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/TRU/capital-change-brief"
Use Arkolith's capital_change_brief for TRU. 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. | $1.3B | 18.8M | ▲+3.2% Added · +583K sh | Q1 2026 | |
| 2 | DODGE & COX | $1.1B | 16.2M | ▲+64% Added · +6.3M sh | Q1 2026 | |
| 3 | MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | $1.6B | 13.1M | ▼−15% Reduced · −2.4M sh | Q1 2026 | |
| 4 | Independent Franchise Partners LLP | $839.4M | 12.1M | ▲+33% Added · +3.0M sh | Q1 2026 | |
| 5 | FMR LLC | $664.2M | 9.6M | ▲+115% Added · +5.1M sh | Q1 2026 | |
| 6 | VANGUARD CAPITAL MANAGEMENT LLC | $597.5M | 8.6M | ▲New +8.6M sh | Q1 2026 | |
| 7 | VANGUARD PORTFOLIO MANAGEMENT LLC | $572.8M | 8.3M | ▲New +8.3M sh | Q1 2026 | |
| 8 | T. Rowe Price Investment Management, Inc. | Withheld | 7.3M | ▲+3.6% Added · +257K sh | Q1 2026 | |
| 9 | STATE STREET CORP | $480.2M | 6.9M | ▲+1.6% Added · +108K sh | Q1 2026 | |
| 10 | MORGAN STANLEY | $479.5M | 6.9M | ▼−13% Reduced · −1.0M sh | Q1 2026 | |
| 11 | VAN ECK ASSOCIATES CORP | Withheld | 5.2M | ▲+6.2% Added · +307K sh | Q1 2026 | |
| 12 | JANUS HENDERSON GROUP PLC | $258.8M | 3.7M | ▲+8.5% Added · +293K sh | Q1 2026 | |
| 13 | Meritage Group LP | $251.4M | 3.6M | ▼−32% Reduced · −1.7M sh | Q1 2026 | |
| 14 | GEODE CAPITAL MANAGEMENT, LLC | $249.3M | 3.6M | ▲+2.6% Added · +92K sh | Q1 2026 | |
| 15 | Ninety One UK Ltd | $245.5M | 3.5M | ▼−1.5% Reduced · −54K sh | Q1 2026 | |
| 16 | Vulcan Value Partners, LLC | $221.9M | 3.2M | ▲+202% Added · +2.1M sh | Q1 2026 | |
| 17 | CITADEL ADVISORS LLC | $217.5M | 3.1M | ▲20× Added · +3.0M sh | Q1 2026 | |
| 18 | WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | $200.0M | 2.9M | ▼−27% Reduced · −1.1M sh | Q1 2026 | |
| 19 | DIMENSIONAL FUND ADVISORS LP | $172.8M | 2.5M | ▲+20% Added · +423K sh | Q1 2026 | |
| 20 | Theleme Partners LLP | $160.3M | 2.3M | ▲+3.9% Added · +86K sh | Q1 2026 | |
| 21 | NORTHERN TRUST CORP | $122.7M | 1.8M | ▼−2.0% Reduced · −36K sh | Q1 2026 | |
| 22 | JPMORGAN CHASE & CO | $112.5M | 1.7M | ▲+3.4% Added · +55K sh | Q1 2026 | |
| 23 | AQR CAPITAL MANAGEMENT LLC | $110.3M | 1.6M | ▲+320% Added · +1.2M sh | Q1 2026 | |
| 24 | Neuberger Berman Group LLC | $106.0M | 1.5M | ▼−12% Reduced · −217K sh | Q1 2026 | |
| 25 | Bank of New York Mellon Corp | $103.2M | 1.5M | ▼−0.9% Reduced · −14K 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 |
|---|---|---|---|---|---|
| Jul 7, 2026 | Williams Jennifer A. | SVP, Chief Accounting Officer | Sell (S) | 972 | $78K |
| Jul 1, 2026 | Skinner Todd C. | President, International | Sell (S) | 1K | $73K |
| Jul 1, 2026 | CHAOUKI STEVEN M | President, US Markets | Sell (S) | 10K | $726K |
| Jul 1, 2026 | Zuiker Alicia Brooke | EVP, CHRO | Tax withholding (F) | 7K | $514K |
| Jun 1, 2026 | CHAOUKI STEVEN M | President, US Markets | Sell (S) | 5K | $354K |
| Jun 1, 2026 | Williams Jennifer A. | SVP, Chief Accounting Officer | Tax withholding (F) | 404 | $30K |
| Jun 1, 2026 | Skinner Todd C. | President, International | Sell (S) | 1K | $71K |
| May 29, 2026 | RUSSELL HEATHER J | EVP, Chief Legal Officer | Sell (S) | 7K | $480K |
| May 18, 2026 | Skinner Todd C. | President, International | Tax withholding (F) | 13K | $916K |
| May 18, 2026 | RUSSELL HEATHER J | EVP, Chief Legal Officer | Tax withholding (F) | 10K | $701K |
| May 18, 2026 | Cello Todd M | EVP & CFO | Tax withholding (F) | 18K | $1.3M |
| May 18, 2026 | Cartwright Christopher A | President and CEO, Director | Tax withholding (F) | 26K | $1.8M |
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 190 funds | $235.5B |
| VISA INC-CLASS A SHARESV | 189 funds | $53.2B |
| AMAZON.COM INCAMZN | 187 funds | $176.5B |
| ALPHABET INC-CL AGOOGL | 185 funds | $151.0B |
| META PLATFORMS INC-CLASS AMETA | 185 funds | $99.2B |
| NVIDIA CORPNVDA | 183 funds | $330.2B |
| JPMORGAN CHASE & COJPM | 183 funds | $58.4B |
| APPLE INCAAPL | 180 funds | $243.5B |
| BROADCOM INCAVGO | 179 funds | $126.7B |
| MASTERCARD INC - AMA | 179 funds | $44.9B |
| THERMO FISHER SCIENTIFIC INCTMO | 178 funds | $23.1B |
| UNITEDHEALTH GROUP INCUNH | 178 funds | $22.4B |
Ranked by how many of TRU'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 TRU. 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.