435 tracked 13F filers disclose a position in ADC as of the latest SEC 13F filings, a combined $8.7B 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 | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | $1.3B | 17.9M | ▲+6.6% Added · +1.1M sh | Q1 2026 | |
| 2 | VANGUARD PORTFOLIO MANAGEMENT LLC | $773.4M | 10.3M | →First observed position No prior filed position | Q1 2026 | |
| 3 | STATE STREET CORP | $445.3M | 5.9M | ▼−1.8% Reduced · −107K sh | Q2 2026 | |
| 4 | VANGUARD CAPITAL MANAGEMENT LLC | $403.0M | 5.3M | →First observed position No prior filed position | Q1 2026 | |
| 5 | PRINCIPAL FINANCIAL GROUP INC | $341.2M | 4.5M | ▲+5.4% Added · +233K sh | Q1 2026 | |
| 6 | TWO SIGMA INVESTMENTS, LP | $304.7M | 4.0M | ▲+139% Added · +2.4M sh | Q1 2026 | |
| 7 | CENTERSQUARE INVESTMENT MANAGEMENT LLC | $282.6M | 3.7M | ▲+8.8% Added · +301K sh | Q2 2026 | |
| 8 | Zimmer Partners, LP | $248.5M | 3.3M | ▲New +3.3M sh | Q1 2026 | |
| 9 | Daiwa Securities Group Inc. | $221.3M | 2.9M | ▼−1.3% Reduced · −40K sh | Q2 2026 | |
| 10 | GEODE CAPITAL MANAGEMENT, LLC | $210.7M | 2.8M | ▲+3.0% Added · +82K sh | Q2 2026 | |
| 11 | JPMORGAN CHASE & CO | $207.4M | 2.8M | ▼−2.7% Reduced · −77K sh | Q1 2026 | |
| 12 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $159.0M | 2.1M | ▲+7.9% Added · +154K sh | Q1 2026 | |
| 13 | PRUDENTIAL FINANCIAL INC | $143.8M | 1.9M | ▲+6.3% Added · +113K sh | Q1 2026 | |
| 14 | DIMENSIONAL FUND ADVISORS LP | $133.5M | 1.8M | ▲+5.3% Added · +89K sh | Q1 2026 | |
| 15 | NORGES BANK | $116.1M | 1.6M | ▲+81% Added · +722K sh | Q4 2025 | |
| 16 | BANK OF AMERICA CORP /DE/ | $115.1M | 1.5M | ▲+65% Added · +603K sh | Q1 2026 | |
| 17 | RAYMOND JAMES FINANCIAL INC | $107.9M | 1.4M | ▲+13% Added · +169K sh | Q1 2026 | |
| 18 | DEUTSCHE BANK AG\ | $100.7M | 1.3M | ▼−39% Reduced · −840K sh | Q1 2026 | |
| 19 | MORGAN STANLEY | $99.4M | 1.3M | ▲+0.9% Added · +12K sh | Q1 2026 | |
| 20 | JANUS HENDERSON GROUP PLC | $94.3M | 1.3M | ▼−0.1% Reduced · −994 sh | Q1 2026 | |
| 21 | GOLDMAN SACHS GROUP INC | $88.2M | 1.2M | ▲+159% Added · +719K sh | Q1 2026 | |
| 22 | NORTHERN TRUST CORP | $86.8M | 1.2M | ▲+3.1% Added · +35K sh | Q1 2026 | |
| 23 | MILLENNIUM MANAGEMENT LLC | $82.8M | 1.1M | ▼−23% Reduced · −335K sh | Q1 2026 | |
| 24 | SEI INVESTMENTS CO | $79.3M | 1.1M | ▲+27% Added · +225K sh | Q1 2026 | |
| 25 | DUFF & PHELPS INVESTMENT MANAGEMENT CO | $76.1M | 1.0M | ▲+5.4% Added · +52K 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, 3 funds opened a new position in ADC and 25 added to an existing one, while 27 reduced and 0 exited entirely — 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 | Combined value |
|---|---|---|
| META PLATFORMS INC-CLASS AMETA | 249 funds | $113.9B |
| MICROSOFT CORPMSFT | 248 funds | $259.4B |
| AMAZON.COM INCAMZN | 248 funds | $194.4B |
| NVIDIA CORPNVDA | 245 funds | $383.5B |
| APPLE INCAAPL | 239 funds | $289.6B |
| ELI LILLY & COLLY | 238 funds | $76.3B |
| ALPHABET INC-CL AGOOGL | 237 funds | $167.3B |
| JPMORGAN CHASE & COJPM | 236 funds | $63.5B |
| BROADCOM INCAVGO | 235 funds | $147.2B |
| ADVANCED MICRO DEVICESAMD | 235 funds | $34.7B |
| MICRON TECHNOLOGY INCMU | 231 funds | $39.2B |
| ALPHABET INC-CL CGOOG | 230 funds | $116.7B |
Ranked by how many of ADC's institutional holders also hold each name, a cross-fund conviction signal.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Aug 31, 2026 | RAKOLTA JOHN JR | Director | Buy (P) | 10K | $724K |
| Aug 28, 2026 | RAKOLTA JOHN JR | Director | Buy (P) | 136 | $10K |
| Aug 27, 2026 | RAKOLTA JOHN JR | Director | Buy (P) | 20K | $1.5M |
| Jun 4, 2026 | AGREE RICHARD | EXECUTIVE CHAIRMAN OF BOARD, Director | Buy (P) | 5K | $357K |
| May 15, 2026 | RAKOLTA JOHN JR | Director | Buy (P) | 20K | $1.5M |
| May 14, 2026 | Agree Joey | PRESIDENT & CEO, Director | Buy (P) | 13K | $1.0M |
| May 14, 2026 | Lehmkuhl Greg | Director | Buy (P) | 750 | $56K |
| Apr 1, 2026 | RAKOLTA JOHN JR | Director | Buy (P) | 146 | $11K |
| Jan 9, 2026 | AGREE RICHARD | EXECUTIVE CHAIRMAN OF BOARD, Director | Buy (P) | 24K | $1.7M |
| Jan 9, 2026 | Coughenour Peter | CHIEF FINANCIAL OFFICER | Buy (P) | 500 | $35K |
| Dec 24, 2025 | RAKOLTA JOHN JR | Director | Buy (P) | 15K | $1.1M |
| Oct 7, 2025 | RAKOLTA JOHN JR | Director | Buy (P) | 25K | $1.8M |
Connected entities for ADC
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/ADC/capital-change-brief"
Use Arkolith's capital_change_brief for ADC. 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 ADC. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.