Among active 13F managers last quarter, 2 opened and 3 added, while 2 reduced; the largest holder to move was Marshall Wace, LLP (−44%). Over the last 180 days, 2 insiders bought and none sold, a net +$1.0M in open-market trades.
Funds lean in and no leg opposes.
31 tracked 13F filers disclose a position in TLSA as of the latest SEC 13F filings, a combined $1.7M 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 | Mid-American Wealth Advisory Group, Inc. | 323K | $414K | ▲New +323K sh | Q2 2026 | |
| 2 | Marshall Wace, LLP | 158K | $184K | ▼−44% Reduced · −124K sh | Q1 2026 | |
| 3 | Zhang Financial LLC | 126K | $161K | ▲+13% Added · +14K sh | Q2 2026 | |
| 4 | UBS Group AG | 96K | $112K | ▼−9.0% Reduced · −10K sh | Q1 2026 | |
| 5 | Citadel Advisors LLC | 80K | $103K | ▲+129% Added · +45K sh | Q2 2026 | |
| 6 | Focus Partners Wealth | 79K | $93K | ▼−0.8% Reduced · −606 sh | Q1 2026 | |
| 7 | Geode Capital Management, LLC | 78K | $100K | —Held | Q2 2026 | |
| 8 | Goldman Sachs Group Inc | 76K | $89K | ▼−31% Reduced · −35K sh | Q1 2026 | |
| 9 | HSBC Holdings PLC | 62K | $76K | —Held | Q1 2026 | |
| 10 | Morgan Stanley | 52K | $61K | —Held | Q1 2026 | |
| 11 | Ewa, LLC | 45K | $57K | ▼−2.7% Reduced · −1K sh | Q2 2026 | |
| 12 | XTX Topco Ltd | 29K | $33K | ▲New +29K sh | Q1 2026 | |
| 13 | Jane Street Group, LLC | 24K | $28K | ▲New +24K sh | Q1 2026 | |
| 14 | Private Advisor Group, LLC | 20K | $25K | ▲New +20K sh | Q2 2026 | |
| 15 | China Universal Asset Management Co., Ltd. | 18K | $23K | ▲New +18K sh | Q2 2026 | |
| 16 | Susquehanna International Group, LLP | 17K | $20K | ▲+32% Added · +4K sh | Q1 2026 | |
| 17 | Rachor Investment Advisory Services, LLC | 17K | $22K | —Held | Q2 2026 | |
| 18 | Corient Private Wealth LP | 12K | $14K | ▼−0.4% Reduced · −50 sh | Q1 2026 | |
| 19 | JNBA Financial Advisors | 12K | $15K | —Held | Q2 2026 | |
| 20 | LPL Financial LLC | 11K | $12K | ▼−57% Reduced · −14K sh | Q1 2026 | |
| 21 | Wealth Alliance, LLC | 10K | $13K | —Held | Q2 2026 | |
| 22 | Venture Visionary Partners LLC | 10K | $13K | —Held | Q2 2026 | |
| 23 | Mariner, LLC | 10K | $12K | —Held | Q1 2026 | |
| 24 | DiNuzzo Private Wealth, Inc. | 5K | $6K | —Held | Q2 2026 | |
| 25 | Jones Financial Companies LLLP | 1K | $1K | ▲+58% Added · +377 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.
Last quarter, 2 funds opened a new position in TLSA and 3 added to an existing one, while 2 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 |
|---|---|---|
| Nvidia CorpNVDA | 11 funds | $5.0B |
| Amazon.com IncAMZN | 11 funds | $4.6B |
| Apple IncAAPL | 11 funds | $4.6B |
| Alphabet Inc-CL AGOOGL | 11 funds | $2.2B |
| Advanced Micro DevicesAMD | 11 funds | $1.8B |
| Eli Lilly & CoLLY | 11 funds | $1.7B |
| Alphabet Inc-CL CGOOG | 11 funds | $1.5B |
| Chevron CorpCVX | 11 funds | $1.5B |
| Tesla IncTSLA | 11 funds | $1.4B |
| Coca-Cola CoKO | 11 funds | $1.1B |
| Intel CorpINTC | 11 funds | $990.6M |
| Walmart IncWMT | 11 funds | $953.7M |
Ranked by how many of TLSA's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in TLSA.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Aug 5, 2026 | Elrifi Ivor | Chief Executive Officer | Buy (P) | 238K | $238K |
| Aug 4, 2026 | Elrifi Ivor | Chief Executive Officer | Buy (P) | 84K | $81K |
| Aug 3, 2026 | Elrifi Ivor | Chief Executive Officer | Buy (P) | 667K | $667K |
| Jul 21, 2026 | Cerrone Gabriele M | Director, 10% Owner | Buy (P) | 42K | $42K |
| Jun 12, 2026 | Cerrone Gabriele M | Director, 10% Owner | Buy (P) | 15K | $17K |
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 | 5 | 9 | – |
Insiders Form 4 open-market | 2 | 0 | +$1.0M |
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 TLSA
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/TLSA/capital-change-brief"
Use Arkolith's capital_change_brief for TLSA. 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 TLSA. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.