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/AAP/capital-change-brief"
Use Arkolith's capital_change_brief for AAP. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | $470.9M | 8.9M | ▲~0% Added · +4K sh | Q1 2026 | |
| 2 | PRICE T ROWE ASSOCIATES INC /MD/ | $421.2M | 8.0M | ▲+6.8% Added · +510K sh | Q1 2026 | |
| 3 | PZENA INVESTMENT MANAGEMENT LLC | $226.9M | 4.3M | ▲+8.2% Added · +328K sh | Q1 2026 | |
| 4 | VANGUARD PORTFOLIO MANAGEMENT LLC | $191.0M | 3.6M | ▲New +3.6M sh | Q1 2026 | |
| 5 | FEDERATED HERMES, INC. | $160.5M | 3.0M | ▲+8.2% Added · +231K sh | Q1 2026 | |
| 6 | FULLER & THALER ASSET MANAGEMENT, INC. | $149.2M | 2.8M | ▲+1.4% Added · +40K sh | Q1 2026 | |
| 7 | VANGUARD CAPITAL MANAGEMENT LLC | $142.3M | 2.7M | ▲New +2.7M sh | Q1 2026 | |
| 8 | STATE STREET CORP | $128.4M | 2.4M | ▼−2.6% Reduced · −66K sh | Q1 2026 | |
| 9 | DIMENSIONAL FUND ADVISORS LP | $112.2M | 2.1M | ▲+15% Added · +283K sh | Q1 2026 | |
| 10 | AMERICAN CENTURY COMPANIES INC | $91.1M | 1.7M | ▼−12% Reduced · −232K sh | Q1 2026 | |
| 11 | GEODE CAPITAL MANAGEMENT, LLC | $77.5M | 1.5M | ▲+2.9% Added · +42K sh | Q1 2026 | |
| 12 | AMERIPRISE FINANCIAL INC | $74.9M | 1.4M | ▲+25% Added · +280K sh | Q1 2026 | |
| 13 | H PARTNERS MANAGEMENT, LLC | $71.2M | 1.4M | ▲+50% Added · +450K sh | Q1 2026 | |
| 14 | Maple Rock Capital Partners Inc. | $68.5M | 1.3M | ▼−4.0% Reduced · −54K sh | Q1 2026 | |
| 15 | FMR LLC | $67.8M | 1.3M | ▼−34% Reduced · −659K sh | Q1 2026 | |
| 16 | UBS Group AG | $62.0M | 1.2M | ▼−15% Reduced · −207K sh | Q1 2026 | |
| 17 | BANK OF AMERICA CORP /DE/ | $55.7M | 1.1M | ▲+4.5% Added · +46K sh | Q1 2026 | |
| 18 | GOLDMAN SACHS GROUP INC | $54.2M | 1.0M | ▲+48% Added · +335K sh | Q1 2026 | |
| 19 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $43.2M | 819K | ▼−3.7% Reduced · −32K sh | Q1 2026 | |
| 20 | Legion Partners Asset Management, LLC | $42.2M | 801K | —Held | Q1 2026 | |
| 21 | GAMCO INVESTORS, INC. ET AL | $40.1M | 760K | ▲+11% Added · +74K sh | Q1 2026 | |
| 22 | T. Rowe Price Investment Management, Inc. | Withheld | 723K | ▼−0.1% Reduced · −363 sh | Q1 2026 | |
| 23 | Dorsal Capital Management, LP | $36.9M | 700K | —Held | Q1 2026 | |
| 24 | Estuary Capital Management LP | $35.7M | 678K | ▼−28% Reduced · −263K sh | Q1 2026 | |
| 25 | PRIVATE MANAGEMENT GROUP INC | $31.8M | 604K | ▲+18% Added · +92K sh | Q1 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.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Jun 27, 2026 | Starnes Bruce | EVP, CMO | Tax withholding (F) | 3K | $187K |
| Jun 12, 2026 | Soler Kristen L | EVP, Chief HR Officer | Tax withholding (F) | 759 | $46K |
| Jun 2, 2026 | Seboldt Thomas W | Director | Grant (A) | 3K | $185K |
| Jun 2, 2026 | Seboldt Thomas W | Director | Grant (A) | 87 | $5K |
| Jun 2, 2026 | Johnson Richard A | Director | Grant (A) | 4K | $240K |
| Jun 2, 2026 | Hilson Joan M | Director | Grant (A) | 3K | $185K |
| Jun 2, 2026 | Ferraro John Francis | Director | Grant (A) | 3K | $185K |
| Jun 2, 2026 | Bailo Carla Jean | Director | Grant (A) | 3K | $185K |
| Jun 2, 2026 | Smith Gregory L | Director | Grant (A) | 3K | $185K |
| Jun 2, 2026 | Windom Brent | Director | Grant (A) | 3K | $185K |
| Jun 2, 2026 | JAMISON CYNTHIA T | Director | Grant (A) | 4K | $212K |
| Jun 2, 2026 | LEE EUGENE I JR | Director | Grant (A) | 3K | $185K |
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 97 funds | $36.5B |
| ALPHABET INC-CL AGOOGL | 96 funds | $25.2B |
| META PLATFORMS INC-CLASS AMETA | 96 funds | $17.3B |
| AMAZON.COM INCAMZN | 95 funds | $27.1B |
| COSTCO WHOLESALE CORPCOST | 95 funds | $6.7B |
| ELI LILLY & COLLY | 94 funds | $9.9B |
| NVIDIA CORPNVDA | 93 funds | $53.8B |
| BROADCOM INCAVGO | 93 funds | $20.3B |
| HOME DEPOT INCHD | 93 funds | $5.1B |
| APPLE INCAAPL | 92 funds | $44.3B |
| JPMORGAN CHASE & COJPM | 92 funds | $13.2B |
| VISA INC-CLASS A SHARESV | 92 funds | $6.9B |
Ranked by how many of AAP's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for AAP. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes. Every panel above is one call to the Arkolith API & MCP server.