27 tracked 13F filers disclose a position in CBAT as of the latest SEC 13F filings, a combined $1.4M in reported value. 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.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | $651K | 787K | ▲+3.9% Added · +30K sh | Q1 2026 | |
| 2 | Empowered Funds, LLC | $415K | 502K | ▲+6.3% Added · +30K sh | Q1 2026 | |
| 3 | Squarepoint Ops LLC | $100K | 121K | ▼−4.5% Reduced · −6K sh | Q1 2026 | |
| 4 | NewEdge Advisors, LLC | $31K | 53K | ▲New +53K sh | Q2 2026 | |
| 5 | JAMES INVESTMENT RESEARCH, INC. | $31K | 53K | ▲New +53K sh | Q2 2026 | |
| 6 | GEODE CAPITAL MANAGEMENT, LLC | $27K | 45K | ▲New +45K sh | Q2 2026 | |
| 7 | JANE STREET GROUP, LLC | $33K | 39K | ▲+112% Added · +21K sh | Q1 2026 | |
| 8 | RENAISSANCE TECHNOLOGIES LLC | $31K | 38K | ▼−69% Reduced · −84K sh | Q1 2026 | |
| 9 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $22K | 27K | ▼−89% Reduced · −230K sh | Q1 2026 | |
| 10 | UBS Group AG | $20K | 24K | ▲+874% Added · +22K sh | Q1 2026 | |
| 11 | AMERIPRISE FINANCIAL INC | $17K | 20K | —Held | Q1 2026 | |
| 12 | XTX Topco Ltd | $15K | 18K | ▼−49% Reduced · −17K sh | Q1 2026 | |
| 13 | StoneX Group Inc. | $9K | 16K | ▲New +16K sh | Q2 2026 | |
| 14 | TWO SIGMA SECURITIES, LLC | $9K | 15K | ▲New +15K sh | Q2 2026 | |
| 15 | Trek Financial, LLC | $9K | 15K | ▲New +15K sh | Q2 2026 | |
| 16 | GROUP ONE TRADING LLC | $8K | 10K | ▼−3.7% Reduced · −389 sh | Q1 2026 | |
| 17 | CITIGROUP INC | $5K | 5K | ▼−25% Reduced · −2K sh | Q1 2026 | |
| 18 | SBI Securities Co., Ltd. | $3K | 5K | ▲New +5K sh | Q2 2026 | |
| 19 | HARBOUR INVESTMENTS, INC. | $2K | 2K | ▲New +2K sh | Q1 2026 | |
| 20 | JONES FINANCIAL COMPANIES LLLP | $2K | 2K | —Held | Q1 2026 | |
| 21 | OSAIC HOLDINGS, INC. | $747 | 900 | —Held | Q1 2026 | |
| 22 | Ancora Advisors LLC | $450 | 760 | —Held | Q2 2026 | |
| 23 | SIMPLEX TRADING, LLC | $582 | 704 | ▼−63% Reduced · −1K sh | Q1 2026 | |
| 24 | NATIONAL BANK OF CANADA /FI/ | $247 | 300 | —Held | Q1 2026 | |
| 25 | MORGAN STANLEY | $193 | 234 | ▼−87% Reduced · −2K 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.
Last quarter, 8 funds opened a new position in CBAT and 2 added to an existing one, while 3 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Combined value |
|---|---|---|
| NVIDIA CORPNVDA | 7 funds | $572.3M |
| ALPHABET INC-CL AGOOGL | 7 funds | $187.5M |
| JOHNSON & JOHNSONJNJ | 7 funds | $56.8M |
| CATERPILLAR INCCAT | 7 funds | $55.0M |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 7 funds | $49.7M |
| ELI LILLY & COLLY | 7 funds | $48.6M |
| LAM RESEARCH CORPLRCX | 7 funds | $39.5M |
| CHEVRON CORPCVX | 7 funds | $35.8M |
| CISCO SYSTEMS INCCSCO | 7 funds | $28.6M |
| WESTERN DIGITAL CORPWDC | 7 funds | $22.5M |
| NETFLIX INCNFLX | 7 funds | $21.4M |
| AT&T INCT | 7 funds | $19.5M |
Ranked by how many of CBAT's institutional holders also hold each name, a cross-fund conviction signal.
Connected entities for CBAT
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/CBAT/capital-change-brief"
Use Arkolith's capital_change_brief for CBAT. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for CBAT. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.