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/ALCO/capital-change-brief"
Use Arkolith's capital_change_brief for ALCO. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | GATE CITY CAPITAL MANAGEMENT, LLC | $53.0M | 1.3M | ▼−1.1% Reduced · −14K sh | Q1 2026 | |
| 2 | BlackRock, Inc. | $17.3M | 419K | ▲+5.7% Added · +22K sh | Q1 2026 | |
| 3 | DIMENSIONAL FUND ADVISORS LP | $11.8M | 287K | ▼−10% Reduced · −33K sh | Q1 2026 | |
| 4 | VANGUARD CAPITAL MANAGEMENT LLC | $9.7M | 235K | ▲New +235K sh | Q1 2026 | |
| 5 | MORGAN STANLEY | $6.0M | 146K | ▲+2.0% Added · +3K sh | Q1 2026 | |
| 6 | GEODE CAPITAL MANAGEMENT, LLC | $6.0M | 145K | ▲+4.7% Added · +6K sh | Q1 2026 | |
| 7 | STATE STREET CORP | $5.6M | 136K | ▲+2.5% Added · +3K sh | Q1 2026 | |
| 8 | NORTHERN TRUST CORP | $2.4M | 58K | ▲+1.2% Added · +700 sh | Q1 2026 | |
| 9 | Bank of New York Mellon Corp | $2.2M | 53K | ▼−2.8% Reduced · −2K sh | Q1 2026 | |
| 10 | VANGUARD FIDUCIARY TRUST CO | $1.6M | 38K | ▲New +38K sh | Q1 2026 | |
| 11 | GOLDMAN SACHS GROUP INC | $1.4M | 35K | ▲+27% Added · +7K sh | Q1 2026 | |
| 12 | VANGUARD PORTFOLIO MANAGEMENT LLC | $1.3M | 33K | ▲New +33K sh | Q1 2026 | |
| 13 | UBS Group AG | $988K | 24K | ▼−1.3% Reduced · −306 sh | Q1 2026 | |
| 14 | Ellsworth Advisors, LLC | $964K | 24K | ▲+1.1% Added · +267 sh | Q2 2026 | |
| 15 | Allen Investment Management, LLC | $871K | 21K | —Held | Q1 2026 | |
| 16 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $708K | 17K | ▼−1.4% Reduced · −247 sh | Q1 2026 | |
| 17 | Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P | $662K | 16K | —Held | Q1 2026 | |
| 18 | Russell Investments Group, Ltd. | $662K | 16K | ▲+1.0% Added · +154 sh | Q1 2026 | |
| 19 | Marquette Asset Management, LLC | $652K | 16K | ▲New +16K sh | Q2 2026 | |
| 20 | AQR CAPITAL MANAGEMENT LLC | $596K | 14K | ▲+16% Added · +2K sh | Q1 2026 | |
| 21 | AMERICAN CENTURY COMPANIES INC | $567K | 14K | ▼−0.6% Reduced · −81 sh | Q1 2026 | |
| 22 | D. E. Shaw & Co., Inc. | $561K | 14K | ▼−4.6% Reduced · −653 sh | Q1 2026 | |
| 23 | BANK OF AMERICA CORP /DE/ | $561K | 14K | ▼−9.9% Reduced · −1K sh | Q1 2026 | |
| 24 | CARY STREET PARTNERS FINANCIAL LLC | $557K | 13K | ▲+2.6% Added · +344 sh | Q1 2026 | |
| 25 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | $554K | 13K | ▼−37% Reduced · −8K 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 14, 2026 | Kiernan John E | President and CEO, Director | Grant (A) | 160K | $0 |
| Jul 1, 2026 | SPERON ERIC H. | Director | Grant (A) | 453 | $0 |
| Jul 1, 2026 | Putnam Adam | Director | Grant (A) | 785 | $0 |
| Jul 1, 2026 | English Katherine | Director | Grant (A) | 483 | $0 |
| Jul 1, 2026 | Purse Toby K | Director | Grant (A) | 513 | $0 |
| Apr 1, 2026 | Purse Toby K | Director | Grant (A) | 516 | $21K |
| Apr 1, 2026 | SPERON ERIC H. | Director | Grant (A) | 607 | $25K |
| Apr 1, 2026 | English Katherine | Director | Grant (A) | 486 | $20K |
| Apr 1, 2026 | Putnam Adam | Director | Grant (A) | 789 | $33K |
| Jan 2, 2026 | KRUSEN W ANDREW JR | Director | Grant (A) | 344 | $0 |
| Jan 2, 2026 | Fishman Benjamin D | Director | Grant (A) | 344 | $0 |
| Jan 2, 2026 | Purse Toby K | Director | Grant (A) | 585 | $0 |
| Company | Co-held by | Combined value |
|---|---|---|
| NVIDIA CORPNVDA | 22 funds | $8.9B |
| APPLE INCAAPL | 22 funds | $6.6B |
| MICROSOFT CORPMSFT | 22 funds | $5.2B |
| AMAZON.COM INCAMZN | 22 funds | $4.8B |
| ALPHABET INC-CL AGOOGL | 22 funds | $3.2B |
| BROADCOM INCAVGO | 22 funds | $3.0B |
| META PLATFORMS INC-CLASS AMETA | 22 funds | $2.9B |
| ALPHABET INC-CL CGOOG | 22 funds | $2.7B |
| TESLA INCTSLA | 22 funds | $2.1B |
| JPMORGAN CHASE & COJPM | 22 funds | $2.0B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 22 funds | $1.7B |
| JOHNSON & JOHNSONJNJ | 22 funds | $1.5B |
Ranked by how many of ALCO'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 ALCO. 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.