397 tracked 13F filers disclose a position in CALM as of the latest SEC 13F filings, a combined $3.3B 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 | BlackRock, Inc. | $550.0M | 6.9M | ▼−3.7% Reduced · −267K sh | Q1 2026 | |
| 2 | VANGUARD PORTFOLIO MANAGEMENT LLC | $217.8M | 2.8M | →First observed position No prior filed position | Q1 2026 | |
| 3 | DIMENSIONAL FUND ADVISORS LP | $199.4M | 2.5M | ▲+14% Added · +301K sh | Q1 2026 | |
| 4 | AMERICAN CENTURY COMPANIES INC | $159.0M | 2.0M | ▲+12% Added · +212K sh | Q1 2026 | |
| 5 | VANGUARD CAPITAL MANAGEMENT LLC | $149.1M | 1.9M | →First observed position No prior filed position | Q1 2026 | |
| 6 | STATE STREET CORP | $143.7M | 1.8M | ▲+4.2% Added · +72K sh | Q2 2026 | |
| 7 | RENAISSANCE TECHNOLOGIES LLC | $140.8M | 1.8M | ▼−5.5% Reduced · −104K sh | Q1 2026 | |
| 8 | FIRST TRUST ADVISORS LP | $122.9M | 1.6M | ▲+30% Added · +356K sh | Q1 2026 | |
| 9 | River Road Asset Management, LLC | $108.4M | 1.4M | ▲New +1.4M sh | Q1 2026 | |
| 10 | GEODE CAPITAL MANAGEMENT, LLC | $98.3M | 1.2M | ▲+6.8% Added · +78K sh | Q2 2026 | |
| 11 | Boston Partners | $96.1M | 1.2M | ▲New +1.2M sh | Q1 2026 | |
| 12 | MORGAN STANLEY | $88.3M | 1.1M | ▲+14% Added · +137K sh | Q1 2026 | |
| 13 | NORTHERN TRUST CORP | $76.0M | 960K | ▲+1.2% Added · +11K sh | Q1 2026 | |
| 14 | UBS Group AG | $64.7M | 817K | ▲+101% Added · +411K sh | Q1 2026 | |
| 15 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $55.8M | 705K | ▲+3.1% Added · +21K sh | Q1 2026 | |
| 16 | Bank of New York Mellon Corp | $55.2M | 698K | ▼−8.1% Reduced · −62K sh | Q1 2026 | |
| 17 | Corient Private Wealth LLC | $51.4M | 650K | ▼−0.1% Reduced · −1K sh | Q1 2026 | |
| 18 | BANK OF AMERICA CORP /DE/ | $40.0M | 505K | ▲+22% Added · +91K sh | Q1 2026 | |
| 19 | Janus Henderson Group Ltd. | $28.0M | 354K | ▲+69% Added · +144K sh | Q1 2026 | |
| 20 | SPROTT INC. | $27.6M | 343K | ▲+7.9% Added · +25K sh | Q2 2026 | |
| 21 | RAYMOND JAMES FINANCIAL INC | $24.6M | 311K | ▲22× Added · +297K sh | Q1 2026 | |
| 22 | PRINCIPAL FINANCIAL GROUP INC | $24.4M | 309K | ▲+5.8% Added · +17K sh | Q1 2026 | |
| 23 | VANGUARD FIDUCIARY TRUST CO | $24.4M | 308K | →First observed position No prior filed position | Q1 2026 | |
| 24 | GOLDMAN SACHS GROUP INC | $23.6M | 298K | ▼−31% Reduced · −135K sh | Q1 2026 | |
| 25 | VICTORY CAPITAL MANAGEMENT INC | $21.2M | 268K | ▼−3.0% 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.
Last quarter, 7 funds opened a new position in CALM and 28 added to an existing one, while 16 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 |
|---|---|---|
| MICROSOFT CORPMSFT | 231 funds | $231.1B |
| APPLE INCAAPL | 227 funds | $260.1B |
| AMAZON.COM INCAMZN | 226 funds | $169.0B |
| ALPHABET INC-CL AGOOGL | 226 funds | $140.4B |
| META PLATFORMS INC-CLASS AMETA | 225 funds | $99.0B |
| NVIDIA CORPNVDA | 223 funds | $339.9B |
| ALPHABET INC-CL CGOOG | 216 funds | $108.5B |
| JPMORGAN CHASE & COJPM | 216 funds | $57.4B |
| BROADCOM INCAVGO | 215 funds | $133.3B |
| JOHNSON & JOHNSONJNJ | 212 funds | $41.6B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 212 funds | $31.3B |
| WALMART INCWMT | 210 funds | $32.4B |
Ranked by how many of CALM's institutional holders also hold each name, a cross-fund conviction signal.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Oct 2, 2025 | Lombardo Keira L | Chief Strategy Officer | Buy (P) | 110 | $10K |
| Oct 2, 2025 | Lombardo Keira L | Chief Strategy Officer | Buy (P) | 2K | $168K |
| Oct 2, 2025 | Lombardo Keira L | Chief Strategy Officer | Buy (P) | 500 | $46K |
| Oct 2, 2025 | Lombardo Keira L | Chief Strategy Officer | Buy (P) | 100 | $9K |
| Oct 2, 2025 | Lombardo Keira L | Chief Strategy Officer | Buy (P) | 267 | $25K |
| Apr 17, 2025 | BAKER ADOLPHUS B | Board Chair, Director | Sell (S) | 140K | $12.7M |
| Apr 17, 2025 | BAKER ADOLPHUS B | Board Chair, Director | Sell (S) | 1.1M | $103.9M |
| Jan 14, 2025 | HUGHES LETITIA CALLENDER | Director | Sell (S) | 809 | $89K |
| Jan 14, 2025 | Young Camille S | Director | Sell (S) | 909 | $100K |
| Jan 14, 2025 | Sanders Steve W | Director | Sell (S) | 750 | $82K |
| Jan 14, 2025 | Poole James E | Director | Sell (S) | 909 | $100K |
| Aug 20, 2024 | Holladay Robert L Jr | VP - General Counsel | Sell (S) | 2K | $106K |
Connected entities for CALM
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/CALM/capital-change-brief"
Use Arkolith's capital_change_brief for CALM. 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 CALM. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.