Tools/Institutional-action intelligence

capital_change_brief

10 crread-only

Compose the current evidence-backed capital-change brief for one ticker. Use when a user asks what changed in reported institutional ownership, which tracked managers drove it, whether qualifying Form 4 open-market activity points in the same or opposite direction, and wants the SEC proof. Current-only: pass ticker only; as_of and since are not supported. Returns an explicit outcome and coverage, manager changes, insider activity, corroboration, filing evidence, and a derivation manifest. When direction is withheld, read quality_artifacts for bounded, machine-readable reasons and hidden-row examples. Every evidence ID on an artifact example has a rich object in evidence; manifest.evidence_ids is the complete aggregate set, and the corroboration claim points to it through evidence_reference. Lead with the headline, counts, largest drivers, Form 4 stance, and coverage. Cite relevant human_url evidence links. 13F changes are reported quarter-end positions, not trade dates, real-time flows, intent, or investment advice.

Parameters#

Parameter	Type	Description
`ticker`req	string	Exchange ticker, e.g. MREO or BRK.B. Coverage depends on Arkolith's tracked SEC corpus.

Example call#

bash

curl -X POST https://arkolith.com/api/mcp \
  -H "Authorization: Bearer YOUR_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{
  "jsonrpc": "2.0",
  "id": 1,
  "method": "tools/call",
  "params": {
    "name": "capital_change_brief",
    "arguments": {
      "ticker": "MREO"
    }
  }
}'

REST mirror: GET /stocks/{ticker}/capital-change-brief, metered identically.

Example response#

json

{
  "schema_version": "capital_change_brief.v1",
  "outcome": "partial",
  "current_only": true,
  "generated_at": "2026-07-15T12:00:00.000Z",
  "requested_ticker": "MREO",
  "brief_id": "ccm_0123456789abcdef0123456789abcdef0123456789abcdef0123456789abcdef",
  "entity": {
    "ticker": "MREO",
    "name": "MEREO BIOPHARMA GROUP PLC",
    "cusip": "589492107"
  },
  "headline": "One tracked manager reported a higher quarter-end position in MREO; no qualifying Form 4 activity was found in the window.",
  "explanation": "The institutional leg compares each manager's latest effective 13F book with its prior comparable filing. The insider leg checks qualifying open-market Form 4 transactions over 180 days.",
  "institutional": {
    "stance": "net_increases",
    "ranking_basis": "absolute_reported_share_change",
    "changes": [
      {
        "fund": {
          "name": "BANK OF AMERICA CORP /DE/",
          "cik": "0000070858",
          "slug": "bank-of-america-corp-de-70858"
        },
        "action": "added",
        "quarter_end": "2026-03-31",
        "current_shares": "8190000",
        "previous_shares": "100000",
        "share_delta": "8090000",
        "pct_delta": 8090,
        "current_value_usd": 2700000,
        "published_at": {
          "value": "2026-05-15",
          "precision": "date"
        },
        "quality": {
          "status": "clear",
          "reasons": []
        },
        "evidence_ids": [
          "sec:13f:0000070858-26-000001",
          "sec:13f:0000070858-25-000001"
        ],
        "amendment": {
          "is_amendment": false,
          "amendment_type": null
        }
      }
    ],
    "counts": {
      "initiated": 0,
      "added": 1,
      "reduced": 0,
      "exited": 0,
      "unchanged": 0,
      "baseline_only": 0
    },
    "latest_reported_quarter_end": "2026-03-31",
    "tracked_managers_observed": 1,
    "periods_observed": [
      {
        "quarter_end": "2026-03-31",
        "managers": 1
      }
    ],
    "stale_manager_observations": 0
  },
  "insiders": {
    "stance": "none_found",
    "window_days": 180,
    "window_start": "2026-01-16",
    "window_end": "2026-07-15",
    "transactions": [],
    "counts": {
      "buys": 0,
      "sells": 0,
      "distinct_buyers": 0,
      "distinct_sellers": 0,
      "priced": 0,
      "unpriced": 0
    }
  },
  "corroboration": "not_comparable",
  "quality_artifacts": {
    "suppresses_direction": false,
    "uncertain_observations": 0,
    "example_limit_per_group": 1,
    "evidence_id_limit_per_example": 4,
    "groups": []
  },
  "coverage": {
    "thirteen_f": {
      "corpus": "Arkolith tracked 13F corpus",
      "status": "available",
      "latest_quarter_filing_window": "open",
      "latest_reported_quarter_end": "2026-03-31",
      "managers_with_comparable_change": 1,
      "baseline_observations": 0,
      "observations_scanned": 1,
      "observations_displayed": 1,
      "observations_total": 1,
      "periods_observed": [
        {
          "quarter_end": "2026-03-31",
          "managers": 1
        }
      ],
      "stale_manager_observations": 0,
      "truncated": false
    },
    "form4": {
      "status": "complete",
      "coverage_start": "2024-01-01",
      "indexed_through": "2026-07-15",
      "window_start": "2026-01-16",
      "window_end": "2026-07-15",
      "truncated": false
    },
    "limitations": [
      "The latest reported quarter is still inside the statutory 13F filing window.",
      "13F positions are quarter-end disclosures, not exact trade dates.",
      "Rich evidence objects are limited to displayed changes and bounded quality-artifact examples; manifest.evidence_ids retains complete stable IDs for the bounded aggregate."
    ]
  },
  "evidence": [
    {
      "evidence_id": "sec:13f:0000070858-25-000001",
      "kind": "sec_13f",
      "source": "SEC EDGAR 13F",
      "accession_number": "0000070858-25-000001",
      "form_type": "13F-HR",
      "source_url": "https://www.sec.gov/Archives/edgar/data/70858/000007085825000001/0000070858-25-000001-index.html",
      "human_url": "https://www.sec.gov/Archives/edgar/data/70858/000007085825000001/0000070858-25-000001-index.html",
      "published_at": {
        "value": "2025-11-14",
        "precision": "date"
      },
      "retrieved_at": "2025-11-14T20:00:00.000Z",
      "parser_version": "13f-v3",
      "raw_hash": null
    },
    {
      "evidence_id": "sec:13f:0000070858-26-000001",
      "kind": "sec_13f",
      "source": "SEC EDGAR 13F",
      "accession_number": "0000070858-26-000001",
      "form_type": "13F-HR",
      "source_url": "https://www.sec.gov/Archives/edgar/data/70858/000007085826000001/0000070858-26-000001-index.html",
      "human_url": "https://www.sec.gov/Archives/edgar/data/70858/000007085826000001/0000070858-26-000001-index.html",
      "published_at": {
        "value": "2026-05-15",
        "precision": "date"
      },
      "retrieved_at": "2026-05-15T20:00:00.000Z",
      "parser_version": "13f-v3",
      "raw_hash": null
    }
  ],
  "evidence_scope": {
    "object_scope": "displayed_changes_and_material_quality_artifacts",
    "returned_object_count": 2,
    "manifest_evidence_id_count": 2,
    "aggregate_claim_evidence_ids_complete": true
  },
  "manifest": {
    "manifest_id": "ccm_0123456789abcdef0123456789abcdef0123456789abcdef0123456789abcdef",
    "algorithm_version": "1.2.0",
    "current_only": true,
    "parameters": {
      "ticker": "MREO",
      "form4_window_days": 180,
      "max_institutional_changes": 8,
      "max_insider_transactions": 8,
      "window_start": "2026-01-16",
      "window_end": "2026-07-15"
    },
    "quality": {
      "outcome": "partial",
      "thirteen_f_status": "available",
      "form4_status": "complete",
      "institutional_truncated": false,
      "form4_truncated": false
    },
    "evidence_ids": [
      "sec:13f:0000070858-25-000001",
      "sec:13f:0000070858-26-000001"
    ],
    "claims": [
      {
        "claim_id": "claim_0123456789abcdef01234567",
        "kind": "institutional_change",
        "evidence_ids": [
          "sec:13f:0000070858-25-000001",
          "sec:13f:0000070858-26-000001"
        ]
      },
      {
        "claim_id": "claim_89abcdef0123456789abcdef",
        "kind": "corroboration",
        "evidence_reference": {
          "field": "manifest.evidence_ids",
          "evidence_id_count": 2
        }
      }
    ]
  },
  "disclaimer": "Reported filing changes are not real-time trades or investment advice."
}

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Tool reference

capital_rotation