Among active 13F managers last quarter, 1 opened and 2 reduced; the largest holder to move was Renaissance Technologies LLC (−18%). No open-market insider trades in the last 180 days.
Funds lean out and no leg opposes.
13 tracked 13F filers disclose a position in TWAV as of the latest SEC 13F filings, a combined $228K 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 | Renaissance Technologies LLC | 59K | $94K | ▼−18% Reduced · −13K sh | Q1 2026 | |
| 2 | Citadel Advisors LLC | 37K | $51K | ▲New +37K sh | Q2 2026 | |
| 3 | Geode Capital Management, LLC | 31K | $42K | ▼−67% Reduced · −61K sh | Q2 2026 | |
| 4 | Vanguard Fiduciary Trust Co | 18K | $25K | —Held | Q2 2026 | |
| 5 | Vanguard Capital Management LLC | 11K | $15K | —Held | Q2 2026 | |
| 6 | NewEdge Advisors, LLC | 50 | $71 | —Held | Q2 2026 | |
| 7 | Allworth Financial LP | 8 | $13 | —Held | Q1 2026 | |
| 8 | UBS Group AG | 7 | $11 | ▼−100% Reduced · −9K sh | Q1 2026 | |
| 9 | Axiom Investment Management LLC | 2 | $2 | —Held | Q2 2026 | |
| 10 | Wells Fargo & Company | 1 | $2 | —Held | Q1 2026 | |
| 11 | Farther Finance Advisors, LLC | 1 | $2 | ▼−75% Reduced · −3 sh | Q1 2026 | |
| 12 | Napier Financial, LLC | 1 | $1 | —Held | Q2 2026 | |
| 13 | Stone House Investment Management, LLC | 1 | $1 | —Held | 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.
Last quarter, 1 fund opened a new position in TWAV, while 2 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 |
|---|---|---|
| Apple IncAAPL | 6 funds | $1.1B |
| Palantir Technologies Inc-APLTR | 6 funds | $1.0B |
| Micron Technology IncMU | 6 funds | $769.9M |
| Nvidia CorpNVDA | 6 funds | $703.7M |
| Chevron CorpCVX | 6 funds | $447.5M |
| Intel CorpINTC | 6 funds | $340.0M |
| Linde PLCLIN | 6 funds | $329.5M |
| Unitedhealth Group IncUNH | 6 funds | $321.1M |
| Broadcom IncAVGO | 6 funds | $302.3M |
| Alphabet Inc-CL AGOOGL | 6 funds | $251.5M |
| JPMorgan Chase & CoJPM | 6 funds | $248.2M |
| Visa Inc-Class A SharesV | 6 funds | $235.6M |
Ranked by how many of TWAV's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in TWAV.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| May 24, 2007 | Kla Tencor Corp | 10% Owner | Buy (P) 2 lots, same day | 11.2M | $18.5M |
| May 18, 2007 | Kla Tencor Corp | 10% Owner | Buy (P) | 32.8M | $54.2M |
| Jan 13, 2006 | Galleon Management L P | 10% Owner | Sell (S) | 41K | $77K |
One row per insider, day and transaction code; shares and value are summed across the lots. Every lot is on the full insider page and in the filing.
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 | 0 | 4 | – |
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 TWAV
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/TWAV/capital-change-brief"
Use Arkolith's capital_change_brief for TWAV. 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 TWAV. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.