106 tracked 13F filers disclose a position in ALCO as of the latest SEC 13F filings, a combined $181.3M 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 | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | GATE CITY CAPITAL MANAGEMENT, LLC | $53.0M | 1.3M | ▼−1.1% Reduced · −14K sh | Q1 2026 | |
| 2 | BlackRock, Inc. | $17.3M | 419K | ▲+5.7% Added · +22K sh | Q1 2026 | |
| 3 | DIMENSIONAL FUND ADVISORS LP | $11.8M | 287K | ▼−10% Reduced · −33K sh | Q1 2026 | |
| 4 | Pacific Ridge Capital Partners, LLC | $11.7M | 283K | ▼−0.8% Reduced · −2K sh | Q2 2026 | |
| 5 | VANGUARD CAPITAL MANAGEMENT LLC | $9.7M | 235K | →First observed position No prior filed position | Q1 2026 | |
| 6 | CM Management, LLC | $8.3M | 200K | —Held | Q2 2026 | |
| 7 | MORGAN STANLEY | $6.0M | 146K | ▲+2.0% Added · +3K sh | Q1 2026 | |
| 8 | GEODE CAPITAL MANAGEMENT, LLC | $6.0M | 146K | ▲+0.7% Added · +984 sh | Q2 2026 | |
| 9 | STATE STREET CORP | $5.6M | 136K | ▼−0.1% Reduced · −157 sh | Q2 2026 | |
| 10 | Peapod Lane Capital LLC | $4.9M | 117K | ▼−12% Reduced · −16K sh | Q2 2026 | |
| 11 | Rodgers Brothers Inc. | $4.7M | 113K | ▲~0% Added · +1 sh | Q2 2026 | |
| 12 | Accordant Advisory Group Inc | $4.2M | 101K | ▲+0.7% Added · +682 sh | Q2 2026 | |
| 13 | TOWERVIEW LLC | $3.1M | 76K | ▼−11% Reduced · −10K sh | Q2 2026 | |
| 14 | OAK FAMILY ADVISORS, LLC | $2.6M | 64K | ▲+3.7% Added · +2K sh | Q2 2026 | |
| 15 | NORTHERN TRUST CORP | $2.4M | 58K | ▲+1.2% Added · +700 sh | Q1 2026 | |
| 16 | BARD ASSOCIATES INC | $2.3M | 56K | ▼~0% Reduced · −23 sh | Q2 2026 | |
| 17 | Bank of New York Mellon Corp | $2.2M | 53K | ▼−2.8% Reduced · −2K sh | Q1 2026 | |
| 18 | NAPLES GLOBAL ADVISORS, LLC | $1.9M | 45K | ▼−4.1% Reduced · −2K sh | Q2 2026 | |
| 19 | Abundance Wealth Counselors | $1.6M | 39K | ▲+77% Added · +17K sh | Q2 2026 | |
| 20 | VANGUARD FIDUCIARY TRUST CO | $1.6M | 38K | →First observed position No prior filed position | Q1 2026 | |
| 21 | GOLDMAN SACHS GROUP INC | $1.4M | 35K | ▲+27% Added · +7K sh | Q1 2026 | |
| 22 | VANGUARD PORTFOLIO MANAGEMENT LLC | $1.3M | 33K | →First observed position No prior filed position | Q1 2026 | |
| 23 | UBS Group AG | $988K | 24K | ▼−1.3% Reduced · −306 sh | Q1 2026 | |
| 24 | Ellsworth Advisors, LLC | $964K | 24K | ▲+1.1% Added · +267 sh | Q2 2026 | |
| 25 | Allen Investment Management, LLC | $873K | 21K | —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, 8 funds opened a new position in ALCO and 14 added to an existing one, while 16 reduced and 0 exited entirely — 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 | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 53 funds | $77.3B |
| AMAZON.COM INCAMZN | 53 funds | $55.5B |
| NVIDIA CORPNVDA | 52 funds | $112.5B |
| APPLE INCAAPL | 52 funds | $83.2B |
| META PLATFORMS INC-CLASS AMETA | 52 funds | $31.6B |
| ELI LILLY & COLLY | 52 funds | $22.0B |
| JPMORGAN CHASE & COJPM | 52 funds | $17.4B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 51 funds | $12.9B |
| WALMART INCWMT | 51 funds | $10.7B |
| MCDONALD'S CORPMCD | 50 funds | $4.7B |
| ALPHABET INC-CL AGOOGL | 49 funds | $41.0B |
| VISA INC-CLASS A SHARESV | 49 funds | $16.3B |
Ranked by how many of ALCO's institutional holders also hold each name, a cross-fund conviction signal.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Aug 20, 2026 | SPERON ERIC H. | Director | Buy (P) | 1K | $50K |
| Aug 26, 2025 | SLACK HENRY R | Director | Sell (S) | 4K | $122K |
| Aug 25, 2025 | SLACK HENRY R | Director | Sell (S) | 3K | $101K |
| Aug 15, 2025 | SLACK HENRY R | Director | Sell (S) | 25K | $814K |
| Oct 13, 2022 | English Katherine | Director | Sell (S) | 1K | $32K |
| May 24, 2022 | Sampel James | Chief Information Officer | Sell (S) | 3K | $126K |
| Oct 13, 2021 | Arlon Valencia Holdings LLC | Director | Sell (S) | 533 | $18K |
| Oct 8, 2021 | Arlon Valencia Holdings LLC | Director | Sell (S) | 2K | $76K |
| Oct 5, 2021 | Arlon Valencia Holdings LLC | Director | Sell (S) | 5K | $166K |
| Oct 4, 2021 | Arlon Valencia Holdings LLC | Director | Sell (S) | 438 | $15K |
| Oct 1, 2021 | Arlon Valencia Holdings LLC | Director | Sell (S) | 1K | $40K |
| Sep 30, 2021 | Arlon Valencia Holdings LLC | Director | Sell (S) | 110 | $4K |
Connected entities for ALCO
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/ALCO/capital-change-brief"
Use Arkolith's capital_change_brief for ALCO. 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 ALCO. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.