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/EW/capital-change-brief"
Use Arkolith's capital_change_brief for EW. 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. | $4.2B | 52.6M | ▲+0.2% Added · +129K sh | Q1 2026 | |
| 2 | VANGUARD CAPITAL MANAGEMENT LLC | $3.0B | 37.7M | ▲New +37.7M sh | Q1 2026 | |
| 3 | VANGUARD PORTFOLIO MANAGEMENT LLC | $2.1B | 26.4M | ▲New +26.4M sh | Q1 2026 | |
| 4 | STATE STREET CORP | $2.1B | 26.3M | ▲+1.2% Added · +305K sh | Q1 2026 | |
| 5 | JPMORGAN CHASE & CO | $1.7B | 21.7M | ▼−16% Reduced · −4.3M sh | Q1 2026 | |
| 6 | Bank of New York Mellon Corp | $1.3B | 16.7M | ▼−4.3% Reduced · −755K sh | Q1 2026 | |
| 7 | FMR LLC | $1.2B | 14.5M | ▼−13% Reduced · −2.1M sh | Q1 2026 | |
| 8 | GEODE CAPITAL MANAGEMENT, LLC | $1.0B | 13.1M | ▲+2.7% Added · +349K sh | Q1 2026 | |
| 9 | JENNISON ASSOCIATES LLC | $1.0B | 13.1M | ▼−5.2% Reduced · −714K sh | Q1 2026 | |
| 10 | DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt | $1.0B | 12.8M | ▲+66% Added · +5.1M sh | Q1 2026 | |
| 11 | Ninety One UK Ltd | $992.7M | 12.4M | ▲+60% Added · +4.7M sh | Q1 2026 | |
| 12 | NORGES BANK | $803.7M | 9.4M | ▲+27% Added · +2.0M sh | Q4 2025 | |
| 13 | MORGAN STANLEY | $565.4M | 7.1M | ▼−3.5% Reduced · −253K sh | Q1 2026 | |
| 14 | BROWN ADVISORY INC | $562.9M | 7.0M | ▼−4.1% Reduced · −303K sh | Q1 2026 | |
| 15 | DEUTSCHE BANK AG\ | $484.9M | 6.1M | ▲+8.5% Added · +476K sh | Q1 2026 | |
| 16 | NORTHERN TRUST CORP | $466.4M | 5.8M | ▼−0.9% Reduced · −56K sh | Q1 2026 | |
| 17 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME | $437.1M | 5.5M | ▲+1.4% Added · +75K sh | Q1 2026 | |
| 18 | Artisan Partners Limited Partnership | $416.5M | 5.2M | ▲+346% Added · +4.0M sh | Q1 2026 | |
| 19 | GOLDMAN SACHS GROUP INC | $407.0M | 5.1M | ▲+54% Added · +1.8M sh | Q1 2026 | |
| 20 | WELLCOME TRUST LTD (THE) as trustee of the WELLCOME TRUST | $434.2M | 4.8M | —Held | Q2 2026 | |
| 21 | Legal & General Group Plc | $356.3M | 4.4M | ▲+0.8% Added · +34K sh | Q1 2026 | |
| 22 | PRICE T ROWE ASSOCIATES INC /MD/ | $327.6M | 4.1M | ▲+92% Added · +2.0M sh | Q1 2026 | |
| 23 | BANK OF AMERICA CORP /DE/ | $311.0M | 3.9M | ▲+132% Added · +2.2M sh | Q1 2026 | |
| 24 | DIMENSIONAL FUND ADVISORS LP | $291.2M | 3.6M | ▲+1.0% Added · +36K sh | Q1 2026 | |
| 25 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $284.9M | 3.6M | ▲+3.2% Added · +109K 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 11, 2026 | Bruls Annette | CVP, EMEACLA | Tax withholding (F) | 109 | $10K |
| Jul 10, 2026 | Lippis Daniel J. | CVP, TAVR | Option exercise (M) | 619 | $0 |
| Jul 10, 2026 | Lippis Daniel J. | CVP, TAVR | Sell (S) | 619 | $57K |
| Jul 10, 2026 | Lippis Daniel J. | CVP, TAVR | Option exercise (M) | 619 | $45K |
| Jul 9, 2026 | Mistras Theodora | CVP, Chief Financial Officer | Grant (A) | 12K | $0 |
| Jul 9, 2026 | Mistras Theodora | CVP, Chief Financial Officer | Grant (A) | 62K | $0 |
| Jul 9, 2026 | Mistras Theodora | CVP, Chief Financial Officer | Grant (A) | 12K | $0 |
| Jul 9, 2026 | Mistras Theodora | CVP, Chief Financial Officer | Grant (A) | 88K | $0 |
| Jul 7, 2026 | Lippis Daniel J. | CVP, TAVR | Tax withholding (F) | 377 | $36K |
| Jun 30, 2026 | Lippis Daniel J. | CVP, TAVR | Option exercise (M) | 619 | $0 |
| Jun 30, 2026 | Lippis Daniel J. | CVP, TAVR | Sell (S) | 619 | $57K |
| Jun 30, 2026 | Lippis Daniel J. | CVP, TAVR | Option exercise (M) | 619 | $45K |
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 400 funds | $303.2B |
| NVIDIA CORPNVDA | 399 funds | $421.7B |
| AMAZON.COM INCAMZN | 399 funds | $237.0B |
| ALPHABET INC-CL AGOOGL | 396 funds | $194.6B |
| BROADCOM INCAVGO | 396 funds | $164.1B |
| META PLATFORMS INC-CLASS AMETA | 396 funds | $124.5B |
| APPLE INCAAPL | 394 funds | $326.1B |
| ELI LILLY & COLLY | 391 funds | $94.0B |
| VISA INC-CLASS A SHARESV | 390 funds | $68.0B |
| MASTERCARD INC - AMA | 389 funds | $63.1B |
| JPMORGAN CHASE & COJPM | 383 funds | $75.3B |
| ALPHABET INC-CL CGOOG | 381 funds | $137.1B |
Ranked by how many of EW'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 EW. 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.