| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | $314.2M | 8.0M | ▲+1.2% Added · +96K sh | Q1 2026 | |
| 2 | VANGUARD CAPITAL MANAGEMENT LLC | $89.1M | 2.3M | ▲New +2.3M sh | Q1 2026 | |
| 3 | VANGUARD PORTFOLIO MANAGEMENT LLC | $86.7M | 2.2M | ▲New +2.2M sh | Q1 2026 | |
| 4 | STATE STREET CORP | $78.9M | 2.0M | ▲+2.5% Added · +48K sh | Q1 2026 | |
| 5 | GEODE CAPITAL MANAGEMENT, LLC | $54.0M | 1.4M | ▲+2.1% Added · +28K sh | Q1 2026 | |
| 6 | MORGAN STANLEY | $46.9M | 1.2M | ▼−14% Reduced · −200K sh | Q1 2026 | |
| 7 | JANUS HENDERSON GROUP PLC | $42.7M | 1.1M | ▲+0.2% Added · +3K sh | Q1 2026 | |
| 8 | Value Aligned Research Advisors, LLC | $37.6M | 956K | ▲New +956K sh | Q1 2026 | |
| 9 | SOUTHEASTERN ASSET MANAGEMENT INC/TN/ | $30.8M | 783K | ▼−53% Reduced · −897K sh | Q1 2026 | |
| 10 | Qube Research & Technologies Ltd | $28.5M | 724K | ▲+396% Added · +578K sh | Q1 2026 | |
| 11 | DIMENSIONAL FUND ADVISORS LP | $28.3M | 719K | ▲+208% Added · +485K sh | Q1 2026 | |
| 12 | Longaeva Partners L.P. | $27.9M | 708K | ▲New +708K sh | Q1 2026 | |
| 13 | FMR LLC | $24.8M | 629K | ▼−22% Reduced · −174K sh | Q1 2026 | |
| 14 | CITIGROUP INC | $24.4M | 620K | ▲14× Added · +576K sh | Q1 2026 | |
| 15 | WEXFORD CAPITAL LP | $23.6M | 599K | ▲+79% Added · +264K sh | Q1 2026 | |
| 16 | Oxbow Capital Management (HK) Ltd | $23.5M | 597K | ▲New +597K sh | Q1 2026 | |
| 17 | NORTHERN TRUST CORP | $22.1M | 563K | ▲+3.4% Added · +18K sh | Q1 2026 | |
| 18 | GOLDMAN SACHS GROUP INC | $21.7M | 552K | ▲+53% Added · +191K sh | Q1 2026 | |
| 19 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $18.9M | 481K | ▲+0.6% Added · +3K sh | Q1 2026 | |
| 20 | Mitsubishi UFJ Trust & Banking Corp | $18.3M | 466K | ▼−44% Reduced · −363K sh | Q1 2026 | |
| 21 | UBS Group AG | $15.9M | 404K | ▼−21% Reduced · −106K sh | Q1 2026 | |
| 22 | BANK OF AMERICA CORP /DE/ | $15.8M | 402K | ▲+33% Added · +101K sh | Q1 2026 | |
| 23 | Raiffeisen Bank International AG | $14.4M | 380K | ▼−13% Reduced · −55K sh | Q1 2026 | |
| 24 | FIRST TRUST ADVISORS LP | $14.7M | 374K | ▲+74% Added · +159K sh | Q1 2026 | |
| 25 | VANGUARD FIDUCIARY TRUST CO | $13.4M | 341K | ▲New +341K 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 |
|---|---|---|
| MICROSOFT CORPMSFT | 84 funds | $38.3B |
| AMAZON.COM INCAMZN | 83 funds | $28.8B |
| ALPHABET INC-CL AGOOGL | 83 funds | $25.6B |
| META PLATFORMS INC-CLASS AMETA | 83 funds | $18.8B |
| MICRON TECHNOLOGY INCMU | 83 funds | $6.8B |
| NVIDIA CORPNVDA | 82 funds | $54.9B |
| BROADCOM INCAVGO | 82 funds | $20.1B |
| JPMORGAN CHASE & COJPM | 81 funds | $11.7B |
| MASTERCARD INC - AMA | 81 funds | $7.4B |
| APPLE INCAAPL | 80 funds | $45.5B |
| ALPHABET INC-CL CGOOG | 80 funds | $17.2B |
| LAM RESEARCH CORPLRCX | 80 funds | $5.9B |
Ranked by how many of ACMR's institutional holders also hold each name, a cross-fund conviction signal.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Jun 5, 2026 | Cheav Sotheara | See remarks | Sell (S) | 2K | $195K |
| Jun 5, 2026 | Cheav Sotheara | See remarks | Sell (S) | 968 | $80K |
| Jun 5, 2026 | Cheav Sotheara | See remarks | Sell (S) | 400 | $34K |
| Jun 5, 2026 | Cheav Sotheara | See remarks | Sell (S) | 2K | $141K |
| Jun 4, 2026 | Cheav Sotheara | See remarks | Sell (S) | 1K | $109K |
| Jun 4, 2026 | Cheav Sotheara | See remarks | Sell (S) | 9K | $784K |
| Jun 4, 2026 | Cheav Sotheara | See remarks | Sell (S) | 3K | $244K |
| Jun 4, 2026 | Wang David H | See Remarks, Director, 10% Owner | Sell (S) | 2K | $173K |
| Jun 4, 2026 | Wang David H | See Remarks, Director, 10% Owner | Sell (S) | 18K | $1.5M |
| Jun 4, 2026 | Wang David H | See Remarks, Director, 10% Owner | Sell (S) | 11K | $946K |
| Jun 4, 2026 | Wang David H | See Remarks, Director, 10% Owner | Sell (S) | 9K | $748K |
| Jun 4, 2026 | Wang David H | See Remarks, Director, 10% Owner | Sell (S) | 826 | $73K |
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/ACMR/capital-change-brief"
Use Arkolith's capital_change_brief for ACMR. 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 ACMR. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.