29 tracked 13F filers disclose a position in VATE as of the latest SEC 13F filings, a combined $11.3M 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 | Jefferies Financial Group Inc. | $4.0M | 701K | —Held | Q1 2026 | |
| 2 | VANGUARD CAPITAL MANAGEMENT LLC | $1.3M | 224K | →First observed position No prior filed position | Q1 2026 | |
| 3 | Arena Capital Advisors, LLC- CA | $2.4M | 128K | —Held | Q2 2026 | |
| 4 | BlackRock, Inc. | $517K | 91K | ▲+3.4% Added · +3K sh | Q1 2026 | |
| 5 | GEODE CAPITAL MANAGEMENT, LLC | $511K | 90K | ▼−0.6% Reduced · −524 sh | Q1 2026 | |
| 6 | ARS Investment Partners, LLC | $1.1M | 61K | —Held | Q2 2026 | |
| 7 | STATE STREET CORP | $271K | 48K | —Held | Q1 2026 | |
| 8 | CITADEL ADVISORS LLC | $205K | 36K | ▼−20% Reduced · −9K sh | Q1 2026 | |
| 9 | TUDOR INVESTMENT CORP ET AL | $186K | 33K | —Held | Q1 2026 | |
| 10 | VANGUARD FIDUCIARY TRUST CO | $185K | 33K | →First observed position No prior filed position | Q1 2026 | |
| 11 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | $142K | 25K | —Held | Q1 2026 | |
| 12 | GABELLI FUNDS LLC | $102K | 18K | ▼−4.8% Reduced · −900 sh | Q1 2026 | |
| 13 | BANK OF AMERICA CORP /DE/ | $92K | 16K | ▼−8.1% Reduced · −1K sh | Q1 2026 | |
| 14 | NORTHERN TRUST CORP | $72K | 13K | —Held | Q1 2026 | |
| 15 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $62K | 11K | ▼−22% Reduced · −3K sh | Q1 2026 | |
| 16 | UBS Group AG | $44K | 8K | ▲+0.7% Added · +58 sh | Q1 2026 | |
| 17 | Vanguard Global Advisers, LLC | $32K | 6K | →First observed position No prior filed position | Q1 2026 | |
| 18 | MORGAN STANLEY | $18K | 3K | ▲+673% Added · +3K sh | Q1 2026 | |
| 19 | Police & Firemen's Retirement System of New Jersey | $44K | 2K | ▲New +2K sh | Q2 2026 | |
| 20 | ROYAL BANK OF CANADA | $11K | 2K | ▼−14% Reduced · −306 sh | Q1 2026 | |
| 21 | CWM, LLC | $5K | 920 | —Held | Q1 2026 | |
| 22 | Tower Research Capital LLC (TRC) | $4K | 663 | ▼−8.4% Reduced · −61 sh | Q1 2026 | |
| 23 | OSAIC HOLDINGS, INC. | $852 | 150 | —Held | Q1 2026 | |
| 24 | BNP PARIBAS FINANCIAL MARKETS | $824 | 145 | ▲+1.4% Added · +2 sh | Q1 2026 | |
| 25 | JPMORGAN CHASE & CO | $462 | 84 | —Held | 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, 1 fund opened a new position in VATE, while 3 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 |
|---|---|---|
| NVIDIA CORPNVDA | 9 funds | $4.8B |
| APPLE INCAAPL | 9 funds | $2.7B |
| AMAZON.COM INCAMZN | 9 funds | $2.5B |
| BROADCOM INCAVGO | 9 funds | $1.5B |
| ALPHABET INC-CL AGOOGL | 9 funds | $1.5B |
| META PLATFORMS INC-CLASS AMETA | 9 funds | $1.5B |
| TESLA INCTSLA | 9 funds | $1.3B |
| ALPHABET INC-CL CGOOG | 9 funds | $963.7M |
| APPLIED MATERIALS INCAMAT | 9 funds | $620.3M |
| CHEVRON CORPCVX | 9 funds | $522.0M |
| RTX CORPRTX | 9 funds | $421.8M |
| LAM RESEARCH CORPLRCX | 9 funds | $418.2M |
Ranked by how many of VATE's institutional holders also hold each name, a cross-fund conviction signal.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Nov 19, 2024 | Voigt Paul | Interim CEO | Buy (P) | 25K | $100K |
| Sep 12, 2024 | Voigt Paul | Interim CEO | Buy (P) | 44K | $166K |
| Jun 14, 2024 | Voigt Paul | Interim CEO | Buy (P) | 176 | $106 |
| Jun 12, 2024 | Voigt Paul | Interim CEO | Buy (P) | 7K | $4K |
| Jun 11, 2024 | Voigt Paul | Interim CEO | Buy (P) | 9K | $5K |
| Jun 10, 2024 | Voigt Paul | Interim CEO | Buy (P) | 2K | $1K |
| Mar 15, 2024 | Sena Michael J. | CFO and Corporate Secretary | Sell (S) | 21K | $13K |
| Mar 14, 2024 | Sena Michael J. | CFO and Corporate Secretary | Sell (S) | 12K | $8K |
| May 23, 2023 | BARR WAYNE JR | President and CEO, Director | Buy (P) | 5K | $7K |
| May 18, 2023 | BARR WAYNE JR | President and CEO, Director | Buy (P) | 5K | $7K |
| Nov 15, 2022 | Sena Michael J. | Chief Financial Officer | Buy (P) | 5K | $5K |
| Nov 14, 2022 | Sena Michael J. | Chief Financial Officer | Buy (P) | 5K | $5K |
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/VATE/capital-change-brief"
Use Arkolith's capital_change_brief for VATE. 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 VATE. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.