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/RCUS/capital-change-brief"
Use Arkolith's capital_change_brief for RCUS. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | GILEAD SCIENCES, INC. | $678.8M | 31.4M | —Held | Q1 2026 | |
| 2 | BlackRock, Inc. | $328.9M | 15.2M | ▲+1.5% Added · +229K sh | Q1 2026 | |
| 3 | STATE STREET CORP | $116.9M | 5.4M | ▲+18% Added · +836K sh | Q1 2026 | |
| 4 | SUVRETTA CAPITAL MANAGEMENT, LLC | $108.7M | 5.0M | ▼−3.0% Reduced · −158K sh | Q1 2026 | |
| 5 | VANGUARD PORTFOLIO MANAGEMENT LLC | $92.3M | 4.3M | ▲New +4.3M sh | Q1 2026 | |
| 6 | VANGUARD CAPITAL MANAGEMENT LLC | $83.3M | 3.9M | ▲New +3.9M sh | Q1 2026 | |
| 7 | Woodline Partners LP | $81.6M | 3.8M | ▲+0.2% Added · +8K sh | Q1 2026 | |
| 8 | MARSHALL WACE, LLP | $81.2M | 3.8M | ▲+11% Added · +374K sh | Q1 2026 | |
| 9 | Siren, L.L.C. | $65.0M | 3.0M | —Held | Q1 2026 | |
| 10 | GEODE CAPITAL MANAGEMENT, LLC | $48.7M | 2.3M | ▲+18% Added · +345K sh | Q1 2026 | |
| 11 | Fisher Asset Management, LLC | $47.3M | 2.2M | ▲+12% Added · +241K sh | Q1 2026 | |
| 12 | SAMLYN CAPITAL, LLC | $41.2M | 1.9M | ▲+19% Added · +304K sh | Q1 2026 | |
| 13 | BNP Paribas Asset Management Holding S.A. | $35.7M | 1.7M | ▼−1.9% Reduced · −33K sh | Q1 2026 | |
| 14 | DIMENSIONAL FUND ADVISORS LP | $30.8M | 1.4M | ▼−6.4% Reduced · −98K sh | Q1 2026 | |
| 15 | CITADEL ADVISORS LLC | $28.7M | 1.3M | ▲13× Added · +1.2M sh | Q1 2026 | |
| 16 | Parkman Healthcare Partners LLC | $26.1M | 1.2M | ▲+25% Added · +239K sh | Q1 2026 | |
| 17 | Logos Global Management LP | $25.9M | 1.2M | ▲Added Added · +1.2M sh | Q1 2026 | |
| 18 | FMR LLC | $25.2M | 1.2M | ▲+2.6% Added · +30K sh | Q1 2026 | |
| 19 | MORGAN STANLEY | $24.1M | 1.1M | ▼−8.0% Reduced · −97K sh | Q1 2026 | |
| 20 | Trails Edge Capital Partners, LP | $22.6M | 1.0M | ▲+14% Added · +132K sh | Q1 2026 | |
| 21 | GOLDMAN SACHS GROUP INC | $21.6M | 1000K | ▼−14% Reduced · −169K sh | Q1 2026 | |
| 22 | Sofinnova Investments, Inc. | $19.9M | 923K | ▼−16% Reduced · −174K sh | Q1 2026 | |
| 23 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $19.5M | 904K | ▼−6.7% Reduced · −65K sh | Q1 2026 | |
| 24 | NORTHERN TRUST CORP | $18.2M | 840K | ▲+5.7% Added · +46K sh | Q1 2026 | |
| 25 | Candriam S.C.A. | $17.1M | 791K | —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 10, 2026 | Jaen Juan C. | President | Sell (S) | 268 | $8K |
| Jul 10, 2026 | Jaen Juan C. | President | Sell (S) | 20K | $566K |
| Jul 9, 2026 | Jaen Juan C. | President | Sell (S) | 49K | $1.5M |
| Jun 24, 2026 | Jaen Juan C. | President | Sell (S) | 6K | $191K |
| Jun 23, 2026 | Jaen Juan C. | President | Sell (S) | 2K | $48K |
| Jun 23, 2026 | Jaen Juan C. | President | Sell (S) | 14K | $389K |
| Jun 22, 2026 | Jaen Juan C. | President | Sell (S) | 9K | $250K |
| Jun 11, 2026 | Lambert Nicole | Director | Grant (A) | 6K | $0 |
| Jun 11, 2026 | Lambert Nicole | Director | Grant (A) | 17K | $0 |
| Jun 11, 2026 | Lacey David L. | Director | Grant (A) | 6K | $0 |
| Jun 11, 2026 | Lacey David L. | Director | Grant (A) | 17K | $0 |
| Jun 11, 2026 | Machado Patrick | Director | Grant (A) | 6K | $0 |
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 65 funds | $32.5B |
| ELI LILLY & COLLY | 65 funds | $9.1B |
| NVIDIA CORPNVDA | 64 funds | $52.0B |
| AMAZON.COM INCAMZN | 64 funds | $25.7B |
| META PLATFORMS INC-CLASS AMETA | 64 funds | $15.5B |
| BOSTON SCIENTIFIC CORPBSX | 64 funds | $2.3B |
| BROADCOM INCAVGO | 63 funds | $19.1B |
| MICRON TECHNOLOGY INCMU | 62 funds | $8.4B |
| ADVANCED MICRO DEVICESAMD | 62 funds | $5.4B |
| UNITEDHEALTH GROUP INCUNH | 62 funds | $3.8B |
| INTUITIVE SURGICAL INCISRG | 62 funds | $3.0B |
| CAPITAL ONE FINANCIAL CORPCOF | 62 funds | $2.4B |
Ranked by how many of RCUS'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 RCUS. 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.