| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | MARSHALL WACE, LLP | $58.4M | 649K | ▲22× Added · +620K sh | Q1 2026 | |
| 2 | PensionDanmark Pensionsforsikringsaktieselskab | $5.4M | 66K | ▲New +66K sh | Q2 2026 | |
| 3 | COOPER INVESTORS PTY LTD | $4.0M | 49K | ▲+15% Added · +6K sh | Q2 2026 | |
| 4 | Addenda Capital Inc. | $5.5M | 48K | ▼−1.5% Reduced · −749 sh | Q2 2026 | |
| 5 | First National Bank of Mount Dora, Trust Investment Services | $3.7M | 45K | ▼−2.5% Reduced · −1K sh | Q2 2026 | |
| 6 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $3.0M | 33K | ▲+1.6% Added · +534 sh | Q2 2026 | |
| 7 | RFG Advisory, LLC | $898K | 11K | ▼−59% Reduced · −16K sh | Q2 2026 | |
| 8 | Prospera Financial Services Inc | $855K | 10K | ▲New +10K sh | Q2 2026 | |
| 9 | PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | $862K | 10K | ▼−4.2% Reduced · −423 sh | Q1 2026 | |
| 10 | Portside Wealth Group, LLC | $625K | 8K | ▼−3.6% Reduced · −288 sh | Q2 2026 | |
| 11 | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | $576K | 7K | ▲New +7K sh | Q2 2026 | |
| 12 | Charles Schwab Trust Co | $540K | 7K | ▼−1.5% Reduced · −104 sh | Q2 2026 | |
| 13 | Bond & Devick Financial Network, Inc. | $538K | 7K | ▲New +7K sh | Q2 2026 | |
| 14 | Dynamic Advisor Solutions LLC | $493K | 6K | ▼−8.0% Reduced · −522 sh | Q2 2026 | |
| 15 | CERTIOR FINANCIAL GROUP, LLC | $414K | 5K | ▲New +5K sh | Q2 2026 | |
| 16 | IFP Advisors, Inc | $409K | 5K | ▲New +5K sh | Q2 2026 | |
| 17 | Arista Wealth Management, LLC | $385K | 5K | ▼−1.5% Reduced · −72 sh | Q2 2026 | |
| 18 | Venturi Wealth Management, LLC | $307K | 4K | ▲New +4K sh | Q2 2026 | |
| 19 | Aaron Wealth Advisors LLC | $299K | 4K | ▲New +4K sh | Q2 2026 | |
| 20 | Ballentine Partners, LLC | $259K | 3K | ▲New +3K sh | Q2 2026 | |
| 21 | Versant Capital Management, Inc | $226K | 3K | ▲+31% Added · +659 sh | Q2 2026 | |
| 22 | HIGHLINE WEALTH PARTNERS LLC | $188K | 2K | ▲New +2K sh | Q2 2026 | |
| 23 | Physician Wealth Advisors, Inc. | $89K | 1K | ▲New +1K sh | Q2 2026 | |
| 24 | GAMMA Investing LLC | $78K | 954 | ▼−32% Reduced · −443 sh | Q2 2026 | |
| 25 | Cromwell Holdings LLC | $44K | 543 | ▼−35% Reduced · −288 sh | Q2 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.
| Company | Co-held by | Combined value |
|---|---|---|
| ISHARES CORE S&P 500 ETFIVV | 2 funds | $17.8B |
| NVIDIA CORPNVDA | 2 funds | $4.1B |
| APPLE INCAAPL | 2 funds | $3.7B |
| AMAZON.COM INCAMZN | 2 funds | $2.7B |
| MICROSOFT CORPMSFT | 2 funds | $2.4B |
| ALPHABET INC-CL AGOOGL | 2 funds | $1.6B |
| BROADCOM INCAVGO | 2 funds | $1.4B |
| ALPHABET INC-CL CGOOG | 2 funds | $1.3B |
| TESLA INCTSLA | 2 funds | $1.2B |
| META PLATFORMS INC-CLASS AMETA | 2 funds | $1.1B |
| TAIWAN SEMICONDUCTOR-SP ADRTSM | 2 funds | $1.0B |
| CHEVRON CORPCVX | 2 funds | $1.0B |
Ranked by how many of TRI's institutional holders also hold each name, a cross-fund conviction signal.
No open-market insider transactions on file yet. Grants, gifts, and exercises live on the full insider page.
No filings captured for this ticker in the live stream yet.
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/TRI/capital-change-brief"
Use Arkolith's capital_change_brief for TRI. 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 TRI. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.