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/EEX/capital-change-brief"
Use Arkolith's capital_change_brief for EEX. 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. | $5.2M | 1.1M | ▼−1.8% Reduced · −21K sh | Q1 2026 | |
| 2 | RAYMOND JAMES FINANCIAL INC | $2.7M | 588K | ▼−1.5% Reduced · −9K sh | Q1 2026 | |
| 3 | HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | $2.6M | 584K | ▼−0.5% Reduced · −3K sh | Q1 2026 | |
| 4 | GEODE CAPITAL MANAGEMENT, LLC | $1.6M | 347K | ▲+3.5% Added · +12K sh | Q1 2026 | |
| 5 | Bank of New York Mellon Corp | $1.4M | 318K | ▼−0.8% Reduced · −3K sh | Q1 2026 | |
| 6 | STATE STREET CORP | $1.1M | 244K | ▲+1.1% Added · +3K sh | Q1 2026 | |
| 7 | RENAISSANCE TECHNOLOGIES LLC | $758K | 168K | ▼−5.2% Reduced · −9K sh | Q1 2026 | |
| 8 | VANGUARD CAPITAL MANAGEMENT LLC | $715K | 158K | ▲New +158K sh | Q1 2026 | |
| 9 | NORTHERN TRUST CORP | $688K | 153K | ▲+1.6% Added · +2K sh | Q1 2026 | |
| 10 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $544K | 121K | ▲+0.4% Added · +440 sh | Q1 2026 | |
| 11 | VANGUARD FIDUCIARY TRUST CO | $406K | 90K | ▲New +90K sh | Q1 2026 | |
| 12 | AMERIPRISE FINANCIAL INC | $388K | 86K | —Held | Q1 2026 | |
| 13 | VANGUARD PORTFOLIO MANAGEMENT LLC | $377K | 84K | ▲New +84K sh | Q1 2026 | |
| 14 | GOLDMAN SACHS GROUP INC | $329K | 73K | ▲+24% Added · +14K sh | Q1 2026 | |
| 15 | Schonfeld Strategic Advisors LLC | $291K | 65K | ▲New +65K sh | Q1 2026 | |
| 16 | CITADEL ADVISORS LLC | $258K | 57K | ▲+82% Added · +26K sh | Q1 2026 | |
| 17 | MORGAN STANLEY | $234K | 52K | ▼−20% Reduced · −13K sh | Q1 2026 | |
| 18 | JANE STREET GROUP, LLC | $200K | 44K | ▼−46% Reduced · −38K sh | Q1 2026 | |
| 19 | Vident Advisory, LLC | $181K | 40K | ▲New +40K sh | Q1 2026 | |
| 20 | AMERICAN CENTURY COMPANIES INC | $177K | 39K | ▼−1.4% Reduced · −572 sh | Q1 2026 | |
| 21 | O'SHAUGHNESSY ASSET MANAGEMENT, LLC | $171K | 38K | ▼−2.9% Reduced · −1K sh | Q1 2026 | |
| 22 | SEI INVESTMENTS CO | $168K | 37K | ▲+100% Added · +19K sh | Q1 2026 | |
| 23 | UBS Group AG | $151K | 34K | ▼−3.6% Reduced · −1K sh | Q1 2026 | |
| 24 | Squarepoint Ops LLC | $142K | 31K | ▲+15% Added · +4K sh | Q1 2026 | |
| 25 | HSBC HOLDINGS PLC | $140K | 30K | —Held | 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 14, 2026 | ONEX CORP | 10% Owner | Disposed to issuer (D) | 471K | — |
| Jul 14, 2026 | ONEX CORP | 10% Owner | Disposed to issuer (D) | 184.0M | — |
| Jul 14, 2026 | Onex Partners Holdings LLC | Director, 10% Owner | Disposed to issuer (D) | 184.0M | — |
| Jul 14, 2026 | Jouaneh Issa | President, Connections Group | Disposed to issuer (D) | 150K | — |
| Jul 14, 2026 | Jouaneh Issa | President, Connections Group | Disposed to issuer (D) | 75K | — |
| Jul 14, 2026 | Jouaneh Issa | President, Connections Group | Disposed to issuer (D) | 600K | — |
| Jul 14, 2026 | Jouaneh Issa | President, Connections Group | Disposed to issuer (D) | 182K | — |
| Jul 14, 2026 | Altschul Sara | EVP and General Counsel | Disposed to issuer (D) | 70K | — |
| Jul 14, 2026 | Sedky Herve | CEO & President | Disposed to issuer (D) | 3.3M | — |
| Jul 14, 2026 | Sedky Herve | CEO & President | Disposed to issuer (D) | 437K | — |
| Jul 14, 2026 | Doft David B. | Chief Financial Officer | Disposed to issuer (D) | 2.3M | — |
| Jul 14, 2026 | Doft David B. | Chief Financial Officer | Disposed to issuer (D) | 154K | — |
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 17 funds | $6.7B |
| ALPHABET INC-CL AGOOGL | 17 funds | $4.2B |
| SALESFORCE INCCRM | 17 funds | $1.7B |
| UNITEDHEALTH GROUP INCUNH | 17 funds | $1.5B |
| WELLS FARGO & COWFC | 17 funds | $1.0B |
| MORGAN STANLEYMS | 17 funds | $895.2M |
| STATE STREET CORPSTT | 17 funds | $715.5M |
| GENERAL DYNAMICS CORPGD | 17 funds | $625.2M |
| HUNTINGTON INGALLS INDUSTRIEHII | 17 funds | $129.0M |
| APPLE INCAAPL | 16 funds | $8.3B |
| ALPHABET INC-CL CGOOG | 16 funds | $3.8B |
| BROADCOM INCAVGO | 16 funds | $3.7B |
Ranked by how many of EEX'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 EEX. 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.