19 tracked 13F filers disclose a position in CLST as of the latest SEC 13F filings, a combined $8.2M 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 | VANGUARD CAPITAL MANAGEMENT LLC | $3.1M | 190K | →First observed position No prior filed position | Q1 2026 | |
| 2 | BlackRock, Inc. | $1.1M | 66K | ▲+1.2% Added · +780 sh | Q1 2026 | |
| 3 | GEODE CAPITAL MANAGEMENT, LLC | $571K | 34K | ▼−0.1% Reduced · −51 sh | Q1 2026 | |
| 4 | ALLIANCEBERNSTEIN L.P. | $498K | 32K | ▲New +32K sh | Q1 2026 | |
| 5 | Montz Harcus Wealth Management LLC | $495K | 30K | —Held | Q2 2026 | |
| 6 | Kestra Advisory Services, LLC | $413K | 25K | —Held | Q2 2026 | |
| 7 | VANGUARD FIDUCIARY TRUST CO | $401K | 24K | →First observed position No prior filed position | Q1 2026 | |
| 8 | RENAISSANCE TECHNOLOGIES LLC | $384K | 23K | ▼−0.4% Reduced · −100 sh | Q1 2026 | |
| 9 | NewEdge Advisors, LLC | $356K | 22K | —Held | Q1 2026 | |
| 10 | Summit Financial Wealth Advisors, LLC | $225K | 14K | ▼−25% Reduced · −5K sh | Q2 2026 | |
| 11 | CITADEL ADVISORS LLC | $215K | 13K | ▲New +13K sh | Q1 2026 | |
| 12 | BASSWOOD CAPITAL MANAGEMENT, L.L.C. | $186K | 11K | —Held | Q1 2026 | |
| 13 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $179K | 11K | ▲New +11K sh | Q1 2026 | |
| 14 | Vanguard Global Advisers, LLC | $19K | 1K | →First observed position No prior filed position | Q1 2026 | |
| 15 | American Capital Advisory, LLC | $2K | 125 | —Held | Q2 2026 | |
| 16 | Golden State Wealth Management, LLC | $1K | 75 | —Held | Q2 2026 | |
| 17 | UBS Group AG | $778 | 47 | ▲+840% Added · +42 sh | Q1 2026 | |
| 18 | BNP PARIBAS FINANCIAL MARKETS | $99 | 6 | —Held | Q1 2026 | |
| 19 | CITIGROUP INC | $17 | 1 | —Held | 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, 2 funds opened a new position in CLST, 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 | 3 funds | $4.4B |
| ISHARES CORE S&P 500 ETFIVV | 3 funds | $3.7B |
| APPLE INCAAPL | 3 funds | $3.0B |
| AMAZON.COM INCAMZN | 3 funds | $2.5B |
| MICROSOFT CORPMSFT | 3 funds | $2.0B |
| MICRON TECHNOLOGY INCMU | 3 funds | $1.7B |
| SS SPDR DOW JONES INDUS AVGDIA | 3 funds | $1.6B |
| TAIWAN SEMICONDUCTOR-SP ADRTSM | 3 funds | $1.5B |
| BROADCOM INCAVGO | 3 funds | $1.5B |
| META PLATFORMS INC-CLASS AMETA | 3 funds | $1.4B |
| ALPHABET INC-CL AGOOGL | 3 funds | $1.4B |
| JPMORGAN CHASE & COJPM | 3 funds | $1.3B |
Ranked by how many of CLST's institutional holders also hold each name, a cross-fund conviction signal.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Jun 10, 2026 | Kleiser Kirk E. | Director | Sell (S) | 5K | $80K |
| Jun 10, 2026 | Kleiser Kirk E. | Director | Sell (S) | 1K | $16K |
| Jun 10, 2026 | Kleiser Kirk E. | Director | Buy (P) | 3K | $46K |
| Jun 10, 2026 | Kleiser Kirk E. | Director | Buy (P) | 2K | $38K |
| Jun 10, 2026 | Kleiser Kirk E. | Director | Buy (P) | 1K | $16K |
| Oct 28, 2025 | Kleiser Kirk E. | Director | Sell (S) | 2K | $20K |
| Oct 28, 2025 | Kleiser Kirk E. | Director | Buy (P) | 100 | $1K |
| Oct 28, 2025 | Kleiser Kirk E. | Director | Sell (S) | 750 | $10K |
| Oct 28, 2025 | Kleiser Kirk E. | Director | Sell (S) | 3K | $33K |
| Oct 28, 2025 | Kleiser Kirk E. | Director | Buy (P) | 5K | $62K |
| Jun 11, 2025 | Kleiser Kirk E. | Director | Buy (P) | 350 | $4K |
| Jun 11, 2025 | Kleiser Kirk E. | Director | Buy (P) | 300 | $4K |
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/CLST/capital-change-brief"
Use Arkolith's capital_change_brief for CLST. 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 CLST. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.