| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | CITADEL ADVISORS LLC | $4.7M | 1.2M | ▼−3.6% Reduced · −46K sh | Q1 2026 | |
| 2 | Laurion Capital Management LP | $3.9M | 1.0M | ▲+1.9% Added · +20K sh | Q1 2026 | |
| 3 | BlackRock, Inc. | $3.0M | 793K | ▲+1.0% Added · +8K sh | Q1 2026 | |
| 4 | VANGUARD CAPITAL MANAGEMENT LLC | $2.1M | 554K | →First observed position No prior filed position | Q1 2026 | |
| 5 | Tetragon Partners GP Ltd | $1.2M | 317K | ▲New +317K sh | Q1 2026 | |
| 6 | GEODE CAPITAL MANAGEMENT, LLC | $1.2M | 309K | ▲+3.9% Added · +12K sh | Q1 2026 | |
| 7 | ADAGE CAPITAL PARTNERS GP, L.L.C. | $1.1M | 300K | ▲New +300K sh | Q1 2026 | |
| 8 | STATE STREET CORP | $751K | 199K | ▲+26% Added · +41K sh | Q1 2026 | |
| 9 | TWO SIGMA INVESTMENTS, LP | $616K | 163K | ▲+27% Added · +35K sh | Q1 2026 | |
| 10 | UBS Group AG | $595K | 158K | ▲+488% Added · +131K sh | Q1 2026 | |
| 11 | AQR CAPITAL MANAGEMENT LLC | $507K | 134K | ▲New +134K sh | Q1 2026 | |
| 12 | MILLENNIUM MANAGEMENT LLC | $371K | 98K | ▼−80% Reduced · −385K sh | Q1 2026 | |
| 13 | NORTHERN TRUST CORP | $334K | 89K | ▼−0.8% Reduced · −699 sh | Q1 2026 | |
| 14 | VANGUARD FIDUCIARY TRUST CO | $314K | 83K | →First observed position No prior filed position | Q1 2026 | |
| 15 | VANGUARD PORTFOLIO MANAGEMENT LLC | $283K | 75K | →First observed position No prior filed position | Q1 2026 | |
| 16 | Woodline Partners LP | $273K | 72K | ▲New +72K sh | Q1 2026 | |
| 17 | RENAISSANCE TECHNOLOGIES LLC | $267K | 71K | ▲New +71K sh | Q1 2026 | |
| 18 | CANTOR FITZGERALD, L. P. | $251K | 67K | ▼−27% Reduced · −25K sh | Q1 2026 | |
| 19 | CITIGROUP INC | $174K | 46K | ▲52× Added · +45K sh | Q1 2026 | |
| 20 | Cresset Asset Management, LLC | $163K | 43K | ▲New +43K sh | Q1 2026 | |
| 21 | PRELUDE CAPITAL MANAGEMENT, LLC | $116K | 31K | ▲New +31K sh | Q1 2026 | |
| 22 | Bank of New York Mellon Corp | $111K | 29K | ▲+31% Added · +7K sh | Q1 2026 | |
| 23 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $106K | 28K | ▼−11% Reduced · −4K sh | Q1 2026 | |
| 24 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | $102K | 27K | —Held | Q1 2026 | |
| 25 | Centiva Capital, LP | $93K | 25K | ▼−75% Reduced · −73K 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.
| Company | Co-held by | Combined value |
|---|---|---|
| NVIDIA CORPNVDA | 23 funds | $11.6B |
| MICROSOFT CORPMSFT | 23 funds | $5.7B |
| ALPHABET INC-CL AGOOGL | 23 funds | $4.4B |
| META PLATFORMS INC-CLASS AMETA | 23 funds | $4.4B |
| BROADCOM INCAVGO | 23 funds | $4.1B |
| ALPHABET INC-CL CGOOG | 23 funds | $3.2B |
| EXXON MOBIL CORPXOM | 23 funds | $1.3B |
| PALANTIR TECHNOLOGIES INC-APLTR | 23 funds | $1.2B |
| TERADYNE INCTER | 23 funds | $1.1B |
| ORACLE CORPORCL | 23 funds | $1.0B |
| BRISTOL-MYERS SQUIBB COBMY | 23 funds | $577.9M |
| APPLE INCAAPL | 22 funds | $8.1B |
Ranked by how many of AARD's institutional holders also hold each name, a cross-fund conviction signal.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Dec 11, 2025 | Lee Tien-Li | Chief Executive Officer, Director, 10% Owner | Buy (P) | 7K | $101K |
| Dec 11, 2025 | Sun Nelson | Chief Financial Officer | Buy (P) | 3K | $43K |
| Sep 15, 2025 | Lee Tien-Li | Chief Executive Officer, Director, 10% Owner | Buy (P) | 7K | $62K |
| Sep 15, 2025 | Lee Tien-Li | Chief Executive Officer, Director, 10% Owner | Buy (P) | 4K | $35K |
| Sep 12, 2025 | Lee Tien-Li | Chief Executive Officer, Director, 10% Owner | Buy (P) | 5K | $43K |
| Sep 11, 2025 | Lee Tien-Li | Chief Executive Officer, Director, 10% Owner | Buy (P) | 6K | $47K |
| Sep 10, 2025 | Lee Tien-Li | Chief Executive Officer, Director, 10% Owner | Buy (P) | 9K | $71K |
| Sep 9, 2025 | Sun Nelson | Chief Financial Officer | Buy (P) | 6K | $48K |
| Feb 14, 2025 | Chen Bihua | Insider | Buy (P) | 188K | $3.0M |
| Feb 14, 2025 | Sun Nelson | Chief Financial Officer | Buy (P) | 10K | $160K |
| Feb 14, 2025 | Lee Tien-Li | Chief Executive Officer, Director, 10% Owner | Buy (P) | 17K | $265K |
| Feb 14, 2025 | Decheng Capital Global Life Sciences Fund IV, L.P. | 10% Owner | Buy (P) | 625K | $10.0M |
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/AARD/capital-change-brief"
Use Arkolith's capital_change_brief for AARD. 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 AARD. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.