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/AM/capital-change-brief"
Use Arkolith's capital_change_brief for AM. 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. | $846.3M | 37.1M | ▼−5.3% Reduced · −2.1M sh | Q1 2026 | |
| 2 | VANGUARD PORTFOLIO MANAGEMENT LLC | $417.2M | 18.3M | ▲New +18.3M sh | Q1 2026 | |
| 3 | VANGUARD CAPITAL MANAGEMENT LLC | $337.7M | 14.8M | ▲New +14.8M sh | Q1 2026 | |
| 4 | STATE STREET CORP | $264.3M | 11.6M | ▲+2.3% Added · +256K sh | Q1 2026 | |
| 5 | TORTOISE CAPITAL ADVISORS, L.L.C. | $254.4M | 11.2M | ▼−2.1% Reduced · −244K sh | Q1 2026 | |
| 6 | GEODE CAPITAL MANAGEMENT, LLC | $225.7M | 9.9M | ▼−5.5% Reduced · −575K sh | Q1 2026 | |
| 7 | Bank of New York Mellon Corp | $208.1M | 9.1M | ▲+11% Added · +921K sh | Q1 2026 | |
| 8 | DIMENSIONAL FUND ADVISORS LP | $205.6M | 9.0M | ▼−2.4% Reduced · −223K sh | Q1 2026 | |
| 9 | Neuberger Berman Group LLC | $165.8M | 7.3M | ▼−2.2% Reduced · −165K sh | Q1 2026 | |
| 10 | MORGAN STANLEY | $142.6M | 6.3M | ▲+3.7% Added · +221K sh | Q1 2026 | |
| 11 | KAYNE ANDERSON CAPITAL ADVISORS LP | $96.9M | 4.2M | ▼−6.3% Reduced · −286K sh | Q1 2026 | |
| 12 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $89.8M | 3.9M | ▲+2.5% Added · +97K sh | Q1 2026 | |
| 13 | MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $89.0M | 3.9M | ▼−3.6% Reduced · −144K sh | Q1 2026 | |
| 14 | ALLIANCEBERNSTEIN L.P. | $68.0M | 3.8M | ▲+676% Added · +3.3M sh | Q1 2026 | |
| 15 | NORGES BANK | $67.0M | 3.8M | ▼−11% Reduced · −482K sh | Q4 2025 | |
| 16 | Clearbridge Investments, LLC | $85.3M | 3.7M | ▲+2.9% Added · +107K sh | Q1 2026 | |
| 17 | NORTHERN TRUST CORP | $85.1M | 3.7M | ▼−0.2% Reduced · −7K sh | Q1 2026 | |
| 18 | Boston Trust Walden Corp | $78.2M | 3.4M | ▼−7.4% Reduced · −274K sh | Q1 2026 | |
| 19 | Blackstone Inc. | $64.1M | 2.8M | ▲+0.5% Added · +14K sh | Q1 2026 | |
| 20 | Qube Research & Technologies Ltd | $59.9M | 2.6M | ▲+2.6% Added · +67K sh | Q1 2026 | |
| 21 | PRUDENTIAL FINANCIAL INC | $59.5M | 2.6M | ▲128× Added · +2.6M sh | Q1 2026 | |
| 22 | Clark Capital Management Group, Inc. | $58.2M | 2.6M | ▲+279% Added · +1.9M sh | Q1 2026 | |
| 23 | WESTWOOD HOLDINGS GROUP INC | $53.0M | 2.3M | ▼−12% Reduced · −319K sh | Q1 2026 | |
| 24 | Orbis Allan Gray Ltd | $51.6M | 2.3M | ▲+60% Added · +852K sh | Q1 2026 | |
| 25 | BNP PARIBAS FINANCIAL MARKETS | $51.5M | 2.3M | ▲+42% Added · +666K 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 10, 2026 | MCARDLE JANINE J | Director | Grant (A) | 2K | $0 |
| Jul 10, 2026 | Munoz Jeffrey S. | Director | Grant (A) | 2K | $0 |
| Jul 10, 2026 | MOLLENKOPF JOHN C | Director | Grant (A) | 2K | $0 |
| Jul 10, 2026 | Chisholm Nancy | Director | Grant (A) | 2K | $0 |
| Jul 10, 2026 | DEA PETER A | Director | Grant (A) | 2K | $0 |
| Jul 10, 2026 | Keenan W Howard JR | Director | Grant (A) | 2K | $0 |
| Jul 10, 2026 | KLIMLEY BROOKS J | Director | Grant (A) | 2K | $0 |
| Jul 10, 2026 | KEYTE DAVID H | Director | Grant (A) | 3K | $0 |
| May 4, 2026 | Kennedy Michael N. | See Remarks, Director | Sell (S) | 100K | $2.2M |
| May 4, 2026 | Schultz Yvette K | See Remarks, Director | Sell (S) | 69K | $1.5M |
| Apr 10, 2026 | KLIMLEY BROOKS J | Director | Grant (A) | 2K | $0 |
| Apr 10, 2026 | MOLLENKOPF JOHN C | Director | Grant (A) | 2K | $0 |
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 174 funds | $59.7B |
| ALPHABET INC-CL AGOOGL | 172 funds | $41.8B |
| AMAZON.COM INCAMZN | 171 funds | $42.9B |
| EXXON MOBIL CORPXOM | 171 funds | $13.0B |
| CHEVRON CORPCVX | 171 funds | $8.4B |
| NVIDIA CORPNVDA | 170 funds | $85.9B |
| ALPHABET INC-CL CGOOG | 170 funds | $26.9B |
| JPMORGAN CHASE & COJPM | 170 funds | $20.8B |
| APPLE INCAAPL | 169 funds | $73.7B |
| VISA INC-CLASS A SHARESV | 169 funds | $11.1B |
| MASTERCARD INC - AMA | 169 funds | $10.5B |
| BROADCOM INCAVGO | 168 funds | $30.5B |
Ranked by how many of AM'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 AM. 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.