Among active 13F managers last quarter, 9 opened and 17 added, while 12 reduced; the largest holder to move was Allspring Global Investments Holdings, LLC (−25%). No open-market insider trades in the last 180 days.
Funds lean in and no leg opposes.
181 tracked 13F filers disclose a position in ADAM as of the latest SEC 13F filings, a combined $381.5M in reported value. 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.
| # | Fund | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 13.6M | $127.9M | ▲+2.7% Added · +359K sh | Q2 2026 | |
| 2 | Vanguard Capital Management LLC | 3.6M | $34.2M | ▼−3.7% Reduced · −141K sh | Q2 2026 | |
| 3 | State Street Corp | 3.5M | $33.4M | ▲+3.4% Added · +113K sh | Q2 2026 | |
| 4 | Mirae Asset Global Etfs Holdings Ltd. | 2.6M | $18.9M | ▲+7.5% Added · +179K sh | Q1 2026 | |
| 5 | Geode Capital Management, LLC | 2.3M | $21.4M | ▲+1.7% Added · +38K sh | Q2 2026 | |
| 6 | Allspring Global Investments Holdings, LLC | 2.2M | $20.1M | ▼−25% Reduced · −703K sh | Q2 2026 | |
| 7 | Vanguard Portfolio Management LLC | 1.7M | $16.3M | ▲+5.4% Added · +89K sh | Q2 2026 | |
| 8 | Charles Schwab Investment Management Inc | 1.6M | $12.0M | ▼−8.6% Reduced · −153K sh | Q1 2026 | |
| 9 | Northern Trust Corp | 992K | $7.3M | ▲+4.4% Added · +42K sh | Q1 2026 | |
| 10 | Van Eck Associates Corp | 881K | $8.3M | ▼−7.5% Reduced · −71K sh | Q2 2026 | |
| 11 | Morgan Stanley | 789K | $5.8M | ▼−11% Reduced · −101K sh | Q1 2026 | |
| 12 | Vanguard Fiduciary Trust Co | 544K | $5.1M | ▼−1.3% Reduced · −7K sh | Q2 2026 | |
| 13 | Goldman Sachs Group Inc | 499K | $3.7M | ▲+4.9% Added · +23K sh | Q1 2026 | |
| 14 | Bank of New York Mellon Corp | 493K | $3.6M | ▼−4.9% Reduced · −25K sh | Q1 2026 | |
| 15 | JPMorgan Chase & Co | 429K | $3.1M | ▼−26% Reduced · −154K sh | Q1 2026 | |
| 16 | Bank Of America Corp | 416K | $3.1M | ▼−3.8% Reduced · −16K sh | Q1 2026 | |
| 17 | Principal Financial Group Inc | 408K | $3.0M | ▲+2.0% Added · +8K sh | Q1 2026 | |
| 18 | Qube Research & Technologies Ltd | 301K | $2.2M | ▲+250% Added · +215K sh | Q1 2026 | |
| 19 | Public Sector Pension Investment Board | 288K | $2.7M | ▼−4.1% Reduced · −12K sh | Q2 2026 | |
| 20 | Jane Street Group, LLC | 271K | $2.0M | ▲+61% Added · +102K sh | Q1 2026 | |
| 21 | Rhumbline Advisers | 227K | $1.7M | ▲+1.5% Added · +3K sh | Q1 2026 | |
| 22 | AQR Capital Management LLC | 225K | $1.7M | ▲+6.7% Added · +14K sh | Q1 2026 | |
| 23 | FMR LLC | 211K | $2.0M | ▲+294% Added · +157K sh | Q2 2026 | |
| 24 | Wells Fargo & Company | 207K | $1.5M | ▼−24% Reduced · −67K sh | Q1 2026 | |
| 25 | UBS Group AG | 201K | $1.5M | ▼−37% Reduced · −119K 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.
Last quarter, 9 funds opened a new position in ADAM and 17 added to an existing one, while 12 reduced. Based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Their position there |
|---|---|---|
| Nvidia CorpNVDA | 87 funds | $267.1B |
| Apple IncAAPL | 87 funds | $179.7B |
| Microsoft CorpMSFT | 87 funds | $161.2B |
| Broadcom IncAVGO | 87 funds | $115.4B |
| Amazon.com IncAMZN | 85 funds | $122.0B |
| Alphabet Inc-CL AGOOGL | 84 funds | $107.2B |
| Meta Platforms Inc-Class AMETA | 84 funds | $66.8B |
| Micron Technology IncMU | 84 funds | $42.2B |
| Tesla IncTSLA | 84 funds | $41.1B |
| Visa Inc-Class A SharesV | 84 funds | $38.8B |
| Lam Research CorpLRCX | 84 funds | $35.8B |
| Mastercard Inc - AMA | 84 funds | $34.8B |
Ranked by how many of ADAM's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in ADAM.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Mar 13, 2020 | Serrano Jason T | President, Director | Buy (P) 3 lots, same day | 60K | $235K |
| Mar 13, 2020 | Nario-Eng Kristine Rimando | Chief Financial Officer | Buy (P) | 8K | $30K |
| Mar 13, 2020 | Mumma Steven R | CEO, Director | Buy (P) | 32K | $129K |
| Mar 13, 2020 | Norcutt Steven G | Director | Buy (P) | 6K | $25K |
| Mar 13, 2020 | Reese Nathan R | Chief Operating Officer | Buy (P) | 5K | $21K |
| Mar 11, 2020 | Nario-Eng Kristine Rimando | Chief Financial Officer | Buy (P) | 11K | $59K |
| Mar 10, 2020 | Mumma Steven R | CEO, Director | Buy (P) 2 lots, same day | 50K | $273K |
| Jun 14, 2019 | Hainey Alan L | Director | Sell (S) | 10K | $63K |
| Dec 12, 2017 | Hainey Alan L | Director | Sell (S) | 200 | $1K |
| Jun 9, 2016 | Donlon Kevin M. | President | Buy (P) | 58K | $365K |
| May 31, 2016 | Donlon Kevin M. | President | Buy (P) | 203K | $1.2M |
| May 23, 2016 | Donlon Kevin M. | President | Buy (P) | 2K | $9K |
One row per insider, day and transaction code; shares and value are summed across the lots. Every lot is on the full insider page and in the filing.
Where institutional funds (13F), corporate insiders (Form 4) and US House members (STOCK Act) are buying or selling the same name in the same window. Green is buying, red is selling.
Insiders and Congress: last 180 days. Funds: latest 13F, top 100 holders incl. passive
| Source | Buying | Selling | Net |
|---|---|---|---|
13F funds Top 100 holders by value, passive included; the hero counts active managers only | 42 | 31 | – |
Insiders Form 4 open-market | 0 | 0 | $0 |
US House STOCK Act trades | 0 | 0 | $0 |
Capital Rotation reports where institutional capital disclosed rotating, as of the latest public SEC 13F filings. It is data, not investment advice, a recommendation, or a prediction. Filings lag about 45 days and cover long US equity positions only. Past disclosed flows do not indicate future prices. Do your own research; consult a licensed advisor.
| Class | 13F holders | Value held |
|---|---|---|
| ADAMthis pagecs | 181 funds | $381.5M |
| 649604873PFD | 1 funds | $1.3M |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
Connected entities for ADAM
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/ADAM/capital-change-brief"
Use Arkolith's capital_change_brief for ADAM. 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 ADAM. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.