Among active 13F managers last quarter, 9 opened and 24 added, while 14 reduced; the largest holder to move was Renaissance Technologies LLC (−0.3%). No open-market insider trades in the last 180 days.
Funds lean in and no leg opposes.
213 tracked 13F filers disclose a position in TR as of the latest SEC 13F filings, a combined $463.1M 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 | BlackRock, Inc. | 2.1M | $84.4M | ▼−30% Reduced · −895K sh | Q2 2026 | |
| 2 | Vanguard Portfolio Management LLC | 1.2M | $45.7M | ▼−10% Reduced · −135K sh | Q2 2026 | |
| 3 | Dimensional Fund Advisors LP | 1.2M | $49.2M | ▲+2.4% Added · +27K sh | Q1 2026 | |
| 4 | Vanguard Capital Management LLC | 792K | $31.3M | ▼−0.8% Reduced · −6K sh | Q2 2026 | |
| 5 | State Street Corp | 484K | $19.2M | ▼−38% Reduced · −293K sh | Q2 2026 | |
| 6 | Renaissance Technologies LLC | 454K | $19.4M | ▼−0.3% Reduced · −1K sh | Q1 2026 | |
| 7 | Geode Capital Management, LLC | 357K | $14.1M | ▼−37% Reduced · −208K sh | Q2 2026 | |
| 8 | HFR Wealth Management, LLC | 295K | $11.7M | ▲+1.9% Added · +6K sh | Q2 2026 | |
| 9 | Two Sigma Investments, LP | 226K | $9.6M | ▲+198% Added · +150K sh | Q1 2026 | |
| 10 | Northern Trust Corp | 210K | $9.0M | ▲+5.2% Added · +10K sh | Q1 2026 | |
| 11 | UBS Group AG | 205K | $8.8M | ▲+5.7% Added · +11K sh | Q1 2026 | |
| 12 | T. Rowe Price Investment Management, Inc. | 199K | Withheld | ▼−0.1% Reduced · −135 sh | Q2 2026 | |
| 13 | Morgan Stanley | 198K | $8.5M | ▲+3.1% Added · +6K sh | Q1 2026 | |
| 14 | Bank of New York Mellon Corp | 188K | $8.0M | ▲+0.6% Added · +1K sh | Q1 2026 | |
| 15 | Charles Schwab Investment Management Inc | 181K | $7.7M | ▲+1.5% Added · +3K sh | Q1 2026 | |
| 16 | BFSG, LLC | 180K | $7.1M | ▼−0.1% Reduced · −282 sh | Q2 2026 | |
| 17 | Citadel Advisors LLC | 153K | $6.0M | ▲+124% Added · +85K sh | Q2 2026 | |
| 18 | ProShare Advisors LLC | 152K | $6.5M | ▼−6.4% Reduced · −10K sh | Q1 2026 | |
| 19 | Bank Of America Corp | 144K | $6.1M | ▲+1.4% Added · +2K sh | Q1 2026 | |
| 20 | Vanguard Fiduciary Trust Co | 124K | $4.9M | ▼−10% Reduced · −14K sh | Q2 2026 | |
| 21 | Principal Financial Group Inc | 107K | $4.6M | ▼−3.8% Reduced · −4K sh | Q1 2026 | |
| 22 | Millennium Management LLC | 101K | $4.3M | ▼−5.8% Reduced · −6K sh | Q1 2026 | |
| 23 | Gabelli Funds LLC | 99K | $4.2M | ▲+3.0% Added · +3K sh | Q1 2026 | |
| 24 | Goldman Sachs Group Inc | 96K | $4.1M | ▲+78% Added · +42K sh | Q1 2026 | |
| 25 | First Trust Advisors LP | 88K | $3.8M | ▼−16% Reduced · −16K 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. 1 value row is withheld because the reported units disagree with same-security peers; share counts are unchanged.
Last quarter, 9 funds opened a new position in TR and 24 added to an existing one, while 14 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 |
|---|---|---|
| Microsoft CorpMSFT | 109 funds | $144.5B |
| Nvidia CorpNVDA | 108 funds | $241.5B |
| Eli Lilly & CoLLY | 107 funds | $54.0B |
| Meta Platforms Inc-Class AMETA | 106 funds | $64.4B |
| Chevron CorpCVX | 106 funds | $14.8B |
| Amazon.com IncAMZN | 105 funds | $112.5B |
| Apple IncAAPL | 104 funds | $169.6B |
| Alphabet Inc-CL AGOOGL | 103 funds | $95.5B |
| JPMorgan Chase & CoJPM | 103 funds | $36.0B |
| Mastercard Inc - AMA | 103 funds | $33.2B |
| Broadcom IncAVGO | 102 funds | $95.2B |
| Costco Wholesale CorpCOST | 102 funds | $21.1B |
Ranked by how many of TR's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in TR.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Aug 20, 2021 | Weiner Leigh R | 10% Owner | Sell (S) | 285K | $9.9M |
| Dec 6, 2016 | Gordon Ellen R | President, Director, 10% Owner | Sell (S) | 53K | $2.1M |
| Dec 6, 2016 | Gordon Ellen R | President, Director, 10% Owner | Buy (P) | 53K | $2.1M |
| Jul 31, 2014 | Lewis Brent Lana Jane | Director | Buy (P) | 15K | $404K |
| May 7, 2013 | Lewis Brent Lana Jane | Director | Sell (S) | 15K | $461K |
| Mar 7, 2012 | Lewis Brent Lana Jane | Director | Buy (P) | 2K | $45K |
| Jan 5, 2012 | Lewis Brent Lana Jane | Director | Buy (P) | 72 | $2K |
| Oct 18, 2011 | Lewis Brent Lana Jane | Director | Buy (P) | 70 | $2K |
| Jul 12, 2011 | Lewis Brent Lana Jane | Director | Buy (P) | 57 | $2K |
| Apr 1, 2011 | Lewis Brent Lana Jane | Director | Buy (P) 2 lots, same day | 24 | $672 |
| Jan 23, 2008 | Weiner Leigh R | 10% Owner | Sell (S) | 50K | $1.3M |
| Aug 7, 2007 | Weiner Leigh R | 10% Owner | Sell (S) | 25K | $745K |
One row per insider, day and transaction code; shares and value are summed across the lots. Every lot is on the full insider page and in the filing.
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 | 51 | 33 | – |
Insiders Form 4 open-market | 0 | 0 | $0 |
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 TR
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/TR/capital-change-brief"
Use Arkolith's capital_change_brief for TR. 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 TR. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.