Among active 13F managers last quarter, 4 opened and 19 added, while 17 reduced; the largest holder to move was Renaissance Technologies LLC (−0.7%). No open-market insider trades in the last 180 days.
No leg leans either way.
229 tracked 13F filers disclose a position in CFFN as of the latest SEC 13F filings, a combined $764.9M 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. | 17.9M | $152.5M | ▼−1.4% Reduced · −246K sh | Q2 2026 | |
| 2 | Dimensional Fund Advisors LP | 6.8M | $48.4M | ▲+4.0% Added · +263K sh | Q1 2026 | |
| 3 | Vanguard Portfolio Management LLC | 6.6M | $56.4M | ▼−1.0% Reduced · −66K sh | Q2 2026 | |
| 4 | HoldCo Asset Management, LP | 6.5M | $55.0M | —Held | Q2 2026 | |
| 5 | State Street Corp | 6.4M | $54.4M | ▲+5.3% Added · +320K sh | Q2 2026 | |
| 6 | Vanguard Capital Management LLC | 5.1M | $43.2M | ▼−2.2% Reduced · −116K sh | Q2 2026 | |
| 7 | Renaissance Technologies LLC | 4.2M | $29.7M | ▼−0.7% Reduced · −28K sh | Q1 2026 | |
| 8 | AQR Capital Management LLC | 3.8M | $27.0M | ▼−1.3% Reduced · −50K sh | Q1 2026 | |
| 9 | Arrowstreet Capital, Limited Partnership | 3.3M | $23.3M | ▲+10% Added · +309K sh | Q1 2026 | |
| 10 | Geode Capital Management, LLC | 3.2M | $27.3M | ▲+3.8% Added · +118K sh | Q2 2026 | |
| 11 | Morgan Stanley | 1.9M | $13.4M | ▼−6.8% Reduced · −136K sh | Q1 2026 | |
| 12 | Two Sigma Investments, LP | 1.9M | $13.4M | ▲+87% Added · +872K sh | Q1 2026 | |
| 13 | Goldman Sachs Group Inc | 1.9M | $13.2M | ▲+5.4% Added · +95K sh | Q1 2026 | |
| 14 | Hotchkis & Wiley Capital Management LLC | 1.8M | $15.4M | ▼−1.1% Reduced · −21K sh | Q2 2026 | |
| 15 | Charles Schwab Investment Management Inc | 1.8M | $12.5M | ▼−2.3% Reduced · −41K sh | Q1 2026 | |
| 16 | American Century Companies Inc | 1.7M | $12.2M | ▼−50% Reduced · −1.7M sh | Q1 2026 | |
| 17 | Cramer Rosenthal McGlynn LLC | 1.4M | $11.9M | ▼−2.8% Reduced · −40K sh | Q2 2026 | |
| 18 | Northern Trust Corp | 1.3M | $9.3M | ▲+2.8% Added · +35K sh | Q1 2026 | |
| 19 | Bank of New York Mellon Corp | 1.2M | $8.3M | ▼−3.2% Reduced · −39K sh | Q1 2026 | |
| 20 | Nuveen, LLC | 1.2M | $8.2M | ▲+15% Added · +146K sh | Q1 2026 | |
| 21 | UBS Group AG | 954K | $6.8M | ▲+169% Added · +599K sh | Q1 2026 | |
| 22 | Vanguard Fiduciary Trust Co | 774K | $6.6M | ▲+1.5% Added · +12K sh | Q2 2026 | |
| 23 | Bank Of America Corp | 659K | $4.7M | ▼−9.3% Reduced · −68K sh | Q1 2026 | |
| 24 | Principal Financial Group Inc | 581K | $4.1M | ▲+0.2% Added · +1K sh | Q1 2026 | |
| 25 | Millennium Management LLC | 561K | $4.0M | ▼−12% Reduced · −76K 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 CFFN and 19 added to an existing one, while 17 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 | 109 funds | $195.2B |
| Nvidia CorpNVDA | 108 funds | $308.0B |
| Amazon.com IncAMZN | 106 funds | $152.2B |
| Alphabet Inc-CL AGOOGL | 106 funds | $130.5B |
| Broadcom IncAVGO | 106 funds | $126.3B |
| Micron Technology IncMU | 105 funds | $43.6B |
| Lam Research CorpLRCX | 105 funds | $36.7B |
| Eli Lilly & CoLLY | 104 funds | $65.5B |
| Apple IncAAPL | 103 funds | $223.0B |
| Meta Platforms Inc-Class AMETA | 103 funds | $80.9B |
| JPMorgan Chase & CoJPM | 103 funds | $45.3B |
| Visa Inc-Class A SharesV | 103 funds | $43.1B |
Ranked by how many of CFFN's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in CFFN.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Oct 31, 2025 | Jackson Rick C | Executive Vice President | Buy (P) 2 lots, same day | 10K | $61K |
| May 7, 2025 | Jackson Rick C | Executive Vice President | Buy (P) | 15K | $85K |
| Apr 25, 2025 | Johnson Jeffrey M | Director | Buy (P) 7 lots, same day | 20K | $111K |
| Mar 28, 2025 | Johnson Jeffrey M | Director | Buy (P) | 10K | $56K |
| Mar 27, 2025 | Thompson Jeffrey R | Director | Buy (P) | 7K | $40K |
| Mar 26, 2025 | Morris James G. | Director | Buy (P) | 15K | $85K |
| Feb 24, 2025 | Jackson Rick C | Executive Vice President | Buy (P) 3 lots, same day | 10K | $59K |
| Jan 31, 2025 | Johnson Jeffrey M | Director | Buy (P) | 5K | $30K |
| Dec 2, 2024 | Morris James G. | Director | Buy (P) 2 lots, same day | 15K | $103K |
| Jun 6, 2024 | Johnson Jeffrey M | Director | Buy (P) | 10K | $51K |
| Mar 4, 2024 | Huey Morris J II | Director | Buy (P) | 4K | $22K |
| Mar 1, 2024 | Jackson Rick C | Executive Vice President | Buy (P) | 10K | $57K |
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 | 44 | 42 | – |
Insiders Form 4 open-market | 0 | 0 | $0 |
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 CFFN
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/CFFN/capital-change-brief"
Use Arkolith's capital_change_brief for CFFN. 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 CFFN. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.