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/THM/capital-change-brief"
Use Arkolith's capital_change_brief for THM. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | PAULSON & CO. INC. | $229.0M | 99.6M | ▲+42% Added · +29.3M sh | Q1 2026 | |
| 2 | SPROTT INC. | $23.0M | 10.0M | ▼−50% Reduced · −9.8M sh | Q1 2026 | |
| 3 | TEACHER RETIREMENT SYSTEM OF TEXAS | $14.4M | 6.3M | ▲New +6.3M sh | Q1 2026 | |
| 4 | FMR LLC | $10.9M | 4.8M | ▲New +4.8M sh | Q1 2026 | |
| 5 | FRANKLIN RESOURCES INC | $10.3M | 4.5M | ▲New +4.5M sh | Q1 2026 | |
| 6 | Russell Investments Group, Ltd. | $1.7M | 734K | ▼−0.6% Reduced · −4K sh | Q1 2026 | |
| 7 | SEI INVESTMENTS CO | $1.4M | 601K | —Held | Q1 2026 | |
| 8 | Connor, Clark & Lunn Investment Management Ltd. | $1.2M | 534K | ▲+100% Added · +267K sh | Q1 2026 | |
| 9 | EVOKE WEALTH, LLC | $733K | 319K | —Held | Q1 2026 | |
| 10 | VAN ECK ASSOCIATES CORP | Withheld | 287K | ▲New +287K sh | Q1 2026 | |
| 11 | BANK OF AMERICA CORP /DE/ | $657K | 286K | ▲571× Added · +285K sh | Q1 2026 | |
| 12 | Covalis Capital LLP | $541K | 235K | ▲New +235K sh | Q1 2026 | |
| 13 | JANE STREET GROUP, LLC | $455K | 198K | ▲+51% Added · +67K sh | Q1 2026 | |
| 14 | NATIONAL BANK OF CANADA /FI/ | $356K | 158K | ▲New +158K sh | Q1 2026 | |
| 15 | CWA Asset Management Group, LLC | $304K | 153K | ▼−2.2% Reduced · −4K sh | Q2 2026 | |
| 16 | RENAISSANCE TECHNOLOGIES LLC | $298K | 130K | ▲New +130K sh | Q1 2026 | |
| 17 | MORGAN STANLEY | $268K | 117K | ▼−25% Reduced · −40K sh | Q1 2026 | |
| 18 | Empyrean Capital Partners, LP | $207K | 90K | ▲New +90K sh | Q1 2026 | |
| 19 | CIBC WORLD MARKET INC. | $200K | 86K | ▲New +86K sh | Q1 2026 | |
| 20 | UBS Group AG | $137K | 59K | ▲+471% Added · +49K sh | Q1 2026 | |
| 21 | LPL Financial LLC | $119K | 52K | ▼−4.4% Reduced · −2K sh | Q1 2026 | |
| 22 | BlackRock, Inc. | $113K | 49K | ▲+44% Added · +15K sh | Q1 2026 | |
| 23 | XTX Topco Ltd | $103K | 45K | ▼−53% Reduced · −52K sh | Q1 2026 | |
| 24 | Qube Research & Technologies Ltd | $101K | 44K | ▲+321% Added · +34K sh | Q1 2026 | |
| 25 | TCI Wealth Advisors, Inc. | $97K | 42K | ▲New +42K 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 |
|---|---|---|---|---|---|
| May 27, 2026 | DRESCHER ANTON J | Director | Grant (A) | 36K | $0 |
| May 27, 2026 | Cross David Allen | Chief Financial Officer | Grant (A) | 15K | $0 |
| May 27, 2026 | Cole Andrew Phillip | Director | Grant (A) | 36K | $0 |
| May 27, 2026 | Hanneman Karl L | Chief Executive Officer, Director | Grant (A) | 36K | $0 |
| May 27, 2026 | Hanneman Karl L | Chief Executive Officer, Director | Grant (A) | 150K | $0 |
| May 27, 2026 | Harshaw Stuart Alan | Director | Grant (A) | 36K | $0 |
| May 27, 2026 | WENG THOMAS S. | Director | Grant (A) | 42K | $0 |
| May 27, 2026 | Tully Edel | Director | Grant (A) | 36K | $0 |
| Apr 16, 2026 | PAULSON & CO. INC. | 10% Owner | Buy (P) | 4.9M | $12.6M |
| Feb 9, 2026 | Tully Edel | Director | Grant (A) | 12K | $0 |
| Feb 9, 2026 | WENG THOMAS S. | Director | Grant (A) | 18K | $0 |
| Feb 9, 2026 | DRESCHER ANTON J | Director | Grant (A) | 12K | $0 |
| Company | Co-held by | Combined value |
|---|---|---|
| NVIDIA CORPNVDA | 17 funds | $9.1B |
| AMAZON.COM INCAMZN | 17 funds | $5.2B |
| CAPITAL ONE FINANCIAL CORPCOF | 17 funds | $794.9M |
| LAM RESEARCH CORPLRCX | 17 funds | $783.1M |
| APPLE INCAAPL | 16 funds | $5.4B |
| MICROSOFT CORPMSFT | 16 funds | $4.3B |
| BROADCOM INCAVGO | 16 funds | $3.5B |
| ALPHABET INC-CL AGOOGL | 16 funds | $3.2B |
| META PLATFORMS INC-CLASS AMETA | 16 funds | $2.9B |
| TAIWAN SEMICONDUCTOR-SP ADRTSM | 16 funds | $2.7B |
| MICRON TECHNOLOGY INCMU | 16 funds | $2.4B |
| ALPHABET INC-CL CGOOG | 16 funds | $2.2B |
Ranked by how many of THM'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 THM. 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.