Among active 13F managers last quarter, 3 opened and 8 added, while 5 reduced; the largest holder to move was Helikon Investments Ltd (−3.0%). No open-market insider trades in the last 180 days.
Funds lean in and no leg opposes.
44 tracked 13F filers disclose a position in CNL as of the latest SEC 13F filings, a combined $301.7M 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 | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Helikon Investments Ltd | 10.7M | $130.5M | ▼−3.0% Reduced · −324K sh | Q2 2026 | |
| 2 | Mirae Asset Global Etfs Holdings Ltd. | 2.4M | $42.1M | ▲+42% Added · +707K sh | Q1 2026 | |
| 3 | UBS Group AG | 1.6M | $27.6M | ▲321× Added · +1.6M sh | Q1 2026 | |
| 4 | Van Eck Associates Corp | 1.3M | Withheld | ▲21× Added · +1.2M sh | Q1 2026 | |
| 5 | Franklin Templeton Inc | 1.1M | $19.5M | ▲+3.7% Added · +40K sh | Q1 2026 | |
| 6 | Amundi | 761K | $13.4M | ▲+4.6% Added · +33K sh | Q1 2026 | |
| 7 | Groupe la Francaise | 470K | $8.2M | ▲+88% Added · +220K sh | Q1 2026 | |
| 8 | Royal Bank Of Canada | 426K | $7.5M | ▲+0.2% Added · +727 sh | Q1 2026 | |
| 9 | Kingdon Capital Management, L.L.C. | 425K | $7.5M | ▲New +425K sh | Q1 2026 | |
| 10 | Bank Of Montreal | 395K | $6.9M | ▲+492% Added · +329K sh | Q1 2026 | |
| 11 | Manufacturers Life Insurance Company, The | 310K | $5.4M | ▼−25% Reduced · −101K sh | Q1 2026 | |
| 12 | Ninepoint Partners LP | 306K | $3.7M | ▼−35% Reduced · −164K sh | Q2 2026 | |
| 13 | JPMorgan Chase & Co | 258K | $4.1M | ▲+0.7% Added · +2K sh | Q1 2026 | |
| 14 | Morgan Stanley | 236K | $4.2M | ▼−22% Reduced · −67K sh | Q1 2026 | |
| 15 | Alberta Investment Management Corp | 200K | $2.5M | ▼−32% Reduced · −94K sh | Q2 2026 | |
| 16 | Goldman Sachs Group Inc | 199K | $3.5M | ▲+59% Added · +74K sh | Q1 2026 | |
| 17 | Gilder Gagnon Howe & Co LLC | 163K | $2.0M | ▲+34% Added · +42K sh | Q2 2026 | |
| 18 | Edmond De Rothschild Holding S.A. | 130K | $1.6M | ▲+19% Added · +21K sh | Q2 2026 | |
| 19 | Swiss National Bank | 110K | $1.9M | —Held | Q1 2026 | |
| 20 | TD Asset Management Inc | 80K | $1.4M | ▲+40% Added · +23K sh | Q1 2026 | |
| 21 | ExodusPoint Capital Management, LP | 61K | $749K | ▲New +61K sh | Q2 2026 | |
| 22 | Legal & General Group Plc | 54K | $939K | ▲+8.5% Added · +4K sh | Q1 2026 | |
| 23 | Bank Of America Corp | 42K | $740K | ▼−89% Reduced · −341K sh | Q1 2026 | |
| 24 | Geode Capital Management, LLC | 41K | $499K | —Held | Q2 2026 | |
| 25 | Vanguard Asset Management, Ltd | 37K | $650K | →New filer Inherited book · not a new buyer | 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. 1 value row is withheld because the reported units disagree with same-security peers; share counts are unchanged.
Last quarter, 3 funds opened a new position in CNL and 8 added to an existing one, while 5 reduced. 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 | Their position there |
|---|---|---|
| Nvidia CorpNVDA | 17 funds | $95.4B |
| Apple IncAAPL | 16 funds | $70.8B |
| Microsoft CorpMSFT | 16 funds | $68.7B |
| Amazon.com IncAMZN | 16 funds | $54.0B |
| Meta Platforms Inc-Class AMETA | 16 funds | $29.8B |
| Tesla IncTSLA | 16 funds | $19.3B |
| Agnico Eagle Mines LtdAEM | 16 funds | $4.5B |
| Howmet Aerospace IncHWM | 16 funds | $2.7B |
| Wheaton Precious Metals CorpWPM | 16 funds | $2.0B |
| Alamos Gold Inc-Class AAGI | 16 funds | $660.5M |
| Alphabet Inc-CL AGOOGL | 15 funds | $37.6B |
| Visa Inc-Class A SharesV | 15 funds | $15.6B |
Ranked by how many of CNL's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in CNL.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Mar 3, 2016 | Crump Keith D | Senior Vice President | Sell (S) | 17K | $770K |
| Mar 3, 2016 | Fontenot William G | Sr Vice President | Sell (S) | 3K | $112K |
| Nov 25, 2014 | Scott Peter M III | Director | Sell (S) | 2K | $80K |
| Mar 31, 2014 | Olagues Darren J | President - Cleco Power | Sell (S) | 2K | $121K |
| Mar 27, 2014 | Miller Judy P | Sr Vice President | Sell (S) | 4K | $179K |
| Mar 4, 2014 | Crump Keith D | Senior Vice President | Sell (S) | 3K | $123K |
| Mar 3, 2014 | Fontenot William G | Sr Vice President | Sell (S) | 2K | $74K |
| Mar 3, 2014 | Marks William L | Director | Sell (S) | 1K | $63K |
| Mar 3, 2014 | LaBorde Robert R Jr | Vice President | Sell (S) | 2K | $98K |
| Nov 18, 2013 | Crump Keith D | Senior Vice President | Sell (S) | 2K | — |
| Nov 14, 2013 | Fontenot William G | Sr Vice President | Sell (S) | 2K | $92K |
| Aug 27, 2013 | Walker William H Jr | Director | Sell (S) | 11K | $518K |
Where institutional funds (13F), corporate insiders (Form 4) and US House members (STOCK Act) are buying or selling the same name in the same window. Green is buying, red is selling.
Insiders and Congress: last 180 days. Funds: latest 13F, top 100 holders incl. passive
| Source | Buying | Selling | Net |
|---|---|---|---|
13F funds Top 100 holders by value, passive included; the hero counts active managers only | 18 | 12 | – |
Insiders Form 4 open-market | 0 | 0 | $0 |
US House STOCK Act trades | 0 | 0 | $0 |
Capital Rotation reports where institutional capital disclosed rotating, as of the latest public SEC 13F filings. It is data, not investment advice, a recommendation, or a prediction. Filings lag about 45 days and cover long US equity positions only. Past disclosed flows do not indicate future prices. Do your own research; consult a licensed advisor.
| Class | 13F holders | Value held |
|---|---|---|
| CNLthis pageEquity | 44 funds | $301.8M |
| 19425C951EQUITY | 1 funds | $281K |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
Connected entities for CNL
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/CNL/capital-change-brief"
Use Arkolith's capital_change_brief for CNL. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + the live filing stream, joined for CNL. Filings are public domain, sourced to SEC EDGAR.