71 tracked 13F filers disclose a position in AREC as of the latest SEC 13F filings, a combined $59.7M 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 | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | VANGUARD CAPITAL MANAGEMENT LLC | $9.2M | 3.8M | →First observed position No prior filed position | Q1 2026 | |
| 2 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $5.7M | 2.4M | ▲+886% Added · +2.1M sh | Q1 2026 | |
| 3 | MARSHALL WACE, LLP | $5.2M | 2.1M | ▲New +2.1M sh | Q1 2026 | |
| 4 | CITADEL ADVISORS LLC | $5.0M | 2.1M | ▼−28% Reduced · −806K sh | Q1 2026 | |
| 5 | BlackRock, Inc. | $4.1M | 1.7M | ▲+21% Added · +294K sh | Q1 2026 | |
| 6 | MILLENNIUM MANAGEMENT LLC | $3.7M | 1.5M | ▲+727% Added · +1.4M sh | Q1 2026 | |
| 7 | CITIGROUP INC | $3.6M | 1.5M | ▲16× Added · +1.4M sh | Q1 2026 | |
| 8 | TWO SIGMA INVESTMENTS, LP | $2.3M | 957K | ▲+1.9% Added · +18K sh | Q1 2026 | |
| 9 | GEODE CAPITAL MANAGEMENT, LLC | $2.2M | 893K | ▲+4.9% Added · +42K sh | Q1 2026 | |
| 10 | UBS Group AG | $2.0M | 819K | ▲+30% Added · +189K sh | Q1 2026 | |
| 11 | Squarepoint Ops LLC | $1.6M | 678K | ▲+170% Added · +427K sh | Q1 2026 | |
| 12 | MORGAN STANLEY | $1.5M | 638K | ▲+469% Added · +526K sh | Q1 2026 | |
| 13 | GOLDMAN SACHS GROUP INC | $1.5M | 609K | ▲+8.6% Added · +48K sh | Q1 2026 | |
| 14 | Connor, Clark & Lunn Investment Management Ltd. | $1.3M | 530K | ▲New +530K sh | Q1 2026 | |
| 15 | VANGUARD FIDUCIARY TRUST CO | $1.1M | 457K | →First observed position No prior filed position | Q1 2026 | |
| 16 | PEAK6 LLC | $1.1M | 447K | ▲+5.3% Added · +23K sh | Q1 2026 | |
| 17 | BANK OF AMERICA CORP /DE/ | $993K | 410K | ▲+459% Added · +337K sh | Q1 2026 | |
| 18 | Lighthouse Investment Partners, LLC | $968K | 400K | ▲13× Added · +368K sh | Q1 2026 | |
| 19 | STATE STREET CORP | $888K | 367K | ▲+22% Added · +67K sh | Q1 2026 | |
| 20 | ExodusPoint Capital Management, LP | $615K | 254K | ▲New +254K sh | Q1 2026 | |
| 21 | BARCLAYS PLC | $407K | 168K | ▲40× Added · +164K sh | Q1 2026 | |
| 22 | CWM, LLC | $385K | 159K | —Held | Q1 2026 | |
| 23 | NORTHERN TRUST CORP | $383K | 158K | —Held | Q1 2026 | |
| 24 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $195K | 108K | ▲New +108K sh | Q2 2026 | |
| 25 | MANGROVE PARTNERS IM, LLC | $257K | 106K | ▲New +106K 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, 12 funds opened a new position in AREC and 11 added to an existing one, while 4 reduced and 0 exited entirely — 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 | Combined value |
|---|---|---|
| HOME DEPOT INCHD | 27 funds | $1.9B |
| MICROSOFT CORPMSFT | 26 funds | $9.5B |
| META PLATFORMS INC-CLASS AMETA | 26 funds | $5.2B |
| TAIWAN SEMICONDUCTOR-SP ADRTSM | 26 funds | $3.6B |
| ORACLE CORPORCL | 26 funds | $1.3B |
| KIMBERLY-CLARK CORPKMB | 26 funds | $258.6M |
| NVIDIA CORPNVDA | 25 funds | $15.4B |
| AMAZON.COM INCAMZN | 25 funds | $10.2B |
| BROADCOM INCAVGO | 25 funds | $5.0B |
| ALPHABET INC-CL CGOOG | 25 funds | $4.3B |
| TESLA INCTSLA | 25 funds | $3.7B |
| MICRON TECHNOLOGY INCMU | 25 funds | $3.6B |
Ranked by how many of AREC's institutional holders also hold each name, a cross-fund conviction signal.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Nov 10, 2025 | GOLDEN PROPERTIES LTD. | 10% Owner | Sell (S) | 10K | $42K |
| Nov 10, 2025 | GOLDEN PROPERTIES LTD. | 10% Owner | Sell (S) | 10K | $41K |
| Nov 10, 2025 | GOLDEN PROPERTIES LTD. | 10% Owner | Sell (S) | 10K | $41K |
| Nov 10, 2025 | GOLDEN PROPERTIES LTD. | 10% Owner | Sell (S) | 10K | $41K |
| Nov 10, 2025 | GOLDEN PROPERTIES LTD. | 10% Owner | Sell (S) | 10K | $41K |
| Nov 10, 2025 | GOLDEN PROPERTIES LTD. | 10% Owner | Sell (S) | 10K | $41K |
| Nov 10, 2025 | GOLDEN PROPERTIES LTD. | 10% Owner | Sell (S) | 10K | $41K |
| Nov 10, 2025 | GOLDEN PROPERTIES LTD. | 10% Owner | Sell (S) | 10K | $41K |
| Nov 10, 2025 | GOLDEN PROPERTIES LTD. | 10% Owner | Sell (S) | 10K | $41K |
| Nov 10, 2025 | GOLDEN PROPERTIES LTD. | 10% Owner | Sell (S) | 10K | $41K |
| Nov 10, 2025 | GOLDEN PROPERTIES LTD. | 10% Owner | Sell (S) | 10K | $41K |
| Nov 10, 2025 | GOLDEN PROPERTIES LTD. | 10% Owner | Sell (S) | 10K | $41K |
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/AREC/capital-change-brief"
Use Arkolith's capital_change_brief for AREC. 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 AREC. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.