Among active 13F managers last quarter, 2 opened and 23 added, while 20 reduced; the largest holder to move was American Century Companies Inc (+1.4%). Over the last 180 days, 3 insiders sold and none bought, a net -$412K in open-market trades.
The legs disagree, or only one of them leans.
340 tracked 13F filers disclose a position in AX as of the latest SEC 13F filings, a combined $4.2B in reported value. 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.
| # | Fund | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 8.4M | $817.1M | ▲+0.8% Added · +68K sh | Q2 2026 | |
| 2 | Vanguard Portfolio Management LLC | 3.1M | $305.5M | ▲+1.5% Added · +46K sh | Q2 2026 | |
| 3 | State Street Corp | 3.0M | $294.5M | ▲+7.3% Added · +207K sh | Q2 2026 | |
| 4 | FMR LLC | 3.0M | $289.2M | ▲+22% Added · +532K sh | Q2 2026 | |
| 5 | American Century Companies Inc | 2.5M | $213.6M | ▲+1.4% Added · +36K sh | Q1 2026 | |
| 6 | Vanguard Capital Management LLC | 2.5M | $240.2M | ▲+0.5% Added · +13K sh | Q2 2026 | |
| 7 | Dimensional Fund Advisors LP | 2.2M | $185.2M | ▲+0.3% Added · +8K sh | Q1 2026 | |
| 8 | Geode Capital Management, LLC | 2.0M | $194.1M | ▲+0.4% Added · +9K sh | Q2 2026 | |
| 9 | Davis Asset Management, L.P. | 1.5M | $149.5M | —Held | Q2 2026 | |
| 10 | Franklin Templeton Inc | 755K | $64.2M | ▲+66% Added · +300K sh | Q1 2026 | |
| 11 | Charles Schwab Investment Management Inc | 732K | $62.3M | ▲+1.4% Added · +11K sh | Q1 2026 | |
| 12 | Ameriprise Financial Inc | 708K | $60.3M | ▼−6.0% Reduced · −45K sh | Q1 2026 | |
| 13 | Northern Trust Corp | 685K | $58.3M | ▲+3.0% Added · +20K sh | Q1 2026 | |
| 14 | Morgan Stanley | 544K | $46.3M | ▼−3.6% Reduced · −20K sh | Q1 2026 | |
| 15 | Emerald Advisers, LLC | 536K | $52.2M | ▲+8.0% Added · +40K sh | Q2 2026 | |
| 16 | Wasatch Advisors LP | 516K | $50.2M | ▼−16% Reduced · −101K sh | Q2 2026 | |
| 17 | Geneva Capital Management LLC | 477K | $46.5M | ▼−22% Reduced · −131K sh | Q2 2026 | |
| 18 | Boston Partners | 413K | $35.2M | ▲+18% Added · +64K sh | Q1 2026 | |
| 19 | Vanguard Fiduciary Trust Co | 379K | $36.9M | ▲+3.0% Added · +11K sh | Q2 2026 | |
| 20 | Citadel Advisors LLC | 376K | $36.6M | ▲+446% Added · +307K sh | Q2 2026 | |
| 21 | Bank of New York Mellon Corp | 369K | $31.4M | ▼−2.4% Reduced · −9K sh | Q1 2026 | |
| 22 | Emerald Mutual Fund Advisers Trust | 367K | $35.7M | ▲+8.9% Added · +30K sh | Q2 2026 | |
| 23 | Shaker Investments LLC | 356K | $34.7M | ▼−3.3% Reduced · −12K sh | Q2 2026 | |
| 24 | Principal Financial Group Inc | 354K | $30.1M | ▲+4.9% Added · +17K sh | Q1 2026 | |
| 25 | Goldman Sachs Group Inc | 354K | $30.1M | ▼−4.7% Reduced · −17K 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. 1 value row is withheld because the reported units disagree with same-security peers; share counts are unchanged.
Last quarter, 2 funds opened a new position in AX and 23 added to an existing one, while 20 reduced. Based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Their position there |
|---|---|---|
| Meta Platforms Inc-Class AMETA | 180 funds | $101.3B |
| Microsoft CorpMSFT | 179 funds | $235.2B |
| Nvidia CorpNVDA | 176 funds | $339.6B |
| Amazon.com IncAMZN | 175 funds | $175.6B |
| Alphabet Inc-CL AGOOGL | 175 funds | $141.1B |
| Broadcom IncAVGO | 173 funds | $135.6B |
| Apple IncAAPL | 171 funds | $250.4B |
| Eli Lilly & CoLLY | 171 funds | $65.8B |
| Alphabet Inc-CL CGOOG | 170 funds | $114.3B |
| Berkshire Hathaway Inc-CL BBRK/B | 170 funds | $31.8B |
| Johnson & JohnsonJNJ | 169 funds | $37.5B |
| Visa Inc-Class A SharesV | 168 funds | $52.4B |
Ranked by how many of AX's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in AX.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Aug 5, 2026 | Santi Roque A | Director | Sell (S) | 500 | $53K |
| 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 | Constantine Thomas M | Insider | Sell (S) | 3K | $326K |
| Feb 6, 2026 | Walsh Derrick | EVP, Chief Financial Officer | Sell (S) | 5K | $490K |
| Feb 6, 2026 | Court James John | Director | Sell (S) | 11K | $1.1M |
| 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 |
Where institutional funds (13F), corporate insiders (Form 4) and US House members (STOCK Act) are buying or selling the same name in the same window. Green is buying, red is selling.
Insiders and Congress: last 180 days. Funds: latest 13F, top 100 holders incl. passive
| Source | Buying | Selling | Net |
|---|---|---|---|
13F funds Top 100 holders by value, passive included; the hero counts active managers only | 51 | 38 | – |
Insiders Form 4 open-market | 0 | 3 | -$412K |
US House STOCK Act trades | 0 | 0 | $0 |
Capital Rotation reports where institutional capital disclosed rotating, as of the latest public SEC 13F filings. It is data, not investment advice, a recommendation, or a prediction. Filings lag about 45 days and cover long US equity positions only. Past disclosed flows do not indicate future prices. Do your own research; consult a licensed advisor.
Connected entities for AX
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 + the live filing stream, joined for AX. Filings are public domain, sourced to SEC EDGAR.