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/DOC/capital-change-brief"
Use Arkolith's capital_change_brief for DOC. 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. | $1.2B | 73.4M | ▼−0.2% Reduced · −182K sh | Q1 2026 | |
| 2 | VANGUARD PORTFOLIO MANAGEMENT LLC | $955.0M | 58.1M | ▲New +58.1M sh | Q1 2026 | |
| 3 | STATE STREET CORP | $796.9M | 48.5M | ▼−1.8% Reduced · −873K sh | Q1 2026 | |
| 4 | VANGUARD CAPITAL MANAGEMENT LLC | $742.9M | 45.2M | ▲New +45.2M sh | Q1 2026 | |
| 5 | JPMORGAN CHASE & CO | $740.3M | 44.7M | ▲+46% Added · +14.1M sh | Q1 2026 | |
| 6 | FULLER & THALER ASSET MANAGEMENT, INC. | $479.8M | 29.2M | ▼−1.5% Reduced · −447K sh | Q1 2026 | |
| 7 | GEODE CAPITAL MANAGEMENT, LLC | $399.8M | 24.4M | ▲+25% Added · +4.9M sh | Q1 2026 | |
| 8 | PRINCIPAL FINANCIAL GROUP INC | $308.3M | 18.8M | ▼−30% Reduced · −7.9M sh | Q1 2026 | |
| 9 | Bank of New York Mellon Corp | $253.9M | 15.5M | ▲+60% Added · +5.8M sh | Q1 2026 | |
| 10 | MORGAN STANLEY | $202.2M | 12.3M | ▲+0.5% Added · +58K sh | Q1 2026 | |
| 11 | BANK OF AMERICA CORP /DE/ | $195.3M | 11.9M | ▲+27% Added · +2.6M sh | Q1 2026 | |
| 12 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $188.3M | 11.5M | ▲+3.2% Added · +354K sh | Q1 2026 | |
| 13 | Cullen Capital Management, LLC | $180.6M | 11.0M | ▲+19% Added · +1.7M sh | Q1 2026 | |
| 14 | DIMENSIONAL FUND ADVISORS LP | $173.9M | 10.6M | ▲+2.8% Added · +291K sh | Q1 2026 | |
| 15 | NORGES BANK | $153.6M | 9.5M | ▲+19% Added · +1.5M sh | Q4 2025 | |
| 16 | FMR LLC | $152.2M | 9.3M | ▼−12% Reduced · −1.3M sh | Q1 2026 | |
| 17 | NORTHERN TRUST CORP | $140.8M | 8.6M | ▲+2.3% Added · +191K sh | Q1 2026 | |
| 18 | EQUITY INVESTMENT CORP | $125.9M | 7.7M | ▲+9.2% Added · +643K sh | Q1 2026 | |
| 19 | GOLDMAN SACHS GROUP INC | $119.0M | 7.2M | ▲+42% Added · +2.2M sh | Q1 2026 | |
| 20 | DEUTSCHE BANK AG\ | $114.7M | 7.0M | ▲+88% Added · +3.3M sh | Q1 2026 | |
| 21 | Legal & General Group Plc | $108.9M | 6.6M | ▼−6.0% Reduced · −425K sh | Q1 2026 | |
| 22 | AMERICAN CENTURY COMPANIES INC | $94.9M | 5.8M | ▼−19% Reduced · −1.3M sh | Q1 2026 | |
| 23 | Alyeska Investment Group, L.P. | $92.3M | 5.6M | ▲New +5.6M sh | Q1 2026 | |
| 24 | LPL Financial LLC | $88.7M | 5.4M | ▲+9.3% Added · +459K sh | Q1 2026 | |
| 25 | FRANKLIN RESOURCES INC | $74.1M | 4.5M | ▲16× Added · +4.2M 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 |
|---|---|---|---|---|---|
| May 29, 2026 | Moses Kelvin O | Chief Financial Officer | Tax withholding (F) | 65 | $1K |
| May 29, 2026 | Moses Kelvin O | Chief Financial Officer | Grant (A) | 937 | $14K |
| May 29, 2026 | Patadia Ankit B. | EVP and Treasurer | Tax withholding (F) | 94 | $2K |
| May 29, 2026 | Patadia Ankit B. | EVP and Treasurer | Grant (A) | 1K | $21K |
| May 29, 2026 | Mabry Adam G | CIO | Tax withholding (F) | 43 | $823 |
| May 29, 2026 | Mabry Adam G | CIO | Grant (A) | 625 | $10K |
| May 29, 2026 | Thomas John T | Director | Tax withholding (F) | 78 | $1K |
| May 29, 2026 | Thomas John T | Director | Grant (A) | 1K | $21K |
| May 29, 2026 | Johnston Shawn G | EVP and CAO | Tax withholding (F) | 76 | $1K |
| May 29, 2026 | Johnston Shawn G | EVP and CAO | Grant (A) | 1K | $21K |
| May 29, 2026 | Brinker Scott M | President and CEO, Director | Tax withholding (F) | 114 | $2K |
| May 29, 2026 | Brinker Scott M | President and CEO, Director | Grant (A) | 1K | $21K |
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 222 funds | $252.9B |
| NVIDIA CORPNVDA | 220 funds | $368.8B |
| AMAZON.COM INCAMZN | 220 funds | $193.4B |
| ALPHABET INC-CL AGOOGL | 220 funds | $161.3B |
| META PLATFORMS INC-CLASS AMETA | 219 funds | $109.4B |
| APPLE INCAAPL | 217 funds | $268.8B |
| BROADCOM INCAVGO | 216 funds | $136.1B |
| JPMORGAN CHASE & COJPM | 216 funds | $66.2B |
| CISCO SYSTEMS INCCSCO | 215 funds | $31.1B |
| ALPHABET INC-CL CGOOG | 214 funds | $110.5B |
| ELI LILLY & COLLY | 214 funds | $65.9B |
| VISA INC-CLASS A SHARESV | 213 funds | $56.7B |
Ranked by how many of DOC'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 DOC. 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.