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/TER/capital-change-brief"
Use Arkolith's capital_change_brief for TER. 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. | $4.8B | 16.3M | ▲+5.9% Added · +907K sh | Q1 2026 | |
| 2 | VANGUARD CAPITAL MANAGEMENT LLC | $3.0B | 10.2M | ▲New +10.2M sh | Q1 2026 | |
| 3 | VANGUARD PORTFOLIO MANAGEMENT LLC | $2.6B | 8.6M | ▲New +8.6M sh | Q1 2026 | |
| 4 | STATE STREET CORP | $2.1B | 7.0M | ▼−1.5% Reduced · −108K sh | Q1 2026 | |
| 5 | GEODE CAPITAL MANAGEMENT, LLC | $1.3B | 4.4M | ▲+4.9% Added · +205K sh | Q1 2026 | |
| 6 | FMR LLC | $1.1B | 3.6M | ▲+48% Added · +1.2M sh | Q1 2026 | |
| 7 | JPMORGAN CHASE & CO | $793.3M | 2.9M | ▼−18% Reduced · −632K sh | Q1 2026 | |
| 8 | AMERIPRISE FINANCIAL INC | $843.0M | 2.8M | ▼−37% Reduced · −1.6M sh | Q1 2026 | |
| 9 | ALKEON CAPITAL MANAGEMENT LLC | $827.0M | 2.8M | ▲+15% Added · +357K sh | Q1 2026 | |
| 10 | VAN ECK ASSOCIATES CORP | Withheld | 2.5M | ▲+9.0% Added · +205K sh | Q1 2026 | |
| 11 | Point72 Asset Management, L.P. | $677.3M | 2.3M | ▼−19% Reduced · −532K sh | Q1 2026 | |
| 12 | AQR CAPITAL MANAGEMENT LLC | $629.5M | 2.2M | ▲+70% Added · +900K sh | Q1 2026 | |
| 13 | MORGAN STANLEY | $643.9M | 2.2M | ▼−11% Reduced · −270K sh | Q1 2026 | |
| 14 | PRICE T ROWE ASSOCIATES INC /MD/ | $628.1M | 2.1M | ▼−50% Reduced · −2.1M sh | Q1 2026 | |
| 15 | NORGES BANK | $398.8M | 2.1M | ▲+21% Added · +360K sh | Q4 2025 | |
| 16 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME | $582.7M | 2.0M | ▲+25% Added · +396K sh | Q1 2026 | |
| 17 | LONE PINE CAPITAL LLC | $555.2M | 1.9M | ▲New +1.9M sh | Q1 2026 | |
| 18 | Sumitomo Mitsui Trust Group, Inc. | $505.1M | 1.7M | ▼−24% Reduced · −550K sh | Q1 2026 | |
| 19 | GOLDMAN SACHS GROUP INC | $502.0M | 1.7M | ▼−7.5% Reduced · −138K sh | Q1 2026 | |
| 20 | NORTHERN TRUST CORP | $466.9M | 1.6M | ▼−2.2% Reduced · −35K sh | Q1 2026 | |
| 21 | FEDERATED HERMES, INC. | $417.9M | 1.4M | ▼−9.2% Reduced · −142K sh | Q1 2026 | |
| 22 | Amundi | $414.7M | 1.4M | ▲+136% Added · +805K sh | Q1 2026 | |
| 23 | BARCLAYS PLC | $411.1M | 1.4M | ▼−12% Reduced · −195K sh | Q1 2026 | |
| 24 | ARK Investment Management LLC | $369.1M | 1.2M | ▼−47% Reduced · −1.1M sh | Q1 2026 | |
| 25 | CITIGROUP INC | $339.4M | 1.1M | ▲+33% Added · +284K 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 | Smith Gregory Stephen | President and CEO, Director | Sell (S) | 4K | $1.4M |
| Jul 15, 2026 | MATZ MARILYN | Director | Sell (S) | 1K | $428K |
| Jul 1, 2026 | JOHNSON MERCEDES | Director | Sell (S) | 167 | $77K |
| Jun 25, 2026 | Herweck Peter | Director | Grant (A) | 63 | $0 |
| Jun 25, 2026 | Henry Andrew Chisholm | Director | Grant (A) | 52 | $0 |
| Jun 25, 2026 | TUFANO PAUL J | Director | Grant (A) | 116 | $0 |
| Jun 15, 2026 | Smith Gregory Stephen | President and CEO, Director | Sell (S) | 4K | $1.7M |
| Jun 15, 2026 | MATZ MARILYN | Director | Sell (S) | 1K | $508K |
| Jun 12, 2026 | TUFANO PAUL J | Director | Other (J) | 19 | $0 |
| Jun 12, 2026 | Herweck Peter | Director | Other (J) | 4 | $0 |
| Jun 12, 2026 | MADDOCK ERNEST E | Director | Other (J) | 2 | $0 |
| Jun 2, 2026 | JOHNSON MERCEDES | Director | Sell (S) | 167 | $62K |
| Company | Co-held by | Combined value |
|---|---|---|
| NVIDIA CORPNVDA | 391 funds | $410.5B |
| MICROSOFT CORPMSFT | 388 funds | $294.4B |
| META PLATFORMS INC-CLASS AMETA | 388 funds | $123.7B |
| AMAZON.COM INCAMZN | 387 funds | $226.7B |
| ALPHABET INC-CL AGOOGL | 383 funds | $191.2B |
| BROADCOM INCAVGO | 383 funds | $157.5B |
| ELI LILLY & COLLY | 378 funds | $85.6B |
| APPLE INCAAPL | 376 funds | $306.2B |
| MICRON TECHNOLOGY INCMU | 371 funds | $47.3B |
| VISA INC-CLASS A SHARESV | 370 funds | $65.6B |
| JPMORGAN CHASE & COJPM | 368 funds | $74.3B |
| ALPHABET INC-CL CGOOG | 367 funds | $129.5B |
Ranked by how many of TER'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 TER. 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.