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/BETA/capital-change-brief"
Use Arkolith's capital_change_brief for BETA. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | FMR LLC | $487.9M | 33.2M | ▲+0.3% Added · +108K sh | Q1 2026 | |
| 2 | TPG GP A, LLC | $241.0M | 16.4M | —Held | Q1 2026 | |
| 3 | AMAZON COM INC | $172.8M | 11.8M | —Held | Q1 2026 | |
| 4 | BlackRock, Inc. | $40.8M | 2.8M | ▲+6.2% Added · +163K sh | Q1 2026 | |
| 5 | T. Rowe Price Investment Management, Inc. | Withheld | 2.2M | ▲+73% Added · +919K sh | Q1 2026 | |
| 6 | STATE STREET CORP | $30.9M | 2.1M | ▲16× Added · +2.0M sh | Q1 2026 | |
| 7 | ADAGE CAPITAL PARTNERS GP, L.L.C. | $23.3M | 1.6M | ▲+105% Added · +813K sh | Q1 2026 | |
| 8 | NORGES BANK | $41.5M | 1.5M | ▲New +1.5M sh | Q4 2025 | |
| 9 | VANGUARD CAPITAL MANAGEMENT LLC | $20.6M | 1.4M | ▲New +1.4M sh | Q1 2026 | |
| 10 | VANGUARD PORTFOLIO MANAGEMENT LLC | $19.8M | 1.3M | ▲New +1.3M sh | Q1 2026 | |
| 11 | FEDERATED HERMES, INC. | $12.4M | 844K | ▼−22% Reduced · −232K sh | Q1 2026 | |
| 12 | CITADEL ADVISORS LLC | $12.3M | 834K | ▼−19% Reduced · −192K sh | Q1 2026 | |
| 13 | GEODE CAPITAL MANAGEMENT, LLC | $11.0M | 745K | ▲+125% Added · +414K sh | Q1 2026 | |
| 14 | Clearbridge Investments, LLC | $10.7M | 725K | ▲+11% Added · +73K sh | Q1 2026 | |
| 15 | MASTERS CAPITAL MANAGEMENT LLC | $10.3M | 700K | ▲New +700K sh | Q1 2026 | |
| 16 | Granahan Investment Management, LLC | $6.3M | 432K | ▼−1.4% Reduced · −6K sh | Q1 2026 | |
| 17 | MORGAN STANLEY | $5.9M | 402K | ▲+155% Added · +245K sh | Q1 2026 | |
| 18 | GILDER GAGNON HOWE & CO LLC | $5.6M | 383K | ▼−38% Reduced · −235K sh | Q1 2026 | |
| 19 | Pictet Asset Management Holding SA | $5.4M | 369K | ▼−4.5% Reduced · −17K sh | Q1 2026 | |
| 20 | BANK OF AMERICA CORP /DE/ | $5.1M | 348K | ▲+117% Added · +188K sh | Q1 2026 | |
| 21 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $5.0M | 340K | ▲+29% Added · +75K sh | Q1 2026 | |
| 22 | Marino Management, LLC | $4.6M | 314K | ▲New +314K sh | Q1 2026 | |
| 23 | UBS Group AG | $4.0M | 271K | ▲+43% Added · +81K sh | Q1 2026 | |
| 24 | Ghisallo Capital Management LLC | $3.7M | 250K | —Held | Q1 2026 | |
| 25 | JPMORGAN CHASE & CO | $3.1M | 229K | ▲+98% Added · +113K 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 15, 2026 | Clark Kyle | SEE REMARKS, Director | Sell (S) | 15K | $276K |
| Jul 14, 2026 | Clark Kyle | SEE REMARKS, Director | Sell (S) | 15K | $272K |
| Jul 13, 2026 | Clark Kyle | SEE REMARKS, Director | Sell (S) | 15K | $262K |
| Jul 2, 2026 | Clark Kyle | SEE REMARKS, Director | Sell (S) | 15K | $269K |
| Jul 1, 2026 | Clark Kyle | SEE REMARKS, Director | Sell (S) | 15K | $261K |
| Jun 30, 2026 | Clark Kyle | SEE REMARKS, Director | Sell (S) | 15K | $249K |
| Jun 29, 2026 | Clark Kyle | SEE REMARKS, Director | Sell (S) | 15K | $246K |
| Jun 26, 2026 | Clark Kyle | SEE REMARKS, Director | Sell (S) | 15K | $248K |
| Jun 25, 2026 | Clark Kyle | SEE REMARKS, Director | Sell (S) | 15K | $237K |
| Jun 24, 2026 | Clark Kyle | SEE REMARKS, Director | Sell (S) | 15K | $237K |
| Jun 23, 2026 | Clark Kyle | SEE REMARKS, Director | Sell (S) | 15K | $240K |
| Jun 23, 2026 | Clark Kyle | SEE REMARKS, Director | Sell (S) | 15K | $240K |
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 44 funds | $11.6B |
| NVIDIA CORPNVDA | 43 funds | $20.2B |
| AMAZON.COM INCAMZN | 43 funds | $14.2B |
| TESLA INCTSLA | 43 funds | $5.7B |
| META PLATFORMS INC-CLASS AMETA | 42 funds | $6.2B |
| APPLE INCAAPL | 41 funds | $14.4B |
| ALPHABET INC-CL AGOOGL | 41 funds | $7.7B |
| BROADCOM INCAVGO | 41 funds | $6.2B |
| MICRON TECHNOLOGY INCMU | 41 funds | $4.1B |
| NETFLIX INCNFLX | 41 funds | $2.5B |
| ADVANCED MICRO DEVICESAMD | 41 funds | $2.1B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 40 funds | $3.6B |
Ranked by how many of BETA'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 BETA. 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.