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/CMS/capital-change-brief"
Use Arkolith's capital_change_brief for CMS. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | $2.6B | 33.6M | ▲+2.9% Added · +952K sh | Q1 2026 | |
| 2 | VANGUARD CAPITAL MANAGEMENT LLC | $1.5B | 19.9M | ▲New +19.9M sh | Q1 2026 | |
| 3 | VANGUARD PORTFOLIO MANAGEMENT LLC | $1.5B | 18.8M | ▲New +18.8M sh | Q1 2026 | |
| 4 | STATE STREET CORP | $1.4B | 18.1M | ▲+1.8% Added · +324K sh | Q1 2026 | |
| 5 | JPMORGAN CHASE & CO | $1.2B | 15.8M | ▼−5.2% Reduced · −861K sh | Q1 2026 | |
| 6 | GEODE CAPITAL MANAGEMENT, LLC | $659.2M | 8.5M | ▲+2.5% Added · +205K sh | Q1 2026 | |
| 7 | DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt | $631.1M | 8.1M | ▲+17% Added · +1.2M sh | Q1 2026 | |
| 8 | DEUTSCHE BANK AG\ | $600.9M | 7.7M | ▲+6.8% Added · +496K sh | Q1 2026 | |
| 9 | MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | $614.3M | 7.6M | ▼−7.8% Reduced · −642K sh | Q1 2026 | |
| 10 | VICTORY CAPITAL MANAGEMENT INC | $530.6M | 6.8M | ▼−7.4% Reduced · −547K sh | Q1 2026 | |
| 11 | WELLS FARGO & COMPANY/MN | $420.6M | 5.4M | ▼−3.6% Reduced · −202K sh | Q1 2026 | |
| 12 | AMERIPRISE FINANCIAL INC | $382.7M | 4.9M | ▲+0.7% Added · +32K sh | Q1 2026 | |
| 13 | GOLDMAN SACHS GROUP INC | $370.7M | 4.8M | ▲+17% Added · +685K sh | Q1 2026 | |
| 14 | MORGAN STANLEY | $365.7M | 4.7M | ▲+2.2% Added · +101K sh | Q1 2026 | |
| 15 | NORGES BANK | $316.1M | 4.5M | ▲+31% Added · +1.1M sh | Q4 2025 | |
| 16 | Pictet Asset Management Holding SA | $323.3M | 4.2M | ▲+17% Added · +596K sh | Q1 2026 | |
| 17 | BANK OF AMERICA CORP /DE/ | $284.6M | 3.7M | ▲+7.8% Added · +267K sh | Q1 2026 | |
| 18 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME | $241.2M | 3.1M | ▼−0.9% Reduced · −30K sh | Q1 2026 | |
| 19 | FIL Ltd | $235.5M | 3.0M | ▲+0.8% Added · +24K sh | Q1 2026 | |
| 20 | BARCLAYS PLC | $232.4M | 3.0M | ▲+369% Added · +2.4M sh | Q1 2026 | |
| 21 | NORTHERN TRUST CORP | $211.4M | 2.7M | ▼−3.2% Reduced · −91K sh | Q1 2026 | |
| 22 | PRICE T ROWE ASSOCIATES INC /MD/ | $201.4M | 2.6M | ▼−28% Reduced · −987K sh | Q1 2026 | |
| 23 | Legal & General Group Plc | $200.5M | 2.6M | ▼−2.6% Reduced · −69K sh | Q1 2026 | |
| 24 | Bank of New York Mellon Corp | $196.6M | 2.5M | ▼−4.9% Reduced · −132K sh | Q1 2026 | |
| 25 | REAVES W H & CO INC | $164.0M | 2.1M | ▲+1.3% Added · +27K 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 15, 2026 | MADDIPATI SRIKANTH | EVP/CFO | Grant (A) | 10K | $0 |
| May 26, 2026 | Hofmeister Brandon J. | Senior Vice President | Sell (S) | 3K | $223K |
| May 8, 2026 | RUSSELL JOHN G | Director | Grant (A) | 2K | $0 |
| May 8, 2026 | TANSKI RONALD J | Director | Grant (A) | 2K | $0 |
| May 8, 2026 | IZZO RALPH | Director | Grant (A) | 2K | $0 |
| May 8, 2026 | Wright Laura | Director | Grant (A) | 2K | $0 |
| May 8, 2026 | Leopold Diane | Director | Grant (A) | 2K | $0 |
| May 8, 2026 | Soto Myrna | Director | Grant (A) | 2K | $0 |
| May 8, 2026 | Butler Deborah H | Director | Grant (A) | 2K | $0 |
| May 8, 2026 | SHANK SUZANNE F. | Director | Grant (A) | 2K | $0 |
| May 8, 2026 | Keyes Richard Patrick | Director | Grant (A) | 2K | $0 |
| May 8, 2026 | Sznewajs John G | Director | Grant (A) | 2K | $0 |
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 260 funds | $255.4B |
| APPLE INCAAPL | 258 funds | $277.0B |
| AMAZON.COM INCAMZN | 258 funds | $195.6B |
| ELI LILLY & COLLY | 258 funds | $72.6B |
| NVIDIA CORPNVDA | 257 funds | $365.3B |
| META PLATFORMS INC-CLASS AMETA | 257 funds | $107.2B |
| BROADCOM INCAVGO | 256 funds | $143.6B |
| ALPHABET INC-CL AGOOGL | 255 funds | $161.4B |
| JPMORGAN CHASE & COJPM | 252 funds | $65.3B |
| MASTERCARD INC - AMA | 251 funds | $53.2B |
| VISA INC-CLASS A SHARESV | 250 funds | $54.5B |
| COSTCO WHOLESALE CORPCOST | 248 funds | $40.8B |
Ranked by how many of CMS'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 CMS. 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.