131 tracked 13F filers disclose a position in CASS as of the latest SEC 13F filings, a combined $310.9M 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. | $39.8M | 903K | ▼−4.4% Reduced · −42K sh | Q1 2026 | |
| 2 | Focus Partners Wealth | $30.2M | 686K | ▲New +686K sh | Q1 2026 | |
| 3 | VANGUARD CAPITAL MANAGEMENT LLC | $24.2M | 550K | →First observed position No prior filed position | Q1 2026 | |
| 4 | BROWN ADVISORY INC | $23.0M | 522K | ▼−3.4% Reduced · −18K sh | Q1 2026 | |
| 5 | HEARTLAND ADVISORS INC | $20.7M | 471K | ▲+1.2% Added · +5K sh | Q1 2026 | |
| 6 | DIMENSIONAL FUND ADVISORS LP | $15.3M | 347K | ▼−2.1% Reduced · −8K sh | Q1 2026 | |
| 7 | ProShare Advisors LLC | $12.8M | 290K | ▼−8.9% Reduced · −28K sh | Q1 2026 | |
| 8 | GEODE CAPITAL MANAGEMENT, LLC | $12.7M | 289K | ▼−14% Reduced · −46K sh | Q1 2026 | |
| 9 | STATE STREET CORP | $12.7M | 288K | ▲+0.3% Added · +1K sh | Q1 2026 | |
| 10 | VANGUARD PORTFOLIO MANAGEMENT LLC | $7.3M | 166K | →First observed position No prior filed position | Q1 2026 | |
| 11 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $6.1M | 138K | ▼−4.0% Reduced · −6K sh | Q1 2026 | |
| 12 | Emmett Investment Management, LP | $5.7M | 128K | ▼−24% Reduced · −39K sh | Q1 2026 | |
| 13 | CRAWFORD INVESTMENT COUNSEL INC | $5.4M | 122K | ▲New +122K sh | Q1 2026 | |
| 14 | PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | $5.0M | 113K | ▲New +113K sh | Q1 2026 | |
| 15 | NORTHERN TRUST CORP | $4.4M | 101K | ▲+0.6% Added · +554 sh | Q1 2026 | |
| 16 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $4.2M | 95K | ▼−3.7% Reduced · −4K sh | Q1 2026 | |
| 17 | TEACHER RETIREMENT SYSTEM OF TEXAS | $3.8M | 86K | —Held | Q1 2026 | |
| 18 | GOLDMAN SACHS GROUP INC | $3.6M | 82K | ▼−12% Reduced · −11K sh | Q1 2026 | |
| 19 | HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | $3.5M | 80K | ▲+0.3% Added · +220 sh | Q1 2026 | |
| 20 | VANGUARD FIDUCIARY TRUST CO | $3.5M | 79K | →First observed position No prior filed position | Q1 2026 | |
| 21 | SEI INVESTMENTS CO | $3.1M | 71K | ▲+99% Added · +35K sh | Q1 2026 | |
| 22 | GABELLI FUNDS LLC | $3.1M | 69K | ▼−2.2% Reduced · −2K sh | Q1 2026 | |
| 23 | Bank of New York Mellon Corp | $2.9M | 67K | ▼−1.6% Reduced · −1K sh | Q1 2026 | |
| 24 | PINNACLE ASSOCIATES LTD | $2.9M | 67K | ▲+11% Added · +7K sh | Q1 2026 | |
| 25 | ENVESTNET ASSET MANAGEMENT INC | $2.9M | 65K | ▼−3.0% 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, 7 funds opened a new position in CASS and 16 added to an existing one, while 15 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 | 40 funds | $13.6B |
| UNITEDHEALTH GROUP INCUNH | 40 funds | $2.1B |
| ALPHABET INC-CL AGOOGL | 39 funds | $9.9B |
| JPMORGAN CHASE & COJPM | 38 funds | $5.5B |
| VISA INC-CLASS A SHARESV | 38 funds | $3.0B |
| ORACLE CORPORCL | 38 funds | $1.8B |
| MORGAN STANLEYMS | 38 funds | $1.7B |
| WELLS FARGO & COWFC | 38 funds | $1.5B |
| ELEVANCE HEALTH INCELV | 38 funds | $1.4B |
| APPLE INCAAPL | 37 funds | $18.4B |
| AMAZON.COM INCAMZN | 37 funds | $11.1B |
| BROADCOM INCAVGO | 37 funds | $8.5B |
Ranked by how many of CASS's institutional holders also hold each name, a cross-fund conviction signal.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Oct 2, 2025 | Resch Martin H. | President & CEO | Buy (P) | 500 | $19K |
| Aug 1, 2025 | Resch Martin H. | President & CEO | Buy (P) | 500 | $20K |
| Aug 1, 2025 | Normile Michael James | CFO | Buy (P) | 200 | $8K |
| Jul 31, 2025 | Resch Martin H. | President & CEO | Buy (P) | 500 | $20K |
| Apr 21, 2025 | Normile Michael James | CFO | Buy (P) | 250 | $10K |
| Apr 21, 2025 | Resch Martin H. | President & CEO | Buy (P) | 200 | $8K |
| Oct 21, 2024 | Normile Michael James | CFO | Buy (P) | 200 | $8K |
| Oct 23, 2023 | Resch Martin H. | President & CEO | Buy (P) | 1K | $37K |
| Apr 24, 2023 | Normile Michael James | CFO | Buy (P) | 100 | $4K |
| Apr 24, 2023 | Resch Martin H. | President & CEO | Buy (P) | 1K | $36K |
| Apr 21, 2023 | Resch Martin H. | President & CEO | Buy (P) | 1K | $38K |
| Apr 20, 2023 | Normile Michael James | CFO | Buy (P) | 250 | $9K |
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/CASS/capital-change-brief"
Use Arkolith's capital_change_brief for CASS. 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 CASS. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.