Among active 13F managers last quarter, 4 opened and 2 added, while 1 reduced; the largest holder to move was Sei Investments Co (−63%). Over the last 180 days, 4 insiders bought and 1 insider sold, a net +$22K in open-market trades.
Funds lean in and no leg opposes.
30 tracked 13F filers disclose a position in CTM as of the latest SEC 13F filings, a combined $4.9M 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 | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Vanguard Capital Management LLC | 3.1M | $2.2M | ▲+0.4% Added · +13K sh | Q2 2026 | |
| 2 | Geode Capital Management, LLC | 816K | $588K | ▼−14% Reduced · −129K sh | Q2 2026 | |
| 3 | Meridian Wealth Management, LLC | 786K | $463K | ▲+5.5% Added · +41K sh | Q1 2026 | |
| 4 | Vanguard Fiduciary Trust Co | 493K | $355K | ▲+18% Added · +74K sh | Q2 2026 | |
| 5 | State Street Corp | 304K | $219K | —Held | Q2 2026 | |
| 6 | BlackRock, Inc. | 265K | $191K | —Held | Q2 2026 | |
| 7 | Jane Street Group, LLC | 237K | $140K | ▼−31% Reduced · −107K sh | Q1 2026 | |
| 8 | Savvy Advisors, Inc. | 222K | $131K | —Held | Q1 2026 | |
| 9 | Northern Trust Corp | 182K | $107K | ▼−14% Reduced · −29K sh | Q1 2026 | |
| 10 | UBS Group AG | 154K | $91K | ▼−93% Reduced · −2.0M sh | Q1 2026 | |
| 11 | Sei Investments Co | 122K | $72K | ▼−63% Reduced · −211K sh | Q1 2026 | |
| 12 | Bridgeway Capital Management, LLC | 95K | $68K | —Held | Q2 2026 | |
| 13 | HUB Investment Partners, LLC | 57K | $41K | ▲New +57K sh | Q2 2026 | |
| 14 | Almanack Investment Partners, LLC. | 50K | $36K | —Held | Q2 2026 | |
| 15 | Two Sigma Securities, LLC | 41K | $29K | ▲+166% Added · +25K sh | Q2 2026 | |
| 16 | Arq Wealth Advisors, LLC | 35K | $23K | ▲New +35K sh | Q2 2026 | |
| 17 | Pathstone Holdings, LLC | 31K | $22K | —Held | Q2 2026 | |
| 18 | Vanguard Global Advisers, LLC | 27K | $20K | —Held | Q2 2026 | |
| 19 | Kestra Private Wealth Services, LLC | 27K | $20K | —Held | Q2 2026 | |
| 20 | Capital Advisors Inc | 22K | $16K | —Held | Q2 2026 | |
| 21 | ACT Advisors, LLC. | 21K | $15K | ▲New +21K sh | Q2 2026 | |
| 22 | Creative Planning | 20K | $12K | ▲+1.6% Added · +320 sh | Q1 2026 | |
| 23 | PKS Advisory Services, LLC | 19K | $14K | ▲Added Added · +19K sh | Q2 2026 | |
| 24 | Blue Trust, Inc. | 15K | $11K | —Held | Q2 2026 | |
| 25 | Welch Group, LLC | 10K | $6K | —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.
Last quarter, 4 funds opened a new position in CTM and 2 added to an existing one, while 1 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 | 13 funds | $5.1B |
| Microsoft CorpMSFT | 13 funds | $3.3B |
| Alphabet Inc-CL CGOOG | 13 funds | $2.1B |
| Broadcom IncAVGO | 13 funds | $1.8B |
| Alphabet Inc-CL AGOOGL | 13 funds | $1.5B |
| Meta Platforms Inc-Class AMETA | 13 funds | $1.3B |
| Eli Lilly & CoLLY | 13 funds | $954.0M |
| Visa Inc-Class A SharesV | 13 funds | $720.0M |
| Johnson & JohnsonJNJ | 13 funds | $710.9M |
| Applied Materials IncAMAT | 13 funds | $574.5M |
| Advanced Micro DevicesAMD | 13 funds | $540.5M |
| Abbvie IncABBV | 13 funds | $503.4M |
Ranked by how many of CTM's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in CTM.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Sep 9, 2026 | Merriman Andrew | Chief Operating Officer | Buy (P) 2 lots, same day | 50K | $31K |
| Jul 1, 2026 | Bell David T | Chief Financial Officer | Buy (P) | 1K | $736 |
| Jul 1, 2026 | Ives Glen R | President | Buy (P) | 1K | $772 |
| Jul 1, 2026 | Martin Tammy L | General Counsel and Secretary | Buy (P) | 1K | $736 |
| Jul 1, 2026 | Merriman Andrew | Chief Operating Officer | Buy (P) | 1K | $736 |
| Mar 27, 2026 | Ives Glen R | President | Buy (P) | 2K | $1K |
| Mar 27, 2026 | Merriman Andrew | Chief Operating Officer | Buy (P) | 2K | $1K |
| Mar 26, 2026 | Ives Glen R | President | Buy (P) | 10K | $7K |
| Mar 25, 2026 | McMillen Charles Thomas | Director | Sell (S) | 30K | $21K |
| Mar 18, 2026 | Merriman Andrew | Chief Operating Officer | Buy (P) | 3K | $2K |
| Mar 18, 2026 | McMillen Charles Thomas | Director | Sell (S) | 55K | $44K |
| Dec 19, 2025 | Wright Jay O | General Counsel, Secretary, Director | Sell (S) | 30K | $32K |
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 | 7 | 6 | – |
Insiders Form 4 open-market | 4 | 1 | +$22K |
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 CTM
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/CTM/capital-change-brief"
Use Arkolith's capital_change_brief for CTM. 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 CTM. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.