell (S) | 509 | $623K |
| Jul 15, 2026 | Reiss Joel | Co-Chief Operating Officer | Sell (S) | 138 | $169K |
| Jul 15, 2026 | Reiss Joel | Co-Chief Operating Officer | Sell (S) | 60 | $73K |
| Jul 15, 2026 | Reiss Joel | Co-Chief Operating Officer | Sell (S) | 210 | $257K |
| Jul 15, 2026 | Reiss Joel | Co-Chief Operating Officer | Sell (S) | 140 | $171K |
| Jul 15, 2026 | Reiss Joel | Co-Chief Operating Officer | Sell (S) | 90 | $110K |
| Jul 15, 2026 | Reiss Joel | Co-Chief Operating Officer | Sell (S) | 90 | $110K |
| Company | Co-held by | Combined value |
|---|---|---|
| AMAZON.COM INCAMZN | 364 funds | $229.4B |
| MICROSOFT CORPMSFT | 363 funds | $292.1B |
| META PLATFORMS INC-CLASS AMETA | 358 funds | $119.3B |
| NVIDIA CORPNVDA | 357 funds | $406.1B |
| VISA INC-CLASS A SHARESV | 357 funds | $65.2B |
| ALPHABET INC-CL AGOOGL | 354 funds | $191.7B |
| MASTERCARD INC - AMA | 353 funds | $60.9B |
| APPLE INCAAPL | 351 funds | $307.1B |
| BROADCOM INCAVGO | 350 funds | $159.3B |
| JPMORGAN CHASE & COJPM | 344 funds | $74.4B |
| ALPHABET INC-CL CGOOG | 343 funds | $127.3B |
| ELI LILLY & COLLY | 343 funds | $88.5B |
Ranked by how many of TDG'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 + end-of-day price history + the live filing stream, joined for TDG. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes. Every panel above is one call to the Arkolith API & MCP server.