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/EXE/capital-change-brief"
Use Arkolith's capital_change_brief for EXE. 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. | $2.0B | 18.6M | ▲+2.5% Added · +462K sh | Q1 2026 | |
| 2 | VANGUARD CAPITAL MANAGEMENT LLC | $1.7B | 15.5M | ▲New +15.5M sh | Q1 2026 | |
| 3 | STATE STREET CORP | $1.6B | 14.5M | ▲+10% Added · +1.3M sh | Q1 2026 | |
| 4 | VANGUARD PORTFOLIO MANAGEMENT LLC | $1.2B | 11.4M | ▲New +11.4M sh | Q1 2026 | |
| 5 | GEODE CAPITAL MANAGEMENT, LLC | $724.4M | 6.6M | ▲+3.1% Added · +201K sh | Q1 2026 | |
| 6 | OAKTREE CAPITAL MANAGEMENT LP | $575.0M | 5.2M | ▲+3.5% Added · +175K sh | Q1 2026 | |
| 7 | VICTORY CAPITAL MANAGEMENT INC | $522.6M | 4.8M | ▲+45% Added · +1.5M sh | Q1 2026 | |
| 8 | Bank of New York Mellon Corp | $493.9M | 4.5M | ▲+95% Added · +2.2M sh | Q1 2026 | |
| 9 | AQR CAPITAL MANAGEMENT LLC | $423.1M | 3.9M | ▲+380% Added · +3.1M sh | Q1 2026 | |
| 10 | MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | $409.0M | 3.7M | ▼−3.2% Reduced · −125K sh | Q1 2026 | |
| 11 | PRICE T ROWE ASSOCIATES INC /MD/ | $408.3M | 3.7M | ▼−62% Reduced · −6.0M sh | Q1 2026 | |
| 12 | MORGAN STANLEY | $364.0M | 3.3M | ▲+4.2% Added · +132K sh | Q1 2026 | |
| 13 | CIBC Bancorp USA Inc. | $306.7M | 2.8M | ▲86× Added · +2.8M sh | Q1 2026 | |
| 14 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME | $304.2M | 2.8M | ▲+2.1% Added · +57K sh | Q1 2026 | |
| 15 | Qube Research & Technologies Ltd | $291.6M | 2.7M | ▲+192% Added · +1.7M sh | Q1 2026 | |
| 16 | DIMENSIONAL FUND ADVISORS LP | $270.8M | 2.5M | ▲+7.2% Added · +166K sh | Q1 2026 | |
| 17 | DISCIPLINED GROWTH INVESTORS INC /MN | $260.5M | 2.4M | ▼−6.9% Reduced · −177K sh | Q1 2026 | |
| 18 | GOLDMAN SACHS GROUP INC | $253.3M | 2.3M | ▲+25% Added · +462K sh | Q1 2026 | |
| 19 | FMR LLC | $223.8M | 2.0M | ▼−5.2% Reduced · −112K sh | Q1 2026 | |
| 20 | NORTHERN TRUST CORP | $215.0M | 2.0M | ▲+0.1% Added · +1K sh | Q1 2026 | |
| 21 | VOYA INVESTMENT MANAGEMENT LLC | $211.5M | 1.9M | ▲+17% Added · +275K sh | Q1 2026 | |
| 22 | BANK OF AMERICA CORP /DE/ | $210.9M | 1.9M | ▲+9.9% Added · +174K sh | Q1 2026 | |
| 23 | Phoenix Financial Ltd. | $196.6M | 1.8M | ▲+32% Added · +434K sh | Q1 2026 | |
| 24 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $188.7M | 1.7M | ▲+1.8% Added · +30K sh | Q1 2026 | |
| 25 | MILLENNIUM MANAGEMENT LLC | $181.8M | 1.7M | ▲+97% Added · +814K 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 12, 2026 | Wichterich Michael | Interim President and CEO, Director | Buy (P) | 1K | $89K |
| Jun 4, 2026 | Wichterich Michael | Interim President and CEO, Director | Buy (P) | 1K | $93K |
| Jun 4, 2026 | Duster Benjamin | Director | Grant (A) | 2K | $225K |
| Jun 4, 2026 | Duncan Timothy S. | Director | Grant (A) | 2K | $225K |
| Jun 4, 2026 | Kehr Catherine A | Director | Grant (A) | 2K | $225K |
| Jun 4, 2026 | Konar Shameek | Director | Grant (A) | 2K | $225K |
| Jun 4, 2026 | Steck Brian | Director | Grant (A) | 3K | $265K |
| Jun 4, 2026 | Teunissen Marcel | EVP & CFO | Buy (P) | 2K | $186K |
| Jun 4, 2026 | Emerson Sarah A. | Director | Grant (A) | 2K | $225K |
| Jun 4, 2026 | JOHNSON S P IV | Director | Grant (A) | 2K | $225K |
| Jun 4, 2026 | Gallagher Matthew | Director | Grant (A) | 2K | $225K |
| May 7, 2026 | Teunissen Marcel | EVP & CFO | Buy (P) | 2K | $193K |
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 283 funds | $283.2B |
| AMAZON.COM INCAMZN | 281 funds | $215.7B |
| META PLATFORMS INC-CLASS AMETA | 278 funds | $118.3B |
| ALPHABET INC-CL AGOOGL | 274 funds | $180.9B |
| NVIDIA CORPNVDA | 273 funds | $392.9B |
| APPLE INCAAPL | 270 funds | $296.8B |
| JPMORGAN CHASE & COJPM | 270 funds | $69.3B |
| BROADCOM INCAVGO | 269 funds | $157.3B |
| ELI LILLY & COLLY | 269 funds | $83.4B |
| MICRON TECHNOLOGY INCMU | 267 funds | $44.5B |
| VISA INC-CLASS A SHARESV | 266 funds | $62.2B |
| ALPHABET INC-CL CGOOG | 265 funds | $127.1B |
Ranked by how many of EXE'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 EXE. 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.