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/SXI/capital-change-brief"
Use Arkolith's capital_change_brief for SXI. 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. | $441.0M | 1.7M | ▲+0.8% Added · +13K sh | Q1 2026 | |
| 2 | WASATCH ADVISORS LP | $302.7M | 846K | ▼−36% Reduced · −471K sh | Q2 2026 | |
| 3 | Neuberger Berman Group LLC | $202.7M | 795K | ▼−1.8% Reduced · −14K sh | Q1 2026 | |
| 4 | VANGUARD PORTFOLIO MANAGEMENT LLC | $189.2M | 742K | ▲New +742K sh | Q1 2026 | |
| 5 | Curated Wealth Partners LLC | Withheld | 587K | ▲720× Added · +586K sh | Q2 2026 | |
| 6 | VANGUARD CAPITAL MANAGEMENT LLC | $138.5M | 544K | ▲New +544K sh | Q1 2026 | |
| 7 | STATE STREET CORP | $127.0M | 498K | ▲+2.6% Added · +13K sh | Q1 2026 | |
| 8 | BARROW HANLEY MEWHINNEY & STRAUSS LLC | $120.8M | 474K | ▲+21% Added · +81K sh | Q1 2026 | |
| 9 | DIMENSIONAL FUND ADVISORS LP | $81.3M | 319K | ▼−10% Reduced · −35K sh | Q1 2026 | |
| 10 | SILVERCREST ASSET MANAGEMENT GROUP LLC | $80.1M | 314K | ▼−14% Reduced · −51K sh | Q1 2026 | |
| 11 | GEODE CAPITAL MANAGEMENT, LLC | $76.2M | 299K | ▲+6.1% Added · +17K sh | Q1 2026 | |
| 12 | WESTWOOD HOLDINGS GROUP INC | $75.2M | 295K | ▼−8.5% Reduced · −28K sh | Q1 2026 | |
| 13 | VOYA INVESTMENT MANAGEMENT LLC | $68.9M | 270K | ▲+36% Added · +71K sh | Q1 2026 | |
| 14 | Copeland Capital Management, LLC | $61.4M | 241K | ▼−2.0% Reduced · −5K sh | Q1 2026 | |
| 15 | T. Rowe Price Investment Management, Inc. | Withheld | 223K | ▼−0.2% Reduced · −484 sh | Q1 2026 | |
| 16 | AMERIPRISE FINANCIAL INC | $56.4M | 221K | ▲+47% Added · +71K sh | Q1 2026 | |
| 17 | Ophir Asset Management Pty Ltd | $50.2M | 197K | ▲New +197K sh | Q1 2026 | |
| 18 | MORGAN STANLEY | $44.7M | 175K | ▼−0.5% Reduced · −865 sh | Q1 2026 | |
| 19 | NORTHERN TRUST CORP | $43.1M | 169K | ▲+0.2% Added · +327 sh | Q1 2026 | |
| 20 | Champlain Investment Partners, LLC | $42.9M | 168K | ▼−28% Reduced · −64K sh | Q1 2026 | |
| 21 | RAYMOND JAMES FINANCIAL INC | $40.3M | 160K | ▼−13% Reduced · −23K sh | Q1 2026 | |
| 22 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $38.7M | 152K | ▲+0.4% Added · +571 sh | Q1 2026 | |
| 23 | GOLDMAN SACHS GROUP INC | $32.3M | 127K | ▼−17% Reduced · −27K sh | Q1 2026 | |
| 24 | Leeward Investments, LLC - MA | $27.2M | 107K | ▼−1.9% Reduced · −2K sh | Q1 2026 | |
| 25 | SEI INVESTMENTS CO | $26.8M | 105K | ▲+4.5% Added · +5K 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 | CHORMAN THOMAS E | Director | Sell (S) | 50 | $18K |
| Jul 1, 2026 | Sarcevic Ademir | Vice President/CFO/Treasurer | Grant (A) | 2K | — |
| Jun 16, 2026 | Edwards Barbara Joanne | Director | Sell (S) | 150 | $47K |
| Jun 1, 2026 | CHORMAN THOMAS E | Director | Sell (S) | 50 | $14K |
| May 27, 2026 | Edwards Barbara Joanne | Director | Sell (S) | 558 | $153K |
| May 15, 2026 | Rangel Danielle | VP & Chief Accounting Officer | Grant (A) | 603 | — |
| May 1, 2026 | CHORMAN THOMAS E | Director | Sell (S) | 50 | $13K |
| Apr 8, 2026 | Arets Max | VP; Chief Information Officer | Tax withholding (F) | 132 | $36K |
| Apr 2, 2026 | GLASS ALAN J | CLO, VP & Secretary | Tax withholding (F) | 204 | $53K |
| Apr 1, 2026 | CHORMAN THOMAS E | Director | Sell (S) | 50 | $13K |
| Apr 1, 2026 | Sarcevic Ademir | Vice President/CFO/Treasurer | Tax withholding (F) | 2K | $446K |
| Mar 2, 2026 | CHORMAN THOMAS E | Director | Sell (S) | 50 | $13K |
| Company | Co-held by | Combined value |
|---|---|---|
| NVIDIA CORPNVDA | 92 funds | $50.5B |
| MICROSOFT CORPMSFT | 92 funds | $38.7B |
| APPLE INCAAPL | 91 funds | $46.6B |
| ALPHABET INC-CL AGOOGL | 91 funds | $25.1B |
| BROADCOM INCAVGO | 91 funds | $19.4B |
| META PLATFORMS INC-CLASS AMETA | 91 funds | $16.1B |
| JPMORGAN CHASE & COJPM | 91 funds | $14.3B |
| ELI LILLY & COLLY | 91 funds | $10.1B |
| VISA INC-CLASS A SHARESV | 91 funds | $8.6B |
| TJX COMPANIES INCTJX | 91 funds | $3.9B |
| TESLA INCTSLA | 90 funds | $10.0B |
| COSTCO WHOLESALE CORPCOST | 90 funds | $7.1B |
Ranked by how many of SXI'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 SXI. 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.