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/SR/capital-change-brief"
Use Arkolith's capital_change_brief for SR. 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. | $722.4M | 8.0M | ▼−1.3% Reduced · −104K sh | Q1 2026 | |
| 2 | VANGUARD PORTFOLIO MANAGEMENT LLC | $317.9M | 3.5M | ▲New +3.5M sh | Q1 2026 | |
| 3 | STATE STREET CORP | $271.8M | 3.0M | ▼−5.8% Reduced · −185K sh | Q1 2026 | |
| 4 | VANGUARD CAPITAL MANAGEMENT LLC | $230.6M | 2.5M | ▲New +2.5M sh | Q1 2026 | |
| 5 | DEUTSCHE BANK AG\ | $197.8M | 2.2M | ▼−12% Reduced · −292K sh | Q1 2026 | |
| 6 | AMERICAN CENTURY COMPANIES INC | $189.4M | 2.1M | ▼−7.0% Reduced · −158K sh | Q1 2026 | |
| 7 | GEODE CAPITAL MANAGEMENT, LLC | $154.6M | 1.7M | ▲+8.1% Added · +127K sh | Q1 2026 | |
| 8 | FULLER & THALER ASSET MANAGEMENT, INC. | $149.2M | 1.6M | ▲+1.4% Added · +23K sh | Q1 2026 | |
| 9 | ADAGE CAPITAL PARTNERS GP, L.L.C. | $108.8M | 1.2M | ▲+7.0% Added · +78K sh | Q1 2026 | |
| 10 | Nuveen, LLC | $98.0M | 1.1M | ▼−3.0% Reduced · −34K sh | Q1 2026 | |
| 11 | VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. | $82.1M | 1.1M | ▲+23% Added · +200K sh | Q2 2026 | |
| 12 | DIMENSIONAL FUND ADVISORS LP | $92.7M | 1.0M | ▼−0.3% Reduced · −3K sh | Q1 2026 | |
| 13 | DUFF & PHELPS INVESTMENT MANAGEMENT CO | $84.4M | 933K | ▼−5.2% Reduced · −51K sh | Q1 2026 | |
| 14 | MORGAN STANLEY | $78.8M | 871K | ▼−20% Reduced · −221K sh | Q1 2026 | |
| 15 | NORTHERN TRUST CORP | $69.3M | 765K | ▲+3.8% Added · +28K sh | Q1 2026 | |
| 16 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $66.4M | 733K | ▼−0.9% Reduced · −7K sh | Q1 2026 | |
| 17 | MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | $64.8M | 715K | ▲+20% Added · +121K sh | Q1 2026 | |
| 18 | GOLDMAN SACHS GROUP INC | $57.1M | 631K | ▼−2.5% Reduced · −16K sh | Q1 2026 | |
| 19 | Bank of New York Mellon Corp | $55.2M | 610K | ▲+0.1% Added · +491 sh | Q1 2026 | |
| 20 | NORGES BANK | $46.2M | 559K | ▼−9.6% Reduced · −60K sh | Q4 2025 | |
| 21 | FIRST TRUST ADVISORS LP | $49.6M | 548K | ▼−4.7% Reduced · −27K sh | Q1 2026 | |
| 22 | UBS Group AG | $45.6M | 504K | ▲+31% Added · +120K sh | Q1 2026 | |
| 23 | T. Rowe Price Investment Management, Inc. | Withheld | 494K | ▲+0.3% Added · +2K sh | Q1 2026 | |
| 24 | MANUFACTURERS LIFE INSURANCE COMPANY, THE | $43.4M | 480K | ▲+0.4% Added · +2K sh | Q1 2026 | |
| 25 | AQR CAPITAL MANAGEMENT LLC | $37.4M | 413K | ▲+12% Added · +46K 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 | Woodard Adam W. | Treasurer | Discretionary (I) | 1K | $87K |
| Jun 11, 2026 | KOONCE PAUL D | Director | Buy (P) | 500 | $39K |
| Jun 9, 2026 | Hyman Ryan L | SVP, CCIO | Sell (S) | 4K | $308K |
| Jun 1, 2026 | KOONCE PAUL D | Director | Buy (P) | 500 | $40K |
| May 8, 2026 | KOONCE PAUL D | Director | Buy (P) | 2K | $172K |
| Feb 13, 2026 | KOONCE PAUL D | Director | Other (J) | 9K | $221K |
| Feb 5, 2026 | KOONCE PAUL D | Director | Grant (A) | 2K | $140K |
| Feb 5, 2026 | BORER MARK A | Director | Grant (A) | 2K | $140K |
| Feb 5, 2026 | Hightman Carrie J | Director | Grant (A) | 2K | $140K |
| Feb 5, 2026 | Newberry Brenda D | Director | Grant (A) | 2K | $140K |
| Feb 5, 2026 | Jones Rob L. | Director | Grant (A) | 2K | $140K |
| Feb 5, 2026 | Fogarty Maria V. | Director | Grant (A) | 2K | $140K |
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 122 funds | $46.8B |
| NVIDIA CORPNVDA | 119 funds | $65.2B |
| META PLATFORMS INC-CLASS AMETA | 119 funds | $20.7B |
| ELI LILLY & COLLY | 119 funds | $11.7B |
| CUMMINS INCCMI | 119 funds | $2.5B |
| AMAZON.COM INCAMZN | 118 funds | $33.0B |
| ALPHABET INC-CL AGOOGL | 118 funds | $31.3B |
| JPMORGAN CHASE & COJPM | 118 funds | $15.8B |
| UNITEDHEALTH GROUP INCUNH | 118 funds | $5.2B |
| APPLE INCAAPL | 117 funds | $56.3B |
| BROADCOM INCAVGO | 117 funds | $23.9B |
| MASTERCARD INC - AMA | 117 funds | $8.7B |
Ranked by how many of SR'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 SR. 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.