Among active 13F managers last quarter, 2 opened and 2 added, while 1 reduced; the largest holder to move was Stilwell Value LLC (+29%). Over the last 180 days, 1 insider bought and 1 insider sold, a net +$4K in open-market trades.
Funds lean in and no leg opposes.
22 tracked 13F filers disclose a position in CLST as of the latest SEC 13F filings, a combined $20.9M 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 | Stilwell Value LLC | 364K | $6.0M | ▲+29% Added · +82K sh | Q2 2026 | |
| 2 | Graham Capital Wealth Management, LLC | 196K | $3.2M | ▼−0.7% Reduced · −1K sh | Q2 2026 | |
| 3 | Vanguard Capital Management LLC | 189K | $3.1M | ▼−0.3% Reduced · −654 sh | Q2 2026 | |
| 4 | Knott David M Jr | 114K | $3.6M | ▲New +114K sh | Q2 2026 | |
| 5 | BlackRock, Inc. | 69K | $1.1M | ▲+4.8% Added · +3K sh | Q2 2026 | |
| 6 | Geode Capital Management, LLC | 35K | $571K | ▲+0.2% Added · +82 sh | Q2 2026 | |
| 7 | AllianceBernstein L.P. | 32K | $498K | ▲New +32K sh | Q1 2026 | |
| 8 | Montz Harcus Wealth Management LLC | 30K | $495K | —Held | Q2 2026 | |
| 9 | Kestra Advisory Services, LLC | 25K | $413K | —Held | Q2 2026 | |
| 10 | Vanguard Fiduciary Trust Co | 24K | $402K | ▲+0.6% Added · +135 sh | Q2 2026 | |
| 11 | Renaissance Technologies LLC | 23K | $384K | ▼−0.4% Reduced · −100 sh | Q1 2026 | |
| 12 | Citadel Advisors LLC | 15K | $241K | ▲+12% Added · +2K sh | Q2 2026 | |
| 13 | Summit Financial Wealth Advisors, LLC | 14K | $225K | ▼−25% Reduced · −5K sh | Q2 2026 | |
| 14 | NewEdge Advisors, LLC | 12K | $190K | ▼−47% Reduced · −10K sh | Q2 2026 | |
| 15 | Basswood Capital Management, L.L.C. | 11K | $186K | —Held | Q1 2026 | |
| 16 | Susquehanna International Group, LLP | 11K | $179K | ▲New +11K sh | Q1 2026 | |
| 17 | Vanguard Global Advisers, LLC | 1K | $19K | —Held | Q2 2026 | |
| 18 | American Capital Advisory, LLC | 125 | $2K | —Held | Q2 2026 | |
| 19 | Golden State Wealth Management, LLC | 75 | $1K | —Held | Q2 2026 | |
| 20 | UBS Group AG | 47 | $778 | ▲+840% Added · +42 sh | Q1 2026 | |
| 21 | BNP Paribas Financial Markets | 6 | $99 | —Held | Q1 2026 | |
| 22 | Citigroup Inc | 1 | $17 | —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 and 2 added to an existing one, while 1 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 |
|---|---|---|
| JPMorgan Chase & CoJPM | 6 funds | $2.7B |
| Apollo Global Management IncAPO | 6 funds | $224.6M |
| Nvidia CorpNVDA | 5 funds | $21.2B |
| Microsoft CorpMSFT | 5 funds | $16.8B |
| Apple IncAAPL | 5 funds | $14.5B |
| Alphabet Inc-CL CGOOG | 5 funds | $13.1B |
| Broadcom IncAVGO | 5 funds | $10.0B |
| Alphabet Inc-CL AGOOGL | 5 funds | $4.5B |
| Unitedhealth Group IncUNH | 5 funds | $2.9B |
| Progressive CorpPGR | 5 funds | $2.6B |
| Wells Fargo & CoWFC | 5 funds | $1.7B |
| Bank Of America CorpBAC | 5 funds | $1.7B |
Ranked by how many of CLST's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in CLST.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Jun 10, 2026 | Kleiser Kirk E. | Director | Sell (S) 2 lots, same day | 6K | $96K |
| Jun 10, 2026 | Kleiser Kirk E. | Director | Buy (P) 3 lots, same day | 6K | $100K |
| Oct 28, 2025 | Kleiser Kirk E. | Director | Sell (S) 3 lots, same day | 5K | $64K |
| Oct 28, 2025 | Kleiser Kirk E. | Director | Buy (P) 2 lots, same day | 5K | $64K |
| Jun 11, 2025 | Kleiser Kirk E. | Director | Buy (P) 4 lots, same day | 2K | $21K |
| Dec 3, 2024 | Zanco Joseph B | PRESIDENT AND CEO, Director | Buy (P) | 6K | $74K |
| Dec 2, 2024 | Zanco Joseph B | PRESIDENT AND CEO, Director | Buy (P) | 8K | $98K |
| Nov 22, 2024 | Kleiser Kirk E. | Director | Buy (P) | 2K | $22K |
| Nov 1, 2023 | Kleiser Kirk E. | Director | Buy (P) | 2K | $19K |
| May 19, 2023 | Bellard Ted D. | Director | Buy (P) | 4 | $41 |
| May 18, 2023 | Bellard Ted D. | Director | Buy (P) 2 lots, same day | 4K | $41K |
| May 16, 2023 | Bellard Ted D. | Director | Buy (P) 2 lots, same day | 6K | $58K |
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 | 6 | 5 | – |
Insiders Form 4 open-market | 1 | 1 | +$4K |
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 CLST
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.