Among active 13F managers last quarter, 4 opened and 32 added, while 19 reduced; the largest holder to move was Wasatch Advisors LP (+81%). Over the last 180 days, 1 insider sold and none bought, a net -$8.5M in open-market trades.
The legs disagree, or only one of them leans.
237 tracked 13F filers disclose a position in CTS as of the latest SEC 13F filings, a combined $1.6B 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 | BlackRock, Inc. | 4.5M | $293.5M | ▲+2.2% Added · +97K sh | Q2 2026 | |
| 2 | Wasatch Advisors LP | 3.6M | $234.7M | ▲+81% Added · +1.6M sh | Q2 2026 | |
| 3 | Earnest Partners LLC | 1.7M | $107.7M | ▼−3.7% Reduced · −63K sh | Q2 2026 | |
| 4 | Vanguard Portfolio Management LLC | 1.3M | $82.2M | ▲+4.0% Added · +48K sh | Q2 2026 | |
| 5 | Dimensional Fund Advisors LP | 1.2M | $58.7M | ▼−1.1% Reduced · −13K sh | Q1 2026 | |
| 6 | Vanguard Capital Management LLC | 1.2M | $79.4M | ▼−1.8% Reduced · −22K sh | Q2 2026 | |
| 7 | Gamco Investors, Inc. Et Al | 1.2M | $57.3M | ▼−3.0% Reduced · −37K sh | Q1 2026 | |
| 8 | State Street Corp | 1.2M | $76.8M | ▲+2.2% Added · +26K sh | Q2 2026 | |
| 9 | Fiduciary Management Inc | 1.0M | $49.8M | ▼−3.9% Reduced · −42K sh | Q1 2026 | |
| 10 | Brown Advisory Inc | 1.0M | $48.8M | ▼−4.6% Reduced · −49K sh | Q1 2026 | |
| 11 | Geode Capital Management, LLC | 761K | $49.6M | ▲+2.8% Added · +21K sh | Q2 2026 | |
| 12 | Harvey Partners, LLC | 545K | $35.5M | ▼−8.3% Reduced · −49K sh | Q2 2026 | |
| 13 | London Co Of Virginia | 513K | $33.5M | ▼−4.3% Reduced · −23K sh | Q2 2026 | |
| 14 | Gabelli Funds LLC | 470K | $22.4M | ▼−4.1% Reduced · −20K sh | Q1 2026 | |
| 15 | Charles Schwab Investment Management Inc | 426K | $20.3M | ▲+2.0% Added · +8K sh | Q1 2026 | |
| 16 | Renaissance Technologies LLC | 388K | $18.5M | ▲+24% Added · +76K sh | Q1 2026 | |
| 17 | Morgan Stanley | 335K | $16.0M | ▲+3.6% Added · +12K sh | Q1 2026 | |
| 18 | Northern Trust Corp | 296K | $14.1M | ▲+4.4% Added · +13K sh | Q1 2026 | |
| 19 | Qube Research & Technologies Ltd | 282K | $13.5M | ▲+1.5% Added · +4K sh | Q1 2026 | |
| 20 | Bank of New York Mellon Corp | 234K | $11.2M | ▼−2.2% Reduced · −5K sh | Q1 2026 | |
| 21 | Raymond James Financial Inc | 222K | $10.6M | ▼−6.9% Reduced · −17K sh | Q1 2026 | |
| 22 | Bank Of America Corp | 216K | $10.3M | ▲+7.9% Added · +16K sh | Q1 2026 | |
| 23 | Price T Rowe Associates Inc | 212K | $13.9M | ▲+405% Added · +170K sh | Q2 2026 | |
| 24 | Vanguard Fiduciary Trust Co | 200K | $13.0M | ▲+4.8% Added · +9K sh | Q2 2026 | |
| 25 | Two Sigma Investments, LP | 190K | $9.1M | ▲+128% Added · +107K sh | 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. 1 value row is withheld because the reported units disagree with same-security peers; share counts are unchanged.
Last quarter, 4 funds opened a new position in CTS and 32 added to an existing one, while 19 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 |
|---|---|---|
| Microsoft CorpMSFT | 123 funds | $193.8B |
| Nvidia CorpNVDA | 121 funds | $305.7B |
| Amazon.com IncAMZN | 119 funds | $152.6B |
| Alphabet Inc-CL AGOOGL | 118 funds | $129.0B |
| JPMorgan Chase & CoJPM | 118 funds | $47.6B |
| Berkshire Hathaway Inc-CL BBRK/B | 118 funds | $29.5B |
| Costco Wholesale CorpCOST | 117 funds | $28.5B |
| Chevron CorpCVX | 117 funds | $23.2B |
| Eli Lilly & CoLLY | 116 funds | $66.4B |
| Visa Inc-Class A SharesV | 116 funds | $47.8B |
| Lam Research CorpLRCX | 116 funds | $33.5B |
| Meta Platforms Inc-Class AMETA | 115 funds | $82.7B |
Ranked by how many of CTS's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in CTS.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Jun 3, 2026 | O'Sullivan Kieran M | President & CEO, Director | Sell (S) | 23K | $1.5M |
| Jun 2, 2026 | O'Sullivan Kieran M | President & CEO, Director | Sell (S) | 60K | $4.0M |
| Jun 1, 2026 | O'Sullivan Kieran M | President & CEO, Director | Sell (S) | 47K | $3.0M |
| Feb 2, 2026 | Agrawal Ashish | CFO | Sell (S) | 25K | $1.3M |
| Dec 9, 2024 | O'Sullivan Kieran M | President & CEO, Director | Sell (S) | 7K | $374K |
| Dec 6, 2024 | O'Sullivan Kieran M | President & CEO, Director | Sell (S) | 8K | $463K |
| Dec 5, 2024 | O'Sullivan Kieran M | President & CEO, Director | Sell (S) | 10K | $526K |
| Dec 4, 2024 | O'Sullivan Kieran M | President & CEO, Director | Sell (S) | 13K | $710K |
| Dec 3, 2024 | O'Sullivan Kieran M | President & CEO, Director | Sell (S) | 10K | $579K |
| Dec 2, 2024 | O'Sullivan Kieran M | President & CEO, Director | Sell (S) | 32K | $1.8M |
| May 24, 2024 | Baumeister Martin | Senior Vice President | Sell (S) | 6K | $300K |
| May 1, 2024 | Agrawal Ashish | CFO | Sell (S) | 4K | $211K |
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 | 52 | 38 | – |
Insiders Form 4 open-market | 0 | 1 | -$8.5M |
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 CTS
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/CTS/capital-change-brief"
Use Arkolith's capital_change_brief for CTS. 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 CTS. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.