Among active 13F managers last quarter, 3 opened and 8 added, while 2 reduced; the largest holder to move was Price T Rowe Associates Inc (+95%). Over the last 180 days, 1 insider sold and none bought, a net -$111K in open-market trades.
The legs disagree, or only one of them leans.
50 tracked 13F filers disclose a position in CD as of the latest SEC 13F filings, a combined $30.5M 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 | BlackRock, Inc. | 3.6M | $15.9M | ▲+81% Added · +1.6M sh | Q2 2026 | |
| 2 | Geode Capital Management, LLC | 927K | $4.0M | ▲+80% Added · +412K sh | Q2 2026 | |
| 3 | State Street Corp | 712K | $3.1M | ▲+40% Added · +202K sh | Q2 2026 | |
| 4 | Vanguard Portfolio Management LLC | 460K | $2.0M | ▲+106% Added · +237K sh | Q2 2026 | |
| 5 | Mirae Asset Global Etfs Holdings Ltd. | 275K | $1.1M | ▼−19% Reduced · −66K sh | Q1 2026 | |
| 6 | Northern Trust Corp | 208K | $827K | ▼−18% Reduced · −45K sh | Q1 2026 | |
| 7 | Goldman Sachs Group Inc | 100K | $398K | ▼−6.8% Reduced · −7K sh | Q1 2026 | |
| 8 | Bank of New York Mellon Corp | 88K | $350K | ▲+8.7% Added · +7K sh | Q1 2026 | |
| 9 | Charles Schwab Investment Management Inc | 82K | $326K | ▼−18% Reduced · −18K sh | Q1 2026 | |
| 10 | Vanguard Fiduciary Trust Co | 63K | $275K | ▲+298% Added · +47K sh | Q2 2026 | |
| 11 | Creative Planning | 62K | $245K | ▲+57% Added · +22K sh | Q1 2026 | |
| 12 | Nuveen, LLC | 57K | $229K | ▼−30% Reduced · −25K sh | Q1 2026 | |
| 13 | Price T Rowe Associates Inc | 55K | $243K | ▲+95% Added · +27K sh | Q2 2026 | |
| 14 | DZ Bank AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 53K | $210K | ▼−16% Reduced · −10K sh | Q1 2026 | |
| 15 | MetLife Investment Management, LLC | 40K | $174K | ▲+592% Added · +34K sh | Q2 2026 | |
| 16 | Rhumbline Advisers | 40K | $158K | ▼−5.4% Reduced · −2K sh | Q1 2026 | |
| 17 | Bank Of America Corp | 36K | $143K | ▲+12% Added · +4K sh | Q1 2026 | |
| 18 | AllianceBernstein L.P. | 20K | Withheld | —Held | Q1 2026 | |
| 19 | Police & Firemen's Retirement System of New Jersey | 20K | $86K | ▲+117% Added · +11K sh | Q2 2026 | |
| 20 | Susquehanna International Group, LLP | 18K | $73K | ▼−18% Reduced · −4K sh | Q1 2026 | |
| 21 | Morgan Stanley | 18K | $71K | ▼−68% Reduced · −38K sh | Q1 2026 | |
| 22 | Intech Investment Management LLC | 17K | $76K | ▲Added Added · +17K sh | Q2 2026 | |
| 23 | JPMorgan Chase & Co | 16K | $65K | ▼−15% Reduced · −3K sh | Q1 2026 | |
| 24 | Wells Fargo & Company | 14K | $58K | ▼−68% Reduced · −31K sh | Q1 2026 | |
| 25 | Catalyst Funds Management Pty Ltd | 12K | $51K | ▲Added Added · +12K 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. 1 value row is withheld because the reported units disagree with same-security peers; share counts are unchanged.
Last quarter, 3 funds opened a new position in CD and 8 added to an existing one, while 2 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 |
|---|---|---|
| Nvidia CorpNVDA | 14 funds | $126.1B |
| Apple IncAAPL | 14 funds | $85.0B |
| Amazon.com IncAMZN | 14 funds | $54.0B |
| Eli Lilly & CoLLY | 14 funds | $27.7B |
| Advanced Micro DevicesAMD | 14 funds | $23.7B |
| Visa Inc-Class A SharesV | 14 funds | $21.6B |
| JPMorgan Chase & CoJPM | 14 funds | $16.4B |
| Mastercard Inc - AMA | 14 funds | $16.1B |
| Lam Research CorpLRCX | 14 funds | $14.4B |
| Applied Materials IncAMAT | 14 funds | $13.4B |
| Unitedhealth Group IncUNH | 14 funds | $13.4B |
| Netflix IncNFLX | 14 funds | $13.2B |
Ranked by how many of CD's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in CD.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Jun 2, 2026 | Daye Wilfred ZhongKei | CSO, Director | Sell (S) | 2K | $18K |
| Jun 1, 2026 | Daye Wilfred ZhongKei | CSO, Director | Sell (S) | 2K | $17K |
| May 21, 2026 | Daye Wilfred ZhongKei | CSO, Director | Sell (S) | 2K | $19K |
| May 20, 2026 | Daye Wilfred ZhongKei | CSO, Director | Sell (S) | 4K | $39K |
| May 19, 2026 | Daye Wilfred ZhongKei | CSO, Director | Sell (S) | 2K | $19K |
| Dec 24, 2025 | Daye Wilfred ZhongKei | CSO, Director | Sell (S) | 2K | $9K |
| Dec 22, 2025 | Daye Wilfred ZhongKei | CSO, Director | Sell (S) | 3K | $18K |
| Nov 24, 2025 | Daye Wilfred ZhongKei | CSO, Director | Sell (S) | 4K | $62K |
| Nov 10, 2025 | Daye Wilfred ZhongKei | CSO, Director | Sell (S) | 1K | $12K |
| Oct 29, 2025 | Daye Wilfred ZhongKei | CSO, Director | Sell (S) | 2K | $21K |
| Oct 27, 2025 | Daye Wilfred ZhongKei | CSO, Director | Sell (S) | 100 | $1K |
| Oct 23, 2025 | Daye Wilfred ZhongKei | CSO, Director | Sell (S) | 200 | $2K |
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 | 23 | 18 | – |
Insiders Form 4 open-market | 0 | 1 | -$111K |
US House STOCK Act trades | 0 | 0 | $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 CD
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/CD/capital-change-brief"
Use Arkolith's capital_change_brief for CD. 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 CD. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.