Among active 13F managers last quarter, 7 opened and none reduced or exited; the largest holder to move was Community Financial Services Group, LLC (new position). No open-market insider trades in the last 180 days.
Funds lean in and no leg opposes.
32 tracked 13F filers disclose a position in CMTV as of the latest SEC 13F filings, a combined $70.2M 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 | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Community Financial Services Group, LLC | 696K | $27.3M | ▲New +696K sh | Q2 2026 | |
| 2 | BlackRock, Inc. | 330K | $12.9M | ▲+369% Added · +260K sh | Q2 2026 | |
| 3 | Vanguard Capital Management LLC | 225K | $8.8M | ▼−4.0% Reduced · −9K sh | Q2 2026 | |
| 4 | Geode Capital Management, LLC | 130K | $5.1M | ▲+103% Added · +66K sh | Q2 2026 | |
| 5 | Silverlake Wealth Management LLC | 62K | $2.4M | ▼−0.5% Reduced · −327 sh | Q2 2026 | |
| 6 | AllianceBernstein L.P. | 62K | $1.9M | ▲New +62K sh | Q1 2026 | |
| 7 | Manufacturers Life Insurance Company, The | 62K | $1.9M | ▲New +62K sh | Q1 2026 | |
| 8 | State Street Corp | 56K | $2.2M | ▲+488% Added · +47K sh | Q2 2026 | |
| 9 | Millennium Management LLC | 41K | $1.3M | ▲New +41K sh | Q1 2026 | |
| 10 | Vanguard Portfolio Management LLC | 35K | $1.3M | ▲New +35K sh | Q2 2026 | |
| 11 | Vanguard Fiduciary Trust Co | 33K | $1.3M | ▲+4.7% Added · +1K sh | Q2 2026 | |
| 12 | Blair William & Co | 16K | $610K | —Held | Q2 2026 | |
| 13 | Bank Of America Corp | 13K | $416K | ▲New +13K sh | Q1 2026 | |
| 14 | Savant Capital, LLC | 12K | $481K | —Held | Q2 2026 | |
| 15 | Northern Trust Corp | 11K | $331K | ▲New +11K sh | Q1 2026 | |
| 16 | Bank Of Montreal | 10K | $317K | ▲New +10K sh | Q1 2026 | |
| 17 | Wells Fargo & Company | 10K | $298K | ▲New +10K sh | Q1 2026 | |
| 18 | Susquehanna International Group, LLP | 8K | $262K | ▲New +8K sh | Q1 2026 | |
| 19 | Morgan Stanley | 6K | $196K | ▲New +6K sh | Q1 2026 | |
| 20 | Kestra Advisory Services, LLC | 6K | $245K | ▼−3.4% Reduced · −221 sh | Q2 2026 | |
| 21 | Y-Intercept (Hong Kong) Ltd | 6K | $239K | ▲New +6K sh | Q2 2026 | |
| 22 | MetLife Investment Management, LLC | 3K | $126K | ▲New +3K sh | Q2 2026 | |
| 23 | Vanguard Global Advisers, LLC | 2K | $70K | ▼−45% Reduced · −1K sh | Q2 2026 | |
| 24 | Police & Firemen's Retirement System of New Jersey | 2K | $59K | ▲New +2K sh | Q2 2026 | |
| 25 | Addison Advisors LLC | 832 | $33K | —Held | Q2 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 CMTV, while none reduced or exited. 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 | 8 funds | $20.6B |
| Microsoft CorpMSFT | 8 funds | $16.7B |
| Apple IncAAPL | 8 funds | $13.1B |
| Amazon.com IncAMZN | 8 funds | $12.9B |
| Alphabet Inc-CL CGOOG | 8 funds | $12.8B |
| Ishares Core S&P 500 ETFIVV | 8 funds | $12.2B |
| Meta Platforms Inc-Class AMETA | 8 funds | $9.6B |
| Broadcom IncAVGO | 8 funds | $9.4B |
| Visa Inc-Class A SharesV | 8 funds | $6.6B |
| Eli Lilly & CoLLY | 8 funds | $5.1B |
| Netflix IncNFLX | 8 funds | $3.7B |
| Costco Wholesale CorpCOST | 8 funds | $2.6B |
Ranked by how many of CMTV's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in CMTV.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Mar 12, 2026 | Bonvechio Louise M | Executive VP & CFO | Buy (P) 2 lots, same day | 2K | $50K |
| Mar 10, 2026 | Lamberton Wayne | Director | Buy (P) | 130 | $4K |
| Mar 4, 2026 | Moore Jeffrey Lee | Director | Buy (P) | 100 | $3K |
| Mar 3, 2026 | Laforce David | Director | Buy (P) | 895 | $27K |
| Feb 20, 2026 | Laforce David | Director | Buy (P) | 140 | $4K |
| Feb 13, 2026 | Marvin Emma | Director | Buy (P) | 3K | $101K |
| Feb 4, 2026 | Bouffard David Mark | Director | Buy (P) | 500 | $16K |
| Feb 2, 2026 | Lamberton Wayne | Director | Buy (P) | 2K | $62K |
| Feb 2, 2026 | Caldwell Christopher L. | Pres/CEO/Dir of Company & Bank, Director | Buy (P) 2 lots, same day | 1K | $32K |
| Feb 2, 2026 | Conant Aminta K | Director | Buy (P) | 4K | $126K |
| Jan 14, 2026 | Brainard Nikole | PAO-Controller | Buy (P) | 100 | $2K |
| Jan 13, 2026 | Baker Bruce D | Director | Buy (P) | 180 | $5K |
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 | 4 | 4 | – |
Insiders Form 4 open-market | 0 | 0 | $0 |
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 CMTV
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/CMTV/capital-change-brief"
Use Arkolith's capital_change_brief for CMTV. 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 CMTV. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.