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/TLN/capital-change-brief"
Use Arkolith's capital_change_brief for TLN. 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. | $1.3B | 4.1M | ▲+2.3% Added · +91K sh | Q1 2026 | |
| 2 | Rubric Capital Management LP | $1.1B | 3.6M | —Held | Q1 2026 | |
| 3 | MFN Partners Management, LP | $957.7M | 3.0M | —Held | Q1 2026 | |
| 4 | VANGUARD PORTFOLIO MANAGEMENT LLC | $669.2M | 2.1M | ▲New +2.1M sh | Q1 2026 | |
| 5 | VANGUARD CAPITAL MANAGEMENT LLC | $653.3M | 2.0M | ▲New +2.0M sh | Q1 2026 | |
| 6 | LONE PINE CAPITAL LLC | $580.3M | 1.8M | ▲+41% Added · +525K sh | Q1 2026 | |
| 7 | Sachem Head Capital Management LP | $494.0M | 1.5M | ▲+55% Added · +548K sh | Q1 2026 | |
| 8 | REAVES W H & CO INC | $482.3M | 1.5M | ▼−0.7% Reduced · −11K sh | Q1 2026 | |
| 9 | STATE STREET CORP | $428.7M | 1.3M | ▲+1.6% Added · +22K sh | Q1 2026 | |
| 10 | FRED ALGER MANAGEMENT, LLC | $378.6M | 1.2M | ▼−34% Reduced · −618K sh | Q1 2026 | |
| 11 | GEODE CAPITAL MANAGEMENT, LLC | $290.6M | 910K | ▼−13% Reduced · −139K sh | Q1 2026 | |
| 12 | MILLENNIUM MANAGEMENT LLC | $251.3M | 787K | ▲+125% Added · +437K sh | Q1 2026 | |
| 13 | CARRONADE CAPITAL MANAGEMENT, LP | $205.7M | 644K | ▲+12% Added · +67K sh | Q1 2026 | |
| 14 | NORGES BANK | $225.9M | 603K | ▲+4.2% Added · +24K sh | Q4 2025 | |
| 15 | Two Seas Capital LP | $184.9M | 579K | ▲+48% Added · +187K sh | Q1 2026 | |
| 16 | FMR LLC | $173.9M | 545K | ▼−16% Reduced · −101K sh | Q1 2026 | |
| 17 | WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | $167.7M | 525K | ▼−7.8% Reduced · −44K sh | Q1 2026 | |
| 18 | AMERICAN CENTURY COMPANIES INC | $141.7M | 444K | ▲+10% Added · +41K sh | Q1 2026 | |
| 19 | MORGAN STANLEY | $129.8M | 406K | ▼−7.1% Reduced · −31K sh | Q1 2026 | |
| 20 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $126.4M | 396K | ▲+7.3% Added · +27K sh | Q1 2026 | |
| 21 | YACKTMAN ASSET MANAGEMENT LP | $114.9M | 360K | ▼~0% Reduced · −100 sh | Q1 2026 | |
| 22 | Pictet Asset Management Holding SA | $106.7M | 334K | ▲+20% Added · +55K sh | Q1 2026 | |
| 23 | OAKTREE CAPITAL MANAGEMENT LP | $105.7M | 331K | —Held | Q1 2026 | |
| 24 | NORTHERN TRUST CORP | $101.8M | 319K | ▲+2.2% Added · +7K sh | Q1 2026 | |
| 25 | Deltroit Asset Management (UK) LLP | $99.1M | 310K | ▲+13% Added · +35K 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 | Nutt Terry L | President | Option exercise (M) | 8K | — |
| Jul 15, 2026 | Nutt Terry L | President | Tax withholding (F) | 3K | $1.3M |
| Jul 15, 2026 | Nutt Terry L | President | Option exercise (M) | 21K | $0 |
| Jun 15, 2026 | ABBAS GIZMAN I | Director | Sell (S) | 3K | $988K |
| Jun 8, 2026 | McFarland Mark Allen | Chief Executive Officer, Director | Other (J) | 260K | $0 |
| Jun 8, 2026 | McFarland Mark Allen | Chief Executive Officer, Director | Other (J) | 260K | $0 |
| May 22, 2026 | ABBAS GIZMAN I | Director | Option exercise (M) | 4K | — |
| May 22, 2026 | ABBAS GIZMAN I | Director | Disposed to issuer (D) | 2K | $496K |
| May 22, 2026 | ABBAS GIZMAN I | Director | Option exercise (M) | 4K | $0 |
| May 22, 2026 | Berryman Brad | Chief Operating Officer | Option exercise (M) | 8K | — |
| May 22, 2026 | Berryman Brad | Chief Operating Officer | Option exercise (M) | 91K | — |
| May 22, 2026 | Berryman Brad | Chief Operating Officer | Tax withholding (F) | 43K | $14.0M |
| Company | Co-held by | Combined value |
|---|---|---|
| NVIDIA CORPNVDA | 187 funds | $330.4B |
| MICROSOFT CORPMSFT | 184 funds | $229.1B |
| AMAZON.COM INCAMZN | 184 funds | $182.6B |
| BROADCOM INCAVGO | 184 funds | $130.9B |
| META PLATFORMS INC-CLASS AMETA | 182 funds | $98.4B |
| ALPHABET INC-CL AGOOGL | 180 funds | $143.2B |
| VISA INC-CLASS A SHARESV | 176 funds | $51.0B |
| MICRON TECHNOLOGY INCMU | 176 funds | $30.0B |
| VISTRA CORPVST | 175 funds | $7.5B |
| APPLE INCAAPL | 174 funds | $234.1B |
| ELI LILLY & COLLY | 173 funds | $60.9B |
| ADVANCED MICRO DEVICESAMD | 171 funds | $25.3B |
Ranked by how many of TLN'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 TLN. 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.