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/SO/capital-change-brief"
Use Arkolith's capital_change_brief for SO. 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. | $8.7B | 90.4M | ▲+2.0% Added · +1.8M sh | Q1 2026 | |
| 2 | VANGUARD CAPITAL MANAGEMENT LLC | $6.9B | 71.5M | ▲New +71.5M sh | Q1 2026 | |
| 3 | STATE STREET CORP | $6.1B | 63.0M | ▲+2.4% Added · +1.5M sh | Q1 2026 | |
| 4 | JPMORGAN CHASE & CO | $4.2B | 43.3M | ▼−30% Reduced · −18.4M sh | Q1 2026 | |
| 5 | PRICE T ROWE ASSOCIATES INC /MD/ | $3.5B | 36.4M | ▲+5.7% Added · +2.0M sh | Q1 2026 | |
| 6 | GEODE CAPITAL MANAGEMENT, LLC | $2.8B | 28.4M | ▲+4.0% Added · +1.1M sh | Q1 2026 | |
| 7 | VANGUARD PORTFOLIO MANAGEMENT LLC | $2.5B | 26.1M | ▲New +26.1M sh | Q1 2026 | |
| 8 | FMR LLC | $2.2B | 22.9M | ▼−0.5% Reduced · −118K sh | Q1 2026 | |
| 9 | FRANKLIN RESOURCES INC | $1.6B | 16.8M | ▲+9.6% Added · +1.5M sh | Q1 2026 | |
| 10 | MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | $1.5B | 15.6M | ▼−4.3% Reduced · −705K sh | Q1 2026 | |
| 11 | MORGAN STANLEY | $1.2B | 12.9M | ▼−1.8% Reduced · −233K sh | Q1 2026 | |
| 12 | NORGES BANK | $1.1B | 12.7M | ▼−0.8% Reduced · −101K sh | Q4 2025 | |
| 13 | NORTHERN TRUST CORP | $948.5M | 9.8M | ▲~0% Added · +4K sh | Q1 2026 | |
| 14 | AMERIPRISE FINANCIAL INC | $910.5M | 9.4M | ▼−0.4% Reduced · −37K sh | Q1 2026 | |
| 15 | ROYAL BANK OF CANADA | $844.9M | 8.8M | ▲+10% Added · +821K sh | Q1 2026 | |
| 16 | BANK OF AMERICA CORP /DE/ | $808.9M | 8.4M | ▲+4.9% Added · +392K sh | Q1 2026 | |
| 17 | Legal & General Group Plc | $757.5M | 7.8M | ▼−6.8% Reduced · −577K sh | Q1 2026 | |
| 18 | Bank of New York Mellon Corp | $702.5M | 7.3M | ▼−2.3% Reduced · −173K sh | Q1 2026 | |
| 19 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $686.4M | 7.1M | ▲+3.2% Added · +222K sh | Q1 2026 | |
| 20 | VANGUARD FIDUCIARY TRUST CO | $598.1M | 6.2M | ▲New +6.2M sh | Q1 2026 | |
| 21 | GOLDMAN SACHS GROUP INC | $563.9M | 5.8M | ▲+17% Added · +828K sh | Q1 2026 | |
| 22 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME | $499.3M | 5.2M | ▲+1.1% Added · +54K sh | Q1 2026 | |
| 23 | BARCLAYS PLC | $440.6M | 4.6M | ▲+3.9% Added · +173K sh | Q1 2026 | |
| 24 | WELLS FARGO & COMPANY/MN | $410.7M | 4.3M | ▲+6.1% Added · +244K sh | Q1 2026 | |
| 25 | Pictet Asset Management Holding SA | $408.9M | 4.2M | ▼−0.7% Reduced · −29K 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 1, 2026 | EARLEY ANTHONY F JR | Director | Grant (A) | 473 | $45K |
| Jul 1, 2026 | EARLEY ANTHONY F JR | Director | Grant (A) | 230 | $22K |
| Jul 1, 2026 | Cooper Shantella E. | Director | Grant (A) | 473 | $45K |
| Jul 1, 2026 | SMITH WILLIAM G JR | Director | Grant (A) | 867 | $83K |
| Jul 1, 2026 | MEADOR DAVID E | Director | Grant (A) | 802 | $76K |
| Jul 1, 2026 | GRAIN DAVID J | Director | Grant (A) | 854 | $81K |
| Jul 1, 2026 | Turner John M JR | Director | Grant (A) | 802 | $76K |
| Jul 1, 2026 | Thomas Lizanne | Director | Grant (A) | 473 | $45K |
| Jul 1, 2026 | Svinicki Kristine L | Director | Grant (A) | 473 | $45K |
| Jul 1, 2026 | JOHNS JOHN D | Director | Grant (A) | 473 | $45K |
| Jul 1, 2026 | Akella Janaki | Director | Grant (A) | 473 | $45K |
| Jul 1, 2026 | Etheredge James O | Director | Grant (A) | 473 | $45K |
| Company | Co-held by | Combined value |
|---|---|---|
| APPLE INCAAPL | 506 funds | $334.0B |
| MICROSOFT CORPMSFT | 506 funds | $313.9B |
| AMAZON.COM INCAMZN | 504 funds | $241.4B |
| ALPHABET INC-CL AGOOGL | 502 funds | $203.4B |
| NVIDIA CORPNVDA | 501 funds | $434.2B |
| JPMORGAN CHASE & COJPM | 500 funds | $85.1B |
| META PLATFORMS INC-CLASS AMETA | 496 funds | $132.8B |
| ELI LILLY & COLLY | 496 funds | $85.4B |
| VISA INC-CLASS A SHARESV | 495 funds | $72.0B |
| BROADCOM INCAVGO | 492 funds | $168.0B |
| ALPHABET INC-CL CGOOG | 491 funds | $137.0B |
| CHEVRON CORPCVX | 491 funds | $41.3B |
Ranked by how many of SO'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 SO. 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.