| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | FMR LLC | $791.0M | 7.1M | ▲+55% Added · +2.5M sh | Q1 2026 | |
| 2 | BlackRock, Inc. | $419.3M | 3.8M | ▼−3.5% Reduced · −137K sh | Q1 2026 | |
| 3 | VANGUARD CAPITAL MANAGEMENT LLC | $221.1M | 2.0M | ▲New +2.0M sh | Q1 2026 | |
| 4 | VANGUARD PORTFOLIO MANAGEMENT LLC | $212.5M | 1.9M | ▲New +1.9M sh | Q1 2026 | |
| 5 | KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | $185.7M | 1.7M | ▼−5.2% Reduced · −91K sh | Q1 2026 | |
| 6 | Conestoga Capital Advisors, LLC | $183.8M | 1.7M | ▼−18% Reduced · −371K sh | Q1 2026 | |
| 7 | GENEVA CAPITAL MANAGEMENT LLC | $173.5M | 1.6M | ▼−14% Reduced · −260K sh | Q1 2026 | |
| 8 | GEODE CAPITAL MANAGEMENT, LLC | $134.4M | 1.2M | ▲+3.9% Added · +45K sh | Q1 2026 | |
| 9 | STATE STREET CORP | $121.6M | 1.1M | ▲+1.7% Added · +18K sh | Q1 2026 | |
| 10 | FIRST TRUST ADVISORS LP | $114.5M | 1.0M | ▲+30% Added · +236K sh | Q1 2026 | |
| 11 | WASATCH ADVISORS LP | $119.8M | 1.0M | ▲+21% Added · +172K sh | Q2 2026 | |
| 12 | Allspring Global Investments Holdings, LLC | $109.2M | 967K | ▲+19% Added · +156K sh | Q1 2026 | |
| 13 | Clearbridge Investments, LLC | $93.6M | 843K | ▼−0.4% Reduced · −3K sh | Q1 2026 | |
| 14 | GOLDMAN SACHS GROUP INC | $88.7M | 798K | ▲+121% Added · +436K sh | Q1 2026 | |
| 15 | PRICE T ROWE ASSOCIATES INC /MD/ | $87.3M | 785K | ▲+21% Added · +134K sh | Q1 2026 | |
| 16 | AMERIPRISE FINANCIAL INC | $78.3M | 705K | ▲+40% Added · +200K sh | Q1 2026 | |
| 17 | JANE STREET GROUP, LLC | $68.6M | 617K | ▲13× Added · +570K sh | Q1 2026 | |
| 18 | BANK OF AMERICA CORP /DE/ | $66.6M | 599K | ▼−3.9% Reduced · −24K sh | Q1 2026 | |
| 19 | DIMENSIONAL FUND ADVISORS LP | $65.3M | 587K | ▲+11% Added · +59K sh | Q1 2026 | |
| 20 | Bank of New York Mellon Corp | $64.4M | 580K | ▲+3.2% Added · +18K sh | Q1 2026 | |
| 21 | FRANKLIN RESOURCES INC | $64.4M | 579K | ▲+5.4% Added · +30K sh | Q1 2026 | |
| 22 | AMERICAN CENTURY COMPANIES INC | $60.8M | 547K | ▼−51% Reduced · −561K sh | Q1 2026 | |
| 23 | LOOMIS SAYLES & CO L P | $60.2M | 542K | ▼−7.7% Reduced · −45K sh | Q1 2026 | |
| 24 | Artemis Investment Management LLP | $52.1M | 469K | ▼−34% Reduced · −240K sh | Q1 2026 | |
| 25 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $51.0M | 459K | ▼−1.0% Reduced · −5K 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 | 106 funds | $45.9B |
| NVIDIA CORPNVDA | 104 funds | $61.8B |
| ALPHABET INC-CL AGOOGL | 104 funds | $29.5B |
| APPLE INCAAPL | 103 funds | $52.9B |
| JPMORGAN CHASE & COJPM | 103 funds | $15.8B |
| ELI LILLY & COLLY | 103 funds | $13.5B |
| MASTERCARD INC - AMA | 103 funds | $9.2B |
| AMAZON.COM INCAMZN | 102 funds | $33.6B |
| ALPHABET INC-CL CGOOG | 101 funds | $20.5B |
| META PLATFORMS INC-CLASS AMETA | 101 funds | $19.7B |
| VISA INC-CLASS A SHARESV | 101 funds | $9.8B |
| HOME DEPOT INCHD | 101 funds | $5.6B |
Ranked by how many of ROAD's institutional holders also hold each name, a cross-fund conviction signal.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Apr 14, 2025 | Harper John L | Senior Vice President | Sell (S) | 6K | $443K |
| Apr 14, 2025 | Fleming Ned N. IV | Insider | Buy (P) | 3K | $246K |
| Apr 14, 2025 | Fleming Ned N. IV | Insider | Buy (P) | 6K | $443K |
| Apr 14, 2025 | Flowers Robert P. | Senior Vice President | Sell (S) | 3K | $246K |
| Apr 14, 2025 | Smith Fred Julius III | President and CEO, Director | Buy (P) | 6K | $443K |
| Apr 14, 2025 | Smith Fred Julius III | President and CEO, Director | Buy (P) | 3K | $246K |
| Dec 20, 2024 | Andrews Todd Keith | Chief Accounting Officer | Sell (S) | 5K | $504K |
| Dec 16, 2024 | Andrews Todd Keith | Chief Accounting Officer | Sell (S) | 3K | $241K |
| Dec 13, 2024 | Harper John L | Senior Vice President | Sell (S) | 5K | $448K |
| Dec 13, 2024 | Harper John L | Senior Vice President | Sell (S) | 1K | $119K |
| Dec 11, 2024 | Owens Charles E | Director | Sell (S) | 465 | $46K |
| Dec 11, 2024 | Owens Charles E | Director | Sell (S) | 16K | $1.5M |
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/ROAD/capital-change-brief"
Use Arkolith's capital_change_brief for ROAD. 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 ROAD. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.