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/AIZ/capital-change-brief"
Use Arkolith's capital_change_brief for AIZ. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Bank of New York Mellon Corp | $1.0B | 4.8M | ▼−4.4% Reduced · −223K sh | Q1 2026 | |
| 2 | BlackRock, Inc. | $859.5M | 3.9M | ▼−0.7% Reduced · −30K sh | Q1 2026 | |
| 3 | T. Rowe Price Investment Management, Inc. | Withheld | 3.3M | ▼−9.7% Reduced · −350K sh | Q1 2026 | |
| 4 | VANGUARD CAPITAL MANAGEMENT LLC | $706.5M | 3.2M | ▲New +3.2M sh | Q1 2026 | |
| 5 | VANGUARD PORTFOLIO MANAGEMENT LLC | $655.2M | 3.0M | ▲New +3.0M sh | Q1 2026 | |
| 6 | STATE STREET CORP | $551.4M | 2.5M | ▼−1.6% Reduced · −40K sh | Q1 2026 | |
| 7 | GEODE CAPITAL MANAGEMENT, LLC | $305.9M | 1.4M | ▲+2.5% Added · +34K sh | Q1 2026 | |
| 8 | PRICE T ROWE ASSOCIATES INC /MD/ | $249.7M | 1.1M | ▲+7.8% Added · +83K sh | Q1 2026 | |
| 9 | DIMENSIONAL FUND ADVISORS LP | $245.1M | 1.1M | ▲+22% Added · +206K sh | Q1 2026 | |
| 10 | MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | $200.9M | 922K | ▼−3.5% Reduced · −33K sh | Q1 2026 | |
| 11 | VOYA INVESTMENT MANAGEMENT LLC | $181.2M | 834K | ▲+47% Added · +266K sh | Q1 2026 | |
| 12 | FMR LLC | $163.4M | 750K | ▼−43% Reduced · −573K sh | Q1 2026 | |
| 13 | FULLER & THALER ASSET MANAGEMENT, INC. | $151.9M | 698K | ▼~0% Reduced · −20 sh | Q1 2026 | |
| 14 | NORGES BANK | $161.6M | 671K | ▲+0.9% Added · +6K sh | Q4 2025 | |
| 15 | NORDEA INVESTMENT MANAGEMENT AB | $142.0M | 662K | ▲+13% Added · +77K sh | Q1 2026 | |
| 16 | MORGAN STANLEY | $143.1M | 657K | ▲+2.6% Added · +17K sh | Q1 2026 | |
| 17 | FIRST TRUST ADVISORS LP | $137.9M | 633K | ▲+9.2% Added · +53K sh | Q1 2026 | |
| 18 | NORTHERN TRUST CORP | $111.7M | 513K | ▼−18% Reduced · −111K sh | Q1 2026 | |
| 19 | SCHRODER INVESTMENT MANAGEMENT GROUP | $108.8M | 500K | ▲+13% Added · +56K sh | Q1 2026 | |
| 20 | Qube Research & Technologies Ltd | $106.0M | 487K | ▲+19% Added · +77K sh | Q1 2026 | |
| 21 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $101.6M | 467K | ▲+2.9% Added · +13K sh | Q1 2026 | |
| 22 | FIL Ltd | $99.4M | 456K | ▼−8.6% Reduced · −43K sh | Q1 2026 | |
| 23 | FIRST MANHATTAN CO. LLC. | $89.0M | 409K | ▼−1.4% Reduced · −6K sh | Q1 2026 | |
| 24 | BANK OF AMERICA CORP /DE/ | $78.7M | 361K | ▲+1.3% Added · +4K sh | Q1 2026 | |
| 25 | Woodline Partners LP | $77.7M | 357K | ▲+254% Added · +256K 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 22, 2026 | Lonergan Robert | EVP, CSTO | Sell (S) | 7K | $1.8M |
| May 26, 2026 | DiRienzo Dimitry | SVP, CAO, Controller | Sell (S) | 2K | $511K |
| May 22, 2026 | Blake Lynn S. | Director | Grant (A) | 668 | $0 |
| May 22, 2026 | Basu Rajiv | Director | Grant (A) | 668 | $0 |
| May 22, 2026 | Carter J Braxton II | Director | Grant (A) | 668 | $0 |
| May 22, 2026 | WARREN KEVIN M | Director | Grant (A) | 668 | $0 |
| May 22, 2026 | ROSEN ELAINE | Director | Grant (A) | 668 | $0 |
| May 22, 2026 | Reilly Paul J | Director | Grant (A) | 668 | $0 |
| May 22, 2026 | Redzic Ognjen | Director | Grant (A) | 668 | $0 |
| May 22, 2026 | Granat Sari Beth | Director | Grant (A) | 668 | $0 |
| May 22, 2026 | EDELMAN HARRIET | Director | Grant (A) | 668 | $0 |
| May 15, 2026 | MEIER KEITH | EVP, Chief Financial Officer | Sell (S) | 25K | $6.4M |
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 195 funds | $249.4B |
| JPMORGAN CHASE & COJPM | 194 funds | $63.0B |
| APPLE INCAAPL | 193 funds | $263.6B |
| ALPHABET INC-CL AGOOGL | 191 funds | $153.2B |
| AMAZON.COM INCAMZN | 190 funds | $186.3B |
| ELI LILLY & COLLY | 190 funds | $64.6B |
| META PLATFORMS INC-CLASS AMETA | 189 funds | $99.0B |
| VISA INC-CLASS A SHARESV | 188 funds | $52.0B |
| MASTERCARD INC - AMA | 187 funds | $50.0B |
| NVIDIA CORPNVDA | 186 funds | $345.3B |
| BROADCOM INCAVGO | 186 funds | $136.8B |
| LAM RESEARCH CORPLRCX | 185 funds | $34.4B |
Ranked by how many of AIZ'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 AIZ. 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.