Among active 13F managers last quarter, 4 opened and 2 added, while 1 reduced; the largest holder to move was Citadel Advisors LLC (32× the prior stake). No open-market insider trades in the last 180 days.
Funds lean in and no leg opposes.
20 tracked 13F filers disclose a position in WAVE as of the latest SEC 13F filings, a combined $4.7M 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 | Citadel Advisors LLC | 409K | $3.7M | ▲32× Added · +396K sh | Q2 2026 | |
| 2 | Connective Capital Management, LLC | 32K | $292K | ▲New +32K sh | Q2 2026 | |
| 3 | SmartHarvest Portfolios, LLC | 20K | $185K | ▼−4.5% Reduced · −955 sh | Q2 2026 | |
| 4 | LPL Financial LLC | 20K | $125K | ▲+22% Added · +4K sh | Q1 2026 | |
| 5 | Morgan Stanley | 15K | $94K | ▼−0.1% Reduced · −16 sh | Q1 2026 | |
| 6 | Veracity Capital LLC | 15K | $135K | —Held | Q2 2026 | |
| 7 | Geode Capital Management, LLC | 13K | $114K | ▲New +13K sh | Q2 2026 | |
| 8 | PNC Financial Services Group, Inc. | 3K | $19K | ▲New +3K sh | Q1 2026 | |
| 9 | Federation des caisses Desjardins du Quebec | 2K | $16K | —Held | Q2 2026 | |
| 10 | Arax Advisory Partners | 1K | $11K | ▲New +1K sh | Q2 2026 | |
| 11 | Osaic Holdings, Inc. | 1K | $6K | ▲New +1K sh | Q1 2026 | |
| 12 | Steward Partners Investment Advisory, LLC | 720 | $7K | —Held | Q2 2026 | |
| 13 | SBI Securities Co., Ltd. | 430 | $4K | ▲+138% Added · +249 sh | Q2 2026 | |
| 14 | Russell Investments Group, Ltd. | 395 | $2K | ▲New +395 sh | Q1 2026 | |
| 15 | EverSource Wealth Advisors, LLC | 341 | $2K | ▼−49% Reduced · −324 sh | Q1 2026 | |
| 16 | Royal Bank Of Canada | 300 | $2K | ▲New +300 sh | Q1 2026 | |
| 17 | Huntington National Bank | 189 | $2K | ▲New +189 sh | Q2 2026 | |
| 18 | Farther Finance Advisors, LLC | 144 | $900 | ▲New +144 sh | Q1 2026 | |
| 19 | Rhumbline Advisers | 78 | $484 | —Held | Q1 2026 | |
| 20 | AssetMark, Inc | 50 | $453 | ▲New +50 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, 4 funds opened a new position in WAVE and 2 added to an existing one, while 1 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 |
|---|---|---|
| Nvidia CorpNVDA | 8 funds | $8.5B |
| Apple IncAAPL | 8 funds | $6.9B |
| Amazon.com IncAMZN | 8 funds | $5.2B |
| Microsoft CorpMSFT | 8 funds | $5.2B |
| Alphabet Inc-CL AGOOGL | 8 funds | $3.5B |
| Alphabet Inc-CL CGOOG | 8 funds | $3.1B |
| Broadcom IncAVGO | 8 funds | $2.8B |
| Meta Platforms Inc-Class AMETA | 8 funds | $2.3B |
| Taiwan Semiconductor-SP ADRTSM | 8 funds | $1.6B |
| Tesla IncTSLA | 8 funds | $1.5B |
| Advanced Micro DevicesAMD | 8 funds | $1.3B |
| Micron Technology IncMU | 8 funds | $1.3B |
Ranked by how many of WAVE's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in WAVE.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Aug 1, 2012 | Avenue Special Situations Fund IV LP | 10% Owner | Sell (S) 3 lots, same day | 2.5M | — |
| Aug 1, 2012 | Avenue Capital Management II, L.P. | 10% Owner | Sell (S) 3 lots, same day | 2.5M | — |
| Dec 27, 2011 | Salmasi Allen | Director, 10% Owner | Sell (S) | 10K | $1K |
| Dec 23, 2011 | Salmasi Nicole | 10% Owner | Sell (S) 2 lots, same day | 71K | $7K |
| Dec 11, 2008 | Manchester Financial Group, LP | 10% Owner | Sell (S) | 10.0M | $603K |
| Dec 9, 2008 | Cassou Frank A | EVP CorpDev, Ch Legal Csl,Sec. | Sell (S) | 250K | $20K |
| Dec 9, 2008 | Madsen James | EVP Chief Business Dev. Office | Buy (P) | 250K | $20K |
| Jun 6, 2008 | Cassou Frank A | EVP CorpDev, Ch Legal Csl,Sec. | Sell (S) | 250K | $1.3M |
| May 30, 2008 | Jones William J | President IPWireless, Director | Sell (S) | 79K | $455K |
| Feb 12, 2008 | Berger Roy D | EVP Chief Marketing Officer | Sell (S) | 40K | $227K |
| Jan 10, 2008 | Berger Roy D | EVP Chief Marketing Officer | Sell (S) | 17K | $92K |
| Jan 8, 2008 | Berger Roy D | EVP Chief Marketing Officer | Sell (S) | 3K | $14K |
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 | 3 | 3 | – |
Insiders Form 4 open-market | 0 | 0 | $0 |
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.
Connected entities for WAVE
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/WAVE/capital-change-brief"
Use Arkolith's capital_change_brief for WAVE. 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 WAVE. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.