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/SBS/capital-change-brief"
Use Arkolith's capital_change_brief for SBS. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Impax Asset Management Group plc | $205.7M | 6.7M | ▼−6.8% Reduced · −494K sh | Q1 2026 | |
| 2 | Perpetual Ltd | $36.6M | 6.3M | ▲+400% Added · +5.1M sh | Q2 2026 | |
| 3 | BlackRock, Inc. | $185.9M | 6.1M | ▲+1.7% Added · +104K sh | Q1 2026 | |
| 4 | Amundi | $160.2M | 5.2M | ▼−2.1% Reduced · −111K sh | Q1 2026 | |
| 5 | DEUTSCHE BANK AG\ | $113.0M | 3.7M | ▼−3.5% Reduced · −137K sh | Q1 2026 | |
| 6 | ROYAL LONDON ASSET MANAGEMENT LTD | $81.1M | 2.7M | ▲New +2.7M sh | Q1 2026 | |
| 7 | MANNING & NAPIER ADVISORS LLC | $80.1M | 2.6M | ▼−6.3% Reduced · −177K sh | Q1 2026 | |
| 8 | MORGAN STANLEY | $57.3M | 1.9M | ▲+2.4% Added · +44K sh | Q1 2026 | |
| 9 | VANGUARD CAPITAL MANAGEMENT LLC | $57.3M | 1.9M | ▲New +1.9M sh | Q1 2026 | |
| 10 | RENAISSANCE TECHNOLOGIES LLC | $52.8M | 1.7M | ▼−3.1% Reduced · −56K sh | Q1 2026 | |
| 11 | AMERICAN CENTURY COMPANIES INC | $52.7M | 1.7M | ▲+10% Added · +163K sh | Q1 2026 | |
| 12 | NORTHERN TRUST CORP | $49.0M | 1.6M | ▲+4.9% Added · +75K sh | Q1 2026 | |
| 13 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME | $48.2M | 1.6M | ▲+1.8% Added · +28K sh | Q1 2026 | |
| 14 | DUFF & PHELPS INVESTMENT MANAGEMENT CO | $44.2M | 1.4M | ▲+0.2% Added · +3K sh | Q1 2026 | |
| 15 | UBS Group AG | $43.8M | 1.4M | ▲+48% Added · +466K sh | Q1 2026 | |
| 16 | STRS OHIO | $37.5M | 1.2M | ▼−14% Reduced · −200K sh | Q1 2026 | |
| 17 | ASSETMARK, INC | $33.3M | 1.1M | ▲+11% Added · +106K sh | Q1 2026 | |
| 18 | Gradient Investments LLC | $5.7M | 985K | ▲+423% Added · +797K sh | Q2 2026 | |
| 19 | Legal & General Group Plc | $29.9M | 981K | ▼−9.6% Reduced · −105K sh | Q1 2026 | |
| 20 | Allianz Asset Management GmbH | $29.1M | 952K | ▲+18% Added · +148K sh | Q1 2026 | |
| 21 | BANK OF AMERICA CORP /DE/ | $27.4M | 899K | ▼−61% Reduced · −1.4M sh | Q1 2026 | |
| 22 | GOLDMAN SACHS GROUP INC | $27.3M | 893K | ▲+256% Added · +642K sh | Q1 2026 | |
| 23 | FIRST TRUST ADVISORS LP | $25.3M | 830K | ▼−27% Reduced · −309K sh | Q1 2026 | |
| 24 | DIMENSIONAL FUND ADVISORS LP | $22.0M | 722K | ▲+0.7% Added · +5K sh | Q1 2026 | |
| 25 | Capital Wealth Planning, LLC | $21.8M | 714K | ▲+166% Added · +445K 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 |
|---|---|---|---|---|---|
| Jun 15, 2026 | Szlak Daniel | Chief Financial Officer | Sell (S) | 7K | $41K |
| Jun 15, 2026 | Szlak Daniel | Chief Financial Officer | Sell (S) | 81 | $452 |
| May 25, 2026 | Tavares de Sousa Roberval | Engineering Officer | Sell (S) | 6K | $34K |
| May 25, 2026 | Tavares de Sousa Roberval | Engineering Officer | Sell (S) | 6K | $170K |
| May 21, 2026 | Tavares de Sousa Samanta I.S. | Inst. Rel. & Sustain. Officer | Sell (S) | 6K | $33K |
| May 21, 2026 | Tavares de Sousa Samanta I.S. | Inst. Rel. & Sustain. Officer | Sell (S) | 6K | $163K |
| Company | Co-held by | Combined value |
|---|---|---|
| NVIDIA CORPNVDA | 82 funds | $41.2B |
| MICROSOFT CORPMSFT | 82 funds | $30.1B |
| VISA INC-CLASS A SHARESV | 82 funds | $7.2B |
| ELI LILLY & COLLY | 82 funds | $6.8B |
| APPLE INCAAPL | 81 funds | $32.4B |
| AMAZON.COM INCAMZN | 81 funds | $23.7B |
| BROADCOM INCAVGO | 81 funds | $16.0B |
| ALPHABET INC-CL AGOOGL | 80 funds | $20.1B |
| META PLATFORMS INC-CLASS AMETA | 80 funds | $13.5B |
| MICRON TECHNOLOGY INCMU | 80 funds | $6.3B |
| WALMART INCWMT | 80 funds | $4.8B |
| BANK OF AMERICA CORPBAC | 80 funds | $3.4B |
Ranked by how many of SBS'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 SBS. 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.