98 tracked 13F filers disclose a position in CII as of the latest SEC 13F filings, a combined $191.4M 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 | RAYMOND JAMES FINANCIAL INC | $23.3M | 1.1M | ▲+5.2% Added · +54K sh | Q1 2026 | |
| 2 | MORGAN STANLEY | $16.3M | 776K | ▲+11% Added · +75K sh | Q1 2026 | |
| 3 | WELLS FARGO & COMPANY/MN | $15.3M | 728K | ▲+3.0% Added · +21K sh | Q1 2026 | |
| 4 | LPL Financial LLC | $12.1M | 574K | ▲+15% Added · +75K sh | Q1 2026 | |
| 5 | OSAIC HOLDINGS, INC. | $10.9M | 516K | ▲+6.7% Added · +32K sh | Q1 2026 | |
| 6 | BANK OF AMERICA CORP /DE/ | $10.4M | 493K | ▲+7.9% Added · +36K sh | Q1 2026 | |
| 7 | Advisors Asset Management, Inc. | $9.8M | 467K | ▲+10% Added · +43K sh | Q1 2026 | |
| 8 | UBS Group AG | $9.7M | 459K | ▲+7.9% Added · +34K sh | Q1 2026 | |
| 9 | GUGGENHEIM CAPITAL LLC | $7.9M | 377K | ▲+24% Added · +74K sh | Q1 2026 | |
| 10 | ENVESTNET ASSET MANAGEMENT INC | $7.5M | 356K | ▲+13% Added · +41K sh | Q1 2026 | |
| 11 | PRINCIPAL SECURITIES, INC. | $6.8M | 262K | ▼−2.2% Reduced · −6K sh | Q2 2026 | |
| 12 | ROYAL BANK OF CANADA | $5.4M | 257K | ▲+10% Added · +24K sh | Q1 2026 | |
| 13 | Wealthspire Retirement, LLC | $4.4M | 211K | ▲+1.7% Added · +4K sh | Q1 2026 | |
| 14 | Focus Partners Wealth | $3.1M | 149K | ▲+67% Added · +60K sh | Q1 2026 | |
| 15 | &PARTNERS | $2.9M | 137K | ▲+6.2% Added · +8K sh | Q1 2026 | |
| 16 | TRUIST FINANCIAL CORP | $2.7M | 127K | ▲+35% Added · +33K sh | Q1 2026 | |
| 17 | GraniteShares Advisors LLC | $3.2M | 121K | ▲+15% Added · +16K sh | Q2 2026 | |
| 18 | Capital Investment Advisory Services, LLC | $2.3M | 88K | ▼−13% Reduced · −13K sh | Q2 2026 | |
| 19 | Cetera Investment Advisers | $1.8M | 85K | ▲+5.2% Added · +4K sh | Q1 2026 | |
| 20 | Steward Partners Investment Advisory, LLC | $1.7M | 80K | ▲+312% Added · +60K sh | Q1 2026 | |
| 21 | Arax Advisory Partners | $1.9M | 74K | ▲New +74K sh | Q2 2026 | |
| 22 | U.S. Capital Wealth Advisors, LLC | $1.6M | 74K | ▲+5.0% Added · +4K sh | Q1 2026 | |
| 23 | Global Retirement Partners, LLC | $1.7M | 65K | ▲+7.6% Added · +5K sh | Q2 2026 | |
| 24 | TPG Advisors LLC | $1.6M | 61K | ▼−1.7% Reduced · −1K sh | Q2 2026 | |
| 25 | AMERIPRISE FINANCIAL INC | $1.2M | 58K | ▼−4.3% Reduced · −3K 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, 5 funds opened a new position in CII and 19 added to an existing one, while 8 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 |
|---|---|---|
| APPLE INCAAPL | 43 funds | $6.5B |
| NVIDIA CORPNVDA | 43 funds | $6.0B |
| MICROSOFT CORPMSFT | 43 funds | $4.1B |
| ALPHABET INC-CL AGOOGL | 43 funds | $3.7B |
| AMAZON.COM INCAMZN | 43 funds | $3.1B |
| JPMORGAN CHASE & COJPM | 43 funds | $1.6B |
| ELI LILLY & COLLY | 43 funds | $1.2B |
| META PLATFORMS INC-CLASS AMETA | 42 funds | $1.7B |
| INVESCO QQQ TRUST SERIES 1QQQ | 42 funds | $1.6B |
| WALMART INCWMT | 42 funds | $1.4B |
| HOME DEPOT INCHD | 42 funds | $642.8M |
| BROADCOM INCAVGO | 41 funds | $2.6B |
Ranked by how many of CII's institutional holders also hold each name, a cross-fund conviction signal.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Mar 23, 2020 | McClements Kyle | Insider | Buy (P) | 885 | $9K |
| Mar 18, 2020 | McClements Kyle | Insider | Buy (P) | 44 | $480 |
| Mar 18, 2020 | McClements Kyle | Insider | Buy (P) | 746 | $8K |
| Jan 16, 2019 | GABBAY HENRY | Director | Buy (P) | 90 | $1K |
| Jan 15, 2019 | GABBAY HENRY | Director | Buy (P) | 10 | $148 |
| Dec 9, 2014 | GABBAY HENRY | Director | Sell (S) | 800 | $12K |
| Dec 19, 2013 | McClements Kyle | Insider | Buy (P) | 1K | $14K |
| Sep 10, 2013 | McClements Kyle | Insider | Buy (P) | 500 | $7K |
Connected entities for CII
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/CII/capital-change-brief"
Use Arkolith's capital_change_brief for CII. 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 CII. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.