| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Battery Management Corp. | $13.9M | 2.4M | —Held | Q1 2026 | |
| 2 | NEA Management Company, LLC | $9.9M | 1.7M | —Held | Q1 2026 | |
| 3 | TOCQUEVILLE ASSET MANAGEMENT L.P. | $1.8M | 320K | —Held | Q1 2026 | |
| 4 | VANGUARD CAPITAL MANAGEMENT LLC | $1.7M | 300K | →First observed position No prior filed position | Q1 2026 | |
| 5 | MORGAN STANLEY | $1.4M | 242K | ▲+5.5% Added · +13K sh | Q1 2026 | |
| 6 | RENAISSANCE TECHNOLOGIES LLC | $837K | 146K | ▼−6.0% Reduced · −9K sh | Q1 2026 | |
| 7 | BlackRock, Inc. | $712K | 124K | ▲+0.9% Added · +1K sh | Q1 2026 | |
| 8 | GEODE CAPITAL MANAGEMENT, LLC | $444K | 77K | ▲+1.8% Added · +1K sh | Q1 2026 | |
| 9 | NORTHERN TRUST CORP | $264K | 46K | ▼−0.5% Reduced · −214 sh | Q1 2026 | |
| 10 | HighTower Advisors, LLC | $202K | 35K | —Held | Q1 2026 | |
| 11 | VANGUARD FIDUCIARY TRUST CO | $190K | 33K | →First observed position No prior filed position | Q1 2026 | |
| 12 | STATE STREET CORP | $151K | 26K | —Held | Q1 2026 | |
| 13 | DIMENSIONAL FUND ADVISORS LP | $138K | 24K | ▼−5.4% Reduced · −1K sh | Q1 2026 | |
| 14 | BANK OF AMERICA CORP /DE/ | $126K | 22K | ▼−0.7% Reduced · −152 sh | Q1 2026 | |
| 15 | Bank of New York Mellon Corp | $124K | 22K | ▼−19% Reduced · −5K sh | Q1 2026 | |
| 16 | Mesirow Financial Investment Management, Inc. | $91K | 16K | ▲+53% Added · +6K sh | Q1 2026 | |
| 17 | Vanguard Global Advisers, LLC | $12K | 2K | →First observed position No prior filed position | Q1 2026 | |
| 18 | JPMORGAN CHASE & CO | $64 | 11 | —Held | Q1 2026 | |
| 19 | Cassaday & Co Wealth Management LLC | $58 | 10 | ▲New +10 sh | Q1 2026 | |
| 20 | SBI Securities Co., Ltd. | $23 | 4 | —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.
| Company | Co-held by | Combined value |
|---|---|---|
| NVIDIA CORPNVDA | 6 funds | $2.0B |
| APPLE INCAAPL | 6 funds | $1.9B |
| MICROSOFT CORPMSFT | 6 funds | $1.3B |
| ALPHABET INC-CL CGOOG | 6 funds | $1.1B |
| AMAZON.COM INCAMZN | 6 funds | $978.0M |
| ALPHABET INC-CL AGOOGL | 6 funds | $826.7M |
| BROADCOM INCAVGO | 6 funds | $671.5M |
| JPMORGAN CHASE & COJPM | 6 funds | $591.6M |
| SS SPDR S&P 500 ETF TRUST-USSPY | 6 funds | $541.0M |
| ISHARES CORE S&P 500 ETFIVV | 6 funds | $493.2M |
| META PLATFORMS INC-CLASS AMETA | 6 funds | $479.9M |
| VANGUARD S&P 500 ETFVOO | 6 funds | $433.3M |
Ranked by how many of CSBR's institutional holders also hold each name, a cross-fund conviction signal.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Jan 12, 2024 | Mendelson Daniel Newman | Director | Buy (P) | 1K | $7K |
| Jan 11, 2024 | Mendelson Daniel Newman | Director | Buy (P) | 2K | $13K |
| Jan 10, 2024 | Mendelson Daniel Newman | Director | Buy (P) | 3K | $19K |
| Jan 9, 2024 | Mendelson Daniel Newman | Director | Buy (P) | 3K | $19K |
| Jan 8, 2024 | Mendelson Daniel Newman | Director | Buy (P) | 1K | $6K |
| Jan 5, 2024 | Mendelson Daniel Newman | Director | Buy (P) | 2K | $12K |
| Jan 4, 2024 | Mendelson Daniel Newman | Director | Buy (P) | 3K | $18K |
| Jan 3, 2024 | Mendelson Daniel Newman | Director | Buy (P) | 500 | $3K |
| Dec 21, 2023 | Mendelson Daniel Newman | Director | Buy (P) | 3K | $12K |
| Dec 20, 2023 | Mendelson Daniel Newman | Director | Buy (P) | 2K | $10K |
| Dec 19, 2023 | Mendelson Daniel Newman | Director | Buy (P) | 5K | $24K |
| Oct 11, 2023 | Mendelson Daniel Newman | Director | Buy (P) | 5K | $32K |
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/CSBR/capital-change-brief"
Use Arkolith's capital_change_brief for CSBR. 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 CSBR. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.