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.
| # | 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 | Arista Wealth Management, LLC | $385K | 5K | ▼−1.5% Reduced · −72 sh | Q2 2026 | |
| 16 | Aaron Wealth Advisors LLC | $299K | 4K | ▲New +4K sh | Q2 2026 | |
| 17 | Ballentine Partners, LLC | $259K | 3K | ▲New +3K sh | Q2 2026 | |
| 18 | Versant Capital Management, Inc | $226K | 3K | ▲+31% Added · +659 sh | Q2 2026 | |
| 19 | HIGHLINE WEALTH PARTNERS LLC | $188K | 2K | ▲New +2K sh | Q2 2026 | |
| 20 | GAMMA Investing LLC | $78K | 954 | ▼−32% Reduced · −443 sh | Q2 2026 | |
| 21 | Cromwell Holdings LLC | $44K | 543 | ▼−35% Reduced · −288 sh | Q2 2026 | |
| 22 | TRUST CO OF TOLEDO NA /OH/ | $31K | 375 | ▲New +375 sh | Q2 2026 | |
| 23 | CGC Financial Services, LLC | $25K | 310 | ▼−1.6% Reduced · −5 sh | Q2 2026 | |
| 24 | Brown Shipley& Co Ltd | $15K | 189 | ▼−1.6% Reduced · −3 sh | Q2 2026 | |
| 25 | BEACON INVESTMENT ADVISORY SERVICES, INC. | $14K | 171 | ▼−64% Reduced · −298 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.
No Form 4 insider transactions on file yet.
| 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. Via the MCP server (ticker.co_held).
No filings captured for this ticker in the live stream yet.
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. Every panel above is one call to the Arkolith API & MCP server.