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/LOPE/capital-change-brief"
Use Arkolith's capital_change_brief for LOPE. 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. | $478.0M | 2.8M | ▲+1.4% Added · +39K sh | Q1 2026 | |
| 2 | FMR LLC | $456.1M | 2.7M | ▲+49% Added · +882K sh | Q1 2026 | |
| 3 | VANGUARD PORTFOLIO MANAGEMENT LLC | $219.9M | 1.3M | ▲New +1.3M sh | Q1 2026 | |
| 4 | VANGUARD CAPITAL MANAGEMENT LLC | $208.6M | 1.2M | ▲New +1.2M sh | Q1 2026 | |
| 5 | WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | $166.6M | 980K | ▲+116% Added · +527K sh | Q1 2026 | |
| 6 | STATE STREET CORP | $146.3M | 860K | ▲+2.0% Added · +17K sh | Q1 2026 | |
| 7 | REINHART PARTNERS, LLC. | $109.7M | 645K | ▲+24% Added · +126K sh | Q1 2026 | |
| 8 | DIMENSIONAL FUND ADVISORS LP | $105.7M | 621K | ▼−0.7% Reduced · −4K sh | Q1 2026 | |
| 9 | GEODE CAPITAL MANAGEMENT, LLC | $96.3M | 566K | ▼−2.0% Reduced · −12K sh | Q1 2026 | |
| 10 | RIVERBRIDGE PARTNERS LLC | $79.5M | 556K | ▼−22% Reduced · −161K sh | Q2 2026 | |
| 11 | AQR CAPITAL MANAGEMENT LLC | $88.1M | 519K | ▼−20% Reduced · −130K sh | Q1 2026 | |
| 12 | BANK OF MONTREAL /CAN/ | $78.5M | 462K | ▼−3.9% Reduced · −19K sh | Q1 2026 | |
| 13 | WASATCH ADVISORS LP | $56.1M | 392K | ▲+24% Added · +76K sh | Q2 2026 | |
| 14 | NORGES BANK | $61.9M | 372K | ▲+7.0% Added · +24K sh | Q4 2025 | |
| 15 | Boston Partners | $63.2M | 371K | ▲+9.3% Added · +32K sh | Q1 2026 | |
| 16 | FIL Ltd | $60.5M | 356K | ▼−7.5% Reduced · −29K sh | Q1 2026 | |
| 17 | Quantinno Capital Management LP | $56.0M | 329K | ▲+27% Added · +70K sh | Q1 2026 | |
| 18 | MORGAN STANLEY | $53.9M | 317K | ▲+34% Added · +80K sh | Q1 2026 | |
| 19 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $52.1M | 306K | ▲+7.6% Added · +22K sh | Q1 2026 | |
| 20 | NORTHERN TRUST CORP | $46.2M | 272K | ▼−3.8% Reduced · −11K sh | Q1 2026 | |
| 21 | Hood River Capital Management LLC | $44.6M | 263K | ▼−16% Reduced · −49K sh | Q1 2026 | |
| 22 | FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | $42.8M | 252K | ▲+61% Added · +95K sh | Q1 2026 | |
| 23 | LOOMIS SAYLES & CO L P | $38.9M | 229K | ▼−7.7% Reduced · −19K sh | Q1 2026 | |
| 24 | No Street GP LP | $38.3M | 225K | ▼−10% Reduced · −25K sh | Q1 2026 | |
| 25 | GOLDMAN SACHS GROUP INC | $37.4M | 220K | ▼−32% Reduced · −104K 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 10, 2026 | Ward Sara | Director | Grant (A) | 498 | $0 |
| Jun 10, 2026 | Warren Kevin F. | Director | Grant (A) | 498 | $0 |
| Jun 10, 2026 | Keegan Lisa Graham | Director | Grant (A) | 498 | $0 |
| Jun 10, 2026 | HENRY JACK A | Director | Grant (A) | 498 | $0 |
| Jun 10, 2026 | Humphrey Chevy | Director | Grant (A) | 498 | $0 |
| May 5, 2026 | BACHUS DANIEL E | CHIEF FINANCIAL OFFICER | Gift (G) | 770 | $0 |
| May 5, 2026 | MUELLER BRIAN E | CEO, Director | Gift (G) | 300 | $0 |
| May 5, 2026 | Meyer William Stan | CHIEF OPERATING OFFICER | Gift (G) | 500 | $0 |
| Mar 1, 2026 | BACHUS DANIEL E | CHIEF FINANCIAL OFFICER | Tax withholding (F) | 2K | $394K |
| Mar 1, 2026 | MUELLER BRIAN E | CEO, Director | Tax withholding (F) | 5K | $749K |
| Mar 1, 2026 | Meyer William Stan | CHIEF OPERATING OFFICER | Tax withholding (F) | 2K | $394K |
| Mar 1, 2026 | Marsh Dilek | CHIEF INFORMATION OFFICER | Tax withholding (F) | 2K | $265K |
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 159 funds | $67.4B |
| ALPHABET INC-CL AGOOGL | 157 funds | $45.8B |
| META PLATFORMS INC-CLASS AMETA | 156 funds | $31.4B |
| NVIDIA CORPNVDA | 155 funds | $95.3B |
| APPLE INCAAPL | 155 funds | $78.7B |
| AMAZON.COM INCAMZN | 155 funds | $52.3B |
| BROADCOM INCAVGO | 154 funds | $35.9B |
| VISA INC-CLASS A SHARESV | 154 funds | $13.5B |
| COSTCO WHOLESALE CORPCOST | 154 funds | $11.2B |
| UNITEDHEALTH GROUP INCUNH | 154 funds | $6.3B |
| MASTERCARD INC - AMA | 153 funds | $11.8B |
| ORACLE CORPORCL | 153 funds | $8.1B |
Ranked by how many of LOPE'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 LOPE. 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.