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/TPL/capital-change-brief"
Use Arkolith's capital_change_brief for TPL. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | HORIZON KINETICS ASSET MANAGEMENT LLC | $4.8B | 10.0M | ▼−3.1% Reduced · −318K sh | Q1 2026 | |
| 2 | BlackRock, Inc. | $2.8B | 6.0M | ▼~0% Reduced · −757 sh | Q1 2026 | |
| 3 | STATE STREET CORP | $1.8B | 3.8M | ▲+5.5% Added · +198K sh | Q1 2026 | |
| 4 | VANGUARD CAPITAL MANAGEMENT LLC | $1.8B | 3.8M | ▲New +3.8M sh | Q1 2026 | |
| 5 | VANGUARD PORTFOLIO MANAGEMENT LLC | $1.5B | 3.1M | ▲New +3.1M sh | Q1 2026 | |
| 6 | GEODE CAPITAL MANAGEMENT, LLC | $772.4M | 1.6M | ▼−7.1% Reduced · −126K sh | Q1 2026 | |
| 7 | FIRST MANHATTAN CO. LLC. | $504.3M | 1.1M | ▲+4.9% Added · +49K sh | Q1 2026 | |
| 8 | SoftVest Advisors, LLC | $504.0M | 1.1M | ▼−10% Reduced · −119K sh | Q1 2026 | |
| 9 | MORGAN STANLEY | $457.7M | 964K | ▲+32% Added · +237K sh | Q1 2026 | |
| 10 | PACIFIC HEIGHTS ASSET MANAGEMENT LLC | $294.2M | 620K | —Held | Q1 2026 | |
| 11 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $291.1M | 613K | ▲+3.5% Added · +21K sh | Q1 2026 | |
| 12 | NORTHERN TRUST CORP | $258.6M | 545K | ▼−1.6% Reduced · −9K sh | Q1 2026 | |
| 13 | UBS Group AG | $224.8M | 474K | ▲+3.9% Added · +18K sh | Q1 2026 | |
| 14 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME | $211.9M | 447K | ▲+18% Added · +69K sh | Q1 2026 | |
| 15 | DIMENSIONAL FUND ADVISORS LP | $204.5M | 431K | ▼−3.2% Reduced · −14K sh | Q1 2026 | |
| 16 | SCHWARTZ INVESTMENT COUNSEL INC | $195.0M | 411K | ▼−14% Reduced · −64K sh | Q1 2026 | |
| 17 | Legal & General Group Plc | $191.0M | 403K | ▲+0.7% Added · +3K sh | Q1 2026 | |
| 18 | TD ASSET MANAGEMENT INC | $179.7M | 379K | ▼−7.8% Reduced · −32K sh | Q1 2026 | |
| 19 | GOLDMAN SACHS GROUP INC | $177.5M | 374K | ▲+19% Added · +59K sh | Q1 2026 | |
| 20 | Bank of New York Mellon Corp | $169.6M | 357K | ▲+1.3% Added · +5K sh | Q1 2026 | |
| 21 | VANGUARD FIDUCIARY TRUST CO | $158.8M | 335K | ▲New +335K sh | Q1 2026 | |
| 22 | Epoch Investment Partners, Inc. | $157.1M | 331K | ▼−13% Reduced · −51K sh | Q1 2026 | |
| 23 | Amundi | $132.8M | 280K | ▲+12% Added · +29K sh | Q1 2026 | |
| 24 | Douglass Winthrop Advisors, LLC | $127.6M | 269K | ▼−19% Reduced · −62K sh | Q1 2026 | |
| 25 | Tidal Investments LLC | $126.2M | 266K | ▲New +266K 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 16, 2026 | HORIZON KINETICS ASSET MANAGEMENT LLC | 10% Owner | Buy (P) | 1 | $416 |
| Jul 15, 2026 | HORIZON KINETICS ASSET MANAGEMENT LLC | 10% Owner | Buy (P) | 1 | $414 |
| Jul 14, 2026 | HORIZON KINETICS ASSET MANAGEMENT LLC | 10% Owner | Buy (P) | 1 | $408 |
| Jul 13, 2026 | HORIZON KINETICS ASSET MANAGEMENT LLC | 10% Owner | Buy (P) | 1 | $411 |
| Jul 10, 2026 | HORIZON KINETICS ASSET MANAGEMENT LLC | 10% Owner | Buy (P) | 1 | $386 |
| Jul 9, 2026 | HORIZON KINETICS ASSET MANAGEMENT LLC | 10% Owner | Buy (P) | 1 | $400 |
| Jul 8, 2026 | HORIZON KINETICS ASSET MANAGEMENT LLC | 10% Owner | Buy (P) | 1 | $397 |
| Jul 7, 2026 | HORIZON KINETICS ASSET MANAGEMENT LLC | 10% Owner | Buy (P) | 1 | $401 |
| Jul 6, 2026 | HORIZON KINETICS ASSET MANAGEMENT LLC | 10% Owner | Buy (P) | 1 | $409 |
| Jul 2, 2026 | HORIZON KINETICS ASSET MANAGEMENT LLC | 10% Owner | Buy (P) | 1 | $403 |
| Jul 1, 2026 | HORIZON KINETICS ASSET MANAGEMENT LLC | 10% Owner | Buy (P) | 1 | $426 |
| Jun 30, 2026 | HORIZON KINETICS ASSET MANAGEMENT LLC | 10% Owner | Buy (P) | 1 | $436 |
| Company | Co-held by | Combined value |
|---|---|---|
| AMAZON.COM INCAMZN | 268 funds | $180.4B |
| APPLE INCAAPL | 267 funds | $260.7B |
| NVIDIA CORPNVDA | 266 funds | $338.1B |
| MICROSOFT CORPMSFT | 265 funds | $242.7B |
| META PLATFORMS INC-CLASS AMETA | 265 funds | $97.2B |
| ALPHABET INC-CL AGOOGL | 264 funds | $150.1B |
| ALPHABET INC-CL CGOOG | 263 funds | $112.6B |
| COSTCO WHOLESALE CORPCOST | 263 funds | $38.0B |
| ELI LILLY & COLLY | 262 funds | $66.8B |
| JPMORGAN CHASE & COJPM | 262 funds | $59.6B |
| VISA INC-CLASS A SHARESV | 262 funds | $50.7B |
| BROADCOM INCAVGO | 261 funds | $135.9B |
Ranked by how many of TPL'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 TPL. 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.