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/CLMB/capital-change-brief"
Use Arkolith's capital_change_brief for CLMB. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | WESTWOOD HOLDINGS GROUP INC | $23.8M | 1.2M | ▲New +1.2M sh | Q1 2026 | |
| 2 | BlackRock, Inc. | $23.0M | 1.2M | ▲+285% Added · +857K sh | Q1 2026 | |
| 3 | VANGUARD CAPITAL MANAGEMENT LLC | $14.4M | 727K | ▲New +727K sh | Q1 2026 | |
| 4 | WASATCH ADVISORS LP | $16.0M | 691K | ▲+14% Added · +84K sh | Q2 2026 | |
| 5 | PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | $10.9M | 552K | ▲+309% Added · +417K sh | Q1 2026 | |
| 6 | RENAISSANCE TECHNOLOGIES LLC | $10.6M | 536K | ▲+312% Added · +406K sh | Q1 2026 | |
| 7 | GEODE CAPITAL MANAGEMENT, LLC | $9.5M | 481K | ▲+272% Added · +352K sh | Q1 2026 | |
| 8 | DIMENSIONAL FUND ADVISORS LP | $8.4M | 423K | ▲+315% Added · +321K sh | Q1 2026 | |
| 9 | SEI INVESTMENTS CO | $8.3M | 419K | ▲+845% Added · +375K sh | Q1 2026 | |
| 10 | STATE STREET CORP | $7.1M | 356K | ▲+285% Added · +264K sh | Q1 2026 | |
| 11 | CHOREO, LLC | $5.3M | 269K | ▲+338% Added · +208K sh | Q1 2026 | |
| 12 | OBERWEIS ASSET MANAGEMENT INC/ | $4.2M | 212K | ▲+308% Added · +160K sh | Q1 2026 | |
| 13 | MILLENNIUM MANAGEMENT LLC | $4.1M | 208K | ▲27× Added · +200K sh | Q1 2026 | |
| 14 | Polar Asset Management Partners Inc. | $3.8M | 192K | ▲+167% Added · +120K sh | Q1 2026 | |
| 15 | NEW YORK STATE COMMON RETIREMENT FUND | $3.8M | 190K | ▲+396% Added · +152K sh | Q1 2026 | |
| 16 | NORTHERN TRUST CORP | $3.4M | 170K | ▲+306% Added · +128K sh | Q1 2026 | |
| 17 | UBS Group AG | $2.4M | 122K | ▲+432% Added · +99K sh | Q1 2026 | |
| 18 | Bank of New York Mellon Corp | $2.4M | 121K | ▲+303% Added · +91K sh | Q1 2026 | |
| 19 | VANGUARD FIDUCIARY TRUST CO | $2.2M | 112K | ▲New +112K sh | Q1 2026 | |
| 20 | VANGUARD PORTFOLIO MANAGEMENT LLC | $1.9M | 95K | ▲New +95K sh | Q1 2026 | |
| 21 | CHATHAM CAPITAL GROUP, INC. | $2.2M | 93K | ▲+3.4% Added · +3K sh | Q2 2026 | |
| 22 | MORGAN STANLEY | $1.8M | 89K | ▲+169% Added · +56K sh | Q1 2026 | |
| 23 | Financial Advisors Network, Inc. | $1.6M | 80K | ▲+300% Added · +60K sh | Q1 2026 | |
| 24 | Verdence Capital Advisors LLC | $1.6M | 79K | ▲New +79K sh | Q1 2026 | |
| 25 | JACOBS LEVY EQUITY MANAGEMENT, INC | $1.5M | 74K | ▲New +74K 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.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Jun 2, 2026 | GIOVACCHINI PAUL G | Director | Grant (A) | 8K | $0 |
| Jun 2, 2026 | BRYANT ANDREW S | Director | Grant (A) | 8K | $0 |
| Jun 2, 2026 | MCCARTHY JOHN R | Director | Grant (A) | 8K | $0 |
| May 5, 2026 | Foster Dale Richard | Chief Executive Officer, Director | Tax withholding (F) | 883 | $17K |
| May 5, 2026 | SULLIVAN MATTHEW M | Chief Financial Officer | Tax withholding (F) | 558 | $10K |
| May 5, 2026 | Popovich Timothy | Chief Operating Officer | Tax withholding (F) | 725 | $14K |
| May 5, 2026 | Bass Charles Edward | Chief Alliance Officer | Tax withholding (F) | 645 | $12K |
| May 4, 2026 | MCCARTHY JOHN R | Director | Buy (P) | 4K | $75K |
| Apr 9, 2026 | Foster Dale Richard | Chief Executive Officer, Director | Grant (A) | 50K | $0 |
| Apr 9, 2026 | Popovich Timothy | Chief Operating Officer | Grant (A) | 12K | $0 |
| Apr 9, 2026 | Bass Charles Edward | Chief Alliance Officer | Grant (A) | 15K | $0 |
| Apr 9, 2026 | SULLIVAN MATTHEW M | Chief Financial Officer | Grant (A) | 13K | $0 |
| Company | Co-held by | Combined value |
|---|---|---|
| APPLE INCAAPL | 43 funds | $20.0B |
| MICROSOFT CORPMSFT | 43 funds | $14.7B |
| JPMORGAN CHASE & COJPM | 42 funds | $5.2B |
| MICRON TECHNOLOGY INCMU | 41 funds | $3.9B |
| NVIDIA CORPNVDA | 40 funds | $23.6B |
| AMAZON.COM INCAMZN | 40 funds | $11.8B |
| ALPHABET INC-CL AGOOGL | 40 funds | $9.0B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 40 funds | $4.3B |
| COSTCO WHOLESALE CORPCOST | 40 funds | $3.0B |
| MASTERCARD INC - AMA | 40 funds | $2.7B |
| ALPHABET INC-CL CGOOG | 39 funds | $8.0B |
| BROADCOM INCAVGO | 39 funds | $7.8B |
Ranked by how many of CLMB's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for CLMB. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes. Every panel above is one call to the Arkolith API & MCP server.