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/AVTR/capital-change-brief"
Use Arkolith's capital_change_brief for AVTR. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | DODGE & COX | $938.0M | 119.6M | ▲+2.2% Added · +2.6M sh | Q1 2026 | |
| 2 | BlackRock, Inc. | $515.1M | 65.7M | ▲+10% Added · +6.1M sh | Q1 2026 | |
| 3 | VANGUARD PORTFOLIO MANAGEMENT LLC | $245.2M | 31.3M | ▲New +31.3M sh | Q1 2026 | |
| 4 | VANGUARD CAPITAL MANAGEMENT LLC | $240.0M | 30.6M | ▲New +30.6M sh | Q1 2026 | |
| 5 | GREENHAVEN ASSOCIATES INC | $177.1M | 22.6M | ▲+10% Added · +2.1M sh | Q1 2026 | |
| 6 | BARROW HANLEY MEWHINNEY & STRAUSS LLC | $175.3M | 22.4M | ▼−33% Reduced · −10.9M sh | Q1 2026 | |
| 7 | STATE STREET CORP | $162.5M | 20.7M | ▲+2.5% Added · +512K sh | Q1 2026 | |
| 8 | Engine Capital Management, LP | $155.1M | 19.8M | ▲+66% Added · +7.9M sh | Q1 2026 | |
| 9 | DIMENSIONAL FUND ADVISORS LP | $132.4M | 16.9M | ▲+16% Added · +2.3M sh | Q1 2026 | |
| 10 | T. Rowe Price Investment Management, Inc. | Withheld | 14.8M | ▼−54% Reduced · −17.3M sh | Q1 2026 | |
| 11 | D. E. Shaw & Co., Inc. | $102.8M | 13.1M | ▲+111% Added · +6.9M sh | Q1 2026 | |
| 12 | GEODE CAPITAL MANAGEMENT, LLC | $101.1M | 12.9M | ▲+7.6% Added · +913K sh | Q1 2026 | |
| 13 | LONDON CO OF VIRGINIA | $85.1M | 10.9M | ▼−9.1% Reduced · −1.1M sh | Q1 2026 | |
| 14 | FULLER & THALER ASSET MANAGEMENT, INC. | $83.4M | 10.6M | ▲+555% Added · +9.0M sh | Q1 2026 | |
| 15 | First Pacific Advisors, LP | $63.4M | 8.1M | ▲+104% Added · +4.1M sh | Q1 2026 | |
| 16 | FMR LLC | $59.7M | 7.6M | ▼−0.8% Reduced · −60K sh | Q1 2026 | |
| 17 | VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. | $73.2M | 7.4M | ▲New +7.4M sh | Q2 2026 | |
| 18 | BANK OF AMERICA CORP /DE/ | $55.4M | 7.1M | ▲+24% Added · +1.4M sh | Q1 2026 | |
| 19 | NORGES BANK | $73.3M | 6.4M | ▼−20% Reduced · −1.6M sh | Q4 2025 | |
| 20 | MORGAN STANLEY | $47.8M | 6.1M | ▼−65% Reduced · −11.4M sh | Q1 2026 | |
| 21 | EARNEST PARTNERS LLC | $47.2M | 6.0M | ▼−0.1% Reduced · −7K sh | Q1 2026 | |
| 22 | NORTHERN TRUST CORP | $42.8M | 5.5M | ▲+2.8% Added · +149K sh | Q1 2026 | |
| 23 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $42.4M | 5.4M | ▲+11% Added · +531K sh | Q1 2026 | |
| 24 | SEI INVESTMENTS CO | $41.5M | 5.3M | ▲+0.9% Added · +47K sh | Q1 2026 | |
| 25 | JANE STREET GROUP, LLC | $38.9M | 5.0M | ▲+30% Added · +1.1M 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 21, 2026 | Walker Corey | President, VWR Dist. & Servs. | Tax withholding (F) | 3K | $29K |
| May 8, 2026 | LUCIER GREGORY T | Director | Buy (P) | 10K | $83K |
| May 7, 2026 | Murthy Mala | Director | Grant (A) | 25K | $0 |
| May 7, 2026 | LUCIER GREGORY T | Director | Grant (A) | 25K | $0 |
| May 7, 2026 | Dingemans Simon | Director | Grant (A) | 25K | $0 |
| May 7, 2026 | Makin Louise | Director | Grant (A) | 25K | $0 |
| May 7, 2026 | Massaro Joseph R | Director | Grant (A) | 25K | $0 |
| May 7, 2026 | MEHRA SANJEEV K | Director | Grant (A) | 25K | $0 |
| May 7, 2026 | SEVERINO MICHAEL | Director | Grant (A) | 25K | $0 |
| May 7, 2026 | SUMME GREGORY L | Director | Grant (A) | 25K | $0 |
| May 1, 2026 | Dingemans Simon | Director | Buy (P) | 25K | $204K |
| May 1, 2026 | Brellier Ludovic | EVP, Bioscience & Medtech | Grant (A) | 147K | $0 |
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 147 funds | $61.6B |
| AMAZON.COM INCAMZN | 146 funds | $45.0B |
| ELI LILLY & COLLY | 146 funds | $16.3B |
| NVIDIA CORPNVDA | 145 funds | $86.4B |
| META PLATFORMS INC-CLASS AMETA | 145 funds | $28.2B |
| APPLE INCAAPL | 144 funds | $71.5B |
| ALPHABET INC-CL AGOOGL | 143 funds | $39.5B |
| TESLA INCTSLA | 143 funds | $17.1B |
| NETFLIX INCNFLX | 143 funds | $8.3B |
| BANK OF AMERICA CORPBAC | 143 funds | $7.3B |
| UNITEDHEALTH GROUP INCUNH | 143 funds | $6.6B |
| BROADCOM INCAVGO | 142 funds | $32.4B |
Ranked by how many of AVTR'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 AVTR. 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.