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/KEY/capital-change-brief"
Use Arkolith's capital_change_brief for KEY. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | BANK OF NOVA SCOTIA | $3.3B | 163.0M | ▲+0.6% Added · +901K sh | Q1 2026 | |
| 2 | BlackRock, Inc. | $1.8B | 88.7M | ▼−5.7% Reduced · −5.4M sh | Q1 2026 | |
| 3 | VANGUARD CAPITAL MANAGEMENT LLC | $1.3B | 65.9M | ▲New +65.9M sh | Q1 2026 | |
| 4 | VANGUARD PORTFOLIO MANAGEMENT LLC | $1.0B | 51.5M | ▲New +51.5M sh | Q1 2026 | |
| 5 | STATE STREET CORP | $945.0M | 47.1M | ▲+2.2% Added · +998K sh | Q1 2026 | |
| 6 | FMR LLC | $937.0M | 46.7M | ▲+10% Added · +4.3M sh | Q1 2026 | |
| 7 | GEODE CAPITAL MANAGEMENT, LLC | $507.9M | 25.4M | ▲+6.0% Added · +1.4M sh | Q1 2026 | |
| 8 | PRICE T ROWE ASSOCIATES INC /MD/ | $334.7M | 16.7M | ▼−27% Reduced · −6.0M sh | Q1 2026 | |
| 9 | GOLDMAN SACHS GROUP INC | $290.6M | 14.5M | ▲+8.1% Added · +1.1M sh | Q1 2026 | |
| 10 | MORGAN STANLEY | $280.7M | 14.0M | ▼−5.0% Reduced · −730K sh | Q1 2026 | |
| 11 | NORGES BANK | $262.7M | 12.7M | ▲+13% Added · +1.5M sh | Q4 2025 | |
| 12 | North Reef Capital Management LP | $253.6M | 12.7M | ▲New +12.7M sh | Q1 2026 | |
| 13 | VICTORY CAPITAL MANAGEMENT INC | $237.6M | 11.9M | ▲+49% Added · +3.9M sh | Q1 2026 | |
| 14 | DIMENSIONAL FUND ADVISORS LP | $214.8M | 10.7M | ▲+0.3% Added · +28K sh | Q1 2026 | |
| 15 | NORTHERN TRUST CORP | $201.4M | 10.0M | ▼−0.2% Reduced · −25K sh | Q1 2026 | |
| 16 | DEUTSCHE BANK AG\ | $199.5M | 10.0M | ▲+20% Added · +1.7M sh | Q1 2026 | |
| 17 | Ninety One UK Ltd | $192.6M | 9.6M | ▲New +9.6M sh | Q1 2026 | |
| 18 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $186.4M | 9.3M | ▲+2.9% Added · +265K sh | Q1 2026 | |
| 19 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME | $163.2M | 8.1M | ▲+7.2% Added · +547K sh | Q1 2026 | |
| 20 | AQR CAPITAL MANAGEMENT LLC | $156.4M | 7.9M | ▲+9.9% Added · +710K sh | Q1 2026 | |
| 21 | HoldCo Asset Management, LP | $149.5M | 7.5M | —Held | Q1 2026 | |
| 22 | UBS Group AG | $137.9M | 6.9M | ▲+2.0% Added · +137K sh | Q1 2026 | |
| 23 | BALYASNY ASSET MANAGEMENT L.P. | $129.9M | 6.5M | ▲363× Added · +6.5M sh | Q1 2026 | |
| 24 | DIAMOND HILL CAPITAL MANAGEMENT INC | $125.6M | 6.3M | ▼−42% Reduced · −4.4M sh | Q1 2026 | |
| 25 | BANK OF AMERICA CORP /DE/ | $113.7M | 5.7M | ▼−15% Reduced · −974K 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 7, 2026 | BANK OF NOVA SCOTIA | Director, 10% Owner | Disposed to issuer (D) | 177K | $4.1M |
| Jul 1, 2026 | Snyder Barbara R | Director | Option exercise (M) | 2K | — |
| Jul 1, 2026 | Snyder Barbara R | Director | Option exercise (M) | 20K | — |
| Jul 1, 2026 | Snyder Barbara R | Director | Option exercise (M) | 2K | — |
| Jul 1, 2026 | CUTLER ALEXANDER M | Director | Option exercise (M) | 27K | — |
| Jul 1, 2026 | CUTLER ALEXANDER M | Director | Option exercise (M) | 27K | $0 |
| Jul 1, 2026 | VASOS TODD J | Director | Option exercise (M) | 27K | — |
| Jul 1, 2026 | VASOS TODD J | Director | Option exercise (M) | 27K | $0 |
| Jul 1, 2026 | Snyder Barbara R | Director | Option exercise (M) | 20K | $0 |
| Jun 30, 2026 | VASOS TODD J | Director | Grant (A) | 2K | $0 |
| Jun 30, 2026 | Rankin Devina A | Director | Grant (A) | 1K | $0 |
| Jun 30, 2026 | Hayes Robin | Director | Grant (A) | 1K | $0 |
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 289 funds | $262.0B |
| AMAZON.COM INCAMZN | 287 funds | $196.2B |
| META PLATFORMS INC-CLASS AMETA | 287 funds | $105.9B |
| NVIDIA CORPNVDA | 285 funds | $371.5B |
| JPMORGAN CHASE & COJPM | 284 funds | $67.4B |
| ALPHABET INC-CL AGOOGL | 282 funds | $172.0B |
| APPLE INCAAPL | 281 funds | $285.3B |
| BROADCOM INCAVGO | 281 funds | $145.4B |
| ELI LILLY & COLLY | 281 funds | $83.0B |
| VISA INC-CLASS A SHARESV | 279 funds | $55.6B |
| CITIGROUP INCC | 279 funds | $27.9B |
| BANK OF AMERICA CORPBAC | 278 funds | $31.9B |
Ranked by how many of KEY'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 KEY. 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.