Among active 13F managers last quarter, 13 opened and 13 added, while 7 reduced; the largest holder to move was Beach Point Capital Management LP (−3.1%). Over the last 180 days, 4 insiders bought and 2 insiders sold, a net +$100K in open-market trades.
Funds lean in and no leg opposes.
95 tracked 13F filers disclose a position in CTEV as of the latest SEC 13F filings, a combined $419.2M 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 | H&F Corporate Investors VIII, Ltd. | 3.9M | $132.6M | —Held | Q2 2026 | |
| 2 | Ares Management LLC | 1.9M | $63.6M | —Held | Q2 2026 | |
| 3 | Arini Capital Management Ltd | 1.5M | $52.3M | —Held | Q2 2026 | |
| 4 | Public Investment Fund | 1.3M | $20.9M | —Held | Q1 2026 | |
| 5 | Beach Point Capital Management LP | 771K | $26.3M | ▼−3.1% Reduced · −25K sh | Q2 2026 | |
| 6 | BlackRock, Inc. | 723K | $24.7M | ▲+23% Added · +135K sh | Q2 2026 | |
| 7 | CPV Partners, LLC | 495K | $16.9M | —Held | Q2 2026 | |
| 8 | Vanguard Capital Management LLC | 423K | $14.4M | ▼−1.6% Reduced · −7K sh | Q2 2026 | |
| 9 | Prudential Financial Inc | 354K | $5.8M | ▲+0.3% Added · +950 sh | Q1 2026 | |
| 10 | Barclays PLC | 242K | $4.0M | ▲21× Added · +230K sh | Q1 2026 | |
| 11 | Charles Schwab Investment Management Inc | 232K | $3.8M | ▼−12% Reduced · −30K sh | Q1 2026 | |
| 12 | Geode Capital Management, LLC | 225K | $7.7M | ▲+19% Added · +35K sh | Q2 2026 | |
| 13 | Caspian Capital LP | 181K | $6.2M | ▼−49% Reduced · −175K sh | Q2 2026 | |
| 14 | State Street Corp | 170K | $5.8M | ▲+9.5% Added · +15K sh | Q2 2026 | |
| 15 | Scoggin Management LP | 125K | $4.3M | ▲+41% Added · +36K sh | Q2 2026 | |
| 16 | Bank Of America Corp | 98K | $1.6M | ▲+147% Added · +58K sh | Q1 2026 | |
| 17 | Morgan Stanley | 97K | $1.6M | ▼−7.9% Reduced · −8K sh | Q1 2026 | |
| 18 | Oak Hill Advisors LP | 92K | $3.1M | —Held | Q2 2026 | |
| 19 | Vanguard Portfolio Management LLC | 81K | $2.8M | ▲+13% Added · +9K sh | Q2 2026 | |
| 20 | Aperture Investors, LLC | 81K | $2.8M | —Held | Q2 2026 | |
| 21 | Marshall Wace, LLP | 71K | $1.2M | ▲New +71K sh | Q1 2026 | |
| 22 | FAS Wealth Partners, Inc. | 67K | $2.3M | ▲+45% Added · +21K sh | Q2 2026 | |
| 23 | Allianz Asset Management GmbH | 67K | $1.1M | ▲+36% Added · +18K sh | Q1 2026 | |
| 24 | Northern Trust Corp | 66K | $1.1M | ▲+16% Added · +9K sh | Q1 2026 | |
| 25 | Vanguard Fiduciary Trust Co | 57K | $1.9M | ▲+1.4% Added · +767 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. 1 value row is withheld because the reported units disagree with same-security peers; share counts are unchanged.
Last quarter, 13 funds opened a new position in CTEV and 13 added to an existing one, while 7 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 |
|---|---|---|
| Nvidia CorpNVDA | 39 funds | $140.8B |
| Microsoft CorpMSFT | 39 funds | $79.1B |
| Amazon.com IncAMZN | 38 funds | $62.1B |
| Advanced Micro DevicesAMD | 38 funds | $26.0B |
| Unitedhealth Group IncUNH | 38 funds | $15.2B |
| Danaher CorpDHR | 38 funds | $4.5B |
| United Airlines Holdings IncUAL | 38 funds | $1.6B |
| Apple IncAAPL | 37 funds | $97.4B |
| Broadcom IncAVGO | 37 funds | $59.1B |
| Meta Platforms Inc-Class AMETA | 37 funds | $38.5B |
| Eli Lilly & CoLLY | 37 funds | $30.1B |
| Micron Technology IncMU | 37 funds | $23.3B |
Ranked by how many of CTEV's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in CTEV.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Aug 28, 2026 | Dalton Travis | Pres., CEO & Executive Chair, Director | Buy (P) | 2K | $75K |
| Aug 27, 2026 | Dalton Travis | Pres., CEO & Executive Chair, Director | Buy (P) | 5K | $175K |
| Aug 14, 2026 | Misencik Tiffani | SVP, Chief Growth Officer | Sell (S) | 9K | $355K |
| Aug 10, 2026 | Mintz William B. | SVP, Chief Strategy Officer | Sell (S) | 8K | $289K |
| Jun 9, 2026 | Carol Nutter | SVP, Chief People Officer | Buy (P) | 875 | $25K |
| May 19, 2026 | Prince John Michael | Director | Buy (P) | 10K | $160K |
| May 18, 2026 | Kim Michael | EVP, Chief Digital Officer | Buy (P) | 3K | $50K |
| May 18, 2026 | Dalton Travis | Pres., CEO & Executive Chair, Director | Buy (P) 2 lots, same day | 21K | $259K |
| Mar 16, 2026 | Garis Douglas Michael | EVP&CFO | Buy (P) | 1K | $23K |
| Mar 12, 2026 | Kim Michael | EVP, Chief Digital Officer | Buy (P) | 15K | $248K |
| Mar 2, 2026 | O'Neil Tara | SVP, General Counsel | Buy (P) | 750 | $10K |
| Feb 27, 2026 | Kim Michael | EVP, Chief Digital Officer | Buy (P) | 30K | $429K |
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 | 21 | – |
Insiders Form 4 open-market | 4 | 2 | +$100K |
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 CTEV
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/CTEV/capital-change-brief"
Use Arkolith's capital_change_brief for CTEV. 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 CTEV. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.