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/CNM/capital-change-brief"
Use Arkolith's capital_change_brief for CNM. 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. | $948.8M | 19.2M | ▲+1.5% Added · +278K sh | Q1 2026 | |
| 2 | VANGUARD CAPITAL MANAGEMENT LLC | $418.2M | 8.5M | ▲New +8.5M sh | Q1 2026 | |
| 3 | VANGUARD PORTFOLIO MANAGEMENT LLC | $386.3M | 7.8M | ▲New +7.8M sh | Q1 2026 | |
| 4 | Pictet Asset Management Holding SA | $321.8M | 6.5M | ▼−12% Reduced · −927K sh | Q1 2026 | |
| 5 | FIRST TRUST ADVISORS LP | $302.9M | 6.1M | ▲+15% Added · +813K sh | Q1 2026 | |
| 6 | STATE STREET CORP | $285.5M | 5.8M | ▲+0.8% Added · +46K sh | Q1 2026 | |
| 7 | ROYAL LONDON ASSET MANAGEMENT LTD | $284.2M | 5.8M | ▲+1.1% Added · +64K sh | Q1 2026 | |
| 8 | MORGAN STANLEY | $268.5M | 5.4M | ▼−63% Reduced · −9.2M sh | Q1 2026 | |
| 9 | FMR LLC | $266.9M | 5.4M | ▼−15% Reduced · −951K sh | Q1 2026 | |
| 10 | D. E. Shaw & Co., Inc. | $189.9M | 3.8M | ▲+55% Added · +1.4M sh | Q1 2026 | |
| 11 | GEODE CAPITAL MANAGEMENT, LLC | $185.3M | 3.8M | ▲+2.9% Added · +106K sh | Q1 2026 | |
| 12 | JANUS HENDERSON GROUP PLC | $166.9M | 3.4M | ▼−27% Reduced · −1.2M sh | Q1 2026 | |
| 13 | Amundi | $150.7M | 3.1M | ▼−0.4% Reduced · −12K sh | Q1 2026 | |
| 14 | Impax Asset Management Group plc | $140.9M | 2.9M | ▼−0.7% Reduced · −21K sh | Q1 2026 | |
| 15 | Point72 Asset Management, L.P. | $140.4M | 2.8M | ▲+309% Added · +2.1M sh | Q1 2026 | |
| 16 | DIMENSIONAL FUND ADVISORS LP | $131.4M | 2.7M | ▲+6.1% Added · +152K sh | Q1 2026 | |
| 17 | FIDUCIARY MANAGEMENT INC /WI/ | $122.6M | 2.5M | ▼−5.0% Reduced · −130K sh | Q1 2026 | |
| 18 | SPRUCE HOUSE INVESTMENT MANAGEMENT LLC | $106.2M | 2.1M | —Held | Q1 2026 | |
| 19 | NORGES BANK | $108.3M | 2.1M | ▲+8.1% Added · +156K sh | Q4 2025 | |
| 20 | Findlay Park Partners LLP | $98.6M | 2.0M | ▲New +2.0M sh | Q1 2026 | |
| 21 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $96.5M | 2.0M | ▲+5.0% Added · +93K sh | Q1 2026 | |
| 22 | Forest Avenue Capital Management LP | $89.3M | 1.8M | ▼−3.8% Reduced · −72K sh | Q1 2026 | |
| 23 | SAMLYN CAPITAL, LLC | $87.5M | 1.8M | ▼−38% Reduced · −1.1M sh | Q1 2026 | |
| 24 | JPMORGAN CHASE & CO | $84.1M | 1.8M | ▼−5.6% Reduced · −104K sh | Q1 2026 | |
| 25 | ALLIANCEBERNSTEIN L.P. | $88.2M | 1.7M | ▼−5.3% Reduced · −94K 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 |
|---|---|---|---|---|---|
| Jul 6, 2026 | Hope James D | Director | Buy (P) | 2K | $95K |
| Jun 23, 2026 | NEWMAN MARGARET | Director | Grant (A) | 3K | $0 |
| Jun 23, 2026 | Hardwick M Susan | Director | Grant (A) | 3K | $0 |
| Jun 23, 2026 | Gipson Dennis G | Director | Grant (A) | 3K | $0 |
| Jun 23, 2026 | Buck Robert M | Director | Grant (A) | 3K | $0 |
| Jun 23, 2026 | MAZZARELLA KATHLEEN M | Director | Grant (A) | 3K | $0 |
| Jun 23, 2026 | Hope James D | Director | Grant (A) | 3K | $0 |
| Jun 23, 2026 | Kimbrough Orvin T | Director | Grant (A) | 3K | $0 |
| Jun 23, 2026 | Amirthalingam Bhavani | Director | Grant (A) | 3K | $0 |
| Jun 23, 2026 | Castellano James G | Director | Grant (A) | 3K | $0 |
| Jun 22, 2026 | Harper Carla D | Senior VP, Human Resources | Tax withholding (F) | 568 | $27K |
| Apr 17, 2026 | Bradbury Robyn L | Chief Financial Officer | Conversion (C) | 5K | $0 |
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 160 funds | $65.8B |
| NVIDIA CORPNVDA | 159 funds | $95.5B |
| AMAZON.COM INCAMZN | 159 funds | $50.8B |
| BROADCOM INCAVGO | 156 funds | $33.7B |
| ELI LILLY & COLLY | 154 funds | $16.8B |
| ALPHABET INC-CL AGOOGL | 153 funds | $43.0B |
| META PLATFORMS INC-CLASS AMETA | 152 funds | $29.4B |
| APPLE INCAAPL | 151 funds | $73.9B |
| JPMORGAN CHASE & COJPM | 151 funds | $21.1B |
| VISA INC-CLASS A SHARESV | 151 funds | $14.6B |
| MASTERCARD INC - AMA | 149 funds | $12.2B |
| BANK OF AMERICA CORPBAC | 148 funds | $6.8B |
Ranked by how many of CNM'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 CNM. 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.