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/DRS/capital-change-brief"
Use Arkolith's capital_change_brief for DRS. 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. | $228.4M | 5.1M | ▲+2.3% Added · +116K sh | Q1 2026 | |
| 2 | STATE STREET CORP | $194.7M | 4.4M | ▲+9.6% Added · +384K sh | Q1 2026 | |
| 3 | VANGUARD PORTFOLIO MANAGEMENT LLC | $164.7M | 3.7M | ▲New +3.7M sh | Q1 2026 | |
| 4 | FMR LLC | $162.9M | 3.7M | ▲+20% Added · +622K sh | Q1 2026 | |
| 5 | VANGUARD CAPITAL MANAGEMENT LLC | $158.0M | 3.5M | ▲New +3.5M sh | Q1 2026 | |
| 6 | PRICE T ROWE ASSOCIATES INC /MD/ | $150.3M | 3.4M | ▲+61% Added · +1.3M sh | Q1 2026 | |
| 7 | VOYA INVESTMENT MANAGEMENT LLC | $140.5M | 3.2M | ▲+97% Added · +1.6M sh | Q1 2026 | |
| 8 | AQR CAPITAL MANAGEMENT LLC | $136.1M | 3.1M | ▲+36% Added · +820K sh | Q1 2026 | |
| 9 | FIRST TRUST ADVISORS LP | $99.2M | 2.2M | ▼−7.6% Reduced · −183K sh | Q1 2026 | |
| 10 | Stephens Investment Management Group LLC | $94.3M | 2.1M | ▲+108% Added · +1.1M sh | Q1 2026 | |
| 11 | DIMENSIONAL FUND ADVISORS LP | $88.3M | 2.0M | ▼−0.7% Reduced · −13K sh | Q1 2026 | |
| 12 | VAN ECK ASSOCIATES CORP | Withheld | 1.7M | ▲+0.8% Added · +14K sh | Q1 2026 | |
| 13 | GEODE CAPITAL MANAGEMENT, LLC | $71.2M | 1.6M | ▼−0.8% Reduced · −12K sh | Q1 2026 | |
| 14 | MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | $57.7M | 1.2M | ▲New +1.2M sh | Q1 2026 | |
| 15 | NORGES BANK | $37.5M | 1.1M | ▲+15% Added · +146K sh | Q4 2025 | |
| 16 | MORGAN STANLEY | $44.4M | 998K | ▼−17% Reduced · −199K sh | Q1 2026 | |
| 17 | UBS Group AG | $40.3M | 904K | ▲+3.9% Added · +34K sh | Q1 2026 | |
| 18 | Nuveen, LLC | $36.4M | 818K | ▼−31% Reduced · −372K sh | Q1 2026 | |
| 19 | GOLDMAN SACHS GROUP INC | $30.1M | 675K | ▲+28% Added · +149K sh | Q1 2026 | |
| 20 | T. Rowe Price Investment Management, Inc. | Withheld | 632K | ▼−42% Reduced · −451K sh | Q1 2026 | |
| 21 | Munro Partners | $27.9M | 627K | ▲+91% Added · +299K sh | Q1 2026 | |
| 22 | Connor, Clark & Lunn Investment Management Ltd. | $27.2M | 611K | ▲+35% Added · +160K sh | Q1 2026 | |
| 23 | Qube Research & Technologies Ltd | $23.7M | 532K | ▼−60% Reduced · −804K sh | Q1 2026 | |
| 24 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $23.2M | 521K | ▲+5.0% Added · +25K sh | Q1 2026 | |
| 25 | Bank of New York Mellon Corp | $23.0M | 517K | ▲+3.0% Added · +15K 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 7, 2026 | Rinsky Jason | EVP Chief Tax and Treasury | Sell (S) | 4K | $175K |
| Jun 30, 2026 | TOWNSEND FRANCES F | Director | Option exercise (M) | 1K | $0 |
| Jun 30, 2026 | TOWNSEND FRANCES F | Director | Option exercise (M) | 1K | $0 |
| Jun 18, 2026 | Baylouny John | President and CEO, Director | Sell (S) | 36K | $1.7M |
| Jun 11, 2026 | Wallace Sally | EVP, Chief Operating Officer | Sell (S) | 1K | $65K |
| Jun 8, 2026 | Dippold Michael | EVP and CFO | Sell (S) | 8K | $387K |
| Jun 4, 2026 | TOWNSEND FRANCES F | Director | Option exercise (M) | 4K | $0 |
| Jun 4, 2026 | TOWNSEND FRANCES F | Director | Option exercise (M) | 4K | $0 |
| Jun 4, 2026 | SALZMAN ERIC | Director | Option exercise (M) | 4K | $0 |
| Jun 4, 2026 | SALZMAN ERIC | Director | Option exercise (M) | 4K | $0 |
| Jun 4, 2026 | Brothers Louis R Jr | Director | Option exercise (M) | 4K | $0 |
| Jun 4, 2026 | Brothers Louis R Jr | Director | Option exercise (M) | 4K | $0 |
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 116 funds | $52.0B |
| AMAZON.COM INCAMZN | 115 funds | $40.1B |
| META PLATFORMS INC-CLASS AMETA | 114 funds | $22.3B |
| MASTERCARD INC - AMA | 114 funds | $7.6B |
| APPLE INCAAPL | 113 funds | $61.1B |
| COSTCO WHOLESALE CORPCOST | 113 funds | $8.8B |
| NVIDIA CORPNVDA | 112 funds | $73.7B |
| ALPHABET INC-CL AGOOGL | 112 funds | $32.0B |
| BROADCOM INCAVGO | 112 funds | $26.2B |
| ELI LILLY & COLLY | 112 funds | $12.4B |
| JPMORGAN CHASE & COJPM | 111 funds | $16.3B |
| TESLA INCTSLA | 111 funds | $16.2B |
Ranked by how many of DRS'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 DRS. 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.