| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | $294.7M | 5.1M | ▼−1.9% Reduced · −98K sh | Q1 2026 | |
| 2 | DIMENSIONAL FUND ADVISORS LP | $112.5M | 2.0M | ▼−0.2% Reduced · −5K sh | Q1 2026 | |
| 3 | STATE STREET CORP | $76.6M | 1.3M | ▼−6.8% Reduced · −97K sh | Q1 2026 | |
| 4 | VANGUARD CAPITAL MANAGEMENT LLC | $64.8M | 1.1M | ▲New +1.1M sh | Q1 2026 | |
| 5 | WESTWOOD HOLDINGS GROUP INC | $64.2M | 1.1M | ▼−12% Reduced · −152K sh | Q1 2026 | |
| 6 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $36.4M | 634K | ▼−2.4% Reduced · −16K sh | Q1 2026 | |
| 7 | VANGUARD PORTFOLIO MANAGEMENT LLC | $36.3M | 633K | ▲New +633K sh | Q1 2026 | |
| 8 | GEODE CAPITAL MANAGEMENT, LLC | $36.1M | 629K | ▲+2.5% Added · +15K sh | Q1 2026 | |
| 9 | NEW SOUTH CAPITAL MANAGEMENT INC | $33.1M | 576K | ▼−5.4% Reduced · −33K sh | Q1 2026 | |
| 10 | GOLDMAN SACHS GROUP INC | $31.9M | 556K | ▲+9.2% Added · +47K sh | Q1 2026 | |
| 11 | MORGAN STANLEY | $26.9M | 469K | ▲+2.7% Added · +12K sh | Q1 2026 | |
| 12 | HEARTLAND ADVISORS INC | $26.1M | 455K | ▼−0.1% Reduced · −677 sh | Q1 2026 | |
| 13 | FRANKLIN RESOURCES INC | $25.8M | 450K | ▲+139% Added · +261K sh | Q1 2026 | |
| 14 | AMERICAN CENTURY COMPANIES INC | $23.0M | 402K | ▲+374% Added · +317K sh | Q1 2026 | |
| 15 | JENNISON ASSOCIATES LLC | $20.1M | 350K | ▲+4.9% Added · +16K sh | Q1 2026 | |
| 16 | AMERIPRISE FINANCIAL INC | $19.7M | 343K | ▲+0.4% Added · +1K sh | Q1 2026 | |
| 17 | NORTHERN TRUST CORP | $16.9M | 295K | ▲+2.5% Added · +7K sh | Q1 2026 | |
| 18 | Bank of New York Mellon Corp | $15.9M | 277K | ▼−4.8% Reduced · −14K sh | Q1 2026 | |
| 19 | First Eagle Investment Management, LLC | $14.7M | 257K | ▲+6.5% Added · +16K sh | Q1 2026 | |
| 20 | JPMORGAN CHASE & CO | $13.3M | 240K | ▲+23% Added · +45K sh | Q1 2026 | |
| 21 | BARCLAYS PLC | $12.8M | 223K | ▼−9.0% Reduced · −22K sh | Q1 2026 | |
| 22 | Voss Capital, LP | $12.5M | 218K | ▲+36% Added · +58K sh | Q1 2026 | |
| 23 | Empowered Funds, LLC | $11.8M | 206K | ▲New +206K sh | Q1 2026 | |
| 24 | TWO SIGMA INVESTMENTS, LP | $11.6M | 202K | ▲+8.0% Added · +15K sh | Q1 2026 | |
| 25 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | $11.6M | 202K | ▲+13% Added · +23K 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.
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 76 funds | $35.5B |
| ALPHABET INC-CL AGOOGL | 73 funds | $23.1B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 73 funds | $8.2B |
| GENERAL MOTORS COGM | 73 funds | $2.4B |
| AMAZON.COM INCAMZN | 72 funds | $24.1B |
| CHEVRON CORPCVX | 72 funds | $4.4B |
| BANK OF AMERICA CORPBAC | 72 funds | $4.1B |
| WELLS FARGO & COWFC | 72 funds | $3.0B |
| FEDEX CORPFDX | 72 funds | $2.3B |
| HONEYWELL INTERNATIONAL INCHON | 72 funds | $1.9B |
| META PLATFORMS INC-CLASS AMETA | 71 funds | $17.6B |
| JPMORGAN CHASE & COJPM | 71 funds | $9.8B |
Ranked by how many of CCS's institutional holders also hold each name, a cross-fund conviction signal.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Feb 12, 2026 | Francescon Dale | Executive Chairman, Director | Sell (S) | 12K | $906K |
| Feb 12, 2026 | Francescon Dale | Executive Chairman, Director | Sell (S) | 88K | $6.3M |
| May 12, 2025 | Ramirez Elisa Z | Director | Buy (P) | 400 | $22K |
| May 9, 2025 | Ramirez Elisa Z | Director | Buy (P) | 500 | $27K |
| May 9, 2025 | Ramirez Elisa Z | Director | Buy (P) | 500 | $27K |
| Apr 28, 2025 | Ramirez Elisa Z | Director | Buy (P) | 2K | $81K |
| Aug 30, 2024 | Box John P | Director | Sell (S) | 11K | $1.1M |
| Aug 16, 2024 | Francescon Dale | Chairman and Co-CEO, Director | Sell (S) | 50K | $4.6M |
| Aug 16, 2024 | Francescon Robert J | Co-CEO and President, Director | Sell (S) | 50K | $4.6M |
| Jun 28, 2024 | GUERICKE KEITH R | Director | Buy (S) | 6K | $493K |
| Jun 8, 2023 | MESSENGER DAVID L | CFO and Secretary | Sell (S) | 45K | $3.2M |
| May 1, 2023 | DIXON JOHN SCOTT | Assistant CFO | Sell (S) | 3K | $212K |
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/CCS/capital-change-brief"
Use Arkolith's capital_change_brief for CCS. 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 CCS. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.