| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | $708.1M | 8.3M | ▼−0.1% Reduced · −9K sh | Q1 2026 | |
| 2 | VANGUARD PORTFOLIO MANAGEMENT LLC | $263.0M | 3.1M | ▲New +3.1M sh | Q1 2026 | |
| 3 | STATE STREET CORP | $239.7M | 2.8M | ▲+4.5% Added · +120K sh | Q1 2026 | |
| 4 | AMERICAN CENTURY COMPANIES INC | $213.6M | 2.5M | ▲+1.4% Added · +36K sh | Q1 2026 | |
| 5 | VANGUARD CAPITAL MANAGEMENT LLC | $208.8M | 2.5M | ▲New +2.5M sh | Q1 2026 | |
| 6 | FMR LLC | $207.4M | 2.4M | ▲+30% Added · +567K sh | Q1 2026 | |
| 7 | DIMENSIONAL FUND ADVISORS LP | $185.2M | 2.2M | ▲+0.3% Added · +8K sh | Q1 2026 | |
| 8 | GEODE CAPITAL MANAGEMENT, LLC | $168.5M | 2.0M | ▲+10% Added · +183K sh | Q1 2026 | |
| 9 | Davis Asset Management, L.P. | $124.0M | 1.5M | ▲+5.3% Added · +78K sh | Q1 2026 | |
| 10 | FRANKLIN RESOURCES INC | $64.2M | 755K | ▲+66% Added · +300K sh | Q1 2026 | |
| 11 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $62.3M | 732K | ▲+1.4% Added · +11K sh | Q1 2026 | |
| 12 | AMERIPRISE FINANCIAL INC | $60.3M | 708K | ▼−6.0% Reduced · −45K sh | Q1 2026 | |
| 13 | NORTHERN TRUST CORP | $58.3M | 685K | ▲+3.0% Added · +20K sh | Q1 2026 | |
| 14 | GENEVA CAPITAL MANAGEMENT LLC | $51.7M | 608K | ▼−7.8% Reduced · −52K sh | Q1 2026 | |
| 15 | MORGAN STANLEY | $46.3M | 544K | ▼−3.6% Reduced · −20K sh | Q1 2026 | |
| 16 | WASATCH ADVISORS LP | $50.2M | 516K | ▼−16% Reduced · −101K sh | Q2 2026 | |
| 17 | EMERALD ADVISERS, LLC | $42.2M | 496K | ▼−4.8% Reduced · −25K sh | Q1 2026 | |
| 18 | Allspring Global Investments Holdings, LLC | $37.2M | 433K | ▲+38% Added · +120K sh | Q1 2026 | |
| 19 | Boston Partners | $35.2M | 413K | ▲+18% Added · +64K sh | Q1 2026 | |
| 20 | Bank of New York Mellon Corp | $31.4M | 369K | ▼−2.4% Reduced · −9K sh | Q1 2026 | |
| 21 | VANGUARD FIDUCIARY TRUST CO | $31.3M | 368K | ▲New +368K sh | Q1 2026 | |
| 22 | SHAKER INVESTMENTS LLC/OH | $34.7M | 356K | ▼−3.3% Reduced · −12K sh | Q2 2026 | |
| 23 | PRINCIPAL FINANCIAL GROUP INC | $30.1M | 354K | ▲+4.9% Added · +17K sh | Q1 2026 | |
| 24 | GOLDMAN SACHS GROUP INC | $30.1M | 354K | ▼−4.7% Reduced · −17K sh | Q1 2026 | |
| 25 | EMERALD MUTUAL FUND ADVISERS TRUST | $28.7M | 337K | ▼−1.3% Reduced · −5K 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.
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 121 funds | $50.1B |
| ALPHABET INC-CL AGOOGL | 121 funds | $33.0B |
| NVIDIA CORPNVDA | 120 funds | $69.6B |
| BROADCOM INCAVGO | 120 funds | $26.7B |
| META PLATFORMS INC-CLASS AMETA | 120 funds | $24.1B |
| VISA INC-CLASS A SHARESV | 120 funds | $10.8B |
| AMAZON.COM INCAMZN | 119 funds | $35.7B |
| APPLE INCAAPL | 118 funds | $56.3B |
| JPMORGAN CHASE & COJPM | 118 funds | $16.4B |
| ELI LILLY & COLLY | 118 funds | $13.1B |
| MASTERCARD INC - AMA | 118 funds | $9.3B |
| COSTCO WHOLESALE CORPCOST | 118 funds | $8.3B |
Ranked by how many of AX's institutional holders also hold each name, a cross-fund conviction signal.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Jun 8, 2026 | Constantine Thomas M | Insider | Sell (S) | 2K | $177K |
| May 19, 2026 | Watson Michael James | Insider | Sell (S) | 2K | $138K |
| May 8, 2026 | Santi Roque A | Director | Sell (S) | 500 | $44K |
| Feb 17, 2026 | Nick Mosich | Director | Sell (S) | 1K | $125K |
| Feb 11, 2026 | Nick Mosich | Director | Sell (S) | 1K | $97K |
| Feb 6, 2026 | COURT JAMES JOHN | Director | Sell (S) | 11K | $1.1M |
| Feb 6, 2026 | Walsh Derrick | EVP, Chief Financial Officer | Sell (S) | 5K | $490K |
| Feb 6, 2026 | Constantine Thomas M | Insider | Sell (S) | 3K | $326K |
| Feb 4, 2026 | Garrabrants Gregory | President and CEO, Director | Sell (S) | 43K | $4.3M |
| Dec 8, 2025 | Bohlig Tamara N | Director | Sell (S) | 2K | $185K |
| Dec 5, 2025 | Ratinoff Edward James | Director | Sell (S) | 2K | $181K |
| Sep 10, 2025 | Constantine Thomas M | Insider | Sell (S) | 1K | $136K |
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/AX/capital-change-brief"
Use Arkolith's capital_change_brief for AX. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for AX. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.