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/WTRG/capital-change-brief"
Use Arkolith's capital_change_brief for WTRG. 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. | $1.3B | 31.6M | ▼−8.1% Reduced · −2.8M sh | Q1 2026 | |
| 2 | VANGUARD PORTFOLIO MANAGEMENT LLC | $664.0M | 16.5M | ▲New +16.5M sh | Q1 2026 | |
| 3 | VANGUARD CAPITAL MANAGEMENT LLC | $509.9M | 12.7M | ▲New +12.7M sh | Q1 2026 | |
| 4 | STATE STREET CORP | $500.6M | 12.4M | ▼−10% Reduced · −1.4M sh | Q1 2026 | |
| 5 | NORDEA INVESTMENT MANAGEMENT AB | $301.9M | 7.5M | ▼−1.8% Reduced · −139K sh | Q1 2026 | |
| 6 | GEODE CAPITAL MANAGEMENT, LLC | $210.4M | 5.2M | ▼−0.2% Reduced · −10K sh | Q1 2026 | |
| 7 | Amundi | $182.8M | 4.5M | ▼−28% Reduced · −1.8M sh | Q1 2026 | |
| 8 | MILLENNIUM MANAGEMENT LLC | $163.6M | 4.1M | ▲+224% Added · +2.8M sh | Q1 2026 | |
| 9 | NORGES BANK | $154.2M | 4.0M | ▲+46% Added · +1.3M sh | Q4 2025 | |
| 10 | Pictet Asset Management Holding SA | $145.2M | 3.6M | ▼−21% Reduced · −935K sh | Q1 2026 | |
| 11 | Legal & General Group Plc | $137.3M | 3.4M | ▼−18% Reduced · −740K sh | Q1 2026 | |
| 12 | Qube Research & Technologies Ltd | $132.0M | 3.3M | ▲New +3.3M sh | Q1 2026 | |
| 13 | MORGAN STANLEY | $129.6M | 3.2M | ▼−5.9% Reduced · −201K sh | Q1 2026 | |
| 14 | NORTHERN TRUST CORP | $128.9M | 3.2M | ▼−1.3% Reduced · −42K sh | Q1 2026 | |
| 15 | AQR Arbitrage LLC | $126.3M | 3.1M | ▲+231% Added · +2.2M sh | Q1 2026 | |
| 16 | BALYASNY ASSET MANAGEMENT L.P. | $124.4M | 3.1M | ▲26× Added · +3.0M sh | Q1 2026 | |
| 17 | ANTIPODES PARTNERS Ltd | $121.6M | 3.0M | ▼−7.8% Reduced · −256K sh | Q1 2026 | |
| 18 | DIMENSIONAL FUND ADVISORS LP | $116.0M | 2.9M | ▲+3.8% Added · +106K sh | Q1 2026 | |
| 19 | GOLDMAN SACHS GROUP INC | $114.3M | 2.8M | ▲+80% Added · +1.3M sh | Q1 2026 | |
| 20 | Bank of New York Mellon Corp | $101.6M | 2.5M | ▼−8.2% Reduced · −224K sh | Q1 2026 | |
| 21 | Boston Trust Walden Corp | $99.9M | 2.5M | ▼−3.0% Reduced · −77K sh | Q1 2026 | |
| 22 | JANE STREET GROUP, LLC | $93.0M | 2.3M | ▼−7.0% Reduced · −175K sh | Q1 2026 | |
| 23 | JPMORGAN CHASE & CO | $90.0M | 2.2M | ▼−41% Reduced · −1.5M sh | Q1 2026 | |
| 24 | DUFF & PHELPS INVESTMENT MANAGEMENT CO | $88.1M | 2.2M | ▲~0% Added · +103 sh | Q1 2026 | |
| 25 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $80.0M | 2.0M | ▲+3.4% Added · +66K 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 23, 2026 | Amato Elizabeth B | Director | Grant (A) | 4K | $135K |
| Jun 23, 2026 | Ciesinski David Alan | Director | Grant (A) | 4K | $135K |
| Jun 23, 2026 | Bruner Christopher L | Director | Grant (A) | 4K | $135K |
| Jun 23, 2026 | Linde Tamara Louise | Director | Grant (A) | 4K | $135K |
| Jun 23, 2026 | Lewis Wilbert Bryan | Director | Grant (A) | 4K | $135K |
| Jun 23, 2026 | Hilferty Daniel J III | Director | Grant (A) | 4K | $135K |
| Feb 22, 2026 | Franklin Chris | Chief Executive Officer, Director | Tax withholding (F) | 18K | $697K |
| Feb 22, 2026 | Franklin Chris | Chief Executive Officer, Director | Grant (A) | 25K | $0 |
| Feb 22, 2026 | Palmer Bradley John | Chief Accounting Officer | Grant (A) | 246 | $0 |
| Feb 22, 2026 | Palmer Bradley John | Chief Accounting Officer | Tax withholding (F) | 158 | $6K |
| Feb 22, 2026 | Arnold Colleen | President - Aqua | Grant (A) | 3K | $0 |
| Feb 22, 2026 | Arnold Colleen | President - Aqua | Tax withholding (F) | 2K | $75K |
| Company | Co-held by | Combined value |
|---|---|---|
| AMAZON.COM INCAMZN | 218 funds | $171.6B |
| MICROSOFT CORPMSFT | 216 funds | $228.8B |
| META PLATFORMS INC-CLASS AMETA | 216 funds | $93.1B |
| NVIDIA CORPNVDA | 215 funds | $315.9B |
| ALPHABET INC-CL AGOOGL | 214 funds | $139.4B |
| APPLE INCAAPL | 213 funds | $243.1B |
| BROADCOM INCAVGO | 212 funds | $128.6B |
| ELI LILLY & COLLY | 211 funds | $62.2B |
| VISA INC-CLASS A SHARESV | 209 funds | $47.8B |
| APPLIED MATERIALS INCAMAT | 209 funds | $28.1B |
| JPMORGAN CHASE & COJPM | 208 funds | $53.1B |
| MASTERCARD INC - AMA | 208 funds | $44.5B |
Ranked by how many of WTRG'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 WTRG. 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.