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/IE/capital-change-brief"
Use Arkolith's capital_change_brief for IE. 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. | $162.6M | 13.8M | ▼−1.1% Reduced · −161K sh | Q1 2026 | |
| 2 | PRICE T ROWE ASSOCIATES INC /MD/ | $142.6M | 12.1M | ▼−4.8% Reduced · −608K sh | Q1 2026 | |
| 3 | FMR LLC | $129.0M | 10.9M | ▼−7.1% Reduced · −833K sh | Q1 2026 | |
| 4 | STATE STREET CORP | $110.4M | 9.3M | ▲+45% Added · +2.9M sh | Q1 2026 | |
| 5 | Alyeska Investment Group, L.P. | $79.8M | 6.7M | ▼−11% Reduced · −803K sh | Q1 2026 | |
| 6 | MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $63.7M | 5.5M | ▲+36% Added · +1.4M sh | Q1 2026 | |
| 7 | VANGUARD CAPITAL MANAGEMENT LLC | $60.2M | 5.1M | ▲New +5.1M sh | Q1 2026 | |
| 8 | PRIMECAP MANAGEMENT CO/CA/ | $38.3M | 3.2M | ▲+6.0% Added · +185K sh | Q1 2026 | |
| 9 | SailingStone Capital Partners LLC | $36.0M | 3.0M | ▼−19% Reduced · −733K sh | Q1 2026 | |
| 10 | GEODE CAPITAL MANAGEMENT, LLC | $30.3M | 2.6M | ▲+3.3% Added · +82K sh | Q1 2026 | |
| 11 | MFN Partners Management, LP | $30.2M | 2.6M | —Held | Q1 2026 | |
| 12 | Goehring & Rozencwajg Associates, LLC | $25.0M | 2.1M | ▲+18% Added · +327K sh | Q1 2026 | |
| 13 | GOLDMAN SACHS GROUP INC | $24.5M | 2.1M | ▲+179% Added · +1.3M sh | Q1 2026 | |
| 14 | VAN ECK ASSOCIATES CORP | Withheld | 1.3M | ▲+23% Added · +236K sh | Q1 2026 | |
| 15 | BANK OF AMERICA CORP /DE/ | $14.9M | 1.3M | ▲+536% Added · +1.1M sh | Q1 2026 | |
| 16 | Legal & General Group Plc | $14.6M | 1.2M | ▲+1.7% Added · +20K sh | Q1 2026 | |
| 17 | MORGAN STANLEY | $14.4M | 1.2M | ▲+50% Added · +404K sh | Q1 2026 | |
| 18 | FRANKLIN RESOURCES INC | $13.2M | 1.1M | ▲+48% Added · +361K sh | Q1 2026 | |
| 19 | D. E. Shaw & Co., Inc. | $11.7M | 986K | ▲+100% Added · +492K sh | Q1 2026 | |
| 20 | VANGUARD PORTFOLIO MANAGEMENT LLC | $11.3M | 957K | ▲New +957K sh | Q1 2026 | |
| 21 | NORTHERN TRUST CORP | $10.7M | 902K | ▲+3.4% Added · +29K sh | Q1 2026 | |
| 22 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $10.5M | 886K | ▼−0.7% Reduced · −6K sh | Q1 2026 | |
| 23 | JENNISON ASSOCIATES LLC | $9.5M | 805K | ▲+2.3% Added · +18K sh | Q1 2026 | |
| 24 | VANGUARD FIDUCIARY TRUST CO | $8.9M | 755K | ▲New +755K sh | Q1 2026 | |
| 25 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $8.9M | 754K | ▲12× Added · +690K 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 |
|---|---|---|---|---|---|
| Mar 6, 2026 | Boyd Graham Richard Thomas | Senior VP, Exploration | Sell (S) | 11K | $147K |
| Mar 6, 2026 | Boyd Graham Richard Thomas | Senior VP, Exploration | Grant (A) | 16K | $0 |
| Mar 6, 2026 | Joseph Cassandra Pulskamp | Gen. Counsel / Corp. Secretary | Grant (A) | 23K | $0 |
| Mar 6, 2026 | Joseph Cassandra Pulskamp | Gen. Counsel / Corp. Secretary | Sell (S) | 5K | $62K |
| Mar 6, 2026 | Melvin Joseph Taylor | President and CEO, Director | Grant (A) | 46K | $0 |
| Mar 6, 2026 | Melvin Joseph Taylor | President and CEO, Director | Sell (S) | 7K | $90K |
| Mar 6, 2026 | Bianchi Sofia | Director | Grant (A) | 10K | $0 |
| Mar 6, 2026 | FRIEDLAND ROBERT M | Executive Chairman, Director | Grant (A) | 79K | $0 |
| Mar 6, 2026 | Markin Quentin | See Remarks | Grant (A) | 30K | $0 |
| Mar 6, 2026 | de Margerie Victoire | Director | Grant (A) | 10K | $0 |
| Mar 6, 2026 | Terhorst Stephani | Vice President Human Resources | Sell (S) | 6K | $82K |
| Mar 6, 2026 | Terhorst Stephani | Vice President Human Resources | Grant (A) | 12K | $0 |
| Company | Co-held by | Combined value |
|---|---|---|
| NVIDIA CORPNVDA | 53 funds | $34.5B |
| MICROSOFT CORPMSFT | 53 funds | $22.9B |
| AMAZON.COM INCAMZN | 52 funds | $21.5B |
| BROADCOM INCAVGO | 52 funds | $12.1B |
| ALPHABET INC-CL AGOOGL | 51 funds | $13.5B |
| META PLATFORMS INC-CLASS AMETA | 51 funds | $10.6B |
| TESLA INCTSLA | 51 funds | $8.4B |
| ELI LILLY & COLLY | 51 funds | $6.0B |
| UNITEDHEALTH GROUP INCUNH | 51 funds | $2.6B |
| MASTERCARD INC - AMA | 50 funds | $4.4B |
| UBER TECHNOLOGIES INCUBER | 50 funds | $1.7B |
| APPLE INCAAPL | 49 funds | $23.7B |
Ranked by how many of IE'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 IE. 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.