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.
| # | 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 | ▲New +784K sh | Q1 2026 | |
| 3 | DIMENSIONAL FUND ADVISORS LP | $69.7M | 744K | ▲+12% Added · +78K sh | Q1 2026 | |
| 4 | SILVERCREST ASSET MANAGEMENT GROUP LLC | $68.3M | 729K | ▼−8.2% Reduced · −66K sh | Q1 2026 | |
| 5 | STATE STREET CORP | $67.5M | 721K | ▲+2.7% Added · +19K sh | Q1 2026 | |
| 6 | WASATCH ADVISORS LP | $68.4M | 681K | ▼−22% Reduced · −187K sh | Q2 2026 | |
| 7 | GEODE CAPITAL MANAGEMENT, LLC | $45.1M | 482K | ▲+3.3% Added · +16K sh | Q1 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 | ▲New +369K sh | 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 | Qube Research & Technologies Ltd | $13.4M | 144K | ▲+85% Added · +66K sh | Q1 2026 | |
| 23 | PRICE T ROWE ASSOCIATES INC /MD/ | $13.1M | 140K | ▼−40% Reduced · −92K sh | Q1 2026 | |
| 24 | VANGUARD FIDUCIARY TRUST CO | $11.5M | 122K | ▲New +122K sh | Q1 2026 | |
| 25 | Leeward Investments, LLC - MA | $11.3M | 121K | ▲+9.4% Added · +10K 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 22, 2026 | Dixon Heather Brianne | President and Chief Operating | Sell (S) | 288 | $27K |
| Jun 10, 2026 | EARLEY MICHAEL | Director | Grant (A) | 1K | $0 |
| Jun 10, 2026 | FIRST MARK L | Director | Grant (A) | 1K | $0 |
| Jun 10, 2026 | Gordon Darin J. | Director | Grant (A) | 1K | $0 |
| Jun 10, 2026 | Weaver Susan T | Director | Grant (A) | 1K | $0 |
| Jun 10, 2026 | RUSH JEAN | Director | Grant (A) | 1K | $0 |
| Jun 10, 2026 | Lopez Esteban | Director | Grant (A) | 1K | $0 |
| Jun 10, 2026 | Hill-Milbourne Veronica | Director | Grant (A) | 1K | $0 |
| 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 |
| Company | Co-held by | Combined value |
|---|---|---|
| ALPHABET INC-CL AGOOGL | 97 funds | $26.8B |
| MICROSOFT CORPMSFT | 96 funds | $41.3B |
| JPMORGAN CHASE & COJPM | 96 funds | $14.0B |
| APPLE INCAAPL | 95 funds | $47.2B |
| AMAZON.COM INCAMZN | 94 funds | $31.9B |
| MASTERCARD INC - AMA | 94 funds | $7.8B |
| NVIDIA CORPNVDA | 93 funds | $59.3B |
| BROADCOM INCAVGO | 92 funds | $22.0B |
| META PLATFORMS INC-CLASS AMETA | 92 funds | $18.5B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 92 funds | $9.3B |
| ELI LILLY & COLLY | 91 funds | $10.6B |
| LAM RESEARCH CORPLRCX | 91 funds | $4.5B |
Ranked by how many of ADUS'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 ADUS. 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.