95 tracked 13F filers disclose a position in AII as of the latest SEC 13F filings, a combined $191.0M in reported value. 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.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Boston Partners | $28.4M | 1.5M | ▲+24% Added · +283K sh | Q1 2026 | |
| 2 | WASATCH ADVISORS LP | $23.7M | 1.3M | ▲+5.7% Added · +68K sh | Q2 2026 | |
| 3 | BlackRock, Inc. | $14.5M | 750K | ▲+39% Added · +211K sh | Q1 2026 | |
| 4 | Pacific Ridge Capital Partners, LLC | $10.9M | 579K | ▲+49% Added · +190K sh | Q2 2026 | |
| 5 | Freestone Grove Partners LP | $10.8M | 559K | ▲+1.6% Added · +9K sh | Q1 2026 | |
| 6 | MANUFACTURERS LIFE INSURANCE COMPANY, THE | $9.2M | 478K | ▲+0.2% Added · +859 sh | Q1 2026 | |
| 7 | VANGUARD CAPITAL MANAGEMENT LLC | $8.8M | 455K | →First observed position No prior filed position | Q1 2026 | |
| 8 | Russell Investments Group, Ltd. | $7.1M | 369K | ▲+20% Added · +61K sh | Q1 2026 | |
| 9 | TWO SIGMA INVESTMENTS, LP | $6.5M | 339K | ▲+56% Added · +122K sh | Q1 2026 | |
| 10 | GEODE CAPITAL MANAGEMENT, LLC | $5.5M | 294K | ▲+11% Added · +28K sh | Q2 2026 | |
| 11 | BANK OF AMERICA CORP /DE/ | $5.7M | 293K | ▲+0.8% Added · +2K sh | Q1 2026 | |
| 12 | STATE STREET CORP | $4.1M | 216K | ▲+16% Added · +30K sh | Q2 2026 | |
| 13 | CITADEL ADVISORS LLC | $3.8M | 198K | ▼−40% Reduced · −132K sh | Q1 2026 | |
| 14 | AMERICAN CENTURY COMPANIES INC | $3.8M | 197K | ▲+102% Added · +99K sh | Q1 2026 | |
| 15 | MILLENNIUM MANAGEMENT LLC | $3.5M | 181K | ▼−38% Reduced · −113K sh | Q1 2026 | |
| 16 | ALGERT GLOBAL LLC | $2.9M | 155K | ▲New +155K sh | Q2 2026 | |
| 17 | RENAISSANCE TECHNOLOGIES LLC | $2.6M | 137K | ▼−26% Reduced · −49K sh | Q1 2026 | |
| 18 | Interval Partners, LP | $2.3M | 117K | ▼−29% Reduced · −47K sh | Q1 2026 | |
| 19 | DONALD SMITH & CO., INC. | $2.2M | 116K | ▲New +116K sh | Q2 2026 | |
| 20 | VANGUARD PORTFOLIO MANAGEMENT LLC | $2.1M | 108K | →First observed position No prior filed position | Q1 2026 | |
| 21 | Alyeska Investment Group, L.P. | $2.0M | 103K | ▼−68% Reduced · −224K sh | Q1 2026 | |
| 22 | JACOBS LEVY EQUITY MANAGEMENT, INC | $2.0M | 102K | ▲+0.9% Added · +883 sh | Q1 2026 | |
| 23 | MORGAN STANLEY | $1.9M | 97K | ▲+2.9% Added · +3K sh | Q1 2026 | |
| 24 | JPMORGAN CHASE & CO | $1.5M | 80K | ▲+19% Added · +13K sh | Q1 2026 | |
| 25 | NORTHERN TRUST CORP | $1.5M | 79K | ▲+53% Added · +27K 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.
Last quarter, 12 funds opened a new position in AII and 21 added to an existing one, while 16 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 46 funds | $68.9B |
| AMAZON.COM INCAMZN | 45 funds | $55.2B |
| BROADCOM INCAVGO | 45 funds | $41.0B |
| META PLATFORMS INC-CLASS AMETA | 45 funds | $29.2B |
| MICRON TECHNOLOGY INCMU | 45 funds | $16.3B |
| CITIGROUP INCC | 45 funds | $7.9B |
| COSTCO WHOLESALE CORPCOST | 44 funds | $13.5B |
| CHEVRON CORPCVX | 44 funds | $8.9B |
| NVIDIA CORPNVDA | 43 funds | $109.8B |
| JPMORGAN CHASE & COJPM | 43 funds | $20.2B |
| CENTENE CORPCNC | 43 funds | $1.6B |
| APPLE INCAAPL | 42 funds | $83.6B |
Ranked by how many of AII's institutional holders also hold each name, a cross-fund conviction signal.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Aug 25, 2026 | Ritchie Robert C | Chief Executive Officer, Director, 10% Owner | Sell (S) | 65K | $1.7M |
| Aug 24, 2026 | Ritchie Robert C | Chief Executive Officer, Director, 10% Owner | Sell (S) | 45K | $1.2M |
| Aug 21, 2026 | Ritchie Robert C | Chief Executive Officer, Director, 10% Owner | Sell (S) | 150 | $4K |
| Aug 21, 2026 | Ritchie Robert C | Chief Executive Officer, Director, 10% Owner | Sell (S) | 24K | $628K |
| Aug 20, 2026 | Ritchie Robert C | Chief Executive Officer, Director, 10% Owner | Sell (S) | 35K | $878K |
| Aug 19, 2026 | Ritchie Robert C | Chief Executive Officer, Director, 10% Owner | Sell (S) | 6K | $151K |
| Aug 18, 2026 | Ritchie Robert C | Chief Executive Officer, Director, 10% Owner | Sell (S) | 12K | $304K |
| Aug 17, 2026 | Ritchie Robert C | Chief Executive Officer, Director, 10% Owner | Sell (S) | 55K | $1.4M |
| Aug 14, 2026 | Ritchie Robert C | Chief Executive Officer, Director, 10% Owner | Sell (S) | 20K | $492K |
| Aug 13, 2026 | Ritchie Robert C | Chief Executive Officer, Director, 10% Owner | Sell (S) | 50K | $1.2M |
| Aug 12, 2026 | Ritchie Robert C | Chief Executive Officer, Director, 10% Owner | Sell (S) | 38K | $881K |
| Aug 12, 2026 | Ritchie Robert C | Chief Executive Officer, Director, 10% Owner | Sell (S) | 99 | $2K |
Connected entities for AII
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/AII/capital-change-brief"
Use Arkolith's capital_change_brief for AII. 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 AII. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.