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/SNEX/capital-change-brief"
Use Arkolith's capital_change_brief for SNEX. 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. | $888.2M | 11.0M | ▲+57% Added · +4.0M sh | Q1 2026 | |
| 2 | VANGUARD PORTFOLIO MANAGEMENT LLC | $301.7M | 3.7M | ▲New +3.7M sh | Q1 2026 | |
| 3 | PRICE T ROWE ASSOCIATES INC /MD/ | $280.0M | 3.5M | ▲+22% Added · +621K sh | Q1 2026 | |
| 4 | AMERICAN CENTURY COMPANIES INC | $274.1M | 3.4M | ▲+67% Added · +1.4M sh | Q1 2026 | |
| 5 | VANGUARD CAPITAL MANAGEMENT LLC | $244.0M | 3.0M | ▲New +3.0M sh | Q1 2026 | |
| 6 | STATE STREET CORP | $224.4M | 2.8M | ▲+52% Added · +952K sh | Q1 2026 | |
| 7 | T. Rowe Price Investment Management, Inc. | Withheld | 2.5M | ▲+67% Added · +1.0M sh | Q1 2026 | |
| 8 | DIMENSIONAL FUND ADVISORS LP | $170.0M | 2.1M | ▲+50% Added · +704K sh | Q1 2026 | |
| 9 | GEODE CAPITAL MANAGEMENT, LLC | $160.8M | 2.0M | ▲+64% Added · +781K sh | Q1 2026 | |
| 10 | AMERIPRISE FINANCIAL INC | $120.0M | 1.5M | ▲+37% Added · +401K sh | Q1 2026 | |
| 11 | WASATCH ADVISORS LP | $139.7M | 1.2M | ▲New +1.2M sh | Q2 2026 | |
| 12 | MORGAN STANLEY | $76.5M | 949K | ▲+44% Added · +292K sh | Q1 2026 | |
| 13 | PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | $76.1M | 944K | ▲+33% Added · +236K sh | Q1 2026 | |
| 14 | JPMORGAN CHASE & CO | $71.9M | 922K | ▲+25% Added · +186K sh | Q1 2026 | |
| 15 | NORTHERN TRUST CORP | $69.9M | 867K | ▲+53% Added · +300K sh | Q1 2026 | |
| 16 | Boston Partners | $68.2M | 840K | ▲+42% Added · +247K sh | Q1 2026 | |
| 17 | Rockefeller Capital Management L.P. | $65.3M | 810K | ▲+33% Added · +199K sh | Q1 2026 | |
| 18 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $64.7M | 802K | ▲+49% Added · +265K sh | Q1 2026 | |
| 19 | Nine Ten Capital Management LLC | $46.8M | 580K | ▲+46% Added · +182K sh | Q1 2026 | |
| 20 | Champlain Investment Partners, LLC | $42.7M | 529K | ▲+43% Added · +160K sh | Q1 2026 | |
| 21 | VANGUARD FIDUCIARY TRUST CO | $39.4M | 488K | ▲New +488K sh | Q1 2026 | |
| 22 | GOLDMAN SACHS GROUP INC | $37.8M | 469K | ▲+21% Added · +81K sh | Q1 2026 | |
| 23 | ASHFORD CAPITAL MANAGEMENT INC | $37.6M | 467K | ▲+56% Added · +168K sh | Q1 2026 | |
| 24 | BANK OF AMERICA CORP /DE/ | $37.5M | 464K | ▲+116% Added · +249K sh | Q1 2026 | |
| 25 | PRINCIPAL FINANCIAL GROUP INC | $35.5M | 441K | ▲+51% Added · +149K 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 15, 2026 | BEXIGA ANNABELLE G | Director | Sell (S) | 2K | $171K |
| Jun 30, 2026 | Smith Philip Andrew | Chief Executive Officer, Director | Sell (S) | 14K | $1.7M |
| Jun 30, 2026 | Smith Philip Andrew | Chief Executive Officer, Director | Option exercise (M) | 38K | $500K |
| Jun 30, 2026 | Smith Philip Andrew | Chief Executive Officer, Director | Sell (S) | 38K | $4.5M |
| Jun 30, 2026 | Smith Philip Andrew | Chief Executive Officer, Director | Option exercise (M) | 38K | $0 |
| Jun 16, 2026 | Maurer Mark Lowry | Insider | Sell (S) | 12K | $1.5M |
| Jun 15, 2026 | OCONNOR SEAN MICHAEL | Executive Vice-Chairman-Board, Director | Sell (S) | 75K | $10.2M |
| Jun 15, 2026 | BEXIGA ANNABELLE G | Director | Sell (S) | 2K | $200K |
| Jun 15, 2026 | Perkins Abigail H | Chief Information Officer | Gift (G) | 2K | $0 |
| Jun 15, 2026 | Maurer Mark Lowry | Insider | Option exercise (M) | 46K | $617K |
| Jun 15, 2026 | Maurer Mark Lowry | Insider | Sell (S) | 35K | $4.7M |
| Jun 15, 2026 | Maurer Mark Lowry | Insider | Option exercise (M) | 46K | $0 |
| Class | 13F holders | Value held |
|---|---|---|
| SNEXthis pagecs | 277 funds | $4.5B |
| 861896AA6Corporate Bond - Domestic | 1 funds | $78K |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 119 funds | $49.6B |
| JPMORGAN CHASE & COJPM | 118 funds | $15.9B |
| ALPHABET INC-CL AGOOGL | 117 funds | $32.5B |
| BROADCOM INCAVGO | 117 funds | $26.1B |
| META PLATFORMS INC-CLASS AMETA | 117 funds | $21.0B |
| MASTERCARD INC - AMA | 117 funds | $8.9B |
| NVIDIA CORPNVDA | 116 funds | $69.6B |
| AMAZON.COM INCAMZN | 116 funds | $34.8B |
| ALPHABET INC-CL CGOOG | 116 funds | $23.1B |
| TESLA INCTSLA | 116 funds | $13.3B |
| APPLE INCAAPL | 115 funds | $56.7B |
| ELI LILLY & COLLY | 115 funds | $12.9B |
Ranked by how many of SNEX'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 SNEX. 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.