Among active 13F managers last quarter, 8 opened and 27 added, while 12 reduced; the largest holder to move was Balyasny Asset Management L.P. (+127%). Over the last 180 days, 2 insiders sold and none bought, a net -$145K in open-market trades.
The legs disagree, or only one of them leans.
207 tracked 13F filers disclose a position in TWO as of the latest SEC 13F filings, a combined $962.4M 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 | BlackRock, Inc. | 17.1M | $211.7M | ▲+3.0% Added · +491K sh | Q2 2026 | |
| 2 | Vanguard Portfolio Management LLC | 6.2M | $76.8M | ▲+1.1% Added · +66K sh | Q2 2026 | |
| 3 | Balyasny Asset Management L.P. | 4.9M | $56.3M | ▲+127% Added · +2.8M sh | Q1 2026 | |
| 4 | Vanguard Capital Management LLC | 4.7M | $57.8M | ▲+0.1% Added · +6K sh | Q2 2026 | |
| 5 | Sand Grove Capital Management LLP | 4.5M | $55.8M | ▲+45% Added · +1.4M sh | Q2 2026 | |
| 6 | State Street Corp | 4.2M | $51.7M | ▲+6.0% Added · +234K sh | Q2 2026 | |
| 7 | AQR Arbitrage LLC | 3.1M | $38.4M | ▲+53% Added · +1.1M sh | Q2 2026 | |
| 8 | Geode Capital Management, LLC | 2.7M | $33.9M | ▲+10% Added · +255K sh | Q2 2026 | |
| 9 | Millennium Management LLC | 2.1M | $24.3M | ▲+40% Added · +611K sh | Q1 2026 | |
| 10 | AllianceBernstein L.P. | 2.1M | $22.1M | ▲+64% Added · +823K sh | Q1 2026 | |
| 11 | Mirae Asset Global Etfs Holdings Ltd. | 1.8M | $21.0M | ▲+64% Added · +717K sh | Q1 2026 | |
| 12 | Goldman Sachs Group Inc | 1.5M | $17.1M | ▲+32% Added · +361K sh | Q1 2026 | |
| 13 | UBS Group AG | 1.5M | $16.8M | ▼−6.2% Reduced · −97K sh | Q1 2026 | |
| 14 | Charles Schwab Investment Management Inc | 1.4M | $15.7M | ▼−1.8% Reduced · −26K sh | Q1 2026 | |
| 15 | Northern Trust Corp | 1.2M | $14.0M | ▲+4.2% Added · +49K sh | Q1 2026 | |
| 16 | Morgan Stanley | 1.2M | $13.4M | ▲+24% Added · +227K sh | Q1 2026 | |
| 17 | Governors Lane LP | 1.1M | $13.3M | ▲+225% Added · +743K sh | Q2 2026 | |
| 18 | Van Eck Associates Corp | 977K | $12.1M | ▼−11% Reduced · −122K sh | Q2 2026 | |
| 19 | Boothbay Fund Management, LLC | 888K | $11.0M | ▲+139% Added · +516K sh | Q2 2026 | |
| 20 | Victory Capital Management Inc | 864K | $9.9M | ▼−28% Reduced · −334K sh | Q1 2026 | |
| 21 | Man Group plc | 831K | $10.3M | ▲+731% Added · +731K sh | Q2 2026 | |
| 22 | Barclays PLC | 763K | $8.7M | ▲+185% Added · +496K sh | Q1 2026 | |
| 23 | Adage Capital Partners GP, L.L.C. | 700K | $8.0M | ▲+180% Added · +450K sh | Q1 2026 | |
| 24 | Prelude Capital Management, LLC | 695K | $8.6M | ▲+64% Added · +272K sh | Q2 2026 | |
| 25 | Vanguard Fiduciary Trust Co | 694K | $8.6M | ▼−1.1% Reduced · −8K sh | 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, 8 funds opened a new position in TWO and 27 added to an existing one, while 12 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 |
|---|---|---|
| Warner Bros Discovery IncWBD | 97 funds | $5.9B |
| Norfolk Southern CorpNSC | 96 funds | $6.7B |
| Nvidia CorpNVDA | 94 funds | $290.3B |
| Microsoft CorpMSFT | 94 funds | $166.9B |
| Meta Platforms Inc-Class AMETA | 94 funds | $73.8B |
| Apple IncAAPL | 92 funds | $198.1B |
| Amazon.com IncAMZN | 92 funds | $128.2B |
| Broadcom IncAVGO | 92 funds | $113.7B |
| Alphabet Inc-CL AGOOGL | 91 funds | $109.9B |
| Alphabet Inc-CL CGOOG | 91 funds | $88.4B |
| Walmart IncWMT | 91 funds | $21.1B |
| Electronic Arts IncEA | 91 funds | $4.8B |
Ranked by how many of TWO's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in TWO.
| 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 |
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 | 49 | 33 | – |
Insiders Form 4 open-market | 0 | 2 | -$145K |
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.
| Class | 13F holders | Value held |
|---|---|---|
| TWOthis pagecs | 207 funds | $962.4M |
| TWOEURLP | 1 funds | $707 |
| 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 + the live filing stream, joined for TWO. Filings are public domain, sourced to SEC EDGAR.