Among active 13F managers last quarter, 8 opened and 7 added, while 9 reduced; the largest holder to move was Bulldog Investors, LLP (+13%). Over the last 180 days, 2 insiders bought and none sold, a net +$23K in open-market trades.
Funds lean in and no leg opposes.
85 tracked 13F filers disclose a position in CET as of the latest SEC 13F filings, a combined $222.3M 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 | Rockefeller Capital Management L.P. | 658K | $32.7M | ▼−18% Reduced · −145K sh | Q1 2026 | |
| 2 | Atlas Wealth LLC | 616K | $32.3M | ▲New +616K sh | Q2 2026 | |
| 3 | Bulldog Investors, LLP | 447K | $23.5M | ▲+13% Added · +51K sh | Q2 2026 | |
| 4 | Blue Bell Private Wealth Management, LLC | 385K | $20.2M | ▲+10% Added · +35K sh | Q2 2026 | |
| 5 | Raymond James Financial Inc | 300K | $14.9M | ▼−7.2% Reduced · −23K sh | Q1 2026 | |
| 6 | Morgan Stanley | 203K | $10.1M | ▼−4.7% Reduced · −10K sh | Q1 2026 | |
| 7 | 1607 Capital Partners, LLC | 188K | $9.9M | —Held | Q2 2026 | |
| 8 | Chilton Investment Co Inc. | 117K | $6.1M | ▲+9.3% Added · +10K sh | Q2 2026 | |
| 9 | Brasada Capital Management, LP | 117K | $6.1M | ▼−7.2% Reduced · −9K sh | Q2 2026 | |
| 10 | Third Avenue Management LLC | 102K | $5.3M | —Held | Q2 2026 | |
| 11 | Pathstone Holdings, LLC | 94K | $5.0M | ▲+3.0% Added · +3K sh | Q2 2026 | |
| 12 | Matisse Capital | 65K | $3.4M | —Held | Q2 2026 | |
| 13 | Douglass Winthrop Advisors, LLC | 59K | $3.0M | —Held | Q1 2026 | |
| 14 | First Trust Advisors LP | 58K | $2.9M | ▲+4.9% Added · +3K sh | Q1 2026 | |
| 15 | UBS Group AG | 52K | $2.6M | ▼−9.9% Reduced · −6K sh | Q1 2026 | |
| 16 | Colonial Trust Advisors | 51K | $2.7M | ▲+0.4% Added · +203 sh | Q2 2026 | |
| 17 | Evolve Private Wealth, LLC | 47K | $2.5M | ▼−5.7% Reduced · −3K sh | Q2 2026 | |
| 18 | Royal Bank Of Canada | 44K | $2.2M | ▼−3.0% Reduced · −1K sh | Q1 2026 | |
| 19 | Cetera Investment Advisers | 44K | $2.2M | ▼−2.7% Reduced · −1K sh | Q1 2026 | |
| 20 | CSS LLC | 41K | $2.1M | ▼−4.7% Reduced · −2K sh | Q2 2026 | |
| 21 | LPL Financial LLC | 33K | $1.6M | ▲+5.7% Added · +2K sh | Q1 2026 | |
| 22 | Steward Partners Investment Advisory, LLC | 32K | $1.7M | ▲+10% Added · +3K sh | Q2 2026 | |
| 23 | HighTower Advisors, LLC | 29K | $1.4M | ▼−6.8% Reduced · −2K sh | Q1 2026 | |
| 24 | Caldwell Sutter Capital, Inc. | 28K | $1.5M | ▲+16% Added · +4K sh | Q2 2026 | |
| 25 | Uncommon Cents Investing Inc | 28K | $1.5M | ▼−2.8% Reduced · −815 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.
Last quarter, 8 funds opened a new position in CET and 7 added to an existing one, while 9 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 | 36 funds | $27.9B |
| Nvidia CorpNVDA | 35 funds | $39.6B |
| Apple IncAAPL | 34 funds | $32.9B |
| Amazon.com IncAMZN | 34 funds | $20.1B |
| Alphabet Inc-CL AGOOGL | 34 funds | $16.4B |
| Intl Business Machines CorpIBM | 34 funds | $2.4B |
| Chevron CorpCVX | 34 funds | $2.3B |
| Meta Platforms Inc-Class AMETA | 33 funds | $8.5B |
| JPMorgan Chase & CoJPM | 33 funds | $7.4B |
| Berkshire Hathaway Inc-CL BBRK/B | 33 funds | $5.8B |
| Cisco Systems IncCSCO | 33 funds | $4.0B |
| Procter & Gamble CoPG | 33 funds | $3.5B |
Ranked by how many of CET's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in CET.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Jun 26, 2026 | Blackford Leo Price | Director | Buy (P) | 204 | $11K |
| Jun 26, 2026 | Hill John C | CEO & President, Director | Buy (P) 2 lots, same day | 233 | $12K |
| Dec 29, 2025 | Hill John C | CEO & President, Director | Buy (P) 2 lots, same day | 1K | $51K |
| Nov 7, 2025 | Hill John C | CEO & President, Director | Buy (P) | 100 | $5K |
| Jan 6, 2025 | O'Neill Andrew J | Vice President | Buy (P) | 1K | $60K |
| Jan 6, 2025 | Hill John C | CEO & President, Director | Buy (P) | 700 | $32K |
| Oct 30, 2024 | Hill John C | CEO & President, Director | Buy (P) 2 lots, same day | 800 | $37K |
| Oct 24, 2024 | O'Neill Andrew J | Vice President | Buy (P) 2 lots, same day | 1K | $62K |
| May 2, 2024 | Hill John C | CEO & President, Director | Buy (P) 2 lots, same day | 500 | $20K |
| Apr 19, 2024 | O'Neill Andrew J | Vice President | Buy (P) | 800 | $32K |
| Apr 18, 2024 | Hill John C | CEO and President, Director | Buy (P) 2 lots, same day | 400 | $16K |
| Mar 14, 2024 | Hill John C | CEO and President, Director | Buy (P) | 300 | $12K |
One row per insider, day and transaction code; shares and value are summed across the lots. Every lot is on the full insider page and in the filing.
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 | 17 | 23 | – |
Insiders Form 4 open-market | 2 | 0 | +$23K |
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 CET
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/CET/capital-change-brief"
Use Arkolith's capital_change_brief for CET. 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 CET. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.