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/AHRT/capital-change-brief"
Use Arkolith's capital_change_brief for AHRT. 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. | $37.7M | 6.8M | ▼−47% Reduced · −6.0M sh | Q1 2026 | |
| 2 | VANGUARD PORTFOLIO MANAGEMENT LLC | $22.2M | 4.0M | ▲New +4.0M sh | Q1 2026 | |
| 3 | VANGUARD CAPITAL MANAGEMENT LLC | $19.2M | 3.5M | ▲New +3.5M sh | Q1 2026 | |
| 4 | Irenic Capital Management LP | $19.2M | 3.5M | ▲New +3.5M sh | Q1 2026 | |
| 5 | MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $16.5M | 3.0M | ▲+0.2% Added · +7K sh | Q1 2026 | |
| 6 | FRANKLIN RESOURCES INC | $12.0M | 2.2M | ▼−2.4% Reduced · −53K sh | Q1 2026 | |
| 7 | GEODE CAPITAL MANAGEMENT, LLC | $11.6M | 2.1M | ▼−2.2% Reduced · −48K sh | Q1 2026 | |
| 8 | STATE STREET CORP | $11.8M | 2.1M | ▼−35% Reduced · −1.1M sh | Q1 2026 | |
| 9 | JANE STREET GROUP, LLC | $7.4M | 1.3M | ▲+598% Added · +1.2M sh | Q1 2026 | |
| 10 | AMERIPRISE FINANCIAL INC | $7.3M | 1.3M | ▲+1.8% Added · +23K sh | Q1 2026 | |
| 11 | Qube Research & Technologies Ltd | $7.0M | 1.3M | ▲+892% Added · +1.1M sh | Q1 2026 | |
| 12 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $6.5M | 1.2M | ▼−11% Reduced · −144K sh | Q1 2026 | |
| 13 | BROWN ADVISORY INC | $6.2M | 1.1M | ▼~0% Reduced · −159 sh | Q1 2026 | |
| 14 | Berman McAleer LLC | $7.2M | 1.0M | —Held | Q2 2026 | |
| 15 | TCW GROUP INC | $5.6M | 1.0M | ▲New +1.0M sh | Q1 2026 | |
| 16 | Aristotle Capital Boston, LLC | $4.5M | 825K | ▼−16% Reduced · −154K sh | Q1 2026 | |
| 17 | NORTHERN TRUST CORP | $4.5M | 822K | ▼−6.4% Reduced · −56K sh | Q1 2026 | |
| 18 | MILLENNIUM MANAGEMENT LLC | $4.1M | 737K | ▲11× Added · +670K sh | Q1 2026 | |
| 19 | TWO SIGMA INVESTMENTS, LP | $3.7M | 672K | ▲+10% Added · +61K sh | Q1 2026 | |
| 20 | ALLIANCEBERNSTEIN L.P. | $4.2M | 638K | ▲+818% Added · +568K sh | Q1 2026 | |
| 21 | Clearstead Advisors, LLC | $3.3M | 594K | ▼−8.3% Reduced · −54K sh | Q1 2026 | |
| 22 | Nuveen, LLC | $3.1M | 556K | ▲+0.1% Added · +723 sh | Q1 2026 | |
| 23 | VANGUARD FIDUCIARY TRUST CO | $2.9M | 532K | ▲New +532K sh | Q1 2026 | |
| 24 | MORGAN STANLEY | $2.7M | 488K | ▼−45% Reduced · −398K sh | Q1 2026 | |
| 25 | State of New Jersey Common Pension Fund D | $2.6M | 464K | ▲+3.3% Added · +15K 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 |
|---|---|---|---|---|---|
| Jul 2, 2026 | Wimbush Frederick Blair | Director | Buy (P) | 529 | $4K |
| Jul 1, 2026 | Hoffler Daniel A | Director | Option exercise (X) | 5K | $0 |
| Jul 1, 2026 | Hoffler Daniel A | Director | Option exercise (X) | 5K | $0 |
| Jul 1, 2026 | Cherry James C. | Director | Option exercise (X) | 5K | $0 |
| Jul 1, 2026 | Cherry James C. | Director | Option exercise (X) | 5K | $0 |
| Jul 1, 2026 | Wimbush Frederick Blair | Director | Buy (P) | 358 | $3K |
| Jul 1, 2026 | Wimbush Frederick Blair | Director | Option exercise (X) | 5K | $0 |
| Jul 1, 2026 | Wimbush Frederick Blair | Director | Option exercise (X) | 5K | $0 |
| Jul 1, 2026 | Carroll James A | Director | Option exercise (X) | 5K | $0 |
| Jul 1, 2026 | Carroll James A | Director | Option exercise (X) | 5K | $0 |
| Jun 17, 2026 | Wimbush Frederick Blair | Director | Grant (A) | 12K | $0 |
| Jun 17, 2026 | Hoffler Daniel A | Director | Grant (A) | 12K | $0 |
| Company | Co-held by | Combined value |
|---|---|---|
| NVIDIA CORPNVDA | 66 funds | $47.6B |
| WALT DISNEY CO/THEDIS | 66 funds | $2.0B |
| MICROSOFT CORPMSFT | 65 funds | $33.1B |
| BROADCOM INCAVGO | 65 funds | $17.4B |
| ELI LILLY & COLLY | 65 funds | $8.3B |
| MICRON TECHNOLOGY INCMU | 65 funds | $6.2B |
| WALMART INCWMT | 65 funds | $5.7B |
| NETFLIX INCNFLX | 65 funds | $5.0B |
| ABBVIE INCABBV | 65 funds | $4.7B |
| LAM RESEARCH CORPLRCX | 65 funds | $3.6B |
| HONEYWELL INTERNATIONAL INCHON | 65 funds | $1.8B |
| BLACKSTONE INCBX | 65 funds | $961.0M |
Ranked by how many of AHRT'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 AHRT. 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.