Among active 13F managers last quarter, 3 opened and 6 added, while 7 reduced; the largest holder to move was Renaissance Technologies LLC (−12%). No open-market insider trades in the last 180 days.
No leg leans either way.
64 tracked 13F filers disclose a position in TVRD as of the latest SEC 13F filings, a combined $5.0M in reported value. 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.
| # | Fund | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Slate Path Capital LP | 704K | $1.3M | —Held | Q2 2026 | |
| 2 | Vanguard Capital Management LLC | 344K | $654K | ▼−0.1% Reduced · −326 sh | Q2 2026 | |
| 3 | American Financial Group Inc | 224K | $425K | —Held | Q2 2026 | |
| 4 | Silvercrest Asset Management Group LLC | 101K | $321K | —Held | Q1 2026 | |
| 5 | BlackRock, Inc. | 95K | $181K | ▼−75% Reduced · −293K sh | Q2 2026 | |
| 6 | Renaissance Technologies LLC | 92K | $293K | ▼−12% Reduced · −12K sh | Q1 2026 | |
| 7 | Geode Capital Management, LLC | 90K | $172K | ▼−50% Reduced · −92K sh | Q2 2026 | |
| 8 | Morgan Stanley | 73K | $232K | ▼−14% Reduced · −12K sh | Q1 2026 | |
| 9 | Duncan Williams Asset Management, LLC | 63K | $120K | —Held | Q2 2026 | |
| 10 | UBS Group AG | 50K | $160K | ▲+42% Added · +15K sh | Q1 2026 | |
| 11 | Northern Trust Corp | 49K | $156K | ▲+2.5% Added · +1K sh | Q1 2026 | |
| 12 | Vanguard Fiduciary Trust Co | 45K | $85K | ▼−4.6% Reduced · −2K sh | Q2 2026 | |
| 13 | AQR Capital Management LLC | 42K | $134K | ▲New +42K sh | Q1 2026 | |
| 14 | State Street Corp | 34K | $64K | ▼−65% Reduced · −63K sh | Q2 2026 | |
| 15 | Squarepoint Ops LLC | 33K | $104K | ▼−37% Reduced · −19K sh | Q1 2026 | |
| 16 | Goldman Sachs Group Inc | 24K | $76K | ▼−28% Reduced · −9K sh | Q1 2026 | |
| 17 | Russell Investments Group, Ltd. | 23K | $74K | ▲+46% Added · +7K sh | Q1 2026 | |
| 18 | Farallon Capital Management, L.L.C. | 21K | $68K | ▼−50% Reduced · −22K sh | Q1 2026 | |
| 19 | Savant Capital, LLC | 19K | $49K | ▲New +19K sh | Q2 2026 | |
| 20 | Bank of New York Mellon Corp | 17K | $55K | ▼−4.1% Reduced · −741 sh | Q1 2026 | |
| 21 | Diadema Partners LP | 17K | $32K | ▲New +17K sh | Q2 2026 | |
| 22 | Charles Schwab Investment Management Inc | 12K | $37K | ▼−0.1% Reduced · −18 sh | Q1 2026 | |
| 23 | Arax Advisory Partners | 11K | $21K | ▲+32% Added · +3K sh | Q2 2026 | |
| 24 | Persistent Asset Partners Ltd | 4K | $8K | ▲Added Added · +4K sh | Q2 2026 | |
| 25 | Tower Research Capital LLC (TRC) | 3K | $11K | ▲+38% Added · +953 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.
Last quarter, 3 funds opened a new position in TVRD and 6 added to an existing one, while 7 reduced. Based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Their position there |
|---|---|---|
| Unitedhealth Group IncUNH | 27 funds | $1.8B |
| Microsoft CorpMSFT | 26 funds | $10.9B |
| Broadcom IncAVGO | 26 funds | $5.7B |
| Mastercard Inc - AMA | 26 funds | $2.0B |
| Citigroup IncC | 26 funds | $1.5B |
| Nvidia CorpNVDA | 25 funds | $15.0B |
| Amazon.com IncAMZN | 25 funds | $7.1B |
| Alphabet Inc-CL CGOOG | 25 funds | $5.3B |
| Johnson & JohnsonJNJ | 25 funds | $2.3B |
| Bristol-Myers Squibb CoBMY | 25 funds | $2.2B |
| Visa Inc-Class A SharesV | 25 funds | $2.1B |
| General ElectricGE | 25 funds | $1.8B |
Ranked by how many of TVRD's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in TVRD.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Feb 28, 2025 | Terrillion Scott | SEC'Y; CHIEF COMPLIANCE & G.C. | Sell (S) | 163 | $776 |
| Feb 28, 2025 | Posner Christopher | PRESIDENT AND CEO, Director | Sell (S) | 583 | $3K |
| Feb 4, 2025 | Posner Christopher | PRESIDENT AND CEO, Director | Sell (S) | 372 | $2K |
| Nov 4, 2024 | Posner Christopher | PRESIDENT AND CEO, Director | Sell (S) | 4K | $1K |
| Aug 1, 2024 | Posner Christopher | PRESIDENT AND CEO, Director | Sell (S) | 4K | $1K |
| May 2, 2024 | Posner Christopher | PRESIDENT AND CEO, Director | Sell (S) | 4K | $3K |
| Apr 5, 2024 | Terrillion Scott | SEC'Y; CHIEF COMPLIANCE & G.C. | Sell (S) | 3K | $2K |
| Apr 5, 2024 | Goncalves Joana | CHIEF MEDICAL OFFICER | Sell (S) | 3K | $2K |
| Feb 29, 2024 | Terrillion Scott | SEC'Y; CHIEF COMPLIANCE & G.C. | Sell (S) | 3K | $3K |
| Feb 29, 2024 | Posner Christopher | PRESIDENT AND CEO, Director | Sell (S) | 6K | $5K |
| Feb 29, 2024 | Goncalves Joana | CHIEF MEDICAL OFFICER | Sell (S) | 3K | $3K |
| Feb 8, 2024 | Posner Christopher | PRESIDENT AND CEO, Director | Sell (S) | 36K | $19K |
Where institutional funds (13F), corporate insiders (Form 4) and US House members (STOCK Act) are buying or selling the same name in the same window. Green is buying, red is selling.
Insiders and Congress: last 180 days. Funds: latest 13F, top 100 holders incl. passive
| Source | Buying | Selling | Net |
|---|---|---|---|
13F funds Top 100 holders by value, passive included; the hero counts active managers only | 18 | 22 | – |
Insiders Form 4 open-market | 0 | 0 | $0 |
US House STOCK Act trades | 0 | 0 | $0 |
Capital Rotation reports where institutional capital disclosed rotating, as of the latest public SEC 13F filings. It is data, not investment advice, a recommendation, or a prediction. Filings lag about 45 days and cover long US equity positions only. Past disclosed flows do not indicate future prices. Do your own research; consult a licensed advisor.
Connected entities for TVRD
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/TVRD/capital-change-brief"
Use Arkolith's capital_change_brief for TVRD. 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 TVRD. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.