The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This stock page is the Follow view. The Build view lets your agent query TR owners, fund changes, insider filings, and source links through REST or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/TR"
Use Arkolith to show who owns TR, which funds added or reduced it, and which SEC filings prove each claim.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | VANGUARD PORTFOLIO MANAGEMENT LLC | $55.1M | 1.3M | ▲New +1.3M sh | Q1 2026 | |
| 2 | STATE STREET CORP | $33.2M | 777K | ▲+9.4% Added · +67K sh | Q1 2026 | |
| 3 | GEODE CAPITAL MANAGEMENT, LLC | $24.1M | 565K | ▼−3.3% Reduced · −19K sh | Q1 2026 | |
| 4 | Allspring Global Investments Holdings, LLC | $15.0M | 348K | ▼−29% Reduced · −143K sh | Q1 2026 | |
| 5 | VANGUARD FIDUCIARY TRUST CO | $5.9M | 138K | ▲New +138K sh | Q1 2026 | |
| 6 | PUBLIC SECTOR PENSION INVESTMENT BOARD | $3.1M | 72K | ▲+6.3% Added · +4K sh | Q1 2026 | |
| 7 | CITADEL ADVISORS LLC | $2.9M | 68K | ▼−43% Reduced · −51K sh | Q1 2026 | |
| 8 | EXCHANGE TRADED CONCEPTS, LLC | $2.3M | 54K | ▲+6.6% Added · +3K sh | Q1 2026 | |
| 9 | Robertson Stephens Wealth Management, LLC | $1.3M | 30K | ▲+20% Added · +5K sh | Q1 2026 | |
| 10 | CWA Asset Management Group, LLC | $679K | 16K | ▲+3.0% Added · +463 sh | Q1 2026 | |
| 11 | MetLife Investment Management, LLC | $465K | 11K | ▲+3.0% Added · +316 sh | Q1 2026 | |
| 12 | Chevy Chase Trust Holdings, LLC | $456K | 11K | —Held | Q1 2026 | |
| 13 | Illinois Municipal Retirement Fund | $431K | 10K | ▼−4.2% Reduced · −438 sh | Q1 2026 | |
| 14 | Advisors Asset Management, Inc. | $422K | 10K | ▲+0.5% Added · +48 sh | Q1 2026 | |
| 15 | Vanguard Personalized Indexing Management, LLC | $352K | 8K | ▲+1.6% Added · +130 sh | Q1 2026 | |
| 16 | Williams Jones Wealth Management, LLC. | $307K | 7K | —Held | Q1 2026 | |
| 17 | Aquatic Capital Management LLC | $266K | 6K | ▼−48% Reduced · −6K sh | Q1 2026 | |
| 18 | Zurcher Kantonalbank (Zurich Cantonalbank) | $266K | 6K | ▲+3.0% Added · +181 sh | Q1 2026 | |
| 19 | Ballentine Partners, LLC | $264K | 6K | ▼~0% Reduced · −1 sh | Q1 2026 | |
| 20 | Ensign Peak Advisors, Inc | $259K | 6K | ▲+3.0% Added · +176 sh | Q1 2026 | |
| 21 | SAPIENT CAPITAL LLC | $255K | 6K | ▲+3.0% Added · +173 sh | Q1 2026 | |
| 22 | YOUSIF CAPITAL MANAGEMENT, LLC | $230K | 5K | ▲New +5K sh | Q1 2026 | |
| 23 | OPPENHEIMER & CO INC | $223K | 5K | ▲New +5K sh | Q1 2026 | |
| 24 | Police & Firemen's Retirement System of New Jersey | $216K | 5K | ▲+3.0% Added · +147 sh | Q1 2026 | |
| 25 | RWA WEALTH PARTNERS, LLC | $213K | 5K | ▲New +5K 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 |
|---|---|---|---|---|---|
| Dec 11, 2024 | GORDON ELLEN R | CHAIRMAN AND CEO, Director, 10% Owner | Gift (G) | 21K | $0 |
| Nov 7, 2024 | GORDON ELLEN R | CHAIRMAN AND CEO, Director, 10% Owner | Other (J) | 4.7M | $0 |
| Nov 7, 2024 | GORDON ELLEN R | CHAIRMAN AND CEO, Director, 10% Owner | Other (J) | 4.7M | — |
| Jul 28, 2023 | GORDON ELLEN R | CHAIRMAN AND CEO, Director, 10% Owner | Gift (G) | 20K | $0 |
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 55 funds | $28.8B |
| AMAZON.COM INCAMZN | 55 funds | $20.2B |
| ALPHABET INC-CL AGOOGL | 55 funds | $18.7B |
| ELI LILLY & COLLY | 55 funds | $9.3B |
| TESLA INCTSLA | 55 funds | $8.3B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 55 funds | $6.8B |
| MASTERCARD INC - AMA | 55 funds | $4.8B |
| CHEVRON CORPCVX | 55 funds | $4.0B |
| CATERPILLAR INCCAT | 55 funds | $2.8B |
| ABBOTT LABORATORIESABT | 55 funds | $2.2B |
| MCDONALD'S CORPMCD | 55 funds | $2.1B |
| HERSHEY CO/THEHSY | 55 funds | $549.5M |
Ranked by how many of TR'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 TR. 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.