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/ATO/capital-change-brief"
Use Arkolith's capital_change_brief for ATO. 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. | $3.2B | 17.5M | ▲+2.5% Added · +428K sh | Q1 2026 | |
| 2 | STATE STREET CORP | $2.1B | 11.4M | ▲+5.4% Added · +586K sh | Q1 2026 | |
| 3 | VANGUARD CAPITAL MANAGEMENT LLC | $2.0B | 10.7M | ▲New +10.7M sh | Q1 2026 | |
| 4 | VANGUARD PORTFOLIO MANAGEMENT LLC | $1.7B | 9.3M | ▲New +9.3M sh | Q1 2026 | |
| 5 | Aristotle Capital Management, LLC | $899.0M | 4.9M | ▼−24% Reduced · −1.5M sh | Q1 2026 | |
| 6 | GEODE CAPITAL MANAGEMENT, LLC | $798.1M | 4.3M | ▲+2.9% Added · +122K sh | Q1 2026 | |
| 7 | BANK OF AMERICA CORP /DE/ | $775.7M | 4.2M | ▲+11% Added · +417K sh | Q1 2026 | |
| 8 | MORGAN STANLEY | $554.4M | 3.0M | ▲+8.9% Added · +245K sh | Q1 2026 | |
| 9 | PRICE T ROWE ASSOCIATES INC /MD/ | $501.5M | 2.7M | ▼−59% Reduced · −3.9M sh | Q1 2026 | |
| 10 | DEUTSCHE BANK AG\ | $470.5M | 2.5M | ▼−12% Reduced · −340K sh | Q1 2026 | |
| 11 | NORGES BANK | $331.4M | 2.0M | ▲+7.9% Added · +144K sh | Q4 2025 | |
| 12 | GOLDMAN SACHS GROUP INC | $357.5M | 1.9M | ▲+55% Added · +689K sh | Q1 2026 | |
| 13 | MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | $331.4M | 1.8M | ▼−10% Reduced · −203K sh | Q1 2026 | |
| 14 | Legal & General Group Plc | $298.6M | 1.6M | ▲+2.3% Added · +36K sh | Q1 2026 | |
| 15 | NORTHERN TRUST CORP | $286.3M | 1.5M | ▲+2.5% Added · +38K sh | Q1 2026 | |
| 16 | DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt | $275.4M | 1.5M | ▲+18% Added · +223K sh | Q1 2026 | |
| 17 | WELLS FARGO & COMPANY/MN | $245.6M | 1.3M | ▼−1.5% Reduced · −20K sh | Q1 2026 | |
| 18 | Amundi | $240.7M | 1.3M | ▲+50% Added · +432K sh | Q1 2026 | |
| 19 | RAYMOND JAMES FINANCIAL INC | $222.9M | 1.2M | ▲+8.6% Added · +95K sh | Q1 2026 | |
| 20 | Pictet Asset Management Holding SA | $217.1M | 1.2M | ▲+11% Added · +116K sh | Q1 2026 | |
| 21 | Perpetual Ltd | $195.2M | 1.1M | ▼−8.6% Reduced · −107K sh | Q2 2026 | |
| 22 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME | $196.5M | 1.1M | ▲+3.3% Added · +34K sh | Q1 2026 | |
| 23 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $191.5M | 1.0M | ▲+5.7% Added · +56K sh | Q1 2026 | |
| 24 | ProShare Advisors LLC | $189.1M | 1.0M | ▲+7.9% Added · +75K sh | Q1 2026 | |
| 25 | AMERICAN CENTURY COMPANIES INC | $185.2M | 1.0M | ▼−3.6% Reduced · −38K 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 | GARZA RAFAEL G | Director | Grant (A) | 65 | $11K |
| Jul 1, 2026 | Geiser Edward | Director | Grant (A) | 188 | $33K |
| May 2, 2026 | FAULK MICHELLE | Vice President & Controller | Option exercise (M) | 175 | $33K |
| May 2, 2026 | FAULK MICHELLE | Vice President & Controller | Tax withholding (F) | 70 | $13K |
| May 2, 2026 | FAULK MICHELLE | Vice President & Controller | Option exercise (M) | 175 | $0 |
| May 2, 2026 | AKERS JOHN K | PRESIDENT & CEO, Director | Option exercise (M) | 17K | $3.2M |
| May 2, 2026 | AKERS JOHN K | PRESIDENT & CEO, Director | Tax withholding (F) | 6K | $1.2M |
| May 2, 2026 | AKERS JOHN K | PRESIDENT & CEO, Director | Option exercise (M) | 17K | $0 |
| May 2, 2026 | Forsythe Christopher T | SR VICE PRESIDENT & CFO | Option exercise (M) | 4K | $753K |
| May 2, 2026 | Forsythe Christopher T | SR VICE PRESIDENT & CFO | Tax withholding (F) | 2K | $297K |
| May 2, 2026 | Forsythe Christopher T | SR VICE PRESIDENT & CFO | Option exercise (M) | 4K | $0 |
| May 2, 2026 | HARTSFIELD KAREN E | Senior Advisor | Option exercise (M) | 3K | $534K |
| Company | Co-held by | Combined value |
|---|---|---|
| JPMORGAN CHASE & COJPM | 308 funds | $72.8B |
| APPLE INCAAPL | 307 funds | $300.8B |
| ALPHABET INC-CL AGOOGL | 307 funds | $181.4B |
| NVIDIA CORPNVDA | 306 funds | $394.6B |
| MICROSOFT CORPMSFT | 306 funds | $273.8B |
| BROADCOM INCAVGO | 306 funds | $150.7B |
| META PLATFORMS INC-CLASS AMETA | 306 funds | $117.9B |
| VISA INC-CLASS A SHARESV | 306 funds | $61.8B |
| AMAZON.COM INCAMZN | 305 funds | $207.9B |
| ELI LILLY & COLLY | 303 funds | $77.8B |
| MASTERCARD INC - AMA | 301 funds | $54.3B |
| ALPHABET INC-CL CGOOG | 300 funds | $117.4B |
Ranked by how many of ATO'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 ATO. 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.