187 tracked 13F filers disclose a position in TWO as of the latest SEC 13F filings, a combined $865.8M 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 | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | $189.2M | 16.6M | ▼−1.4% Reduced · −243K sh | Q1 2026 | |
| 2 | VANGUARD PORTFOLIO MANAGEMENT LLC | $69.9M | 6.1M | →First observed position No prior filed position | Q1 2026 | |
| 3 | BALYASNY ASSET MANAGEMENT L.P. | $56.3M | 4.9M | ▲+127% Added · +2.8M sh | Q1 2026 | |
| 4 | VANGUARD CAPITAL MANAGEMENT LLC | $53.1M | 4.7M | →First observed position No prior filed position | Q1 2026 | |
| 5 | STATE STREET CORP | $44.9M | 3.9M | ▲+0.5% Added · +19K sh | Q1 2026 | |
| 6 | Sand Grove Capital Management LLP | $35.3M | 3.1M | ▲New +3.1M sh | Q1 2026 | |
| 7 | GEODE CAPITAL MANAGEMENT, LLC | $28.3M | 2.5M | ▼−0.2% Reduced · −6K sh | Q1 2026 | |
| 8 | MILLENNIUM MANAGEMENT LLC | $24.3M | 2.1M | ▲+40% Added · +611K sh | Q1 2026 | |
| 9 | ALLIANCEBERNSTEIN L.P. | $22.1M | 2.1M | ▲+64% Added · +823K sh | Q1 2026 | |
| 10 | AQR Arbitrage LLC | $23.1M | 2.0M | ▲+86% Added · +932K sh | Q1 2026 | |
| 11 | MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $21.0M | 1.8M | ▲+64% Added · +717K sh | Q1 2026 | |
| 12 | GOLDMAN SACHS GROUP INC | $17.1M | 1.5M | ▲+32% Added · +361K sh | Q1 2026 | |
| 13 | UBS Group AG | $16.8M | 1.5M | ▼−6.2% Reduced · −97K sh | Q1 2026 | |
| 14 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $15.7M | 1.4M | ▼−1.8% Reduced · −26K sh | Q1 2026 | |
| 15 | TIG Advisors, LLC | $15.7M | 1.4M | ▲New +1.4M sh | Q1 2026 | |
| 16 | NORTHERN TRUST CORP | $14.0M | 1.2M | ▲+4.2% Added · +49K sh | Q1 2026 | |
| 17 | MORGAN STANLEY | $13.4M | 1.2M | ▲+24% Added · +227K sh | Q1 2026 | |
| 18 | VAN ECK ASSOCIATES CORP | Withheld | 1.1M | ▲+13% Added · +124K sh | Q1 2026 | |
| 19 | First Trust Capital Management L.P. | $12.4M | 1.1M | ▲10× Added · +977K sh | Q1 2026 | |
| 20 | NEXPOINT ASSET MANAGEMENT, L.P. | $11.9M | 1.0M | ▲New +1.0M sh | Q1 2026 | |
| 21 | VICTORY CAPITAL MANAGEMENT INC | $9.9M | 864K | ▼−28% Reduced · −334K sh | Q1 2026 | |
| 22 | Advisors Asset Management, Inc. | $8.8M | 770K | ▼−16% Reduced · −151K sh | Q1 2026 | |
| 23 | BARCLAYS PLC | $8.7M | 763K | ▲+185% Added · +496K sh | Q1 2026 | |
| 24 | VANGUARD FIDUCIARY TRUST CO | $8.0M | 702K | →First observed position No prior filed position | Q1 2026 | |
| 25 | ADAGE CAPITAL PARTNERS GP, L.L.C. | $8.0M | 700K | ▲+180% Added · +450K 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, 16 funds opened a new position in TWO and 18 added to an existing one, while 14 reduced and 0 exited entirely — 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 | Combined value |
|---|---|---|
| NORFOLK SOUTHERN CORPNSC | 87 funds | $6.7B |
| ELECTRONIC ARTS INCEA | 87 funds | $5.0B |
| NVIDIA CORPNVDA | 86 funds | $260.9B |
| WARNER BROS DISCOVERY INCWBD | 86 funds | $6.2B |
| AMAZON.COM INCAMZN | 85 funds | $125.0B |
| META PLATFORMS INC-CLASS AMETA | 85 funds | $74.4B |
| APPLE INCAAPL | 84 funds | $196.7B |
| MICROSOFT CORPMSFT | 84 funds | $173.7B |
| BROADCOM INCAVGO | 84 funds | $100.8B |
| ALPHABET INC-CL AGOOGL | 83 funds | $92.9B |
| TESLA INCTSLA | 83 funds | $50.2B |
| APPLIED MATERIALS INCAMAT | 83 funds | $19.3B |
Ranked by how many of TWO's institutional holders also hold each name, a cross-fund conviction signal.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| May 15, 2026 | Abraham Spencer | Director | Sell (S) | 5K | $57K |
| May 15, 2026 | KASNET STEPHEN G | Director | Sell (S) | 7K | $88K |
| Jan 15, 2026 | Halm Jillian | Chief Accounting Officer | Sell (S) | 379 | $5K |
| Jan 12, 2026 | BOUCHER NATHAN | EVP General Counsel RoundPoint | Sell (S) | 666 | $8K |
| Jan 12, 2026 | Campbell James D | EVP Servicing Ops RoundPoint | Sell (S) | 2K | $21K |
| Jan 12, 2026 | Halm Jillian | Chief Accounting Officer | Sell (S) | 2K | $21K |
| Jan 9, 2026 | BOUCHER NATHAN | EVP General Counsel RoundPoint | Sell (S) | 601 | $7K |
| Dec 22, 2025 | Dellal William | Chief Financial Officer | Sell (S) | 7K | $81K |
| Dec 19, 2025 | GREENBERG WILLIAM ROSS | Chief Executive Officer, Director | Sell (S) | 104K | $1.2M |
| Dec 19, 2025 | HANSON ALECIA | Chief Administrative Officer | Sell (S) | 11K | $123K |
| Dec 19, 2025 | LETICA NICHOLAS | Chief Investment Officer | Sell (S) | 55K | $634K |
| Dec 19, 2025 | RUSH ROBERT | Chief Risk Officer | Sell (S) | 24K | $270K |
| Class | 13F holders | Value held |
|---|---|---|
| TWOthis pagecs | 187 funds | $865.8M |
| TWOEURREIT | 2 funds | $5K |
| 90187B101COMMON STOCK | 1 funds | $10 |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
Connected entities for TWO
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/TWO/capital-change-brief"
Use Arkolith's capital_change_brief for TWO. 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 TWO. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.