This ETF 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/CRBN/capital-change-brief"
Use Arkolith's capital_change_brief for CRBN. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | $46.6M | 209K | ▲+0.5% Added · +973 sh | Q1 2026 | |
| 2 | ASPIRIANT, LLC | $26.6M | 119K | ▲+2.3% Added · +3K sh | Q1 2026 | |
| 3 | ALLIANZ SE | $24.3M | 109K | —Held | Q1 2026 | |
| 4 | BANK OF AMERICA CORP /DE/ | $23.7M | 106K | ▲+0.5% Added · +545 sh | Q1 2026 | |
| 5 | Investure, LLC | $23.2M | 104K | —Held | Q1 2026 | |
| 6 | ALLIANCEBERNSTEIN L.P. | $17.0M | 74K | ▲New +74K sh | Q1 2026 | |
| 7 | UBS Group AG | $15.0M | 67K | ▲+80% Added · +30K sh | Q1 2026 | |
| 8 | JPMORGAN CHASE & CO | $12.9M | 59K | ▼−4.4% Reduced · −3K sh | Q1 2026 | |
| 9 | BSW Wealth Partners | $14.0M | 55K | ▲+17% Added · +8K sh | Q2 2026 | |
| 10 | WELLS FARGO & COMPANY/MN | $7.7M | 35K | ▼−28% Reduced · −13K sh | Q1 2026 | |
| 11 | AMERIPRISE FINANCIAL INC | $7.1M | 32K | ▲+29% Added · +7K sh | Q1 2026 | |
| 12 | National Philanthropic Trust | $7.0M | 31K | ▲+4.3% Added · +1K sh | Q1 2026 | |
| 13 | ROYAL BANK OF CANADA | $6.6M | 30K | ▲+41% Added · +9K sh | Q1 2026 | |
| 14 | BlackRock, Inc. | $4.7M | 21K | ▲+0.5% Added · +110 sh | Q1 2026 | |
| 15 | AlTi Global, Inc. | $4.5M | 20K | ▼−13% Reduced · −3K sh | Q1 2026 | |
| 16 | COLDSTREAM CAPITAL MANAGEMENT INC | $4.0M | 18K | —Held | Q1 2026 | |
| 17 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $3.7M | 17K | ▼−39% Reduced · −10K sh | Q1 2026 | |
| 18 | LPL Financial LLC | $3.4M | 15K | ▼−3.0% Reduced · −478 sh | Q1 2026 | |
| 19 | Stonehearth Capital Management, LLC | $3.6M | 14K | ▲~0% Added · +4 sh | Q2 2026 | |
| 20 | Wealthfront Advisers LLC | $3.1M | 14K | ▼−1.1% Reduced · −155 sh | Q1 2026 | |
| 21 | OSAIC HOLDINGS, INC. | $2.8M | 12K | ▲+12% Added · +1K sh | Q1 2026 | |
| 22 | Midwest Financial Partners Investments, Inc. | $3.0M | 12K | ▲+4.7% Added · +535 sh | Q2 2026 | |
| 23 | MERCER GLOBAL ADVISORS INC /ADV | $2.4M | 11K | ▲+22% Added · +2K sh | Q1 2026 | |
| 24 | Gradient Investments LLC | $2.1M | 8K | ▲+4.0% Added · +316 sh | Q2 2026 | |
| 25 | JONES FINANCIAL COMPANIES LLLP | $1.7M | 8K | ▲+17% Added · +1K 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.
| Company | Co-held by | Combined value |
|---|---|---|
| VANGUARD S&P 500 ETFVOO | 38 funds | $11.0B |
| NVIDIA CORPNVDA | 37 funds | $13.3B |
| ISHARES CORE S&P 500 ETFIVV | 37 funds | $11.1B |
| MICROSOFT CORPMSFT | 37 funds | $10.7B |
| ALPHABET INC-CL AGOOGL | 37 funds | $7.9B |
| BROADCOM INCAVGO | 37 funds | $5.2B |
| ALPHABET INC-CL CGOOG | 37 funds | $5.2B |
| JPMORGAN CHASE & COJPM | 37 funds | $4.6B |
| META PLATFORMS INC-CLASS AMETA | 37 funds | $4.2B |
| VANGUARD VALUE ETFVTV | 37 funds | $4.2B |
| ISHARES CORE MSCI EAFE ETFIEFA | 37 funds | $4.1B |
| INVESCO QQQ TRUST SERIES 1QQQ | 37 funds | $3.7B |
Ranked by how many of CRBN's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).
No filings captured for this ticker in the live stream yet.
13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for CRBN. 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.