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/SANM/capital-change-brief"
Use Arkolith's capital_change_brief for SANM. 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. | $1.1B | 8.6M | ▲+3.1% Added · +258K sh | Q1 2026 | |
| 2 | FMR LLC | $940.7M | 7.3M | ▲+5.3% Added · +368K sh | Q1 2026 | |
| 3 | VANGUARD PORTFOLIO MANAGEMENT LLC | $521.9M | 4.0M | ▲New +4.0M sh | Q1 2026 | |
| 4 | VANGUARD CAPITAL MANAGEMENT LLC | $304.9M | 2.4M | ▲New +2.4M sh | Q1 2026 | |
| 5 | DIMENSIONAL FUND ADVISORS LP | $282.2M | 2.2M | ▼−4.1% Reduced · −94K sh | Q1 2026 | |
| 6 | STATE STREET CORP | $280.1M | 2.2M | ▲+2.6% Added · +55K sh | Q1 2026 | |
| 7 | GEODE CAPITAL MANAGEMENT, LLC | $198.6M | 1.5M | ▼−6.0% Reduced · −98K sh | Q1 2026 | |
| 8 | BANK OF AMERICA CORP /DE/ | $122.6M | 945K | ▲+15% Added · +120K sh | Q1 2026 | |
| 9 | MORGAN STANLEY | $122.4M | 944K | ▼−15% Reduced · −167K sh | Q1 2026 | |
| 10 | EARNEST PARTNERS LLC | $110.9M | 856K | ▼−1.2% Reduced · −10K sh | Q1 2026 | |
| 11 | Fisher Asset Management, LLC | $108.1M | 834K | ▲+28% Added · +184K sh | Q1 2026 | |
| 12 | Allianz Asset Management GmbH | $97.6M | 753K | ▼−2.3% Reduced · −18K sh | Q1 2026 | |
| 13 | FULLER & THALER ASSET MANAGEMENT, INC. | $90.6M | 699K | ▼−4.6% Reduced · −34K sh | Q1 2026 | |
| 14 | NORTHERN TRUST CORP | $89.5M | 690K | ▲+3.8% Added · +26K sh | Q1 2026 | |
| 15 | NORGES BANK | $101.8M | 678K | ▲+4.2% Added · +27K sh | Q4 2025 | |
| 16 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $83.2M | 642K | ▼−1.2% Reduced · −8K sh | Q1 2026 | |
| 17 | FRONTIER CAPITAL MANAGEMENT CO LLC | $82.6M | 637K | ▼−0.2% Reduced · −1K sh | Q1 2026 | |
| 18 | Global Alpha Capital Management Ltd. | $78.1M | 603K | ▲+6.7% Added · +38K sh | Q1 2026 | |
| 19 | VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. | $138.4M | 547K | ▼−28% Reduced · −216K sh | Q2 2026 | |
| 20 | Nuveen, LLC | $60.6M | 467K | ▼−20% Reduced · −114K sh | Q1 2026 | |
| 21 | Allspring Global Investments Holdings, LLC | $58.5M | 449K | ▼−17% Reduced · −90K sh | Q1 2026 | |
| 22 | AMERICAN CENTURY COMPANIES INC | $56.0M | 432K | ▲+21% Added · +76K sh | Q1 2026 | |
| 23 | MILLENNIUM MANAGEMENT LLC | $54.5M | 420K | ▲+56% Added · +151K sh | Q1 2026 | |
| 24 | JPMORGAN CHASE & CO | $51.9M | 418K | ▲+56% Added · +151K sh | Q1 2026 | |
| 25 | GOLDMAN SACHS GROUP INC | $50.4M | 389K | ▼−46% Reduced · −337K 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 29, 2026 | Faust Jonathan P | EVP & CFO | Sell (S) | 5K | $1.3M |
| May 29, 2026 | Faust Jonathan P | EVP & CFO | Sell (S) | 5K | $1.3M |
| May 26, 2026 | REID ALAN McWILLIAMS | EVP, Global Human Resources | Sell (S) | 5K | $1.3M |
| May 8, 2026 | REID ALAN McWILLIAMS | EVP, Global Human Resources | Sell (S) | 1K | $249K |
| May 6, 2026 | SOLA JURE | Chairman & CEO | Sell (S) | 118K | $27.1M |
| May 4, 2026 | REID ALAN McWILLIAMS | EVP, Global Human Resources | Sell (S) | 1K | $225K |
| May 1, 2026 | Hedley David V III | Director | Sell (S) | 500 | $110K |
| May 1, 2026 | REID ALAN McWILLIAMS | EVP, Global Human Resources | Sell (S) | 1K | $218K |
| Apr 30, 2026 | Venkatesh Vishnu | See Remarks | Sell (S) | 2K | $484K |
| Apr 29, 2026 | Licata Joseph G Jr | Director | Sell (S) | 17K | $3.5M |
| Apr 29, 2026 | Licata Joseph G Jr | Director | Sell (S) | 10K | $2.1M |
| Apr 15, 2026 | Venkatesh Vishnu | See Remarks | Tax withholding (F) | 3K | $420K |
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 163 funds | $62.0B |
| NVIDIA CORPNVDA | 159 funds | $83.6B |
| META PLATFORMS INC-CLASS AMETA | 159 funds | $28.8B |
| AMAZON.COM INCAMZN | 158 funds | $48.2B |
| ALPHABET INC-CL AGOOGL | 158 funds | $41.4B |
| APPLE INCAAPL | 157 funds | $72.9B |
| BROADCOM INCAVGO | 157 funds | $30.8B |
| JPMORGAN CHASE & COJPM | 157 funds | $19.7B |
| ELI LILLY & COLLY | 156 funds | $16.5B |
| ALPHABET INC-CL CGOOG | 155 funds | $26.2B |
| MASTERCARD INC - AMA | 155 funds | $12.3B |
| LAM RESEARCH CORPLRCX | 155 funds | $8.1B |
Ranked by how many of SANM'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 SANM. 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.