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/NEXT/capital-change-brief"
Use Arkolith's capital_change_brief for NEXT. 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. | $175.9M | 23.0M | ▲+8.2% Added · +1.7M sh | Q1 2026 | |
| 2 | Mubadala Investment Co PJSC | $108.8M | 14.2M | —Held | Q1 2026 | |
| 3 | VANGUARD CAPITAL MANAGEMENT LLC | $45.2M | 5.9M | ▲New +5.9M sh | Q1 2026 | |
| 4 | Catalyst Capital Advisors LLC | $40.0M | 5.2M | ▲+12% Added · +574K sh | Q1 2026 | |
| 5 | GEODE CAPITAL MANAGEMENT, LLC | $30.8M | 4.0M | ▲+16% Added · +564K sh | Q1 2026 | |
| 6 | STATE STREET CORP | $27.2M | 3.5M | ▲+21% Added · +626K sh | Q1 2026 | |
| 7 | MILLENNIUM MANAGEMENT LLC | $19.6M | 2.6M | ▲+188% Added · +1.7M sh | Q1 2026 | |
| 8 | NEOS Investment Management LLC | $19.5M | 2.5M | ▲18× Added · +2.4M sh | Q1 2026 | |
| 9 | BALYASNY ASSET MANAGEMENT L.P. | $19.5M | 2.5M | ▲+12% Added · +273K sh | Q1 2026 | |
| 10 | VANGUARD PORTFOLIO MANAGEMENT LLC | $18.7M | 2.4M | ▲New +2.4M sh | Q1 2026 | |
| 11 | HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | $14.5M | 1.9M | ▼−28% Reduced · −730K sh | Q1 2026 | |
| 12 | BANK OF AMERICA CORP /DE/ | $14.4M | 1.9M | ▼−0.6% Reduced · −11K sh | Q1 2026 | |
| 13 | CITIGROUP INC | $14.2M | 1.9M | ▲+77% Added · +805K sh | Q1 2026 | |
| 14 | MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $12.4M | 1.6M | ▼−9.6% Reduced · −172K sh | Q1 2026 | |
| 15 | WESTWOOD HOLDINGS GROUP INC | $10.5M | 1.4M | ▲+3.5% Added · +46K sh | Q1 2026 | |
| 16 | NORTHERN TRUST CORP | $9.8M | 1.3M | ▲+23% Added · +238K sh | Q1 2026 | |
| 17 | GOLDMAN SACHS GROUP INC | $9.4M | 1.2M | ▼−27% Reduced · −446K sh | Q1 2026 | |
| 18 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $9.4M | 1.2M | ▲+6.0% Added · +69K sh | Q1 2026 | |
| 19 | TUDOR INVESTMENT CORP ET AL | $8.4M | 1.1M | ▲+75% Added · +472K sh | Q1 2026 | |
| 20 | VANGUARD FIDUCIARY TRUST CO | $7.8M | 1.0M | ▲New +1.0M sh | Q1 2026 | |
| 21 | Nuveen, LLC | $6.0M | 785K | ▼−15% Reduced · −142K sh | Q1 2026 | |
| 22 | MORGAN STANLEY | $5.0M | 655K | ▼−53% Reduced · −734K sh | Q1 2026 | |
| 23 | FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | $4.9M | 644K | ▲+0.3% Added · +2K sh | Q1 2026 | |
| 24 | Sourcerock Group LLC | $4.5M | 591K | ▲+48% Added · +191K sh | Q1 2026 | |
| 25 | CITADEL ADVISORS LLC | $4.5M | 587K | ▼−64% Reduced · −1.0M 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 10, 2026 | Schatzman Matthew K | Chief Executive Officer, Director | Tax withholding (F) | 267K | $2.1M |
| Jul 10, 2026 | de Gyarfas Vera | General Counsel | Tax withholding (F) | 52K | $415K |
| Jun 15, 2026 | Brown Charles Q. Jr. | Director | Grant (A) | 12K | $0 |
| Jun 15, 2026 | STOVER DAVID L | Director | Grant (A) | 21K | $0 |
| May 13, 2026 | Boylston Luke | Controller | Tax withholding (F) | 1K | $11K |
| Mar 23, 2026 | Beall Pamela K.M. | Director | Buy (P) | 72K | $506K |
| Jan 30, 2026 | Beall Pamela K.M. | Director | Grant (A) | 30K | $0 |
| Jan 30, 2026 | Sands Diana L | Director | Grant (A) | 41K | $0 |
| Jan 30, 2026 | Wells Louis Spencer | Director | Grant (A) | 30K | $0 |
| Jan 30, 2026 | Vrattos William C | Director | Grant (A) | 52K | $0 |
| Jan 30, 2026 | Belke Brian | Director | Grant (A) | 49K | $0 |
| Jan 30, 2026 | Scoggins Edward Andrew Jr. | Director | Grant (A) | 30K | $0 |
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 66 funds | $21.0B |
| ALPHABET INC-CL AGOOGL | 64 funds | $13.0B |
| ELI LILLY & COLLY | 64 funds | $5.6B |
| AMAZON.COM INCAMZN | 63 funds | $19.6B |
| BROADCOM INCAVGO | 63 funds | $11.6B |
| VISA INC-CLASS A SHARESV | 63 funds | $4.8B |
| FEDEX CORPFDX | 63 funds | $2.1B |
| NVIDIA CORPNVDA | 62 funds | $33.4B |
| APPLE INCAAPL | 62 funds | $26.6B |
| META PLATFORMS INC-CLASS AMETA | 62 funds | $10.2B |
| TESLA INCTSLA | 62 funds | $9.4B |
| MICRON TECHNOLOGY INCMU | 62 funds | $4.8B |
Ranked by how many of NEXT'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 NEXT. 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.