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/FIVE/capital-change-brief"
Use Arkolith's capital_change_brief for FIVE. 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. | $1.1B | 5.0M | ▲+2.2% Added · +108K sh | Q1 2026 | |
| 2 | VANGUARD CAPITAL MANAGEMENT LLC | $565.3M | 2.5M | ▲New +2.5M sh | Q1 2026 | |
| 3 | VANGUARD PORTFOLIO MANAGEMENT LLC | $548.0M | 2.4M | ▲New +2.4M sh | Q1 2026 | |
| 4 | AQR CAPITAL MANAGEMENT LLC | $436.2M | 1.9M | ▲+65% Added · +758K sh | Q1 2026 | |
| 5 | AMERICAN CENTURY COMPANIES INC | $415.2M | 1.8M | ▼−1.2% Reduced · −22K sh | Q1 2026 | |
| 6 | STATE STREET CORP | $382.3M | 1.7M | ▲+0.5% Added · +8K sh | Q1 2026 | |
| 7 | FEDERATED HERMES, INC. | $349.5M | 1.5M | ▲+1.4% Added · +21K sh | Q1 2026 | |
| 8 | TWO SIGMA INVESTMENTS, LP | $327.7M | 1.4M | ▲+255% Added · +1.0M sh | Q1 2026 | |
| 9 | D. E. Shaw & Co., Inc. | $321.2M | 1.4M | ▼−27% Reduced · −514K sh | Q1 2026 | |
| 10 | MARSHALL WACE, LLP | $304.8M | 1.3M | ▼−25% Reduced · −451K sh | Q1 2026 | |
| 11 | GEODE CAPITAL MANAGEMENT, LLC | $295.4M | 1.3M | ▲+18% Added · +198K sh | Q1 2026 | |
| 12 | Qube Research & Technologies Ltd | $244.6M | 1.1M | ▲+82% Added · +482K sh | Q1 2026 | |
| 13 | FMR LLC | $237.3M | 1.0M | ▲+2.6% Added · +27K sh | Q1 2026 | |
| 14 | NORGES BANK | $182.8M | 970K | ▲+15% Added · +126K sh | Q4 2025 | |
| 15 | UBS Group AG | $201.1M | 880K | ▼−37% Reduced · −511K sh | Q1 2026 | |
| 16 | DIMENSIONAL FUND ADVISORS LP | $193.8M | 848K | ▼−0.1% Reduced · −552 sh | Q1 2026 | |
| 17 | BALYASNY ASSET MANAGEMENT L.P. | $193.8M | 848K | ▼−2.5% Reduced · −22K sh | Q1 2026 | |
| 18 | MORGAN STANLEY | $187.8M | 822K | ▲+24% Added · +159K sh | Q1 2026 | |
| 19 | MILLENNIUM MANAGEMENT LLC | $167.5M | 733K | ▲+4.0% Added · +28K sh | Q1 2026 | |
| 20 | SRS Investment Management, LLC | $165.2M | 723K | ▲New +723K sh | Q1 2026 | |
| 21 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $152.7M | 668K | ▼~0% Reduced · −80 sh | Q1 2026 | |
| 22 | Giverny Capital Inc. | $141.0M | 617K | ▼−3.2% Reduced · −21K sh | Q1 2026 | |
| 23 | Stephens Investment Management Group LLC | $131.6M | 576K | ▼−7.8% Reduced · −49K sh | Q1 2026 | |
| 24 | CITADEL ADVISORS LLC | $131.5M | 576K | ▼−47% Reduced · −513K sh | Q1 2026 | |
| 25 | JENNISON ASSOCIATES LLC | $128.6M | 563K | ▼−33% Reduced · −280K 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 29, 2026 | Lynch Robert | Director | Buy (P) | 530 | $93K |
| Jun 22, 2026 | Lastinger Rodney | Chief Retail Officer | Grant (A) | 4K | $0 |
| Jun 16, 2026 | Bowman Karen R | Director | Grant (A) | 976 | $0 |
| Jun 16, 2026 | Washington Zuhairah Scott | Director | Grant (A) | 976 | $0 |
| Jun 16, 2026 | SARGENT RONALD | Director | Grant (A) | 976 | $0 |
| Jun 16, 2026 | DEVINE MICHAEL F III | Director | Grant (A) | 2K | $0 |
| Jun 16, 2026 | Lynch Robert | Director | Grant (A) | 976 | $0 |
| Jun 16, 2026 | VAUGHN MIMI ECKEL | Director | Grant (A) | 976 | $0 |
| Jun 16, 2026 | Lathi Dinesh S. | Director | Grant (A) | 976 | $0 |
| Jun 16, 2026 | MARKEE RICHARD L | Director | Grant (A) | 976 | $0 |
| Jun 15, 2026 | Poliner Graham | CSBIAO | Grant (A) | 252 | $0 |
| Jun 15, 2026 | Yatrakis Christos George | Chief Legal Officer | Grant (A) | 1K | $0 |
| Company | Co-held by | Combined value |
|---|---|---|
| NVIDIA CORPNVDA | 208 funds | $336.5B |
| AMAZON.COM INCAMZN | 207 funds | $180.8B |
| META PLATFORMS INC-CLASS AMETA | 206 funds | $99.7B |
| MICROSOFT CORPMSFT | 205 funds | $228.9B |
| ALPHABET INC-CL AGOOGL | 200 funds | $146.3B |
| APPLE INCAAPL | 198 funds | $244.8B |
| BROADCOM INCAVGO | 197 funds | $131.9B |
| COSTCO WHOLESALE CORPCOST | 197 funds | $36.4B |
| JPMORGAN CHASE & COJPM | 195 funds | $52.0B |
| ALPHABET INC-CL CGOOG | 194 funds | $107.1B |
| ELI LILLY & COLLY | 194 funds | $64.8B |
| VISA INC-CLASS A SHARESV | 194 funds | $48.3B |
Ranked by how many of FIVE'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 FIVE. 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.