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/ARKO/capital-change-brief"
Use Arkolith's capital_change_brief for ARKO. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | DAVIDSON KEMPNER CAPITAL MANAGEMENT LP | $128.7M | 23.1M | —Held | Q1 2026 | |
| 2 | BlackRock, Inc. | $29.1M | 5.2M | ▼−5.8% Reduced · −325K sh | Q1 2026 | |
| 3 | DIMENSIONAL FUND ADVISORS LP | $16.8M | 3.0M | ▲+7.3% Added · +207K sh | Q1 2026 | |
| 4 | VANGUARD CAPITAL MANAGEMENT LLC | $15.0M | 2.7M | ▲New +2.7M sh | Q1 2026 | |
| 5 | ARES MANAGEMENT LLC | $11.7M | 2.1M | —Held | Q1 2026 | |
| 6 | Phoenix Financial Ltd. | $10.8M | 1.9M | ▼−73% Reduced · −5.4M sh | Q1 2026 | |
| 7 | GEODE CAPITAL MANAGEMENT, LLC | $10.5M | 1.9M | ▼−1.1% Reduced · −21K sh | Q1 2026 | |
| 8 | STATE STREET CORP | $10.0M | 1.8M | ▲+6.5% Added · +110K sh | Q1 2026 | |
| 9 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $8.2M | 1.5M | ▲New +1.5M sh | Q1 2026 | |
| 10 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $7.9M | 1.4M | ▼−2.4% Reduced · −35K sh | Q1 2026 | |
| 11 | JPMORGAN CHASE & CO | $6.5M | 1.2M | ▲22× Added · +1.1M sh | Q1 2026 | |
| 12 | MARSHALL WACE, LLP | $6.3M | 1.1M | ▲+135% Added · +653K sh | Q1 2026 | |
| 13 | Bank of New York Mellon Corp | $4.3M | 770K | ▼−0.3% Reduced · −2K sh | Q1 2026 | |
| 14 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | $4.3M | 768K | ▲+6.3% Added · +46K sh | Q1 2026 | |
| 15 | JACOBS LEVY EQUITY MANAGEMENT, INC | $4.1M | 735K | ▲+145% Added · +435K sh | Q1 2026 | |
| 16 | TWO SIGMA INVESTMENTS, LP | $3.6M | 653K | ▲+219% Added · +449K sh | Q1 2026 | |
| 17 | GOLDMAN SACHS GROUP INC | $3.6M | 653K | ▲+215% Added · +445K sh | Q1 2026 | |
| 18 | JANE STREET GROUP, LLC | $3.6M | 645K | ▲+109% Added · +336K sh | Q1 2026 | |
| 19 | VANGUARD PORTFOLIO MANAGEMENT LLC | $3.4M | 607K | ▲New +607K sh | Q1 2026 | |
| 20 | Ancora Advisors LLC | $3.3M | 585K | ▲New +585K sh | Q1 2026 | |
| 21 | NORTHERN TRUST CORP | $3.1M | 553K | ▲+70% Added · +227K sh | Q1 2026 | |
| 22 | Empowered Funds, LLC | $2.8M | 512K | ▲New +512K sh | Q1 2026 | |
| 23 | VANGUARD FIDUCIARY TRUST CO | $2.7M | 480K | ▲New +480K sh | Q1 2026 | |
| 24 | MILLENNIUM MANAGEMENT LLC | $2.5M | 452K | ▲+104% Added · +231K sh | Q1 2026 | |
| 25 | CITADEL ADVISORS LLC | $2.3M | 406K | ▲+126% Added · +226K 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 | FRIEDMAN AVRAM Z | Director | Grant (A) | 5K | $0 |
| Jul 1, 2026 | HEYER ANDREW R | Director | Grant (A) | 6K | $0 |
| Jul 1, 2026 | Fogel Yona | Director | Grant (A) | 1K | $0 |
| Jul 1, 2026 | Edmiston Sherman III | Director | Grant (A) | 306 | $0 |
| Jun 11, 2026 | Bricks Maury | General Counsel/Secretary | Sell (S) | 10K | $85K |
| Jun 10, 2026 | Bricks Maury | General Counsel/Secretary | Sell (S) | 10K | $80K |
| Jun 5, 2026 | Bricks Maury | General Counsel/Secretary | Sell (S) | 15K | $115K |
| Jun 4, 2026 | Shapira Karet Laura | Director | Grant (A) | 21K | $0 |
| Jun 4, 2026 | Edmiston Sherman III | Director | Grant (A) | 21K | $0 |
| Jun 4, 2026 | HEYER ANDREW R | Director | Grant (A) | 21K | $0 |
| Jun 4, 2026 | Fogel Yona | Director | Grant (A) | 21K | $0 |
| Jun 4, 2026 | FRIEDMAN AVRAM Z | Director | Grant (A) | 21K | $0 |
| Company | Co-held by | Combined value |
|---|---|---|
| BROADCOM INCAVGO | 50 funds | $11.4B |
| MICROSOFT CORPMSFT | 49 funds | $19.6B |
| AMAZON.COM INCAMZN | 49 funds | $15.5B |
| MICRON TECHNOLOGY INCMU | 49 funds | $5.4B |
| NVIDIA CORPNVDA | 48 funds | $30.1B |
| META PLATFORMS INC-CLASS AMETA | 48 funds | $9.4B |
| UNITEDHEALTH GROUP INCUNH | 47 funds | $2.2B |
| CAPITAL ONE FINANCIAL CORPCOF | 47 funds | $1.7B |
| COMFORT SYSTEMS USA INCFIX | 47 funds | $1.1B |
| VISTRA CORPVST | 47 funds | $698.9M |
| NETFLIX INCNFLX | 46 funds | $2.3B |
| CUMMINS INCCMI | 46 funds | $1.1B |
Ranked by how many of ARKO'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 ARKO. 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.