231 tracked 13F filers disclose a position in CCS 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 | 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 | $103.2M | 1.4M | ▲+7.8% Added · +105K sh | Q2 2026 | |
| 4 | VANGUARD CAPITAL MANAGEMENT LLC | $64.8M | 1.1M | →First observed position No prior filed position | Q1 2026 | |
| 5 | WESTWOOD HOLDINGS GROUP INC | $64.2M | 1.1M | ▼−12% Reduced · −152K sh | Q1 2026 | |
| 6 | GEODE CAPITAL MANAGEMENT, LLC | $46.5M | 649K | ▲+3.3% Added · +21K sh | Q2 2026 | |
| 7 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $36.4M | 634K | ▼−2.4% Reduced · −16K sh | Q1 2026 | |
| 8 | VANGUARD PORTFOLIO MANAGEMENT LLC | $36.3M | 633K | →First observed position No prior filed position | Q1 2026 | |
| 9 | NEW SOUTH CAPITAL MANAGEMENT INC | $43.9M | 613K | ▲+6.3% Added · +37K sh | Q2 2026 | |
| 10 | GOLDMAN SACHS GROUP INC | $31.9M | 556K | ▲+9.2% Added · +47K sh | Q1 2026 | |
| 11 | HEARTLAND ADVISORS INC | $37.0M | 516K | ▲+14% Added · +62K sh | Q2 2026 | |
| 12 | MORGAN STANLEY | $26.9M | 469K | ▲+2.7% Added · +12K sh | Q1 2026 | |
| 13 | FRANKLIN TEMPLETON 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 | JPMORGAN CHASE & CO | $13.3M | 240K | ▲+23% Added · +45K sh | Q1 2026 | |
| 20 | BARCLAYS PLC | $12.8M | 223K | ▼−9.0% Reduced · −22K sh | Q1 2026 | |
| 21 | Empowered Funds, LLC | $11.8M | 206K | ▲New +206K sh | Q1 2026 | |
| 22 | TWO SIGMA INVESTMENTS, LP | $11.6M | 202K | ▲+8.0% Added · +15K sh | Q1 2026 | |
| 23 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | $11.6M | 202K | ▲+13% Added · +23K sh | Q1 2026 | |
| 24 | AQR CAPITAL MANAGEMENT LLC | $11.1M | 194K | ▲+3.2% Added · +6K sh | Q1 2026 | |
| 25 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $10.7M | 186K | ▲+238% Added · +131K 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, 4 funds opened a new position in CCS and 34 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 |
|---|---|---|
| MICROSOFT CORPMSFT | 122 funds | $221.2B |
| AMAZON.COM INCAMZN | 119 funds | $166.5B |
| APPLE INCAAPL | 116 funds | $244.9B |
| ALPHABET INC-CL AGOOGL | 116 funds | $133.4B |
| META PLATFORMS INC-CLASS AMETA | 116 funds | $97.6B |
| JPMORGAN CHASE & COJPM | 116 funds | $50.9B |
| CHEVRON CORPCVX | 116 funds | $24.1B |
| NVIDIA CORPNVDA | 115 funds | $326.8B |
| ELI LILLY & COLLY | 114 funds | $68.9B |
| BROADCOM INCAVGO | 113 funds | $132.7B |
| COSTCO WHOLESALE CORPCOST | 113 funds | $32.5B |
| MICRON TECHNOLOGY INCMU | 113 funds | $29.5B |
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 |
| Class | 13F holders | Value held |
|---|---|---|
| CCSthis pagecs | 231 funds | $1.4B |
| 156504AN2Corporate Bond - Domestic | 1 funds | $74K |
| 156504AM4Corporate Bond - Domestic | 1 funds | $70K |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
Connected entities for CCS
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.