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/BEN/capital-change-brief"
Use Arkolith's capital_change_brief for BEN. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Power Corp of Canada | $745.4M | 31.6M | —Held | Q1 2026 | |
| 2 | BlackRock, Inc. | $679.5M | 28.8M | ▼−3.2% Reduced · −944K sh | Q1 2026 | |
| 3 | VANGUARD CAPITAL MANAGEMENT LLC | $474.5M | 20.1M | ▲New +20.1M sh | Q1 2026 | |
| 4 | STATE STREET CORP | $469.6M | 19.6M | ▼−5.5% Reduced · −1.1M sh | Q1 2026 | |
| 5 | VANGUARD PORTFOLIO MANAGEMENT LLC | $327.0M | 13.8M | ▲New +13.8M sh | Q1 2026 | |
| 6 | CITADEL ADVISORS LLC | $267.4M | 11.3M | ▲+80% Added · +5.0M sh | Q1 2026 | |
| 7 | DIMENSIONAL FUND ADVISORS LP | $256.5M | 10.9M | ▼−0.2% Reduced · −23K sh | Q1 2026 | |
| 8 | GEODE CAPITAL MANAGEMENT, LLC | $184.1M | 7.8M | ▼−3.2% Reduced · −260K sh | Q1 2026 | |
| 9 | GOLDMAN SACHS GROUP INC | $175.8M | 7.4M | ▲+32% Added · +1.8M sh | Q1 2026 | |
| 10 | ProShare Advisors LLC | $154.9M | 6.6M | ▼−7.4% Reduced · −527K sh | Q1 2026 | |
| 11 | MORGAN STANLEY | $116.1M | 4.9M | ▲+14% Added · +600K sh | Q1 2026 | |
| 12 | Artemis Investment Management LLP | $115.3M | 4.9M | ▲87× Added · +4.8M sh | Q1 2026 | |
| 13 | Bank of New York Mellon Corp | $108.3M | 4.6M | ▲+23% Added · +848K sh | Q1 2026 | |
| 14 | NORGES BANK | $98.2M | 4.1M | ▲+62% Added · +1.6M sh | Q4 2025 | |
| 15 | NORTHERN TRUST CORP | $86.7M | 3.7M | ▼−6.0% Reduced · −234K sh | Q1 2026 | |
| 16 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $76.3M | 3.2M | ▲+2.0% Added · +64K sh | Q1 2026 | |
| 17 | Verition Fund Management LLC | $71.4M | 3.0M | ▲+39% Added · +846K sh | Q1 2026 | |
| 18 | BARCLAYS PLC | $66.5M | 2.8M | ▲+71% Added · +1.2M sh | Q1 2026 | |
| 19 | Squarepoint Ops LLC | $61.9M | 2.6M | ▼−37% Reduced · −1.5M sh | Q1 2026 | |
| 20 | UBS Group AG | $57.7M | 2.4M | ▲+20% Added · +406K sh | Q1 2026 | |
| 21 | Freestone Grove Partners LP | $50.7M | 2.1M | ▲New +2.1M sh | Q1 2026 | |
| 22 | JPMORGAN CHASE & CO | $48.2M | 2.1M | ▲+25% Added · +420K sh | Q1 2026 | |
| 23 | Vest Financial, LLC | $48.0M | 2.0M | ▼−6.9% Reduced · −150K sh | Q1 2026 | |
| 24 | BANK OF AMERICA CORP /DE/ | $46.4M | 2.0M | ▲+37% Added · +533K sh | Q1 2026 | |
| 25 | FIRST TRUST ADVISORS LP | $43.5M | 1.8M | ▼−5.8% Reduced · −114K 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 1, 2026 | Kim John Y | Director | Grant (A) | 984 | $34K |
| Jul 1, 2026 | King Karen Matsushima | Director | Grant (A) | 1K | $34K |
| May 2, 2026 | King Karen Matsushima | Director | Grant (A) | 84 | $3K |
| Apr 1, 2026 | King Karen Matsushima | Director | Grant (A) | 1K | $34K |
| Apr 1, 2026 | Kim John Y | Director | Grant (A) | 1K | $34K |
| Feb 3, 2026 | Byerwalter Mariann H | Director | Grant (A) | 8K | $205K |
| Feb 3, 2026 | Thiel John W | Director | Grant (A) | 8K | $205K |
| Feb 3, 2026 | Kim John Y | Director | Grant (A) | 8K | $205K |
| Feb 3, 2026 | King Karen Matsushima | Director | Grant (A) | 8K | $205K |
| Feb 3, 2026 | Friedman Alexander S | Director | Grant (A) | 8K | $205K |
| Feb 3, 2026 | Waugh Seth H. | Director | Grant (A) | 8K | $205K |
| Feb 3, 2026 | YANG GEOFFREY Y | Director | Grant (A) | 8K | $205K |
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 181 funds | $79.6B |
| ALPHABET INC-CL AGOOGL | 180 funds | $52.9B |
| AMAZON.COM INCAMZN | 179 funds | $61.1B |
| BROADCOM INCAVGO | 179 funds | $42.9B |
| META PLATFORMS INC-CLASS AMETA | 179 funds | $36.1B |
| MASTERCARD INC - AMA | 179 funds | $13.7B |
| NVIDIA CORPNVDA | 178 funds | $113.6B |
| ELI LILLY & COLLY | 178 funds | $20.0B |
| BANK OF AMERICA CORPBAC | 178 funds | $9.2B |
| JPMORGAN CHASE & COJPM | 177 funds | $26.5B |
| MICRON TECHNOLOGY INCMU | 177 funds | $14.5B |
| UNITEDHEALTH GROUP INCUNH | 177 funds | $7.7B |
Ranked by how many of BEN'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 BEN. 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.