88 tracked 13F filers disclose a position in CTEV as of the latest SEC 13F filings, a combined $177.9M 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 | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | ARES MANAGEMENT LLC | $30.4M | 1.9M | —Held | Q1 2026 | |
| 2 | Arini Captial Management Ltd | $25.1M | 1.5M | ▲+2.0% Added · +31K sh | Q1 2026 | |
| 3 | PUBLIC INVESTMENT FUND | $20.9M | 1.3M | —Held | Q1 2026 | |
| 4 | Beach Point Capital Management LP | $26.3M | 771K | ▼−3.1% Reduced · −25K sh | Q2 2026 | |
| 5 | BlackRock, Inc. | $9.6M | 588K | ▲+4.7% Added · +26K sh | Q1 2026 | |
| 6 | CPV Partners, LLC | $8.1M | 495K | —Held | Q1 2026 | |
| 7 | VANGUARD CAPITAL MANAGEMENT LLC | $7.0M | 430K | →First observed position No prior filed position | Q1 2026 | |
| 8 | CASPIAN CAPITAL LP | $5.8M | 356K | ▲+43% Added · +106K sh | Q1 2026 | |
| 9 | PRUDENTIAL FINANCIAL INC | $5.8M | 354K | ▲+0.3% Added · +950 sh | Q1 2026 | |
| 10 | BARCLAYS PLC | $4.0M | 242K | ▲21× Added · +230K sh | Q1 2026 | |
| 11 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $3.8M | 232K | ▼−12% Reduced · −30K sh | Q1 2026 | |
| 12 | GEODE CAPITAL MANAGEMENT, LLC | $3.1M | 190K | ▲+6.7% Added · +12K sh | Q1 2026 | |
| 13 | STATE STREET CORP | $2.5M | 156K | ▼−2.9% Reduced · −5K sh | Q1 2026 | |
| 14 | BANK OF AMERICA CORP /DE/ | $1.6M | 98K | ▲+147% Added · +58K sh | Q1 2026 | |
| 15 | MORGAN STANLEY | $1.6M | 97K | ▼−7.9% Reduced · −8K sh | Q1 2026 | |
| 16 | OAK HILL ADVISORS LP | $1.5M | 92K | —Held | Q1 2026 | |
| 17 | Point72 Asset Management, L.P. | $1.5M | 89K | ▲+31% Added · +21K sh | Q1 2026 | |
| 18 | SCOGGIN MANAGEMENT LP | $1.4M | 89K | ▲New +89K sh | Q1 2026 | |
| 19 | Aperture Investors, LLC | $1.3M | 81K | —Held | Q1 2026 | |
| 20 | VANGUARD PORTFOLIO MANAGEMENT LLC | $1.2M | 72K | →First observed position No prior filed position | Q1 2026 | |
| 21 | MARSHALL WACE, LLP | $1.2M | 71K | ▲New +71K sh | Q1 2026 | |
| 22 | FAS Wealth Partners, Inc. | $2.3M | 67K | ▲+45% Added · +21K sh | Q2 2026 | |
| 23 | Allianz Asset Management GmbH | $1.1M | 67K | ▲+36% Added · +18K sh | Q1 2026 | |
| 24 | NORTHERN TRUST CORP | $1.1M | 66K | ▲+16% Added · +9K sh | Q1 2026 | |
| 25 | VANGUARD FIDUCIARY TRUST CO | $916K | 56K | →First observed position No prior filed position | 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.
Last quarter, 5 funds opened a new position in CTEV and 13 added to an existing one, while 7 reduced and 0 exited entirely — 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 | Combined value |
|---|---|---|
| NVIDIA CORPNVDA | 25 funds | $11.3B |
| AMAZON.COM INCAMZN | 25 funds | $6.6B |
| BROADCOM INCAVGO | 25 funds | $4.3B |
| META PLATFORMS INC-CLASS AMETA | 25 funds | $3.5B |
| MICROSOFT CORPMSFT | 24 funds | $7.3B |
| ALPHABET INC-CL AGOOGL | 24 funds | $4.8B |
| NETFLIX INCNFLX | 24 funds | $1.2B |
| VISTRA CORPVST | 24 funds | $390.0M |
| COSTCO WHOLESALE CORPCOST | 23 funds | $1.5B |
| CHEVRON CORPCVX | 23 funds | $1.5B |
| ADVANCED MICRO DEVICESAMD | 23 funds | $1.3B |
| PALANTIR TECHNOLOGIES INC-APLTR | 23 funds | $996.5M |
Ranked by how many of CTEV's institutional holders also hold each name, a cross-fund conviction signal.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| 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 | Dalton Travis | Pres., CEO & Executive Chair, Director | Buy (P) | 10K | $126K |
| May 18, 2026 | Dalton Travis | Pres., CEO & Executive Chair, Director | Buy (P) | 11K | $133K |
| May 18, 2026 | Kim Michael | EVP, Chief Digital Officer | Buy (P) | 3K | $50K |
| 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 |
| Feb 27, 2026 | Dalton Travis | Pres., CEO & Executive Chair, Director | Buy (P) | 15K | $200K |
| Nov 20, 2025 | Dalton Travis | Pres., CEO & Executive Chair, Director | Buy (P) | 5K | $250K |
| Nov 17, 2025 | Kim Michael | EVP, Chief Digital Officer | Buy (P) | 10K | $367K |
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.