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/PSA/capital-change-brief"
Use Arkolith's capital_change_brief for PSA. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | $4.5B | 16.7M | ▼−0.9% Reduced · −161K sh | Q1 2026 | |
| 2 | VANGUARD PORTFOLIO MANAGEMENT LLC | $3.7B | 13.5M | ▲New +13.5M sh | Q1 2026 | |
| 3 | VANGUARD CAPITAL MANAGEMENT LLC | $2.8B | 10.3M | ▲New +10.3M sh | Q1 2026 | |
| 4 | STATE STREET CORP | $2.8B | 10.2M | ▼−3.1% Reduced · −331K sh | Q1 2026 | |
| 5 | PRICE T ROWE ASSOCIATES INC /MD/ | $1.5B | 5.6M | ▲+93% Added · +2.7M sh | Q1 2026 | |
| 6 | NORGES BANK | $1.2B | 4.5M | ▲+14% Added · +552K sh | Q4 2025 | |
| 7 | GEODE CAPITAL MANAGEMENT, LLC | $1.1B | 4.2M | ▲+3.3% Added · +134K sh | Q1 2026 | |
| 8 | JPMORGAN CHASE & CO | $1.0B | 3.8M | ▲+13% Added · +436K sh | Q1 2026 | |
| 9 | FMR LLC | $980.5M | 3.6M | ▼−10% Reduced · −420K sh | Q1 2026 | |
| 10 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $869.9M | 3.2M | ▲+3.4% Added · +106K sh | Q1 2026 | |
| 11 | NORTHERN TRUST CORP | $625.5M | 2.3M | ▼−2.2% Reduced · −52K sh | Q1 2026 | |
| 12 | DIMENSIONAL FUND ADVISORS LP | $617.7M | 2.3M | ▲+3.1% Added · +68K sh | Q1 2026 | |
| 13 | BARROW HANLEY MEWHINNEY & STRAUSS LLC | $510.0M | 1.9M | ▲+5.0% Added · +89K sh | Q1 2026 | |
| 14 | Clearbridge Investments, LLC | $508.4M | 1.9M | ▲+30% Added · +434K sh | Q1 2026 | |
| 15 | Legal & General Group Plc | $505.6M | 1.9M | ▼−4.4% Reduced · −85K sh | Q1 2026 | |
| 16 | MORGAN STANLEY | $494.7M | 1.8M | ▲+21% Added · +317K sh | Q1 2026 | |
| 17 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME | $443.0M | 1.6M | ▲2k× Added · +1.6M sh | Q1 2026 | |
| 18 | AMERIPRISE FINANCIAL INC | $330.0M | 1.2M | ▲+3.2% Added · +38K sh | Q1 2026 | |
| 19 | CENTERSQUARE INVESTMENT MANAGEMENT LLC | $326.4M | 1.2M | ▼−16% Reduced · −231K sh | Q1 2026 | |
| 20 | GOLDMAN SACHS GROUP INC | $292.3M | 1.1M | ▼−30% Reduced · −471K sh | Q1 2026 | |
| 21 | Bank of New York Mellon Corp | $271.3M | 1.0M | ▼−0.5% Reduced · −5K sh | Q1 2026 | |
| 22 | VANGUARD FIDUCIARY TRUST CO | $241.6M | 892K | ▲New +892K sh | Q1 2026 | |
| 23 | ROYAL BANK OF CANADA | $241.5M | 891K | ▲+6.4% Added · +53K sh | Q1 2026 | |
| 24 | Daiwa Securities Group Inc. | $241.3M | 891K | ▲+6.3% Added · +53K sh | Q1 2026 | |
| 25 | Sumitomo Mitsui Trust Group, Inc. | $227.7M | 840K | ▼−1.9% Reduced · −16K 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 | HAVNER RONALD L JR | Director | Grant (A) | 4 | $1K |
| Jun 30, 2026 | HAVNER RONALD L JR | Director | Grant (A) | 95 | — |
| Jun 30, 2026 | SPOGLI RONALD P | Director | Grant (A) | 6 | $2K |
| Jun 30, 2026 | SPOGLI RONALD P | Director | Grant (A) | 145 | — |
| Jun 30, 2026 | WILLIAMS PAUL S | Director | Grant (A) | 46 | $15K |
| Jun 30, 2026 | Mitra Shankh | Director | Grant (A) | 305 | $97K |
| Jun 30, 2026 | PETHERBRIDGE LUKE J | Director | Grant (A) | 126 | — |
| Jun 12, 2026 | Vitan Nathaniel A. | Chief Legal Officer | Sell (S) | 950 | $309K |
| May 6, 2026 | GUSTAVSON TAMARA HUGHES | Director | Grant (A) | 3K | $0 |
| May 6, 2026 | HAVNER RONALD L JR | Director | Grant (A) | 3K | $0 |
| May 6, 2026 | HAWTHORNE MARIA R | Director | Grant (A) | 3K | $0 |
| May 6, 2026 | Pipes Kristy | Director | Grant (A) | 3K | $0 |
| Company | Co-held by | Combined value |
|---|---|---|
| NVIDIA CORPNVDA | 308 funds | $367.2B |
| MICROSOFT CORPMSFT | 308 funds | $265.4B |
| AMAZON.COM INCAMZN | 308 funds | $195.9B |
| ALPHABET INC-CL AGOOGL | 308 funds | $164.9B |
| META PLATFORMS INC-CLASS AMETA | 308 funds | $106.8B |
| APPLE INCAAPL | 306 funds | $280.3B |
| JPMORGAN CHASE & COJPM | 304 funds | $65.8B |
| ALPHABET INC-CL CGOOG | 303 funds | $116.2B |
| BROADCOM INCAVGO | 302 funds | $146.2B |
| VISA INC-CLASS A SHARESV | 302 funds | $55.1B |
| NETFLIX INCNFLX | 302 funds | $40.9B |
| MERCK & CO. INC.MRK | 302 funds | $28.8B |
Ranked by how many of PSA'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 PSA. 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.