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/SYM/capital-change-brief"
Use Arkolith's capital_change_brief for SYM. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | BAILLIE GIFFORD & CO | $663.9M | 12.5M | ▲+0.3% Added · +39K sh | Q1 2026 | |
| 2 | SVF Sponsor III (DE) LLC | $297.4M | 5.6M | —Held | Q1 2026 | |
| 3 | VANGUARD PORTFOLIO MANAGEMENT LLC | $200.6M | 3.8M | ▲New +3.8M sh | Q1 2026 | |
| 4 | VANGUARD CAPITAL MANAGEMENT LLC | $155.1M | 2.9M | ▲New +2.9M sh | Q1 2026 | |
| 5 | JPMORGAN CHASE & CO | $112.1M | 2.4M | ▲+8.7% Added · +189K sh | Q1 2026 | |
| 6 | MORGAN STANLEY | $124.0M | 2.3M | ▼−7.9% Reduced · −201K sh | Q1 2026 | |
| 7 | FMR LLC | $96.9M | 1.8M | ▲+6.4% Added · +109K sh | Q1 2026 | |
| 8 | BlackRock, Inc. | $76.8M | 1.4M | ▲+14% Added · +183K sh | Q1 2026 | |
| 9 | GOLDMAN SACHS GROUP INC | $71.1M | 1.3M | ▲+53% Added · +463K sh | Q1 2026 | |
| 10 | MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $55.0M | 1.0M | ▼−22% Reduced · −291K sh | Q1 2026 | |
| 11 | BANK OF AMERICA CORP /DE/ | $55.4M | 1.0M | ▼−14% Reduced · −175K sh | Q1 2026 | |
| 12 | RAYMOND JAMES FINANCIAL INC | $50.9M | 957K | ▲+0.5% Added · +5K sh | Q1 2026 | |
| 13 | TWO SIGMA INVESTMENTS, LP | $50.0M | 940K | ▲+32% Added · +227K sh | Q1 2026 | |
| 14 | GEODE CAPITAL MANAGEMENT, LLC | $43.7M | 822K | ▲+13% Added · +95K sh | Q1 2026 | |
| 15 | ARK Investment Management LLC | $41.6M | 782K | ▲+22% Added · +139K sh | Q1 2026 | |
| 16 | TCW GROUP INC | $38.9M | 731K | ▲+30% Added · +169K sh | Q1 2026 | |
| 17 | Allspring Global Investments Holdings, LLC | $39.7M | 725K | ▼−0.2% Reduced · −1K sh | Q1 2026 | |
| 18 | RENAISSANCE TECHNOLOGIES LLC | $38.0M | 715K | ▼−21% Reduced · −191K sh | Q1 2026 | |
| 19 | CITADEL ADVISORS LLC | $33.3M | 626K | ▼−25% Reduced · −206K sh | Q1 2026 | |
| 20 | FRANKLIN RESOURCES INC | $29.0M | 545K | ▲+24% Added · +107K sh | Q1 2026 | |
| 21 | Hood River Capital Management LLC | $27.9M | 524K | ▲+16% Added · +70K sh | Q1 2026 | |
| 22 | STATE STREET CORP | $27.7M | 520K | ▲+6.8% Added · +33K sh | Q1 2026 | |
| 23 | EXCHANGE TRADED CONCEPTS, LLC | $26.3M | 494K | ▲+51% Added · +167K sh | Q1 2026 | |
| 24 | UBS Group AG | $21.2M | 399K | ▼−56% Reduced · −502K sh | Q1 2026 | |
| 25 | CANADA PENSION PLAN INVESTMENT BOARD | $21.1M | 396K | ▲81× Added · +391K 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 6, 2026 | KRASNOW TODD | Director | Other (J) | 2K | — |
| Jul 6, 2026 | KRASNOW TODD | Director | Sell (S) | 182 | $8K |
| Jul 6, 2026 | KRASNOW TODD | Director | Sell (S) | 2K | $80K |
| Jul 6, 2026 | KRASNOW TODD | Director | Other (J) | 2K | — |
| Jul 6, 2026 | KRASNOW TODD | Director | Other (J) | 2K | — |
| Jul 1, 2026 | KANE CHARLES | Director | Other (J) | 2K | — |
| Jul 1, 2026 | KANE CHARLES | Director | Sell (S) | 2K | $90K |
| Jul 1, 2026 | KANE CHARLES | Director | Other (J) | 2K | — |
| Jul 1, 2026 | KANE CHARLES | Director | Other (J) | 2K | — |
| Jul 1, 2026 | Boyd William M III | Chief Strategy Officer | Sell (S) | 5K | $231K |
| Jun 1, 2026 | KANE CHARLES | Director | Sell (S) | 2K | $92K |
| Jun 1, 2026 | KRASNOW TODD | Director | Other (J) | 2K | — |
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 113 funds | $42.5B |
| META PLATFORMS INC-CLASS AMETA | 113 funds | $19.7B |
| AMAZON.COM INCAMZN | 112 funds | $34.3B |
| BROADCOM INCAVGO | 112 funds | $22.9B |
| NVIDIA CORPNVDA | 111 funds | $61.3B |
| ALPHABET INC-CL AGOOGL | 110 funds | $27.1B |
| TESLA INCTSLA | 110 funds | $13.1B |
| ELI LILLY & COLLY | 110 funds | $11.9B |
| COSTCO WHOLESALE CORPCOST | 109 funds | $7.8B |
| MASTERCARD INC - AMA | 109 funds | $7.6B |
| NETFLIX INCNFLX | 109 funds | $5.6B |
| VISA INC-CLASS A SHARESV | 108 funds | $9.5B |
Ranked by how many of SYM'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 SYM. 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.