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/ON/capital-change-brief"
Use Arkolith's capital_change_brief for ON. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | FMR LLC | $3.6B | 58.2M | ▼−2.0% Reduced · −1.2M sh | Q1 2026 | |
| 2 | BlackRock, Inc. | $2.5B | 39.9M | ▼−1.2% Reduced · −491K sh | Q1 2026 | |
| 3 | VANGUARD CAPITAL MANAGEMENT LLC | $1.6B | 25.6M | ▲New +25.6M sh | Q1 2026 | |
| 4 | VANGUARD PORTFOLIO MANAGEMENT LLC | $1.2B | 20.1M | ▲New +20.1M sh | Q1 2026 | |
| 5 | STATE STREET CORP | $1.1B | 18.3M | ▼−2.9% Reduced · −542K sh | Q1 2026 | |
| 6 | JPMORGAN CHASE & CO | $896.6M | 16.1M | ▲+108% Added · +8.4M sh | Q1 2026 | |
| 7 | JANUS HENDERSON GROUP PLC | $848.4M | 13.7M | ▲+11% Added · +1.3M sh | Q1 2026 | |
| 8 | GEODE CAPITAL MANAGEMENT, LLC | $665.5M | 10.8M | ▼−2.2% Reduced · −245K sh | Q1 2026 | |
| 9 | Slate Path Capital LP | $482.9M | 7.8M | ▼−26% Reduced · −2.7M sh | Q1 2026 | |
| 10 | GOLDMAN SACHS GROUP INC | $411.0M | 6.6M | ▲+4.7% Added · +299K sh | Q1 2026 | |
| 11 | AMERIPRISE FINANCIAL INC | $399.6M | 6.5M | ▲+5.2% Added · +319K sh | Q1 2026 | |
| 12 | NORGES BANK | $330.9M | 6.1M | ▲+40% Added · +1.7M sh | Q4 2025 | |
| 13 | MORGAN STANLEY | $378.2M | 6.1M | ▼−8.9% Reduced · −597K sh | Q1 2026 | |
| 14 | Allspring Global Investments Holdings, LLC | $379.4M | 6.1M | ▼−4.1% Reduced · −264K sh | Q1 2026 | |
| 15 | BANK OF AMERICA CORP /DE/ | $323.6M | 5.2M | ▼−23% Reduced · −1.5M sh | Q1 2026 | |
| 16 | Amundi | $300.4M | 4.9M | ▲+45% Added · +1.5M sh | Q1 2026 | |
| 17 | CITIGROUP INC | $288.6M | 4.7M | ▲+0.9% Added · +41K sh | Q1 2026 | |
| 18 | Pictet Asset Management Holding SA | $284.5M | 4.6M | ▲+15% Added · +616K sh | Q1 2026 | |
| 19 | TWO SIGMA INVESTMENTS, LP | $275.8M | 4.5M | ▲+12% Added · +460K sh | Q1 2026 | |
| 20 | VAN ECK ASSOCIATES CORP | Withheld | 4.4M | ▲+7.6% Added · +311K sh | Q1 2026 | |
| 21 | BAILLIE GIFFORD & CO | $265.5M | 4.3M | ▼−9.3% Reduced · −438K sh | Q1 2026 | |
| 22 | BARCLAYS PLC | $243.0M | 3.9M | ▼−16% Reduced · −736K sh | Q1 2026 | |
| 23 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME | $216.9M | 3.5M | ▲+12% Added · +377K sh | Q1 2026 | |
| 24 | UBS Group AG | $215.7M | 3.5M | ▲+4.6% Added · +154K sh | Q1 2026 | |
| 25 | NORTHERN TRUST CORP | $213.7M | 3.5M | ▼−2.4% Reduced · −84K 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 2, 2026 | MASCARENAS PAUL ANTHONY | Director | Grant (A) | 116 | $11K |
| May 26, 2026 | GOPALSWAMY SUDHIR | Group President, AMG & ISG | Tax withholding (F) | 470 | $60K |
| May 14, 2026 | CARTER SUSAN K | Director | Grant (A) | 2K | $0 |
| May 14, 2026 | MASCARENAS PAUL ANTHONY | Director | Grant (A) | 2K | $0 |
| May 14, 2026 | Deitrich Thomas | Director | Grant (A) | 2K | $0 |
| May 14, 2026 | WATERS GREGORY L | Director | Grant (A) | 2K | $0 |
| May 14, 2026 | KIDDOO BRUCE E | Director | Grant (A) | 2K | $0 |
| May 14, 2026 | Yan Christine Y | Director | Grant (A) | 2K | $0 |
| Apr 24, 2026 | Thad Trent | Exec VP & CFO | Sell (S) | 30K | $3.0M |
| Apr 23, 2026 | Thad Trent | Exec VP & CFO | Sell (S) | 30K | $2.8M |
| Apr 16, 2026 | Thad Trent | Exec VP & CFO | Sell (S) | 30K | $2.4M |
| Apr 3, 2026 | MASCARENAS PAUL ANTHONY | Director | Grant (A) | 168 | $10K |
| Company | Co-held by | Combined value |
|---|---|---|
| NVIDIA CORPNVDA | 270 funds | $363.6B |
| APPLE INCAAPL | 267 funds | $274.0B |
| AMAZON.COM INCAMZN | 267 funds | $194.6B |
| MICROSOFT CORPMSFT | 266 funds | $255.6B |
| ALPHABET INC-CL AGOOGL | 263 funds | $159.9B |
| JPMORGAN CHASE & COJPM | 260 funds | $60.7B |
| VISA INC-CLASS A SHARESV | 260 funds | $50.9B |
| BANK OF AMERICA CORPBAC | 260 funds | $28.3B |
| BROADCOM INCAVGO | 259 funds | $143.3B |
| META PLATFORMS INC-CLASS AMETA | 259 funds | $106.6B |
| ELI LILLY & COLLY | 259 funds | $69.1B |
| MASTERCARD INC - AMA | 259 funds | $48.2B |
Ranked by how many of ON'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 ON. 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.