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/ALRS/capital-change-brief"
Use Arkolith's capital_change_brief for ALRS. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | ALERUS FINANCIAL NA | $53.2M | 2.2M | ▼−2.1% Reduced · −47K sh | Q1 2026 | |
| 2 | BlackRock, Inc. | $41.7M | 1.8M | ▼−2.3% Reduced · −41K sh | Q1 2026 | |
| 3 | VANGUARD CAPITAL MANAGEMENT LLC | $22.8M | 962K | ▲New +962K sh | Q1 2026 | |
| 4 | DIMENSIONAL FUND ADVISORS LP | $21.0M | 887K | ▲+6.8% Added · +57K sh | Q1 2026 | |
| 5 | GEODE CAPITAL MANAGEMENT, LLC | $14.6M | 618K | ▲+2.4% Added · +14K sh | Q1 2026 | |
| 6 | STATE STREET CORP | $11.8M | 493K | ▲+3.6% Added · +17K sh | Q1 2026 | |
| 7 | AMERIPRISE FINANCIAL INC | $9.1M | 384K | ▲+1.1% Added · +4K sh | Q1 2026 | |
| 8 | GOLDMAN SACHS GROUP INC | $8.7M | 367K | ▲+23% Added · +68K sh | Q1 2026 | |
| 9 | Stieven Capital Advisors, L.P. | $8.0M | 339K | ▲New +339K sh | Q1 2026 | |
| 10 | AMERICAN CENTURY COMPANIES INC | $7.4M | 310K | ▲+70% Added · +128K sh | Q1 2026 | |
| 11 | CHOREO, LLC | $7.0M | 294K | ▼−0.3% Reduced · −890 sh | Q1 2026 | |
| 12 | MORGAN STANLEY | $6.5M | 273K | ▼−10% Reduced · −32K sh | Q1 2026 | |
| 13 | AQR CAPITAL MANAGEMENT LLC | $6.4M | 269K | ▼−17% Reduced · −54K sh | Q1 2026 | |
| 14 | ALLIANCEBERNSTEIN L.P. | $5.5M | 243K | ▼−0.4% Reduced · −900 sh | Q1 2026 | |
| 15 | GENDELL JEFFREY L | $5.5M | 234K | —Held | Q1 2026 | |
| 16 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $4.9M | 205K | ▼−0.9% Reduced · −2K sh | Q1 2026 | |
| 17 | NORTHERN TRUST CORP | $4.6M | 194K | ▲+6.9% Added · +13K sh | Q1 2026 | |
| 18 | VANGUARD PORTFOLIO MANAGEMENT LLC | $4.2M | 176K | ▲New +176K sh | Q1 2026 | |
| 19 | VANGUARD FIDUCIARY TRUST CO | $3.7M | 157K | ▲New +157K sh | Q1 2026 | |
| 20 | Cutler Capital Management, LLC | $3.2M | 136K | ▼−1.1% Reduced · −2K sh | Q1 2026 | |
| 21 | GABELLI FUNDS LLC | $3.2M | 135K | ▼−2.2% Reduced · −3K sh | Q1 2026 | |
| 22 | Bank of New York Mellon Corp | $2.8M | 118K | ▼−1.1% Reduced · −1K sh | Q1 2026 | |
| 23 | MILLENNIUM MANAGEMENT LLC | $2.5M | 107K | ▲+173% Added · +68K sh | Q1 2026 | |
| 24 | RENAISSANCE TECHNOLOGIES LLC | $2.3M | 98K | ▼−17% Reduced · −21K sh | Q1 2026 | |
| 25 | FEDERATED HERMES, INC. | $2.3M | 98K | ▲+109% Added · +51K 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 3, 2026 | Koob Kari | SVP, Controller | Tax withholding (F) | 102 | $3K |
| Jul 1, 2026 | Koob Kari | SVP, Controller | Tax withholding (F) | 140 | $4K |
| May 27, 2026 | Bolton Jeffrey | Director | Buy (P) | 1K | $29K |
| May 22, 2026 | Vetter Galen G | Director | Grant (A) | 2K | $0 |
| May 22, 2026 | Zimmer Mary | Director | Grant (A) | 2K | $0 |
| May 22, 2026 | Uribe John | Director | Grant (A) | 2K | $0 |
| May 22, 2026 | ESTEP JANET O | Director | Grant (A) | 2K | $0 |
| May 22, 2026 | Bolton Jeffrey | Director | Grant (A) | 2K | $0 |
| May 22, 2026 | Coughlin Daniel E | Director | Grant (A) | 2K | $0 |
| May 22, 2026 | Newman Randy L | Director | Grant (A) | 2K | $0 |
| May 22, 2026 | Sorum Nikki | Director | Grant (A) | 2K | $0 |
| Feb 26, 2026 | Collins Jim | EVP, CBO & CRO | Option exercise (M) | 4K | $0 |
| Company | Co-held by | Combined value |
|---|---|---|
| APPLE INCAAPL | 34 funds | $16.0B |
| NVIDIA CORPNVDA | 33 funds | $19.8B |
| MICROSOFT CORPMSFT | 33 funds | $12.8B |
| AMAZON.COM INCAMZN | 33 funds | $9.8B |
| ALPHABET INC-CL AGOOGL | 33 funds | $8.3B |
| BROADCOM INCAVGO | 33 funds | $6.7B |
| META PLATFORMS INC-CLASS AMETA | 33 funds | $6.2B |
| JPMORGAN CHASE & COJPM | 33 funds | $4.8B |
| ELI LILLY & COLLY | 33 funds | $3.7B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 33 funds | $3.3B |
| MICRON TECHNOLOGY INCMU | 33 funds | $3.2B |
| VISA INC-CLASS A SHARESV | 33 funds | $2.6B |
Ranked by how many of ALRS'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 ALRS. 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.