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/WELL/capital-change-brief"
Use Arkolith's capital_change_brief for WELL. 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. | $14.6B | 74.0M | ▲+1.7% Added · +1.2M sh | Q1 2026 | |
| 2 | VANGUARD CAPITAL MANAGEMENT LLC | $9.0B | 45.4M | ▲New +45.4M sh | Q1 2026 | |
| 3 | VANGUARD PORTFOLIO MANAGEMENT LLC | $8.3B | 41.9M | ▲New +41.9M sh | Q1 2026 | |
| 4 | STATE STREET CORP | $8.2B | 41.6M | ▼−0.5% Reduced · −200K sh | Q1 2026 | |
| 5 | NORGES BANK | $5.5B | 29.5M | ▼−7.7% Reduced · −2.4M sh | Q4 2025 | |
| 6 | FMR LLC | $4.4B | 22.2M | ▲+6.5% Added · +1.4M sh | Q1 2026 | |
| 7 | BANK OF AMERICA CORP /DE/ | $4.3B | 21.8M | ▲+6.6% Added · +1.3M sh | Q1 2026 | |
| 8 | GEODE CAPITAL MANAGEMENT, LLC | $3.5B | 17.8M | ▲+4.5% Added · +761K sh | Q1 2026 | |
| 9 | PRICE T ROWE ASSOCIATES INC /MD/ | $3.4B | 17.2M | ▲+2.3% Added · +390K sh | Q1 2026 | |
| 10 | PRINCIPAL FINANCIAL GROUP INC | $1.9B | 9.6M | ▼−4.8% Reduced · −487K sh | Q1 2026 | |
| 11 | MORGAN STANLEY | $1.8B | 9.0M | ▼−10% Reduced · −1.0M sh | Q1 2026 | |
| 12 | NORTHERN TRUST CORP | $1.8B | 9.0M | ▲+0.1% Added · +14K sh | Q1 2026 | |
| 13 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $1.7B | 8.8M | ▲+5.0% Added · +424K sh | Q1 2026 | |
| 14 | DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt | $1.7B | 8.8M | ▼−4.9% Reduced · −454K sh | Q1 2026 | |
| 15 | JPMORGAN CHASE & CO | $1.7B | 8.7M | ▲+2.7% Added · +226K sh | Q1 2026 | |
| 16 | DIMENSIONAL FUND ADVISORS LP | $1.6B | 8.3M | ▲+0.7% Added · +58K sh | Q1 2026 | |
| 17 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME | $1.6B | 8.2M | ▲364× Added · +8.1M sh | Q1 2026 | |
| 18 | Legal & General Group Plc | $1.4B | 7.2M | ▼−0.9% Reduced · −68K sh | Q1 2026 | |
| 19 | GOLDMAN SACHS GROUP INC | $1.3B | 6.7M | ▲+51% Added · +2.3M sh | Q1 2026 | |
| 20 | Nuveen, LLC | $1.1B | 5.4M | ▲+7.4% Added · +376K sh | Q1 2026 | |
| 21 | CENTERSQUARE INVESTMENT MANAGEMENT LLC | $1.0B | 5.2M | ▼−5.4% Reduced · −299K sh | Q1 2026 | |
| 22 | DEUTSCHE BANK AG\ | $1.0B | 5.1M | ▼−10% Reduced · −593K sh | Q1 2026 | |
| 23 | Daiwa Securities Group Inc. | $846.9M | 4.3M | ▼−4.3% Reduced · −194K sh | Q1 2026 | |
| 24 | Bank of New York Mellon Corp | $785.4M | 4.0M | ▼−1.4% Reduced · −56K sh | Q1 2026 | |
| 25 | VANGUARD FIDUCIARY TRUST CO | $776.3M | 3.9M | ▲New +3.9M 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 |
|---|---|---|---|---|---|
| Jun 26, 2026 | Mitra Shankh | CEO, Director | Gift (G) | 4K | $0 |
| May 31, 2026 | Mitra Shankh | CEO, Director | Grant (A) | 17 | $3K |
| May 27, 2026 | Mitra Shankh | CEO, Director | Gift (G) | 162 | $0 |
| May 21, 2026 | LOPEZ DENNIS G | Director | Grant (A) | 63 | $14K |
| May 1, 2026 | BACON KENNETH J | Director | Conversion (C) | 3K | $0 |
| May 1, 2026 | BACON KENNETH J | Director | Conversion (C) | 3K | — |
| Feb 26, 2026 | Patton Ade J. | Director | Grant (A) | 1K | — |
| Feb 26, 2026 | Patton Ade J. | Director | Grant (A) | 1K | — |
| Feb 26, 2026 | Rivera Sergio | Director | Grant (A) | 1K | $0 |
| Feb 26, 2026 | Spisso Johnese | Director | Grant (A) | 1K | $0 |
| Feb 26, 2026 | BACON KENNETH J | Director | Grant (A) | 1K | — |
| Feb 26, 2026 | BACON KENNETH J | Director | Grant (A) | 1K | — |
| Company | Co-held by | Combined value |
|---|---|---|
| AMAZON.COM INCAMZN | 420 funds | $214.9B |
| NVIDIA CORPNVDA | 419 funds | $408.6B |
| APPLE INCAAPL | 417 funds | $310.8B |
| MICROSOFT CORPMSFT | 417 funds | $286.9B |
| ALPHABET INC-CL AGOOGL | 415 funds | $190.4B |
| BROADCOM INCAVGO | 413 funds | $153.6B |
| META PLATFORMS INC-CLASS AMETA | 411 funds | $120.6B |
| JPMORGAN CHASE & COJPM | 411 funds | $75.8B |
| ELI LILLY & COLLY | 410 funds | $88.0B |
| VISA INC-CLASS A SHARESV | 409 funds | $65.7B |
| ALPHABET INC-CL CGOOG | 408 funds | $125.3B |
| MASTERCARD INC - AMA | 407 funds | $56.4B |
Ranked by how many of WELL'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 WELL. 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.