Among active 13F managers last quarter, 9 opened and 15 added, while 9 reduced; the largest holder to move was AllianceBernstein L.P. (+2.9%). No open-market insider trades in the last 180 days.
Funds lean in and no leg opposes.
117 tracked 13F filers disclose a position in COFS as of the latest SEC 13F filings, a combined $216.2M 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 | BlackRock, Inc. | 1.1M | $37.0M | ▲+13% Added · +124K sh | Q2 2026 | |
| 2 | Northern Trust Corp | 692K | $19.5M | ▲+467% Added · +570K sh | Q1 2026 | |
| 3 | Vanguard Capital Management LLC | 624K | $21.2M | ▼−1.4% Reduced · −9K sh | Q2 2026 | |
| 4 | State Street Corp | 447K | $15.2M | ▲+39% Added · +126K sh | Q2 2026 | |
| 5 | Geode Capital Management, LLC | 381K | $13.0M | ▲+8.6% Added · +30K sh | Q2 2026 | |
| 6 | AllianceBernstein L.P. | 358K | $10.6M | ▲+2.9% Added · +10K sh | Q1 2026 | |
| 7 | Dimensional Fund Advisors LP | 240K | $6.8M | ▲+18% Added · +38K sh | Q1 2026 | |
| 8 | Hotchkis & Wiley Capital Management LLC | 227K | $7.7M | ▲+0.5% Added · +1K sh | Q2 2026 | |
| 9 | ProShare Advisors LLC | 221K | $6.2M | ▲+15% Added · +29K sh | Q1 2026 | |
| 10 | Manufacturers Life Insurance Company, The | 221K | $6.2M | ▼−1.2% Reduced · −3K sh | Q1 2026 | |
| 11 | Goldman Sachs Group Inc | 158K | $4.5M | ▲+56% Added · +57K sh | Q1 2026 | |
| 12 | Gendell Jeffrey L | 149K | $5.1M | —Held | Q2 2026 | |
| 13 | Two Sigma Investments, LP | 147K | $4.1M | ▼−20% Reduced · −36K sh | Q1 2026 | |
| 14 | Morgan Stanley | 124K | $3.5M | ▼−3.7% Reduced · −5K sh | Q1 2026 | |
| 15 | Vanguard Portfolio Management LLC | 102K | $3.5M | ▲+24% Added · +20K sh | Q2 2026 | |
| 16 | American Century Companies Inc | 94K | $2.6M | ▲+16% Added · +13K sh | Q1 2026 | |
| 17 | Vanguard Fiduciary Trust Co | 92K | $3.1M | ▲+4.3% Added · +4K sh | Q2 2026 | |
| 18 | Segall Bryant & Hamill, LLC | 87K | $3.0M | ▲New +87K sh | Q2 2026 | |
| 19 | Marshall Wace, LLP | 85K | $2.4M | ▼−37% Reduced · −49K sh | Q1 2026 | |
| 20 | Bridgeway Capital Management, LLC | 75K | $2.5M | ▲+4.5% Added · +3K sh | Q2 2026 | |
| 21 | Qube Research & Technologies Ltd | 69K | $1.9M | ▲+77% Added · +30K sh | Q1 2026 | |
| 22 | Bank of New York Mellon Corp | 62K | $1.8M | ▲+3.5% Added · +2K sh | Q1 2026 | |
| 23 | Nuveen, LLC | 56K | $1.6M | ▲+181% Added · +36K sh | Q1 2026 | |
| 24 | LPL Financial LLC | 53K | $1.5M | ▼−0.6% Reduced · −336 sh | Q1 2026 | |
| 25 | First Trust Advisors LP | 49K | $1.4M | ▼−0.9% Reduced · −437 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, 9 funds opened a new position in COFS and 15 added to an existing one, while 9 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 |
|---|---|---|
| Microsoft CorpMSFT | 47 funds | $124.0B |
| Apple IncAAPL | 46 funds | $143.0B |
| Amazon.com IncAMZN | 46 funds | $95.3B |
| Alphabet Inc-CL AGOOGL | 46 funds | $86.1B |
| RTX CorpRTX | 46 funds | $8.8B |
| Nvidia CorpNVDA | 45 funds | $200.7B |
| Visa Inc-Class A SharesV | 45 funds | $30.2B |
| JPMorgan Chase & CoJPM | 45 funds | $28.3B |
| Chevron CorpCVX | 45 funds | $11.8B |
| Lockheed Martin CorpLMT | 45 funds | $5.3B |
| Eli Lilly & CoLLY | 44 funds | $40.9B |
| Advanced Micro DevicesAMD | 44 funds | $31.9B |
Ranked by how many of COFS's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in COFS.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Mar 12, 2026 | Greenland Adom | Secretary | Buy (P) | 500 | $14K |
| Mar 11, 2026 | Burrough Eric E | Director | Buy (P) | 5K | $138K |
| Mar 6, 2026 | McConnell Gregory A | Director | Buy (P) | 1K | $29K |
| Mar 3, 2026 | McGinnis Bradley F. | Director | Buy (P) | 1K | $29K |
| Feb 27, 2026 | Burke Michael J. Jr. | President, Director | Buy (P) | 250 | $7K |
| Feb 13, 2026 | McConnell Gregory A | Director | Buy (P) 2 lots, same day | 2K | $45K |
| Feb 11, 2026 | Petty Brian P | Director | Sell (S) | 15K | $443K |
| Nov 17, 2025 | Burrough Eric E | Director | Buy (P) | 5K | $143K |
| Mar 14, 2025 | Coulter Curt E | Director | Buy (P) | 10 | $298 |
| Feb 18, 2025 | McGinnis Bradley F. | Director | Buy (P) | 1K | $33K |
| Aug 9, 2024 | Burke Michael J Jr | President, Director | Buy (P) | 500 | $13K |
| Aug 5, 2024 | Potes Kelly | Chief Executive Officer, Director | Buy (P) 2 lots, same day | 2K | $53K |
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 | 38 | 27 | – |
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 COFS
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/COFS/capital-change-brief"
Use Arkolith's capital_change_brief for COFS. 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 COFS. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.