| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | DIMENSIONAL FUND ADVISORS LP | $68.6M | 2.8M | ▲+1.1% Added · +30K sh | Q1 2026 | |
| 2 | VANGUARD PORTFOLIO MANAGEMENT LLC | $44.3M | 1.8M | ▲New +1.8M sh | Q1 2026 | |
| 3 | BlackRock, Inc. | $40.0M | 1.6M | ▲+3.5% Added · +55K sh | Q1 2026 | |
| 4 | VANGUARD CAPITAL MANAGEMENT LLC | $21.5M | 880K | ▲New +880K sh | Q1 2026 | |
| 5 | AMERICAN CENTURY COMPANIES INC | $19.8M | 810K | ▲+9.7% Added · +72K sh | Q1 2026 | |
| 6 | GOLDMAN SACHS GROUP INC | $13.8M | 563K | ▲+29% Added · +125K sh | Q1 2026 | |
| 7 | GEODE CAPITAL MANAGEMENT, LLC | $12.6M | 517K | ▲+1.6% Added · +8K sh | Q1 2026 | |
| 8 | ROYAL BANK OF CANADA | $12.5M | 512K | ▲+0.2% Added · +1K sh | Q1 2026 | |
| 9 | HEARTLAND ADVISORS INC | $12.3M | 505K | ▼−0.3% Reduced · −1K sh | Q1 2026 | |
| 10 | AMERIPRISE FINANCIAL INC | $12.3M | 504K | ▼−0.6% Reduced · −3K sh | Q1 2026 | |
| 11 | STATE STREET CORP | $11.0M | 451K | ▼−0.5% Reduced · −2K sh | Q1 2026 | |
| 12 | Swedbank AB | $11.0M | 450K | ▼−4.3% Reduced · −20K sh | Q1 2026 | |
| 13 | Woodson Capital Management, LP | $10.6M | 435K | ▲+1.2% Added · +5K sh | Q1 2026 | |
| 14 | AQR CAPITAL MANAGEMENT LLC | $8.9M | 364K | ▲+9.6% Added · +32K sh | Q1 2026 | |
| 15 | First Eagle Investment Management, LLC | $8.3M | 340K | ▼−31% Reduced · −156K sh | Q1 2026 | |
| 16 | JPMORGAN CHASE & CO | $6.7M | 278K | ▲+70% Added · +114K sh | Q1 2026 | |
| 17 | Oakum Bay Capital LLC | $6.4M | 262K | ▼−16% Reduced · −52K sh | Q1 2026 | |
| 18 | JACOBS LEVY EQUITY MANAGEMENT, INC | $6.3M | 258K | ▼−3.2% Reduced · −9K sh | Q1 2026 | |
| 19 | JANUS HENDERSON GROUP PLC | $6.3M | 257K | ▲+28% Added · +57K sh | Q1 2026 | |
| 20 | MORGAN STANLEY | $4.9M | 201K | ▼−9.4% Reduced · −21K sh | Q1 2026 | |
| 21 | NORTHERN TRUST CORP | $4.5M | 184K | ▲+2.4% Added · +4K sh | Q1 2026 | |
| 22 | TWO SIGMA INVESTMENTS, LP | $4.4M | 180K | ▲+76% Added · +78K sh | Q1 2026 | |
| 23 | FIRST TRUST ADVISORS LP | $4.2M | 172K | ▲+16% Added · +24K sh | Q1 2026 | |
| 24 | BANK OF AMERICA CORP /DE/ | $4.2M | 171K | ▼−3.5% Reduced · −6K sh | Q1 2026 | |
| 25 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | $3.9M | 159K | ▲New +159K 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.
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 46 funds | $20.4B |
| AMAZON.COM INCAMZN | 45 funds | $13.7B |
| META PLATFORMS INC-CLASS AMETA | 45 funds | $10.7B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 45 funds | $3.9B |
| HOME DEPOT INCHD | 45 funds | $2.6B |
| SALESFORCE INCCRM | 45 funds | $2.4B |
| PEPSICO INCPEP | 45 funds | $1.8B |
| COMCAST CORP-CLASS ACMCSA | 45 funds | $1.7B |
| NVIDIA CORPNVDA | 44 funds | $27.1B |
| ALPHABET INC-CL AGOOGL | 44 funds | $13.2B |
| ALPHABET INC-CL CGOOG | 44 funds | $11.0B |
| BROADCOM INCAVGO | 44 funds | $10.3B |
Ranked by how many of FOR's institutional holders also hold each name, a cross-fund conviction signal.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Jun 2, 2026 | Parmer Elizabeth | Director | Sell (S) | 3K | $70K |
| Aug 8, 2025 | Allen James Douglas | Chief Financial Officer | Sell (S) | 19K | $496K |
| Jun 11, 2025 | Parmer Elizabeth | Director | Sell (S) | 3K | $69K |
| May 16, 2025 | Oxley Anthony W | Chief Executive Officer, Director | Buy (P) | 5K | $100K |
| May 12, 2025 | Parmer Elizabeth | Director | Sell (S) | 1K | $30K |
| Feb 14, 2025 | Oxley Anthony W | Chief Executive Officer | Buy (P) | 4K | $100K |
| Nov 21, 2024 | Parmer Elizabeth | Director | Sell (S) | 680 | $20K |
| Sep 27, 2024 | Ringler G.F. (Rick) III | Director | Sell (S) | 2K | $65K |
| Aug 6, 2024 | Parmer Elizabeth | Director | Sell (S) | 798 | $23K |
| Jul 29, 2024 | Parmer Elizabeth | Director | Sell (S) | 750 | $24K |
| Jul 23, 2024 | Parmer Elizabeth | Director | Sell (S) | 2K | $50K |
| Jun 27, 2024 | Ringler G.F. (Rick) III | Director | Sell (S) | 2K | $63K |
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/FOR/capital-change-brief"
Use Arkolith's capital_change_brief for FOR. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for FOR. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.