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/ALL/capital-change-brief"
Use Arkolith's capital_change_brief for ALL. 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. | $4.5B | 21.9M | ▼−2.6% Reduced · −580K sh | Q1 2026 | |
| 2 | VANGUARD CAPITAL MANAGEMENT LLC | $3.5B | 16.9M | ▲New +16.9M sh | Q1 2026 | |
| 3 | VANGUARD PORTFOLIO MANAGEMENT LLC | $2.8B | 13.6M | ▲New +13.6M sh | Q1 2026 | |
| 4 | STATE STREET CORP | $2.6B | 12.3M | ▼−0.3% Reduced · −38K sh | Q1 2026 | |
| 5 | PRICE T ROWE ASSOCIATES INC /MD/ | $2.2B | 10.8M | ▼−7.5% Reduced · −873K sh | Q1 2026 | |
| 6 | FRANKLIN RESOURCES INC | $1.7B | 8.0M | ▲+60% Added · +3.0M sh | Q1 2026 | |
| 7 | BANK OF AMERICA CORP /DE/ | $1.6B | 7.9M | ▲+8.1% Added · +596K sh | Q1 2026 | |
| 8 | GEODE CAPITAL MANAGEMENT, LLC | $1.5B | 7.3M | ▲+4.5% Added · +316K sh | Q1 2026 | |
| 9 | MORGAN STANLEY | $774.9M | 3.7M | ▼−5.3% Reduced · −209K sh | Q1 2026 | |
| 10 | NORTHERN TRUST CORP | $650.7M | 3.1M | ▲+0.3% Added · +10K sh | Q1 2026 | |
| 11 | RAYMOND JAMES FINANCIAL INC | $612.1M | 3.0M | ▲+7.6% Added · +208K sh | Q1 2026 | |
| 12 | DEUTSCHE BANK AG\ | $606.2M | 2.9M | ▼−0.5% Reduced · −14K sh | Q1 2026 | |
| 13 | GOLDMAN SACHS GROUP INC | $585.9M | 2.8M | ▲+38% Added · +779K sh | Q1 2026 | |
| 14 | DIMENSIONAL FUND ADVISORS LP | $581.5M | 2.8M | ▲+5.8% Added · +154K sh | Q1 2026 | |
| 15 | NORGES BANK | $531.3M | 2.6M | ▲+6.4% Added · +154K sh | Q4 2025 | |
| 16 | Boston Partners | $505.8M | 2.4M | ▼−0.5% Reduced · −12K sh | Q1 2026 | |
| 17 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME | $465.8M | 2.2M | ▼−3.8% Reduced · −89K sh | Q1 2026 | |
| 18 | FIRST TRUST ADVISORS LP | $463.0M | 2.2M | ▲+31% Added · +523K sh | Q1 2026 | |
| 19 | AMERIPRISE FINANCIAL INC | $432.0M | 2.1M | ▲+0.6% Added · +11K sh | Q1 2026 | |
| 20 | Legal & General Group Plc | $416.9M | 2.0M | ▲+0.8% Added · +16K sh | Q1 2026 | |
| 21 | Bank of New York Mellon Corp | $383.0M | 1.8M | ▼−0.6% Reduced · −11K sh | Q1 2026 | |
| 22 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $381.9M | 1.8M | ▲+1.8% Added · +33K sh | Q1 2026 | |
| 23 | AMERICAN CENTURY COMPANIES INC | $311.9M | 1.5M | ▲+18% Added · +233K sh | Q1 2026 | |
| 24 | Nuveen, LLC | $309.8M | 1.5M | ▼−11% Reduced · −181K sh | Q1 2026 | |
| 25 | VANGUARD FIDUCIARY TRUST CO | $303.3M | 1.5M | ▲New +1.5M 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 1, 2026 | Perold Jacques P | Director | Grant (A) | 174 | $42K |
| Jul 1, 2026 | TRAQUINA PERRY M | Director | Grant (A) | 169 | $41K |
| Jul 1, 2026 | KEANE MARGARET M | Director | Grant (A) | 138 | $34K |
| Jun 30, 2026 | TRAQUINA PERRY M | Director | Option exercise (M) | 2K | $0 |
| Jun 30, 2026 | TRAQUINA PERRY M | Director | Option exercise (M) | 2K | $0 |
| Jun 5, 2026 | Ferren Eric K | SVP, Controller, and CAO | Option exercise (M) | 245 | $0 |
| Jun 5, 2026 | Ferren Eric K | SVP, Controller, and CAO | Tax withholding (F) | 72 | $16K |
| Jun 5, 2026 | Ferren Eric K | SVP, Controller, and CAO | Option exercise (M) | 245 | $0 |
| Jun 4, 2026 | Carter Andrea M | Insider | Option exercise (M) | 4K | $0 |
| Jun 4, 2026 | Carter Andrea M | Insider | Tax withholding (F) | 2K | $349K |
| Jun 4, 2026 | Carter Andrea M | Insider | Option exercise (M) | 4K | $0 |
| Jun 1, 2026 | REDMOND ANDREA | Director | Option exercise (M) | 2K | $0 |
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 460 funds | $311.8B |
| APPLE INCAAPL | 459 funds | $330.2B |
| NVIDIA CORPNVDA | 456 funds | $422.1B |
| META PLATFORMS INC-CLASS AMETA | 456 funds | $129.3B |
| VISA INC-CLASS A SHARESV | 456 funds | $69.6B |
| AMAZON.COM INCAMZN | 455 funds | $230.4B |
| ALPHABET INC-CL CGOOG | 454 funds | $133.5B |
| JPMORGAN CHASE & COJPM | 454 funds | $83.9B |
| ALPHABET INC-CL AGOOGL | 453 funds | $205.8B |
| BROADCOM INCAVGO | 453 funds | $163.9B |
| HOME DEPOT INCHD | 445 funds | $37.5B |
| ELI LILLY & COLLY | 444 funds | $81.4B |
Ranked by how many of ALL'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 ALL. 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.