267 tracked 13F filers disclose a position in ADUS as of the latest SEC 13F filings, a combined $1.5B 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. | $289.4M | 3.1M | ▲+10% Added · +281K sh | Q1 2026 | |
| 2 | VANGUARD CAPITAL MANAGEMENT LLC | $73.5M | 784K | →First observed position No prior filed position | Q1 2026 | |
| 3 | STATE STREET CORP | $78.1M | 778K | ▲+7.8% Added · +57K sh | Q2 2026 | |
| 4 | DIMENSIONAL FUND ADVISORS LP | $69.7M | 744K | ▲+12% Added · +78K sh | Q1 2026 | |
| 5 | SILVERCREST ASSET MANAGEMENT GROUP LLC | $68.3M | 729K | ▼−8.2% Reduced · −66K sh | Q1 2026 | |
| 6 | WASATCH ADVISORS LP | $68.4M | 681K | ▼−22% Reduced · −187K sh | Q2 2026 | |
| 7 | GEODE CAPITAL MANAGEMENT, LLC | $51.8M | 516K | ▲+7.0% Added · +34K sh | Q2 2026 | |
| 8 | MORGAN STANLEY | $42.0M | 449K | ▼−37% Reduced · −258K sh | Q1 2026 | |
| 9 | PRINCIPAL FINANCIAL GROUP INC | $40.7M | 434K | ▼−1.8% Reduced · −8K sh | Q1 2026 | |
| 10 | WESTWOOD HOLDINGS GROUP INC | $35.0M | 374K | ▼−0.4% Reduced · −1K sh | Q1 2026 | |
| 11 | VANGUARD PORTFOLIO MANAGEMENT LLC | $34.6M | 369K | →First observed position No prior filed position | Q1 2026 | |
| 12 | FMR LLC | $32.7M | 349K | ▲+0.3% Added · +999 sh | Q1 2026 | |
| 13 | BANK OF AMERICA CORP /DE/ | $30.3M | 323K | ▲+11% Added · +33K sh | Q1 2026 | |
| 14 | AMERICAN CENTURY COMPANIES INC | $29.8M | 318K | ▲67× Added · +314K sh | Q1 2026 | |
| 15 | VOYA INVESTMENT MANAGEMENT LLC | $25.4M | 272K | ▲+4.3% Added · +11K sh | Q1 2026 | |
| 16 | Boston Partners | $23.7M | 255K | ▲+29% Added · +57K sh | Q1 2026 | |
| 17 | KENNEDY CAPITAL MANAGEMENT LLC | $23.8M | 254K | ▲+16% Added · +36K sh | Q1 2026 | |
| 18 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $22.1M | 236K | ▲+3.0% Added · +7K sh | Q1 2026 | |
| 19 | NORTHERN TRUST CORP | $21.8M | 232K | ▼−9.8% Reduced · −25K sh | Q1 2026 | |
| 20 | Nuveen, LLC | $20.7M | 221K | ▲+0.2% Added · +443 sh | Q1 2026 | |
| 21 | PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | $18.2M | 194K | ▲+6.0% Added · +11K sh | Q1 2026 | |
| 22 | WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | $17.7M | 176K | ▲New +176K sh | Q2 2026 | |
| 23 | Tributary Capital Management, LLC | $17.5M | 175K | ▼−2.9% Reduced · −5K sh | Q2 2026 | |
| 24 | Qube Research & Technologies Ltd | $13.4M | 144K | ▲+85% Added · +66K sh | Q1 2026 | |
| 25 | PRICE T ROWE ASSOCIATES INC /MD/ | $13.1M | 140K | ▼−40% Reduced · −92K 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, 12 funds opened a new position in ADUS and 29 added to an existing one, while 20 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 |
|---|---|---|
| MICROSOFT CORPMSFT | 138 funds | $218.0B |
| JPMORGAN CHASE & COJPM | 135 funds | $50.8B |
| AMAZON.COM INCAMZN | 134 funds | $161.3B |
| APPLE INCAAPL | 133 funds | $240.5B |
| ALPHABET INC-CL AGOOGL | 133 funds | $131.0B |
| NVIDIA CORPNVDA | 132 funds | $322.9B |
| BROADCOM INCAVGO | 130 funds | $131.1B |
| ELI LILLY & COLLY | 130 funds | $64.6B |
| META PLATFORMS INC-CLASS AMETA | 128 funds | $93.6B |
| JOHNSON & JOHNSONJNJ | 128 funds | $37.0B |
| LAM RESEARCH CORPLRCX | 127 funds | $28.8B |
| CISCO SYSTEMS INCCSCO | 127 funds | $26.2B |
Ranked by how many of ADUS's institutional holders also hold each name, a cross-fund conviction signal.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Jun 22, 2026 | Dixon Heather Brianne | President and Chief Operating | Sell (S) | 288 | $27K |
| May 21, 2026 | Lopez Esteban | Director | Sell (S) | 250 | $23K |
| May 19, 2026 | Lopez Esteban | Director | Sell (S) | 250 | $23K |
| Apr 21, 2026 | BLESSING CLIFF DONALD | EVP, Chief Development Officer | Sell (S) | 178 | $17K |
| Mar 2, 2026 | RAINES MONICA | EVP, CCO and Quality Officer | Sell (S) | 224 | $23K |
| Feb 25, 2026 | ALLISON R DIRK | Chairman and CEO, Director | Sell (S) | 2K | $249K |
| Feb 25, 2026 | POFF BRIAN | EVP, Chief Financial Officer | Sell (S) | 820 | $86K |
| Feb 25, 2026 | GAFFNEY SEAN | EVP, Chief Legal Officer | Sell (S) | 442 | $47K |
| Feb 25, 2026 | Anderson Darby | EVP, Chief Govt Rel Officer | Sell (S) | 396 | $42K |
| Feb 25, 2026 | TUCKER DAVID W. | EVP, Chief Strategy Officer | Sell (S) | 379 | $40K |
| Feb 25, 2026 | WATTENBARGER MICHAEL D. | EVP, Chief Information Officer | Sell (S) | 300 | $32K |
| Feb 25, 2026 | BLESSING CLIFF DONALD | EVP, Chief Development Officer | Sell (S) | 177 | $19K |
Connected entities for ADUS
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/ADUS/capital-change-brief"
Use Arkolith's capital_change_brief for ADUS. 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 ADUS. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.