| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | $417.7M | 25.0M | ▲+0.8% Added · +192K sh | Q1 2026 | |
| 2 | VANGUARD PORTFOLIO MANAGEMENT LLC | $172.7M | 10.3M | →First observed position No prior filed position | Q1 2026 | |
| 3 | DIMENSIONAL FUND ADVISORS LP | $154.7M | 9.3M | ▲+5.8% Added · +509K sh | Q1 2026 | |
| 4 | VANGUARD CAPITAL MANAGEMENT LLC | $114.5M | 6.9M | →First observed position No prior filed position | Q1 2026 | |
| 5 | AMERICAN CENTURY COMPANIES INC | $113.0M | 6.8M | ▼−2.0% Reduced · −139K sh | Q1 2026 | |
| 6 | STATE STREET CORP | $111.0M | 6.6M | ▲+0.6% Added · +38K sh | Q1 2026 | |
| 7 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $105.8M | 6.3M | ▲+163% Added · +3.9M sh | Q1 2026 | |
| 8 | GOLDMAN SACHS GROUP INC | $87.0M | 5.2M | ▼−13% Reduced · −790K sh | Q1 2026 | |
| 9 | D. E. Shaw & Co., Inc. | $75.4M | 4.5M | ▼−39% Reduced · −2.9M sh | Q1 2026 | |
| 10 | GEODE CAPITAL MANAGEMENT, LLC | $64.7M | 3.9M | ▲+2.8% Added · +105K sh | Q1 2026 | |
| 11 | Qube Research & Technologies Ltd | $63.6M | 3.8M | ▲+399% Added · +3.0M sh | Q1 2026 | |
| 12 | UBS Group AG | $61.1M | 3.7M | ▲+22% Added · +658K sh | Q1 2026 | |
| 13 | FULLER & THALER ASSET MANAGEMENT, INC. | $52.2M | 3.1M | ▲+5.8% Added · +170K sh | Q1 2026 | |
| 14 | JANE STREET GROUP, LLC | $49.1M | 2.9M | ▲+34% Added · +750K sh | Q1 2026 | |
| 15 | Allianz Asset Management GmbH | $43.2M | 2.6M | ▲328× Added · +2.6M sh | Q1 2026 | |
| 16 | MORGAN STANLEY | $40.5M | 2.4M | ▲+12% Added · +252K sh | Q1 2026 | |
| 17 | Fisher Asset Management, LLC | $37.1M | 2.2M | ▼−6.5% Reduced · −154K sh | Q1 2026 | |
| 18 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $32.3M | 1.9M | ▼−2.1% Reduced · −42K sh | Q1 2026 | |
| 19 | Nuveen, LLC | $31.9M | 1.9M | ▲+2.7% Added · +51K sh | Q1 2026 | |
| 20 | NORTHERN TRUST CORP | $29.2M | 1.7M | ▲+2.4% Added · +42K sh | Q1 2026 | |
| 21 | FMR LLC | $28.4M | 1.7M | ▼−61% Reduced · −2.7M sh | Q1 2026 | |
| 22 | AQR CAPITAL MANAGEMENT LLC | $27.5M | 1.7M | ▲+84% Added · +765K sh | Q1 2026 | |
| 23 | Bank of New York Mellon Corp | $26.5M | 1.6M | ▼−2.0% Reduced · −33K sh | Q1 2026 | |
| 24 | Squarepoint Ops LLC | $26.5M | 1.6M | ▲21× Added · +1.5M sh | Q1 2026 | |
| 25 | Point72 Asset Management, L.P. | $24.0M | 1.4M | ▲+18% Added · +216K 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.
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 143 funds | $50.8B |
| AMAZON.COM INCAMZN | 138 funds | $39.8B |
| META PLATFORMS INC-CLASS AMETA | 137 funds | $23.4B |
| ALPHABET INC-CL AGOOGL | 136 funds | $33.3B |
| NVIDIA CORPNVDA | 135 funds | $74.3B |
| APPLE INCAAPL | 134 funds | $60.2B |
| COSTCO WHOLESALE CORPCOST | 134 funds | $9.2B |
| APPLIED MATERIALS INCAMAT | 134 funds | $7.6B |
| BOSTON SCIENTIFIC CORPBSX | 134 funds | $3.4B |
| BROADCOM INCAVGO | 133 funds | $26.8B |
| JPMORGAN CHASE & COJPM | 133 funds | $16.6B |
| ELI LILLY & COLLY | 133 funds | $13.4B |
Ranked by how many of AEO's institutional holders also hold each name, a cross-fund conviction signal.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Jul 7, 2026 | Spiegel Noel Joseph | Director | Sell (S) | 3K | $49K |
| Jul 7, 2026 | MCMILLAN CARY D | Director | Sell (S) | 3K | $49K |
| Apr 6, 2026 | MCMILLAN CARY D | Director | Sell (S) | 3K | $50K |
| Apr 6, 2026 | Spiegel Noel Joseph | Director | Sell (S) | 3K | $50K |
| Jan 22, 2026 | SCHOTTENSTEIN JAY L | Exec Chairman & CEO, Director | Sell (S) | 21K | $557K |
| Jan 21, 2026 | SCHOTTENSTEIN JAY L | Exec Chairman & CEO, Director | Sell (S) | 527K | $13.6M |
| Jan 21, 2026 | Spiegel Noel Joseph | Director | Sell (S) | 2K | $49K |
| Jan 20, 2026 | SCHOTTENSTEIN JAY L | Exec Chairman & CEO, Director | Sell (S) | 500K | $12.6M |
| Jan 14, 2026 | MCMILLAN CARY D | Director | Sell (S) | 2K | $44K |
| Jan 14, 2026 | MCMILLAN CARY D | Director | Sell (S) | 200 | $5K |
| Dec 9, 2025 | Keefer James H JR | SVP, Controller & CAO | Sell (S) | 6K | $135K |
| Dec 8, 2025 | Baldwin Marisa | EVP - CHRO | Sell (S) | 61K | $1.4M |
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/AEO/capital-change-brief"
Use Arkolith's capital_change_brief for AEO. 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 AEO. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.