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/APO/capital-change-brief"
Use Arkolith's capital_change_brief for APO. 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. | $3.8B | 34.5M | ▼−2.0% Reduced · −725K sh | Q1 2026 | |
| 2 | VANGUARD CAPITAL MANAGEMENT LLC | $3.1B | 28.2M | ▲New +28.2M sh | Q1 2026 | |
| 3 | FMR LLC | $2.4B | 22.0M | ▼−28% Reduced · −8.5M sh | Q1 2026 | |
| 4 | STATE STREET CORP | $2.2B | 19.6M | ▲+0.9% Added · +180K sh | Q1 2026 | |
| 5 | VANGUARD PORTFOLIO MANAGEMENT LLC | $1.7B | 15.1M | ▲New +15.1M sh | Q1 2026 | |
| 6 | GEODE CAPITAL MANAGEMENT, LLC | $1.2B | 10.5M | ▲+2.9% Added · +300K sh | Q1 2026 | |
| 7 | FRANKLIN RESOURCES INC | $1.1B | 9.9M | ▲+5.0% Added · +466K sh | Q1 2026 | |
| 8 | National Philanthropic Trust | $1.0B | 9.0M | ▼−0.1% Reduced · −7K sh | Q1 2026 | |
| 9 | MORGAN STANLEY | $983.8M | 8.8M | ▲+8.8% Added · +711K sh | Q1 2026 | |
| 10 | JPMORGAN CHASE & CO | $965.1M | 8.8M | ▼−9.6% Reduced · −927K sh | Q1 2026 | |
| 11 | NORGES BANK | $1.3B | 8.7M | ▲+29% Added · +2.0M sh | Q4 2025 | |
| 12 | UBS Group AG | $717.6M | 6.4M | ▲+77% Added · +2.8M sh | Q1 2026 | |
| 13 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME | $604.3M | 5.4M | ▲+5.1% Added · +263K sh | Q1 2026 | |
| 14 | Clearbridge Investments, LLC | $577.0M | 5.2M | ▲+64% Added · +2.0M sh | Q1 2026 | |
| 15 | Mariner, LLC | $517.5M | 4.6M | ▲+91% Added · +2.2M sh | Q1 2026 | |
| 16 | NORTHERN TRUST CORP | $471.3M | 4.2M | ▼−4.9% Reduced · −219K sh | Q1 2026 | |
| 17 | GOLDMAN SACHS GROUP INC | $460.1M | 4.1M | ▲+16% Added · +560K sh | Q1 2026 | |
| 18 | BANK OF AMERICA CORP /DE/ | $440.9M | 4.0M | ▲+17% Added · +563K sh | Q1 2026 | |
| 19 | Legal & General Group Plc | $414.3M | 3.7M | ▲+3.0% Added · +107K sh | Q1 2026 | |
| 20 | PRICE T ROWE ASSOCIATES INC /MD/ | $382.1M | 3.4M | ▼−4.3% Reduced · −156K sh | Q1 2026 | |
| 21 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $375.9M | 3.4M | ▲+2.6% Added · +85K sh | Q1 2026 | |
| 22 | TIGER GLOBAL MANAGEMENT LLC | $366.9M | 3.3M | ▼−47% Reduced · −2.9M sh | Q1 2026 | |
| 23 | Focus Partners Wealth | $362.6M | 3.3M | ▲+132% Added · +1.8M sh | Q1 2026 | |
| 24 | Boston Partners | $352.3M | 3.2M | ▼−3.3% Reduced · −109K sh | Q1 2026 | |
| 25 | Bank of New York Mellon Corp | $323.2M | 2.9M | ▲+7.0% Added · +189K 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 1, 2026 | BEILINSON MARC A | Director | Grant (A) | 2K | $0 |
| Jul 1, 2026 | BIBLIOWICZ JESSICA M | Director | Grant (A) | 2K | $0 |
| Jul 1, 2026 | Leach Brian | Director | Grant (A) | 2K | $0 |
| Jul 1, 2026 | COHN GARY D | Director | Grant (A) | 2K | $0 |
| Jul 1, 2026 | Healey Kerry Murphy | Director | Grant (A) | 2K | $0 |
| Jul 1, 2026 | O'Neill Mitra | Director | Grant (A) | 2K | $0 |
| Jul 1, 2026 | SWANN LYNN C | Director | Grant (A) | 2K | $0 |
| Jul 1, 2026 | Toomey Patrick | Director | Grant (A) | 2K | $0 |
| Jul 1, 2026 | JOYNER PAMELA J | Director | Grant (A) | 2K | $0 |
| Jun 9, 2026 | Kelly Martin | Chief Financial Officer | Gift (G) | 1K | $0 |
| May 27, 2026 | KLEINMAN SCOTT | Co-President (See Remarks), Director | Gift (G) | 13K | $0 |
| May 27, 2026 | Zito John P. | Co-President (see Remarks) | Sell (S) | 18K | $2.3M |
| Company | Co-held by | Combined value |
|---|---|---|
| AMAZON.COM INCAMZN | 354 funds | $213.5B |
| MICROSOFT CORPMSFT | 351 funds | $274.4B |
| ALPHABET INC-CL AGOOGL | 351 funds | $181.4B |
| META PLATFORMS INC-CLASS AMETA | 351 funds | $119.0B |
| NVIDIA CORPNVDA | 350 funds | $397.3B |
| VISA INC-CLASS A SHARESV | 344 funds | $63.0B |
| JPMORGAN CHASE & COJPM | 342 funds | $73.3B |
| APPLE INCAAPL | 341 funds | $302.2B |
| BROADCOM INCAVGO | 340 funds | $156.1B |
| MASTERCARD INC - AMA | 334 funds | $54.3B |
| ALPHABET INC-CL CGOOG | 333 funds | $121.9B |
| ELI LILLY & COLLY | 333 funds | $79.5B |
Ranked by how many of APO'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 APO. 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.