Among active 13F managers last quarter, 2 opened and 1 added, while 2 reduced; the largest holder to move was Renaissance Technologies LLC (−0.4%). Over the last 180 days, 1 insider bought and none sold, a net +$1.3M in open-market trades.
Funds lean in and no leg opposes.
19 tracked 13F filers disclose a position in AMS as of the latest SEC 13F filings, a combined $1.1M in reported value. 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.
| # | Fund | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Dimensional Fund Advisors LP | 205K | $297K | ▼−0.6% Reduced · −1K sh | Q1 2026 | |
| 2 | Corient Private Wealth LP | 161K | $233K | —Held | Q1 2026 | |
| 3 | LPL Financial LLC | 76K | $111K | ▲New +76K sh | Q1 2026 | |
| 4 | Vanguard Capital Management LLC | 56K | $88K | ▼−64% Reduced · −98K sh | Q2 2026 | |
| 5 | Renaissance Technologies LLC | 49K | $71K | ▼−0.4% Reduced · −200 sh | Q1 2026 | |
| 6 | Susquehanna International Group, LLP | 42K | $61K | ▲+55% Added · +15K sh | Q1 2026 | |
| 7 | NewEdge Advisors, LLC | 30K | $47K | —Held | Q2 2026 | |
| 8 | James Investment Research, Inc. | 30K | $47K | —Held | Q2 2026 | |
| 9 | Bridgeway Capital Management, LLC | 29K | $46K | ▼−68% Reduced · −62K sh | Q2 2026 | |
| 10 | Geode Capital Management, LLC | 26K | $42K | ▼−19% Reduced · −6K sh | Q2 2026 | |
| 11 | Vanguard Fiduciary Trust Co | 25K | $40K | ▼−7.5% Reduced · −2K sh | Q2 2026 | |
| 12 | State Street Corp | 12K | $19K | —Held | Q2 2026 | |
| 13 | Empowered Funds, LLC | 12K | $17K | ▲New +12K sh | Q1 2026 | |
| 14 | Morgan Stanley | 6K | $8K | ▼−7.1% Reduced · −450 sh | Q1 2026 | |
| 15 | Tower Research Capital LLC (TRC) | 3K | $4K | ▲+45% Added · +876 sh | Q1 2026 | |
| 16 | UBS Group AG | 200 | $290 | ▲New +200 sh | Q1 2026 | |
| 17 | Caitong International Asset Management Co., Ltd | 107 | $169 | ▲New +107 sh | Q2 2026 | |
| 18 | Jones Financial Companies LLLP | 100 | $181 | —Held | Q1 2026 | |
| 19 | Royal Bank Of Canada | 69 | $0 | ▲+13% Added · +8 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.
Last quarter, 2 funds opened a new position in AMS and 1 added to an existing one, while 2 reduced. Based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Their position there |
|---|---|---|
| Apple IncAAPL | 6 funds | $1.4B |
| United Therapeutics CorpUTHR | 6 funds | $1.1B |
| Nvidia CorpNVDA | 6 funds | $1.1B |
| Chevron CorpCVX | 6 funds | $633.7M |
| Alphabet Inc-CL AGOOGL | 6 funds | $570.5M |
| JPMorgan Chase & CoJPM | 6 funds | $433.3M |
| Eli Lilly & CoLLY | 6 funds | $265.5M |
| Tesla IncTSLA | 6 funds | $249.4M |
| Newmont CorpNEM | 6 funds | $248.3M |
| Mastercard Inc - AMA | 6 funds | $198.0M |
| Costco Wholesale CorpCOST | 6 funds | $140.1M |
| Berkshire Hathaway Inc-CL BBRK/B | 6 funds | $138.5M |
Ranked by how many of AMS's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in AMS.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Jun 22, 2026 | Stachowiak Raymond C | Executive Chairman, Director, 10% Owner | Buy (P) | 586K | $1.3M |
| May 15, 2019 | Stachowiak Raymond C | Director, 10% Owner | Buy (P) | 161K | $438K |
| May 15, 2019 | Trotman Stanley S Jr | Director | Sell (S) | 161K | $438K |
| Jun 18, 2018 | Tagawa Craig Kenji | COO/CFO | Sell (S) 2 lots, same day | 7K | $19K |
| Jun 14, 2018 | Tagawa Craig Kenji | COO/CFO | Sell (S) | 5 | $14 |
| Jun 7, 2018 | Tagawa Craig Kenji | COO/CFO | Sell (S) | 3K | $8K |
| Jun 6, 2018 | Tagawa Craig Kenji | COO/CFO | Sell (S) | 34 | $94 |
| Jun 5, 2018 | Tagawa Craig Kenji | COO/CFO | Sell (S) | 5K | $14K |
| May 19, 2017 | Tagawa Craig Kenji | COO/CFO | Sell (S) | 4K | $14K |
| May 18, 2017 | Tagawa Craig Kenji | COO/CFO | Sell (S) 2 lots, same day | 4K | $13K |
| Mar 31, 2017 | Tagawa Craig Kenji | COO/CFO | Sell (S) 2 lots, same day | 5K | $22K |
| Mar 30, 2017 | Bates Ernest A | Chairman and CEO, Director, 10% Owner | Sell (S) | 5K | $21K |
One row per insider, day and transaction code; shares and value are summed across the lots. Every lot is on the full insider page and in the filing.
Where institutional funds (13F), corporate insiders (Form 4) and US House members (STOCK Act) are buying or selling the same name in the same window. Green is buying, red is selling.
Insiders and Congress: last 180 days. Funds: latest 13F, top 100 holders incl. passive
| Source | Buying | Selling | Net |
|---|---|---|---|
13F funds Top 100 holders by value, passive included; the hero counts active managers only | 3 | 7 | – |
Insiders Form 4 open-market | 1 | 0 | +$1.3M |
US House STOCK Act trades | 0 | 0 | $0 |
Capital Rotation reports where institutional capital disclosed rotating, as of the latest public SEC 13F filings. It is data, not investment advice, a recommendation, or a prediction. Filings lag about 45 days and cover long US equity positions only. Past disclosed flows do not indicate future prices. Do your own research; consult a licensed advisor.
Connected entities for AMS
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/AMS/capital-change-brief"
Use Arkolith's capital_change_brief for AMS. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for AMS. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.