Among active 13F managers last quarter, 11 opened and 34 added, while 8 reduced; the largest holder to move was Westwood Holdings Group Inc (−6.0%). Over the last 180 days, 1 insider bought and none sold, a net +$75K in open-market trades.
Funds lean in and no leg opposes.
118 tracked 13F filers disclose a position in CLMB as of the latest SEC 13F filings, a combined $309.0M 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 | BlackRock, Inc. | 1.3M | $30.8M | ▲+14% Added · +168K sh | Q2 2026 | |
| 2 | Westwood Holdings Group Inc | 1.1M | $26.2M | ▼−6.0% Reduced · −73K sh | Q2 2026 | |
| 3 | AltraVue Capital, LLC | 940K | $21.8M | ▼−4.3% Reduced · −42K sh | Q2 2026 | |
| 4 | De Lisle Partners LLP | 887K | $20.6M | ▼−4.7% Reduced · −43K sh | Q2 2026 | |
| 5 | Vanguard Capital Management LLC | 775K | $18.0M | ▲+6.6% Added · +48K sh | Q2 2026 | |
| 6 | Wasatch Advisors LP | 691K | $16.0M | ▲+14% Added · +84K sh | Q2 2026 | |
| 7 | Tieton Capital Management, LLC | 687K | $15.9M | ▲+28% Added · +149K sh | Q2 2026 | |
| 8 | Punch & Associates Investment Management, Inc. | 552K | $12.8M | ▲~0% Added · +245 sh | Q2 2026 | |
| 9 | Renaissance Technologies LLC | 536K | $10.6M | ▲+312% Added · +406K sh | Q1 2026 | |
| 10 | Geode Capital Management, LLC | 532K | $12.3M | ▲+10% Added · +50K sh | Q2 2026 | |
| 11 | Dimensional Fund Advisors LP | 423K | $8.4M | ▲+315% Added · +321K sh | Q1 2026 | |
| 12 | Sei Investments Co | 419K | $8.3M | ▲+845% Added · +375K sh | Q1 2026 | |
| 13 | State Street Corp | 344K | $8.0M | ▼−3.3% Reduced · −12K sh | Q2 2026 | |
| 14 | Ballast Asset Management, LP | 316K | $7.3M | ▼−1.1% Reduced · −3K sh | Q2 2026 | |
| 15 | Choreo, LLC | 273K | $6.3M | ▲+1.3% Added · +3K sh | Q2 2026 | |
| 16 | Herald Investment Management Ltd | 222K | $5.1M | ▼−25% Reduced · −75K sh | Q2 2026 | |
| 17 | Jacobs Levy Equity Management, Inc | 214K | $5.0M | ▲+188% Added · +140K sh | Q2 2026 | |
| 18 | Millennium Management LLC | 208K | $4.1M | ▲27× Added · +200K sh | Q1 2026 | |
| 19 | Legato Capital Management LLC | 208K | $4.8M | —Held | Q2 2026 | |
| 20 | New York State Common Retirement Fund | 190K | $3.8M | ▲+396% Added · +152K sh | Q1 2026 | |
| 21 | Bard Associates Inc | 181K | $4.2M | ▲80× Added · +178K sh | Q2 2026 | |
| 22 | Northern Trust Corp | 170K | $3.4M | ▲+306% Added · +128K sh | Q1 2026 | |
| 23 | Isthmus Partners, LLC | 137K | $3.2M | ▲+2.5% Added · +3K sh | Q2 2026 | |
| 24 | Citadel Advisors LLC | 128K | $3.0M | ▲+221% Added · +88K sh | Q2 2026 | |
| 25 | UBS Group AG | 122K | $2.4M | ▲+432% Added · +99K 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. 1 value row is withheld because the reported units disagree with same-security peers; share counts are unchanged.
Last quarter, 11 funds opened a new position in CLMB and 34 added to an existing one, while 8 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 |
|---|---|---|
| Microsoft CorpMSFT | 61 funds | $85.4B |
| Apple IncAAPL | 57 funds | $106.1B |
| Alphabet Inc-CL AGOOGL | 57 funds | $63.5B |
| JPMorgan Chase & CoJPM | 56 funds | $20.9B |
| Nvidia CorpNVDA | 55 funds | $153.4B |
| Berkshire Hathaway Inc-CL BBRK/B | 55 funds | $13.4B |
| Amazon.com IncAMZN | 54 funds | $68.2B |
| Meta Platforms Inc-Class AMETA | 54 funds | $42.0B |
| Lam Research CorpLRCX | 54 funds | $17.2B |
| Qualcomm IncQCOM | 53 funds | $5.4B |
| Broadcom IncAVGO | 52 funds | $62.9B |
| Alphabet Inc-CL CGOOG | 52 funds | $54.0B |
Ranked by how many of CLMB's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in CLMB.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| May 4, 2026 | McCarthy John R | Director | Buy (P) | 4K | $75K |
| Mar 16, 2026 | Foster Dale Richard | Chief Executive Officer, Director | Sell (S) | 9K | $684K |
| May 16, 2025 | Popovich Timothy | Chief Operating Officer | Sell (S) | 9K | $990K |
| May 7, 2025 | Foster Dale Richard | Chief Executive Officer, Director | Sell (S) | 10K | $1.0M |
| May 5, 2025 | Scorziello Greg | Director | Sell (S) | 6K | $580K |
| Mar 18, 2025 | Foster Dale Richard | Chief Executive Officer | Sell (S) | 2K | $221K |
| Mar 12, 2025 | Foster Dale Richard | Chief Executive Officer | Sell (S) | 3K | $425K |
| Mar 12, 2025 | Bryant Andrew S | Director | Sell (S) | 3K | $318K |
| Mar 11, 2025 | Foster Dale Richard | Chief Executive Officer | Sell (S) | 8K | $929K |
| Mar 11, 2025 | Bryant Andrew S | Director | Sell (S) | 2K | $288K |
| Mar 11, 2025 | Legrottaglie Vito | Chief Information Officer | Sell (S) | 7K | $854K |
| Mar 10, 2025 | Bass Charles Edward | Chief Alliance Officer | Sell (S) 4 lots, same day | 8K | $1.0M |
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 | 67 | 15 | – |
Insiders Form 4 open-market | 1 | 0 | +$75K |
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 CLMB
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.
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.