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/ASX/capital-change-brief"
Use Arkolith's capital_change_brief for ASX. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | $481.0M | 22.2M | ▲+14% Added · +2.7M sh | Q1 2026 | |
| 2 | LAZARD ASSET MANAGEMENT LLC | $293.3M | 13.5M | ▼−32% Reduced · −6.5M sh | Q1 2026 | |
| 3 | UBS Group AG | $201.3M | 9.3M | ▲+2.7% Added · +245K sh | Q1 2026 | |
| 4 | BANK OF AMERICA CORP /DE/ | $148.1M | 6.8M | ▼−22% Reduced · −1.9M sh | Q1 2026 | |
| 5 | MORGAN STANLEY | $145.9M | 6.7M | ▼−37% Reduced · −3.9M sh | Q1 2026 | |
| 6 | GOLDMAN SACHS GROUP INC | $126.7M | 5.8M | ▼−3.0% Reduced · −182K sh | Q1 2026 | |
| 7 | AMERICAN CENTURY COMPANIES INC | $126.3M | 5.8M | ▲+38% Added · +1.6M sh | Q1 2026 | |
| 8 | Fisher Asset Management, LLC | $104.2M | 4.8M | ▲+3.5% Added · +163K sh | Q1 2026 | |
| 9 | Cullen Capital Management, LLC | $87.0M | 4.0M | ▼−28% Reduced · −1.6M sh | Q1 2026 | |
| 10 | Rafferty Asset Management, LLC | $77.6M | 3.6M | ▼−23% Reduced · −1.1M sh | Q1 2026 | |
| 11 | CITIGROUP INC | $75.0M | 3.5M | ▲+9.4% Added · +299K sh | Q1 2026 | |
| 12 | BARCLAYS PLC | $73.1M | 3.4M | ▼−10% Reduced · −377K sh | Q1 2026 | |
| 13 | JANE STREET GROUP, LLC | $68.2M | 3.1M | ▲+382% Added · +2.5M sh | Q1 2026 | |
| 14 | JPMORGAN CHASE & CO | $55.3M | 2.6M | ▼−16% Reduced · −496K sh | Q1 2026 | |
| 15 | HSBC HOLDINGS PLC | $43.7M | 2.0M | ▲+7.5% Added · +141K sh | Q1 2026 | |
| 16 | ENVESTNET ASSET MANAGEMENT INC | $43.3M | 2.0M | ▼−22% Reduced · −558K sh | Q1 2026 | |
| 17 | Creative Planning | $41.1M | 1.9M | ▲+38% Added · +526K sh | Q1 2026 | |
| 18 | JONES FINANCIAL COMPANIES LLLP | $39.5M | 1.8M | ▲133× Added · +1.8M sh | Q1 2026 | |
| 19 | DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt | $38.9M | 1.8M | ▲New +1.8M sh | Q1 2026 | |
| 20 | EARNEST PARTNERS LLC | $37.5M | 1.7M | ▼−13% Reduced · −258K sh | Q1 2026 | |
| 21 | Point72 Asset Management, L.P. | $36.3M | 1.7M | ▲+313% Added · +1.3M sh | Q1 2026 | |
| 22 | Bridgewater Associates, LP | $33.6M | 1.5M | ▲New +1.5M sh | Q1 2026 | |
| 23 | DIMENSIONAL FUND ADVISORS LP | $30.3M | 1.4M | ▲+9.8% Added · +125K sh | Q1 2026 | |
| 24 | NORTHERN TRUST CORP | $25.8M | 1.2M | ▼−4.8% Reduced · −60K sh | Q1 2026 | |
| 25 | WELLS FARGO & COMPANY/MN | $25.2M | 1.2M | ▼−20% Reduced · −292K 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 15, 2026 | Uang Du-Tsuen | Chief Administration Officer | Sell (S) | 3K | $2.1M |
| Jul 13, 2026 | Chang Hung Pen | Director | Option exercise (M) | 1.5M | $0 |
| Jul 13, 2026 | Chang Hung Pen | Director | Option exercise (M) | 3.0M | $0 |
| Jul 13, 2026 | Chang Hung Pen | Director | Option exercise (M) | 1.5M | $147.9M |
| Jul 13, 2026 | Chang Hung Pen | Director | Option exercise (M) | 3.0M | $123.3M |
| Jul 6, 2026 | Uang Du-Tsuen | Chief Administration Officer | Sell (S) | 2K | $1.4M |
| Jul 1, 2026 | Uang Du-Tsuen | Chief Administration Officer | Sell (S) | 3K | $2.1M |
| Jun 30, 2026 | Uang Du-Tsuen | Chief Administration Officer | Sell (S) | 3K | $2.0M |
| Jun 30, 2026 | Uang Du-Tsuen | Chief Administration Officer | Sell (S) | 2K | $1.4M |
| Jun 23, 2026 | Uang Du-Tsuen | Chief Administration Officer | Sell (S) | 3K | $2.1M |
| Jun 22, 2026 | Uang Du-Tsuen | Chief Administration Officer | Sell (S) | 5K | $3.3M |
| Jun 18, 2026 | Uang Du-Tsuen | Chief Administration Officer | Sell (S) | 3K | $1.8M |
| Company | Co-held by | Combined value |
|---|---|---|
| ALPHABET INC-CL AGOOGL | 138 funds | $26.6B |
| TAIWAN SEMICONDUCTOR-SP ADRTSM | 138 funds | $9.2B |
| MICROSOFT CORPMSFT | 137 funds | $40.6B |
| AMAZON.COM INCAMZN | 137 funds | $30.2B |
| ELI LILLY & COLLY | 137 funds | $11.0B |
| COSTCO WHOLESALE CORPCOST | 137 funds | $8.6B |
| MASTERCARD INC - AMA | 137 funds | $7.4B |
| META PLATFORMS INC-CLASS AMETA | 136 funds | $16.8B |
| VISA INC-CLASS A SHARESV | 136 funds | $10.3B |
| ADVANCED MICRO DEVICESAMD | 136 funds | $5.4B |
| LAM RESEARCH CORPLRCX | 136 funds | $5.3B |
| UNITEDHEALTH GROUP INCUNH | 136 funds | $3.3B |
Ranked by how many of ASX'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 ASX. 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.