Among active 13F managers last quarter, 1 opened and 3 reduced; the largest holder to move was Tocqueville Asset Management L.P. (−7.5%). No open-market insider trades in the last 180 days.
Funds lean out and no leg opposes.
23 tracked 13F filers disclose a position in CSBR as of the latest SEC 13F filings, a combined $34.2M 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 | Battery Management Corp. | 2.4M | $14.9M | —Held | Q2 2026 | |
| 2 | NEA Management Company, LLC | 1.7M | $10.6M | —Held | Q2 2026 | |
| 3 | Vanguard Capital Management LLC | 301K | $1.9M | ▲+0.6% Added · +2K sh | Q2 2026 | |
| 4 | Tocqueville Asset Management L.P. | 296K | $1.8M | ▼−7.5% Reduced · −24K sh | Q2 2026 | |
| 5 | Morgan Stanley | 242K | $1.4M | ▲+5.5% Added · +13K sh | Q1 2026 | |
| 6 | Renaissance Technologies LLC | 146K | $837K | ▼−6.0% Reduced · −9K sh | Q1 2026 | |
| 7 | BlackRock, Inc. | 130K | $800K | ▲+4.8% Added · +6K sh | Q2 2026 | |
| 8 | Geode Capital Management, LLC | 76K | $470K | ▼−1.1% Reduced · −877 sh | Q2 2026 | |
| 9 | Northern Trust Corp | 46K | $264K | ▼−0.5% Reduced · −214 sh | Q1 2026 | |
| 10 | HighTower Advisors, LLC | 35K | $202K | —Held | Q1 2026 | |
| 11 | Vanguard Fiduciary Trust Co | 33K | $205K | ▲+0.7% Added · +247 sh | Q2 2026 | |
| 12 | State Street Corp | 26K | $161K | —Held | Q2 2026 | |
| 13 | Dimensional Fund Advisors LP | 24K | $138K | ▼−5.4% Reduced · −1K sh | Q1 2026 | |
| 14 | Bank Of America Corp | 22K | $126K | ▼−0.7% Reduced · −152 sh | Q1 2026 | |
| 15 | Bank of New York Mellon Corp | 22K | $124K | ▼−19% Reduced · −5K sh | Q1 2026 | |
| 16 | Citadel Advisors LLC | 18K | $113K | ▲New +18K sh | Q2 2026 | |
| 17 | Essex Investment Management Co LLC | 18K | $112K | ▼−0.1% Reduced · −28 sh | Q2 2026 | |
| 18 | Mesirow Financial Investment Management, Inc. | 16K | $97K | —Held | Q2 2026 | |
| 19 | Vanguard Global Advisers, LLC | 2K | $13K | —Held | Q2 2026 | |
| 20 | JPMorgan Chase & Co | 11 | $64 | —Held | Q1 2026 | |
| 21 | Cassaday & Co Wealth Management LLC | 10 | $62 | —Held | Q2 2026 | |
| 22 | SBI Securities Co., Ltd. | 4 | $25 | —Held | Q2 2026 | |
| 23 | FMR LLC | 1 | $5 | ▲New +1 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.
Last quarter, 1 fund opened a new position in CSBR, while 3 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 |
|---|---|---|
| Apple IncAAPL | 6 funds | $3.5B |
| Microsoft CorpMSFT | 6 funds | $1.8B |
| Alphabet Inc-CL AGOOGL | 6 funds | $1.7B |
| Micron Technology IncMU | 6 funds | $1.7B |
| Alphabet Inc-CL CGOOG | 6 funds | $1.4B |
| Berkshire Hathaway Inc-CL BBRK/B | 6 funds | $1.2B |
| JPMorgan Chase & CoJPM | 6 funds | $1.1B |
| Abbott LaboratoriesABT | 6 funds | $966.4M |
| Tesla IncTSLA | 6 funds | $710.2M |
| Coca-Cola CoKO | 6 funds | $693.8M |
| Colgate-Palmolive CoCL | 6 funds | $666.2M |
| Costco Wholesale CorpCOST | 6 funds | $545.1M |
Ranked by how many of CSBR's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in CSBR.
| 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 |
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 | 4 | 8 | – |
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 CSBR
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.