Among active 13F managers last quarter, 1 opened and 1 added, while 2 reduced; the largest holder to move was Simon Quick Advisors, LLC (−90%). Over the last 180 days, 2 insiders bought and none sold, a net +$1.8M in open-market trades.
The legs disagree, or only one of them leans.
19 tracked 13F filers disclose a position in CLIR as of the latest SEC 13F filings, a combined $1.4M 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 | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Vanguard Capital Management LLC | 105K | $387K | —Held | Q2 2026 | |
| 2 | Simon Quick Advisors, LLC | 60K | $263K | ▼−90% Reduced · −543K sh | Q1 2026 | |
| 3 | Geode Capital Management, LLC | 51K | $189K | ▼−11% Reduced · −6K sh | Q2 2026 | |
| 4 | Beacon Pointe Advisors, LLC | 27K | $100K | —Held | Q2 2026 | |
| 5 | Vanguard Fiduciary Trust Co | 23K | $86K | —Held | Q2 2026 | |
| 6 | Citadel Advisors LLC | 21K | $75K | ▲New +21K sh | Q2 2026 | |
| 7 | BlackRock, Inc. | 20K | $72K | —Held | Q2 2026 | |
| 8 | HighTower Advisors, LLC | 13K | $55K | ▼−90% Reduced · −114K sh | Q1 2026 | |
| 9 | Creative Planning | 12K | $54K | ▼−91% Reduced · −124K sh | Q1 2026 | |
| 10 | DDD Partners, LLC | 12K | $44K | —Held | Q2 2026 | |
| 11 | Rockefeller Capital Management L.P. | 8K | $35K | ▼−90% Reduced · −73K sh | Q1 2026 | |
| 12 | Northwestern Mutual Wealth Management Co | 7K | $31K | ▼−90% Reduced · −65K sh | Q1 2026 | |
| 13 | Wells Fargo & Company | 2K | $9K | ▼−90% Reduced · −19K sh | Q1 2026 | |
| 14 | Gleason Group, Inc. | 2K | $7K | —Held | Q2 2026 | |
| 15 | Vanguard Global Advisers, LLC | 1K | $5K | —Held | Q2 2026 | |
| 16 | Tower Research Capital LLC (TRC) | 1K | $5K | ▼−92% Reduced · −13K sh | Q1 2026 | |
| 17 | Deutsche Bank AG | 400 | $2K | ▼−90% Reduced · −4K sh | Q1 2026 | |
| 18 | SBI Securities Co., Ltd. | 12 | $44 | ▲+9.1% Added · +1 sh | Q2 2026 | |
| 19 | Group One Trading LLC | 9 | $33 | —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, 1 fund opened a new position in CLIR and 1 added to an existing one, while 2 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 |
|---|---|---|
| Nvidia CorpNVDA | 6 funds | $2.9B |
| Amazon.com IncAMZN | 6 funds | $2.8B |
| Apple IncAAPL | 6 funds | $2.5B |
| Microsoft CorpMSFT | 6 funds | $2.0B |
| Alphabet Inc-CL AGOOGL | 6 funds | $1.2B |
| Broadcom IncAVGO | 6 funds | $1.2B |
| Eli Lilly & CoLLY | 6 funds | $1.2B |
| Alphabet Inc-CL CGOOG | 6 funds | $1.0B |
| Advanced Micro DevicesAMD | 6 funds | $976.5M |
| Micron Technology IncMU | 6 funds | $936.7M |
| Abbvie IncABBV | 6 funds | $822.2M |
| Abbott LaboratoriesABT | 6 funds | $786.7M |
Ranked by how many of CLIR's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in CLIR.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Jul 22, 2026 | Pasquesi John M | 10% Owner | Buy (P) | 500K | $1.8M |
| Apr 23, 2026 | Silva Gil Todd | Director | Buy (P) 2 lots, same day | 2K | $11K |
| Mar 17, 2026 | Silva Gil Todd | Director | Buy (P) | 2K | $8K |
| Mar 16, 2026 | Silva Gil Todd | Director | Buy (P) | 2K | $9K |
| Jun 24, 2024 | Princeton Opportunity Management LLC | 10% Owner | Buy (P) | 3.4M | $3.0M |
| Jul 8, 2022 | clirSPV LLC | 10% Owner | Buy (P) 3 lots, same day | 1.6M | $1.8M |
| Jun 14, 2022 | Pate Bruce Alan | Director | Buy (P) | 45K | $50K |
| Aug 24, 2020 | Pate Bruce Alan | Director | Buy (P) | 35K | $70K |
| Aug 24, 2020 | Meline Susanne | Director | Buy (P) | 5K | $10K |
| May 17, 2019 | Pate Bruce Alan | Director | Buy (P) | 100K | $101K |
| Mar 19, 2019 | Kendrick Donald W | Chief Technology Officer | Buy (P) 2 lots, same day | 10K | $9K |
| Dec 18, 2018 | Kendrick Donald W | Chief Technology Officer | Buy (P) | 10K | $11K |
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 | 1 | 9 | – |
Insiders Form 4 open-market | 2 | 0 | +$1.8M |
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 CLIR
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/CLIR/capital-change-brief"
Use Arkolith's capital_change_brief for CLIR. 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 CLIR. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.