Among active 13F managers last quarter, 4 opened and 24 added, while 18 reduced; the largest holder to move was Arrowstreet Capital, Limited Partnership (−6.4%). Over the last 180 days, 3 insiders sold and none bought, a net -$168.8M in open-market trades.
The legs disagree, or only one of them leans.
225 tracked 13F filers disclose a position in ACT as of the latest SEC 13F filings, a combined $1.1B 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 | BlackRock, Inc. | 4.7M | $190.4M | ▲+0.6% Added · +27K sh | Q1 2026 | |
| 2 | Dimensional Fund Advisors LP | 3.0M | $122.5M | ▲+4.0% Added · +116K sh | Q1 2026 | |
| 3 | Vanguard Portfolio Management LLC | 1.7M | $71.0M | →New filer Inherited book · not a new buyer | Q1 2026 | |
| 4 | First Trust Advisors LP | 1.4M | $56.9M | ▲+1.2% Added · +16K sh | Q1 2026 | |
| 5 | Vanguard Capital Management LLC | 1.3M | $52.9M | →New filer Inherited book · not a new buyer | Q1 2026 | |
| 6 | State Street Corp | 1.3M | $57.5M | ▲+4.3% Added · +52K sh | Q2 2026 | |
| 7 | Arrowstreet Capital, Limited Partnership | 993K | $40.5M | ▼−6.4% Reduced · −68K sh | Q1 2026 | |
| 8 | Geode Capital Management, LLC | 901K | $41.2M | ▲+3.0% Added · +27K sh | Q2 2026 | |
| 9 | American Century Companies Inc | 877K | $35.8M | ▲+7.0% Added · +58K sh | Q1 2026 | |
| 10 | Allianz Asset Management GmbH | 561K | $22.9M | ▲+34% Added · +144K sh | Q1 2026 | |
| 11 | Morgan Stanley | 515K | $21.0M | ▲+64% Added · +201K sh | Q1 2026 | |
| 12 | Two Sigma Investments, LP | 504K | $20.6M | ▲+37% Added · +137K sh | Q1 2026 | |
| 13 | Bank of New York Mellon Corp | 402K | $16.4M | ▼−3.9% Reduced · −16K sh | Q1 2026 | |
| 14 | Nuveen, LLC | 401K | $16.4M | ▼−13% Reduced · −59K sh | Q1 2026 | |
| 15 | Charles Schwab Investment Management Inc | 392K | $16.0M | ▲+2.7% Added · +10K sh | Q1 2026 | |
| 16 | Norges Bank | 364K | $14.4M | ▲New +364K sh | Q4 2025 | |
| 17 | Goldman Sachs Group Inc | 342K | $14.0M | ▲+101% Added · +171K sh | Q1 2026 | |
| 18 | Hotchkis & Wiley Capital Management LLC | 342K | $14.0M | ▼−3.5% Reduced · −12K sh | Q1 2026 | |
| 19 | Prudential Financial Inc | 335K | $13.7M | ▲+4.3% Added · +14K sh | Q1 2026 | |
| 20 | Northern Trust Corp | 303K | $12.4M | ▲+2.2% Added · +6K sh | Q1 2026 | |
| 21 | JPMorgan Chase & Co | 251K | $10.2M | ▲+3.8% Added · +9K sh | Q1 2026 | |
| 22 | Edgestream Partners, L.P. | 251K | $11.5M | ▲+22% Added · +46K sh | Q2 2026 | |
| 23 | AQR Capital Management LLC | 230K | $9.4M | ▲+7.2% Added · +15K sh | Q1 2026 | |
| 24 | Bank Of America Corp | 223K | $9.1M | ▼−9.9% Reduced · −24K sh | Q1 2026 | |
| 25 | Connor, Clark & Lunn Investment Management Ltd. | 220K | $10.1M | ▲+7.9% Added · +16K 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 ACT and 24 added to an existing one, while 18 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 | 117 funds | $312.5B |
| Microsoft CorpMSFT | 116 funds | $216.8B |
| Amazon.com IncAMZN | 115 funds | $157.5B |
| Eli Lilly & CoLLY | 115 funds | $62.5B |
| Micron Technology IncMU | 113 funds | $30.5B |
| Alphabet Inc-CL AGOOGL | 112 funds | $126.7B |
| Broadcom IncAVGO | 112 funds | $126.1B |
| JPMorgan Chase & CoJPM | 112 funds | $48.4B |
| Cisco Systems IncCSCO | 112 funds | $26.2B |
| Apple IncAAPL | 111 funds | $237.5B |
| Meta Platforms Inc-Class AMETA | 111 funds | $87.8B |
| Visa Inc-Class A SharesV | 111 funds | $46.8B |
Ranked by how many of ACT's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in ACT.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Aug 31, 2026 | Genworth Holdings, Inc. | 10% Owner | Sell (S) | 687K | $34.0M |
| Aug 17, 2026 | Stolove Evan | EVP, Gen. Counsel & Secretary | Sell (S) | 20K | $992K |
| Jul 31, 2026 | Genworth Holdings, Inc. | 10% Owner | Sell (S) | 523K | $24.0M |
| Jun 30, 2026 | Genworth Holdings, Inc. | 10% Owner | Sell (S) | 605K | $25.6M |
| Jun 1, 2026 | Gould Brian | EVP & Chief Operations Officer | Sell (S) | 23K | $947K |
| May 29, 2026 | Genworth Holdings, Inc. | 10% Owner | Sell (S) | 602K | $25.9M |
| Apr 30, 2026 | Genworth Holdings, Inc. | 10% Owner | Sell (S) | 560K | $23.8M |
| Mar 31, 2026 | Genworth Holdings, Inc. | 10% Owner | Sell (S) | 821K | $33.6M |
| Mar 6, 2026 | McMullen James | Controller | Sell (S) | 3K | $104K |
| Mar 2, 2026 | Derstine Michael | EVP and Chief Risk Officer | Sell (S) | 9K | $380K |
| Feb 27, 2026 | Genworth Holdings, Inc. | 10% Owner | Sell (S) | 399K | $16.8M |
| Feb 11, 2026 | Restrepo Robert P Jr | Director | Sell (S) | 5K | $215K |
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 | 50 | 32 | – |
Insiders Form 4 open-market | 0 | 3 | -$168.8M |
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 ACT
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/ACT/capital-change-brief"
Use Arkolith's capital_change_brief for ACT. 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 ACT. Filings are public domain, sourced to SEC EDGAR.