The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This stock page is the Follow view. The Build view lets your agent query CMU owners, fund changes, insider filings, and source links through REST or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/CMU"
Use Arkolith to show who owns CMU, which funds added or reduced it, and which SEC filings prove each claim.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | RIVERNORTH CAPITAL MANAGEMENT, LLC | $10.6M | 3.0M | ▲+12% Added · +325K sh | Q1 2026 | |
| 2 | Almitas Capital LLC | $5.4M | 1.5M | —Held | Q1 2026 | |
| 3 | MORGAN STANLEY | $2.5M | 711K | ▲+81% Added · +319K sh | Q1 2026 | |
| 4 | BANK OF AMERICA CORP /DE/ | $1.5M | 406K | —Held | Q1 2026 | |
| 5 | Allspring Global Investments Holdings, LLC | $1.4M | 377K | —Held | Q1 2026 | |
| 6 | Bank of New York Mellon Corp | $1.3M | 354K | ▲+11% Added · +36K sh | Q1 2026 | |
| 7 | GUGGENHEIM CAPITAL LLC | $1.1M | 316K | ▲New +316K sh | Q1 2026 | |
| 8 | Lido Advisors, LLC | $524K | 146K | —Held | Q1 2026 | |
| 9 | UBS Group AG | $464K | 130K | ▼−46% Reduced · −109K sh | Q1 2026 | |
| 10 | EVOLVE PRIVATE WEALTH, LLC | $327K | 91K | ▼−1.4% Reduced · −1K sh | Q1 2026 | |
| 11 | LPL Financial LLC | $216K | 60K | ▲+0.5% Added · +323 sh | Q1 2026 | |
| 12 | OSAIC HOLDINGS, INC. | $165K | 46K | ▼−28% Reduced · −18K sh | Q1 2026 | |
| 13 | RAYMOND JAMES FINANCIAL INC | $157K | 44K | ▼−8.8% Reduced · −4K sh | Q1 2026 | |
| 14 | Equitable Holdings, Inc. | $117K | 33K | ▲+1.9% Added · +611 sh | Q1 2026 | |
| 15 | Pathstone Holdings, LLC | $111K | 31K | —Held | Q1 2026 | |
| 16 | Cetera Investment Advisers | $108K | 30K | —Held | Q1 2026 | |
| 17 | CITADEL ADVISORS LLC | $98K | 27K | ▲+49% Added · +9K sh | Q1 2026 | |
| 18 | Rockefeller Capital Management L.P. | $72K | 20K | —Held | Q1 2026 | |
| 19 | MERCER GLOBAL ADVISORS INC /ADV | $66K | 19K | ▲New +19K sh | Q1 2026 | |
| 20 | HighTower Advisors, LLC | $62K | 17K | ▲New +17K sh | Q1 2026 | |
| 21 | Fisher Asset Management, LLC | $60K | 17K | ▲New +17K sh | Q1 2026 | |
| 22 | Kestra Advisory Services, LLC | $46K | 13K | —Held | Q1 2026 | |
| 23 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $42K | 12K | ▼−14% Reduced · −2K sh | Q1 2026 | |
| 24 | Mesirow Financial Investment Management, Inc. | $42K | 12K | ▲+1.4% Added · +162 sh | Q1 2026 | |
| 25 | Integrated Wealth Concepts LLC | $42K | 12K | —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.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Jun 8, 2026 | JPMorgan Chase Bank, N.A. | 10% Owner | Other (J) | 330 | — |
| Jan 20, 2026 | GOLDSTEIN PHILLIP | 10% Owner | Buy (P) | 678 | $2K |
| Company | Co-held by | Combined value |
|---|---|---|
| APPLE INCAAPL | 14 funds | $7.7B |
| MICROSOFT CORPMSFT | 14 funds | $6.6B |
| NVIDIA CORPNVDA | 13 funds | $9.3B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 13 funds | $7.6B |
| ISHARES CORE S&P 500 ETFIVV | 13 funds | $6.7B |
| AMAZON.COM INCAMZN | 13 funds | $5.5B |
| ALPHABET INC-CL AGOOGL | 13 funds | $4.0B |
| BROADCOM INCAVGO | 13 funds | $3.7B |
| ALPHABET INC-CL CGOOG | 13 funds | $3.1B |
| META PLATFORMS INC-CLASS AMETA | 13 funds | $2.9B |
| JPMORGAN CHASE & COJPM | 13 funds | $2.5B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 13 funds | $2.4B |
Ranked by how many of CMU'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 CMU. 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.