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/EXC/capital-change-brief"
Use Arkolith's capital_change_brief for EXC. 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. | $5.5B | 112.7M | ▼−4.8% Reduced · −5.7M sh | Q1 2026 | |
| 2 | STATE STREET CORP | $3.3B | 67.6M | ▲+1.4% Added · +949K sh | Q1 2026 | |
| 3 | VANGUARD CAPITAL MANAGEMENT LLC | $3.2B | 66.0M | ▲New +66.0M sh | Q1 2026 | |
| 4 | VANGUARD PORTFOLIO MANAGEMENT LLC | $2.7B | 54.7M | ▲New +54.7M sh | Q1 2026 | |
| 5 | GEODE CAPITAL MANAGEMENT, LLC | $1.6B | 31.7M | ▲+12% Added · +3.3M sh | Q1 2026 | |
| 6 | LAZARD ASSET MANAGEMENT LLC | $1.2B | 24.6M | ▲+6.4% Added · +1.5M sh | Q1 2026 | |
| 7 | FMR LLC | $1.1B | 23.0M | ▼−12% Reduced · −3.1M sh | Q1 2026 | |
| 8 | DEUTSCHE BANK AG\ | $963.6M | 19.7M | ▼−6.2% Reduced · −1.3M sh | Q1 2026 | |
| 9 | MORGAN STANLEY | $781.4M | 15.9M | ▼−5.8% Reduced · −986K sh | Q1 2026 | |
| 10 | NORTHERN TRUST CORP | $718.5M | 14.7M | ▼−1.0% Reduced · −149K sh | Q1 2026 | |
| 11 | NORGES BANK | $618.0M | 14.2M | ▲+4.5% Added · +609K sh | Q4 2025 | |
| 12 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME | $657.6M | 13.4M | ▼−3.0% Reduced · −418K sh | Q1 2026 | |
| 13 | Legal & General Group Plc | $646.0M | 13.2M | ▲+0.2% Added · +32K sh | Q1 2026 | |
| 14 | Bank of New York Mellon Corp | $628.2M | 12.8M | ▼−4.1% Reduced · −548K sh | Q1 2026 | |
| 15 | Amundi | $508.6M | 10.4M | ▲+27% Added · +2.2M sh | Q1 2026 | |
| 16 | NORDEA INVESTMENT MANAGEMENT AB | $499.0M | 10.3M | ▲+28% Added · +2.2M sh | Q1 2026 | |
| 17 | HSBC HOLDINGS PLC | $412.1M | 8.4M | ▲+11% Added · +830K sh | Q1 2026 | |
| 18 | FIL Ltd | $367.2M | 7.5M | ▲+0.7% Added · +50K sh | Q1 2026 | |
| 19 | GOLDMAN SACHS GROUP INC | $364.5M | 7.4M | ▲+2.3% Added · +168K sh | Q1 2026 | |
| 20 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $348.9M | 7.1M | ▲+3.4% Added · +232K sh | Q1 2026 | |
| 21 | BANK OF AMERICA CORP /DE/ | $310.6M | 6.3M | ▼−20% Reduced · −1.6M sh | Q1 2026 | |
| 22 | FRANKLIN RESOURCES INC | $293.0M | 6.0M | ▲+2.5% Added · +145K sh | Q1 2026 | |
| 23 | VANGUARD FIDUCIARY TRUST CO | $281.7M | 5.7M | ▲New +5.7M sh | Q1 2026 | |
| 24 | UBS Group AG | $273.3M | 5.6M | ▲+40% Added · +1.6M sh | Q1 2026 | |
| 25 | BNP Paribas Asset Management Holding S.A. | $244.9M | 5.0M | ▲+49% Added · +1.6M 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 30, 2026 | Lillie Charisse R | Director | Grant (A) | 5 | $233 |
| Jun 30, 2026 | Rogers Matthew C | Director | Grant (A) | 778 | $36K |
| Jun 30, 2026 | BOWERS WILLIAM P | Director | Grant (A) | 925 | $43K |
| Jun 30, 2026 | Cheshire Marjorie Rodgers | Director | Grant (A) | 442 | $21K |
| Apr 28, 2026 | Cheshire Marjorie Rodgers | Director | Grant (A) | 4K | $0 |
| Apr 28, 2026 | BOWERS WILLIAM P | Director | Grant (A) | 4K | $0 |
| Apr 28, 2026 | DEWALT DAVID G | Director | Grant (A) | 4K | $0 |
| Apr 28, 2026 | RICHO ANNA | Director | Grant (A) | 4K | $0 |
| Apr 28, 2026 | Jojo Linda P | Director | Grant (A) | 4K | $0 |
| Apr 28, 2026 | Segedi Bryan K | Director | Grant (A) | 4K | $0 |
| Apr 28, 2026 | Lillie Charisse R | Director | Grant (A) | 4K | $0 |
| Apr 28, 2026 | Rogers Matthew C | Director | Grant (A) | 4K | $0 |
| Company | Co-held by | Combined value |
|---|---|---|
| AMAZON.COM INCAMZN | 372 funds | $218.4B |
| NVIDIA CORPNVDA | 371 funds | $407.7B |
| APPLE INCAAPL | 371 funds | $313.1B |
| MICROSOFT CORPMSFT | 370 funds | $285.4B |
| META PLATFORMS INC-CLASS AMETA | 369 funds | $121.0B |
| ALPHABET INC-CL AGOOGL | 368 funds | $185.5B |
| BROADCOM INCAVGO | 366 funds | $156.5B |
| JPMORGAN CHASE & COJPM | 366 funds | $74.6B |
| ELI LILLY & COLLY | 364 funds | $80.6B |
| ALPHABET INC-CL CGOOG | 363 funds | $122.2B |
| VISA INC-CLASS A SHARESV | 363 funds | $62.3B |
| MASTERCARD INC - AMA | 361 funds | $58.4B |
Ranked by how many of EXC'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 EXC. 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.