| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | $346.5M | 5.0M | ▼−0.1% Reduced · −7K sh | Q1 2026 | |
| 2 | STATE STREET CORP | $138.2M | 2.0M | ▲+8.6% Added · +158K sh | Q1 2026 | |
| 3 | DIMENSIONAL FUND ADVISORS LP | $134.9M | 1.9M | ▲+3.5% Added · +66K sh | Q1 2026 | |
| 4 | Hood River Capital Management LLC | $120.2M | 1.7M | ▲+0.3% Added · +6K sh | Q1 2026 | |
| 5 | VANGUARD CAPITAL MANAGEMENT LLC | $94.6M | 1.4M | ▲New +1.4M sh | Q1 2026 | |
| 6 | AMERICAN CENTURY COMPANIES INC | $76.7M | 1.1M | ▲+15% Added · +143K sh | Q1 2026 | |
| 7 | UBS Group AG | $71.4M | 1.0M | ▲+276% Added · +755K sh | Q1 2026 | |
| 8 | GEODE CAPITAL MANAGEMENT, LLC | $61.3M | 882K | ▲+16% Added · +124K sh | Q1 2026 | |
| 9 | PRICE T ROWE ASSOCIATES INC /MD/ | $51.2M | 738K | ▼−15% Reduced · −134K sh | Q1 2026 | |
| 10 | VANGUARD PORTFOLIO MANAGEMENT LLC | $44.6M | 643K | ▲New +643K sh | Q1 2026 | |
| 11 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $37.3M | 537K | ▲+2.4% Added · +13K sh | Q1 2026 | |
| 12 | Nuveen, LLC | $33.8M | 487K | ▼−14% Reduced · −77K sh | Q1 2026 | |
| 13 | Allspring Global Investments Holdings, LLC | $32.8M | 462K | ▲+9.5% Added · +40K sh | Q1 2026 | |
| 14 | NORTHERN TRUST CORP | $28.8M | 415K | ▲+2.2% Added · +9K sh | Q1 2026 | |
| 15 | GOLDMAN SACHS GROUP INC | $28.8M | 414K | ▲+50% Added · +139K sh | Q1 2026 | |
| 16 | MORGAN STANLEY | $28.5M | 410K | ▼−20% Reduced · −102K sh | Q1 2026 | |
| 17 | EMERALD ADVISERS, LLC | $23.8M | 343K | ▲+3.9% Added · +13K sh | Q1 2026 | |
| 18 | Tidal Investments LLC | $21.1M | 304K | ▼−4.7% Reduced · −15K sh | Q1 2026 | |
| 19 | Aristotle Capital Boston, LLC | $19.7M | 284K | ▲+5.3% Added · +14K sh | Q1 2026 | |
| 20 | SEI INVESTMENTS CO | $17.7M | 255K | ▲+41% Added · +74K sh | Q1 2026 | |
| 21 | EMERALD MUTUAL FUND ADVISERS TRUST | $16.8M | 242K | ▲+14% Added · +30K sh | Q1 2026 | |
| 22 | PRINCIPAL FINANCIAL GROUP INC | $16.7M | 240K | ▼−17% Reduced · −50K sh | Q1 2026 | |
| 23 | TWO SIGMA INVESTMENTS, LP | $16.2M | 233K | ▲+206% Added · +157K sh | Q1 2026 | |
| 24 | JPMORGAN CHASE & CO | $14.2M | 211K | ▼−52% Reduced · −225K sh | Q1 2026 | |
| 25 | VANGUARD FIDUCIARY TRUST CO | $14.3M | 206K | ▲New +206K 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.
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 84 funds | $40.2B |
| AMAZON.COM INCAMZN | 84 funds | $29.1B |
| BROADCOM INCAVGO | 84 funds | $22.3B |
| NVIDIA CORPNVDA | 83 funds | $58.4B |
| ALPHABET INC-CL AGOOGL | 83 funds | $26.5B |
| ELI LILLY & COLLY | 83 funds | $9.9B |
| APPLE INCAAPL | 82 funds | $45.2B |
| META PLATFORMS INC-CLASS AMETA | 82 funds | $17.7B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 82 funds | $8.8B |
| COSTCO WHOLESALE CORPCOST | 82 funds | $6.6B |
| PALANTIR TECHNOLOGIES INC-APLTR | 82 funds | $4.1B |
| UNITEDHEALTH GROUP INCUNH | 82 funds | $3.8B |
Ranked by how many of CUBI's institutional holders also hold each name, a cross-fund conviction signal.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| May 29, 2026 | Cunningham Lyle | Chief Banking Officer | Sell (S) | 48K | $3.6M |
| May 27, 2026 | SIDHU JAY S | Chairman, Director | Sell (S) | 60K | $4.6M |
| May 12, 2026 | Sidhu Samvir S. | CEO, Director | Buy (P) | 1K | $73K |
| May 11, 2026 | Watkins Philip | EVP, Head of Corp Development | Sell (S) | 3K | $227K |
| Dec 9, 2025 | Velasquez Jessie John Deano | Chief Accounting Officer | Sell (S) | 2K | $159K |
| Dec 3, 2025 | SIDHU JAY S | Chairman & CEO, Director | Sell (S) | 128K | $8.9M |
| Nov 25, 2025 | SIDHU JAY S | Chairman & CEO, Director | Sell (S) | 7K | $524K |
| Nov 24, 2025 | Watkins Philip | EVP, Head of Corp Development | Sell (S) | 3K | $189K |
| Nov 12, 2025 | SIDHU JAY S | Chairman & CEO, Director | Sell (S) | 3K | $172K |
| Nov 11, 2025 | SIDHU JAY S | Chairman & CEO, Director | Sell (S) | 25K | $1.7M |
| Nov 10, 2025 | SIDHU JAY S | Chairman & CEO, Director | Sell (S) | 14K | $934K |
| Nov 7, 2025 | Banks Bernard Bennett | Director | Sell (S) | 9K | $602K |
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/CUBI/capital-change-brief"
Use Arkolith's capital_change_brief for CUBI. 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 CUBI. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.