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/AD/capital-change-brief"
Use Arkolith's capital_change_brief for AD. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE/ | $116.9M | 2.5M | ▼~0% Reduced · −899 sh | Q1 2026 | |
| 2 | DIMENSIONAL FUND ADVISORS LP | $106.1M | 2.3M | ▲+2.5% Added · +57K sh | Q1 2026 | |
| 3 | BNP Paribas Asset Management Holding S.A. | $95.2M | 2.1M | ▲10k× Added · +2.1M sh | Q1 2026 | |
| 4 | Jericho Capital Asset Management L.P. | $83.8M | 1.8M | —Held | Q1 2026 | |
| 5 | Newtyn Management, LLC | $74.6M | 1.6M | ▼−4.9% Reduced · −83K sh | Q1 2026 | |
| 6 | GAMCO INVESTORS, INC. ET AL | $39.0M | 845K | ▼−12% Reduced · −120K sh | Q1 2026 | |
| 7 | LOOMIS SAYLES & CO L P | $34.2M | 740K | ▼−2.8% Reduced · −21K sh | Q1 2026 | |
| 8 | OAKTREE CAPITAL MANAGEMENT LP | $33.4M | 724K | —Held | Q1 2026 | |
| 9 | VANGUARD CAPITAL MANAGEMENT LLC | $31.5M | 682K | ▲New +682K sh | Q1 2026 | |
| 10 | VANGUARD PORTFOLIO MANAGEMENT LLC | $30.8M | 667K | ▲New +667K sh | Q1 2026 | |
| 11 | AMERICAN CENTURY COMPANIES INC | $28.0M | 607K | ▲+20% Added · +99K sh | Q1 2026 | |
| 12 | GABELLI FUNDS LLC | $25.0M | 542K | ▼−2.0% Reduced · −11K sh | Q1 2026 | |
| 13 | Qube Research & Technologies Ltd | $18.5M | 402K | ▲+82% Added · +181K sh | Q1 2026 | |
| 14 | BlackRock, Inc. | $17.2M | 372K | ▼−27% Reduced · −137K sh | Q1 2026 | |
| 15 | Aberdeen Group plc | $11.9M | 257K | ▼−11% Reduced · −33K sh | Q1 2026 | |
| 16 | STATE STREET CORP | $11.3M | 246K | ▲+61% Added · +93K sh | Q1 2026 | |
| 17 | D. E. Shaw & Co., Inc. | $10.1M | 220K | ▲+62% Added · +84K sh | Q1 2026 | |
| 18 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $8.6M | 186K | ▲+14% Added · +22K sh | Q1 2026 | |
| 19 | GEODE CAPITAL MANAGEMENT, LLC | $8.0M | 174K | ▼−25% Reduced · −58K sh | Q1 2026 | |
| 20 | Potrero Capital Research LLC | $7.4M | 160K | ▲+80% Added · +71K sh | Q1 2026 | |
| 21 | Tiptree Advisors, LLC | $7.1M | 153K | ▲+6.8% Added · +10K sh | Q1 2026 | |
| 22 | FIRST TRUST ADVISORS LP | $5.1M | 112K | ▲+15% Added · +15K sh | Q1 2026 | |
| 23 | KNIGHTSBRIDGE ASSET MANAGEMENT, LLC | $5.1M | 111K | ▲+17% Added · +16K sh | Q1 2026 | |
| 24 | HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | $4.6M | 100K | ▲+423% Added · +81K sh | Q1 2026 | |
| 25 | GOLDMAN SACHS GROUP INC | $4.5M | 98K | ▲+18% Added · +15K 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 |
|---|---|---|---|---|---|
| May 19, 2026 | Williams Xavier | Director | Grant (A) | 2K | $95K |
| May 19, 2026 | Iriarte Esteban C | Director | Grant (A) | 2K | $95K |
| May 19, 2026 | HARCZAK HARRY J JR | Director | Grant (A) | 2K | $95K |
| Apr 3, 2026 | Carlson Anthony J | President and CEO, Director | Option exercise (M) | 2K | $84K |
| Apr 3, 2026 | Carlson Anthony J | President and CEO, Director | Tax withholding (F) | 511 | $25K |
| Apr 3, 2026 | Carlson Anthony J | President and CEO, Director | Option exercise (M) | 4K | $199K |
| Apr 3, 2026 | Carlson Anthony J | President and CEO, Director | Tax withholding (F) | 1K | $58K |
| Apr 3, 2026 | Carlson Anthony J | President and CEO, Director | Option exercise (M) | 2K | $84K |
| Apr 3, 2026 | Carlson Anthony J | President and CEO, Director | Option exercise (M) | 4K | $199K |
| Mar 17, 2026 | Carlson Anthony J | President and CEO, Director | Grant (A) | 6K | — |
| Mar 4, 2026 | Carlson Anthony J | President and CEO, Director | Option exercise (M) | 1K | $50K |
| Mar 4, 2026 | Carlson Anthony J | President and CEO, Director | Tax withholding (F) | 349 | $17K |
| Company | Co-held by | Combined value |
|---|---|---|
| NVIDIA CORPNVDA | 38 funds | $26.3B |
| NETFLIX INCNFLX | 38 funds | $2.1B |
| LAM RESEARCH CORPLRCX | 37 funds | $1.9B |
| MICROSOFT CORPMSFT | 36 funds | $14.9B |
| AMAZON.COM INCAMZN | 36 funds | $12.4B |
| META PLATFORMS INC-CLASS AMETA | 36 funds | $7.5B |
| ELI LILLY & COLLY | 36 funds | $3.7B |
| APPLIED MATERIALS INCAMAT | 36 funds | $3.1B |
| COSTCO WHOLESALE CORPCOST | 36 funds | $3.0B |
| ADVANCED MICRO DEVICESAMD | 36 funds | $2.5B |
| PALANTIR TECHNOLOGIES INC-APLTR | 36 funds | $1.8B |
| APPLE INCAAPL | 35 funds | $18.8B |
Ranked by how many of AD'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 AD. 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.