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/APAM/capital-change-brief"
Use Arkolith's capital_change_brief for APAM. 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. | $377.0M | 10.4M | ▲+1.8% Added · +187K sh | Q1 2026 | |
| 2 | KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | $202.5M | 5.6M | ▼−2.6% Reduced · −151K sh | Q1 2026 | |
| 3 | VANGUARD PORTFOLIO MANAGEMENT LLC | $150.3M | 4.1M | ▲New +4.1M sh | Q1 2026 | |
| 4 | VANGUARD CAPITAL MANAGEMENT LLC | $110.3M | 3.0M | ▲New +3.0M sh | Q1 2026 | |
| 5 | STATE STREET CORP | $103.4M | 2.8M | ▼−0.3% Reduced · −8K sh | Q1 2026 | |
| 6 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $92.8M | 2.5M | ▼−16% Reduced · −499K sh | Q1 2026 | |
| 7 | VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. | $85.2M | 2.5M | ▼−4.7% Reduced · −121K sh | Q2 2026 | |
| 8 | MORGAN STANLEY | $76.7M | 2.1M | ▲+4.2% Added · +85K sh | Q1 2026 | |
| 9 | GEODE CAPITAL MANAGEMENT, LLC | $75.6M | 2.1M | ▲+5.4% Added · +106K sh | Q1 2026 | |
| 10 | Channing Capital Management, LLC | $69.5M | 1.9M | ▼−2.9% Reduced · −58K sh | Q1 2026 | |
| 11 | WASATCH ADVISORS LP | $58.8M | 1.7M | ▲+8.4% Added · +133K sh | Q2 2026 | |
| 12 | DIMENSIONAL FUND ADVISORS LP | $60.8M | 1.7M | ▲+1.9% Added · +31K sh | Q1 2026 | |
| 13 | VICTORY CAPITAL MANAGEMENT INC | $52.1M | 1.4M | ▲+9.1% Added · +120K sh | Q1 2026 | |
| 14 | Fisher Asset Management, LLC | $47.7M | 1.3M | ▼−9.0% Reduced · −130K sh | Q1 2026 | |
| 15 | NORTHERN TRUST CORP | $30.8M | 847K | ▲+1.2% Added · +10K sh | Q1 2026 | |
| 16 | FEDERATED HERMES, INC. | $27.6M | 758K | ▲+12% Added · +79K sh | Q1 2026 | |
| 17 | WELLS FARGO & COMPANY/MN | $22.8M | 626K | ▼−9.2% Reduced · −63K sh | Q1 2026 | |
| 18 | PUBLIC SECTOR PENSION INVESTMENT BOARD | $22.3M | 612K | ▲+14% Added · +77K sh | Q1 2026 | |
| 19 | GOLDMAN SACHS GROUP INC | $20.8M | 572K | ▲+31% Added · +134K sh | Q1 2026 | |
| 20 | CITADEL ADVISORS LLC | $20.4M | 562K | ▲+143% Added · +330K sh | Q1 2026 | |
| 21 | BARCLAYS PLC | $20.2M | 554K | ▼−12% Reduced · −75K sh | Q1 2026 | |
| 22 | PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | $20.1M | 551K | ▲+26% Added · +113K sh | Q1 2026 | |
| 23 | CRAWFORD INVESTMENT COUNSEL INC | $19.3M | 529K | ▲+2.2% Added · +12K sh | Q1 2026 | |
| 24 | NEW YORK STATE COMMON RETIREMENT FUND | $18.1M | 498K | —Held | Q1 2026 | |
| 25 | Qube Research & Technologies Ltd | $17.2M | 473K | ▼−8.0% Reduced · −41K 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 |
|---|---|---|---|---|---|
| Mar 2, 2026 | DALEY CHARLES J JR | Exec VP, CFO & Treasurer, 10% Owner | Grant (A) | 19K | $0 |
| Mar 2, 2026 | Colson Eric R | Executive Chair, Director, 10% Owner | Grant (A) | 44K | $0 |
| Mar 2, 2026 | Ramirez Gregory K | Executive Vice President | Grant (A) | 14K | $0 |
| Mar 2, 2026 | Krein Christopher J | Executive Vice President | Grant (A) | 23K | $0 |
| Mar 2, 2026 | GOTTLIEB JASON A | CEO and President, Director, 10% Owner | Grant (A) | 37K | $0 |
| Mar 2, 2026 | Simpson Laura Ellen | Exec VP, CLO & Secretary | Grant (A) | 11K | $0 |
| Mar 2, 2026 | Von Hoff Ryan George | Chief Accounting Officer | Grant (A) | 1K | $0 |
| Mar 2, 2026 | Kwei Eileen Lee | Executive Vice President | Grant (A) | 2K | $0 |
| Mar 2, 2026 | Kwei Eileen Lee | Executive Vice President | Grant (A) | 14K | $0 |
| Mar 2, 2026 | Kwei Eileen Lee | Executive Vice President | Grant (A) | 2K | — |
| Mar 2, 2026 | Sellers Samuel Bentson | Executive Vice President | Grant (A) | 2K | $0 |
| Mar 2, 2026 | Sellers Samuel Bentson | Executive Vice President | Grant (A) | 13K | $0 |
| Company | Co-held by | Combined value |
|---|---|---|
| NVIDIA CORPNVDA | 116 funds | $69.1B |
| MICROSOFT CORPMSFT | 116 funds | $48.1B |
| AMAZON.COM INCAMZN | 114 funds | $37.5B |
| BROADCOM INCAVGO | 114 funds | $26.3B |
| APPLE INCAAPL | 113 funds | $56.8B |
| ALPHABET INC-CL AGOOGL | 113 funds | $32.5B |
| META PLATFORMS INC-CLASS AMETA | 113 funds | $22.0B |
| ELI LILLY & COLLY | 113 funds | $13.6B |
| MASTERCARD INC - AMA | 113 funds | $9.0B |
| CHEVRON CORPCVX | 113 funds | $7.4B |
| JPMORGAN CHASE & COJPM | 112 funds | $16.3B |
| VISA INC-CLASS A SHARESV | 112 funds | $10.7B |
Ranked by how many of APAM'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 APAM. 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.