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/FORM/capital-change-brief"
Use Arkolith's capital_change_brief for FORM. 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. | $1.2B | 12.2M | ▲+5.8% Added · +678K sh | Q1 2026 | |
| 2 | VANGUARD PORTFOLIO MANAGEMENT LLC | $570.3M | 5.9M | ▲New +5.9M sh | Q1 2026 | |
| 3 | EARNEST PARTNERS LLC | $472.8M | 4.9M | ▼−16% Reduced · −900K sh | Q1 2026 | |
| 4 | VANGUARD CAPITAL MANAGEMENT LLC | $336.8M | 3.5M | ▲New +3.5M sh | Q1 2026 | |
| 5 | STATE STREET CORP | $284.0M | 2.9M | ▲+2.0% Added · +59K sh | Q1 2026 | |
| 6 | BANK OF AMERICA CORP /DE/ | $240.6M | 2.5M | ▼−1.4% Reduced · −35K sh | Q1 2026 | |
| 7 | Polar Capital Holdings Plc | $222.3M | 2.3M | ▲New +2.3M sh | Q1 2026 | |
| 8 | ALLIANCEBERNSTEIN L.P. | $124.5M | 2.2M | ▲+58% Added · +817K sh | Q1 2026 | |
| 9 | GEODE CAPITAL MANAGEMENT, LLC | $212.2M | 2.2M | ▲+16% Added · +302K sh | Q1 2026 | |
| 10 | PRIMECAP MANAGEMENT CO/CA/ | $173.5M | 1.8M | ▼−14% Reduced · −293K sh | Q1 2026 | |
| 11 | SEI INVESTMENTS CO | $163.2M | 1.7M | ▼−0.2% Reduced · −3K sh | Q1 2026 | |
| 12 | DIMENSIONAL FUND ADVISORS LP | $136.9M | 1.4M | ▼−18% Reduced · −310K sh | Q1 2026 | |
| 13 | AMERIPRISE FINANCIAL INC | $136.2M | 1.4M | ▲+6.7% Added · +88K sh | Q1 2026 | |
| 14 | MORGAN STANLEY | $127.0M | 1.3M | ▼−42% Reduced · −963K sh | Q1 2026 | |
| 15 | REINHART PARTNERS, LLC. | $112.5M | 1.2M | ▼−46% Reduced · −993K sh | Q1 2026 | |
| 16 | FULLER & THALER ASSET MANAGEMENT, INC. | $110.3M | 1.1M | ▲+4.9% Added · +53K sh | Q1 2026 | |
| 17 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $91.9M | 948K | ▼−0.4% Reduced · −4K sh | Q1 2026 | |
| 18 | JANE STREET GROUP, LLC | $89.8M | 926K | ▲+681% Added · +807K sh | Q1 2026 | |
| 19 | GOLDMAN SACHS GROUP INC | $84.7M | 874K | ▼−1.3% Reduced · −11K sh | Q1 2026 | |
| 20 | T. Rowe Price Investment Management, Inc. | Withheld | 853K | ▲+137% Added · +493K sh | Q1 2026 | |
| 21 | Nuveen, LLC | $82.4M | 850K | ▲+20% Added · +144K sh | Q1 2026 | |
| 22 | PRICE T ROWE ASSOCIATES INC /MD/ | $81.5M | 841K | ▼−13% Reduced · −124K sh | Q1 2026 | |
| 23 | NORTHERN TRUST CORP | $81.0M | 835K | ▲+1.3% Added · +11K sh | Q1 2026 | |
| 24 | MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | $71.1M | 733K | ▼−46% Reduced · −636K sh | Q1 2026 | |
| 25 | Bank of New York Mellon Corp | $61.4M | 634K | ▼−16% Reduced · −118K 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 |
|---|---|---|---|---|---|
| Jul 15, 2026 | SLESSOR MIKE | CEO, Director | Sell (S) | 1K | $121K |
| Jul 15, 2026 | SLESSOR MIKE | CEO, Director | Sell (S) | 2K | $194K |
| Jul 15, 2026 | SLESSOR MIKE | CEO, Director | Sell (S) | 706 | $83K |
| Jul 15, 2026 | SLESSOR MIKE | CEO, Director | Sell (S) | 170 | $20K |
| Jul 15, 2026 | SLESSOR MIKE | CEO, Director | Sell (S) | 300 | $36K |
| Jul 15, 2026 | SLESSOR MIKE | CEO, Director | Sell (S) | 868 | $105K |
| Jun 16, 2026 | St Dennis Thomas | Director | Gift (G) | 740 | $0 |
| Jun 15, 2026 | St Dennis Thomas | Director | Sell (S) | 3K | $424K |
| Jun 10, 2026 | SLESSOR MIKE | CEO, Director | Sell (S) | 1K | $165K |
| Jun 10, 2026 | SLESSOR MIKE | CEO, Director | Sell (S) | 767 | $91K |
| Jun 10, 2026 | SLESSOR MIKE | CEO, Director | Sell (S) | 400 | $48K |
| Jun 10, 2026 | SLESSOR MIKE | CEO, Director | Sell (S) | 975 | $118K |
| Company | Co-held by | Combined value |
|---|---|---|
| ALPHABET INC-CL AGOOGL | 129 funds | $36.9B |
| MICROSOFT CORPMSFT | 128 funds | $55.9B |
| AMAZON.COM INCAMZN | 128 funds | $44.8B |
| META PLATFORMS INC-CLASS AMETA | 128 funds | $26.6B |
| ELI LILLY & COLLY | 127 funds | $15.0B |
| BROADCOM INCAVGO | 126 funds | $29.5B |
| ALPHABET INC-CL CGOOG | 125 funds | $25.9B |
| APPLIED MATERIALS INCAMAT | 125 funds | $7.1B |
| BANK OF AMERICA CORPBAC | 125 funds | $6.1B |
| NVIDIA CORPNVDA | 124 funds | $78.4B |
| MICRON TECHNOLOGY INCMU | 124 funds | $10.5B |
| LAM RESEARCH CORPLRCX | 124 funds | $6.8B |
Ranked by how many of FORM'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 FORM. 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.