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/ATLO/capital-change-brief"
Use Arkolith's capital_change_brief for ATLO. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Fourthstone LLC | $19.3M | 683K | ▲+56% Added · +245K sh | Q1 2026 | |
| 2 | BlackRock, Inc. | $17.2M | 609K | ▼−3.4% Reduced · −21K sh | Q1 2026 | |
| 3 | VANGUARD CAPITAL MANAGEMENT LLC | $11.3M | 400K | ▲New +400K sh | Q1 2026 | |
| 4 | DIMENSIONAL FUND ADVISORS LP | $7.7M | 273K | ▲+2.7% Added · +7K sh | Q1 2026 | |
| 5 | Curated Wealth Partners LLC | $236K | 240K | ▲New +240K sh | Q2 2026 | |
| 6 | GEODE CAPITAL MANAGEMENT, LLC | $5.7M | 202K | ▼−1.5% Reduced · −3K sh | Q1 2026 | |
| 7 | STATE STREET CORP | $4.3M | 152K | ▲+15% Added · +20K sh | Q1 2026 | |
| 8 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $2.8M | 100K | ▲+1.6% Added · +2K sh | Q1 2026 | |
| 9 | NORTHERN TRUST CORP | $2.0M | 70K | ▲+6.2% Added · +4K sh | Q1 2026 | |
| 10 | LPL Financial LLC | $1.6M | 57K | ▼−1.4% Reduced · −798 sh | Q1 2026 | |
| 11 | MARSHALL WACE, LLP | $1.6M | 57K | ▲New +57K sh | Q1 2026 | |
| 12 | VANGUARD FIDUCIARY TRUST CO | $1.6M | 56K | ▲New +56K sh | Q1 2026 | |
| 13 | VANGUARD PORTFOLIO MANAGEMENT LLC | $1.5M | 51K | ▲New +51K sh | Q1 2026 | |
| 14 | MORGAN STANLEY | $1.3M | 47K | ▼−12% Reduced · −6K sh | Q1 2026 | |
| 15 | AMERICAN CENTURY COMPANIES INC | $1.3M | 45K | ▲+380% Added · +36K sh | Q1 2026 | |
| 16 | GOLDMAN SACHS GROUP INC | $1.3M | 44K | ▲+322% Added · +34K sh | Q1 2026 | |
| 17 | SEGALL BRYANT & HAMILL, LLC | $1.1M | 40K | —Held | Q1 2026 | |
| 18 | RENAISSANCE TECHNOLOGIES LLC | $1.1M | 38K | ▼−16% Reduced · −7K sh | Q1 2026 | |
| 19 | O'SHAUGHNESSY ASSET MANAGEMENT, LLC | $950K | 34K | ▲+30% Added · +8K sh | Q1 2026 | |
| 20 | AQR CAPITAL MANAGEMENT LLC | $908K | 32K | ▲+6.7% Added · +2K sh | Q1 2026 | |
| 21 | RITHOLTZ WEALTH MANAGEMENT | $879K | 31K | ▲+57% Added · +11K sh | Q1 2026 | |
| 22 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $865K | 31K | ▼−1.1% Reduced · −358 sh | Q1 2026 | |
| 23 | FIRST TRUST ADVISORS LP | $838K | 30K | ▲+63% Added · +11K sh | Q1 2026 | |
| 24 | Bank of New York Mellon Corp | $777K | 28K | ▼−10% Reduced · −3K sh | Q1 2026 | |
| 25 | Connor, Clark & Lunn Investment Management Ltd. | $761K | 27K | ▲+29% Added · +6K 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 |
|---|---|---|---|---|---|
| May 29, 2026 | Cassabaum Michelle R | Director | Buy (P) | 170 | $5K |
| May 15, 2026 | Hagan Patrick G | Director | Buy (P) | 200 | $6K |
| May 12, 2026 | Hagan Patrick G | Director | Buy (P) | 100 | $3K |
| Apr 30, 2026 | Cassabaum Michelle R | Director | Buy (P) | 84 | $2K |
| Feb 27, 2026 | Cassabaum Michelle R | Director | Buy (P) | 205 | $6K |
| Jan 30, 2026 | Cassabaum Michelle R | Director | Buy (P) | 280 | $7K |
| Dec 10, 2025 | Trost Scot A. | Director | Buy (P) | 200 | $5K |
| Dec 2, 2025 | Bauer Scott T | Insider | Buy (P) | 20 | $434 |
| Nov 21, 2025 | Swartz Kevin L | Director | Buy (P) | 200 | $4K |
| Nov 17, 2025 | PUTZIER JEFFREY K | Insider | Buy (P) | 200 | $4K |
| Nov 13, 2025 | Beals Douglas W | Director | Buy (P) | 500 | $11K |
| Oct 31, 2025 | Cassabaum Michelle R | Director | Buy (P) | 44 | $916 |
| Company | Co-held by | Combined value |
|---|---|---|
| APPLE INCAAPL | 24 funds | $8.0B |
| NVIDIA CORPNVDA | 24 funds | $7.7B |
| MICROSOFT CORPMSFT | 24 funds | $5.4B |
| AMAZON.COM INCAMZN | 24 funds | $4.0B |
| ALPHABET INC-CL AGOOGL | 24 funds | $3.6B |
| ALPHABET INC-CL CGOOG | 24 funds | $2.7B |
| META PLATFORMS INC-CLASS AMETA | 24 funds | $2.2B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 24 funds | $1.7B |
| WALMART INCWMT | 24 funds | $1.5B |
| VISA INC-CLASS A SHARESV | 24 funds | $1.4B |
| RTX CORPRTX | 24 funds | $674.9M |
| TJX COMPANIES INCTJX | 24 funds | $658.1M |
Ranked by how many of ATLO'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 ATLO. 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.