The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This stock page is the Follow view. The Build view lets your agent query CBNA owners, fund changes, insider filings, and source links through REST or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/CBNA"
Use Arkolith to show who owns CBNA, which funds added or reduced it, and which SEC filings prove each claim.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | STATE STREET CORP | $658K | 19K | ▼−0.3% Reduced · −48 sh | Q1 2026 | |
| 2 | ELEVATION POINT WEALTH PARTNERS, LLC | $647K | 19K | ▲New +19K sh | Q1 2026 | |
| 3 | Chevy Chase Trust Holdings, LLC | $643K | 18K | —Held | Q1 2026 | |
| 4 | VANGUARD FIDUCIARY TRUST CO | $637K | 18K | ▲New +18K sh | Q1 2026 | |
| 5 | VANGUARD PORTFOLIO MANAGEMENT LLC | $444K | 13K | ▲New +13K sh | Q1 2026 | |
| 6 | JOHNSON INVESTMENT COUNSEL INC | $304K | 9K | ▲New +9K sh | Q1 2026 | |
| 7 | AlphaCore Capital LLC | $267K | 8K | ▲~0% Added · +1 sh | Q1 2026 | |
| 8 | CWM, LLC | $208K | 6K | ▲+0.1% Added · +8 sh | Q1 2026 | |
| 9 | Ameritas Investment Partners, Inc. | $8K | 239 | —Held | Q1 2026 | |
| 10 | GAMMA Investing LLC | $3K | 73 | ▲+152% Added · +44 sh | Q1 2026 | |
| 11 | Sterling Capital Management LLC | $3K | 72 | ▼−51% Reduced · −75 sh | Q1 2026 | |
| 12 | MAI Capital Management | $140 | 4 | ▲+300% Added · +3 sh | Q1 2026 | |
| 13 | IFP Advisors, Inc | $70 | 2 | —Held | Q1 2026 | |
| 14 | Arax Advisory Partners | $70 | 31 | ▲New +31 sh | Q1 2026 | |
| 15 | Root Financial Partners, LLC | $35 | 1 | ▲New +1 sh | Q1 2026 | |
| 16 | ROTHSCHILD INVESTMENT LLC | $35 | 1 | ▲New +1 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.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Mar 6, 2026 | Basha Leigh-Alexandra | Director | Buy (P) | 400 | $14K |
| Mar 5, 2026 | Pollock James R. | Corporate Development Officer | Buy (P) | 714 | $25K |
| Mar 3, 2026 | Thompson-Byas Benita | Director | Sell (S) | 2K | $71K |
| Dec 15, 2025 | Thompson-Byas Benita | Director | Conversion (C) | 18K | $657K |
| Nov 18, 2025 | Basha Leigh-Alexandra | Director | Buy (P) | 400 | $12K |
| Nov 17, 2025 | Fitzgerald Joseph MICHAEL | Director | Conversion (C) | 28K | $842K |
| Nov 11, 2025 | MARTINELLI MARK | Director | Grant (A) | 430 | $12K |
| Nov 11, 2025 | Martinelli Mark | Director | Grant (A) | 430 | $12K |
| Nov 11, 2025 | MARTINELLI MARK | Director | Buy (P) | 430 | $12K |
| Nov 7, 2025 | Martinelli Mark | Director | Conversion (C) | 170 | $5K |
| Aug 29, 2025 | Basha Leigh-Alexandra | Director | Buy (P) | 400 | $12K |
| Aug 18, 2025 | Evinger David M. | President, Chief Risk Officer, Director | Other (J) | 125 | $0 |
| Company | Co-held by | Combined value |
|---|---|---|
| APPLE INCAAPL | 14 funds | $5.4B |
| NVIDIA CORPNVDA | 14 funds | $5.0B |
| MICROSOFT CORPMSFT | 14 funds | $3.8B |
| AMAZON.COM INCAMZN | 14 funds | $2.8B |
| ALPHABET INC-CL AGOOGL | 14 funds | $2.5B |
| ALPHABET INC-CL CGOOG | 14 funds | $1.8B |
| BROADCOM INCAVGO | 14 funds | $1.8B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 14 funds | $1.3B |
| JPMORGAN CHASE & COJPM | 14 funds | $1.3B |
| TESLA INCTSLA | 14 funds | $1.1B |
| EXXON MOBIL CORPXOM | 14 funds | $957.0M |
| VISA INC-CLASS A SHARESV | 14 funds | $947.2M |
Ranked by how many of CBNA's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for CBNA. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes. Every panel above is one call to the Arkolith API & MCP server.