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/ES/capital-change-brief"
Use Arkolith's capital_change_brief for ES. 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. | $2.9B | 42.1M | ▼−1.3% Reduced · −575K sh | Q1 2026 | |
| 2 | STATE STREET CORP | $2.0B | 28.2M | ▲+0.5% Added · +144K sh | Q1 2026 | |
| 3 | VANGUARD CAPITAL MANAGEMENT LLC | $1.7B | 24.4M | ▲New +24.4M sh | Q1 2026 | |
| 4 | VANGUARD PORTFOLIO MANAGEMENT LLC | $1.4B | 20.0M | ▲New +20.0M sh | Q1 2026 | |
| 5 | FMR LLC | $886.6M | 12.8M | ▲+9.3% Added · +1.1M sh | Q1 2026 | |
| 6 | GEODE CAPITAL MANAGEMENT, LLC | $780.3M | 11.3M | ▲+17% Added · +1.7M sh | Q1 2026 | |
| 7 | VICTORY CAPITAL MANAGEMENT INC | $507.0M | 7.3M | ▼−23% Reduced · −2.2M sh | Q1 2026 | |
| 8 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME | $452.6M | 6.5M | ▲+6.5% Added · +399K sh | Q1 2026 | |
| 9 | Magellan Asset Management Ltd | $428.3M | 6.2M | ▼−12% Reduced · −807K sh | Q1 2026 | |
| 10 | MORGAN STANLEY | $407.7M | 5.9M | ▲+0.1% Added · +6K sh | Q1 2026 | |
| 11 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $407.9M | 5.9M | ▲+0.7% Added · +40K sh | Q1 2026 | |
| 12 | Legal & General Group Plc | $338.7M | 4.9M | ▼−3.7% Reduced · −187K sh | Q1 2026 | |
| 13 | NORGES BANK | $324.0M | 4.8M | ▲+11% Added · +494K sh | Q4 2025 | |
| 14 | Nuveen, LLC | $319.7M | 4.6M | ▲+3.8% Added · +169K sh | Q1 2026 | |
| 15 | GOLDMAN SACHS GROUP INC | $275.1M | 4.0M | ▲+15% Added · +518K sh | Q1 2026 | |
| 16 | AQR CAPITAL MANAGEMENT LLC | $269.2M | 3.9M | ▲+105% Added · +2.0M sh | Q1 2026 | |
| 17 | HSBC HOLDINGS PLC | $252.9M | 3.7M | ▲+6.3% Added · +217K sh | Q1 2026 | |
| 18 | NORTHERN TRUST CORP | $251.1M | 3.6M | ▲+0.7% Added · +26K sh | Q1 2026 | |
| 19 | Zimmer Partners, LP | $231.6M | 3.3M | ▼−13% Reduced · −501K sh | Q1 2026 | |
| 20 | Bank of New York Mellon Corp | $208.2M | 3.0M | ▲+6.0% Added · +171K sh | Q1 2026 | |
| 21 | ROYAL BANK OF CANADA | $191.1M | 2.8M | ▲+2.1% Added · +57K sh | Q1 2026 | |
| 22 | ProShare Advisors LLC | $167.4M | 2.4M | ▲+6.3% Added · +144K sh | Q1 2026 | |
| 23 | Amundi | $159.5M | 2.3M | ▼−3.3% Reduced · −78K sh | Q1 2026 | |
| 24 | FRANKLIN RESOURCES INC | $156.7M | 2.3M | ▲+52% Added · +777K sh | Q1 2026 | |
| 25 | AMERICAN CENTURY COMPANIES INC | $152.3M | 2.2M | ▼−6.5% Reduced · −152K 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 4, 2026 | BUTLER GREGORY B | Executive VP & General Counsel | Sell (S) | 7K | $489K |
| May 14, 2026 | BUTH JAY S. | VP, Controller, Chief Acct Off | Discretionary (I) | 407 | $28K |
| May 8, 2026 | Mudge W Robert | Insider | Buy (P) | 750 | $50K |
| Mar 6, 2026 | NOLAN JOSEPH R JR | Chairman of the Bd, Pres & CEO | Gift (G) | 95K | $0 |
| Mar 4, 2026 | Conner Penelope M | EVP-Cust Exp & Energy Strategy | Sell (S) | 1K | $105K |
| Feb 24, 2026 | CLEVELAND COTTON M | Insider | Sell (S) | 3K | $193K |
| Feb 23, 2026 | Kim John Y | Insider | Sell (S) | 6K | $472K |
| Feb 20, 2026 | Kim John Y | Insider | Sell (S) | 6K | $441K |
| Feb 19, 2026 | Kim John Y | Insider | Sell (S) | 6K | $441K |
| Feb 19, 2026 | Kim John Y | Insider | Grant (A) | 3K | $0 |
| Feb 19, 2026 | Moreira John M. | EVP, CFO and Treasurer | Sell (S) | 8K | $576K |
| Feb 18, 2026 | FORRY LINDA DORCENA | Insider | Sell (S) | 981 | $72K |
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 326 funds | $279.9B |
| META PLATFORMS INC-CLASS AMETA | 325 funds | $109.9B |
| APPLE INCAAPL | 324 funds | $302.8B |
| ALPHABET INC-CL AGOOGL | 324 funds | $178.5B |
| AMAZON.COM INCAMZN | 323 funds | $204.0B |
| BROADCOM INCAVGO | 322 funds | $151.1B |
| NVIDIA CORPNVDA | 321 funds | $386.7B |
| JPMORGAN CHASE & COJPM | 321 funds | $74.2B |
| VISA INC-CLASS A SHARESV | 316 funds | $59.1B |
| ALPHABET INC-CL CGOOG | 315 funds | $119.7B |
| ELI LILLY & COLLY | 315 funds | $74.5B |
| MASTERCARD INC - AMA | 315 funds | $56.9B |
Ranked by how many of ES'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 ES. 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.