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/LUCK/capital-change-brief"
Use Arkolith's capital_change_brief for LUCK. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Atairos Group, Inc. | $527.7M | 63.4M | —Held | Q1 2026 | |
| 2 | PRIVATE MANAGEMENT GROUP INC | $16.4M | 2.0M | ▲+2.9% Added · +55K sh | Q1 2026 | |
| 3 | VANGUARD CAPITAL MANAGEMENT LLC | $4.7M | 567K | ▲New +567K sh | Q1 2026 | |
| 4 | VANGUARD PORTFOLIO MANAGEMENT LLC | $4.0M | 482K | ▲New +482K sh | Q1 2026 | |
| 5 | RICE HALL JAMES & ASSOCIATES, LLC | $4.0M | 481K | ▲+53% Added · +166K sh | Q1 2026 | |
| 6 | BlackRock, Inc. | $2.8M | 335K | ▲+1.5% Added · +5K sh | Q1 2026 | |
| 7 | PRIMECAP MANAGEMENT CO/CA/ | $2.7M | 325K | —Held | Q1 2026 | |
| 8 | GREAT LAKES ADVISORS, LLC | $1.7M | 200K | ▼−0.1% Reduced · −210 sh | Q1 2026 | |
| 9 | GEODE CAPITAL MANAGEMENT, LLC | $1.6M | 197K | ▲+4.2% Added · +8K sh | Q1 2026 | |
| 10 | DIMENSIONAL FUND ADVISORS LP | $1.5M | 175K | ▼−3.2% Reduced · −6K sh | Q1 2026 | |
| 11 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $896K | 108K | ▲+0.5% Added · +530 sh | Q1 2026 | |
| 12 | NORTHERN TRUST CORP | $757K | 91K | ▼−0.1% Reduced · −145 sh | Q1 2026 | |
| 13 | STATE STREET CORP | $746K | 90K | —Held | Q1 2026 | |
| 14 | UBS Group AG | $743K | 89K | ▲+4.4% Added · +4K sh | Q1 2026 | |
| 15 | VANGUARD FIDUCIARY TRUST CO | $736K | 88K | ▲New +88K sh | Q1 2026 | |
| 16 | Clearstead Advisors, LLC | $441K | 53K | —Held | Q1 2026 | |
| 17 | STIFEL FINANCIAL CORP | $362K | 43K | ▼−27% Reduced · −16K sh | Q1 2026 | |
| 18 | Engineers Gate Manager LP | $341K | 41K | ▼−13% Reduced · −6K sh | Q1 2026 | |
| 19 | MORGAN STANLEY | $246K | 30K | ▼−43% Reduced · −22K sh | Q1 2026 | |
| 20 | Bleakley Financial Group, LLC | $214K | 26K | —Held | Q1 2026 | |
| 21 | Regal Investment Advisors LLC | $209K | 25K | ▼−4.9% Reduced · −1K sh | Q1 2026 | |
| 22 | PRICE T ROWE ASSOCIATES INC /MD/ | $135K | 16K | —Held | Q1 2026 | |
| 23 | Squarepoint Ops LLC | $109K | 13K | ▼−67% Reduced · −27K sh | Q1 2026 | |
| 24 | DEUTSCHE BANK AG\ | $68K | 8K | —Held | Q1 2026 | |
| 25 | Vanguard Global Advisers, LLC | $56K | 7K | ▲New +7K 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 8, 2026 | Bass Robert J | Director | Buy (P) | 745 | $6K |
| Jun 5, 2026 | Lavan Robert M. | Chief Financial Officer | Buy (P) | 277 | $2K |
| May 13, 2026 | Shannon Thomas F. | Chief Executive Officer, Director, 10% Owner | Option exercise (M) | 3.0M | — |
| May 13, 2026 | Shannon Thomas F. | Chief Executive Officer, Director, 10% Owner | Option exercise (M) | 3.0M | — |
| Apr 15, 2026 | Ekster Lev | Insider | Sell (S) | 3K | $25K |
| Mar 24, 2026 | Wagner Rachael A. | Director, 10% Owner | Grant (A) | 1K | — |
| Mar 24, 2026 | Shannon Thomas F. | Chief Executive Officer, Director, 10% Owner | Grant (A) | 1K | — |
| Mar 6, 2026 | Lavan Robert M. | Chief Financial Officer | Buy (P) | 246 | $2K |
| Feb 12, 2026 | Harinstein Jason | Director | Buy (P) | 13K | $98K |
| Feb 6, 2026 | Young John Alan | Director | Buy (P) | 6K | $39K |
| Jan 2, 2026 | Ekster Lev | President | Tax withholding (F) | 250 | $2K |
| Dec 18, 2025 | Ekster Lev | President | Grant (A) | 31K | $0 |
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 16 funds | $2.0B |
| JPMORGAN CHASE & COJPM | 16 funds | $1.1B |
| JOHNSON & JOHNSONJNJ | 16 funds | $448.5M |
| ABBOTT LABORATORIESABT | 16 funds | $271.1M |
| APPLE INCAAPL | 15 funds | $2.4B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 15 funds | $757.5M |
| ELI LILLY & COLLY | 15 funds | $511.1M |
| MERCK & CO. INC.MRK | 15 funds | $482.6M |
| VISA INC-CLASS A SHARESV | 15 funds | $440.4M |
| RTX CORPRTX | 15 funds | $439.9M |
| ABBVIE INCABBV | 15 funds | $410.9M |
| CHEVRON CORPCVX | 15 funds | $357.0M |
Ranked by how many of LUCK'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 LUCK. 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.