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/HOPE/capital-change-brief"
Use Arkolith's capital_change_brief for HOPE. 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. | $203.8M | 18.2M | ▲+0.1% Added · +21K sh | Q1 2026 | |
| 2 | VANGUARD PORTFOLIO MANAGEMENT LLC | $83.8M | 7.5M | ▲New +7.5M sh | Q1 2026 | |
| 3 | DIMENSIONAL FUND ADVISORS LP | $82.3M | 7.4M | ▲+4.5% Added · +315K sh | Q1 2026 | |
| 4 | STATE STREET CORP | $81.9M | 7.3M | ▲+10% Added · +687K sh | Q1 2026 | |
| 5 | HoldCo Asset Management, LP | $69.9M | 6.3M | ▲+109% Added · +3.3M sh | Q1 2026 | |
| 6 | FULLER & THALER ASSET MANAGEMENT, INC. | $66.1M | 5.9M | ▼−2.6% Reduced · −160K sh | Q1 2026 | |
| 7 | VANGUARD CAPITAL MANAGEMENT LLC | $61.5M | 5.5M | ▲New +5.5M sh | Q1 2026 | |
| 8 | AMERICAN CENTURY COMPANIES INC | $36.5M | 3.3M | ▲+4.8% Added · +149K sh | Q1 2026 | |
| 9 | GEODE CAPITAL MANAGEMENT, LLC | $36.2M | 3.2M | ▲+2.6% Added · +83K sh | Q1 2026 | |
| 10 | FRONTIER CAPITAL MANAGEMENT CO LLC | $33.7M | 3.0M | ▼−4.2% Reduced · −131K sh | Q1 2026 | |
| 11 | TWO SIGMA INVESTMENTS, LP | $32.6M | 2.9M | ▲+121% Added · +1.6M sh | Q1 2026 | |
| 12 | UBS Group AG | $30.8M | 2.8M | ▲+40% Added · +788K sh | Q1 2026 | |
| 13 | Rhino Investment Partners, Inc | $29.0M | 2.6M | ▲+9.8% Added · +233K sh | Q1 2026 | |
| 14 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $23.7M | 2.1M | ▼−2.3% Reduced · −50K sh | Q1 2026 | |
| 15 | GOLDMAN SACHS GROUP INC | $20.1M | 1.8M | ▲+37% Added · +490K sh | Q1 2026 | |
| 16 | MORGAN STANLEY | $19.4M | 1.7M | ▼−2.0% Reduced · −36K sh | Q1 2026 | |
| 17 | NORTHERN TRUST CORP | $16.2M | 1.5M | ▲+4.2% Added · +58K sh | Q1 2026 | |
| 18 | HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | $12.7M | 1.1M | ▼−3.8% Reduced · −45K sh | Q1 2026 | |
| 19 | BANK OF AMERICA CORP /DE/ | $11.0M | 989K | ▲+17% Added · +143K sh | Q1 2026 | |
| 20 | VANGUARD FIDUCIARY TRUST CO | $9.2M | 827K | ▲New +827K sh | Q1 2026 | |
| 21 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | $9.0M | 810K | ▲+2.1% Added · +17K sh | Q1 2026 | |
| 22 | Bank of New York Mellon Corp | $8.5M | 761K | ▼−7.2% Reduced · −59K sh | Q1 2026 | |
| 23 | RENAISSANCE TECHNOLOGIES LLC | $7.3M | 658K | ▲+1.4% Added · +9K sh | Q1 2026 | |
| 24 | PRINCIPAL FINANCIAL GROUP INC | $7.0M | 623K | ▲+2.0% Added · +12K sh | Q1 2026 | |
| 25 | GAMCO INVESTORS, INC. ET AL | $6.4M | 570K | —Held | 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 8, 2026 | Stenger Thomas | SEVP, Chief Risk Officer | Sell (S) | 2K | $19K |
| May 21, 2026 | Nakajima Takaaki | Director | Grant (A) | 4K | $54K |
| May 21, 2026 | Kim Joon Kyung | Director | Grant (A) | 6K | $72K |
| May 21, 2026 | Lee Rachel H. | Director | Grant (A) | 4K | $54K |
| May 21, 2026 | Zuehls Dale S. | Director | Grant (A) | 7K | $92K |
| May 21, 2026 | Sacchi Guido Francesco | Director | Grant (A) | 4K | $54K |
| May 21, 2026 | Doo Jinho | Director | Grant (A) | 5K | $63K |
| May 21, 2026 | HA DAISY Y | Director | Grant (A) | 4K | $54K |
| May 21, 2026 | Byun Donald | Director | Grant (A) | 5K | $63K |
| May 6, 2026 | HA DAISY Y | Director | Sell (S) | 12K | $150K |
| Apr 27, 2026 | Balicka Julianna | EVP, CFO | Tax withholding (F) | 2K | $23K |
| Apr 16, 2026 | Williams Elworth | SEVP, Chief Comm Banking Ofcr | Tax withholding (F) | 3K | $34K |
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 77 funds | $34.7B |
| NVIDIA CORPNVDA | 76 funds | $52.4B |
| ELI LILLY & COLLY | 76 funds | $9.2B |
| COSTCO WHOLESALE CORPCOST | 76 funds | $6.2B |
| LAM RESEARCH CORPLRCX | 76 funds | $4.6B |
| AMAZON.COM INCAMZN | 75 funds | $25.3B |
| META PLATFORMS INC-CLASS AMETA | 75 funds | $16.3B |
| MASTERCARD INC - AMA | 75 funds | $6.0B |
| BANK OF AMERICA CORPBAC | 75 funds | $4.5B |
| UNITEDHEALTH GROUP INCUNH | 75 funds | $3.4B |
| BRISTOL-MYERS SQUIBB COBMY | 75 funds | $2.4B |
| SCHWAB (CHARLES) CORPSCHW | 75 funds | $2.2B |
Ranked by how many of HOPE'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 HOPE. 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.