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/THO/capital-change-brief"
Use Arkolith's capital_change_brief for THO. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | ACR Alpine Capital Research, LLC | $391.7M | 4.9M | ▲+19% Added · +769K sh | Q1 2026 | |
| 2 | BlackRock, Inc. | $380.1M | 4.8M | ▲+3.1% Added · +145K sh | Q1 2026 | |
| 3 | KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | $342.7M | 4.3M | ▼−8.7% Reduced · −407K sh | Q1 2026 | |
| 4 | Life Cycle Investment Partners Ltd | $261.6M | 3.3M | ▲+32% Added · +786K sh | Q1 2026 | |
| 5 | DIMENSIONAL FUND ADVISORS LP | $251.4M | 3.1M | ▲+3.1% Added · +96K sh | Q1 2026 | |
| 6 | VANGUARD PORTFOLIO MANAGEMENT LLC | $211.3M | 2.6M | ▲New +2.6M sh | Q1 2026 | |
| 7 | TIMUCUAN ASSET MANAGEMENT INC/FL | $203.8M | 2.6M | ▼−1.8% Reduced · −48K sh | Q1 2026 | |
| 8 | VANGUARD CAPITAL MANAGEMENT LLC | $181.4M | 2.3M | ▲New +2.3M sh | Q1 2026 | |
| 9 | STATE STREET CORP | $131.5M | 1.6M | ▲+1.6% Added · +26K sh | Q1 2026 | |
| 10 | JPMORGAN CHASE & CO | $106.7M | 1.4M | ▲+8.7% Added · +110K sh | Q1 2026 | |
| 11 | GEODE CAPITAL MANAGEMENT, LLC | $79.4M | 994K | ▲+3.5% Added · +33K sh | Q1 2026 | |
| 12 | Madison Asset Management, LLC | $77.1M | 965K | ▼−7.6% Reduced · −79K sh | Q1 2026 | |
| 13 | AMERICAN CENTURY COMPANIES INC | $76.9M | 963K | ▼−21% Reduced · −249K sh | Q1 2026 | |
| 14 | HARRIS ASSOCIATES L P | $76.9M | 963K | ▼−9.3% Reduced · −98K sh | Q1 2026 | |
| 15 | ENVESTNET ASSET MANAGEMENT INC | $72.3M | 905K | ▲+49% Added · +296K sh | Q1 2026 | |
| 16 | OPPENHEIMER ASSET MANAGEMENT INC. | $59.2M | 741K | ▲+16% Added · +104K sh | Q1 2026 | |
| 17 | MORGAN STANLEY | $54.4M | 680K | ▼−6.6% Reduced · −48K sh | Q1 2026 | |
| 18 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $54.2M | 678K | ▲+4.1% Added · +27K sh | Q1 2026 | |
| 19 | JONES FINANCIAL COMPANIES LLLP | $49.1M | 621K | ▲252× Added · +618K sh | Q1 2026 | |
| 20 | WELLS FARGO & COMPANY/MN | $46.5M | 582K | ▼−8.4% Reduced · −54K sh | Q1 2026 | |
| 21 | UBS Group AG | $44.5M | 557K | ▲+144% Added · +329K sh | Q1 2026 | |
| 22 | NORTHERN TRUST CORP | $37.3M | 467K | ▲+1.6% Added · +7K sh | Q1 2026 | |
| 23 | Maple Rock Capital Partners Inc. | $36.9M | 462K | ▲+170% Added · +291K sh | Q1 2026 | |
| 24 | Bank of New York Mellon Corp | $33.3M | 417K | ▼−2.8% Reduced · −12K sh | Q1 2026 | |
| 25 | BALYASNY ASSET MANAGEMENT L.P. | $32.3M | 404K | ▼−63% Reduced · −677K 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 |
|---|---|---|---|---|---|
| Jun 16, 2026 | ORTHWEIN PETER BUSCH | Director | Gift (G) | 10K | $0 |
| Jun 16, 2026 | ORTHWEIN PETER BUSCH | Director | Gift (G) | 500 | $0 |
| Mar 6, 2026 | ORTHWEIN PETER BUSCH | Director | Buy (P) | 3K | $229K |
| Jan 15, 2026 | WOELFER W. TODD | SVP, CHIEF OPERATING OFFICER | Sell (S) | 5K | $525K |
| Dec 26, 2025 | MARTIN ROBERT W | CHIEF EXEC. AND PRES., Director | Gift (G) | 5K | $0 |
| Dec 12, 2025 | WOELFER W. TODD | SVP, CHIEF OPERATING OFFICER | Gift (G) | 4K | $0 |
| Dec 12, 2025 | WOELFER W. TODD | SVP, CHIEF OPERATING OFFICER | Sell (S) | 2K | $178K |
| Oct 8, 2025 | ZUHL COLLEEN A | SR. VP AND CHIEF FIN. OFFICER | Tax withholding (F) | 6K | $619K |
| Oct 8, 2025 | ZUHL COLLEEN A | SR. VP AND CHIEF FIN. OFFICER | Grant (A) | 8K | $0 |
| Oct 8, 2025 | ZUHL COLLEEN A | SR. VP AND CHIEF FIN. OFFICER | Tax withholding (F) | 3K | $358K |
| Oct 8, 2025 | WOELFER W. TODD | SVP, CHIEF OPERATING OFFICER | Tax withholding (F) | 3K | $349K |
| Oct 8, 2025 | WOELFER W. TODD | SVP, CHIEF OPERATING OFFICER | Grant (A) | 8K | $0 |
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 130 funds | $49.6B |
| NVIDIA CORPNVDA | 129 funds | $69.1B |
| JPMORGAN CHASE & COJPM | 129 funds | $17.2B |
| AMAZON.COM INCAMZN | 128 funds | $36.5B |
| CHEVRON CORPCVX | 128 funds | $7.7B |
| UNITEDHEALTH GROUP INCUNH | 128 funds | $4.9B |
| BROADCOM INCAVGO | 127 funds | $24.4B |
| ELI LILLY & COLLY | 127 funds | $13.2B |
| MICRON TECHNOLOGY INCMU | 127 funds | $8.3B |
| WELLS FARGO & COWFC | 127 funds | $4.5B |
| UNION PACIFIC CORPUNP | 127 funds | $2.9B |
| APPLE INCAAPL | 126 funds | $60.7B |
Ranked by how many of THO'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 THO. 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.