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/ULS/capital-change-brief"
Use Arkolith's capital_change_brief for ULS. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | T. Rowe Price Investment Management, Inc. | Withheld | 7.3M | ▲+24% Added · +1.4M sh | Q1 2026 | |
| 2 | BlackRock, Inc. | $467.0M | 5.4M | ▲+9.1% Added · +455K sh | Q1 2026 | |
| 3 | KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | $462.7M | 5.4M | ▼−10% Reduced · −610K sh | Q1 2026 | |
| 4 | VANGUARD CAPITAL MANAGEMENT LLC | $296.3M | 3.5M | ▲New +3.5M sh | Q1 2026 | |
| 5 | VANGUARD PORTFOLIO MANAGEMENT LLC | $264.4M | 3.1M | ▲New +3.1M sh | Q1 2026 | |
| 6 | JANUS HENDERSON GROUP PLC | $256.1M | 3.0M | ▼−1.2% Reduced · −37K sh | Q1 2026 | |
| 7 | Allspring Global Investments Holdings, LLC | $147.5M | 1.7M | ▲+12% Added · +194K sh | Q1 2026 | |
| 8 | PRICE T ROWE ASSOCIATES INC /MD/ | $141.2M | 1.6M | ▲+60% Added · +620K sh | Q1 2026 | |
| 9 | FMR LLC | $139.3M | 1.6M | ▼−13% Reduced · −249K sh | Q1 2026 | |
| 10 | STATE STREET CORP | $132.4M | 1.5M | ▲+5.7% Added · +84K sh | Q1 2026 | |
| 11 | GEODE CAPITAL MANAGEMENT, LLC | $126.0M | 1.5M | ▲+15% Added · +187K sh | Q1 2026 | |
| 12 | Neuberger Berman Group LLC | $110.6M | 1.3M | ▲+184% Added · +837K sh | Q1 2026 | |
| 13 | FIRST TRUST ADVISORS LP | $104.0M | 1.2M | ▼−14% Reduced · −198K sh | Q1 2026 | |
| 14 | WELLS FARGO & COMPANY/MN | $96.2M | 1.1M | ▼−3.0% Reduced · −34K sh | Q1 2026 | |
| 15 | FEDERATED HERMES, INC. | $93.5M | 1.1M | ▲+3.2% Added · +33K sh | Q1 2026 | |
| 16 | Conestoga Capital Advisors, LLC | $90.0M | 1.0M | ▲+0.3% Added · +3K sh | Q1 2026 | |
| 17 | NORGES BANK | $72.7M | 922K | ▼−25% Reduced · −302K sh | Q4 2025 | |
| 18 | UBS Group AG | $78.2M | 913K | ▲+70% Added · +377K sh | Q1 2026 | |
| 19 | Alyeska Investment Group, L.P. | $62.7M | 732K | ▼−16% Reduced · −143K sh | Q1 2026 | |
| 20 | BLAIR WILLIAM & CO/IL | $62.2M | 726K | ▼−14% Reduced · −116K sh | Q1 2026 | |
| 21 | Electron Capital Partners, LLC | $61.2M | 714K | ▼−17% Reduced · −141K sh | Q1 2026 | |
| 22 | MORGAN STANLEY | $57.4M | 669K | ▼−25% Reduced · −223K sh | Q1 2026 | |
| 23 | SCOPUS ASSET MANAGEMENT, L.P. | $56.4M | 658K | ▲+32% Added · +159K sh | Q1 2026 | |
| 24 | SCHRODER INVESTMENT MANAGEMENT GROUP | $52.2M | 635K | ▲+117% Added · +342K sh | Q1 2026 | |
| 25 | BROWN BROTHERS HARRIMAN & CO | $50.8M | 592K | ▼−16% Reduced · −113K 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 | Kini Vikram | Director | Grant (A) | 213 | $0 |
| Jul 6, 2026 | THAMAN MICHAEL H | Director | Grant (A) | 340 | $0 |
| Jul 1, 2026 | Scanlon Jennifer F. | President and CEO, Director | Sell (S) | 5K | $470K |
| Jul 1, 2026 | Scanlon Jennifer F. | President and CEO, Director | Sell (S) | 4K | $357K |
| Jul 1, 2026 | Scanlon Jennifer F. | President and CEO, Director | Sell (S) | 1K | $120K |
| Jul 1, 2026 | Scanlon Jennifer F. | President and CEO, Director | Sell (S) | 3K | $263K |
| Jul 1, 2026 | Scanlon Jennifer F. | President and CEO, Director | Sell (S) | 300 | $31K |
| Jun 9, 2026 | PEPPING KAREN K | Senior VP & CAO | Sell (S) | 725 | $71K |
| Jun 8, 2026 | SUSMAN SALLY | Director | Grant (A) | 7 | $0 |
| Jun 8, 2026 | SUSMAN SALLY | Director | Grant (A) | 4 | $0 |
| Jun 8, 2026 | SUSMAN SALLY | Director | Grant (A) | 3 | $0 |
| Jun 8, 2026 | PEPPING KAREN K | Senior VP & CAO | Grant (A) | 1 | $0 |
| Company | Co-held by | Combined value |
|---|---|---|
| NVIDIA CORPNVDA | 123 funds | $75.0B |
| MICROSOFT CORPMSFT | 121 funds | $53.2B |
| ALPHABET INC-CL AGOOGL | 119 funds | $36.2B |
| MASTERCARD INC - AMA | 119 funds | $11.5B |
| APPLE INCAAPL | 118 funds | $61.4B |
| META PLATFORMS INC-CLASS AMETA | 118 funds | $24.0B |
| AMAZON.COM INCAMZN | 117 funds | $41.1B |
| BROADCOM INCAVGO | 117 funds | $27.7B |
| ELI LILLY & COLLY | 117 funds | $14.4B |
| JPMORGAN CHASE & COJPM | 116 funds | $16.7B |
| COSTCO WHOLESALE CORPCOST | 116 funds | $10.2B |
| UBER TECHNOLOGIES INCUBER | 116 funds | $4.0B |
Ranked by how many of ULS'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 ULS. 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.