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.
| # | 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 | ▲New +10.3M sh | Q1 2026 | |
| 3 | STATE STREET CORP | $451.3M | 6.0M | ▲+1.4% Added · +82K sh | Q1 2026 | |
| 4 | VANGUARD CAPITAL MANAGEMENT LLC | $403.0M | 5.3M | ▲New +5.3M sh | 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 | $258.5M | 3.4M | ▲+4.0% Added · +130K sh | Q1 2026 | |
| 8 | Zimmer Partners, LP | $248.5M | 3.3M | ▲New +3.3M sh | Q1 2026 | |
| 9 | Daiwa Securities Group Inc. | $223.3M | 3.0M | ▲+31% Added · +699K sh | Q1 2026 | |
| 10 | JPMORGAN CHASE & CO | $207.4M | 2.8M | ▼−2.7% Reduced · −77K sh | Q1 2026 | |
| 11 | GEODE CAPITAL MANAGEMENT, LLC | $203.5M | 2.7M | ▲+7.5% Added · +189K 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 | FRONTIER CAPITAL MANAGEMENT CO LLC | $83.0M | 1.1M | ▲+37% Added · +295K sh | Q1 2026 | |
| 24 | MILLENNIUM MANAGEMENT LLC | $82.8M | 1.1M | ▼−23% Reduced · −335K sh | Q1 2026 | |
| 25 | SEI INVESTMENTS CO | $79.3M | 1.1M | ▲+27% Added · +225K 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 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 | Dearing Karen | Director | Grant (A) | 2K | $0 |
| May 14, 2026 | Rossi Jerome R | Director | Grant (A) | 2K | $0 |
| May 14, 2026 | RAKOLTA JOHN JR | Director | Grant (A) | 2K | $0 |
| May 14, 2026 | RAKOLTA JOHN JR | Director | Grant (A) | 1K | $100K |
| May 14, 2026 | Frankel Merrie S. | Director | Grant (A) | 432 | $0 |
| May 14, 2026 | Lehmkuhl Greg | Director | Grant (A) | 2K | $0 |
| May 14, 2026 | Lehmkuhl Greg | Director | Grant (A) | 2K | $163K |
| May 14, 2026 | Judlowe Michael | Director | Grant (A) | 2K | $0 |
| May 14, 2026 | He Linglong | Director | Grant (A) | 2K | $0 |
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 159 funds | $62.1B |
| NVIDIA CORPNVDA | 155 funds | $88.5B |
| AMAZON.COM INCAMZN | 155 funds | $47.0B |
| BROADCOM INCAVGO | 155 funds | $32.4B |
| JPMORGAN CHASE & COJPM | 155 funds | $20.1B |
| MASTERCARD INC - AMA | 155 funds | $10.4B |
| APPLE INCAAPL | 154 funds | $73.5B |
| META PLATFORMS INC-CLASS AMETA | 154 funds | $27.7B |
| ELI LILLY & COLLY | 154 funds | $14.9B |
| ALPHABET INC-CL AGOOGL | 153 funds | $39.0B |
| ALPHABET INC-CL CGOOG | 153 funds | $26.6B |
| AT&T INCT | 153 funds | $4.4B |
Ranked by how many of ADC'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 ADC. 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.