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/ACM/capital-change-brief"
Use Arkolith's capital_change_brief for ACM. 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. | $1.3B | 15.8M | ▲+3.6% Added · +553K sh | Q1 2026 | |
| 2 | PRIMECAP MANAGEMENT CO/CA/ | $733.4M | 8.6M | ▼−0.2% Reduced · −20K sh | Q1 2026 | |
| 3 | VANGUARD CAPITAL MANAGEMENT LLC | $492.0M | 5.8M | ▲New +5.8M sh | Q1 2026 | |
| 4 | VANGUARD PORTFOLIO MANAGEMENT LLC | $467.0M | 5.5M | ▲New +5.5M sh | Q1 2026 | |
| 5 | STATE STREET CORP | $427.6M | 5.0M | ▼~0% Reduced · −2K sh | Q1 2026 | |
| 6 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME | $295.3M | 3.5M | ▲+26% Added · +708K sh | Q1 2026 | |
| 7 | FIRST TRUST ADVISORS LP | $256.7M | 3.0M | ▼−26% Reduced · −1.1M sh | Q1 2026 | |
| 8 | BARROW HANLEY MEWHINNEY & STRAUSS LLC | $242.0M | 2.9M | ▲+45% Added · +883K sh | Q1 2026 | |
| 9 | GEODE CAPITAL MANAGEMENT, LLC | $208.9M | 2.5M | ▲+1.0% Added · +25K sh | Q1 2026 | |
| 10 | NORGES BANK | $205.5M | 2.2M | ▲+21% Added · +376K sh | Q4 2025 | |
| 11 | Pictet Asset Management Holding SA | $180.5M | 2.1M | ▼−27% Reduced · −794K sh | Q1 2026 | |
| 12 | FMR LLC | $178.8M | 2.1M | ▲+78% Added · +922K sh | Q1 2026 | |
| 13 | NORTHERN TRUST CORP | $166.7M | 2.0M | ▼−3.5% Reduced · −70K sh | Q1 2026 | |
| 14 | MORGAN STANLEY | $142.5M | 1.7M | ▲+8.9% Added · +137K sh | Q1 2026 | |
| 15 | UBS Group AG | $120.9M | 1.4M | ▲+2.1% Added · +30K sh | Q1 2026 | |
| 16 | DIMENSIONAL FUND ADVISORS LP | $117.7M | 1.4M | ▲+6.3% Added · +83K sh | Q1 2026 | |
| 17 | Impax Asset Management Group plc | $117.3M | 1.4M | ▼−0.7% Reduced · −9K sh | Q1 2026 | |
| 18 | Bank of New York Mellon Corp | $110.1M | 1.3M | ▼−0.2% Reduced · −3K sh | Q1 2026 | |
| 19 | Amundi | $104.0M | 1.2M | ▲+16% Added · +171K sh | Q1 2026 | |
| 20 | MANUFACTURERS LIFE INSURANCE COMPANY, THE | $103.6M | 1.2M | ▲+18% Added · +189K sh | Q1 2026 | |
| 21 | D. E. Shaw & Co., Inc. | $90.1M | 1.1M | ▲+196% Added · +703K sh | Q1 2026 | |
| 22 | AQR CAPITAL MANAGEMENT LLC | $89.6M | 1.1M | ▲+521% Added · +890K sh | Q1 2026 | |
| 23 | MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $82.2M | 969K | ▲+7.3% Added · +66K sh | Q1 2026 | |
| 24 | Ninety One UK Ltd | $81.6M | 962K | ▼−26% Reduced · −330K sh | Q1 2026 | |
| 25 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $78.8M | 929K | ▲+2.3% Added · +21K 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 16, 2026 | Poloni Lara | PRESIDENT | Buy (P) | 4K | $298K |
| May 14, 2026 | Kapoor Gaurav | CHIEF FINANCIAL OFFICER (PAO) | Buy (P) | 1K | $101K |
| May 14, 2026 | Rudd Troy | CHIEF EXECUTIVE OFFICER, Director | Buy (P) | 4K | $300K |
| Mar 3, 2026 | KERR DEREK J | Director | Grant (A) | 2K | $0 |
| Mar 3, 2026 | Stotlar Douglas | Director | Grant (A) | 2K | $0 |
| Mar 3, 2026 | Buss Brad W | Director | Grant (A) | 2K | $0 |
| Mar 3, 2026 | van 't Noordende Alexander M | Director | Grant (A) | 2K | $0 |
| Mar 3, 2026 | Tishman Daniel R. | Director | Grant (A) | 2K | $0 |
| Mar 3, 2026 | Wolfenbarger Janet Carol | Director | Grant (A) | 2K | $0 |
| Mar 3, 2026 | Pipes Kristy | Director | Grant (A) | 2K | $0 |
| Dec 23, 2025 | Rudd Troy | CHIEF EXECUTIVE OFFICER, Director | Gift (G) | 600 | $0 |
| Dec 17, 2025 | Poloni Lara | PRESIDENT | Sell (S) | 193 | $19K |
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 231 funds | $248.0B |
| BROADCOM INCAVGO | 230 funds | $135.0B |
| VISA INC-CLASS A SHARESV | 230 funds | $55.9B |
| NVIDIA CORPNVDA | 229 funds | $346.2B |
| ALPHABET INC-CL AGOOGL | 229 funds | $157.2B |
| AMAZON.COM INCAMZN | 228 funds | $189.9B |
| ELI LILLY & COLLY | 228 funds | $75.1B |
| APPLE INCAAPL | 227 funds | $260.4B |
| META PLATFORMS INC-CLASS AMETA | 226 funds | $101.3B |
| TESLA INCTSLA | 222 funds | $71.4B |
| MASTERCARD INC - AMA | 222 funds | $48.2B |
| JPMORGAN CHASE & COJPM | 221 funds | $59.5B |
Ranked by how many of ACM'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 ACM. 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.