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/ARCC/capital-change-brief"
Use Arkolith's capital_change_brief for ARCC. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | $294.7M | 16.4M | ▼−6.8% Reduced · −1.2M sh | Q1 2026 | |
| 2 | UBS Group AG | $258.0M | 14.3M | ▲+28% Added · +3.1M sh | Q1 2026 | |
| 3 | VAN ECK ASSOCIATES CORP | Withheld | 10.9M | ▼−14% Reduced · −1.8M sh | Q1 2026 | |
| 4 | STRS OHIO | $189.2M | 10.5M | ▲New +10.5M sh | Q1 2026 | |
| 5 | BANK OF AMERICA CORP /DE/ | $164.6M | 9.1M | ▲+16% Added · +1.3M sh | Q1 2026 | |
| 6 | JPMORGAN CHASE & CO | $136.5M | 7.7M | ▼−1.6% Reduced · −121K sh | Q1 2026 | |
| 7 | Generali Asset Management SPA SGR | $136.0M | 7.5M | ▲+49% Added · +2.5M sh | Q1 2026 | |
| 8 | TWO SIGMA INVESTMENTS, LP | $131.7M | 7.3M | ▲+146% Added · +4.3M sh | Q1 2026 | |
| 9 | Legal & General Group Plc | $107.6M | 6.0M | ▲+10% Added · +567K sh | Q1 2026 | |
| 10 | WELLS FARGO & COMPANY/MN | $80.8M | 4.5M | ▲+2.3% Added · +99K sh | Q1 2026 | |
| 11 | LPL Financial LLC | $72.8M | 4.0M | ▼−4.1% Reduced · −172K sh | Q1 2026 | |
| 12 | Advisors Capital Management, LLC | $70.9M | 3.9M | ▲+10% Added · +368K sh | Q1 2026 | |
| 13 | AMERIPRISE FINANCIAL INC | $68.0M | 3.8M | ▼−9.3% Reduced · −387K sh | Q1 2026 | |
| 14 | HighTower Advisors, LLC | $63.7M | 3.5M | ▲+44% Added · +1.1M sh | Q1 2026 | |
| 15 | RAYMOND JAMES FINANCIAL INC | $62.1M | 3.4M | ▲+9.1% Added · +287K sh | Q1 2026 | |
| 16 | CONFLUENCE INVESTMENT MANAGEMENT LLC | $61.9M | 3.4M | ▼−3.0% Reduced · −107K sh | Q1 2026 | |
| 17 | Evercore Wealth Management, LLC | $56.2M | 3.1M | ▲+6.2% Added · +183K sh | Q1 2026 | |
| 18 | CITADEL ADVISORS LLC | $52.6M | 2.9M | ▼−64% Reduced · −5.2M sh | Q1 2026 | |
| 19 | ROYAL BANK OF CANADA | $48.1M | 2.7M | ▼−11% Reduced · −345K sh | Q1 2026 | |
| 20 | Sound Income Strategies, LLC | $47.2M | 2.7M | ▲+1.8% Added · +47K sh | Q1 2026 | |
| 21 | STIFEL FINANCIAL CORP | $47.5M | 2.6M | ▲+1.4% Added · +37K sh | Q1 2026 | |
| 22 | ARES MANAGEMENT LLC | $47.1M | 2.6M | ▲+16% Added · +367K sh | Q1 2026 | |
| 23 | Allen Investment Management, LLC | $46.8M | 2.6M | ▼−16% Reduced · −488K sh | Q1 2026 | |
| 24 | BlackRock, Inc. | $43.2M | 2.4M | ▼−24% Reduced · −766K sh | Q1 2026 | |
| 25 | Rockefeller Capital Management L.P. | $41.3M | 2.3M | ▲+1.7% Added · +39K 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 |
|---|---|---|---|---|---|
| Feb 9, 2026 | MARKOWICZ JANA | Chief Operating Officer | Buy (P) | 15K | $288K |
| Feb 6, 2026 | Lem Scott C | CFO and Treasurer | Buy (P) | 5K | $100K |
| Feb 5, 2026 | HENSON MARY BETH | Director | Buy (P) | 4K | $77K |
| Feb 5, 2026 | SCHNABEL MICHAEL KORT | Chief Executive Officer | Buy (P) | 13K | $239K |
| Oct 31, 2025 | SCHNABEL MICHAEL KORT | Chief Executive Officer | Buy (P) | 13K | $265K |
| Mar 3, 2025 | Miller James Robert | Co-President | Buy (P) | 40K | $933K |
| Feb 18, 2025 | Arougheti Michael J | Executive Vice President, Director | Gift (G) | 300K | $0 |
| Feb 11, 2025 | Bates Ann Torre | Director | Buy (P) | 6K | $137K |
| May 2, 2023 | SCHNABEL MICHAEL KORT | Co-President | Buy (P) | 15K | $268K |
| Mar 16, 2023 | ROLL PENELOPE F | Chief Financial Officer | Buy (P) | 3K | $52K |
| Mar 15, 2023 | ROLL PENELOPE F | Chief Financial Officer | Buy (P) | 3K | $53K |
| Sep 14, 2022 | ROLL PENELOPE F | Chief Financial Officer | Buy (P) | 3K | $48K |
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 201 funds | $103.9B |
| NVIDIA CORPNVDA | 200 funds | $138.3B |
| ALPHABET INC-CL AGOOGL | 200 funds | $70.5B |
| AMAZON.COM INCAMZN | 199 funds | $75.6B |
| APPLE INCAAPL | 198 funds | $114.2B |
| META PLATFORMS INC-CLASS AMETA | 198 funds | $40.8B |
| JPMORGAN CHASE & COJPM | 196 funds | $34.1B |
| COSTCO WHOLESALE CORPCOST | 195 funds | $18.9B |
| BROADCOM INCAVGO | 194 funds | $52.8B |
| VISA INC-CLASS A SHARESV | 193 funds | $22.3B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 193 funds | $18.8B |
| TESLA INCTSLA | 191 funds | $26.2B |
Ranked by how many of ARCC'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 ARCC. 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.