105 tracked 13F filers disclose a position in CLFD as of the latest SEC 13F filings, a combined $201.7M 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 | BlackRock, Inc. | $23.8M | 898K | ▼−3.1% Reduced · −29K sh | Q1 2026 | |
| 2 | ACK Asset Management LLC | $19.5M | 735K | ▲+18% Added · +110K sh | Q1 2026 | |
| 3 | MAIRS & POWER INC | $19.4M | 732K | ▲+0.2% Added · +2K sh | Q1 2026 | |
| 4 | VANGUARD CAPITAL MANAGEMENT LLC | $13.5M | 510K | →First observed position No prior filed position | Q1 2026 | |
| 5 | VANGUARD PORTFOLIO MANAGEMENT LLC | $9.4M | 356K | →First observed position No prior filed position | Q1 2026 | |
| 6 | DIMENSIONAL FUND ADVISORS LP | $9.4M | 353K | ▲+12% Added · +37K sh | Q1 2026 | |
| 7 | STATE STREET CORP | $8.5M | 322K | ▲+14% Added · +40K sh | Q1 2026 | |
| 8 | PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | $7.7M | 290K | ▲+4.1% Added · +12K sh | Q1 2026 | |
| 9 | GEODE CAPITAL MANAGEMENT, LLC | $7.6M | 286K | ▲+2.5% Added · +7K sh | Q1 2026 | |
| 10 | ROYAL BANK OF CANADA | $7.5M | 282K | ▲+21% Added · +49K sh | Q1 2026 | |
| 11 | CITADEL ADVISORS LLC | $6.7M | 253K | ▲+310% Added · +191K sh | Q1 2026 | |
| 12 | JPMORGAN CHASE & CO | $6.2M | 231K | ▼−6.9% Reduced · −17K sh | Q1 2026 | |
| 13 | Dana Investment Advisors, Inc. | $4.7M | 179K | ▲+38% Added · +50K sh | Q1 2026 | |
| 14 | MARSHALL WACE, LLP | $3.7M | 142K | ▼−7.2% Reduced · −11K sh | Q1 2026 | |
| 15 | D. E. Shaw & Co., Inc. | $3.7M | 141K | ▲+4.1% Added · +6K sh | Q1 2026 | |
| 16 | RENAISSANCE TECHNOLOGIES LLC | $3.6M | 137K | ▲+34% Added · +35K sh | Q1 2026 | |
| 17 | NORTHERN TRUST CORP | $3.2M | 122K | ▲+2.7% Added · +3K sh | Q1 2026 | |
| 18 | BANK OF AMERICA CORP /DE/ | $3.0M | 115K | ▲+11% Added · +12K sh | Q1 2026 | |
| 19 | Ancora Advisors LLC | $3.0M | 112K | ▼−22% Reduced · −32K sh | Q1 2026 | |
| 20 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $2.5M | 94K | ▼−3.2% Reduced · −3K sh | Q1 2026 | |
| 21 | Trexquant Investment LP | $2.4M | 91K | ▼−15% Reduced · −16K sh | Q1 2026 | |
| 22 | TUDOR INVESTMENT CORP ET AL | $2.2M | 83K | ▲+3.6% Added · +3K sh | Q1 2026 | |
| 23 | GOLDMAN SACHS GROUP INC | $2.0M | 76K | ▲+11% Added · +8K sh | Q1 2026 | |
| 24 | VANGUARD FIDUCIARY TRUST CO | $2.0M | 75K | →First observed position No prior filed position | Q1 2026 | |
| 25 | Russell Investments Group, Ltd. | $1.9M | 71K | ▼−31% Reduced · −32K 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 CLFD and 19 added to an existing one, while 18 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 | 32 funds | $12.4B |
| JPMORGAN CHASE & COJPM | 32 funds | $4.9B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 32 funds | $3.4B |
| UNITEDHEALTH GROUP INCUNH | 32 funds | $1.8B |
| AUTOMATIC DATA PROCESSINGADP | 32 funds | $523.7M |
| APPLE INCAAPL | 31 funds | $13.6B |
| AMAZON.COM INCAMZN | 31 funds | $9.1B |
| ALPHABET INC-CL AGOOGL | 31 funds | $7.3B |
| BROADCOM INCAVGO | 31 funds | $6.5B |
| ELI LILLY & COLLY | 31 funds | $3.3B |
| MICRON TECHNOLOGY INCMU | 31 funds | $3.3B |
| VISA INC-CLASS A SHARESV | 31 funds | $2.4B |
Ranked by how many of CLFD's institutional holders also hold each name, a cross-fund conviction signal.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Jul 1, 2026 | Beranek Cheryl | Chief Executive Officer, Director | Sell (S) | 2K | $71K |
| Jun 9, 2026 | Khemakhem Anis | Chief Commercial Officer | Sell (S) | 2K | $67K |
| Jun 1, 2026 | Beranek Cheryl | Chief Executive Officer, Director | Sell (S) | 8K | $352K |
| May 27, 2026 | Beranek Cheryl | Chief Executive Officer, Director | Sell (S) | 3K | $125K |
| May 11, 2026 | Jones Walter Louis JR | Director | Sell (S) | 2K | $110K |
| May 11, 2026 | Beranek Cheryl | Chief Executive Officer, Director | Sell (S) | 3K | $113K |
| May 8, 2026 | Beranek Cheryl | Chief Executive Officer, Director | Sell (S) | 5K | $201K |
| Feb 19, 2026 | Hayward Donald R. | Director | Sell (S) | 4K | $115K |
| Dec 15, 2025 | ROTH RONALD G | Director, 10% Owner | Buy (P) | 10K | $301K |
| Feb 19, 2025 | Hill John P | Chief Operating Officer | Sell (S) | 24K | $788K |
| Feb 14, 2025 | Hill John P | Chief Operating Officer | Sell (S) | 14K | $457K |
| Feb 12, 2025 | Hill John P | Chief Operating Officer | Sell (S) | 17K | $550K |
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/CLFD/capital-change-brief"
Use Arkolith's capital_change_brief for CLFD. 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 CLFD. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.