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/LOB/capital-change-brief"
Use Arkolith's capital_change_brief for LOB. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | T. Rowe Price Investment Management, Inc. | Withheld | 6.5M | ▲+0.9% Added · +62K sh | Q1 2026 | |
| 2 | BlackRock, Inc. | $113.5M | 3.4M | ▼−4.0% Reduced · −143K sh | Q1 2026 | |
| 3 | BARROW HANLEY MEWHINNEY & STRAUSS LLC | $53.6M | 1.6M | ▼−6.0% Reduced · −104K sh | Q1 2026 | |
| 4 | DIMENSIONAL FUND ADVISORS LP | $52.7M | 1.6M | ▲+3.5% Added · +55K sh | Q1 2026 | |
| 5 | VANGUARD CAPITAL MANAGEMENT LLC | $50.7M | 1.5M | ▲New +1.5M sh | Q1 2026 | |
| 6 | STATE STREET CORP | $47.5M | 1.4M | ▲+9.8% Added · +129K sh | Q1 2026 | |
| 7 | GILDER GAGNON HOWE & CO LLC | $39.5M | 1.2M | ▲New +1.2M sh | Q1 2026 | |
| 8 | VANGUARD PORTFOLIO MANAGEMENT LLC | $30.0M | 908K | ▲New +908K sh | Q1 2026 | |
| 9 | GEODE CAPITAL MANAGEMENT, LLC | $28.2M | 854K | ▲+4.5% Added · +37K sh | Q1 2026 | |
| 10 | LOOMIS SAYLES & CO L P | $24.1M | 728K | ▲+30% Added · +170K sh | Q1 2026 | |
| 11 | WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | $23.9M | 723K | ▲+11% Added · +74K sh | Q1 2026 | |
| 12 | TWO SIGMA INVESTMENTS, LP | $14.4M | 434K | ▲+52% Added · +148K sh | Q1 2026 | |
| 13 | NORTHERN TRUST CORP | $10.7M | 324K | ▲+14% Added · +39K sh | Q1 2026 | |
| 14 | GOLDMAN SACHS GROUP INC | $10.5M | 319K | ▲+8.8% Added · +26K sh | Q1 2026 | |
| 15 | FULLER & THALER ASSET MANAGEMENT, INC. | $10.4M | 315K | ▲+41% Added · +91K sh | Q1 2026 | |
| 16 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $9.6M | 291K | ▼−0.5% Reduced · −1K sh | Q1 2026 | |
| 17 | MANUFACTURERS LIFE INSURANCE COMPANY, THE | $9.4M | 285K | ▼−1.0% Reduced · −3K sh | Q1 2026 | |
| 18 | D. E. Shaw & Co., Inc. | $8.7M | 263K | ▼−22% Reduced · −75K sh | Q1 2026 | |
| 19 | RAYMOND JAMES FINANCIAL INC | $8.7M | 263K | ▲+19% Added · +43K sh | Q1 2026 | |
| 20 | HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | $8.3M | 250K | ▼−33% Reduced · −121K sh | Q1 2026 | |
| 21 | ENVESTNET ASSET MANAGEMENT INC | $7.9M | 239K | ▲+10% Added · +22K sh | Q1 2026 | |
| 22 | VANGUARD FIDUCIARY TRUST CO | $7.7M | 234K | ▲New +234K sh | Q1 2026 | |
| 23 | WHITTIER TRUST CO | $7.6M | 226K | ▲+14% Added · +27K sh | Q1 2026 | |
| 24 | MORGAN STANLEY | $7.3M | 222K | ▼−19% Reduced · −51K sh | Q1 2026 | |
| 25 | AMERICAN CENTURY COMPANIES INC | $6.0M | 182K | ▲+96% Added · +89K 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 1, 2026 | WILLIAMS WILLIAM L. III | Director | Sell (S) | 6K | $242K |
| Jul 1, 2026 | WILLIAMS WILLIAM L. III | Director | Sell (S) | 3K | $107K |
| Jun 24, 2026 | WILLIAMS WILLIAM L. III | Director | Sell (S) | 8K | $336K |
| Jun 11, 2026 | MAHAN JAMES S III | Chief Executive Officer, Director, 10% Owner | Sell (S) | 10K | $382K |
| Jun 10, 2026 | MAHAN JAMES S III | Chief Executive Officer, Director, 10% Owner | Sell (S) | 9K | $351K |
| Jun 10, 2026 | MAHAN JAMES S III | Chief Executive Officer, Director, 10% Owner | Sell (S) | 915 | $36K |
| Jun 4, 2026 | MAHAN JAMES S III | Chief Executive Officer, Director, 10% Owner | Sell (S) | 10K | $370K |
| Jun 4, 2026 | MAHAN JAMES S III | Chief Executive Officer, Director, 10% Owner | Sell (S) | 79 | $3K |
| Jun 3, 2026 | MAHAN JAMES S III | Chief Executive Officer, Director, 10% Owner | Sell (S) | 9K | $341K |
| Jun 3, 2026 | MAHAN JAMES S III | Chief Executive Officer, Director, 10% Owner | Sell (S) | 637 | $24K |
| May 28, 2026 | MAHAN JAMES S III | Chief Executive Officer, Director, 10% Owner | Sell (S) | 10K | $372K |
| May 27, 2026 | MAHAN JAMES S III | Chief Executive Officer, Director, 10% Owner | Sell (S) | 10K | $377K |
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 75 funds | $26.2B |
| NVIDIA CORPNVDA | 73 funds | $36.0B |
| APPLE INCAAPL | 72 funds | $31.2B |
| AMAZON.COM INCAMZN | 72 funds | $18.6B |
| ALPHABET INC-CL AGOOGL | 72 funds | $16.2B |
| META PLATFORMS INC-CLASS AMETA | 72 funds | $11.3B |
| JPMORGAN CHASE & COJPM | 72 funds | $9.5B |
| ELI LILLY & COLLY | 71 funds | $6.7B |
| WALMART INCWMT | 71 funds | $4.7B |
| TJX COMPANIES INCTJX | 71 funds | $2.6B |
| BROADCOM INCAVGO | 70 funds | $13.7B |
| ALPHABET INC-CL CGOOG | 70 funds | $12.7B |
Ranked by how many of LOB'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 LOB. 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.