Among active 13F managers last quarter, 11 opened and 28 added, while 15 reduced; the largest holder to move was AllianceBernstein L.P. (17× the prior stake). No open-market insider trades in the last 180 days.
Funds lean in and no leg opposes.
231 tracked 13F filers disclose a position in CBZ as of the latest SEC 13F filings, a combined $1.4B 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 | FMR LLC | 8.0M | $258.2M | ▲+7.1% Added · +536K sh | Q2 2026 | |
| 2 | BlackRock, Inc. | 5.0M | $159.5M | ▲+30% Added · +1.2M sh | Q2 2026 | |
| 3 | Bank Of Montreal | 3.5M | $94.2M | ▲+56% Added · +1.3M sh | Q1 2026 | |
| 4 | Vanguard Capital Management LLC | 2.3M | $72.5M | ▲+5.3% Added · +113K sh | Q2 2026 | |
| 5 | Vanguard Portfolio Management LLC | 2.3M | $72.3M | ▲+8.7% Added · +181K sh | Q2 2026 | |
| 6 | Morgan Stanley | 2.0M | $53.9M | ▼−38% Reduced · −1.2M sh | Q1 2026 | |
| 7 | Geode Capital Management, LLC | 1.3M | $40.3M | ▲+8.4% Added · +98K sh | Q2 2026 | |
| 8 | State Street Corp | 1.2M | $39.9M | ▲+8.1% Added · +93K sh | Q2 2026 | |
| 9 | P2 Capital Partners, LLC | 1.1M | $36.5M | ▼−0.3% Reduced · −4K sh | Q2 2026 | |
| 10 | AllianceBernstein L.P. | 902K | $45.5M | ▲17× Added · +848K sh | Q1 2026 | |
| 11 | Northern Trust Corp | 769K | $20.6M | ▼−16% Reduced · −142K sh | Q1 2026 | |
| 12 | Goldman Sachs Group Inc | 687K | $18.4M | ▲+8.1% Added · +51K sh | Q1 2026 | |
| 13 | Fenimore Asset Management Inc | 682K | $18.3M | ▲+51% Added · +230K sh | Q1 2026 | |
| 14 | DG Capital Management, LLC | 660K | $21.2M | ▲New +660K sh | Q2 2026 | |
| 15 | Charles Schwab Investment Management Inc | 622K | $16.7M | ▲+16% Added · +87K sh | Q1 2026 | |
| 16 | Ameriprise Financial Inc | 601K | $16.1M | ▲47× Added · +588K sh | Q1 2026 | |
| 17 | Silvercrest Asset Management Group LLC | 580K | $15.6M | ▼−34% Reduced · −295K sh | Q1 2026 | |
| 18 | Boston Partners | 561K | $15.1M | ▲New +561K sh | Q1 2026 | |
| 19 | BNP Paribas Financial Markets | 558K | $15.0M | ▲28× Added · +538K sh | Q1 2026 | |
| 20 | Dimensional Fund Advisors LP | 547K | $14.7M | ▼−7.3% Reduced · −43K sh | Q1 2026 | |
| 21 | Allianz Asset Management GmbH | 545K | $14.6M | ▲New +545K sh | Q1 2026 | |
| 22 | Waters Parkerson & Co., LLC | 523K | $14.0M | ▲+20% Added · +86K sh | Q1 2026 | |
| 23 | Qube Research & Technologies Ltd | 511K | $13.7M | ▲10× Added · +460K sh | Q1 2026 | |
| 24 | Millennium Management LLC | 465K | $12.5M | ▲15× Added · +433K sh | Q1 2026 | |
| 25 | Bank Of America Corp | 430K | $11.6M | ▼−2.7% Reduced · −12K 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, 11 funds opened a new position in CBZ and 28 added to an existing one, while 15 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 | 121 funds | $173.6B |
| Nvidia CorpNVDA | 119 funds | $286.1B |
| Amazon.com IncAMZN | 118 funds | $139.8B |
| Costco Wholesale CorpCOST | 117 funds | $23.1B |
| Alphabet Inc-CL AGOOGL | 116 funds | $122.4B |
| JPMorgan Chase & CoJPM | 116 funds | $45.3B |
| Micron Technology IncMU | 116 funds | $41.9B |
| Eli Lilly & CoLLY | 114 funds | $59.7B |
| Apple IncAAPL | 113 funds | $197.9B |
| Broadcom IncAVGO | 113 funds | $114.8B |
| Meta Platforms Inc-Class AMETA | 113 funds | $79.4B |
| Alphabet Inc-CL CGOOG | 112 funds | $91.7B |
Ranked by how many of CBZ's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in CBZ.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Mar 13, 2026 | Young Rodney A | Director | Buy (P) | 1K | $26K |
| Mar 13, 2026 | Lakhia Brad S. | Senior Vice President & CFO | Buy (P) | 13K | $332K |
| Mar 10, 2026 | Wiley Benaree Pratt | Director | Sell (S) | 18K | $474K |
| Dec 2, 2025 | Wiley Benaree Pratt | Director | Sell (S) | 8K | $411K |
| Nov 26, 2025 | Lakhia Brad S. | Senior Vice President & CFO | Buy (P) | 2K | $100K |
| Aug 8, 2025 | Young Rodney A | Director | Buy (P) | 2K | $125K |
| Aug 4, 2025 | Lakhia Brad S. | Senior Vice President & CFO | Buy (P) | 2K | $100K |
| Mar 14, 2025 | Grove Ware H | C.F.O. | Sell (S) | 4K | $283K |
| Mar 6, 2025 | Wiley Benaree Pratt | Director | Sell (S) | 7K | $468K |
| Mar 4, 2025 | Young Rodney A | Director | Buy (P) | 1K | $76K |
| Dec 10, 2024 | Grove Ware H | C.F.O. | Sell (S) | 8K | $644K |
| Dec 9, 2024 | Young Rodney A | Director | Buy (P) | 1K | $78K |
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 | 56 | 30 | – |
Insiders Form 4 open-market | 0 | 0 | $0 |
US House STOCK Act trades | 1 | 1 | $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 CBZ
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/CBZ/capital-change-brief"
Use Arkolith's capital_change_brief for CBZ. 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 CBZ. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.