75 tracked 13F filers disclose a position in CET as of the latest SEC 13F filings, a combined $163.7M 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 | Rockefeller Capital Management L.P. | $32.7M | 658K | ▼−18% Reduced · −145K sh | Q1 2026 | |
| 2 | Atlas Wealth LLC | $32.3M | 616K | ▲New +616K sh | Q2 2026 | |
| 3 | RAYMOND JAMES FINANCIAL INC | $14.9M | 300K | ▼−7.2% Reduced · −23K sh | Q1 2026 | |
| 4 | MORGAN STANLEY | $10.1M | 203K | ▼−4.7% Reduced · −10K sh | Q1 2026 | |
| 5 | 1607 Capital Partners, LLC | $9.4M | 188K | ▼−0.1% Reduced · −270 sh | Q1 2026 | |
| 6 | BRASADA CAPITAL MANAGEMENT, LP | $6.3M | 126K | ▲+2.5% Added · +3K sh | Q1 2026 | |
| 7 | CHILTON INVESTMENT CO INC. | $5.3M | 107K | —Held | Q1 2026 | |
| 8 | Pathstone Holdings, LLC | $4.6M | 92K | ▲+3.8% Added · +3K sh | Q1 2026 | |
| 9 | Douglass Winthrop Advisors, LLC | $3.0M | 59K | —Held | Q1 2026 | |
| 10 | FIRST TRUST ADVISORS LP | $2.9M | 58K | ▲+4.9% Added · +3K sh | Q1 2026 | |
| 11 | UBS Group AG | $2.6M | 52K | ▼−9.9% Reduced · −6K sh | Q1 2026 | |
| 12 | EVOLVE PRIVATE WEALTH, LLC | $2.5M | 50K | ▼−0.2% Reduced · −115 sh | Q1 2026 | |
| 13 | ROYAL BANK OF CANADA | $2.2M | 44K | ▼−3.0% Reduced · −1K sh | Q1 2026 | |
| 14 | Cetera Investment Advisers | $2.2M | 44K | ▼−2.7% Reduced · −1K sh | Q1 2026 | |
| 15 | CSS LLC/IL | $2.1M | 43K | —Held | Q1 2026 | |
| 16 | LPL Financial LLC | $1.6M | 33K | ▲+5.7% Added · +2K sh | Q1 2026 | |
| 17 | Integrated Wealth Concepts LLC | $1.5M | 31K | ▼−0.8% Reduced · −262 sh | Q1 2026 | |
| 18 | Steward Partners Investment Advisory, LLC | $1.5M | 29K | ▲187× Added · +29K sh | Q1 2026 | |
| 19 | HighTower Advisors, LLC | $1.4M | 29K | ▼−6.8% Reduced · −2K sh | Q1 2026 | |
| 20 | CALDWELL SUTTER CAPITAL, INC. | $1.5M | 28K | ▲+16% Added · +4K sh | Q2 2026 | |
| 21 | Uncommon Cents Investing LLC | $1.5M | 28K | ▼−2.8% Reduced · −815 sh | Q2 2026 | |
| 22 | Shaker Financial Services, LLC | $1.4M | 27K | ▲+7.0% Added · +2K sh | Q2 2026 | |
| 23 | VAQUERO PRIVATE WEALTH, LTD | $1.3M | 24K | ▲New +24K sh | Q2 2026 | |
| 24 | STIFEL FINANCIAL CORP | $1.1M | 22K | —Held | Q1 2026 | |
| 25 | FFT WEALTH MANAGEMENT LLC | $1.1M | 22K | —Held | 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, 9 funds opened a new position in CET and 4 added to an existing one, while 6 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 | 31 funds | $26.5B |
| NVIDIA CORPNVDA | 30 funds | $37.2B |
| APPLE INCAAPL | 30 funds | $30.6B |
| AMAZON.COM INCAMZN | 30 funds | $17.5B |
| ALPHABET INC-CL AGOOGL | 30 funds | $15.2B |
| CHEVRON CORPCVX | 30 funds | $1.8B |
| ALPHABET INC-CL CGOOG | 29 funds | $10.9B |
| TESLA INCTSLA | 29 funds | $7.6B |
| JOHNSON & JOHNSONJNJ | 29 funds | $5.8B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 29 funds | $5.3B |
| PROCTER & GAMBLE CO/THEPG | 29 funds | $3.1B |
| INTL BUSINESS MACHINES CORPIBM | 29 funds | $2.1B |
Ranked by how many of CET's institutional holders also hold each name, a cross-fund conviction signal.
| 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) | 228 | $12K |
| Jun 26, 2026 | Hill John C | CEO & President, Director | Buy (P) | 5 | $259 |
| Dec 29, 2025 | Hill John C | CEO & President, Director | Buy (P) | 500 | $25K |
| Dec 29, 2025 | Hill John C | CEO & President, Director | Buy (P) | 500 | $25K |
| 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) | 600 | $28K |
| Oct 30, 2024 | Hill John C | CEO & President, Director | Buy (P) | 200 | $9K |
| Oct 24, 2024 | O'Neill Andrew J | Vice President | Buy (P) | 1K | $50K |
| Oct 24, 2024 | O'Neill Andrew J | Vice President | Buy (P) | 274 | $13K |
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.