COLTX

Columbia TTL RTRN Muni-A Cross-source read$11.26 0.27%
UnclassifiedCUSIP 19765L850· EOD Sep 11, 2026

Among active 13F managers last quarter, 2 added and none reduced or exited; the largest holder to move was Private Capital Advisors, Inc. (+1.0%). No recent Form 4 insider filings for COLTX.

Tracked 13F holders
2
2 in Q2 2026 filings
13F value (tracked)
$1.1M
Smart-money readBullish
Net sellingNet buying
Funds · active managers, latest 13F
2 adding · 0 trimming
Insiders · Form 4 open-market, 180d
0 buying · 0 selling
US House · STOCK Act, 180d
0 buying · 0 selling

Funds lean in and no leg opposes.

Price & smart-money activity

$11.26 0.27%5Y -17.9%
$10.50$11.37$12.23$13.09$13.962021202220232024202520262222
Hover for who · click for detailEnd-of-day closing prices52w $11.23 – $11.90

Who owns COLTX?

2 tracked 13F filers · ranked by shares held

2 tracked 13F filers disclose a position in COLTX as of the latest SEC 13F filings, a combined $1.1M 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.

#FundSharesPosition valueLast moveAs ofHistory
1Private Capital Advisors, Inc.83K
$990K
+1.0%
Added · +838 sh
Q2 2026
2Richardson Financial Services Inc.7K
$83K
+1.0%
Added · +70 sh
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.

Is COLTX being bought or sold by institutions?

Last quarter, 2 funds added to an existing position in COLTX, 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).

Added
2
added to an existing position
Biggest moves · ranked by size of the change, positions above a floor

Funds that own COLTX also own

CompanyCo-held byTheir position there
Eli Lilly & CoLLY2 funds$493.8M
Apple IncAAPL2 funds$83.7M
Alphabet Inc-CL AGOOGL2 funds$69.4M
Palo Alto Networks IncPANW2 funds$47.8M
Nvidia CorpNVDA2 funds$42.4M
Caci International Inc -CL ACACI2 funds$27.7M
Microsoft CorpMSFT2 funds$27.3M
Tesla IncTSLA2 funds$26.4M
Meta Platforms Inc-Class AMETA2 funds$20.9M
Amazon.com IncAMZN2 funds$20.1M
Williams Cos IncWMB2 funds$19.1M
Union Pacific CorpUNP2 funds$14.8M

Ranked by how many of COLTX's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in COLTX.

Insider activity (Form 4)

No open-market insider transactions on file yet. Grants, gifts, and exercises live on the full insider page.

Do institutions, insiders and Congress agree?

Mixed signals

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.

SEC EDGAR 13F + Form 4 + US House STOCK Act{ }get_ticker_confluence · API & MCP

Signals by source

Insiders and Congress: last 180 days. Funds: latest 13F, top 100 holders incl. passive

SourceBuyingSellingNet
13F funds
Top 100 holders by value, passive included; the hero counts active managers only
20
Insiders
Form 4 open-market
00$0
US House
STOCK Act trades
00$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.

Institutional ownership over time

2 tracked filers in Q2 2026 filings+0 vs Q1 2026
012Q3 2024Q1 2025Q3 2025Q1 2026Q2 2026
tracked filers holding their reported valueQ2 2026 filings: $1.1M
Each bar counts tracked filers with a position in that quarter's filings, so the newest bar excludes filers still on an earlier quarter. Arkolith's tracked universe has grown over this window; part of any long-run rise is coverage, not new buyers.

Recent filings

0 most recent

No filings captured for this ticker in the live stream yet.

Keep exploring

Connected entities for COLTX

Browse more

Build

Ask your agent what changed in COLTX

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.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/COLTX/capital-change-brief"
Ask your agent
Use Arkolith's capital_change_brief for COLTX.
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 COLTX. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.