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/IEX/capital-change-brief"
Use Arkolith's capital_change_brief for IEX. 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. | $1.1B | 5.7M | ▼−0.2% Reduced · −10K sh | Q1 2026 | |
| 2 | VANGUARD CAPITAL MANAGEMENT LLC | $920.2M | 4.9M | ▲New +4.9M sh | Q1 2026 | |
| 3 | VANGUARD PORTFOLIO MANAGEMENT LLC | $714.4M | 3.8M | ▲New +3.8M sh | Q1 2026 | |
| 4 | PRIMECAP MANAGEMENT CO/CA/ | $626.1M | 3.3M | ▲+2.4% Added · +76K sh | Q1 2026 | |
| 5 | STATE STREET CORP | $607.6M | 3.2M | ▲+1.0% Added · +33K sh | Q1 2026 | |
| 6 | MORGAN STANLEY | $587.4M | 3.1M | ▼−5.1% Reduced · −167K sh | Q1 2026 | |
| 7 | GEODE CAPITAL MANAGEMENT, LLC | $394.9M | 2.1M | ▲+2.7% Added · +56K sh | Q1 2026 | |
| 8 | MILLENNIUM MANAGEMENT LLC | $378.3M | 2.0M | ▲+88% Added · +932K sh | Q1 2026 | |
| 9 | NORDEA INVESTMENT MANAGEMENT AB | $349.0M | 1.9M | ▼−17% Reduced · −382K sh | Q1 2026 | |
| 10 | VICTORY CAPITAL MANAGEMENT INC | $286.6M | 1.5M | ▲70× Added · +1.5M sh | Q1 2026 | |
| 11 | Amundi | $231.2M | 1.2M | ▼−18% Reduced · −268K sh | Q1 2026 | |
| 12 | JANE STREET GROUP, LLC | $220.9M | 1.2M | ▲473× Added · +1.2M sh | Q1 2026 | |
| 13 | BANK OF AMERICA CORP /DE/ | $207.4M | 1.1M | ▲+215% Added · +747K sh | Q1 2026 | |
| 14 | Impax Asset Management Group plc | $179.7M | 948K | ▼−45% Reduced · −761K sh | Q1 2026 | |
| 15 | VAN ECK ASSOCIATES CORP | Withheld | 937K | ▼−53% Reduced · −1.0M sh | Q1 2026 | |
| 16 | NORGES BANK | $162.8M | 915K | ▲+3.0% Added · +26K sh | Q4 2025 | |
| 17 | Point72 Asset Management, L.P. | $157.5M | 831K | ▲+429% Added · +674K sh | Q1 2026 | |
| 18 | BALYASNY ASSET MANAGEMENT L.P. | $154.7M | 816K | ▲+13% Added · +96K sh | Q1 2026 | |
| 19 | DIMENSIONAL FUND ADVISORS LP | $154.6M | 816K | ▲+4.0% Added · +31K sh | Q1 2026 | |
| 20 | CITADEL ADVISORS LLC | $153.3M | 809K | ▲+46% Added · +254K sh | Q1 2026 | |
| 21 | FENIMORE ASSET MANAGEMENT INC | $151.3M | 798K | ▼−2.6% Reduced · −21K sh | Q1 2026 | |
| 22 | NORTHERN TRUST CORP | $143.3M | 756K | ▲+1.0% Added · +8K sh | Q1 2026 | |
| 23 | FLOSSBACH VON STORCH SE | $140.3M | 740K | ▼−7.2% Reduced · −58K sh | Q1 2026 | |
| 24 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME | $137.2M | 724K | ▲+2.3% Added · +17K sh | Q1 2026 | |
| 25 | Fisher Asset Management, LLC | $134.2M | 708K | ▲+8.0% Added · +53K 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 |
|---|---|---|---|---|---|
| May 11, 2026 | ASHLEMAN ERIC D | CEO and President, Director | Option exercise (M) | 15K | $1.4M |
| May 11, 2026 | ASHLEMAN ERIC D | CEO and President, Director | Sell (S) | 10K | $2.3M |
| May 11, 2026 | ASHLEMAN ERIC D | CEO and President, Director | Sell (S) | 5K | $1.1M |
| May 11, 2026 | ASHLEMAN ERIC D | CEO and President, Director | Option exercise (M) | 15K | $0 |
| May 6, 2026 | Quiroz Alejandro | Director | Grant (A) | 805 | $0 |
| May 6, 2026 | Disher Stephanie | Director | Grant (A) | 805 | $0 |
| May 6, 2026 | BUTHMAN MARK A | Director | Grant (A) | 805 | $0 |
| May 6, 2026 | Beck Mark A | Director | Grant (A) | 805 | $0 |
| May 6, 2026 | Christenson Carl R | Director | Grant (A) | 805 | $0 |
| May 6, 2026 | Gunter Lakecia N | Director | Grant (A) | 805 | $0 |
| May 6, 2026 | Watts Stanfield Paris | Director | Grant (A) | 805 | $0 |
| May 6, 2026 | Glastra Matthijs | Director | Grant (A) | 805 | $0 |
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 236 funds | $278.3B |
| NVIDIA CORPNVDA | 232 funds | $387.6B |
| AMAZON.COM INCAMZN | 231 funds | $207.6B |
| ALPHABET INC-CL AGOOGL | 228 funds | $182.9B |
| META PLATFORMS INC-CLASS AMETA | 227 funds | $112.7B |
| VISA INC-CLASS A SHARESV | 227 funds | $61.9B |
| APPLE INCAAPL | 226 funds | $288.9B |
| BROADCOM INCAVGO | 226 funds | $147.4B |
| MASTERCARD INC - AMA | 224 funds | $55.9B |
| JPMORGAN CHASE & COJPM | 222 funds | $73.1B |
| COSTCO WHOLESALE CORPCOST | 221 funds | $41.4B |
| APPLIED MATERIALS INCAMAT | 220 funds | $32.0B |
Ranked by how many of IEX'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 IEX. 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.