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/YOU/capital-change-brief"
Use Arkolith's capital_change_brief for YOU. 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. | $732.1M | 15.1M | ▲+2.6% Added · +378K sh | Q1 2026 | |
| 2 | VANGUARD PORTFOLIO MANAGEMENT LLC | $344.5M | 7.1M | ▲New +7.1M sh | Q1 2026 | |
| 3 | VANGUARD CAPITAL MANAGEMENT LLC | $193.9M | 4.0M | ▲New +4.0M sh | Q1 2026 | |
| 4 | STATE STREET CORP | $165.0M | 3.4M | ▲+2.9% Added · +96K sh | Q1 2026 | |
| 5 | RENAISSANCE TECHNOLOGIES LLC | $162.3M | 3.4M | ▼−8.0% Reduced · −290K sh | Q1 2026 | |
| 6 | FIRST TRUST ADVISORS LP | $138.3M | 2.9M | ▼−4.2% Reduced · −125K sh | Q1 2026 | |
| 7 | GOLDMAN SACHS GROUP INC | $137.8M | 2.8M | ▲+31% Added · +674K sh | Q1 2026 | |
| 8 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $129.8M | 2.7M | ▲+0.3% Added · +9K sh | Q1 2026 | |
| 9 | GEODE CAPITAL MANAGEMENT, LLC | $129.0M | 2.7M | ▲+8.6% Added · +210K sh | Q1 2026 | |
| 10 | MORGAN STANLEY | $125.9M | 2.6M | ▼−3.5% Reduced · −96K sh | Q1 2026 | |
| 11 | Copeland Capital Management, LLC | $85.0M | 1.8M | ▼−22% Reduced · −481K sh | Q1 2026 | |
| 12 | DIMENSIONAL FUND ADVISORS LP | $82.8M | 1.7M | ▲+2.4% Added · +41K sh | Q1 2026 | |
| 13 | WEDGE CAPITAL MANAGEMENT L L P/NC | $82.5M | 1.5M | ▲New +1.5M sh | Q2 2026 | |
| 14 | D. E. Shaw & Co., Inc. | $70.4M | 1.5M | ▲+155% Added · +883K sh | Q1 2026 | |
| 15 | NORTHERN TRUST CORP | $62.5M | 1.3M | ▼−1.1% Reduced · −14K sh | Q1 2026 | |
| 16 | CITADEL ADVISORS LLC | $60.3M | 1.2M | ▲30× Added · +1.2M sh | Q1 2026 | |
| 17 | FMR LLC | $57.5M | 1.2M | ▲+29% Added · +267K sh | Q1 2026 | |
| 18 | JACOBS LEVY EQUITY MANAGEMENT, INC | $56.0M | 1.2M | ▼−27% Reduced · −432K sh | Q1 2026 | |
| 19 | JPMORGAN CHASE & CO | $52.2M | 1.1M | ▼−12% Reduced · −140K sh | Q1 2026 | |
| 20 | Nuveen, LLC | $45.5M | 939K | ▲+40% Added · +267K sh | Q1 2026 | |
| 21 | NORGES BANK | $29.5M | 841K | ▲New +841K sh | Q4 2025 | |
| 22 | No Street GP LP | $40.5M | 836K | ▲New +836K sh | Q1 2026 | |
| 23 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $40.2M | 831K | ▲+0.1% Added · +918 sh | Q1 2026 | |
| 24 | UBS Group AG | $38.3M | 791K | ▲+233% Added · +553K sh | Q1 2026 | |
| 25 | Bank of New York Mellon Corp | $38.0M | 786K | ▼−0.9% Reduced · −8K 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 17, 2026 | Alclear Investments, LLC | Director, 10% Owner | Option exercise (M) | 29K | — |
| Jul 17, 2026 | Alclear Investments, LLC | Director, 10% Owner | Grant (A) | 29K | — |
| Jul 17, 2026 | Alclear Investments, LLC | Director, 10% Owner | Disposed to issuer (D) | 29K | — |
| Jul 17, 2026 | Seidman Becker Caryn | Chief Executive Officer, Director, 10% Owner | Option exercise (M) | 29K | — |
| Jul 17, 2026 | Seidman Becker Caryn | Chief Executive Officer, Director, 10% Owner | Grant (A) | 29K | — |
| Jul 17, 2026 | Seidman Becker Caryn | Chief Executive Officer, Director, 10% Owner | Disposed to issuer (D) | 29K | — |
| Jul 16, 2026 | Seidman Becker Caryn | Chief Executive Officer, Director, 10% Owner | Option exercise (M) | 121K | — |
| Jul 16, 2026 | Seidman Becker Caryn | Chief Executive Officer, Director, 10% Owner | Grant (A) | 121K | — |
| Jul 16, 2026 | Seidman Becker Caryn | Chief Executive Officer, Director, 10% Owner | Disposed to issuer (D) | 121K | — |
| Jul 16, 2026 | Alclear Investments, LLC | Director, 10% Owner | Option exercise (M) | 121K | — |
| Jul 16, 2026 | Alclear Investments, LLC | Director, 10% Owner | Grant (A) | 121K | — |
| Jul 16, 2026 | Alclear Investments, LLC | Director, 10% Owner | Disposed to issuer (D) | 121K | — |
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 134 funds | $52.8B |
| NVIDIA CORPNVDA | 132 funds | $75.1B |
| COSTCO WHOLESALE CORPCOST | 131 funds | $9.6B |
| AMAZON.COM INCAMZN | 130 funds | $38.6B |
| META PLATFORMS INC-CLASS AMETA | 130 funds | $24.7B |
| ELI LILLY & COLLY | 130 funds | $14.0B |
| ALPHABET INC-CL AGOOGL | 129 funds | $34.8B |
| JPMORGAN CHASE & COJPM | 128 funds | $17.1B |
| APPLE INCAAPL | 127 funds | $61.8B |
| BROADCOM INCAVGO | 127 funds | $28.0B |
| ALPHABET INC-CL CGOOG | 127 funds | $23.7B |
| VISA INC-CLASS A SHARESV | 126 funds | $10.8B |
Ranked by how many of YOU'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 YOU. 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.