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/CABO/capital-change-brief"
Use Arkolith's capital_change_brief for CABO. 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. | $65.5M | 718K | ▼−4.7% Reduced · −35K sh | Q1 2026 | |
| 2 | BANK OF MONTREAL /CAN/ | $40.3M | 442K | ▼−3.6% Reduced · −17K sh | Q1 2026 | |
| 3 | D. E. Shaw & Co., Inc. | $35.8M | 392K | ▲+32% Added · +95K sh | Q1 2026 | |
| 4 | PRIVATE MANAGEMENT GROUP INC | $27.8M | 304K | ▼−5.0% Reduced · −16K sh | Q1 2026 | |
| 5 | DAVENPORT & Co LLC | $15.8M | 297K | ▲+21% Added · +52K sh | Q2 2026 | |
| 6 | Rothschild & Co Wealth Management UK Ltd | $25.5M | 280K | ▼−2.4% Reduced · −7K sh | Q1 2026 | |
| 7 | GOLDMAN SACHS GROUP INC | $20.4M | 223K | ▼−21% Reduced · −59K sh | Q1 2026 | |
| 8 | VANGUARD CAPITAL MANAGEMENT LLC | $18.1M | 199K | ▲New +199K sh | Q1 2026 | |
| 9 | DIMENSIONAL FUND ADVISORS LP | $17.4M | 190K | ▼−13% Reduced · −28K sh | Q1 2026 | |
| 10 | STATE STREET CORP | $17.0M | 186K | ▼−4.5% Reduced · −9K sh | Q1 2026 | |
| 11 | AMERICAN CENTURY COMPANIES INC | $16.2M | 177K | ▲+12% Added · +18K sh | Q1 2026 | |
| 12 | BROWN ADVISORY INC | $15.5M | 170K | ▼−1.8% Reduced · −3K sh | Q1 2026 | |
| 13 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $14.9M | 163K | ▲+11% Added · +16K sh | Q1 2026 | |
| 14 | MARSHALL WACE, LLP | $14.7M | 161K | ▲+118% Added · +87K sh | Q1 2026 | |
| 15 | GEODE CAPITAL MANAGEMENT, LLC | $10.7M | 117K | ▲+0.3% Added · +306 sh | Q1 2026 | |
| 16 | MORGAN STANLEY | $10.4M | 114K | ▲+11% Added · +11K sh | Q1 2026 | |
| 17 | VANGUARD PORTFOLIO MANAGEMENT LLC | $9.6M | 105K | ▲New +105K sh | Q1 2026 | |
| 18 | Man Group plc | $8.1M | 89K | ▲+73% Added · +37K sh | Q1 2026 | |
| 19 | AQR CAPITAL MANAGEMENT LLC | $7.9M | 87K | ▲+19% Added · +14K sh | Q1 2026 | |
| 20 | PUBLIC SECTOR PENSION INVESTMENT BOARD | $6.7M | 74K | ▲+52% Added · +25K sh | Q1 2026 | |
| 21 | GOLDENTREE ASSET MANAGEMENT LP | $6.6M | 73K | —Held | Q1 2026 | |
| 22 | RENAISSANCE TECHNOLOGIES LLC | $4.9M | 54K | ▲+18% Added · +8K sh | Q1 2026 | |
| 23 | NORTHERN TRUST CORP | $4.5M | 49K | ▲+3.1% Added · +1K sh | Q1 2026 | |
| 24 | PRINCIPAL FINANCIAL GROUP INC | $3.7M | 41K | ▲+0.2% Added · +96 sh | Q1 2026 | |
| 25 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | $3.0M | 33K | ▼−11% Reduced · −4K 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 |
|---|---|---|---|---|---|
| May 14, 2026 | Smith Sherrese M | Director | Grant (A) | 5K | $245K |
| May 14, 2026 | Bartolo P Robert | Director | Grant (A) | 3K | $155K |
| May 14, 2026 | Brian Brad D. | Director | Grant (A) | 4K | $200K |
| May 14, 2026 | WEITZ WALLACE R | Director | Grant (A) | 5K | $255K |
| May 14, 2026 | Weymouth Katharine | Director | Grant (A) | 3K | $155K |
| May 14, 2026 | Kissire Deborah J. | Director | Grant (A) | 3K | $155K |
| May 14, 2026 | Meduski Mary E | Director | Grant (A) | 5K | $257K |
| Mar 3, 2026 | Koetje Todd M | Chief Financial Officer | Buy (P) | 998 | $100K |
| Feb 26, 2026 | Holanda James A | Chief Executive Officer, Director | Grant (A) | 44K | $0 |
| Feb 2, 2026 | JOHNSON KENNETH E | Chief Operating Officer | Grant (A) | 1K | $119K |
| Feb 2, 2026 | JOHNSON KENNETH E | Chief Operating Officer | Tax withholding (F) | 70 | $6K |
| Feb 2, 2026 | Detz Margaret Masoner | Chief People Officer | Grant (A) | 1K | $125K |
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 65 funds | $28.6B |
| AMAZON.COM INCAMZN | 65 funds | $20.6B |
| CAPITAL ONE FINANCIAL CORPCOF | 64 funds | $1.8B |
| ALPHABET INC-CL AGOOGL | 63 funds | $18.1B |
| COSTCO WHOLESALE CORPCOST | 63 funds | $4.7B |
| NVIDIA CORPNVDA | 62 funds | $42.0B |
| APPLE INCAAPL | 62 funds | $32.5B |
| BROADCOM INCAVGO | 62 funds | $14.8B |
| META PLATFORMS INC-CLASS AMETA | 62 funds | $13.0B |
| ELI LILLY & COLLY | 62 funds | $7.6B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 62 funds | $7.0B |
| BANK OF AMERICA CORPBAC | 62 funds | $3.2B |
Ranked by how many of CABO'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 CABO. 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.