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/VLY/capital-change-brief"
Use Arkolith's capital_change_brief for VLY. 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. | $867.7M | 70.7M | ▲+0.3% Added · +212K sh | Q1 2026 | |
| 2 | DIMENSIONAL FUND ADVISORS LP | $365.2M | 29.7M | ▼−2.1% Reduced · −637K sh | Q1 2026 | |
| 3 | VANGUARD PORTFOLIO MANAGEMENT LLC | $307.0M | 25.0M | ▲New +25.0M sh | Q1 2026 | |
| 4 | STATE STREET CORP | $289.1M | 23.3M | ▼−11% Reduced · −2.9M sh | Q1 2026 | |
| 5 | VANGUARD CAPITAL MANAGEMENT LLC | $261.0M | 21.3M | ▲New +21.3M sh | Q1 2026 | |
| 6 | GEODE CAPITAL MANAGEMENT, LLC | $179.9M | 14.6M | ▲+12% Added · +1.6M sh | Q1 2026 | |
| 7 | AQR CAPITAL MANAGEMENT LLC | $123.9M | 10.3M | ▲+71% Added · +4.3M sh | Q1 2026 | |
| 8 | GOLDMAN SACHS GROUP INC | $95.9M | 7.8M | ▲+5.6% Added · +412K sh | Q1 2026 | |
| 9 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $94.8M | 7.7M | ▲+0.1% Added · +6K sh | Q1 2026 | |
| 10 | UBS Group AG | $91.6M | 7.5M | ▲+63% Added · +2.9M sh | Q1 2026 | |
| 11 | NORGES BANK | $71.6M | 6.1M | ▲+75% Added · +2.6M sh | Q4 2025 | |
| 12 | MORGAN STANLEY | $74.2M | 6.0M | ▲+5.7% Added · +323K sh | Q1 2026 | |
| 13 | AMERICAN CENTURY COMPANIES INC | $74.0M | 6.0M | ▼−1.1% Reduced · −65K sh | Q1 2026 | |
| 14 | VOYA INVESTMENT MANAGEMENT LLC | $73.5M | 6.0M | ▲+57% Added · +2.2M sh | Q1 2026 | |
| 15 | NORTHERN TRUST CORP | $68.4M | 5.6M | ▲+3.3% Added · +177K sh | Q1 2026 | |
| 16 | Freestone Grove Partners LP | $66.9M | 5.4M | ▲+737% Added · +4.8M sh | Q1 2026 | |
| 17 | FULLER & THALER ASSET MANAGEMENT, INC. | $61.0M | 5.0M | ▼−29% Reduced · −2.0M sh | Q1 2026 | |
| 18 | Artemis Investment Management LLP | $59.8M | 4.9M | ▲+24% Added · +956K sh | Q1 2026 | |
| 19 | Bank of New York Mellon Corp | $58.7M | 4.8M | ▲+0.1% Added · +3K sh | Q1 2026 | |
| 20 | MARSHALL WACE, LLP | $55.7M | 4.5M | ▼−34% Reduced · −2.3M sh | Q1 2026 | |
| 21 | Squarepoint Ops LLC | $48.6M | 4.0M | ▼−25% Reduced · −1.3M sh | Q1 2026 | |
| 22 | BANK OF AMERICA CORP /DE/ | $48.1M | 3.9M | ▲+8.0% Added · +291K sh | Q1 2026 | |
| 23 | Nuveen, LLC | $47.0M | 3.8M | ▲+47% Added · +1.2M sh | Q1 2026 | |
| 24 | MILLENNIUM MANAGEMENT LLC | $44.3M | 3.6M | ▼−55% Reduced · −4.4M sh | Q1 2026 | |
| 25 | VANGUARD FIDUCIARY TRUST CO | $38.8M | 3.2M | ▲New +3.2M 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 | REGAN JOHN P | SEVP, Chief Risk Officer | Tax withholding (F) | 5K | $72K |
| Jul 1, 2026 | SLOAN LYNDSEY M | SEVP, General Counsel | Tax withholding (F) | 4K | $56K |
| Jun 12, 2026 | CRANDELL MITCHELL L | EVP & Chief Accounting Officer | Sell (S) | 25K | $373K |
| May 18, 2026 | EFRAT EYAL | Director | Grant (A) | 8K | $0 |
| May 18, 2026 | Steans Jennifer W | Director | Grant (A) | 8K | $0 |
| May 18, 2026 | MAIO PETER V | Director | Grant (A) | 8K | $0 |
| May 18, 2026 | PERROTT KATHLEEN C | Director | Grant (A) | 8K | $0 |
| May 18, 2026 | SANDOR NITZAN | Director | Grant (A) | 8K | $0 |
| May 18, 2026 | SANI SURESH L | Director | Grant (A) | 8K | $0 |
| May 18, 2026 | SCHULTZ MELISSA J | Director | Grant (A) | 8K | $0 |
| May 18, 2026 | WILKS JEFFREY S | Director | Grant (A) | 8K | $0 |
| May 18, 2026 | VAZQUEZ CARLOS J | Director | Grant (A) | 8K | $0 |
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 156 funds | $55.8B |
| META PLATFORMS INC-CLASS AMETA | 153 funds | $26.6B |
| NVIDIA CORPNVDA | 152 funds | $74.4B |
| AMAZON.COM INCAMZN | 151 funds | $39.5B |
| ALPHABET INC-CL AGOOGL | 151 funds | $36.8B |
| ELI LILLY & COLLY | 151 funds | $15.0B |
| APPLE INCAAPL | 150 funds | $68.2B |
| ALPHABET INC-CL CGOOG | 149 funds | $27.6B |
| COSTCO WHOLESALE CORPCOST | 149 funds | $9.3B |
| BROADCOM INCAVGO | 148 funds | $28.5B |
| TESLA INCTSLA | 148 funds | $15.8B |
| VISA INC-CLASS A SHARESV | 148 funds | $11.6B |
Ranked by how many of VLY'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 VLY. 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.