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/UE/capital-change-brief"
Use Arkolith's capital_change_brief for UE. 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. | $460.4M | 23.0M | ▼−4.3% Reduced · −1.0M sh | Q1 2026 | |
| 2 | FMR LLC | $377.5M | 18.9M | ▲+9.1% Added · +1.6M sh | Q1 2026 | |
| 3 | VANGUARD PORTFOLIO MANAGEMENT LLC | $282.7M | 14.1M | ▲New +14.1M sh | Q1 2026 | |
| 4 | STATE STREET CORP | $142.9M | 7.2M | ▼−0.5% Reduced · −36K sh | Q1 2026 | |
| 5 | VANGUARD CAPITAL MANAGEMENT LLC | $113.5M | 5.7M | ▲New +5.7M sh | Q1 2026 | |
| 6 | JENNISON ASSOCIATES LLC | $91.6M | 4.6M | ▲+72% Added · +1.9M sh | Q1 2026 | |
| 7 | Resolution Capital Ltd | $78.7M | 3.9M | ▲+74% Added · +1.7M sh | Q1 2026 | |
| 8 | WESTWOOD HOLDINGS GROUP INC | $70.8M | 3.5M | ▼−7.0% Reduced · −269K sh | Q1 2026 | |
| 9 | GEODE CAPITAL MANAGEMENT, LLC | $67.6M | 3.4M | ▲+3.0% Added · +99K sh | Q1 2026 | |
| 10 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $51.4M | 2.6M | ▲+2.3% Added · +57K sh | Q1 2026 | |
| 11 | CITADEL ADVISORS LLC | $43.5M | 2.2M | ▼−10% Reduced · −254K sh | Q1 2026 | |
| 12 | Nuveen, LLC | $38.9M | 1.9M | ▲+103% Added · +989K sh | Q1 2026 | |
| 13 | DIMENSIONAL FUND ADVISORS LP | $37.3M | 1.9M | ▲+2.2% Added · +40K sh | Q1 2026 | |
| 14 | NORTHERN TRUST CORP | $33.8M | 1.7M | ▲+1.5% Added · +26K sh | Q1 2026 | |
| 15 | MILLENNIUM MANAGEMENT LLC | $27.2M | 1.4M | ▲+19% Added · +215K sh | Q1 2026 | |
| 16 | UBS Group AG | $26.3M | 1.3M | ▲+320% Added · +1.0M sh | Q1 2026 | |
| 17 | MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | $25.8M | 1.3M | ▲+5.2% Added · +64K sh | Q1 2026 | |
| 18 | Bank of New York Mellon Corp | $25.0M | 1.3M | ▲+5.8% Added · +69K sh | Q1 2026 | |
| 19 | MORGAN STANLEY | $24.3M | 1.2M | ▼−5.9% Reduced · −76K sh | Q1 2026 | |
| 20 | GOLDMAN SACHS GROUP INC | $22.9M | 1.1M | ▼−48% Reduced · −1.1M sh | Q1 2026 | |
| 21 | BALYASNY ASSET MANAGEMENT L.P. | $21.0M | 1.0M | ▲+19% Added · +171K sh | Q1 2026 | |
| 22 | VANGUARD FIDUCIARY TRUST CO | $16.3M | 814K | ▲New +814K sh | Q1 2026 | |
| 23 | Legal & General Group Plc | $16.2M | 811K | ▼−7.3% Reduced · −63K sh | Q1 2026 | |
| 24 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME | $13.4M | 673K | ▲+1.1% Added · +7K sh | Q1 2026 | |
| 25 | Fisher Asset Management, LLC | $12.7M | 633K | ▼−3.5% Reduced · −23K 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 11, 2026 | Olson Jeffrey S | Chairman of the Board & CEO, Director | Sell (S) | 19K | $411K |
| May 8, 2026 | Olson Jeffrey S | Chairman of the Board & CEO, Director | Sell (S) | 162K | $3.5M |
| May 7, 2026 | Drazin Andrea Rosenthal | Chief Accounting Officer | Disposed to issuer (D) | 2K | $40K |
| May 7, 2026 | Olson Jeffrey S | Chairman of the Board & CEO, Director | Conversion (C) | 181K | $0 |
| May 7, 2026 | Olson Jeffrey S | Chairman of the Board & CEO, Director | Conversion (C) | 49K | $0 |
| May 7, 2026 | Olson Jeffrey S | Chairman of the Board & CEO, Director | Conversion (C) | 129K | $0 |
| May 7, 2026 | Olson Jeffrey S | Chairman of the Board & CEO, Director | Conversion (C) | 3K | $0 |
| May 6, 2026 | BAGLIVO MARY | Director | Grant (A) | 7K | $0 |
| May 6, 2026 | O'Shea Kevin P. | Director | Grant (A) | 6K | $0 |
| May 6, 2026 | Jenkins Norman K. | Director | Grant (A) | 6K | $0 |
| May 6, 2026 | GRAPSTEIN STEVEN H | Director | Grant (A) | 7K | $0 |
| May 6, 2026 | RICE CATHERINE | Director | Grant (A) | 6K | $125K |
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 65 funds | $37.9B |
| ALPHABET INC-CL AGOOGL | 65 funds | $25.1B |
| BROADCOM INCAVGO | 65 funds | $20.3B |
| META PLATFORMS INC-CLASS AMETA | 65 funds | $18.0B |
| UBER TECHNOLOGIES INCUBER | 65 funds | $2.6B |
| NVIDIA CORPNVDA | 64 funds | $55.0B |
| APPLE INCAAPL | 64 funds | $44.1B |
| AMAZON.COM INCAMZN | 64 funds | $27.5B |
| ALPHABET INC-CL CGOOG | 64 funds | $16.9B |
| JPMORGAN CHASE & COJPM | 64 funds | $11.3B |
| ELI LILLY & COLLY | 64 funds | $9.6B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 64 funds | $8.0B |
Ranked by how many of UE'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 UE. 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.