| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | $301.3M | 4.0M | ▲+0.7% Added · +27K sh | Q1 2026 | |
| 2 | River Road Asset Management, LLC | $122.3M | 1.6M | ▲+0.5% Added · +8K sh | Q1 2026 | |
| 3 | DIMENSIONAL FUND ADVISORS LP | $98.6M | 1.3M | ▲+3.8% Added · +48K sh | Q1 2026 | |
| 4 | VANGUARD CAPITAL MANAGEMENT LLC | $87.7M | 1.2M | →First observed position No prior filed position | Q1 2026 | |
| 5 | VANGUARD PORTFOLIO MANAGEMENT LLC | $82.8M | 1.1M | →First observed position No prior filed position | Q1 2026 | |
| 6 | STATE STREET CORP | $76.3M | 1.0M | ▲+0.2% Added · +2K sh | Q1 2026 | |
| 7 | AMERICAN CENTURY COMPANIES INC | $73.5M | 976K | ▼−3.5% Reduced · −36K sh | Q1 2026 | |
| 8 | FMR LLC | $57.6M | 765K | ▲+3.3% Added · +25K sh | Q1 2026 | |
| 9 | GENEVA CAPITAL MANAGEMENT LLC | $57.2M | 760K | ▼−7.8% Reduced · −64K sh | Q1 2026 | |
| 10 | MORGAN STANLEY | $54.3M | 722K | ▼−4.1% Reduced · −31K sh | Q1 2026 | |
| 11 | GEODE CAPITAL MANAGEMENT, LLC | $52.1M | 692K | ▲+1.9% Added · +13K sh | Q1 2026 | |
| 12 | FIRST TRUST ADVISORS LP | $43.6M | 579K | ▲+118% Added · +314K sh | Q1 2026 | |
| 13 | SILVERCREST ASSET MANAGEMENT GROUP LLC | $35.8M | 476K | ▼−5.1% Reduced · −26K sh | Q1 2026 | |
| 14 | NORTHERN TRUST CORP | $31.5M | 418K | ▼−7.3% Reduced · −33K sh | Q1 2026 | |
| 15 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $29.1M | 387K | ▼−3.7% Reduced · −15K sh | Q1 2026 | |
| 16 | Swedbank AB | $25.6M | 340K | ▼−15% Reduced · −60K sh | Q1 2026 | |
| 17 | PRICE T ROWE ASSOCIATES INC /MD/ | $21.3M | 284K | ▼−4.9% Reduced · −15K sh | Q1 2026 | |
| 18 | ROYAL BANK OF CANADA | $21.0M | 279K | ▲+9.6% Added · +24K sh | Q1 2026 | |
| 19 | LONDON CO OF VIRGINIA | $20.3M | 270K | ▼−2.7% Reduced · −8K sh | Q1 2026 | |
| 20 | ENVESTNET ASSET MANAGEMENT INC | $16.6M | 221K | ▲+2.3% Added · +5K sh | Q1 2026 | |
| 21 | Bank of New York Mellon Corp | $16.0M | 213K | ▼−2.5% Reduced · −6K sh | Q1 2026 | |
| 22 | PRUDENTIAL FINANCIAL INC | $14.6M | 194K | ▲+135% Added · +111K sh | Q1 2026 | |
| 23 | GOLDMAN SACHS GROUP INC | $14.5M | 192K | ▼−8.8% Reduced · −19K sh | Q1 2026 | |
| 24 | VANGUARD FIDUCIARY TRUST CO | $12.7M | 169K | →First observed position No prior filed position | Q1 2026 | |
| 25 | HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | $12.2M | 162K | ▲+20% Added · +27K 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.
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 91 funds | $39.3B |
| APPLE INCAAPL | 90 funds | $46.8B |
| ALPHABET INC-CL AGOOGL | 88 funds | $26.0B |
| JPMORGAN CHASE & COJPM | 88 funds | $13.2B |
| COSTCO WHOLESALE CORPCOST | 88 funds | $6.8B |
| NVIDIA CORPNVDA | 87 funds | $55.9B |
| AMAZON.COM INCAMZN | 87 funds | $28.0B |
| VISA INC-CLASS A SHARESV | 87 funds | $7.8B |
| MASTERCARD INC - AMA | 87 funds | $7.2B |
| ELI LILLY & COLLY | 86 funds | $10.2B |
| BANK OF AMERICA CORPBAC | 86 funds | $4.3B |
| UNITEDHEALTH GROUP INCUNH | 86 funds | $4.1B |
Ranked by how many of PLUS's institutional holders also hold each name, a cross-fund conviction signal.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| May 11, 2026 | RAIGUEL DARREN S | CHIEF OPERATING OFFICER | Sell (S) | 374 | $33K |
| May 11, 2026 | RAIGUEL DARREN S | CHIEF OPERATING OFFICER | Sell (S) | 450 | $41K |
| May 11, 2026 | RAIGUEL DARREN S | CHIEF OPERATING OFFICER | Sell (S) | 176 | $16K |
| May 8, 2026 | RAIGUEL DARREN S | CHIEF OPERATING OFFICER | Sell (S) | 71 | $6K |
| May 8, 2026 | RAIGUEL DARREN S | CHIEF OPERATING OFFICER | Sell (S) | 157 | $14K |
| May 8, 2026 | RAIGUEL DARREN S | CHIEF OPERATING OFFICER | Sell (S) | 56 | $5K |
| May 6, 2026 | RAIGUEL DARREN S | CHIEF OPERATING OFFICER | Sell (S) | 5 | $440 |
| Feb 10, 2026 | RAIGUEL DARREN S | Chief Operating Officer | Sell (S) | 75 | $7K |
| Feb 10, 2026 | RAIGUEL DARREN S | Chief Operating Officer | Sell (S) | 236 | $21K |
| Feb 9, 2026 | RAIGUEL DARREN S | Chief Operating Officer | Sell (S) | 400 | $35K |
| Dec 8, 2025 | Callies John E | Director | Sell (S) | 560 | $50K |
| Sep 16, 2024 | Marion Elaine D | Chief Financial Officer | Sell (S) | 328 | $31K |
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/PLUS/capital-change-brief"
Use Arkolith's capital_change_brief for PLUS. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for PLUS. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.