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/DLTR/capital-change-brief"
Use Arkolith's capital_change_brief for DLTR. 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 | $2.1B | 19.5M | ▲+21% Added · +3.3M sh | Q1 2026 | |
| 2 | BlackRock, Inc. | $1.7B | 15.8M | ▼−0.6% Reduced · −93K sh | Q1 2026 | |
| 3 | VANGUARD CAPITAL MANAGEMENT LLC | $1.3B | 12.2M | ▲New +12.2M sh | Q1 2026 | |
| 4 | Mantle Ridge LP | $1.3B | 12.1M | —Held | Q1 2026 | |
| 5 | STATE STREET CORP | $999.7M | 9.1M | ▼−1.4% Reduced · −127K sh | Q1 2026 | |
| 6 | VANGUARD PORTFOLIO MANAGEMENT LLC | $930.7M | 8.5M | ▲New +8.5M sh | Q1 2026 | |
| 7 | EdgePoint Investment Group Inc. | $909.6M | 8.3M | ▼−4.0% Reduced · −348K sh | Q1 2026 | |
| 8 | PRICE T ROWE ASSOCIATES INC /MD/ | $907.8M | 8.3M | ▼−15% Reduced · −1.5M sh | Q1 2026 | |
| 9 | T. Rowe Price Investment Management, Inc. | Withheld | 6.1M | ▼−14% Reduced · −1.0M sh | Q1 2026 | |
| 10 | GEODE CAPITAL MANAGEMENT, LLC | $550.9M | 5.0M | ▲+0.1% Added · +5K sh | Q1 2026 | |
| 11 | PRIMECAP MANAGEMENT CO/CA/ | $408.3M | 3.7M | ▼−2.7% Reduced · −104K sh | Q1 2026 | |
| 12 | ALLIANCEBERNSTEIN L.P. | $355.8M | 2.9M | ▼−23% Reduced · −878K sh | Q1 2026 | |
| 13 | GOLDMAN SACHS GROUP INC | $314.1M | 2.9M | ▲+41% Added · +840K sh | Q1 2026 | |
| 14 | FIL Ltd | $306.0M | 2.8M | ▼−39% Reduced · −1.8M sh | Q1 2026 | |
| 15 | MORGAN STANLEY | $304.9M | 2.8M | ▼−22% Reduced · −781K sh | Q1 2026 | |
| 16 | LONDON CO OF VIRGINIA | $251.9M | 2.3M | ▼−9.4% Reduced · −238K sh | Q1 2026 | |
| 17 | DIMENSIONAL FUND ADVISORS LP | $248.0M | 2.3M | ▼−7.5% Reduced · −185K sh | Q1 2026 | |
| 18 | NORGES BANK | $260.9M | 2.1M | ▲+13% Added · +245K sh | Q4 2025 | |
| 19 | NATIONAL BANK OF CANADA /FI/ | $210.3M | 1.9M | ▲+99% Added · +956K sh | Q1 2026 | |
| 20 | NORTHERN TRUST CORP | $199.6M | 1.8M | ▼−3.8% Reduced · −72K sh | Q1 2026 | |
| 21 | UBS Group AG | $195.9M | 1.8M | ▲+22% Added · +321K sh | Q1 2026 | |
| 22 | NORDEA INVESTMENT MANAGEMENT AB | $177.1M | 1.7M | ▲+92% Added · +792K sh | Q1 2026 | |
| 23 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $163.8M | 1.5M | ▼−18% Reduced · −326K sh | Q1 2026 | |
| 24 | VOYA INVESTMENT MANAGEMENT LLC | $156.7M | 1.4M | ▲+15% Added · +189K sh | Q1 2026 | |
| 25 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $153.6M | 1.4M | ▼−3.4% Reduced · −49K 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 5, 2026 | Schumacher Steven | Chief People Officer | Tax withholding (F) | 282 | $35K |
| Jul 1, 2026 | HEINRICH DANIEL J | Director | Grant (A) | 1K | $150K |
| Jul 1, 2026 | Randolph Diane | Director | Conversion (C) | 1K | — |
| Jul 1, 2026 | Randolph Diane | Director | Grant (A) | 1K | $150K |
| Jul 1, 2026 | Randolph Diane | Director | Conversion (C) | 1K | — |
| Jul 1, 2026 | KELLY EDWARD J III | Director | Grant (A) | 2K | $250K |
| Jul 1, 2026 | KELLY EDWARD J III | Director | Grant (A) | 310 | $37K |
| Jul 1, 2026 | Douglas William W III | Director | Grant (A) | 1K | $150K |
| Jul 1, 2026 | Stahl Stephanie | Director | Grant (A) | 371 | $45K |
| Jul 1, 2026 | Stahl Stephanie | Director | Grant (A) | 1K | $150K |
| Jul 1, 2026 | SCOTT BERTRAM L | Director | Grant (A) | 1K | $150K |
| Jul 1, 2026 | JOHNSON TIMOTHY A | Director | Grant (A) | 1K | $150K |
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 275 funds | $258.9B |
| AMAZON.COM INCAMZN | 275 funds | $193.9B |
| NVIDIA CORPNVDA | 274 funds | $363.7B |
| META PLATFORMS INC-CLASS AMETA | 273 funds | $103.7B |
| APPLE INCAAPL | 270 funds | $278.3B |
| ALPHABET INC-CL AGOOGL | 269 funds | $162.9B |
| VISA INC-CLASS A SHARESV | 268 funds | $54.0B |
| BROADCOM INCAVGO | 267 funds | $142.9B |
| ELI LILLY & COLLY | 267 funds | $77.6B |
| JPMORGAN CHASE & COJPM | 267 funds | $62.7B |
| MASTERCARD INC - AMA | 266 funds | $50.2B |
| MICRON TECHNOLOGY INCMU | 265 funds | $44.0B |
Ranked by how many of DLTR'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 DLTR. 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.