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/TREE/capital-change-brief"
Use Arkolith's capital_change_brief for TREE. 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. | $46.7M | 1.1M | ▲+1.9% Added · +20K sh | Q1 2026 | |
| 2 | JENNISON ASSOCIATES LLC | $43.7M | 1.0M | ▲+74% Added · +434K sh | Q1 2026 | |
| 3 | PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | $27.7M | 647K | ▲+38% Added · +177K sh | Q1 2026 | |
| 4 | AMERIPRISE FINANCIAL INC | $23.8M | 555K | ▲+10% Added · +50K sh | Q1 2026 | |
| 5 | VANGUARD CAPITAL MANAGEMENT LLC | $20.5M | 478K | ▲New +478K sh | Q1 2026 | |
| 6 | Divisadero Street Capital Management, LP | $20.1M | 469K | ▲New +469K sh | Q1 2026 | |
| 7 | MILLENNIUM MANAGEMENT LLC | $15.8M | 368K | ▲22× Added · +352K sh | Q1 2026 | |
| 8 | EMERALD ADVISERS, LLC | $14.6M | 340K | ▼−6.2% Reduced · −22K sh | Q1 2026 | |
| 9 | JACOBS LEVY EQUITY MANAGEMENT, INC | $13.8M | 321K | ▲+4.1% Added · +13K sh | Q1 2026 | |
| 10 | GEODE CAPITAL MANAGEMENT, LLC | $11.9M | 278K | ▲+3.4% Added · +9K sh | Q1 2026 | |
| 11 | DIMENSIONAL FUND ADVISORS LP | $11.9M | 277K | ▲+9.0% Added · +23K sh | Q1 2026 | |
| 12 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $11.8M | 274K | ▲+33% Added · +68K sh | Q1 2026 | |
| 13 | RENAISSANCE TECHNOLOGIES LLC | $11.2M | 260K | ▼−4.5% Reduced · −12K sh | Q1 2026 | |
| 14 | Mariner, LLC | $11.1M | 258K | ▼−85% Reduced · −1.5M sh | Q1 2026 | |
| 15 | STATE STREET CORP | $10.7M | 250K | ▲+2.0% Added · +5K sh | Q1 2026 | |
| 16 | EMERALD MUTUAL FUND ADVISERS TRUST | $9.4M | 218K | —Held | Q1 2026 | |
| 17 | AQR CAPITAL MANAGEMENT LLC | $8.7M | 203K | ▲+374% Added · +160K sh | Q1 2026 | |
| 18 | GOLDMAN SACHS GROUP INC | $8.1M | 190K | ▲+70% Added · +78K sh | Q1 2026 | |
| 19 | FMR LLC | $7.8M | 183K | ▲+7.6% Added · +13K sh | Q1 2026 | |
| 20 | MARSHALL WACE, LLP | $7.8M | 182K | ▲+171% Added · +115K sh | Q1 2026 | |
| 21 | FEDERATED HERMES, INC. | $7.6M | 178K | ▲+4.4% Added · +8K sh | Q1 2026 | |
| 22 | G2 Investment Partners Management LLC | $7.5M | 175K | ▲+90% Added · +83K sh | Q1 2026 | |
| 23 | JANE STREET GROUP, LLC | $5.8M | 136K | ▲Added Added · +136K sh | Q1 2026 | |
| 24 | VANGUARD PORTFOLIO MANAGEMENT LLC | $5.8M | 134K | ▲New +134K sh | Q1 2026 | |
| 25 | MORGAN STANLEY | $4.5M | 105K | ▲+27% Added · +22K 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 |
|---|---|---|---|---|---|
| Jun 17, 2026 | Dalporto Gabriel | Director | Grant (A) | 5K | $0 |
| Jun 17, 2026 | Davidson Thomas M JR | Director | Grant (A) | 5K | $0 |
| Jun 17, 2026 | THOMPSON G KENNEDY | Director | Grant (A) | 5K | $0 |
| Jun 17, 2026 | Sarasvathy Saras | Director | Grant (A) | 5K | $0 |
| Jun 17, 2026 | Rodriguez Diego A | Director | Grant (A) | 5K | $0 |
| Jun 17, 2026 | OZONIAN STEVEN | Director | Grant (A) | 5K | $0 |
| Jun 17, 2026 | Henderson Robin | Director | Grant (A) | 5K | $0 |
| Jun 17, 2026 | ERNST MARK A | Director | Grant (A) | 5K | $0 |
| Jun 11, 2026 | Dalporto Gabriel | Director | Option exercise (M) | 5K | — |
| Jun 11, 2026 | Dalporto Gabriel | Director | Option exercise (M) | 5K | $0 |
| Jun 11, 2026 | Davidson Thomas M JR | Director | Option exercise (M) | 5K | — |
| Jun 11, 2026 | Davidson Thomas M JR | Director | Option exercise (M) | 5K | $0 |
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 59 funds | $27.9B |
| BROADCOM INCAVGO | 59 funds | $15.0B |
| NVIDIA CORPNVDA | 58 funds | $40.0B |
| AMAZON.COM INCAMZN | 58 funds | $19.1B |
| ALPHABET INC-CL AGOOGL | 58 funds | $18.1B |
| META PLATFORMS INC-CLASS AMETA | 58 funds | $12.7B |
| JPMORGAN CHASE & COJPM | 58 funds | $9.1B |
| ELI LILLY & COLLY | 58 funds | $6.8B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 58 funds | $5.8B |
| COSTCO WHOLESALE CORPCOST | 58 funds | $4.6B |
| EXPEDIA GROUP INCEXPE | 58 funds | $687.5M |
| APPLE INCAAPL | 57 funds | $31.5B |
Ranked by how many of TREE'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 TREE. 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.