Among active 13F managers last quarter, 8 opened and 20 added, while 14 reduced; the largest holder to move was Heartland Advisors Inc (+4.9%). No open-market insider trades in the last 180 days.
Funds lean in and no leg opposes.
153 tracked 13F filers disclose a position in CASS as of the latest SEC 13F filings, a combined $388.6M 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 | BlackRock, Inc. | 1.0M | $51.4M | ▲+11% Added · +98K sh | Q2 2026 | |
| 2 | Focus Partners Wealth | 686K | $30.2M | ▲New +686K sh | Q1 2026 | |
| 3 | Vanguard Capital Management LLC | 539K | $27.6M | ▼−2.2% Reduced · −12K sh | Q2 2026 | |
| 4 | Brown Advisory Inc | 522K | $23.0M | ▼−3.4% Reduced · −18K sh | Q1 2026 | |
| 5 | Heartland Advisors Inc | 493K | $25.3M | ▲+4.9% Added · +23K sh | Q2 2026 | |
| 6 | Speece Thorson Capital Group Inc | 347K | $17.8M | ▼−1.9% Reduced · −7K sh | Q2 2026 | |
| 7 | Dimensional Fund Advisors LP | 347K | $15.3M | ▼−2.1% Reduced · −8K sh | Q1 2026 | |
| 8 | Geode Capital Management, LLC | 304K | $15.6M | ▲+5.4% Added · +16K sh | Q2 2026 | |
| 9 | ProShare Advisors LLC | 290K | $12.8M | ▼−8.9% Reduced · −28K sh | Q1 2026 | |
| 10 | State Street Corp | 289K | $14.8M | ▲+0.5% Added · +1K sh | Q2 2026 | |
| 11 | Tributary Capital Management, LLC | 242K | $12.4M | ▼−2.9% Reduced · −7K sh | Q2 2026 | |
| 12 | Vanguard Portfolio Management LLC | 181K | $9.3M | ▲+8.7% Added · +15K sh | Q2 2026 | |
| 13 | Punch & Associates Investment Management, Inc. | 157K | $8.0M | ▲+38% Added · +43K sh | Q2 2026 | |
| 14 | Arrowstreet Capital, Limited Partnership | 138K | $6.1M | ▼−4.0% Reduced · −6K sh | Q1 2026 | |
| 15 | Crawford Investment Counsel Inc | 135K | $6.9M | ▲+10% Added · +13K sh | Q2 2026 | |
| 16 | Acumen Wealth Advisors, LLC | 106K | $5.4M | ▼−0.2% Reduced · −200 sh | Q2 2026 | |
| 17 | Northern Trust Corp | 101K | $4.4M | ▲+0.6% Added · +554 sh | Q1 2026 | |
| 18 | Charles Schwab Investment Management Inc | 95K | $4.2M | ▼−3.7% Reduced · −4K sh | Q1 2026 | |
| 19 | Vanguard Fiduciary Trust Co | 82K | $4.2M | ▲+4.1% Added · +3K sh | Q2 2026 | |
| 20 | Goldman Sachs Group Inc | 82K | $3.6M | ▼−12% Reduced · −11K sh | Q1 2026 | |
| 21 | Hotchkis & Wiley Capital Management LLC | 80K | $4.1M | ▲+0.9% Added · +700 sh | Q2 2026 | |
| 22 | Ballast Asset Management, LP | 77K | $4.0M | ▲+51% Added · +26K sh | Q2 2026 | |
| 23 | Axxion S.A. | 74K | $3.8M | ▲New +74K sh | Q2 2026 | |
| 24 | Sei Investments Co | 71K | $3.1M | ▲+99% Added · +35K sh | Q1 2026 | |
| 25 | Gabelli Funds LLC | 69K | $3.1M | ▼−2.2% 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 CASS and 20 added to an existing one, while 14 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 |
|---|---|---|
| Microsoft CorpMSFT | 73 funds | $129.7B |
| Nvidia CorpNVDA | 71 funds | $205.6B |
| JPMorgan Chase & CoJPM | 71 funds | $29.1B |
| Alphabet Inc-CL AGOOGL | 70 funds | $87.8B |
| Apple IncAAPL | 69 funds | $147.0B |
| Broadcom IncAVGO | 69 funds | $86.9B |
| Eli Lilly & CoLLY | 69 funds | $42.0B |
| Unitedhealth Group IncUNH | 69 funds | $20.0B |
| Amazon.com IncAMZN | 68 funds | $97.8B |
| Visa Inc-Class A SharesV | 68 funds | $32.9B |
| Lam Research CorpLRCX | 68 funds | $24.0B |
| Berkshire Hathaway Inc-CL BBRK/B | 68 funds | $19.9B |
Ranked by how many of CASS's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in CASS.
| 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 | Resch Martin H. | President & CEO | Buy (P) | 200 | $8K |
| Apr 21, 2025 | Normile Michael James | CFO | Buy (P) | 250 | $10K |
| 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 | Resch Martin H. | President & CEO | Buy (P) | 1K | $36K |
| Apr 24, 2023 | Normile Michael James | CFO | Buy (P) | 100 | $4K |
| Apr 21, 2023 | Resch Martin H. | President & CEO | Buy (P) | 1K | $38K |
| Apr 20, 2023 | Resch Martin H. | President & CEO | Buy (P) | 1K | $42K |
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 | 38 | 40 | – |
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.
Connected entities for CASS
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.