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/LEU/capital-change-brief"
Use Arkolith's capital_change_brief for LEU. 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. | $258.3M | 1.5M | ▲+1.4% Added · +21K sh | Q1 2026 | |
| 2 | STATE STREET CORP | $243.7M | 1.4M | ▲+47% Added · +446K sh | Q1 2026 | |
| 3 | MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $215.4M | 1.2M | ▲+18% Added · +188K sh | Q1 2026 | |
| 4 | VAN ECK ASSOCIATES CORP | Withheld | 1.2M | ▲+35% Added · +314K sh | Q1 2026 | |
| 5 | VANGUARD CAPITAL MANAGEMENT LLC | $139.3M | 803K | ▲New +803K sh | Q1 2026 | |
| 6 | GEODE CAPITAL MANAGEMENT, LLC | $74.5M | 429K | ▲+3.4% Added · +14K sh | Q1 2026 | |
| 7 | Bank of New York Mellon Corp | $66.1M | 381K | ▼−19% Reduced · −92K sh | Q1 2026 | |
| 8 | DIMENSIONAL FUND ADVISORS LP | $62.2M | 358K | ▲+0.1% Added · +260 sh | Q1 2026 | |
| 9 | D. E. Shaw & Co., Inc. | $47.8M | 275K | ▼−65% Reduced · −505K sh | Q1 2026 | |
| 10 | UBS Group AG | $46.3M | 267K | ▼−21% Reduced · −69K sh | Q1 2026 | |
| 11 | AMERICAN CENTURY COMPANIES INC | $39.8M | 229K | ▼−58% Reduced · −312K sh | Q1 2026 | |
| 12 | VANGUARD PORTFOLIO MANAGEMENT LLC | $39.5M | 227K | ▲New +227K sh | Q1 2026 | |
| 13 | REAVES W H & CO INC | $36.8M | 212K | ▲+21% Added · +37K sh | Q1 2026 | |
| 14 | Goehring & Rozencwajg Associates, LLC | $35.1M | 202K | ▲+18% Added · +31K sh | Q1 2026 | |
| 15 | PRICE T ROWE ASSOCIATES INC /MD/ | $29.0M | 167K | ▼−55% Reduced · −205K sh | Q1 2026 | |
| 16 | NORTHERN TRUST CORP | $28.0M | 161K | ▲+6.8% Added · +10K sh | Q1 2026 | |
| 17 | RENAISSANCE TECHNOLOGIES LLC | $27.9M | 161K | ▲+217% Added · +110K sh | Q1 2026 | |
| 18 | MORGAN STANLEY | $27.2M | 157K | ▼−23% Reduced · −46K sh | Q1 2026 | |
| 19 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $26.1M | 151K | ▲+3.2% Added · +5K sh | Q1 2026 | |
| 20 | TWO SIGMA INVESTMENTS, LP | $23.4M | 135K | ▲+318% Added · +103K sh | Q1 2026 | |
| 21 | VANGUARD FIDUCIARY TRUST CO | $22.1M | 127K | ▲New +127K sh | Q1 2026 | |
| 22 | BNP PARIBAS FINANCIAL MARKETS | $21.8M | 125K | ▲+19% Added · +20K sh | Q1 2026 | |
| 23 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $21.6M | 124K | ▼−33% Reduced · −61K sh | Q1 2026 | |
| 24 | GOLDMAN SACHS GROUP INC | $18.5M | 107K | ▼−9.8% Reduced · −12K sh | Q1 2026 | |
| 25 | JANE STREET GROUP, LLC | $18.0M | 104K | ▼−30% Reduced · −44K 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 26, 2026 | Rothrock Ray A. | Director | Tax withholding (F) | 235 | $0 |
| Jun 26, 2026 | DONALD KIRKLAND H | Director | Tax withholding (F) | 295 | $0 |
| Jun 26, 2026 | Madia William J | Director | Tax withholding (F) | 345 | $0 |
| Jun 26, 2026 | Jonas Tina W | Director | Tax withholding (F) | 293 | $0 |
| Jun 26, 2026 | Williams Mikel H | Director | Tax withholding (F) | 302 | $0 |
| Jun 18, 2026 | Williams Mikel H | Director | Grant (A) | 757 | $0 |
| Jun 18, 2026 | Rothrock Ray A. | Director | Grant (A) | 757 | $0 |
| Jun 18, 2026 | Madia William J | Director | Grant (A) | 757 | $0 |
| Jun 18, 2026 | Jonas Tina W | Director | Grant (A) | 757 | $0 |
| Jun 18, 2026 | DONALD KIRKLAND H | Director | Grant (A) | 757 | $0 |
| Jun 17, 2026 | VEXLER AMIR VADIM | President and CEO, Director | Grant (A) | 2K | $0 |
| Jun 17, 2026 | TINELLI TODD M | SVP, CFO & Treasurer | Grant (A) | 561 | $0 |
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 125 funds | $52.6B |
| ALPHABET INC-CL AGOOGL | 123 funds | $34.4B |
| BROADCOM INCAVGO | 123 funds | $26.6B |
| ELI LILLY & COLLY | 123 funds | $13.0B |
| VISA INC-CLASS A SHARESV | 123 funds | $11.3B |
| HONEYWELL INTERNATIONAL INCHON | 123 funds | $3.0B |
| NVIDIA CORPNVDA | 122 funds | $72.2B |
| META PLATFORMS INC-CLASS AMETA | 122 funds | $23.5B |
| COSTCO WHOLESALE CORPCOST | 122 funds | $9.6B |
| AMAZON.COM INCAMZN | 121 funds | $40.7B |
| TESLA INCTSLA | 121 funds | $14.5B |
| MICRON TECHNOLOGY INCMU | 121 funds | $9.9B |
Ranked by how many of LEU'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 LEU. 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.