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/ADEA/capital-change-brief"
Use Arkolith's capital_change_brief for ADEA. 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. | $404.0M | 16.8M | ▲+2.3% Added · +385K sh | Q1 2026 | |
| 2 | AMERIPRISE FINANCIAL INC | $349.9M | 14.6M | ▼−2.9% Reduced · −430K sh | Q1 2026 | |
| 3 | VANGUARD PORTFOLIO MANAGEMENT LLC | $203.2M | 8.5M | ▲New +8.5M sh | Q1 2026 | |
| 4 | VANGUARD CAPITAL MANAGEMENT LLC | $113.1M | 4.7M | ▲New +4.7M sh | Q1 2026 | |
| 5 | STATE STREET CORP | $110.0M | 4.6M | ▲+6.6% Added · +282K sh | Q1 2026 | |
| 6 | Rubric Capital Management LP | $102.9M | 4.3M | —Held | Q1 2026 | |
| 7 | FMR LLC | $81.9M | 3.4M | ▲224× Added · +3.4M sh | Q1 2026 | |
| 8 | Neuberger Berman Group LLC | $77.6M | 3.2M | ▲+2.9% Added · +91K sh | Q1 2026 | |
| 9 | GEODE CAPITAL MANAGEMENT, LLC | $68.5M | 2.8M | ▲+1.7% Added · +49K sh | Q1 2026 | |
| 10 | DIMENSIONAL FUND ADVISORS LP | $66.6M | 2.8M | ▼−1.5% Reduced · −43K sh | Q1 2026 | |
| 11 | Harvey Partners, LLC | $66.2M | 2.8M | ▲+5.3% Added · +138K sh | Q1 2026 | |
| 12 | SYSTEMATIC FINANCIAL MANAGEMENT LP | $64.5M | 2.7M | ▼−7.1% Reduced · −205K sh | Q1 2026 | |
| 13 | Boston Partners | $54.1M | 2.2M | ▼−3.1% Reduced · −73K sh | Q1 2026 | |
| 14 | MANUFACTURERS LIFE INSURANCE COMPANY, THE | $44.6M | 1.9M | ▼−24% Reduced · −582K sh | Q1 2026 | |
| 15 | LOOMIS SAYLES & CO L P | $32.1M | 1.3M | ▲New +1.3M sh | Q1 2026 | |
| 16 | NORTHERN TRUST CORP | $27.2M | 1.1M | ▲+2.8% Added · +31K sh | Q1 2026 | |
| 17 | Nuveen, LLC | $26.7M | 1.1M | ▲+5.6% Added · +59K sh | Q1 2026 | |
| 18 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $25.1M | 1.0M | ▲+0.4% Added · +5K sh | Q1 2026 | |
| 19 | Bank of New York Mellon Corp | $24.3M | 1.0M | ▼−4.5% Reduced · −48K sh | Q1 2026 | |
| 20 | GOLDMAN SACHS GROUP INC | $24.2M | 1.0M | ▲+17% Added · +146K sh | Q1 2026 | |
| 21 | DEUTSCHE BANK AG\ | $23.4M | 976K | ▲+33% Added · +243K sh | Q1 2026 | |
| 22 | MORGAN STANLEY | $23.2M | 964K | ▼−8.1% Reduced · −85K sh | Q1 2026 | |
| 23 | VANGUARD FIDUCIARY TRUST CO | $18.0M | 749K | ▲New +749K sh | Q1 2026 | |
| 24 | BANK OF AMERICA CORP /DE/ | $17.8M | 741K | ▲+23% Added · +138K sh | Q1 2026 | |
| 25 | Portolan Capital Management, LLC | $17.5M | 729K | ▲+185% Added · +473K 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 1, 2026 | Davis Paul E. | Chief Executive Officer, Director | Tax withholding (F) | 53K | $1.5M |
| May 13, 2026 | Tanji Kevin | Chief Legal Officer | Sell (S) | 99K | $3.2M |
| May 7, 2026 | MOLONEY DANIEL M | Director | Grant (A) | 7K | $0 |
| May 7, 2026 | Molina V Sue | Director | Grant (A) | 7K | $0 |
| May 7, 2026 | OCONNOR MAYES TONIA | Director | Grant (A) | 7K | $0 |
| May 7, 2026 | Rymer Adam | Director | Grant (A) | 7K | $0 |
| May 7, 2026 | Turner-Brim Phyllis | Director | Grant (A) | 7K | $0 |
| May 7, 2026 | VIJ SANDEEP | Director | Grant (A) | 7K | $0 |
| Mar 1, 2026 | Jones Keith A | Chief Financial Officer | Tax withholding (F) | 31K | $632K |
| Mar 1, 2026 | Jones Keith A | Chief Financial Officer | Grant (A) | 95K | $0 |
| Mar 1, 2026 | Jones Keith A | Chief Financial Officer | Tax withholding (F) | 153K | $3.2M |
| Mar 1, 2026 | Jones Keith A | Chief Financial Officer | Grant (A) | 302K | $0 |
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 85 funds | $33.8B |
| META PLATFORMS INC-CLASS AMETA | 82 funds | $15.4B |
| ALPHABET INC-CL AGOOGL | 81 funds | $23.9B |
| COMCAST CORP-CLASS ACMCSA | 81 funds | $2.2B |
| NVIDIA CORPNVDA | 80 funds | $48.7B |
| AMAZON.COM INCAMZN | 80 funds | $24.7B |
| COSTCO WHOLESALE CORPCOST | 80 funds | $5.6B |
| APPLIED MATERIALS INCAMAT | 80 funds | $3.9B |
| UNITEDHEALTH GROUP INCUNH | 80 funds | $3.8B |
| LAM RESEARCH CORPLRCX | 80 funds | $3.7B |
| APPLE INCAAPL | 79 funds | $40.6B |
| BROADCOM INCAVGO | 79 funds | $18.2B |
Ranked by how many of ADEA'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 ADEA. 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.