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/SOC/capital-change-brief"
Use Arkolith's capital_change_brief for SOC. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Pilgrim Global Advisors LLC | $300.8M | 18.2M | —Held | Q1 2026 | |
| 2 | Encompass Capital Advisors LLC | $222.2M | 13.4M | ▼−0.3% Reduced · −41K sh | Q1 2026 | |
| 3 | BlackRock, Inc. | $154.6M | 9.4M | ▲+39% Added · +2.6M sh | Q1 2026 | |
| 4 | MORGAN STANLEY | $120.2M | 7.3M | ▲+39% Added · +2.0M sh | Q1 2026 | |
| 5 | FourWorld Capital Management LLC | $119.2M | 7.2M | ▼−11% Reduced · −893K sh | Q1 2026 | |
| 6 | Two Seas Capital LP | $90.8M | 5.5M | ▲+217% Added · +3.8M sh | Q1 2026 | |
| 7 | VANGUARD CAPITAL MANAGEMENT LLC | $90.4M | 5.5M | ▲New +5.5M sh | Q1 2026 | |
| 8 | STATE STREET CORP | $76.2M | 4.6M | ▲+22% Added · +835K sh | Q1 2026 | |
| 9 | GEODE CAPITAL MANAGEMENT, LLC | $48.9M | 3.0M | ▲+29% Added · +668K sh | Q1 2026 | |
| 10 | Alyeska Investment Group, L.P. | $44.4M | 2.7M | ▼−76% Reduced · −8.4M sh | Q1 2026 | |
| 11 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $36.4M | 2.2M | ▲+399% Added · +1.8M sh | Q1 2026 | |
| 12 | BW Gestao de Investimentos Ltda. | $35.2M | 2.1M | ▲+45% Added · +662K sh | Q1 2026 | |
| 13 | Verition Fund Management LLC | $33.8M | 2.0M | ▼−17% Reduced · −413K sh | Q1 2026 | |
| 14 | MILLENNIUM MANAGEMENT LLC | $31.7M | 1.9M | ▼−41% Reduced · −1.3M sh | Q1 2026 | |
| 15 | GOLDMAN SACHS GROUP INC | $31.6M | 1.9M | ▲+101% Added · +961K sh | Q1 2026 | |
| 16 | VANGUARD PORTFOLIO MANAGEMENT LLC | $31.2M | 1.9M | ▲New +1.9M sh | Q1 2026 | |
| 17 | BOOTHBAY FUND MANAGEMENT, LLC | $24.2M | 1.5M | ▲New +1.5M sh | Q1 2026 | |
| 18 | UBS Group AG | $22.7M | 1.4M | ▼−49% Reduced · −1.3M sh | Q1 2026 | |
| 19 | BANK OF AMERICA CORP /DE/ | $21.4M | 1.3M | ▲+225% Added · +896K sh | Q1 2026 | |
| 20 | JPMORGAN CHASE & CO | $18.9M | 1.1M | ▲30× Added · +1.0M sh | Q1 2026 | |
| 21 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $16.8M | 1.0M | ▲+10% Added · +93K sh | Q1 2026 | |
| 22 | NORTHERN TRUST CORP | $16.8M | 1.0M | ▲+41% Added · +295K sh | Q1 2026 | |
| 23 | GM Advisory Group, LLC | $16.5M | 1.0M | —Held | Q1 2026 | |
| 24 | Aventail Capital Group, LP | $16.4M | 992K | ▼−22% Reduced · −273K sh | Q1 2026 | |
| 25 | VANGUARD FIDUCIARY TRUST CO | $14.2M | 857K | ▲New +857K 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 6, 2026 | Dillard Michael E. | Director | Grant (A) | 50K | $0 |
| May 6, 2026 | Pipkin Gregory Phillip | Director | Grant (A) | 50K | $0 |
| May 6, 2026 | Sarofim Christopher Binyon | Director | Grant (A) | 25K | $0 |
| Apr 29, 2026 | Duenner Anthony | See Remarks | Option exercise (M) | 100K | — |
| Apr 29, 2026 | Duenner Anthony | See Remarks | Sell (S) | 39K | $533K |
| Apr 29, 2026 | Duenner Anthony | See Remarks | Option exercise (M) | 100K | $0 |
| Apr 29, 2026 | Flores James Caldwell | President, COO | Option exercise (M) | 100K | — |
| Apr 29, 2026 | Flores James Caldwell | President, COO | Sell (S) | 39K | $533K |
| Apr 29, 2026 | Flores James Caldwell | President, COO | Option exercise (M) | 100K | $0 |
| Apr 29, 2026 | FLORES JAMES C | Chairman & CEO, Director, 10% Owner | Option exercise (M) | 175K | — |
| Apr 29, 2026 | FLORES JAMES C | Chairman & CEO, Director, 10% Owner | Sell (S) | 69K | $933K |
| Apr 29, 2026 | FLORES JAMES C | Chairman & CEO, Director, 10% Owner | Option exercise (M) | 175K | $0 |
| Company | Co-held by | Combined value |
|---|---|---|
| TESLA INCTSLA | 71 funds | $10.3B |
| ELI LILLY & COLLY | 71 funds | $7.1B |
| MICROSOFT CORPMSFT | 70 funds | $26.2B |
| ALPHABET INC-CL AGOOGL | 70 funds | $16.8B |
| NVIDIA CORPNVDA | 69 funds | $47.9B |
| AMAZON.COM INCAMZN | 69 funds | $23.6B |
| BROADCOM INCAVGO | 69 funds | $14.1B |
| JPMORGAN CHASE & COJPM | 69 funds | $9.1B |
| CHEVRON CORPCVX | 69 funds | $3.9B |
| DANAHER CORPDHR | 69 funds | $2.2B |
| CAPITAL ONE FINANCIAL CORPCOF | 69 funds | $1.4B |
| WILLIAMS COS INCWMB | 69 funds | $1.2B |
Ranked by how many of SOC'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 SOC. 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.