Among active 13F managers last quarter, 8 opened and 20 added, while 8 reduced; the largest holder to move was Neuberger Berman Group LLC (+0.0%). Over the last 180 days, 1 insider bought and none sold, a net +$43K in open-market trades.
Funds lean in and no leg opposes.
111 tracked 13F filers disclose a position in CMTG as of the latest SEC 13F filings, a combined $109.8M 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 | Neuberger Berman Group LLC | 8.8M | $20.8M | ▼~0% Reduced · −836 sh | Q1 2026 | |
| 2 | BlackRock, Inc. | 7.9M | $18.9M | ▼−3.2% Reduced · −259K sh | Q1 2026 | |
| 3 | Vanguard Capital Management LLC | 5.4M | $12.8M | →New filer Inherited book · not a new buyer | Q1 2026 | |
| 4 | Charles Schwab Investment Management Inc | 3.1M | $7.3M | ▼−15% Reduced · −540K sh | Q1 2026 | |
| 5 | Geode Capital Management, LLC | 2.8M | $6.7M | ▲+3.4% Added · +92K sh | Q2 2026 | |
| 6 | State Street Corp | 2.2M | $5.2M | ▲+4.2% Added · +89K sh | Q2 2026 | |
| 7 | LM Asset Management Inc. | 1.8M | $4.3M | ▲+32% Added · +446K sh | Q2 2026 | |
| 8 | Hotchkis & Wiley Capital Management LLC | 1.8M | $4.4M | ▲+0.8% Added · +14K sh | Q1 2026 | |
| 9 | Gratia Capital, LLC | 1.7M | $4.0M | —Held | Q1 2026 | |
| 10 | Citigroup Inc | 1.1M | $2.6M | ▲517× Added · +1.1M sh | Q1 2026 | |
| 11 | Vanguard Fiduciary Trust Co | 855K | $2.0M | →New filer Inherited book · not a new buyer | Q1 2026 | |
| 12 | D. E. Shaw & Co., Inc. | 837K | $2.0M | ▲+2.1% Added · +18K sh | Q1 2026 | |
| 13 | Northern Trust Corp | 792K | $1.9M | ▲+2.2% Added · +17K sh | Q1 2026 | |
| 14 | Vanguard Portfolio Management LLC | 721K | $1.7M | →New filer Inherited book · not a new buyer | Q1 2026 | |
| 15 | Citadel Advisors LLC | 575K | $1.4M | ▲+149% Added · +345K sh | Q2 2026 | |
| 16 | Macquarie Group Ltd | 453K | $1.1M | ▲New +453K sh | Q1 2026 | |
| 17 | Goldman Sachs Group Inc | 356K | $847K | ▼−8.2% Reduced · −32K sh | Q1 2026 | |
| 18 | Caption Management, LLC | 336K | $799K | ▼−1.2% Reduced · −4K sh | Q1 2026 | |
| 19 | JPMorgan Chase & Co | 305K | $726K | ▼−32% Reduced · −143K sh | Q1 2026 | |
| 20 | Jane Street Group, LLC | 294K | $699K | ▲+17% Added · +42K sh | Q1 2026 | |
| 21 | Bank of New York Mellon Corp | 293K | $698K | ▼−3.3% Reduced · −10K sh | Q1 2026 | |
| 22 | AQR Capital Management LLC | 287K | $683K | ▲+4.0% Added · +11K sh | Q1 2026 | |
| 23 | UBS Group AG | 243K | $579K | ▲+72% Added · +102K sh | Q1 2026 | |
| 24 | Nuveen, LLC | 241K | $573K | ▲+21% Added · +42K sh | Q1 2026 | |
| 25 | Prudential Financial Inc | 235K | $559K | ▼−43% Reduced · −176K 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.
Last quarter, 8 funds opened a new position in CMTG and 20 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 |
|---|---|---|
| Nvidia CorpNVDA | 47 funds | $154.7B |
| Microsoft CorpMSFT | 47 funds | $105.5B |
| Alphabet Inc-CL AGOOGL | 47 funds | $56.5B |
| Bank Of America CorpBAC | 47 funds | $12.2B |
| Wells Fargo & CoWFC | 47 funds | $7.6B |
| Apple IncAAPL | 46 funds | $118.3B |
| Amazon.com IncAMZN | 46 funds | $73.1B |
| Alphabet Inc-CL CGOOG | 46 funds | $55.9B |
| Meta Platforms Inc-Class AMETA | 46 funds | $46.5B |
| Eli Lilly & CoLLY | 46 funds | $32.0B |
| Tesla IncTSLA | 46 funds | $25.7B |
| JPMorgan Chase & CoJPM | 46 funds | $23.7B |
Ranked by how many of CMTG's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in CMTG.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Aug 6, 2026 | McGillis Mike | PRESIDENT AND CFO, Director | Buy (P) | 25K | $43K |
| Mar 2, 2026 | McGillis Mike | PRESIDENT AND CFO, Director | Buy (P) | 20K | $47K |
| Feb 27, 2026 | Mack Richard | CEO AND CHAIRMAN, Director | Buy (P) | 50K | $121K |
| Feb 24, 2026 | Walter W Edward | Director | Buy (P) | 25K | $57K |
| Mar 13, 2025 | Mack Richard | CEO AND CHAIRMAN, Director | Buy (P) | 10K | $37K |
| Mar 12, 2025 | McGillis Mike | PRESIDENT AND CFO, Director | Buy (P) | 24K | $80K |
| Mar 12, 2025 | Richman Steven Leonard | Director | Buy (P) | 5K | $17K |
| Mar 12, 2025 | Mack Richard | CEO AND CHAIRMAN, Director | Buy (P) | 25K | $85K |
| Mar 10, 2025 | Mack Richard | CEO AND CHAIRMAN, Director | Buy (P) | 115K | $367K |
| May 29, 2024 | Mack Richard | CEO & CHAIRMAN, Director | Buy (P) | 40K | $276K |
| May 28, 2024 | Mack Richard | CEO & CHAIRMAN, Director | Buy (P) | 116K | $833K |
| May 28, 2024 | Walter W Edward | Director | Buy (P) | 7K | $50K |
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 | 38 | 31 | – |
Insiders Form 4 open-market | 1 | 0 | +$43K |
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 CMTG
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/CMTG/capital-change-brief"
Use Arkolith's capital_change_brief for CMTG. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + the live filing stream, joined for CMTG. Filings are public domain, sourced to SEC EDGAR.