Among active 13F managers last quarter, 9 opened and 13 added, while 8 reduced; the largest holder to move was AQR Capital Management LLC (+337%). Over the last 180 days, 2 insiders bought and none sold, a net +$157K in open-market trades.
Funds lean in and no leg opposes.
86 tracked 13F filers disclose a position in TEAD as of the latest SEC 13F filings, a combined $10.6M 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 | Value Base Ltd. | 5.8M | $4.4M | —Held | Q2 2026 | |
| 2 | Vanguard Capital Management LLC | 1.6M | $1.2M | ▼−5.1% Reduced · −86K sh | Q2 2026 | |
| 3 | BlackRock, Inc. | 864K | $662K | ▼−68% Reduced · −1.8M sh | Q2 2026 | |
| 4 | Susquehanna International Group, LLP | 840K | $553K | ▲+2.5% Added · +20K sh | Q1 2026 | |
| 5 | AQR Capital Management LLC | 732K | $482K | ▲+337% Added · +565K sh | Q1 2026 | |
| 6 | Bridgeway Capital Management, LLC | 450K | $345K | ▲+3.6% Added · +16K sh | Q2 2026 | |
| 7 | Geode Capital Management, LLC | 405K | $310K | ▼−57% Reduced · −543K sh | Q2 2026 | |
| 8 | Bank Of America Corp | 382K | $251K | ▲+369% Added · +300K sh | Q1 2026 | |
| 9 | Empowered Funds, LLC | 319K | $210K | ▲+6.0% Added · +18K sh | Q1 2026 | |
| 10 | Northern Trust Corp | 303K | $200K | ▲+40% Added · +87K sh | Q1 2026 | |
| 11 | Two Sigma Investments, LP | 211K | $139K | ▼−60% Reduced · −323K sh | Q1 2026 | |
| 12 | Partners Capital Investment Group, LLP | 209K | $161K | —Held | Q2 2026 | |
| 13 | Goldman Sachs Group Inc | 202K | $133K | ▲+20% Added · +34K sh | Q1 2026 | |
| 14 | Vanguard Fiduciary Trust Co | 189K | $145K | ▼−6.6% Reduced · −13K sh | Q2 2026 | |
| 15 | State Street Corp | 174K | $134K | ▼−75% Reduced · −516K sh | Q2 2026 | |
| 16 | UBS Group AG | 119K | $78K | ▲+102% Added · +60K sh | Q1 2026 | |
| 17 | Point72 Asset Management, L.P. | 96K | $74K | ▲New +96K sh | Q2 2026 | |
| 18 | Charles Schwab Investment Management Inc | 90K | $59K | ▼−0.1% Reduced · −103 sh | Q1 2026 | |
| 19 | Jane Street Group, LLC | 84K | $56K | ▼−32% Reduced · −39K sh | Q1 2026 | |
| 20 | IEQ Capital, LLC | 83K | $64K | ▲+139% Added · +49K sh | Q2 2026 | |
| 21 | Yelin Lapidot Holdings Management Ltd. | 80K | $61K | ▼−17% Reduced · −17K sh | Q2 2026 | |
| 22 | Evergreen Capital Management LLC | 80K | $61K | —Held | Q2 2026 | |
| 23 | Bank of New York Mellon Corp | 76K | $50K | —Held | Q1 2026 | |
| 24 | Barclays PLC | 72K | $47K | ▼−41% Reduced · −50K sh | Q1 2026 | |
| 25 | Robertson Stephens Wealth Management, LLC | 58K | $45K | ▼−50% Reduced · −58K 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, 9 funds opened a new position in TEAD and 13 added to an existing one, while 8 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 |
|---|---|---|
| Alphabet Inc-CL AGOOGL | 38 funds | $23.7B |
| Visa Inc-Class A SharesV | 38 funds | $12.2B |
| Broadcom IncAVGO | 37 funds | $28.7B |
| Meta Platforms Inc-Class AMETA | 37 funds | $21.2B |
| Nvidia CorpNVDA | 36 funds | $67.5B |
| Microsoft CorpMSFT | 36 funds | $48.4B |
| Amazon.com IncAMZN | 36 funds | $39.6B |
| Berkshire Hathaway Inc-CL BBRK/B | 36 funds | $9.1B |
| Micron Technology IncMU | 36 funds | $7.4B |
| Advanced Micro DevicesAMD | 36 funds | $5.7B |
| Cisco Systems IncCSCO | 36 funds | $4.8B |
| Uber Technologies IncUBER | 36 funds | $2.2B |
Ranked by how many of TEAD's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in TEAD.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Jun 2, 2026 | Kostman David | Chief Executive Officer, Director | Buy (P) | 14K | $14K |
| Jun 1, 2026 | Kostman David | Chief Executive Officer, Director | Buy (P) | 15K | $18K |
| May 29, 2026 | Kostman David | Chief Executive Officer, Director | Buy (P) | 18K | $21K |
| May 18, 2026 | Spilman Mary | Chief Commercial Officer | Buy (P) | 105K | $104K |
| Dec 12, 2025 | Krindel Yaffa | Director | Buy (P) | 2K | $1K |
| Dec 11, 2025 | Krindel Yaffa | Director | Buy (P) | 8K | $6K |
| Sep 11, 2025 | Krindel Yaffa | Director | Buy (P) | 1K | $2K |
| Aug 26, 2025 | Krindel Yaffa | Director | Buy (P) | 3K | $5K |
| Aug 25, 2025 | Krindel Yaffa | Director | Buy (P) | 3K | $5K |
| Aug 14, 2025 | Krindel Yaffa | Director | Buy (P) | 2K | $4K |
| Aug 13, 2025 | Krindel Yaffa | Director | Buy (P) | 2K | $4K |
| Aug 11, 2025 | Krindel Yaffa | Director | Buy (P) 2 lots, same day | 6K | $10K |
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 | 30 | 25 | – |
Insiders Form 4 open-market | 2 | 0 | +$157K |
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 TEAD
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/TEAD/capital-change-brief"
Use Arkolith's capital_change_brief for TEAD. 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 TEAD. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.