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/HL/capital-change-brief"
Use Arkolith's capital_change_brief for HL. 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. | $1.7B | 90.3M | ▲+3.5% Added · +3.0M sh | Q1 2026 | |
| 2 | STATE STREET CORP | $622.0M | 33.4M | ▲+3.4% Added · +1.1M sh | Q1 2026 | |
| 3 | VAN ECK ASSOCIATES CORP | Withheld | 33.1M | ▼−11% Reduced · −3.9M sh | Q1 2026 | |
| 4 | VANGUARD PORTFOLIO MANAGEMENT LLC | $588.9M | 31.6M | ▲New +31.6M sh | Q1 2026 | |
| 5 | VANGUARD CAPITAL MANAGEMENT LLC | $538.9M | 28.9M | ▲New +28.9M sh | Q1 2026 | |
| 6 | MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $384.0M | 20.6M | ▼−2.9% Reduced · −621K sh | Q1 2026 | |
| 7 | Tidal Investments LLC | $366.2M | 19.7M | ▼−19% Reduced · −4.6M sh | Q1 2026 | |
| 8 | GEODE CAPITAL MANAGEMENT, LLC | $350.0M | 18.8M | ▲+13% Added · +2.2M sh | Q1 2026 | |
| 9 | DIMENSIONAL FUND ADVISORS LP | $234.8M | 12.6M | ▼−27% Reduced · −4.7M sh | Q1 2026 | |
| 10 | GOLDMAN SACHS GROUP INC | $187.4M | 10.1M | ▼−23% Reduced · −3.0M sh | Q1 2026 | |
| 11 | NORTHERN TRUST CORP | $155.9M | 8.4M | ▲+1.3% Added · +109K sh | Q1 2026 | |
| 12 | D. E. Shaw & Co., Inc. | $155.1M | 8.3M | ▲+346% Added · +6.5M sh | Q1 2026 | |
| 13 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $126.6M | 6.8M | ▼−2.8% Reduced · −195K sh | Q1 2026 | |
| 14 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $118.4M | 6.4M | ▼−50% Reduced · −6.4M sh | Q1 2026 | |
| 15 | Bank of New York Mellon Corp | $87.4M | 4.7M | ▲+2.5% Added · +113K sh | Q1 2026 | |
| 16 | MORGAN STANLEY | $85.6M | 4.6M | ▼−16% Reduced · −873K sh | Q1 2026 | |
| 17 | TWO SIGMA INVESTMENTS, LP | $82.2M | 4.4M | ▲+681% Added · +3.8M sh | Q1 2026 | |
| 18 | VANGUARD FIDUCIARY TRUST CO | $81.5M | 4.4M | ▲New +4.4M sh | Q1 2026 | |
| 19 | Nuveen, LLC | $76.5M | 4.1M | ▲+1.1% Added · +44K sh | Q1 2026 | |
| 20 | MILLENNIUM MANAGEMENT LLC | $74.0M | 4.0M | ▲+128% Added · +2.2M sh | Q1 2026 | |
| 21 | RENAISSANCE TECHNOLOGIES LLC | $72.7M | 3.9M | ▲New +3.9M sh | Q1 2026 | |
| 22 | Ninety One UK Ltd | $69.0M | 3.7M | ▼−14% Reduced · −606K sh | Q1 2026 | |
| 23 | FMR LLC | $59.6M | 3.2M | ▲+2.9% Added · +91K sh | Q1 2026 | |
| 24 | FIRST TRUST ADVISORS LP | $59.1M | 3.2M | ▼−3.4% Reduced · −113K sh | Q1 2026 | |
| 25 | JPMORGAN CHASE & CO | $51.1M | 3.0M | ▼−25% Reduced · −998K 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 22, 2026 | Wong Alice | Director | Other (J) | 14K | $125K |
| Jun 22, 2026 | STANLEY CHARLES B | Director | Other (J) | 14K | $125K |
| Jun 22, 2026 | Gehring Dean | Director | Other (J) | 7K | $63K |
| Jun 22, 2026 | Gehring Dean | Director | Grant (A) | 7K | $63K |
| Jun 22, 2026 | Boggs Catherine J | Director | Other (J) | 4K | $31K |
| Jun 22, 2026 | Boggs Catherine J | Director | Grant (A) | 11K | $94K |
| Jun 22, 2026 | Satre Jill | Director | Other (J) | 14K | $125K |
| Jun 22, 2026 | Board Mark P | Director | Other (J) | 14K | $125K |
| Jun 22, 2026 | Allen Kurt | Vice President - Exploration | Tax withholding (F) | 14K | $229K |
| Jun 22, 2026 | Allen Kurt | Vice President - Exploration | Grant (A) | 20K | $312K |
| Jun 22, 2026 | Allen Kurt | Vice President - Exploration | Other (J) | 28K | $0 |
| Jun 22, 2026 | Allen Kurt | Vice President - Exploration | Grant (A) | 20K | $0 |
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 180 funds | $67.1B |
| META PLATFORMS INC-CLASS AMETA | 180 funds | $31.0B |
| TESLA INCTSLA | 179 funds | $19.6B |
| ELI LILLY & COLLY | 179 funds | $17.7B |
| NVIDIA CORPNVDA | 178 funds | $94.3B |
| ALPHABET INC-CL AGOOGL | 178 funds | $44.0B |
| ALPHABET INC-CL CGOOG | 178 funds | $30.9B |
| MICRON TECHNOLOGY INCMU | 178 funds | $11.4B |
| PALANTIR TECHNOLOGIES INC-APLTR | 178 funds | $7.4B |
| APPLE INCAAPL | 177 funds | $79.1B |
| AMAZON.COM INCAMZN | 177 funds | $48.6B |
| BROADCOM INCAVGO | 177 funds | $35.2B |
Ranked by how many of HL'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 HL. 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.