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/EVER/capital-change-brief"
Use Arkolith's capital_change_brief for EVER. 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. | $53.9M | 3.5M | ▲+5.7% Added · +190K sh | Q1 2026 | |
| 2 | PRICE T ROWE ASSOCIATES INC /MD/ | $19.8M | 1.3M | ▲+316% Added · +975K sh | Q1 2026 | |
| 3 | VANGUARD CAPITAL MANAGEMENT LLC | $18.8M | 1.2M | ▲New +1.2M sh | Q1 2026 | |
| 4 | RENAISSANCE TECHNOLOGIES LLC | $14.5M | 941K | ▲+29% Added · +211K sh | Q1 2026 | |
| 5 | VANGUARD PORTFOLIO MANAGEMENT LLC | $14.1M | 913K | ▲New +913K sh | Q1 2026 | |
| 6 | Allspring Global Investments Holdings, LLC | $13.4M | 910K | ▲+48% Added · +293K sh | Q1 2026 | |
| 7 | Qube Research & Technologies Ltd | $13.4M | 870K | ▲+34% Added · +223K sh | Q1 2026 | |
| 8 | MILLENNIUM MANAGEMENT LLC | $12.0M | 775K | ▲+8.1% Added · +58K sh | Q1 2026 | |
| 9 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $11.5M | 744K | ▲+1.8% Added · +13K sh | Q1 2026 | |
| 10 | DIMENSIONAL FUND ADVISORS LP | $10.7M | 696K | ▲+38% Added · +190K sh | Q1 2026 | |
| 11 | EMERALD ADVISERS, LLC | $10.7M | 691K | ▼−4.1% Reduced · −29K sh | Q1 2026 | |
| 12 | GEODE CAPITAL MANAGEMENT, LLC | $10.7M | 691K | ▼−6.8% Reduced · −50K sh | Q1 2026 | |
| 13 | STATE STREET CORP | $10.6M | 689K | ▲+15% Added · +89K sh | Q1 2026 | |
| 14 | AQR CAPITAL MANAGEMENT LLC | $8.9M | 577K | ▼−2.2% Reduced · −13K sh | Q1 2026 | |
| 15 | GOLDMAN SACHS GROUP INC | $8.9M | 575K | ▲+119% Added · +312K sh | Q1 2026 | |
| 16 | BALYASNY ASSET MANAGEMENT L.P. | $8.0M | 520K | ▼−41% Reduced · −356K sh | Q1 2026 | |
| 17 | LAZARD ASSET MANAGEMENT LLC | $7.6M | 496K | ▼−45% Reduced · −405K sh | Q1 2026 | |
| 18 | UBS Group AG | $7.1M | 463K | ▲+84% Added · +212K sh | Q1 2026 | |
| 19 | EMERALD MUTUAL FUND ADVISERS TRUST | $6.3M | 412K | —Held | Q1 2026 | |
| 20 | JACOBS ASSET MANAGEMENT, LLC | $6.2M | 403K | ▲+200% Added · +269K sh | Q1 2026 | |
| 21 | DEUTSCHE BANK AG\ | $5.2M | 336K | ▲+0.6% Added · +2K sh | Q1 2026 | |
| 22 | MONIMUS CAPITAL MANAGEMENT, LP | $4.7M | 304K | ▲+700% Added · +266K sh | Q1 2026 | |
| 23 | MORGAN STANLEY | $4.4M | 284K | ▲+25% Added · +56K sh | Q1 2026 | |
| 24 | NORTHERN TRUST CORP | $4.0M | 259K | ▲+1.7% Added · +4K sh | Q1 2026 | |
| 25 | Boston Partners | $4.0M | 257K | ▲+4.4% Added · +11K 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 8, 2026 | Sanborn Joseph | CFO and Chief Admin Officer | Sell (S) | 7K | $164K |
| Jul 8, 2026 | Ayotte Jon | Chief Accounting Officer | Option exercise (M) | 3K | $22K |
| Jul 8, 2026 | Ayotte Jon | Chief Accounting Officer | Option exercise (M) | 3K | $22K |
| Jul 6, 2026 | Sanborn Joseph | CFO and Chief Admin Officer | Sell (S) | 642 | $16K |
| Jul 6, 2026 | Brainard David | Chief Technology Officer | Sell (S) | 3K | $82K |
| Jul 6, 2026 | Brainard David | Chief Technology Officer | Sell (S) | 2K | $45K |
| Jul 6, 2026 | Ayotte Jon | Chief Accounting Officer | Sell (S) | 256 | $7K |
| Jul 6, 2026 | Ayotte Jon | Chief Accounting Officer | Sell (S) | 625 | $15K |
| Jul 1, 2026 | Sanborn Joseph | CFO and Chief Admin Officer | Tax withholding (F) | 9K | $213K |
| Jul 1, 2026 | Mendal Jayme | CEO and President, Director | Tax withholding (F) | 24K | $587K |
| Jul 1, 2026 | Brainard David | Chief Technology Officer | Tax withholding (F) | 8K | $195K |
| Jul 1, 2026 | Ayotte Jon | Chief Accounting Officer | Sell (S) | 5K | $111K |
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 78 funds | $31.6B |
| AMAZON.COM INCAMZN | 76 funds | $23.0B |
| ALPHABET INC-CL AGOOGL | 76 funds | $20.7B |
| BROADCOM INCAVGO | 76 funds | $16.6B |
| META PLATFORMS INC-CLASS AMETA | 76 funds | $16.0B |
| MICRON TECHNOLOGY INCMU | 75 funds | $6.3B |
| APPLE INCAAPL | 74 funds | $35.5B |
| JPMORGAN CHASE & COJPM | 74 funds | $10.3B |
| VISA INC-CLASS A SHARESV | 74 funds | $6.6B |
| COSTCO WHOLESALE CORPCOST | 74 funds | $6.0B |
| SERVICENOW INCNOW | 74 funds | $2.6B |
| CUMMINS INCCMI | 74 funds | $2.1B |
Ranked by how many of EVER'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 EVER. 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.