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/CALM/capital-change-brief"
Use Arkolith's capital_change_brief for CALM. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | $550.0M | 6.9M | ▼−3.7% Reduced · −267K sh | Q1 2026 | |
| 2 | VANGUARD PORTFOLIO MANAGEMENT LLC | $217.8M | 2.8M | ▲New +2.8M sh | Q1 2026 | |
| 3 | DIMENSIONAL FUND ADVISORS LP | $199.4M | 2.5M | ▲+14% Added · +301K sh | Q1 2026 | |
| 4 | AMERICAN CENTURY COMPANIES INC | $159.0M | 2.0M | ▲+12% Added · +212K sh | Q1 2026 | |
| 5 | VANGUARD CAPITAL MANAGEMENT LLC | $149.1M | 1.9M | ▲New +1.9M sh | Q1 2026 | |
| 6 | RENAISSANCE TECHNOLOGIES LLC | $140.8M | 1.8M | ▼−5.5% Reduced · −104K sh | Q1 2026 | |
| 7 | STATE STREET CORP | $135.4M | 1.7M | ▲+1.4% Added · +24K sh | Q1 2026 | |
| 8 | FIRST TRUST ADVISORS LP | $122.9M | 1.6M | ▲+30% Added · +356K sh | Q1 2026 | |
| 9 | River Road Asset Management, LLC | $108.4M | 1.4M | ▲New +1.4M sh | Q1 2026 | |
| 10 | Boston Partners | $96.1M | 1.2M | ▲New +1.2M sh | Q1 2026 | |
| 11 | GEODE CAPITAL MANAGEMENT, LLC | $90.4M | 1.1M | ▼−3.0% Reduced · −35K sh | Q1 2026 | |
| 12 | MORGAN STANLEY | $88.3M | 1.1M | ▲+14% Added · +137K sh | Q1 2026 | |
| 13 | NORTHERN TRUST CORP | $76.0M | 960K | ▲+1.2% Added · +11K sh | Q1 2026 | |
| 14 | UBS Group AG | $64.7M | 817K | ▲+101% Added · +411K sh | Q1 2026 | |
| 15 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $55.8M | 705K | ▲+3.1% Added · +21K sh | Q1 2026 | |
| 16 | Bank of New York Mellon Corp | $55.2M | 698K | ▼−8.1% Reduced · −62K sh | Q1 2026 | |
| 17 | Corient Private Wealth LLC | $51.4M | 650K | ▼−0.1% Reduced · −1K sh | Q1 2026 | |
| 18 | BANK OF AMERICA CORP /DE/ | $40.0M | 505K | ▲+22% Added · +91K sh | Q1 2026 | |
| 19 | JANUS HENDERSON GROUP PLC | $28.0M | 354K | ▲+69% Added · +144K sh | Q1 2026 | |
| 20 | SPROTT INC. | $25.2M | 318K | ▲+30% Added · +74K sh | Q1 2026 | |
| 21 | RAYMOND JAMES FINANCIAL INC | $24.6M | 311K | ▲22× Added · +297K sh | Q1 2026 | |
| 22 | PRINCIPAL FINANCIAL GROUP INC | $24.4M | 309K | ▲+5.8% Added · +17K sh | Q1 2026 | |
| 23 | VANGUARD FIDUCIARY TRUST CO | $24.4M | 308K | ▲New +308K sh | Q1 2026 | |
| 24 | GOLDMAN SACHS GROUP INC | $23.6M | 298K | ▼−31% Reduced · −135K sh | Q1 2026 | |
| 25 | VICTORY CAPITAL MANAGEMENT INC | $21.2M | 268K | ▼−3.0% Reduced · −8K 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 |
|---|---|---|---|---|---|
| Jun 23, 2026 | FISACKERLY HALEY | Director | Grant (A) | 1K | $0 |
| Jun 23, 2026 | Highfield Michael J | Director | Grant (A) | 1K | $0 |
| Apr 17, 2026 | Wooley Dudley D | Director | Grant (A) | 1K | $0 |
| Jan 13, 2026 | Glover Matthew Samuel | Vice President - Accounting | Tax withholding (F) | 455 | $33K |
| Jan 13, 2026 | Holladay Robert L Jr | VP - General Counsel | Tax withholding (F) | 781 | $57K |
| Jan 13, 2026 | Walters Michael Todd | COO | Tax withholding (F) | 455 | $33K |
| Jan 13, 2026 | Miller Sherman | PRESIDENT & CEO, Director | Tax withholding (F) | 1K | $79K |
| Jan 13, 2026 | BOWMAN MAX P | Vice President, CFO, Sec/Treas, Director | Tax withholding (F) | 903 | $65K |
| Jan 13, 2026 | BAKER ADOLPHUS B | Board Chair, Director | Tax withholding (F) | 761 | $55K |
| Jan 13, 2026 | Hull Scott Daniel | Vice President - Sales | Tax withholding (F) | 463 | $34K |
| Jan 12, 2026 | Glover Matthew Samuel | Vice President - Accounting | Grant (A) | 784 | $0 |
| Jan 12, 2026 | Holladay Robert L Jr | VP - General Counsel | Grant (A) | 2K | $0 |
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 154 funds | $57.3B |
| META PLATFORMS INC-CLASS AMETA | 152 funds | $25.6B |
| APPLE INCAAPL | 151 funds | $68.3B |
| AMAZON.COM INCAMZN | 151 funds | $42.2B |
| ELI LILLY & COLLY | 151 funds | $15.2B |
| NVIDIA CORPNVDA | 150 funds | $77.0B |
| BROADCOM INCAVGO | 150 funds | $28.5B |
| JPMORGAN CHASE & COJPM | 150 funds | $18.2B |
| TESLA INCTSLA | 150 funds | $15.3B |
| COSTCO WHOLESALE CORPCOST | 150 funds | $10.2B |
| MICRON TECHNOLOGY INCMU | 150 funds | $9.0B |
| ALPHABET INC-CL AGOOGL | 149 funds | $38.3B |
Ranked by how many of CALM'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 CALM. 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.