| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | $109.4M | 737K | ▲+3.3% Added · +24K sh | Q1 2026 | |
| 2 | VANGUARD CAPITAL MANAGEMENT LLC | $58.9M | 397K | ▲New +397K sh | Q1 2026 | |
| 3 | DIMENSIONAL FUND ADVISORS LP | $58.6M | 395K | ▲+6.2% Added · +23K sh | Q1 2026 | |
| 4 | PRINCIPAL FINANCIAL GROUP INC | $52.1M | 351K | ▲+13% Added · +40K sh | Q1 2026 | |
| 5 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $48.0M | 324K | ▲+200% Added · +216K sh | Q1 2026 | |
| 6 | AMERICAN CENTURY COMPANIES INC | $48.0M | 323K | ▲+7.7% Added · +23K sh | Q1 2026 | |
| 7 | Boston Partners | $41.3M | 278K | ▼−20% Reduced · −68K sh | Q1 2026 | |
| 8 | Copeland Capital Management, LLC | $35.1M | 237K | ▼−1.8% Reduced · −4K sh | Q1 2026 | |
| 9 | GEODE CAPITAL MANAGEMENT, LLC | $34.1M | 230K | ▲+3.8% Added · +8K sh | Q1 2026 | |
| 10 | LOOMIS SAYLES & CO L P | $32.4M | 219K | ▼−3.0% Reduced · −7K sh | Q1 2026 | |
| 11 | RAYMOND JAMES FINANCIAL INC | $31.5M | 215K | ▼−4.0% Reduced · −9K sh | Q1 2026 | |
| 12 | STATE STREET CORP | $31.7M | 214K | ▲+2.0% Added · +4K sh | Q1 2026 | |
| 13 | RICE HALL JAMES & ASSOCIATES, LLC | $17.0M | 115K | ▲+2.0% Added · +2K sh | Q1 2026 | |
| 14 | NORTHERN TRUST CORP | $16.7M | 113K | ▼−3.1% Reduced · −4K sh | Q1 2026 | |
| 15 | Empowered Funds, LLC | $14.3M | 96K | ▲New +96K sh | Q1 2026 | |
| 16 | GOLDMAN SACHS GROUP INC | $12.9M | 87K | ▼−0.6% Reduced · −551 sh | Q1 2026 | |
| 17 | ENVESTNET ASSET MANAGEMENT INC | $11.2M | 76K | ▲+16% Added · +11K sh | Q1 2026 | |
| 18 | VANGUARD PORTFOLIO MANAGEMENT LLC | $11.0M | 74K | ▲New +74K sh | Q1 2026 | |
| 19 | WELLS FARGO & COMPANY/MN | $10.2M | 69K | ▲+2.1% Added · +1K sh | Q1 2026 | |
| 20 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | $10.1M | 68K | ▼−4.1% Reduced · −3K sh | Q1 2026 | |
| 21 | Qube Research & Technologies Ltd | $10.0M | 68K | ▲+42% Added · +20K sh | Q1 2026 | |
| 22 | MARSHALL WACE, LLP | $9.6M | 65K | ▲+42% Added · +19K sh | Q1 2026 | |
| 23 | UBS Group AG | $9.6M | 65K | ▲+40% Added · +19K sh | Q1 2026 | |
| 24 | VANGUARD FIDUCIARY TRUST CO | $9.2M | 62K | ▲New +62K sh | Q1 2026 | |
| 25 | Bank of New York Mellon Corp | $9.0M | 60K | ▲+0.8% Added · +478 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 | 63 funds | $22.0B |
| ELI LILLY & COLLY | 63 funds | $6.1B |
| BROADCOM INCAVGO | 62 funds | $11.9B |
| COSTCO WHOLESALE CORPCOST | 62 funds | $4.6B |
| APPLE INCAAPL | 61 funds | $27.2B |
| VISA INC-CLASS A SHARESV | 61 funds | $4.6B |
| UNITEDHEALTH GROUP INCUNH | 61 funds | $2.2B |
| BOOKING HOLDINGS INCBKNG | 61 funds | $2.1B |
| TJX COMPANIES INCTJX | 61 funds | $2.1B |
| GENERAL MOTORS COGM | 61 funds | $1.1B |
| NVIDIA CORPNVDA | 60 funds | $31.8B |
| META PLATFORMS INC-CLASS AMETA | 60 funds | $10.0B |
Ranked by how many of AGM's institutional holders also hold each name, a cross-fund conviction signal.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Jun 30, 2026 | McKissack Eric T | Director | Grant (A) | 21 | $4K |
| Jun 30, 2026 | Ware Todd P | Director | Grant (A) | 21 | $4K |
| Jun 30, 2026 | Logan Lyle | Director | Grant (A) | 46 | $9K |
| Jun 30, 2026 | Gales Amy H | Director | Grant (A) | 101 | $20K |
| Jun 30, 2026 | Engebretsen James R | Director | Grant (A) | 86 | $17K |
| Jun 30, 2026 | JUNKINS LOWELL | Director | Grant (A) | 7 | $1K |
| Jun 30, 2026 | Sexton Robert G | Director | Grant (A) | 42 | $8K |
| May 14, 2026 | Logan Lyle | Director | Grant (A) | 386 | $0 |
| May 14, 2026 | Crawford Dale E | Director | Grant (A) | 386 | $0 |
| Mar 31, 2026 | Plagge Jeffrey L. | Director | Grant (A) | 56 | $8K |
| Mar 31, 2026 | McKissack Eric T | Director | Grant (A) | 14 | $2K |
| Mar 31, 2026 | JUNKINS LOWELL | Director | Grant (A) | 9 | $1K |
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/AGM/capital-change-brief"
Use Arkolith's capital_change_brief for AGM. 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 AGM. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.