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/ADTN/capital-change-brief"
Use Arkolith's capital_change_brief for ADTN. 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. | $98.6M | 7.8M | ▼−3.5% Reduced · −285K sh | Q1 2026 | |
| 2 | VANGUARD PORTFOLIO MANAGEMENT LLC | $60.0M | 4.8M | ▲New +4.8M sh | Q1 2026 | |
| 3 | VANGUARD CAPITAL MANAGEMENT LLC | $43.1M | 3.4M | ▲New +3.4M sh | Q1 2026 | |
| 4 | STATE STREET CORP | $29.6M | 2.4M | ▲+18% Added · +365K sh | Q1 2026 | |
| 5 | WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | $25.0M | 2.0M | ▼−20% Reduced · −489K sh | Q1 2026 | |
| 6 | MILLENNIUM MANAGEMENT LLC | $23.9M | 1.9M | ▼−30% Reduced · −798K sh | Q1 2026 | |
| 7 | MORGAN STANLEY | $23.1M | 1.8M | ▲+36% Added · +489K sh | Q1 2026 | |
| 8 | GEODE CAPITAL MANAGEMENT, LLC | $22.9M | 1.8M | ▲+3.0% Added · +53K sh | Q1 2026 | |
| 9 | Divisar Capital Management LLC | $22.3M | 1.8M | ▼−41% Reduced · −1.2M sh | Q1 2026 | |
| 10 | JPMORGAN CHASE & CO | $18.5M | 1.5M | ▲+249% Added · +1.1M sh | Q1 2026 | |
| 11 | First Eagle Investment Management, LLC | $17.2M | 1.4M | ▲+11% Added · +134K sh | Q1 2026 | |
| 12 | DIMENSIONAL FUND ADVISORS LP | $16.8M | 1.3M | ▲+51% Added · +449K sh | Q1 2026 | |
| 13 | NEEDHAM INVESTMENT MANAGEMENT LLC | $15.5M | 1.2M | ▼−15% Reduced · −219K sh | Q1 2026 | |
| 14 | D. E. Shaw & Co., Inc. | $15.3M | 1.2M | ▲+1.7% Added · +20K sh | Q1 2026 | |
| 15 | Boston Partners | $14.9M | 1.2M | ▲New +1.2M sh | Q1 2026 | |
| 16 | TWO SIGMA INVESTMENTS, LP | $14.1M | 1.1M | ▲16× Added · +1.1M sh | Q1 2026 | |
| 17 | SEI INVESTMENTS CO | $13.9M | 1.1M | ▲+162% Added · +683K sh | Q1 2026 | |
| 18 | GOLDMAN SACHS GROUP INC | $12.2M | 971K | ▲+86% Added · +449K sh | Q1 2026 | |
| 19 | BARCLAYS PLC | $11.7M | 928K | ▼−18% Reduced · −198K sh | Q1 2026 | |
| 20 | FEDERATED HERMES, INC. | $11.6M | 923K | ▲+6.5% Added · +56K sh | Q1 2026 | |
| 21 | MARSHALL WACE, LLP | $11.2M | 892K | ▲New +892K sh | Q1 2026 | |
| 22 | Squarepoint Ops LLC | $11.2M | 888K | ▲+11% Added · +91K sh | Q1 2026 | |
| 23 | AQR CAPITAL MANAGEMENT LLC | $10.6M | 844K | ▲+256% Added · +607K sh | Q1 2026 | |
| 24 | WESTERLY CAPITAL MANAGEMENT, LLC | $10.1M | 800K | ▲+14% Added · +100K sh | Q1 2026 | |
| 25 | HEARTLAND ADVISORS INC | $9.4M | 750K | ▲New +750K 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 |
|---|---|---|---|---|---|
| Jul 1, 2026 | DelSanto Anne | Director | Grant (A) | 4K | $0 |
| May 20, 2026 | Wilson James Denson Jr | Chief Revenue Officer | Sell (S) | 9K | $137K |
| May 20, 2026 | Wilson James Denson Jr | Chief Revenue Officer | Gift (G) | 10K | $0 |
| May 8, 2026 | Glingener Christoph | Chief Technology Officer | Option exercise (M) | 22K | $271K |
| May 8, 2026 | Glingener Christoph | Chief Technology Officer | Sell (S) | 22K | $334K |
| May 8, 2026 | Glingener Christoph | Chief Technology Officer | Option exercise (M) | 22K | $0 |
| May 7, 2026 | Glingener Christoph | Chief Technology Officer | Option exercise (M) | 41K | $289K |
| May 7, 2026 | Glingener Christoph | Chief Technology Officer | Sell (S) | 41K | $607K |
| May 7, 2026 | Glingener Christoph | Chief Technology Officer | Option exercise (M) | 85K | $1.0M |
| May 7, 2026 | Glingener Christoph | Chief Technology Officer | Sell (S) | 85K | $1.3M |
| May 7, 2026 | Glingener Christoph | Chief Technology Officer | Option exercise (M) | 41K | $0 |
| May 7, 2026 | Glingener Christoph | Chief Technology Officer | Option exercise (M) | 85K | $0 |
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 69 funds | $27.6B |
| NVIDIA CORPNVDA | 68 funds | $41.6B |
| ALPHABET INC-CL AGOOGL | 68 funds | $17.2B |
| AMAZON.COM INCAMZN | 67 funds | $20.5B |
| META PLATFORMS INC-CLASS AMETA | 67 funds | $15.4B |
| BROADCOM INCAVGO | 67 funds | $14.8B |
| ELI LILLY & COLLY | 67 funds | $7.3B |
| LAM RESEARCH CORPLRCX | 67 funds | $3.6B |
| UNITEDHEALTH GROUP INCUNH | 67 funds | $2.7B |
| AUTOMATIC DATA PROCESSINGADP | 66 funds | $1.8B |
| APPLE INCAAPL | 65 funds | $30.7B |
| MASTERCARD INC - AMA | 65 funds | $5.7B |
Ranked by how many of ADTN'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 ADTN. 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.