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/NET/capital-change-brief"
Use Arkolith's capital_change_brief for NET. 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. | $4.4B | 21.1M | ▼−6.9% Reduced · −1.6M sh | Q1 2026 | |
| 2 | VANGUARD PORTFOLIO MANAGEMENT LLC | $3.3B | 16.0M | ▲New +16.0M sh | Q1 2026 | |
| 3 | BAILLIE GIFFORD & CO | $3.3B | 15.9M | ▼−5.3% Reduced · −900K sh | Q1 2026 | |
| 4 | MORGAN STANLEY | $3.3B | 15.9M | ▼−12% Reduced · −2.1M sh | Q1 2026 | |
| 5 | VANGUARD CAPITAL MANAGEMENT LLC | $2.8B | 13.7M | ▲New +13.7M sh | Q1 2026 | |
| 6 | FMR LLC | $2.8B | 13.6M | ▲+6.3% Added · +810K sh | Q1 2026 | |
| 7 | STATE STREET CORP | $1.5B | 7.2M | ▲+2.7% Added · +190K sh | Q1 2026 | |
| 8 | GEODE CAPITAL MANAGEMENT, LLC | $1.2B | 6.0M | ▼−0.4% Reduced · −25K sh | Q1 2026 | |
| 9 | JPMORGAN CHASE & CO | $1.1B | 5.9M | ▼−57% Reduced · −7.7M sh | Q1 2026 | |
| 10 | DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt | $929.1M | 4.5M | ▲+533% Added · +3.8M sh | Q1 2026 | |
| 11 | JENNISON ASSOCIATES LLC | $906.8M | 4.4M | ▲+136% Added · +2.5M sh | Q1 2026 | |
| 12 | FIRST TRUST ADVISORS LP | $778.7M | 3.8M | ▼−6.1% Reduced · −245K sh | Q1 2026 | |
| 13 | SANDS CAPITAL MANAGEMENT, LLC | $755.6M | 3.7M | ▼−1.9% Reduced · −70K sh | Q1 2026 | |
| 14 | NORGES BANK | $718.3M | 3.6M | ▲+32% Added · +879K sh | Q4 2025 | |
| 15 | AMERICAN CENTURY COMPANIES INC | $748.4M | 3.6M | ▲+14% Added · +453K sh | Q1 2026 | |
| 16 | FRANKLIN RESOURCES INC | $691.4M | 3.4M | ▼−6.3% Reduced · −225K sh | Q1 2026 | |
| 17 | Legal & General Group Plc | $609.6M | 3.0M | ▲+4.6% Added · +129K sh | Q1 2026 | |
| 18 | VOYA INVESTMENT MANAGEMENT LLC | $594.1M | 2.9M | ▲+26% Added · +587K sh | Q1 2026 | |
| 19 | TWO SIGMA INVESTMENTS, LP | $581.8M | 2.8M | ▲+124% Added · +1.6M sh | Q1 2026 | |
| 20 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME | $524.9M | 2.5M | ▲+3.3% Added · +80K sh | Q1 2026 | |
| 21 | GOLDMAN SACHS GROUP INC | $506.0M | 2.5M | ▲+5.1% Added · +118K sh | Q1 2026 | |
| 22 | BANK OF AMERICA CORP /DE/ | $426.6M | 2.1M | ▼−9.5% Reduced · −218K sh | Q1 2026 | |
| 23 | VANGUARD FIDUCIARY TRUST CO | $413.1M | 2.0M | ▲New +2.0M sh | Q1 2026 | |
| 24 | NORTHERN TRUST CORP | $412.9M | 2.0M | ▲+1.5% Added · +30K sh | Q1 2026 | |
| 25 | CITADEL ADVISORS LLC | $400.5M | 1.9M | ▲+444% Added · +1.6M 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 17, 2026 | SEIFERT THOMAS J | Chief Financial Officer | Conversion (C) | 10K | $0 |
| Jul 17, 2026 | SEIFERT THOMAS J | Chief Financial Officer | Option exercise (M) | 10K | $0 |
| Jul 17, 2026 | SEIFERT THOMAS J | Chief Financial Officer | Option exercise (M) | 10K | $0 |
| Jul 17, 2026 | SEIFERT THOMAS J | Chief Financial Officer | Sell (S) | 300 | $84K |
| Jul 17, 2026 | SEIFERT THOMAS J | Chief Financial Officer | Sell (S) | 800 | $224K |
| Jul 17, 2026 | SEIFERT THOMAS J | Chief Financial Officer | Sell (S) | 1K | $335K |
| Jul 17, 2026 | SEIFERT THOMAS J | Chief Financial Officer | Sell (S) | 3K | $916K |
| Jul 17, 2026 | SEIFERT THOMAS J | Chief Financial Officer | Sell (S) | 2K | $482K |
| Jul 17, 2026 | SEIFERT THOMAS J | Chief Financial Officer | Sell (S) | 2K | $430K |
| Jul 17, 2026 | SEIFERT THOMAS J | Chief Financial Officer | Sell (S) | 500 | $137K |
| Jul 17, 2026 | SEIFERT THOMAS J | Chief Financial Officer | Sell (S) | 300 | $81K |
| Jul 17, 2026 | SEIFERT THOMAS J | Chief Financial Officer | Sell (S) | 100 | $27K |
| Company | Co-held by | Combined value |
|---|---|---|
| AMAZON.COM INCAMZN | 346 funds | $219.2B |
| NVIDIA CORPNVDA | 344 funds | $404.6B |
| MICROSOFT CORPMSFT | 341 funds | $276.5B |
| META PLATFORMS INC-CLASS AMETA | 340 funds | $120.2B |
| BROADCOM INCAVGO | 339 funds | $154.9B |
| APPLE INCAAPL | 338 funds | $294.9B |
| ALPHABET INC-CL AGOOGL | 335 funds | $178.8B |
| ELI LILLY & COLLY | 331 funds | $75.4B |
| VISA INC-CLASS A SHARESV | 327 funds | $62.1B |
| TESLA INCTSLA | 325 funds | $75.0B |
| ALPHABET INC-CL CGOOG | 324 funds | $121.5B |
| MASTERCARD INC - AMA | 324 funds | $57.1B |
Ranked by how many of NET'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 NET. 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.