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/PL/capital-change-brief"
Use Arkolith's capital_change_brief for PL. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Alphabet Inc. | $985.2M | 35.2M | ▲+10% Added · +3.3M sh | Q1 2026 | |
| 2 | BlackRock, Inc. | $711.8M | 25.5M | ▲+26% Added · +5.2M sh | Q1 2026 | |
| 3 | VANGUARD PORTFOLIO MANAGEMENT LLC | $341.1M | 12.2M | ▲New +12.2M sh | Q1 2026 | |
| 4 | VANGUARD CAPITAL MANAGEMENT LLC | $340.6M | 12.2M | ▲New +12.2M sh | Q1 2026 | |
| 5 | VAN ECK ASSOCIATES CORP | Withheld | 8.3M | ▲+7.8% Added · +603K sh | Q1 2026 | |
| 6 | D. E. Shaw & Co., Inc. | $222.8M | 8.0M | ▼−19% Reduced · −1.9M sh | Q1 2026 | |
| 7 | CANADA PENSION PLAN INVESTMENT BOARD | $219.2M | 7.8M | ▼−0.8% Reduced · −61K sh | Q1 2026 | |
| 8 | STATE STREET CORP | $192.3M | 6.9M | ▲+15% Added · +891K sh | Q1 2026 | |
| 9 | TWO SIGMA INVESTMENTS, LP | $188.9M | 6.8M | ▲+50% Added · +2.3M sh | Q1 2026 | |
| 10 | GEODE CAPITAL MANAGEMENT, LLC | $183.3M | 6.6M | ▲+15% Added · +856K sh | Q1 2026 | |
| 11 | GOLDMAN SACHS GROUP INC | $174.0M | 6.2M | ▲+50% Added · +2.1M sh | Q1 2026 | |
| 12 | AMERICAN CENTURY COMPANIES INC | $162.5M | 5.8M | ▲72× Added · +5.7M sh | Q1 2026 | |
| 13 | Capricorn Investment Group LLC | $125.0M | 5.4M | ▼−25% Reduced · −1.8M sh | Q1 2026 | |
| 14 | ALLIANCEBERNSTEIN L.P. | $79.6M | 4.0M | ▲17× Added · +3.8M sh | Q1 2026 | |
| 15 | DIMENSIONAL FUND ADVISORS LP | $112.2M | 4.0M | ▲+1.8% Added · +71K sh | Q1 2026 | |
| 16 | UBS Group AG | $101.1M | 3.6M | ▲+363% Added · +2.8M sh | Q1 2026 | |
| 17 | FMR LLC | $89.0M | 3.2M | ▲+18% Added · +487K sh | Q1 2026 | |
| 18 | Nuveen, LLC | $75.8M | 2.7M | ▼−10% Reduced · −310K sh | Q1 2026 | |
| 19 | NORTHERN TRUST CORP | $64.6M | 2.3M | ▲+15% Added · +295K sh | Q1 2026 | |
| 20 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $63.7M | 2.3M | ▲+10% Added · +207K sh | Q1 2026 | |
| 21 | Connor, Clark & Lunn Investment Management Ltd. | $55.4M | 2.0M | ▼−36% Reduced · −1.1M sh | Q1 2026 | |
| 22 | OPPENHEIMER & CO INC | $54.8M | 2.0M | ▲+6.9% Added · +126K sh | Q1 2026 | |
| 23 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $54.0M | 1.9M | ▲+80% Added · +861K sh | Q1 2026 | |
| 24 | VANGUARD FIDUCIARY TRUST CO | $53.9M | 1.9M | ▲New +1.9M sh | Q1 2026 | |
| 25 | FULLER & THALER ASSET MANAGEMENT, INC. | $51.7M | 1.9M | ▲New +1.9M 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 15, 2026 | Robinson Kristen | Director | Sell (S) | 37K | $930K |
| Jul 15, 2026 | Robinson Kristen | Director | Other (J) | 37K | $0 |
| Jul 15, 2026 | Robinson Kristen | Director | Other (J) | 37K | $0 |
| Jul 13, 2026 | Raymond John w | Director | Sell (S) | 6K | $170K |
| Jul 13, 2026 | Raymond John w | Director | Other (J) | 44K | $0 |
| Jul 13, 2026 | Raymond John w | Director | Other (J) | 44K | $0 |
| Jul 10, 2026 | Marshall William Spencer | Co-Founder and CEO, Director | Sell (S) | 200K | $5.2M |
| Jul 10, 2026 | Schingler Robert H | Co-Founder Chief Strategy Off., Director | Sell (S) | 65K | $1.7M |
| Jul 10, 2026 | Schingler Robert H | Co-Founder Chief Strategy Off., Director | Sell (S) | 25K | $648K |
| Jul 9, 2026 | Robinson Kristen | Director | Grant (A) | 6K | $0 |
| Jul 9, 2026 | SMITH GARY B | Director | Grant (A) | 2K | $0 |
| Jul 9, 2026 | SMITH GARY B | Director | Grant (A) | 6K | $0 |
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 134 funds | $54.0B |
| NVIDIA CORPNVDA | 130 funds | $83.7B |
| META PLATFORMS INC-CLASS AMETA | 128 funds | $24.7B |
| ELI LILLY & COLLY | 128 funds | $14.4B |
| AMAZON.COM INCAMZN | 127 funds | $39.3B |
| COSTCO WHOLESALE CORPCOST | 127 funds | $8.5B |
| APPLE INCAAPL | 126 funds | $62.5B |
| ALPHABET INC-CL AGOOGL | 126 funds | $35.4B |
| ALPHABET INC-CL CGOOG | 125 funds | $24.8B |
| TESLA INCTSLA | 125 funds | $16.4B |
| BROADCOM INCAVGO | 124 funds | $29.2B |
| NETFLIX INCNFLX | 124 funds | $8.6B |
Ranked by how many of PL'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 PL. 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.