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.
| # | 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 | ▲New +3.8M sh | Q1 2026 | |
| 5 | VANGUARD CAPITAL MANAGEMENT LLC | $168.9M | 3.0M | ▲New +3.0M sh | Q1 2026 | |
| 6 | STATE STREET CORP | $150.8M | 2.7M | ▼−1.9% Reduced · −51K sh | Q1 2026 | |
| 7 | AMERICAN CENTURY COMPANIES INC | $135.4M | 2.4M | ▲+5.2% Added · +119K sh | Q1 2026 | |
| 8 | GEODE CAPITAL MANAGEMENT, LLC | $118.3M | 2.1M | ▲+4.4% Added · +88K sh | Q1 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 | Stephens Investment Management Group LLC | $56.7M | 1.0M | ▼−19% Reduced · −229K sh | Q1 2026 | |
| 13 | Hood River Capital Management LLC | $51.2M | 907K | ▼−1.9% Reduced · −18K sh | Q1 2026 | |
| 14 | Allianz Asset Management GmbH | $48.6M | 861K | ▲+14% Added · +104K sh | Q1 2026 | |
| 15 | Maple Rock Capital Partners Inc. | $47.4M | 840K | ▲New +840K sh | Q1 2026 | |
| 16 | MARSHALL WACE, LLP | $47.4M | 840K | ▲+153% Added · +508K sh | Q1 2026 | |
| 17 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $47.2M | 837K | ▲+1.9% Added · +16K sh | Q1 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 | FRANKLIN RESOURCES INC | $30.1M | 533K | ▲+347% Added · +414K sh | Q1 2026 | |
| 24 | BANK OF AMERICA CORP /DE/ | $27.7M | 491K | ▼−22% Reduced · −142K sh | Q1 2026 | |
| 25 | CRAWFORD INVESTMENT COUNSEL INC | $25.8M | 457K | ▼−0.5% Reduced · −2K 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 16, 2026 | Tweedy Jeffrey C. | Director | Sell (S) | 1K | $58K |
| Jun 15, 2026 | Tweedy Jeffrey C. | Director | Grant (A) | 3K | $0 |
| Jun 15, 2026 | Picou Monique | Director | Grant (A) | 3K | $0 |
| Jun 15, 2026 | Beck Wendy A. | Director | Grant (A) | 3K | $0 |
| Jun 15, 2026 | Nealon Thomas M | Director | Grant (A) | 3K | $0 |
| Jun 15, 2026 | RAFF BERYL | Director | Grant (A) | 3K | $0 |
| Jun 15, 2026 | Palermo Theresa | Director | Grant (A) | 3K | $0 |
| Jun 15, 2026 | HICKS KEN C | Director | Grant (A) | 6K | $0 |
| Jun 15, 2026 | MARLEY BRIAN T | Director | Grant (A) | 3K | $0 |
| Jun 15, 2026 | Dastugue Michael | Director | Grant (A) | 3K | $0 |
| Jun 15, 2026 | Johnson Clay M | Director | Grant (A) | 3K | $0 |
| Jun 15, 2026 | Hennessy Shannon | Director | Grant (A) | 3K | $0 |
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 127 funds | $49.7B |
| ALPHABET INC-CL AGOOGL | 122 funds | $33.0B |
| NVIDIA CORPNVDA | 121 funds | $70.6B |
| AMAZON.COM INCAMZN | 121 funds | $40.7B |
| META PLATFORMS INC-CLASS AMETA | 120 funds | $23.4B |
| APPLE INCAAPL | 118 funds | $59.0B |
| ALPHABET INC-CL CGOOG | 117 funds | $21.0B |
| TESLA INCTSLA | 117 funds | $16.1B |
| ELI LILLY & COLLY | 117 funds | $13.2B |
| VISA INC-CLASS A SHARESV | 117 funds | $10.9B |
| LAM RESEARCH CORPLRCX | 117 funds | $7.3B |
| NETFLIX INCNFLX | 117 funds | $6.6B |
Ranked by how many of ASO'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 ASO. 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.