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/TPB/capital-change-brief"
Use Arkolith's capital_change_brief for TPB. 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. | $127.6M | 1.5M | ▲+1.7% Added · +25K sh | Q1 2026 | |
| 2 | VANGUARD CAPITAL MANAGEMENT LLC | $70.8M | 816K | ▲New +816K sh | Q1 2026 | |
| 3 | ArrowMark Colorado Holdings LLC | $64.7M | 745K | ▼−14% Reduced · −124K sh | Q1 2026 | |
| 4 | FIRST TRUST ADVISORS LP | $59.9M | 690K | ▲+40% Added · +196K sh | Q1 2026 | |
| 5 | GEODE CAPITAL MANAGEMENT, LLC | $52.2M | 601K | ▲+11% Added · +59K sh | Q1 2026 | |
| 6 | FMR LLC | $45.5M | 524K | ▼−2.3% Reduced · −13K sh | Q1 2026 | |
| 7 | TWO SIGMA INVESTMENTS, LP | $44.7M | 515K | ▲+79% Added · +227K sh | Q1 2026 | |
| 8 | DIMENSIONAL FUND ADVISORS LP | $39.4M | 454K | ▼−2.0% Reduced · −9K sh | Q1 2026 | |
| 9 | Maple Rock Capital Partners Inc. | $37.8M | 436K | ▲+9.2% Added · +37K sh | Q1 2026 | |
| 10 | Copeland Capital Management, LLC | $35.3M | 407K | ▲+99% Added · +203K sh | Q1 2026 | |
| 11 | FIRST SABREPOINT CAPITAL MANAGEMENT LP | $34.7M | 400K | —Held | Q1 2026 | |
| 12 | VANGUARD PORTFOLIO MANAGEMENT LLC | $34.7M | 400K | ▲New +400K sh | Q1 2026 | |
| 13 | STATE STREET CORP | $33.3M | 384K | ▲+3.6% Added · +13K sh | Q1 2026 | |
| 14 | T. Rowe Price Investment Management, Inc. | Withheld | 369K | ▼−25% Reduced · −120K sh | Q1 2026 | |
| 15 | AMERICAN CENTURY COMPANIES INC | $31.7M | 365K | ▲+27% Added · +78K sh | Q1 2026 | |
| 16 | Divisadero Street Capital Management, LP | $25.7M | 296K | ▼−44% Reduced · −236K sh | Q1 2026 | |
| 17 | PRICE T ROWE ASSOCIATES INC /MD/ | $25.6M | 295K | ▲+41% Added · +86K sh | Q1 2026 | |
| 18 | BANK OF AMERICA CORP /DE/ | $25.2M | 291K | ▲+67% Added · +117K sh | Q1 2026 | |
| 19 | JPMORGAN CHASE & CO | $24.9M | 289K | ▲+450% Added · +237K sh | Q1 2026 | |
| 20 | APIS CAPITAL ADVISORS, LLC | $22.0M | 254K | ▲+55% Added · +90K sh | Q1 2026 | |
| 21 | Madison Avenue Partners, LP | $21.5M | 248K | —Held | Q1 2026 | |
| 22 | Junto Capital Management LP | $21.0M | 242K | ▲New +242K sh | Q1 2026 | |
| 23 | GOLDMAN SACHS GROUP INC | $16.1M | 185K | ▲+55% Added · +66K sh | Q1 2026 | |
| 24 | NORTHERN TRUST CORP | $15.4M | 178K | ▲+5.4% Added · +9K sh | Q1 2026 | |
| 25 | BANK OF MONTREAL /CAN/ | $13.6M | 157K | ▲~0% Added · +15 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 12, 2026 | Wigginton Brian | Sr VP Finance & CAO | Sell (S) | 4K | $367K |
| May 11, 2026 | Shanahan Kathleen M | Director | Grant (A) | 1K | $120K |
| May 11, 2026 | Wexler Lawrence | Director | Grant (A) | 1K | $120K |
| May 11, 2026 | Usher Stephen | Director | Grant (A) | 1K | $120K |
| May 11, 2026 | Frushone Ashley Davis | Director | Grant (A) | 1K | $120K |
| May 11, 2026 | Diao H.C. Charles | Director | Grant (A) | 1K | $120K |
| May 11, 2026 | Baxter Gregory H.A. | Director | Grant (A) | 1K | $120K |
| May 11, 2026 | Catsimatidis John A. Jr | Director | Grant (A) | 1K | $120K |
| May 11, 2026 | Reddy Rohith | Director | Grant (A) | 1K | $120K |
| Mar 24, 2026 | Purdy Graham | President and CEO, Director | Grant (A) | 9K | $750K |
| Mar 4, 2026 | Flynn Andrew | Chief Financial Officer | Sell (S) | 2K | $195K |
| Mar 3, 2026 | Glazek David Edward | Executive Chairman, Director | Grant (A) | 5K | $488K |
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 77 funds | $27.0B |
| APPLE INCAAPL | 75 funds | $33.1B |
| JPMORGAN CHASE & COJPM | 75 funds | $8.5B |
| CAPITAL ONE FINANCIAL CORPCOF | 75 funds | $1.8B |
| AMAZON.COM INCAMZN | 74 funds | $20.8B |
| BROADCOM INCAVGO | 74 funds | $14.6B |
| META PLATFORMS INC-CLASS AMETA | 74 funds | $12.7B |
| ELI LILLY & COLLY | 74 funds | $7.4B |
| VISA INC-CLASS A SHARESV | 74 funds | $5.6B |
| COSTCO WHOLESALE CORPCOST | 74 funds | $5.1B |
| NVIDIA CORPNVDA | 73 funds | $41.9B |
| ALPHABET INC-CL AGOOGL | 73 funds | $17.5B |
Ranked by how many of TPB'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 TPB. 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.