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/NG/capital-change-brief"
Use Arkolith's capital_change_brief for NG. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Lingotto Investment Management LLP | $330.8M | 36.8M | ▲+4.7% Added · +1.6M sh | Q1 2026 | |
| 2 | PAULSON & CO. INC. | $244.6M | 27.2M | —Held | Q1 2026 | |
| 3 | FMR LLC | $199.0M | 22.1M | ▼−7.4% Reduced · −1.8M sh | Q1 2026 | |
| 4 | BlackRock, Inc. | $156.0M | 17.4M | ▼−9.7% Reduced · −1.9M sh | Q1 2026 | |
| 5 | D. E. Shaw & Co., Inc. | $85.7M | 9.5M | ▲+8.3% Added · +731K sh | Q1 2026 | |
| 6 | First Eagle Investment Management, LLC | $82.4M | 9.2M | ▼~0% Reduced · −4K sh | Q1 2026 | |
| 7 | VANGUARD CAPITAL MANAGEMENT LLC | $73.1M | 8.1M | ▲New +8.1M sh | Q1 2026 | |
| 8 | VAN ECK ASSOCIATES CORP | Withheld | 7.7M | ▲+0.9% Added · +70K sh | Q1 2026 | |
| 9 | PRINCIPAL FINANCIAL GROUP INC | $51.4M | 5.7M | ▲325× Added · +5.7M sh | Q1 2026 | |
| 10 | TEACHER RETIREMENT SYSTEM OF TEXAS | $46.5M | 5.2M | ▼−3.7% Reduced · −200K sh | Q1 2026 | |
| 11 | Amundi | $45.4M | 5.1M | ▲+12% Added · +521K sh | Q1 2026 | |
| 12 | Bank Pictet & Cie (Europe) AG | $42.0M | 4.7M | ▼−18% Reduced · −1.0M sh | Q1 2026 | |
| 13 | STATE STREET CORP | $41.0M | 4.6M | ▼−4.1% Reduced · −195K sh | Q1 2026 | |
| 14 | UBS Group AG | $38.9M | 4.3M | ▲+5.8% Added · +238K sh | Q1 2026 | |
| 15 | GEODE CAPITAL MANAGEMENT, LLC | $32.0M | 3.6M | ▼−4.6% Reduced · −173K sh | Q1 2026 | |
| 16 | MARSHALL WACE, LLP | $26.4M | 2.9M | ▲+268% Added · +2.1M sh | Q1 2026 | |
| 17 | MORGAN STANLEY | $25.8M | 2.9M | ▲+1.7% Added · +48K sh | Q1 2026 | |
| 18 | Empyrean Capital Partners, LP | $24.2M | 2.7M | ▼−0.2% Reduced · −5K sh | Q1 2026 | |
| 19 | VANGUARD FIDUCIARY TRUST CO | $24.2M | 2.7M | ▲New +2.7M sh | Q1 2026 | |
| 20 | BANK OF AMERICA CORP /DE/ | $22.6M | 2.5M | ▼−15% Reduced · −441K sh | Q1 2026 | |
| 21 | VANGUARD PORTFOLIO MANAGEMENT LLC | $16.6M | 1.8M | ▲New +1.8M sh | Q1 2026 | |
| 22 | BANK OF MONTREAL /CAN/ | $15.0M | 1.7M | ▼−2.2% Reduced · −38K sh | Q1 2026 | |
| 23 | NORTHERN TRUST CORP | $14.2M | 1.6M | ▼−3.0% Reduced · −48K sh | Q1 2026 | |
| 24 | GOLDMAN SACHS GROUP INC | $11.5M | 1.3M | ▼−38% Reduced · −787K sh | Q1 2026 | |
| 25 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $10.7M | 1.2M | ▼−15% Reduced · −207K 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 30, 2026 | Lang Gregory A. | President and CEO, Director | Grant (A) | 2K | $17K |
| Jun 30, 2026 | WILLIAMS RICHARD ALAN | Vice President & COO | Grant (A) | 994 | $9K |
| Jun 30, 2026 | ADAMEK PETER | Vice President & CFO | Grant (A) | 889 | $8K |
| Jun 1, 2026 | KAPLAN THOMAS SCOTT | Director | Grant (A) | 1K | $0 |
| Jun 1, 2026 | Schutt Ethan | Director | Grant (A) | 651 | $0 |
| Jun 1, 2026 | Whittaker Dawn Patricia | Director | Grant (A) | 1K | $0 |
| Jun 1, 2026 | KYLE HUME D. | Director | Grant (A) | 1K | $0 |
| Jun 1, 2026 | MCARTHUR C. KEVIN | Director | Grant (A) | 651 | $0 |
| Jun 1, 2026 | Muniz Quintanilla Daniel | Director | Grant (A) | 1K | $0 |
| Jun 1, 2026 | MADHAVPEDDI KALIDAS V | Director | Grant (A) | 651 | $0 |
| Jun 1, 2026 | Erfan Ali | Director | Grant (A) | 1K | $0 |
| Jun 1, 2026 | Dorward-King Elaine J | Director | Grant (A) | 1K | $0 |
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 75 funds | $29.6B |
| AMAZON.COM INCAMZN | 74 funds | $21.9B |
| META PLATFORMS INC-CLASS AMETA | 74 funds | $15.4B |
| UNITEDHEALTH GROUP INCUNH | 74 funds | $3.0B |
| NVIDIA CORPNVDA | 73 funds | $43.7B |
| ALPHABET INC-CL AGOOGL | 73 funds | $19.8B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 73 funds | $7.4B |
| CHEVRON CORPCVX | 73 funds | $4.4B |
| HOME DEPOT INCHD | 73 funds | $4.1B |
| UNION PACIFIC CORPUNP | 73 funds | $2.0B |
| ALPHABET INC-CL CGOOG | 72 funds | $15.0B |
| JPMORGAN CHASE & COJPM | 72 funds | $10.0B |
Ranked by how many of NG'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 NG. 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.