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/SMA/capital-change-brief"
Use Arkolith's capital_change_brief for SMA. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | PRICE T ROWE ASSOCIATES INC /MD/ | $180.8M | 6.0M | ▲+0.9% Added · +56K sh | Q1 2026 | |
| 2 | BlackRock, Inc. | $155.7M | 5.1M | ▲+48% Added · +1.7M sh | Q1 2026 | |
| 3 | GOLDMAN SACHS GROUP INC | $103.8M | 3.4M | ▲+331% Added · +2.6M sh | Q1 2026 | |
| 4 | VANGUARD PORTFOLIO MANAGEMENT LLC | $84.4M | 2.8M | ▲New +2.8M sh | Q1 2026 | |
| 5 | PRINCIPAL FINANCIAL GROUP INC | $78.6M | 2.6M | ▲+26% Added · +529K sh | Q1 2026 | |
| 6 | PRUDENTIAL FINANCIAL INC | $71.2M | 2.4M | ▼−20% Reduced · −598K sh | Q1 2026 | |
| 7 | VANGUARD CAPITAL MANAGEMENT LLC | $66.0M | 2.2M | ▲New +2.2M sh | Q1 2026 | |
| 8 | STATE STREET CORP | $65.8M | 2.2M | ▲+89% Added · +1.0M sh | Q1 2026 | |
| 9 | GEODE CAPITAL MANAGEMENT, LLC | $43.5M | 1.4M | ▲+43% Added · +429K sh | Q1 2026 | |
| 10 | GOLDENTREE ASSET MANAGEMENT LP | $40.2M | 1.3M | ▲+14% Added · +164K sh | Q1 2026 | |
| 11 | Nuveen, LLC | $34.7M | 1.1M | ▲+111% Added · +602K sh | Q1 2026 | |
| 12 | MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | $29.7M | 981K | ▲+24% Added · +187K sh | Q1 2026 | |
| 13 | Conversant Capital LLC | $26.0M | 858K | ▲New +858K sh | Q1 2026 | |
| 14 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $25.6M | 847K | ▲+7.6% Added · +60K sh | Q1 2026 | |
| 15 | DUFF & PHELPS INVESTMENT MANAGEMENT CO | $25.2M | 832K | ▼−24% Reduced · −268K sh | Q1 2026 | |
| 16 | T. Rowe Price Investment Management, Inc. | Withheld | 802K | ▲+80% Added · +356K sh | Q1 2026 | |
| 17 | Aberdeen Group plc | $22.5M | 742K | ▼−23% Reduced · −225K sh | Q1 2026 | |
| 18 | SILVERCREST ASSET MANAGEMENT GROUP LLC | $22.2M | 733K | ▼−6.7% Reduced · −53K sh | Q1 2026 | |
| 19 | Zimmer Partners, LP | $18.2M | 600K | ▼−5.0% Reduced · −32K sh | Q1 2026 | |
| 20 | MILLENNIUM MANAGEMENT LLC | $17.9M | 592K | ▲+108% Added · +308K sh | Q1 2026 | |
| 21 | NORTHERN TRUST CORP | $16.4M | 540K | ▲+72% Added · +227K sh | Q1 2026 | |
| 22 | BNP Paribas Asset Management Holding S.A. | $12.5M | 414K | ▼−21% Reduced · −108K sh | Q1 2026 | |
| 23 | INDEPENDENT FINANCIAL GROUP, LLC | $12.2M | 375K | ▲+1.4% Added · +5K sh | Q2 2026 | |
| 24 | SCHRODER INVESTMENT MANAGEMENT GROUP | $10.6M | 356K | ▼−16% Reduced · −68K sh | Q1 2026 | |
| 25 | VANGUARD FIDUCIARY TRUST CO | $10.7M | 353K | ▲New +353K 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 16, 2026 | Mueller David J | Director | Sell (S) | 425 | $14K |
| Jun 23, 2026 | Perry Harold | Director | Grant (A) | 3K | $0 |
| Jun 23, 2026 | Gotcheva Lora A. | Director | Grant (A) | 3K | $0 |
| Jun 23, 2026 | Mueller David J | Director | Grant (A) | 3K | $0 |
| Jun 23, 2026 | Morris Timothy S. | Director | Grant (A) | 3K | $0 |
| Jun 16, 2026 | Mueller David J | Director | Sell (S) | 425 | $14K |
| May 18, 2026 | Mueller David J | Director | Sell (S) | 425 | $13K |
| Apr 16, 2026 | Mueller David J | Director | Sell (S) | 425 | $14K |
| Mar 25, 2026 | Johnson Wayne | Chief Investment Officer, Director | Grant (A) | 6K | $0 |
| Mar 25, 2026 | Johnson Wayne | Chief Investment Officer, Director | Grant (A) | 10K | $0 |
| Mar 25, 2026 | Schwartz H. Michael | CEO and President, Director | Grant (A) | 103K | $0 |
| Mar 25, 2026 | Schwartz H. Michael | CEO and President, Director | Grant (A) | 65K | $0 |
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 82 funds | $31.0B |
| NVIDIA CORPNVDA | 81 funds | $43.7B |
| AMAZON.COM INCAMZN | 79 funds | $22.6B |
| ALPHABET INC-CL CGOOG | 79 funds | $15.2B |
| ELI LILLY & COLLY | 79 funds | $7.2B |
| COSTCO WHOLESALE CORPCOST | 79 funds | $5.8B |
| NETFLIX INCNFLX | 79 funds | $4.9B |
| PEPSICO INCPEP | 79 funds | $3.1B |
| SCHWAB (CHARLES) CORPSCHW | 79 funds | $2.0B |
| VISA INC-CLASS A SHARESV | 78 funds | $6.5B |
| MICRON TECHNOLOGY INCMU | 78 funds | $6.3B |
| MASTERCARD INC - AMA | 78 funds | $5.1B |
Ranked by how many of SMA'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 SMA. 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.