Among active 13F managers last quarter, 5 opened and 1 added, while 2 reduced; the largest holder to move was Sterling Investment Advisors, Ltd. (−9.8%). Over the last 180 days, none bought and 1 insider sold, a net $0 in open-market trades.
Funds lean in and no leg opposes.
17 tracked 13F filers disclose a position in CAST as of the latest SEC 13F filings, a combined $13.4M 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 | Vanguard Capital Management LLC | 816K | $5.5M | ▲New +816K sh | Q2 2026 | |
| 2 | BlackRock, Inc. | 372K | $2.5M | ▲New +372K sh | Q2 2026 | |
| 3 | Sterling Investment Advisors, Ltd. | 363K | $2.4M | ▼−9.8% Reduced · −40K sh | Q2 2026 | |
| 4 | Geode Capital Management, LLC | 166K | $1.1M | ▲13× Added · +153K sh | Q2 2026 | |
| 5 | Global Retirement Partners, LLC | 70K | $470K | ▲New +70K sh | Q2 2026 | |
| 6 | Vanguard Fiduciary Trust Co | 69K | $465K | ▲New +69K sh | Q2 2026 | |
| 7 | Advisory Services Network, LLC | 59K | $262K | ▲New +59K sh | Q1 2026 | |
| 8 | State Street Corp | 49K | $326K | ▲New +49K sh | Q2 2026 | |
| 9 | Millennium Management LLC | 26K | $116K | ▲New +26K sh | Q1 2026 | |
| 10 | Jefferies Financial Group Inc. | 12K | $78K | ▲New +12K sh | Q2 2026 | |
| 11 | Choreo, LLC | 11K | $77K | ▼−21% Reduced · −3K sh | Q2 2026 | |
| 12 | Vanguard Global Advisers, LLC | 5K | $34K | ▲New +5K sh | Q2 2026 | |
| 13 | JPMorgan Chase & Co | 3K | $13K | ▲New +3K sh | Q1 2026 | |
| 14 | Financial Management Professionals, Inc. | 3K | $19K | ▲New +3K sh | Q2 2026 | |
| 15 | Morgan Stanley | 3K | $12K | ▲New +3K sh | Q1 2026 | |
| 16 | Caitong International Asset Management Co., Ltd | 201 | $1K | ▲67× Added · +198 sh | Q2 2026 | |
| 17 | UBS Group AG | 105 | $468 | ▲New +105 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, 5 funds opened a new position in CAST and 1 added to an existing one, while 2 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 | 8 funds | $2.6B |
| Apple IncAAPL | 8 funds | $2.1B |
| Amazon.com IncAMZN | 8 funds | $1.0B |
| Bank Of America CorpBAC | 8 funds | $829.4M |
| Tesla IncTSLA | 8 funds | $823.0M |
| Alphabet Inc-CL AGOOGL | 8 funds | $806.4M |
| Alphabet Inc-CL CGOOG | 8 funds | $689.8M |
| Micron Technology IncMU | 8 funds | $652.4M |
| Marvell Technology IncMRVL | 8 funds | $623.3M |
| JPMorgan Chase & CoJPM | 8 funds | $580.8M |
| Advanced Micro DevicesAMD | 8 funds | $580.3M |
| Mastercard Inc - AMA | 8 funds | $506.2M |
Ranked by how many of CAST's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in CAST.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Apr 17, 2026 | Mobley William A Jr | Chief Executive Officer, Director, 10% Owner | Sell (S) | 506K | — |
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 | 2 | 2 | – |
Insiders Form 4 open-market | 0 | 1 | $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 CAST
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/CAST/capital-change-brief"
Use Arkolith's capital_change_brief for CAST. 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 CAST. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.