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/ROG/capital-change-brief"
Use Arkolith's capital_change_brief for ROG. 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. | $355.5M | 3.3M | ▼−1.9% Reduced · −65K sh | Q1 2026 | |
| 2 | VANGUARD PORTFOLIO MANAGEMENT LLC | $144.7M | 1.3M | ▲New +1.3M sh | Q1 2026 | |
| 3 | NORGES BANK | $119.2M | 1.3M | —Held | Q4 2025 | |
| 4 | VANGUARD CAPITAL MANAGEMENT LLC | $85.7M | 798K | ▲New +798K sh | Q1 2026 | |
| 5 | DIMENSIONAL FUND ADVISORS LP | $77.4M | 721K | ▼−9.1% Reduced · −72K sh | Q1 2026 | |
| 6 | STATE STREET CORP | $75.7M | 705K | ▼−3.8% Reduced · −28K sh | Q1 2026 | |
| 7 | Starboard Value LP | $62.7M | 584K | ▼−51% Reduced · −619K sh | Q1 2026 | |
| 8 | ACK Asset Management LLC | $51.0M | 475K | ▲+8.8% Added · +38K sh | Q1 2026 | |
| 9 | Clearline Capital LP | $50.3M | 468K | ▼−0.9% Reduced · −4K sh | Q1 2026 | |
| 10 | GEODE CAPITAL MANAGEMENT, LLC | $45.5M | 424K | ▲+2.6% Added · +11K sh | Q1 2026 | |
| 11 | MORGAN STANLEY | $34.5M | 322K | ▲+10% Added · +29K sh | Q1 2026 | |
| 12 | AMERIPRISE FINANCIAL INC | $33.0M | 307K | ▲+54% Added · +108K sh | Q1 2026 | |
| 13 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $29.8M | 277K | ▼−0.3% Reduced · −896 sh | Q1 2026 | |
| 14 | Neuberger Berman Group LLC | $28.1M | 262K | ▲+0.8% Added · +2K sh | Q1 2026 | |
| 15 | GOLDMAN SACHS GROUP INC | $23.0M | 215K | ▲+28% Added · +46K sh | Q1 2026 | |
| 16 | NORTHERN TRUST CORP | $20.8M | 194K | ▲+3.7% Added · +7K sh | Q1 2026 | |
| 17 | GAMCO INVESTORS, INC. ET AL | $20.5M | 191K | ▼−5.8% Reduced · −12K sh | Q1 2026 | |
| 18 | Atreides Management, LP | $20.0M | 186K | ▲+8.2% Added · +14K sh | Q1 2026 | |
| 19 | ODDO BHF ASSET MANAGEMENT SAS | $16.6M | 155K | —Held | Q1 2026 | |
| 20 | Leeward Investments, LLC - MA | $14.8M | 138K | ▼−2.6% Reduced · −4K sh | Q1 2026 | |
| 21 | Qube Research & Technologies Ltd | $14.5M | 135K | ▲10× Added · +122K sh | Q1 2026 | |
| 22 | Marathon Asset Management Ltd | $14.4M | 134K | ▲+14% Added · +16K sh | Q1 2026 | |
| 23 | First Eagle Investment Management, LLC | $14.1M | 132K | ▲+11% Added · +13K sh | Q1 2026 | |
| 24 | BANK OF AMERICA CORP /DE/ | $12.2M | 114K | ▼−5.0% Reduced · −6K sh | Q1 2026 | |
| 25 | TWO SIGMA INVESTMENTS, LP | $11.9M | 111K | ▲+860% Added · +99K 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 12, 2026 | El-Haj Ali Omar | President & CEO, Director | Tax withholding (F) | 9K | $1.2M |
| May 19, 2026 | El-Haj Ali Omar | President & CEO, Director | Grant (A) | 25K | $0 |
| May 6, 2026 | OWENS JEFFREY J | Director | Grant (A) | 1K | $0 |
| May 6, 2026 | Moh Woon Keat | Director | Grant (A) | 1K | $0 |
| May 6, 2026 | Lauzon Armand F Jr | Director | Grant (A) | 1K | $0 |
| May 6, 2026 | Starkloff Eric Howard | Director | Grant (A) | 1K | $0 |
| May 6, 2026 | Faust Megan | Director | Grant (A) | 1K | $0 |
| May 6, 2026 | Costello Donna | Director | Grant (A) | 1K | $0 |
| May 6, 2026 | Roby Anne K | Director | Grant (A) | 1K | $0 |
| May 6, 2026 | COPE BRETT ALAN | Director | Grant (A) | 1K | $0 |
| May 6, 2026 | Berger Larry L | Director | Grant (A) | 1K | $0 |
| May 1, 2026 | Larabee Brian Keith | SVP & GM - EMS | Sell (S) | 830 | $113K |
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 81 funds | $32.1B |
| AMAZON.COM INCAMZN | 79 funds | $26.2B |
| META PLATFORMS INC-CLASS AMETA | 78 funds | $16.3B |
| ALPHABET INC-CL AGOOGL | 77 funds | $20.8B |
| NVIDIA CORPNVDA | 76 funds | $46.4B |
| APPLE INCAAPL | 76 funds | $36.5B |
| MICRON TECHNOLOGY INCMU | 76 funds | $6.7B |
| BROADCOM INCAVGO | 75 funds | $16.7B |
| ELI LILLY & COLLY | 75 funds | $8.3B |
| MASTERCARD INC - AMA | 75 funds | $5.9B |
| BANK OF AMERICA CORPBAC | 75 funds | $3.4B |
| UNITEDHEALTH GROUP INCUNH | 74 funds | $3.0B |
Ranked by how many of ROG'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 ROG. 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.