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/RXO/capital-change-brief"
Use Arkolith's capital_change_brief for RXO. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Orbis Allan Gray Ltd | $532.1M | 36.4M | ▲+5.0% Added · +1.7M sh | Q1 2026 | |
| 2 | MFN Partners Management, LP | $411.0M | 28.1M | ▲+1.9% Added · +532K sh | Q1 2026 | |
| 3 | BlackRock, Inc. | $353.3M | 24.2M | ▲+1.1% Added · +268K sh | Q1 2026 | |
| 4 | Finepoint Capital LP | $147.3M | 10.1M | ▲+7.3% Added · +685K sh | Q1 2026 | |
| 5 | VANGUARD PORTFOLIO MANAGEMENT LLC | $132.1M | 9.0M | ▲New +9.0M sh | Q1 2026 | |
| 6 | VANGUARD CAPITAL MANAGEMENT LLC | $107.8M | 7.4M | ▲New +7.4M sh | Q1 2026 | |
| 7 | STATE STREET CORP | $96.0M | 6.6M | ▲+3.1% Added · +198K sh | Q1 2026 | |
| 8 | FIL Ltd | $95.8M | 6.5M | ▼−0.2% Reduced · −14K sh | Q1 2026 | |
| 9 | Hood River Capital Management LLC | $65.1M | 4.5M | ▲+123% Added · +2.5M sh | Q1 2026 | |
| 10 | GEODE CAPITAL MANAGEMENT, LLC | $58.3M | 4.0M | ▲+2.9% Added · +111K sh | Q1 2026 | |
| 11 | Douglas Lane & Associates, LLC | $92.3M | 3.3M | ▼−4.6% Reduced · −160K sh | Q2 2026 | |
| 12 | FRONTIER CAPITAL MANAGEMENT CO LLC | $38.8M | 2.7M | ▲+70% Added · +1.1M sh | Q1 2026 | |
| 13 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $38.1M | 2.6M | ▲+7.6% Added · +184K sh | Q1 2026 | |
| 14 | Boston Partners | $36.5M | 2.5M | ▲New +2.5M sh | Q1 2026 | |
| 15 | UBS Group AG | $31.0M | 2.1M | ▲+39% Added · +598K sh | Q1 2026 | |
| 16 | DIMENSIONAL FUND ADVISORS LP | $29.9M | 2.0M | ▲+33% Added · +505K sh | Q1 2026 | |
| 17 | KENNEDY CAPITAL MANAGEMENT LLC | $24.8M | 1.7M | ▲+136% Added · +976K sh | Q1 2026 | |
| 18 | NORTHERN TRUST CORP | $21.9M | 1.5M | ▲+4.4% Added · +64K sh | Q1 2026 | |
| 19 | MORGAN STANLEY | $18.3M | 1.2M | ▼−44% Reduced · −963K sh | Q1 2026 | |
| 20 | Swedbank AB | $16.9M | 1.2M | ▼−15% Reduced · −200K sh | Q1 2026 | |
| 21 | GOLDMAN SACHS GROUP INC | $16.2M | 1.1M | ▼−18% Reduced · −238K sh | Q1 2026 | |
| 22 | VANGUARD FIDUCIARY TRUST CO | $15.6M | 1.1M | ▲New +1.1M sh | Q1 2026 | |
| 23 | MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | $15.5M | 1.1M | ▼−4.6% Reduced · −51K sh | Q1 2026 | |
| 24 | Divisar Capital Management LLC | $15.4M | 1.1M | ▲+90% Added · +498K sh | Q1 2026 | |
| 25 | Bank of New York Mellon Corp | $14.1M | 962K | ▼−1.2% Reduced · −12K 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 |
|---|---|---|---|---|---|
| May 15, 2026 | Morris Daniel S. | Chief Accounting Officer | Grant (A) | 13K | $0 |
| May 15, 2026 | Wilkerson Andrew M. | Chief Executive Officer, Director | Gift (G) | 169K | $0 |
| May 15, 2026 | Wilkerson Andrew M. | Chief Executive Officer, Director | Gift (G) | 169K | $0 |
| May 2, 2026 | Wilkerson Andrew M. | Chief Executive Officer, Director | Option exercise (M) | 93K | $0 |
| May 2, 2026 | Wilkerson Andrew M. | Chief Executive Officer, Director | Tax withholding (F) | 40K | $791K |
| May 2, 2026 | Wilkerson Andrew M. | Chief Executive Officer, Director | Option exercise (M) | 93K | $0 |
| Mar 22, 2026 | Firestone Jeffrey D. | Chief Legal Officer | Tax withholding (F) | 5K | $68K |
| Mar 22, 2026 | Firestone Jeffrey D. | Chief Legal Officer | Option exercise (M) | 12K | $0 |
| Mar 22, 2026 | Firestone Jeffrey D. | Chief Legal Officer | Option exercise (M) | 12K | $0 |
| Mar 22, 2026 | HARRIS JAMES E | Chief Financial Officer | Option exercise (M) | 13K | $0 |
| Mar 22, 2026 | HARRIS JAMES E | Chief Financial Officer | Tax withholding (F) | 6K | $75K |
| Mar 22, 2026 | HARRIS JAMES E | Chief Financial Officer | Option exercise (M) | 13K | $0 |
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 79 funds | $35.6B |
| NVIDIA CORPNVDA | 78 funds | $54.2B |
| BROADCOM INCAVGO | 78 funds | $18.4B |
| AMAZON.COM INCAMZN | 77 funds | $27.1B |
| META PLATFORMS INC-CLASS AMETA | 77 funds | $16.7B |
| ELI LILLY & COLLY | 77 funds | $9.5B |
| APPLE INCAAPL | 76 funds | $42.6B |
| ALPHABET INC-CL AGOOGL | 76 funds | $23.7B |
| TESLA INCTSLA | 74 funds | $11.8B |
| VISA INC-CLASS A SHARESV | 74 funds | $7.6B |
| COSTCO WHOLESALE CORPCOST | 74 funds | $6.4B |
| AT&T INCT | 74 funds | $2.9B |
Ranked by how many of RXO'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 RXO. 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.