108 tracked 13F filers disclose a position in CMTG as of the latest SEC 13F filings, a combined $104.6M 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 | Neuberger Berman Group LLC | $20.8M | 8.8M | ▼~0% Reduced · −836 sh | Q1 2026 | |
| 2 | BlackRock, Inc. | $18.9M | 7.9M | ▼−3.2% Reduced · −259K sh | Q1 2026 | |
| 3 | VANGUARD CAPITAL MANAGEMENT LLC | $12.8M | 5.4M | →First observed position No prior filed position | Q1 2026 | |
| 4 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $7.3M | 3.1M | ▼−15% Reduced · −540K sh | Q1 2026 | |
| 5 | GEODE CAPITAL MANAGEMENT, LLC | $6.5M | 2.7M | ▲+4.4% Added · +117K sh | Q1 2026 | |
| 6 | STATE STREET CORP | $5.1M | 2.1M | ▲+2.7% Added · +56K sh | Q1 2026 | |
| 7 | HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | $4.4M | 1.8M | ▲+0.8% Added · +14K sh | Q1 2026 | |
| 8 | GRATIA CAPITAL, LLC | $4.0M | 1.7M | —Held | Q1 2026 | |
| 9 | CITIGROUP INC | $2.6M | 1.1M | ▲517× Added · +1.1M sh | Q1 2026 | |
| 10 | VANGUARD FIDUCIARY TRUST CO | $2.0M | 855K | →First observed position No prior filed position | Q1 2026 | |
| 11 | D. E. Shaw & Co., Inc. | $2.0M | 837K | ▲+2.1% Added · +18K sh | Q1 2026 | |
| 12 | NORTHERN TRUST CORP | $1.9M | 792K | ▲+2.2% Added · +17K sh | Q1 2026 | |
| 13 | VANGUARD PORTFOLIO MANAGEMENT LLC | $1.7M | 721K | →First observed position No prior filed position | Q1 2026 | |
| 14 | MACQUARIE GROUP LTD | $1.1M | 453K | ▲New +453K sh | Q1 2026 | |
| 15 | GOLDMAN SACHS GROUP INC | $847K | 356K | ▼−8.2% Reduced · −32K sh | Q1 2026 | |
| 16 | Caption Management, LLC | $799K | 336K | ▼−1.2% Reduced · −4K sh | Q1 2026 | |
| 17 | JPMORGAN CHASE & CO | $726K | 305K | ▼−32% Reduced · −143K sh | Q1 2026 | |
| 18 | JANE STREET GROUP, LLC | $699K | 294K | ▲+17% Added · +42K sh | Q1 2026 | |
| 19 | Bank of New York Mellon Corp | $698K | 293K | ▼−3.3% Reduced · −10K sh | Q1 2026 | |
| 20 | AQR CAPITAL MANAGEMENT LLC | $683K | 287K | ▲+4.0% Added · +11K sh | Q1 2026 | |
| 21 | UBS Group AG | $579K | 243K | ▲+72% Added · +102K sh | Q1 2026 | |
| 22 | Nuveen, LLC | $573K | 241K | ▲+21% Added · +42K sh | Q1 2026 | |
| 23 | PRUDENTIAL FINANCIAL INC | $559K | 235K | ▼−43% Reduced · −176K sh | Q1 2026 | |
| 24 | CITADEL ADVISORS LLC | $549K | 231K | ▼−29% Reduced · −96K sh | Q1 2026 | |
| 25 | AMERIPRISE FINANCIAL INC | $543K | 228K | ▲+1.9% Added · +4K 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, 7 funds opened a new position in CMTG and 13 added to an existing one, while 14 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 |
|---|---|---|
| MICROSOFT CORPMSFT | 35 funds | $16.8B |
| AMAZON.COM INCAMZN | 33 funds | $12.8B |
| BROADCOM INCAVGO | 33 funds | $8.9B |
| ALPHABET INC-CL CGOOG | 33 funds | $8.0B |
| META PLATFORMS INC-CLASS AMETA | 33 funds | $7.6B |
| TESLA INCTSLA | 33 funds | $5.9B |
| UNITEDHEALTH GROUP INCUNH | 33 funds | $2.6B |
| CITIGROUP INCC | 33 funds | $2.5B |
| BANK OF AMERICA CORPBAC | 33 funds | $1.9B |
| WELLS FARGO & COWFC | 33 funds | $1.8B |
| US BANCORPUSB | 33 funds | $1.4B |
| MORGAN STANLEYMS | 33 funds | $1.4B |
Ranked by how many of CMTG's institutional holders also hold each name, a cross-fund conviction signal.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| 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 |
| May 28, 2024 | Siegel Jeffrey D | SEE REMARKS | Buy (P) | 5K | $36K |
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 + end-of-day price history + the live filing stream, joined for CMTG. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.