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/AUB/capital-change-brief"
Use Arkolith's capital_change_brief for AUB. 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. | $734.7M | 20.6M | ▲~0% Added · +9K sh | Q1 2026 | |
| 2 | VANGUARD PORTFOLIO MANAGEMENT LLC | $312.0M | 8.7M | ▲New +8.7M sh | Q1 2026 | |
| 3 | DIMENSIONAL FUND ADVISORS LP | $272.9M | 7.6M | ▲+1.4% Added · +103K sh | Q1 2026 | |
| 4 | STATE STREET CORP | $263.3M | 7.4M | ▲+3.2% Added · +229K sh | Q1 2026 | |
| 5 | VANGUARD CAPITAL MANAGEMENT LLC | $227.6M | 6.4M | ▲New +6.4M sh | Q1 2026 | |
| 6 | T. Rowe Price Investment Management, Inc. | Withheld | 4.8M | ▲+93% Added · +2.3M sh | Q1 2026 | |
| 7 | North Reef Capital Management LP | $153.1M | 4.3M | ▼−6.3% Reduced · −287K sh | Q1 2026 | |
| 8 | GEODE CAPITAL MANAGEMENT, LLC | $124.7M | 3.5M | ▲+3.0% Added · +100K sh | Q1 2026 | |
| 9 | FRANKLIN RESOURCES INC | $120.1M | 3.4M | ▲+3.6% Added · +116K sh | Q1 2026 | |
| 10 | EARNEST PARTNERS LLC | $87.8M | 2.5M | ▼−2.6% Reduced · −67K sh | Q1 2026 | |
| 11 | CONGRESS ASSET MANAGEMENT CO | $80.1M | 2.2M | ▲+14% Added · +277K sh | Q1 2026 | |
| 12 | AMERICAN CENTURY COMPANIES INC | $78.8M | 2.2M | ▼−1.6% Reduced · −37K sh | Q1 2026 | |
| 13 | WESTWOOD HOLDINGS GROUP INC | $71.3M | 2.0M | ▼−1.7% Reduced · −35K sh | Q1 2026 | |
| 14 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $63.6M | 1.8M | ▼−0.3% Reduced · −6K sh | Q1 2026 | |
| 15 | AMERIPRISE FINANCIAL INC | $63.5M | 1.8M | ▲+4.6% Added · +78K sh | Q1 2026 | |
| 16 | GOLDMAN SACHS GROUP INC | $56.2M | 1.6M | ▼−12% Reduced · −207K sh | Q1 2026 | |
| 17 | SYSTEMATIC FINANCIAL MANAGEMENT LP | $54.8M | 1.5M | ▼−0.7% Reduced · −10K sh | Q1 2026 | |
| 18 | MORGAN STANLEY | $53.0M | 1.5M | ▼−4.6% Reduced · −71K sh | Q1 2026 | |
| 19 | NORTHERN TRUST CORP | $51.3M | 1.4M | ▲+3.7% Added · +51K sh | Q1 2026 | |
| 20 | WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | $49.3M | 1.4M | ▲+24% Added · +269K sh | Q1 2026 | |
| 21 | Bank of New York Mellon Corp | $47.9M | 1.3M | ▼−2.7% Reduced · −38K sh | Q1 2026 | |
| 22 | Nuveen, LLC | $47.8M | 1.3M | ▲+0.9% Added · +12K sh | Q1 2026 | |
| 23 | PRINCIPAL FINANCIAL GROUP INC | $34.0M | 951K | ▲+40% Added · +272K sh | Q1 2026 | |
| 24 | BALYASNY ASSET MANAGEMENT L.P. | $33.3M | 931K | ▲+53% Added · +324K sh | Q1 2026 | |
| 25 | VANGUARD FIDUCIARY TRUST CO | $32.8M | 918K | ▲New +918K 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 | Micklem Mark C | Director | Grant (A) | 473 | $0 |
| Jul 1, 2026 | Engola Paul | Director | Grant (A) | 827 | $0 |
| Jul 1, 2026 | Ellett Frank Russell | Director | Grant (A) | 827 | $0 |
| Jul 1, 2026 | KIMBLE DONALD R | Director | Grant (A) | 473 | $0 |
| Jul 1, 2026 | O'Hara Michelle A. | Director | Grant (A) | 473 | $0 |
| Jul 1, 2026 | SHEPHARD JOEL R | Director | Grant (A) | 473 | $20K |
| Jul 1, 2026 | WAMPLER KEITH L | Director | Grant (A) | 473 | $0 |
| Jul 1, 2026 | TILLETT RONALD L | Director | Grant (A) | 473 | $20K |
| Jul 1, 2026 | Wimbush Frederick Blair | Director | Grant (A) | 473 | $20K |
| Jul 1, 2026 | MCCANN PATRICK J | Director | Grant (A) | 473 | $0 |
| Jul 1, 2026 | SCHREINER LINDA V | Director | Grant (A) | 473 | $0 |
| Jul 1, 2026 | SCHRIDER DANIEL J | Director | Grant (A) | 473 | $0 |
| Company | Co-held by | Combined value |
|---|---|---|
| VISA INC-CLASS A SHARESV | 136 funds | $11.2B |
| MICROSOFT CORPMSFT | 135 funds | $54.0B |
| AMAZON.COM INCAMZN | 135 funds | $40.4B |
| ALPHABET INC-CL AGOOGL | 135 funds | $34.3B |
| JPMORGAN CHASE & COJPM | 135 funds | $17.5B |
| NVIDIA CORPNVDA | 133 funds | $70.8B |
| APPLE INCAAPL | 133 funds | $63.5B |
| ELI LILLY & COLLY | 133 funds | $13.6B |
| MASTERCARD INC - AMA | 132 funds | $9.9B |
| BROADCOM INCAVGO | 131 funds | $26.0B |
| TESLA INCTSLA | 131 funds | $15.3B |
| COSTCO WHOLESALE CORPCOST | 131 funds | $8.8B |
Ranked by how many of AUB'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 AUB. 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.