| # | Fund | Position value | Shares | Last move | As of |
|---|---|---|---|---|---|
| 1 | VANGUARD CAPITAL MANAGEMENT LLC | $10.5M | 570.5K | New | Q1 2026 |
| 2 | SOROS FUND MANAGEMENT LLC | $2.7M | 100.0K | New | Q3 2024 |
| 3 | CITADEL ADVISORS LLC | $1.8M | 95.9K | New | Q1 2026 |
| 4 | STATE STREET CORP | $1.2M | 66.6K | Added | Q1 2026 |
| 5 | Point72 Asset Management, L.P. | $1.2M | 64.7K | New | Q1 2026 |
| 6 | MANGROVE PARTNERS IM, LLC | $414K | 22.5K | New | Q1 2026 |
No Form 4 insider transactions on file yet.
| Company | Co-held by | Combined value |
|---|---|---|
| Microsoft CorporationMSFT | 13 funds | $115.4B |
| NVIDIA CorporationNVDA | 12 funds | $178.7B |
| Alphabet, Inc. Class AGOOGL | 12 funds | $66.5B |
| Visa, Inc.V | 12 funds | $25.6B |
| Costco Wholesale CorporationCOST | 12 funds | $18.9B |
| Intuitive Surgical, Inc.ISRG | 12 funds | $8.3B |
| Analog Devices, Inc.ADI | 12 funds | $8.1B |
| Taiwan Semiconductor ManufactuTSM | 12 funds | $2.4B |
| Apple Inc.AAPL | 11 funds | $154.7B |
| Amazon.com, Inc.AMZN | 11 funds | $84.4B |
| BROADCOM LTDAVGO | 11 funds | $61.2B |
| Alphabet, Inc. Class CGOOG | 11 funds | $54.4B |
Ranked by how many of TWFG'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 TWFG. 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.