28 tracked 13F filers disclose a position in AXR as of the latest SEC 13F filings, a combined $32.3M 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 | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | DIMENSIONAL FUND ADVISORS LP | $5.4M | 193K | ▼−0.9% Reduced · −2K sh | Q1 2026 | |
| 2 | Cerity Partners LLC | $4.8M | 169K | —Held | Q1 2026 | |
| 3 | VANGUARD CAPITAL MANAGEMENT LLC | $4.2M | 150K | →First observed position No prior filed position | Q1 2026 | |
| 4 | Cresset Asset Management, LLC | $3.6M | 129K | —Held | Q1 2026 | |
| 5 | RENAISSANCE TECHNOLOGIES LLC | $3.4M | 119K | ▼−4.2% Reduced · −5K sh | Q1 2026 | |
| 6 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | $3.1M | 111K | ▼−15% Reduced · −20K sh | Q1 2026 | |
| 7 | GATE CITY CAPITAL MANAGEMENT, LLC | $2.4M | 86K | ▼−15% Reduced · −15K sh | Q1 2026 | |
| 8 | Empowered Funds, LLC | $1.4M | 49K | ▲New +49K sh | Q1 2026 | |
| 9 | GEODE CAPITAL MANAGEMENT, LLC | $906K | 32K | ▼−5.8% Reduced · −2K sh | Q1 2026 | |
| 10 | BlackRock, Inc. | $557K | 20K | ▲+2.4% Added · +456 sh | Q1 2026 | |
| 11 | VANGUARD FIDUCIARY TRUST CO | $516K | 18K | →First observed position No prior filed position | Q1 2026 | |
| 12 | MILLENNIUM MANAGEMENT LLC | $467K | 17K | ▲New +17K sh | Q1 2026 | |
| 13 | NORTHERN TRUST CORP | $450K | 16K | ▼−0.1% Reduced · −25 sh | Q1 2026 | |
| 14 | STATE STREET CORP | $340K | 12K | —Held | Q1 2026 | |
| 15 | Steamboat Capital Partners, LLC | $318K | 11K | ▲New +11K sh | Q1 2026 | |
| 16 | Marquette Asset Management, LLC | $164K | 7K | ▲New +7K sh | Q2 2026 | |
| 17 | MORGAN STANLEY | $76K | 3K | ▲+14% Added · +329 sh | Q1 2026 | |
| 18 | BARCLAYS PLC | $70K | 2K | ▼−11% Reduced · −316 sh | Q1 2026 | |
| 19 | LANARK FINANCIAL, INC. | $42K | 2K | —Held | Q2 2026 | |
| 20 | Vanguard Global Advisers, LLC | $43K | 2K | →First observed position No prior filed position | Q1 2026 | |
| 21 | CITIGROUP INC | $43K | 2K | ▼−25% Reduced · −504 sh | Q1 2026 | |
| 22 | Advisory Services Network, LLC | $8K | 280 | ▲New +280 sh | Q1 2026 | |
| 23 | UBS Group AG | $8K | 270 | ▼−23% Reduced · −82 sh | Q1 2026 | |
| 24 | OSAIC HOLDINGS, INC. | $5K | 192 | —Held | Q1 2026 | |
| 25 | SBI Securities Co., Ltd. | $3K | 110 | ▲New +110 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.
Last quarter, 7 funds opened a new position in AXR, while 3 reduced and 0 exited entirely — 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 | Combined value |
|---|---|---|
| ARISTA NETWORKS INCANET | 5 funds | $2.6B |
| APPLE INCAAPL | 5 funds | $1.8B |
| NVIDIA CORPNVDA | 5 funds | $1.7B |
| MICROSOFT CORPMSFT | 5 funds | $956.0M |
| ALPHABET INC-CL AGOOGL | 5 funds | $927.3M |
| AMAZON.COM INCAMZN | 5 funds | $712.8M |
| META PLATFORMS INC-CLASS AMETA | 5 funds | $695.4M |
| ALPHABET INC-CL CGOOG | 5 funds | $687.8M |
| PALANTIR TECHNOLOGIES INC-APLTR | 5 funds | $439.1M |
| JPMORGAN CHASE & COJPM | 5 funds | $432.4M |
| BROADCOM INCAVGO | 5 funds | $422.5M |
| TESLA INCTSLA | 5 funds | $384.3M |
Ranked by how many of AXR's institutional holders also hold each name, a cross-fund conviction signal.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Jun 22, 2026 | DAHL JAMES H | 10% Owner | Buy (P) | 3K | $79K |
| Jun 2, 2026 | DAHL JAMES H | 10% Owner | Buy (P) | 2K | $40K |
| May 29, 2026 | DAHL JAMES H | 10% Owner | Buy (P) | 3K | $77K |
| May 29, 2026 | DAHL JAMES H | 10% Owner | Buy (P) | 1K | $28K |
| May 20, 2026 | DAHL JAMES H | 10% Owner | Buy (P) | 5K | $122K |
| May 13, 2026 | DAHL JAMES H | 10% Owner | Buy (P) | 1K | $29K |
| May 1, 2026 | DAHL JAMES H | 10% Owner | Buy (P) | 3K | $84K |
| Apr 29, 2026 | DAHL JAMES H | 10% Owner | Buy (P) | 5K | $139K |
| Apr 21, 2026 | McNaney Timothy S | Director | Buy (P) | 2K | $50K |
| Apr 20, 2026 | DAHL JAMES H | 10% Owner | Buy (P) | 2K | $41K |
| Apr 17, 2026 | DAHL JAMES H | 10% Owner | Buy (P) | 1K | $28K |
| Mar 31, 2026 | DAHL JAMES H | 10% Owner | Buy (P) | 2K | $58K |
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/AXR/capital-change-brief"
Use Arkolith's capital_change_brief for AXR. 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 AXR. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.