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/AESI/capital-change-brief"
Use Arkolith's capital_change_brief for AESI. 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. | $150.8M | 11.5M | ▼−13% Reduced · −1.7M sh | Q1 2026 | |
| 2 | Encompass Capital Advisors LLC | $119.9M | 9.1M | ▲New +9.1M sh | Q1 2026 | |
| 3 | VANGUARD PORTFOLIO MANAGEMENT LLC | $63.6M | 4.8M | ▲New +4.8M sh | Q1 2026 | |
| 4 | COOPERMAN LEON G | $53.6M | 4.1M | ▼−19% Reduced · −970K sh | Q1 2026 | |
| 5 | VANGUARD CAPITAL MANAGEMENT LLC | $46.3M | 3.5M | ▲New +3.5M sh | Q1 2026 | |
| 6 | STATE STREET CORP | $44.1M | 3.4M | ▲+3.6% Added · +116K sh | Q1 2026 | |
| 7 | BARROW HANLEY MEWHINNEY & STRAUSS LLC | $41.3M | 3.1M | ▼−6.0% Reduced · −200K sh | Q1 2026 | |
| 8 | JANUS HENDERSON GROUP PLC | $33.6M | 2.6M | ▼−1.1% Reduced · −28K sh | Q1 2026 | |
| 9 | COOKE & BIELER LP | $33.0M | 2.5M | ▼−40% Reduced · −1.7M sh | Q1 2026 | |
| 10 | MILLENNIUM MANAGEMENT LLC | $32.3M | 2.5M | ▲+31% Added · +581K sh | Q1 2026 | |
| 11 | UBS Group AG | $31.0M | 2.4M | ▲+8.7% Added · +189K sh | Q1 2026 | |
| 12 | GEODE CAPITAL MANAGEMENT, LLC | $24.5M | 1.9M | ▲+2.0% Added · +36K sh | Q1 2026 | |
| 13 | Pine Ridge Advisers LLC | $24.2M | 1.8M | —Held | Q1 2026 | |
| 14 | WASATCH ADVISORS LP | $30.5M | 1.8M | ▲New +1.8M sh | Q2 2026 | |
| 15 | GOLDMAN SACHS GROUP INC | $23.7M | 1.8M | ▲+51% Added · +610K sh | Q1 2026 | |
| 16 | DIMENSIONAL FUND ADVISORS LP | $19.7M | 1.5M | ▲+13% Added · +168K sh | Q1 2026 | |
| 17 | FRANKLIN RESOURCES INC | $18.4M | 1.4M | ▲+58% Added · +517K sh | Q1 2026 | |
| 18 | AMERIPRISE FINANCIAL INC | $17.8M | 1.4M | ▲+18% Added · +209K sh | Q1 2026 | |
| 19 | Venturi Wealth Management, LLC | $14.3M | 1.1M | —Held | Q1 2026 | |
| 20 | CenterBook Partners LP | $12.1M | 925K | ▲+203% Added · +620K sh | Q1 2026 | |
| 21 | MORGAN STANLEY | $11.9M | 904K | ▲+13% Added · +101K sh | Q1 2026 | |
| 22 | KENNEDY CAPITAL MANAGEMENT LLC | $10.8M | 820K | ▼−35% Reduced · −435K sh | Q1 2026 | |
| 23 | NORTHERN TRUST CORP | $10.1M | 773K | ▲+3.9% Added · +29K sh | Q1 2026 | |
| 24 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $9.5M | 722K | ▲+4.8% Added · +33K sh | Q1 2026 | |
| 25 | SILVERCREST ASSET MANAGEMENT GROUP LLC | $9.4M | 713K | ▼−9.6% Reduced · −76K 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 2, 2026 | Hock Stacy | 10% Owner | Gift (G) | 91K | $0 |
| Jun 2, 2026 | Ginn Kirk Edwards | 10% Owner | Tax withholding (F) | 1K | $19K |
| May 18, 2026 | McCarthy Benjamin Blake | Chief Financial Officer | Tax withholding (F) | 5K | $89K |
| Mar 23, 2026 | Voelter Dathan C | General Counsel and Secretary, 10% Owner | Tax withholding (F) | 2K | $30K |
| Mar 23, 2026 | Turner John Gregory | CEO and President, Director, 10% Owner | Tax withholding (F) | 11K | $152K |
| Mar 18, 2026 | Rogers Douglas G | Director | Other (J) | 13K | $0 |
| Mar 16, 2026 | Ginn Kirk Edwards | 10% Owner | Tax withholding (F) | 3K | $41K |
| Mar 16, 2026 | Voelter Dathan C | General Counsel and Secretary, 10% Owner | Tax withholding (F) | 5K | $66K |
| Mar 16, 2026 | Turner John Gregory | CEO and President, Director, 10% Owner | Tax withholding (F) | 16K | $219K |
| Mar 16, 2026 | McCarthy Benjamin Blake | Chief Financial Officer | Tax withholding (F) | 4K | $58K |
| Mar 13, 2026 | Rogers Douglas G | Director | Option exercise (M) | 13K | $0 |
| Mar 13, 2026 | Rogers Douglas G | Director | Option exercise (M) | 13K | $0 |
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 72 funds | $23.9B |
| META PLATFORMS INC-CLASS AMETA | 72 funds | $11.1B |
| NVIDIA CORPNVDA | 71 funds | $35.1B |
| ALPHABET INC-CL AGOOGL | 71 funds | $16.6B |
| BROADCOM INCAVGO | 71 funds | $12.7B |
| TESLA INCTSLA | 71 funds | $8.1B |
| APPLE INCAAPL | 70 funds | $27.8B |
| ELI LILLY & COLLY | 70 funds | $6.7B |
| VISA INC-CLASS A SHARESV | 70 funds | $5.5B |
| NETFLIX INCNFLX | 70 funds | $3.3B |
| CATERPILLAR INCCAT | 70 funds | $2.8B |
| LAM RESEARCH CORPLRCX | 70 funds | $2.7B |
Ranked by how many of AESI'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 AESI. 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.