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/FLY/capital-change-brief"
Use Arkolith's capital_change_brief for FLY. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | AE INDUSTRIAL PARTNERS, LP | $1.0B | 35.2M | —Held | Q1 2026 | |
| 2 | VANGUARD PORTFOLIO MANAGEMENT LLC | $69.1M | 2.4M | ▲New +2.4M sh | Q1 2026 | |
| 3 | VANGUARD CAPITAL MANAGEMENT LLC | $66.4M | 2.3M | ▲New +2.3M sh | Q1 2026 | |
| 4 | TEMA ETFS LLC | $67.1M | 2.3M | ▲1k× Added · +2.3M sh | Q2 2026 | |
| 5 | VAN ECK ASSOCIATES CORP | Withheld | 2.1M | ▲New +2.1M sh | Q1 2026 | |
| 6 | BlackRock, Inc. | $58.0M | 2.0M | ▲+40% Added · +584K sh | Q1 2026 | |
| 7 | UBS Group AG | $30.4M | 1.1M | ▼−40% Reduced · −705K sh | Q1 2026 | |
| 8 | Point72 Asset Management, L.P. | $27.4M | 962K | ▲New +962K sh | Q1 2026 | |
| 9 | PRICE T ROWE ASSOCIATES INC /MD/ | $25.3M | 887K | ▲+2.0% Added · +18K sh | Q1 2026 | |
| 10 | Temasek Holdings (Private) Ltd | $18.9M | 663K | ▼−38% Reduced · −406K sh | Q1 2026 | |
| 11 | Phoenix Financial Ltd. | $18.8M | 660K | —Held | Q1 2026 | |
| 12 | Hudson Bay Capital Management LP | $18.8M | 659K | ▼−63% Reduced · −1.1M sh | Q1 2026 | |
| 13 | GEODE CAPITAL MANAGEMENT, LLC | $18.6M | 652K | ▲+7.2% Added · +44K sh | Q1 2026 | |
| 14 | JPMORGAN CHASE & CO | $14.9M | 633K | ▼−4.3% Reduced · −29K sh | Q1 2026 | |
| 15 | TUDOR INVESTMENT CORP ET AL | $15.3M | 539K | ▼−11% Reduced · −70K sh | Q1 2026 | |
| 16 | GOLDMAN SACHS GROUP INC | $14.1M | 497K | ▲+286% Added · +368K sh | Q1 2026 | |
| 17 | STATE STREET CORP | $14.0M | 491K | ▲+25% Added · +100K sh | Q1 2026 | |
| 18 | Marex Group plc | $13.2M | 462K | ▲+126% Added · +258K sh | Q1 2026 | |
| 19 | MORGAN STANLEY | $12.2M | 430K | ▲+148% Added · +257K sh | Q1 2026 | |
| 20 | NORGES BANK | $8.1M | 360K | ▲New +360K sh | Q4 2025 | |
| 21 | MILLENNIUM MANAGEMENT LLC | $9.4M | 331K | ▲+26% Added · +67K sh | Q1 2026 | |
| 22 | RENAISSANCE TECHNOLOGIES LLC | $9.4M | 329K | ▲14× Added · +306K sh | Q1 2026 | |
| 23 | BANK OF AMERICA CORP /DE/ | $8.5M | 299K | ▲+56% Added · +107K sh | Q1 2026 | |
| 24 | Defiance ETFs, LLC | $8.0M | 280K | ▲New +280K sh | Q1 2026 | |
| 25 | VICTORY CAPITAL MANAGEMENT INC | $7.9M | 278K | ▲29× Added · +269K 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 4, 2026 | Emerson Christopher Plummer IV | Director | Grant (A) | 4K | $0 |
| Jun 4, 2026 | Boland Ryan Michael | Director | Grant (A) | 4K | $0 |
| Jun 4, 2026 | Braden Pamela Joyce | Director | Grant (A) | 4K | $0 |
| Jun 4, 2026 | Lusczakoski Jonathan Donald | Director | Grant (A) | 4K | $0 |
| Jun 4, 2026 | Konert Kirk Michael | Director | Grant (A) | 4K | $0 |
| Jun 4, 2026 | McAllister Kevin G | Director | Grant (A) | 4K | $0 |
| Jun 4, 2026 | Zurbuchen Thomas Hansueli | Director | Grant (A) | 4K | $0 |
| Jun 1, 2026 | AEROEQUITY GP, LLC | 10% Owner | Sell (S) | 5.2M | $249.5M |
| Jun 1, 2026 | AEROEQUITY GP, LLC | 10% Owner | Sell (S) | 2.8M | $134.5M |
| May 18, 2026 | Wheeler David Leigh | General Counsel | Option exercise (M) | 4K | $9K |
| May 18, 2026 | Wheeler David Leigh | General Counsel | Sell (S) | 4K | $170K |
| May 18, 2026 | Wheeler David Leigh | General Counsel | Option exercise (M) | 4K | $0 |
| Company | Co-held by | Combined value |
|---|---|---|
| ALPHABET INC-CL AGOOGL | 65 funds | $16.0B |
| MICROSOFT CORPMSFT | 64 funds | $24.9B |
| AMAZON.COM INCAMZN | 63 funds | $24.2B |
| META PLATFORMS INC-CLASS AMETA | 63 funds | $12.2B |
| ELI LILLY & COLLY | 63 funds | $7.1B |
| BOSTON SCIENTIFIC CORPBSX | 63 funds | $2.7B |
| NVIDIA CORPNVDA | 62 funds | $36.5B |
| MASTERCARD INC - AMA | 62 funds | $7.4B |
| INTUITIVE SURGICAL INCISRG | 62 funds | $3.5B |
| UNITEDHEALTH GROUP INCUNH | 62 funds | $2.6B |
| APPLE INCAAPL | 61 funds | $25.6B |
| BROADCOM INCAVGO | 61 funds | $13.4B |
Ranked by how many of FLY'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 FLY. 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.