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/AVA/capital-change-brief"
Use Arkolith's capital_change_brief for AVA. 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. | $571.7M | 14.2M | ▼−3.1% Reduced · −458K sh | Q1 2026 | |
| 2 | VANGUARD PORTFOLIO MANAGEMENT LLC | $280.2M | 7.0M | ▲New +7.0M sh | Q1 2026 | |
| 3 | STATE STREET CORP | $206.4M | 5.1M | ▼−3.0% Reduced · −162K sh | Q1 2026 | |
| 4 | VANGUARD CAPITAL MANAGEMENT LLC | $148.2M | 3.7M | ▲New +3.7M sh | Q1 2026 | |
| 5 | WESTWOOD HOLDINGS GROUP INC | $101.9M | 2.5M | ▼−3.0% Reduced · −79K sh | Q1 2026 | |
| 6 | GEODE CAPITAL MANAGEMENT, LLC | $82.8M | 2.1M | ▲+3.8% Added · +76K sh | Q1 2026 | |
| 7 | MORGAN STANLEY | $68.2M | 1.7M | ▼−6.0% Reduced · −109K sh | Q1 2026 | |
| 8 | DIMENSIONAL FUND ADVISORS LP | $60.9M | 1.5M | ▲+0.3% Added · +5K sh | Q1 2026 | |
| 9 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $47.8M | 1.2M | ▼−0.9% Reduced · −11K sh | Q1 2026 | |
| 10 | FIRST TRUST ADVISORS LP | $41.4M | 1.0M | ▼−0.8% Reduced · −9K sh | Q1 2026 | |
| 11 | TWO SIGMA INVESTMENTS, LP | $40.8M | 1.0M | ▲+125% Added · +564K sh | Q1 2026 | |
| 12 | GOLDMAN SACHS GROUP INC | $40.2M | 1.0M | ▼−12% Reduced · −137K sh | Q1 2026 | |
| 13 | Bank of New York Mellon Corp | $36.5M | 910K | ▼−3.0% Reduced · −28K sh | Q1 2026 | |
| 14 | HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | $33.7M | 839K | ▼−2.9% Reduced · −25K sh | Q1 2026 | |
| 15 | NORTHERN TRUST CORP | $32.4M | 807K | ▲+1.9% Added · +15K sh | Q1 2026 | |
| 16 | VICTORY CAPITAL MANAGEMENT INC | $29.6M | 738K | ▲+3.1% Added · +23K sh | Q1 2026 | |
| 17 | Qube Research & Technologies Ltd | $29.1M | 726K | ▲+111% Added · +383K sh | Q1 2026 | |
| 18 | D. E. Shaw & Co., Inc. | $24.3M | 605K | ▲+72% Added · +253K sh | Q1 2026 | |
| 19 | GAMCO INVESTORS, INC. ET AL | $22.1M | 550K | ▲+8.4% Added · +42K sh | Q1 2026 | |
| 20 | SEI INVESTMENTS CO | $21.4M | 533K | ▲+10% Added · +49K sh | Q1 2026 | |
| 21 | FMR LLC | $21.3M | 531K | ▲+60% Added · +200K sh | Q1 2026 | |
| 22 | VANGUARD FIDUCIARY TRUST CO | $21.1M | 525K | ▲New +525K sh | Q1 2026 | |
| 23 | PRINCIPAL FINANCIAL GROUP INC | $19.7M | 492K | ▼−16% Reduced · −95K sh | Q1 2026 | |
| 24 | Nuveen, LLC | $19.0M | 474K | ▲+7.1% Added · +31K sh | Q1 2026 | |
| 25 | GABELLI FUNDS LLC | $19.0M | 472K | ▲+3.0% Added · +14K 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 |
|---|---|---|---|---|---|
| Jun 15, 2026 | MEYER DAVID J | Insider | Other (J) | 45 | $2K |
| May 15, 2026 | MEYER DAVID J | Insider | Other (J) | 45 | $2K |
| May 14, 2026 | Thackston Jason R | Senior Vice President | Gift (G) | 3K | $132K |
| May 8, 2026 | Philipps Jeffry L. | Director | Grant (A) | 4K | $145K |
| May 8, 2026 | MORRIS SCOTT L | Director | Grant (A) | 4K | $145K |
| May 8, 2026 | Maw Scott Harlan | Director | Grant (A) | 4K | $145K |
| May 8, 2026 | Jacobsen Kevin B | Director | Grant (A) | 4K | $145K |
| May 8, 2026 | BURKE DONALD C | Director | Grant (A) | 4K | $145K |
| May 8, 2026 | Bentz Julie A. | Director | Grant (A) | 4K | $145K |
| May 8, 2026 | STANLEY HEIDI B | Director | Grant (A) | 4K | $145K |
| May 8, 2026 | KLEIN REBECCA A | Director | Grant (A) | 4K | $145K |
| May 8, 2026 | Kwawu Sena M | Director | Grant (A) | 4K | $145K |
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 134 funds | $49.8B |
| AMAZON.COM INCAMZN | 134 funds | $36.6B |
| ELI LILLY & COLLY | 132 funds | $12.6B |
| ALPHABET INC-CL AGOOGL | 131 funds | $31.2B |
| META PLATFORMS INC-CLASS AMETA | 131 funds | $22.3B |
| MASTERCARD INC - AMA | 131 funds | $8.3B |
| COSTCO WHOLESALE CORPCOST | 130 funds | $8.6B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 129 funds | $11.4B |
| VISA INC-CLASS A SHARESV | 129 funds | $9.3B |
| BANK OF AMERICA CORPBAC | 129 funds | $5.5B |
| NVIDIA CORPNVDA | 128 funds | $69.5B |
| APPLE INCAAPL | 128 funds | $58.0B |
Ranked by how many of AVA'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 AVA. 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.