| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | $109.1M | 3.3M | ▼−0.2% Reduced · −8K sh | Q1 2026 | |
| 2 | Neuberger Berman Group LLC | $57.8M | 1.7M | ▼−3.7% Reduced · −67K sh | Q1 2026 | |
| 3 | GOLDMAN SACHS GROUP INC | $32.2M | 965K | ▲+39% Added · +269K sh | Q1 2026 | |
| 4 | VANGUARD CAPITAL MANAGEMENT LLC | $28.3M | 849K | ▲New +849K sh | Q1 2026 | |
| 5 | STATE STREET CORP | $26.6M | 799K | ▲+1.4% Added · +11K sh | Q1 2026 | |
| 6 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $24.0M | 721K | ▼−15% Reduced · −123K sh | Q1 2026 | |
| 7 | BANK OF AMERICA CORP /DE/ | $20.8M | 624K | ▲+6.7% Added · +39K sh | Q1 2026 | |
| 8 | GEODE CAPITAL MANAGEMENT, LLC | $19.2M | 575K | ▲+4.0% Added · +22K sh | Q1 2026 | |
| 9 | TWO SIGMA INVESTMENTS, LP | $15.8M | 475K | ▲+140% Added · +278K sh | Q1 2026 | |
| 10 | DIMENSIONAL FUND ADVISORS LP | $15.6M | 468K | ▼−5.1% Reduced · −25K sh | Q1 2026 | |
| 11 | Auto-Owners Insurance Co | $14.2M | 427K | —Held | Q1 2026 | |
| 12 | Champlain Investment Partners, LLC | $12.6M | 378K | ▼−23% Reduced · −114K sh | Q1 2026 | |
| 13 | Qube Research & Technologies Ltd | $10.5M | 315K | ▲+35% Added · +81K sh | Q1 2026 | |
| 14 | CITADEL ADVISORS LLC | $9.6M | 289K | ▲+129% Added · +163K sh | Q1 2026 | |
| 15 | VANGUARD PORTFOLIO MANAGEMENT LLC | $9.6M | 287K | ▲New +287K sh | Q1 2026 | |
| 16 | RENAISSANCE TECHNOLOGIES LLC | $8.7M | 261K | ▲+19% Added · +42K sh | Q1 2026 | |
| 17 | M&G Plc | $7.5M | 226K | ▼−17% Reduced · −46K sh | Q1 2026 | |
| 18 | PALISADE CAPITAL MANAGEMENT, LP | $6.9M | 206K | ▼−3.3% Reduced · −7K sh | Q1 2026 | |
| 19 | ProShare Advisors LLC | $6.1M | 183K | ▲+12% Added · +20K sh | Q1 2026 | |
| 20 | TEACHER RETIREMENT SYSTEM OF TEXAS | $6.1M | 182K | ▲+16% Added · +26K sh | Q1 2026 | |
| 21 | NORTHERN TRUST CORP | $6.0M | 181K | ▲~0% Added · +65 sh | Q1 2026 | |
| 22 | MORGAN STANLEY | $5.9M | 177K | ▼−21% Reduced · −48K sh | Q1 2026 | |
| 23 | SEI INVESTMENTS CO | $4.6M | 139K | ▲+125% Added · +77K sh | Q1 2026 | |
| 24 | VANGUARD FIDUCIARY TRUST CO | $4.4M | 132K | ▲New +132K sh | Q1 2026 | |
| 25 | NEW SOUTH CAPITAL MANAGEMENT INC | $4.1M | 124K | ▼−4.9% Reduced · −6K 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.
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 49 funds | $25.7B |
| BROADCOM INCAVGO | 49 funds | $13.5B |
| ELI LILLY & COLLY | 49 funds | $7.1B |
| COSTCO WHOLESALE CORPCOST | 49 funds | $4.4B |
| CHEVRON CORPCVX | 49 funds | $3.7B |
| SERVICENOW INCNOW | 49 funds | $1.9B |
| SCHWAB (CHARLES) CORPSCHW | 49 funds | $1.7B |
| NVIDIA CORPNVDA | 48 funds | $39.7B |
| AMAZON.COM INCAMZN | 48 funds | $20.4B |
| META PLATFORMS INC-CLASS AMETA | 48 funds | $12.6B |
| MICRON TECHNOLOGY INCMU | 48 funds | $5.6B |
| PALANTIR TECHNOLOGIES INC-APLTR | 48 funds | $3.0B |
Ranked by how many of AMSF's institutional holders also hold each name, a cross-fund conviction signal.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Nov 20, 2025 | Omiridis Anastasios | EVP-CFO | Sell (S) | 1K | $50K |
| Nov 7, 2025 | Omiridis Anastasios | EVP-CFO | Sell (S) | 1K | $50K |
| Aug 5, 2025 | Omiridis Anastasios | EVP-CFO | Sell (S) | 1K | $60K |
| May 30, 2024 | BROWN MICHAEL J | Director | Buy (P) | 1K | $44K |
| Sep 8, 2023 | Omiridis Anastasios | EVP-CFO | Sell (S) | 3K | $170K |
| May 22, 2023 | McCray Andrew B. | EVP-CUO | Sell (S) | 978 | $53K |
| May 23, 2022 | Gagliano Vincent J. | EVP - Chief Risk Officer | Sell (S) | 4K | $179K |
| May 23, 2022 | Shirley Kathryn Housh | EVP - CAO | Sell (S) | 2K | $110K |
| May 23, 2022 | McCray Andrew B. | EVP-CUO | Sell (S) | 2K | $94K |
| May 23, 2022 | McCray Andrew B. | EVP-CUO | Sell (S) | 786 | $38K |
| May 23, 2022 | Fuller Neal Andrew | EVP-CFO | Sell (S) | 5K | $257K |
| May 23, 2022 | Frost G. Janelle | President & CEO, Director | Sell (S) | 10K | $505K |
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/AMSF/capital-change-brief"
Use Arkolith's capital_change_brief for AMSF. 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 AMSF. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.