Among active 13F managers last quarter, 2 added and none reduced or exited; the largest holder to move was Cypress Capital Management LLC (WY) (+9.8%). Over the last 180 days, 1 insider bought and none sold, a net +$80K in open-market trades.
Funds lean in and no leg opposes.
8 tracked 13F filers disclose a position in YDES as of the latest SEC 13F filings, a combined $816K 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 | Garrett Wealth Advisory Group, LLC | 85K | $190K | ▲New +85K sh | Q2 2026 | |
| 2 | Geode Capital Management, LLC | 63K | $141K | ▲+4.1% Added · +2K sh | Q2 2026 | |
| 3 | Cypress Capital Management LLC (WY) | 34K | $76K | ▲+9.8% Added · +3K sh | Q2 2026 | |
| 4 | Cerity Partners LLC | 32K | $250K | —Held | Q1 2026 | |
| 5 | Citadel Advisors LLC | 30K | $68K | ▲+55% Added · +11K sh | Q2 2026 | |
| 6 | UBS Group AG | 12K | $90K | ▲+62% Added · +4K sh | Q1 2026 | |
| 7 | Morgan Stanley | 223 | $2K | ▼−25% Reduced · −76 sh | Q1 2026 | |
| 8 | FMR LLC | 1 | $2 | —Held | 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, 2 funds added to an existing position in YDES, while none reduced or exited. Based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Sep 9, 2026 | Shen Ethan PhD | CEO, Director | Buy (P) | 3K | $12K |
| Sep 4, 2026 | Shen Ethan PhD | CEO, Director | Buy (P) | 18K | $67K |
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 | 4 | 1 | – |
Insiders Form 4 open-market | 1 | 0 | +$80K |
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 YDES
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/YDES/capital-change-brief"
Use Arkolith's capital_change_brief for YDES. 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 YDES. Filings are public domain, sourced to SEC EDGAR.