113 tracked 13F filers disclose a position in CBC as of the latest SEC 13F filings, a combined $751.7M 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 | CENTRAL TRUST Co | $171.5M | 7.2M | ▼−2.4% Reduced · −178K sh | Q1 2026 | |
| 2 | North Reef Capital Management LP | $97.6M | 4.1M | ▲+211% Added · +2.8M sh | Q1 2026 | |
| 3 | FMR LLC | $55.4M | 2.3M | ▼−9.8% Reduced · −250K sh | Q1 2026 | |
| 4 | PRICE T ROWE ASSOCIATES INC /MD/ | $44.0M | 1.8M | ▲+8.5% Added · +144K sh | Q1 2026 | |
| 5 | STATE STREET CORP | $45.1M | 1.5M | ▲+234% Added · +1.0M sh | Q2 2026 | |
| 6 | AMERICAN CENTURY COMPANIES INC | $29.4M | 1.2M | ▼−3.5% Reduced · −44K sh | Q1 2026 | |
| 7 | MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | $29.2M | 1.2M | ▼−7.3% Reduced · −96K sh | Q1 2026 | |
| 8 | FRANKLIN RESOURCES INC | $25.2M | 1.1M | ▲+8.6% Added · +83K sh | Q1 2026 | |
| 9 | BlackRock, Inc. | $21.9M | 916K | ▼−24% Reduced · −294K sh | Q1 2026 | |
| 10 | Champlain Investment Partners, LLC | $25.0M | 822K | ▼−41% Reduced · −576K sh | Q2 2026 | |
| 11 | GEODE CAPITAL MANAGEMENT, LLC | $21.0M | 692K | ▼−2.5% Reduced · −18K sh | Q2 2026 | |
| 12 | SCHRODER INVESTMENT MANAGEMENT GROUP | $15.2M | 644K | ▲New +644K sh | Q1 2026 | |
| 13 | Madison Avenue Partners, LP | $10.7M | 445K | ▼−55% Reduced · −549K sh | Q1 2026 | |
| 14 | Man Group plc | $13.5M | 443K | ▲+71% Added · +184K sh | Q2 2026 | |
| 15 | ALLIANCEBERNSTEIN L.P. | $10.3M | 427K | ▼−16% Reduced · −80K sh | Q1 2026 | |
| 16 | VANGUARD CAPITAL MANAGEMENT LLC | $9.1M | 378K | →First observed position No prior filed position | Q1 2026 | |
| 17 | MALTESE CAPITAL MANAGEMENT LLC | $9.0M | 378K | ▲+2.4% Added · +9K sh | Q1 2026 | |
| 18 | TWO SIGMA INVESTMENTS, LP | $7.9M | 329K | ▲New +329K sh | Q1 2026 | |
| 19 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $7.2M | 301K | ▲New +301K sh | Q1 2026 | |
| 20 | ATWOOD & PALMER INC | $8.6M | 282K | —Held | Q2 2026 | |
| 21 | MILLENNIUM MANAGEMENT LLC | $6.2M | 259K | ▼−32% Reduced · −123K sh | Q1 2026 | |
| 22 | MARSHALL WACE, LLP | $5.4M | 224K | ▼−29% Reduced · −90K sh | Q1 2026 | |
| 23 | EXCHANGE TRADED CONCEPTS, LLC | $6.3M | 207K | ▲New +207K sh | Q2 2026 | |
| 24 | VANGUARD FIDUCIARY TRUST CO | $4.4M | 183K | →First observed position No prior filed position | Q1 2026 | |
| 25 | VOLORIDGE INVESTMENT MANAGEMENT, LLC | $5.3M | 174K | ▲New +174K sh | Q2 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, 27 funds opened a new position in CBC and 14 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 |
|---|---|---|
| JPMORGAN CHASE & COJPM | 60 funds | $31.6B |
| WELLS FARGO & COWFC | 57 funds | $8.7B |
| NVIDIA CORPNVDA | 55 funds | $193.1B |
| AMAZON.COM INCAMZN | 55 funds | $99.7B |
| VISA INC-CLASS A SHARESV | 55 funds | $32.4B |
| MICROSOFT CORPMSFT | 54 funds | $139.9B |
| ALPHABET INC-CL AGOOGL | 54 funds | $83.8B |
| META PLATFORMS INC-CLASS AMETA | 54 funds | $56.9B |
| ELI LILLY & COLLY | 54 funds | $35.6B |
| MASTERCARD INC - AMA | 54 funds | $30.8B |
| BANK OF AMERICA CORPBAC | 54 funds | $16.4B |
| COSTCO WHOLESALE CORPCOST | 54 funds | $16.2B |
Ranked by how many of CBC's institutional holders also hold each name, a cross-fund conviction signal.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Feb 6, 2026 | Ross John Thomas | President, CEO, Director | Buy (P) | 40K | $980K |
| Nov 21, 2025 | Ciroli James | EVP & CFO | Buy (P) | 17K | $357K |
| Nov 21, 2025 | Colbert Jeremy Wayne | See Remarks. | Buy (P) | 2K | $46K |
| Nov 21, 2025 | Digges Charles William Jr. | Director | Buy (P) | 5K | $105K |
| Nov 21, 2025 | Cook Sam Bryan | Executive Chairman, Director, 10% Owner | Buy (P) | 39K | $811K |
| Nov 21, 2025 | Cook Sam Bryan | Executive Chairman, Director, 10% Owner | Buy (P) | 9K | $189K |
| Nov 21, 2025 | Goldammer Russell Lee | EVP & CIO | Buy (P) | 2K | $42K |
| Nov 21, 2025 | Hallgren Eric Andrew | EVP & Chief Credit Officer | Buy (P) | 3K | $53K |
| Nov 21, 2025 | Hermann Robert Ringen Jr. | Director | Buy (P) | 48K | $1000K |
| Nov 21, 2025 | Kellett Scott McKinney | EVP of Wealth Management | Buy (P) | 1K | $21K |
| Nov 21, 2025 | McClure Richard Hays | Director | Buy (P) | 11K | $235K |
| Nov 21, 2025 | Robertson Edward Deroy Jr. | Director | Buy (P) | 5K | $96K |
Connected entities for CBC
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/CBC/capital-change-brief"
Use Arkolith's capital_change_brief for CBC. 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 CBC. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.