9 tracked 13F filers disclose a position in CJMB as of the latest SEC 13F filings, a combined $435K 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 | Creative Planning | $320K | 256K | ▲+24% Added · +50K sh | Q1 2026 | |
| 2 | JANE STREET GROUP, LLC | $35K | 28K | ▲New +28K sh | Q1 2026 | |
| 3 | AXXCESS WEALTH MANAGEMENT, LLC | $20K | 25K | ▲New +25K sh | Q2 2026 | |
| 4 | GEODE CAPITAL MANAGEMENT, LLC | $29K | 23K | ▲+75% Added · +10K sh | Q1 2026 | |
| 5 | HighTower Advisors, LLC | $16K | 13K | —Held | Q1 2026 | |
| 6 | VANGUARD CAPITAL MANAGEMENT LLC | $8K | 7K | →First observed position No prior filed position | Q1 2026 | |
| 7 | VANGUARD FIDUCIARY TRUST CO | $3K | 2K | →First observed position No prior filed position | Q1 2026 | |
| 8 | Tower Research Capital LLC (TRC) | $3K | 2K | ▼−44% Reduced · −2K sh | Q1 2026 | |
| 9 | UBS Group AG | $2K | 2K | ▲New +2K 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, 0 funds opened a new position in CJMB, while 1 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 |
|---|---|---|
| NVIDIA CORPNVDA | 2 funds | $3.3B |
| AMAZON.COM INCAMZN | 2 funds | $1.7B |
| MICRON TECHNOLOGY INCMU | 2 funds | $1.6B |
| SS SPDR DOW JONES INDUS AVGDIA | 2 funds | $1.6B |
| TAIWAN SEMICONDUCTOR-SP ADRTSM | 2 funds | $1.4B |
| APPLE INCAAPL | 2 funds | $1.3B |
| META PLATFORMS INC-CLASS AMETA | 2 funds | $1.1B |
| BROADCOM INCAVGO | 2 funds | $1.0B |
| MICROSOFT CORPMSFT | 2 funds | $981.5M |
| ALPHABET INC-CL AGOOGL | 2 funds | $881.3M |
| TESLA INCTSLA | 2 funds | $801.7M |
| NORFOLK SOUTHERN CORPNSC | 2 funds | $752.5M |
Ranked by how many of CJMB's institutional holders also hold each name, a cross-fund conviction signal.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Mar 20, 2026 | Croyle David J | Chief Medical Officer, 10% Owner | Buy (P) | 10K | $18K |
| Mar 6, 2026 | Croyle David J | Chief Medical Officer, 10% Owner | Buy (P) | 15K | $26K |
| Dec 30, 2025 | Dial Gerald | Director | Buy (P) | 2K | $2K |
| Dec 30, 2025 | Dial Gerald | Director | Buy (P) | 461 | $562 |
| Dec 30, 2025 | Dial Gerald | Director | Buy (P) | 10K | $8K |
| Dec 16, 2025 | Williams Wayne D | CEO, Chairman and President, Director, 10% Owner | Buy (P) | 5K | $9K |
| Dec 15, 2025 | Williams Wayne D | CEO, Chairman and President, Director, 10% Owner | Buy (P) | 11K | $18K |
| Dec 12, 2025 | Williams Wayne D | CEO, Chairman and President, Director, 10% Owner | Buy (P) | 5K | $9K |
| Dec 11, 2025 | Williams Wayne D | CEO, Chairman and President, Director, 10% Owner | Buy (P) | 31K | $51K |
| Dec 11, 2025 | Williams Wayne D | CEO, Chairman and President, Director, 10% Owner | Buy (P) | 62 | $111 |
| Dec 10, 2025 | Williams Wayne D | CEO, Chairman and President, Director, 10% Owner | Buy (P) | 14K | $23K |
| Dec 9, 2025 | Duke Liberty Smith | Director | Buy (P) | 612 | $930 |
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/CJMB/capital-change-brief"
Use Arkolith's capital_change_brief for CJMB. 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 CJMB. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.