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/AVAV/capital-change-brief"
Use Arkolith's capital_change_brief for AVAV. 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. | $907.9M | 5.0M | ▼−12% Reduced · −708K sh | Q1 2026 | |
| 2 | STATE STREET CORP | $419.1M | 2.3M | ▲+16% Added · +308K sh | Q1 2026 | |
| 3 | VANGUARD PORTFOLIO MANAGEMENT LLC | $310.0M | 1.7M | ▲New +1.7M sh | Q1 2026 | |
| 4 | VANGUARD CAPITAL MANAGEMENT LLC | $295.9M | 1.6M | ▲New +1.6M sh | Q1 2026 | |
| 5 | BAILLIE GIFFORD & CO | $187.9M | 1.0M | ▼−13% Reduced · −153K sh | Q1 2026 | |
| 6 | MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $171.5M | 937K | ▲+30% Added · +218K sh | Q1 2026 | |
| 7 | GEODE CAPITAL MANAGEMENT, LLC | $167.3M | 914K | ▲+3.3% Added · +29K sh | Q1 2026 | |
| 8 | Alyeska Investment Group, L.P. | $132.1M | 721K | ▲+85% Added · +332K sh | Q1 2026 | |
| 9 | Heard Capital LLC | $132.0M | 721K | ▼−0.1% Reduced · −798 sh | Q1 2026 | |
| 10 | VAN ECK ASSOCIATES CORP | Withheld | 688K | ▲+7.7% Added · +49K sh | Q1 2026 | |
| 11 | UBS Group AG | $109.7M | 600K | ▼−3.9% Reduced · −24K sh | Q1 2026 | |
| 12 | ARK Investment Management LLC | $102.4M | 559K | ▲+29% Added · +126K sh | Q1 2026 | |
| 13 | Stephens Investment Management Group LLC | $89.8M | 490K | ▲+19% Added · +78K sh | Q1 2026 | |
| 14 | AMERICAN CAPITAL MANAGEMENT INC | $79.9M | 436K | ▼−33% Reduced · −211K sh | Q1 2026 | |
| 15 | MORGAN STANLEY | $77.0M | 420K | ▲+19% Added · +66K sh | Q1 2026 | |
| 16 | NORTHERN TRUST CORP | $73.2M | 400K | ▲+2.1% Added · +8K sh | Q1 2026 | |
| 17 | CONGRESS ASSET MANAGEMENT CO | $71.8M | 393K | ▲+27% Added · +82K sh | Q1 2026 | |
| 18 | NORGES BANK | $94.7M | 391K | ▲+47% Added · +126K sh | Q4 2025 | |
| 19 | AMERIPRISE FINANCIAL INC | $60.0M | 328K | ▼−26% Reduced · −113K sh | Q1 2026 | |
| 20 | GOLDMAN SACHS GROUP INC | $59.5M | 325K | ▲+47% Added · +104K sh | Q1 2026 | |
| 21 | BNP PARIBAS FINANCIAL MARKETS | $55.9M | 305K | ▲+5.4% Added · +16K sh | Q1 2026 | |
| 22 | Fisher Asset Management, LLC | $55.6M | 304K | ▲+7.0% Added · +20K sh | Q1 2026 | |
| 23 | Champlain Investment Partners, LLC | $54.0M | 295K | ▲New +295K sh | Q1 2026 | |
| 24 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $53.2M | 291K | ▼−2.2% Reduced · −7K sh | Q1 2026 | |
| 25 | Swedbank AB | $50.0M | 273K | ▲+4.6% Added · +12K 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 | Shackley Brian Charles | SVP, Chief Accounting Officer | Sell (S) | 300 | $43K |
| Jul 15, 2026 | PAGE STEPHEN F | Director | Sell (S) | 248 | $35K |
| Jul 13, 2026 | MULLER EDWARD R | Director | Other (J) | 996 | $0 |
| Jul 13, 2026 | MULLER EDWARD R | Director | Other (J) | 996 | $0 |
| Jul 10, 2026 | McDaniel Clum Mary Elizabeth | President, Space, Cyber & DE | Tax withholding (F) | 58 | $8K |
| Jul 10, 2026 | Brown Melissa Ann | EVP, Chief Legal Officer | Tax withholding (F) | 813 | $118K |
| Jul 10, 2026 | Nawabi Wahid | Chair, President and CEO, Director | Tax withholding (F) | 5K | $758K |
| Jul 10, 2026 | Woodward Sean Thomas | CFO | Tax withholding (F) | 236 | $34K |
| Jul 10, 2026 | Stevenson Trace E | President, Autonomous Systems | Tax withholding (F) | 545 | $79K |
| Jul 10, 2026 | Shackley Brian Charles | SVP, Chief Accounting Officer | Tax withholding (F) | 243 | $35K |
| Jul 2, 2026 | Nawabi Wahid | Chair, President and CEO, Director | Grant (A) | 16K | $0 |
| Jul 2, 2026 | Brown Melissa Ann | EVP, Chief Legal Officer | Grant (A) | 2K | $0 |
| Company | Co-held by | Combined value |
|---|---|---|
| AMAZON.COM INCAMZN | 192 funds | $52.0B |
| MICROSOFT CORPMSFT | 191 funds | $66.9B |
| NVIDIA CORPNVDA | 190 funds | $96.6B |
| BROADCOM INCAVGO | 190 funds | $34.7B |
| META PLATFORMS INC-CLASS AMETA | 190 funds | $29.6B |
| ALPHABET INC-CL AGOOGL | 189 funds | $44.5B |
| APPLE INCAAPL | 188 funds | $76.8B |
| NETFLIX INCNFLX | 187 funds | $10.9B |
| TESLA INCTSLA | 186 funds | $19.1B |
| ELI LILLY & COLLY | 186 funds | $16.5B |
| VISA INC-CLASS A SHARESV | 186 funds | $15.3B |
| ALPHABET INC-CL CGOOG | 184 funds | $29.9B |
Ranked by how many of AVAV'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 AVAV. 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.