Among active 13F managers last quarter, 5 opened and 11 added, while 3 reduced; the largest holder to move was Value Base Ltd. (+0.1%). Over the last 180 days, 6 insiders sold and none bought, a net -$398K in open-market trades.
The legs disagree, or only one of them leans.
45 tracked 13F filers disclose a position in VLN as of the latest SEC 13F filings, a combined $70.8M 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 | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Value Base Ltd. | 21.5M | $48.6M | ▲+0.1% Added · +12K sh | Q2 2026 | |
| 2 | State Street Corp | 2.2M | $5.0M | ▲New +2.2M sh | Q2 2026 | |
| 3 | Marshall Wace, LLP | 1.8M | $2.1M | ▲+2.1% Added · +38K sh | Q1 2026 | |
| 4 | Ameriprise Financial Inc | 1.5M | $1.7M | ▲+1.1% Added · +17K sh | Q1 2026 | |
| 5 | ARK Investment Management LLC | 1.4M | $3.2M | ▲+35% Added · +364K sh | Q2 2026 | |
| 6 | Renaissance Technologies LLC | 1.3M | $1.5M | ▲+15% Added · +170K sh | Q1 2026 | |
| 7 | Herald Investment Management Ltd | 950K | $2.1M | —Held | Q2 2026 | |
| 8 | Millennium Management LLC | 937K | $1.1M | ▲+103% Added · +476K sh | Q1 2026 | |
| 9 | Peak6 LLC | 580K | $1.3M | ▲New +580K sh | Q2 2026 | |
| 10 | Phoenix Financial Ltd. | 337K | $761K | —Held | Q2 2026 | |
| 11 | Man Group plc | 262K | $593K | ▲+126% Added · +146K sh | Q2 2026 | |
| 12 | Northern Trust Corp | 225K | $254K | ▼−0.2% Reduced · −500 sh | Q1 2026 | |
| 13 | Morgan Stanley | 202K | $229K | ▼−29% Reduced · −82K sh | Q1 2026 | |
| 14 | Two Sigma Investments, LP | 184K | $208K | ▼−43% Reduced · −136K sh | Q1 2026 | |
| 15 | Migdal Insurance & Financial Holdings Ltd. | 180K | $406K | —Held | Q2 2026 | |
| 16 | Envestnet Asset Management Inc | 134K | $151K | ▲11× Added · +122K sh | Q1 2026 | |
| 17 | Citadel Advisors LLC | 95K | $215K | ▲Added Added · +95K sh | Q2 2026 | |
| 18 | Point72 Asset Management, L.P. | 94K | $213K | ▲+155% Added · +57K sh | Q2 2026 | |
| 19 | Quadrature Capital Ltd | 84K | $189K | ▲New +84K sh | Q2 2026 | |
| 20 | Centiva Capital, LP | 81K | $182K | ▲+270% Added · +59K sh | Q2 2026 | |
| 21 | XTX Topco Ltd | 75K | $85K | ▲+64% Added · +29K sh | Q1 2026 | |
| 22 | Squarepoint Ops LLC | 69K | $78K | ▼−86% Reduced · −436K sh | Q1 2026 | |
| 23 | UBS Group AG | 68K | $77K | ▲+29% Added · +15K sh | Q1 2026 | |
| 24 | IMC-Chicago, LLC | 64K | $72K | ▲New +64K sh | Q1 2026 | |
| 25 | Susquehanna International Group, LLP | 63K | $71K | ▼−43% Reduced · −47K 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. 1 value row is withheld because the reported units disagree with same-security peers; share counts are unchanged.
Last quarter, 5 funds opened a new position in VLN and 11 added to an existing one, while 3 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 |
|---|---|---|
| Advanced Micro DevicesAMD | 22 funds | $5.4B |
| Nvidia CorpNVDA | 21 funds | $15.0B |
| Amazon.com IncAMZN | 21 funds | $11.7B |
| Microsoft CorpMSFT | 21 funds | $8.4B |
| Lockheed Martin CorpLMT | 21 funds | $2.2B |
| Texas Instruments IncTXN | 21 funds | $1.7B |
| Alphabet Inc-CL AGOOGL | 20 funds | $7.3B |
| Micron Technology IncMU | 20 funds | $5.7B |
| JPMorgan Chase & CoJPM | 20 funds | $3.8B |
| Intel CorpINTC | 20 funds | $2.4B |
| Abbott LaboratoriesABT | 20 funds | $2.3B |
| Freeport-McMoran IncFCX | 20 funds | $1.8B |
Ranked by how many of VLN's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in VLN.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Aug 7, 2026 | Rozenberg Haine Yael | VP Finance | Sell (S) | 625 | $1K |
| Jul 23, 2026 | Rozenberg Haine Yael | VP Finance | Sell (S) | 3K | $5K |
| Jul 22, 2026 | Rozenberg Haine Yael | VP Finance | Sell (S) | 3K | $5K |
| Jul 20, 2026 | Rozenberg Haine Yael | VP Finance | Sell (S) | 1K | $2K |
| Jul 14, 2026 | Lichtman Moshe | Director | Sell (S) | 4K | $8K |
| Jul 14, 2026 | Yaacobi Tal | Director | Sell (S) | 4K | $8K |
| Jul 1, 2026 | Yaacobi Tal | Director | Sell (S) | 1K | $3K |
| Jun 15, 2026 | Chairman David | SVP, R&D | Sell (S) | 4K | $10K |
| Jun 15, 2026 | Rozenberg Haine Yael | VP Finance | Sell (S) 2 lots, same day | 19K | $44K |
| May 29, 2026 | Boim Amir | SVP, Operations and PMO | Sell (S) | 9K | $30K |
| May 29, 2026 | Yarel - Toledano Adi | Director | Sell (S) | 17K | $61K |
| May 28, 2026 | Boim Amir | SVP, Operations and PMO | Sell (S) | 1K | $5K |
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 | 15 | 9 | – |
Insiders Form 4 open-market | 0 | 6 | -$398K |
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 |
|---|---|---|
| VLNthis pageStock | 45 funds | $121.5M |
| M9607U107*W EXP 09/30/202 | 7 funds | $181K |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
Connected entities for VLN
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/VLN/capital-change-brief"
Use Arkolith's capital_change_brief for VLN. 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 VLN. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.