318 tracked 13F filers disclose a position in ASO as of the latest SEC 13F filings, a combined $3.6B 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 | FMR LLC | $563.5M | 10.0M | ▼−0.2% Reduced · −19K sh | Q1 2026 | |
| 2 | BlackRock, Inc. | $555.8M | 9.8M | ▲~0% Added · +576 sh | Q1 2026 | |
| 3 | DIMENSIONAL FUND ADVISORS LP | $227.4M | 4.0M | ▲+1.8% Added · +72K sh | Q1 2026 | |
| 4 | VANGUARD PORTFOLIO MANAGEMENT LLC | $216.4M | 3.8M | →First observed position No prior filed position | Q1 2026 | |
| 5 | VANGUARD CAPITAL MANAGEMENT LLC | $168.9M | 3.0M | →First observed position No prior filed position | Q1 2026 | |
| 6 | STATE STREET CORP | $129.0M | 2.7M | ▲+2.4% Added · +64K sh | Q2 2026 | |
| 7 | AMERICAN CENTURY COMPANIES INC | $135.4M | 2.4M | ▲+5.2% Added · +119K sh | Q1 2026 | |
| 8 | GEODE CAPITAL MANAGEMENT, LLC | $104.1M | 2.2M | ▲+5.5% Added · +114K sh | Q2 2026 | |
| 9 | WESTWOOD HOLDINGS GROUP INC | $90.5M | 1.6M | ▼−11% Reduced · −191K sh | Q1 2026 | |
| 10 | KING LUTHER CAPITAL MANAGEMENT CORP | $87.6M | 1.6M | ▼−1.3% Reduced · −21K sh | Q1 2026 | |
| 11 | MORGAN STANLEY | $60.9M | 1.1M | ▼−33% Reduced · −533K sh | Q1 2026 | |
| 12 | Hood River Capital Management LLC | $42.0M | 891K | ▼−1.7% Reduced · −16K sh | Q2 2026 | |
| 13 | Allianz Asset Management GmbH | $48.6M | 861K | ▲+14% Added · +104K sh | Q1 2026 | |
| 14 | Maple Rock Capital Partners Inc. | $47.4M | 840K | ▲New +840K sh | Q1 2026 | |
| 15 | MARSHALL WACE, LLP | $47.4M | 840K | ▲+153% Added · +508K sh | Q1 2026 | |
| 16 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $47.2M | 837K | ▲+1.9% Added · +16K sh | Q1 2026 | |
| 17 | Stephens Investment Management Group LLC | $34.9M | 741K | ▼−26% Reduced · −264K sh | Q2 2026 | |
| 18 | NORTHERN TRUST CORP | $38.9M | 689K | ▲+4.5% Added · +30K sh | Q1 2026 | |
| 19 | UBS Group AG | $35.5M | 628K | ▲+60% Added · +235K sh | Q1 2026 | |
| 20 | NORGES BANK | $29.3M | 586K | ▼−23% Reduced · −177K sh | Q4 2025 | |
| 21 | GOLDMAN SACHS GROUP INC | $33.1M | 586K | ▼−15% Reduced · −104K sh | Q1 2026 | |
| 22 | Bank of New York Mellon Corp | $33.0M | 584K | ▼−0.9% Reduced · −5K sh | Q1 2026 | |
| 23 | HEARTLAND ADVISORS INC | $26.6M | 564K | ▲+71% Added · +235K sh | Q2 2026 | |
| 24 | FRANKLIN RESOURCES INC | $30.1M | 533K | ▲+347% Added · +414K sh | Q1 2026 | |
| 25 | GREATMARK INVESTMENT PARTNERS, INC. | $24.5M | 519K | ▼−1.3% Reduced · −7K sh | Q2 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, 3 funds opened a new position in ASO and 32 added to an existing one, while 26 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 |
|---|---|---|
| MICROSOFT CORPMSFT | 167 funds | $219.2B |
| AMAZON.COM INCAMZN | 165 funds | $166.3B |
| ALPHABET INC-CL AGOOGL | 160 funds | $127.9B |
| APPLE INCAAPL | 158 funds | $243.0B |
| NVIDIA CORPNVDA | 157 funds | $325.1B |
| JPMORGAN CHASE & COJPM | 157 funds | $50.7B |
| META PLATFORMS INC-CLASS AMETA | 154 funds | $94.0B |
| ALPHABET INC-CL CGOOG | 153 funds | $104.2B |
| ELI LILLY & COLLY | 151 funds | $64.8B |
| CHEVRON CORPCVX | 151 funds | $25.6B |
| MCDONALD'S CORPMCD | 150 funds | $14.8B |
| BROADCOM INCAVGO | 149 funds | $126.9B |
Ranked by how many of ASO's institutional holders also hold each name, a cross-fund conviction signal.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Jul 16, 2026 | Tweedy Jeffrey C. | Director | Sell (S) | 1K | $58K |
| Apr 16, 2026 | Tweedy Jeffrey C. | Director | Sell (S) | 4K | $240K |
| Dec 15, 2025 | MARLEY BRIAN T | Director | Sell (S) | 4K | $193K |
| Dec 12, 2025 | MARLEY BRIAN T | Director | Sell (S) | 15K | $837K |
| Dec 12, 2025 | MARLEY BRIAN T | Director | Sell (S) | 2K | $107K |
| Jun 26, 2025 | Turner Christopher Lee | Director | Sell (S) | 4K | $196K |
| Sep 18, 2024 | Tweedy Jeffrey C. | Director | Sell (S) | 1K | $74K |
| Jul 16, 2024 | Tweedy Jeffrey C. | Director | Sell (S) | 625 | $34K |
| Apr 23, 2024 | Tweedy Jeffrey C. | Director | Sell (S) | 1K | $72K |
| Jan 2, 2024 | Tweedy Jeffrey C. | Director | Sell (S) | 1K | $69K |
| Nov 15, 2023 | Tweedy Jeffrey C. | Director | Sell (S) | 1K | $53K |
| Sep 28, 2023 | Tweedy Jeffrey C. | Director | Sell (S) | 700 | $33K |
Connected entities for ASO
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/ASO/capital-change-brief"
Use Arkolith's capital_change_brief for ASO. 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 ASO. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.