195 tracked 13F filers disclose a position in CTS as of the latest SEC 13F filings, a combined $1.4B 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 | BlackRock, Inc. | $210.4M | 4.4M | ▲+0.4% Added · +17K sh | Q1 2026 | |
| 2 | WASATCH ADVISORS LP | $234.7M | 3.6M | ▲+81% Added · +1.6M sh | Q2 2026 | |
| 3 | EARNEST PARTNERS LLC | $81.9M | 1.7M | ▼−2.9% Reduced · −51K sh | Q1 2026 | |
| 4 | VANGUARD CAPITAL MANAGEMENT LLC | $59.2M | 1.2M | →First observed position No prior filed position | Q1 2026 | |
| 5 | DIMENSIONAL FUND ADVISORS LP | $58.7M | 1.2M | ▼−1.1% Reduced · −13K sh | Q1 2026 | |
| 6 | VANGUARD PORTFOLIO MANAGEMENT LLC | $57.9M | 1.2M | →First observed position No prior filed position | Q1 2026 | |
| 7 | GAMCO INVESTORS, INC. ET AL | $57.3M | 1.2M | ▼−3.0% Reduced · −37K sh | Q1 2026 | |
| 8 | STATE STREET CORP | $55.0M | 1.2M | ▲+1.4% Added · +16K sh | Q1 2026 | |
| 9 | FIDUCIARY MANAGEMENT INC /WI/ | $49.8M | 1.0M | ▼−3.9% Reduced · −42K sh | Q1 2026 | |
| 10 | BROWN ADVISORY INC | $48.8M | 1.0M | ▼−4.6% Reduced · −49K sh | Q1 2026 | |
| 11 | GEODE CAPITAL MANAGEMENT, LLC | $35.4M | 740K | ▲+0.9% Added · +7K sh | Q1 2026 | |
| 12 | Harvey Partners, LLC | $28.4M | 594K | ▲+9.3% Added · +50K sh | Q1 2026 | |
| 13 | ACK Asset Management LLC | $27.9M | 584K | ▲New +584K sh | Q1 2026 | |
| 14 | LONDON CO OF VIRGINIA | $25.6M | 536K | ▼−3.3% Reduced · −18K sh | Q1 2026 | |
| 15 | GABELLI FUNDS LLC | $22.4M | 470K | ▼−4.1% Reduced · −20K sh | Q1 2026 | |
| 16 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $20.3M | 426K | ▲+2.0% Added · +8K sh | Q1 2026 | |
| 17 | RENAISSANCE TECHNOLOGIES LLC | $18.5M | 388K | ▲+24% Added · +76K sh | Q1 2026 | |
| 18 | MORGAN STANLEY | $16.0M | 335K | ▲+3.6% Added · +12K sh | Q1 2026 | |
| 19 | NORTHERN TRUST CORP | $14.1M | 296K | ▲+4.4% Added · +13K sh | Q1 2026 | |
| 20 | Qube Research & Technologies Ltd | $13.5M | 282K | ▲+1.5% Added · +4K sh | Q1 2026 | |
| 21 | Bank of New York Mellon Corp | $11.2M | 234K | ▼−2.2% Reduced · −5K sh | Q1 2026 | |
| 22 | RAYMOND JAMES FINANCIAL INC | $10.6M | 222K | ▼−6.9% Reduced · −17K sh | Q1 2026 | |
| 23 | BANK OF AMERICA CORP /DE/ | $10.3M | 216K | ▲+7.9% Added · +16K sh | Q1 2026 | |
| 24 | VANGUARD FIDUCIARY TRUST CO | $9.1M | 191K | →First observed position No prior filed position | Q1 2026 | |
| 25 | TWO SIGMA INVESTMENTS, LP | $9.1M | 190K | ▲+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.
Last quarter, 10 funds opened a new position in CTS and 25 added to an existing one, while 19 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 |
|---|---|---|
| MICROSOFT CORPMSFT | 79 funds | $35.0B |
| APPLE INCAAPL | 78 funds | $40.9B |
| COSTCO WHOLESALE CORPCOST | 78 funds | $6.0B |
| NVIDIA CORPNVDA | 77 funds | $49.5B |
| AMAZON.COM INCAMZN | 77 funds | $25.9B |
| ELI LILLY & COLLY | 77 funds | $9.6B |
| BANK OF AMERICA CORPBAC | 77 funds | $4.0B |
| UNITEDHEALTH GROUP INCUNH | 77 funds | $3.9B |
| ALPHABET INC-CL AGOOGL | 76 funds | $23.3B |
| BROADCOM INCAVGO | 76 funds | $18.2B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 76 funds | $8.1B |
| VISA INC-CLASS A SHARESV | 76 funds | $7.2B |
Ranked by how many of CTS's institutional holders also hold each name, a cross-fund conviction signal.
| 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 |
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.