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/NOTE/capital-change-brief"
Use Arkolith's capital_change_brief for NOTE. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | SIMPLEX TRADING, LLC | $1K | 6K | ▲+96% Added · +3K sh | Q1 2026 | |
| 2 | CoreCap Advisors, LLC | $73 | 285 | —Held | Q1 2026 | |
| 3 | Rockefeller Capital Management L.P. | $21 | 83 | —Held | Q1 2026 | |
| 4 | DANSKE BANK A/S | $0 | 1 | —Held | 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 9, 2026 | Compton Key | President and CEO, Director | Other (J) | 89K | $0 |
| May 15, 2026 | Resnik Josh | President and CEO | Tax withholding (F) | 5K | $1K |
| May 15, 2026 | Resnik Josh | President and CEO | Tax withholding (F) | 2K | $342 |
| May 6, 2026 | Compton Key | Director | Other (J) | 431K | $0 |
| Apr 17, 2026 | Resnik Josh | President and CEO | Tax withholding (F) | 1K | $275 |
| Apr 17, 2026 | Aman Todd | Chief Legal & Admin. Officer | Tax withholding (F) | 317 | $82 |
| Apr 9, 2026 | Aman Todd | Chief Legal & Admin. Officer | Tax withholding (F) | 2K | $581 |
| Feb 12, 2026 | Resnik Josh | President and CEO | Tax withholding (F) | 1K | $1K |
| Feb 12, 2026 | Resnik Josh | President and CEO | Tax withholding (F) | 4K | $4K |
| Feb 12, 2026 | Donnell Paul | Chief Accounting Officer | Tax withholding (F) | 233 | $268 |
| Feb 9, 2026 | Aman Todd | Chief Legal & Admin. Officer | Tax withholding (F) | 67 | $82 |
| Feb 9, 2026 | Yao Gerald | Director | Tax withholding (F) | 42 | $51 |
| Company | Co-held by | Combined value |
|---|---|---|
| ALPHABET INC-CL AGOOGL | 9 funds | $3.9B |
| META PLATFORMS INC-CLASS AMETA | 9 funds | $2.9B |
| JPMORGAN CHASE & COJPM | 9 funds | $2.4B |
| EBAY INCEBAY | 9 funds | $1.2B |
| UNITEDHEALTH GROUP INCUNH | 9 funds | $734.3M |
| NU HOLDINGS LTD/CAYMAN ISL-ANU | 9 funds | $193.8M |
| MICROSOFT CORPMSFT | 8 funds | $5.7B |
| AMAZON.COM INCAMZN | 8 funds | $5.5B |
| BROADCOM INCAVGO | 8 funds | $3.3B |
| TESLA INCTSLA | 8 funds | $1.9B |
| ELI LILLY & COLLY | 8 funds | $1.6B |
| PAYPAL HOLDINGS INCPYPL | 8 funds | $1.6B |
Ranked by how many of NOTE'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 NOTE. 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.