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/CEF/capital-change-brief"
Use Arkolith's capital_change_brief for CEF. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | CENTRAL TRUST Co | $232.1M | 4.9M | ▼−34% Reduced · −2.5M sh | Q1 2026 | |
| 2 | Bleakley Financial Group, LLC | $200.1M | 4.2M | ▼−14% Reduced · −658K sh | Q1 2026 | |
| 3 | MORGAN STANLEY | $193.5M | 4.1M | ▼−28% Reduced · −1.6M sh | Q1 2026 | |
| 4 | IMC-Chicago, LLC | $165.3M | 3.5M | ▲New +3.5M sh | Q1 2026 | |
| 5 | ROYAL BANK OF CANADA | $158.2M | 3.3M | ▼−11% Reduced · −416K sh | Q1 2026 | |
| 6 | Weiss Asset Management LP | $83.0M | 1.7M | ▲New +1.7M sh | Q1 2026 | |
| 7 | WELLS FARGO & COMPANY/MN | $56.4M | 1.2M | ▲+51% Added · +399K sh | Q1 2026 | |
| 8 | Baird Financial Group, Inc. | $52.0M | 1.1M | ▼−15% Reduced · −190K sh | Q1 2026 | |
| 9 | RAYMOND JAMES FINANCIAL INC | $44.8M | 939K | ▼−13% Reduced · −137K sh | Q1 2026 | |
| 10 | LPL Financial LLC | $43.4M | 909K | ▼−2.7% Reduced · −25K sh | Q1 2026 | |
| 11 | Evelyn Partners Investment Management LLP | $38.1M | 798K | ▼−1.7% Reduced · −14K sh | Q1 2026 | |
| 12 | JANE STREET GROUP, LLC | $33.3M | 697K | ▲92× Added · +690K sh | Q1 2026 | |
| 13 | SPROTT INC. | $31.0M | 649K | ▼−7.3% Reduced · −51K sh | Q1 2026 | |
| 14 | BANK OF AMERICA CORP /DE/ | $30.1M | 630K | ▼−7.0% Reduced · −47K sh | Q1 2026 | |
| 15 | JPMORGAN CHASE & CO | $23.0M | 509K | ▼−2.3% Reduced · −12K sh | Q1 2026 | |
| 16 | CIBC WORLD MARKET INC. | $24.0M | 503K | ▼−20% Reduced · −123K sh | Q1 2026 | |
| 17 | Cannell & Spears LLC | $23.0M | 483K | —Held | Q1 2026 | |
| 18 | CITADEL ADVISORS LLC | $18.3M | 384K | ▲+851% Added · +344K sh | Q1 2026 | |
| 19 | Neuberger Berman Group LLC | $17.3M | 362K | ▼−5.3% Reduced · −20K sh | Q1 2026 | |
| 20 | EVERGREEN CAPITAL MANAGEMENT LLC | $17.2M | 360K | ▼−18% Reduced · −80K sh | Q1 2026 | |
| 21 | HOLLENCREST CAPITAL MANAGEMENT | $17.0M | 356K | —Held | Q1 2026 | |
| 22 | AMERIPRISE FINANCIAL INC | $16.6M | 347K | ▼−45% Reduced · −283K sh | Q1 2026 | |
| 23 | OSAIC HOLDINGS, INC. | $16.5M | 345K | ▼−24% Reduced · −112K sh | Q1 2026 | |
| 24 | TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | $16.2M | 340K | ▲New +340K sh | Q1 2026 | |
| 25 | Cetera Investment Advisers | $16.1M | 338K | ▼−8.9% Reduced · −33K 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.
No Form 4 insider transactions on file yet.
| Company | Co-held by | Combined value |
|---|---|---|
| NVIDIA CORPNVDA | 148 funds | $35.0B |
| TESLA INCTSLA | 148 funds | $6.0B |
| APPLE INCAAPL | 147 funds | $38.4B |
| CHEVRON CORPCVX | 147 funds | $5.3B |
| NETFLIX INCNFLX | 147 funds | $3.6B |
| MICROSOFT CORPMSFT | 146 funds | $29.9B |
| AMAZON.COM INCAMZN | 146 funds | $21.4B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 146 funds | $19.7B |
| BROADCOM INCAVGO | 146 funds | $14.6B |
| META PLATFORMS INC-CLASS AMETA | 146 funds | $11.5B |
| EXXON MOBIL CORPXOM | 146 funds | $7.3B |
| CONOCOPHILLIPSCOP | 146 funds | $1.4B |
Ranked by how many of CEF's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).
No filings captured for this ticker in the live stream yet.
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for CEF. 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.