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/CVCO/capital-change-brief"
Use Arkolith's capital_change_brief for CVCO. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | $580.3M | 1.2M | ▼~0% Reduced · −395 sh | Q1 2026 | |
| 2 | STATE STREET CORP | $194.6M | 402K | ▲+3.1% Added · +12K sh | Q1 2026 | |
| 3 | VANGUARD CAPITAL MANAGEMENT LLC | $168.6M | 348K | ▲New +348K sh | Q1 2026 | |
| 4 | VANGUARD PORTFOLIO MANAGEMENT LLC | $153.9M | 318K | ▲New +318K sh | Q1 2026 | |
| 5 | Boston Partners | $145.1M | 300K | ▼−19% Reduced · −68K sh | Q1 2026 | |
| 6 | FIDUCIARY MANAGEMENT INC /WI/ | $129.6M | 268K | ▲+37% Added · +72K sh | Q1 2026 | |
| 7 | GEODE CAPITAL MANAGEMENT, LLC | $116.6M | 241K | ▲+3.4% Added · +8K sh | Q1 2026 | |
| 8 | DIMENSIONAL FUND ADVISORS LP | $97.3M | 201K | ▼−0.1% Reduced · −308 sh | Q1 2026 | |
| 9 | FMR LLC | $81.1M | 167K | ▼−36% Reduced · −96K sh | Q1 2026 | |
| 10 | AMERIPRISE FINANCIAL INC | $67.7M | 140K | ▼−2.7% Reduced · −4K sh | Q1 2026 | |
| 11 | Boston Trust Walden Corp | $67.7M | 140K | ▼−9.6% Reduced · −15K sh | Q1 2026 | |
| 12 | SCHRODER INVESTMENT MANAGEMENT GROUP | $60.6M | 130K | ▲+12% Added · +13K sh | Q1 2026 | |
| 13 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $50.7M | 105K | ▲+2.4% Added · +2K sh | Q1 2026 | |
| 14 | Point72 Asset Management, L.P. | $49.7M | 103K | ▲+46% Added · +32K sh | Q1 2026 | |
| 15 | Broad Bay Capital Management, LP | $48.6M | 100K | ▼−11% Reduced · −13K sh | Q1 2026 | |
| 16 | GOLDMAN SACHS GROUP INC | $45.1M | 93K | ▲+26% Added · +19K sh | Q1 2026 | |
| 17 | PRICE T ROWE ASSOCIATES INC /MD/ | $44.9M | 93K | ▼−57% Reduced · −121K sh | Q1 2026 | |
| 18 | GAMCO INVESTORS, INC. ET AL | $40.2M | 83K | ▼−9.6% Reduced · −9K sh | Q1 2026 | |
| 19 | UBS Group AG | $39.8M | 82K | ▲+105% Added · +42K sh | Q1 2026 | |
| 20 | NORTHERN TRUST CORP | $39.5M | 82K | ▲+1.6% Added · +1K sh | Q1 2026 | |
| 21 | VICTORY CAPITAL MANAGEMENT INC | $38.4M | 79K | ▲33× Added · +77K sh | Q1 2026 | |
| 22 | SAMLYN CAPITAL, LLC | $33.7M | 69K | ▼−2.7% Reduced · −2K sh | Q1 2026 | |
| 23 | JANUS HENDERSON GROUP PLC | $33.3M | 69K | ▼−0.1% Reduced · −85 sh | Q1 2026 | |
| 24 | MORGAN STANLEY | $29.7M | 61K | ▼−2.7% Reduced · −2K sh | Q1 2026 | |
| 25 | FRANKLIN RESOURCES INC | $28.3M | 58K | ▲+27% Added · +12K 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.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Jun 25, 2026 | ADEN ALLISON | EVP, CFO & Treasurer | Sell (S) | 1K | $921K |
| Jun 12, 2026 | BIGBEE PAUL | Chief Accounting Officer | Tax withholding (F) | 27 | $16K |
| Jun 12, 2026 | ADEN ALLISON | EVP, CFO & Treasurer | Sell (S) | 1K | $725K |
| Jun 12, 2026 | ADEN ALLISON | EVP, CFO & Treasurer | Tax withholding (F) | 27 | $16K |
| Jun 9, 2026 | KERLEY RICHARD A | Director | Sell (S) | 500 | $294K |
| May 28, 2026 | Boor William C | President & CEO, Director | Option exercise (M) | 13K | $2.1M |
| May 28, 2026 | Boor William C | President & CEO, Director | Tax withholding (F) | 7K | $3.7M |
| May 28, 2026 | Boor William C | President & CEO, Director | Option exercise (M) | 13K | $0 |
| May 28, 2026 | BIGBEE PAUL | Chief Accounting Officer | Sell (S) | 200 | $108K |
| May 22, 2026 | BRANDOM JACK S | President, Financial Services | Tax withholding (F) | 11 | $6K |
| May 22, 2026 | ADEN ALLISON | EVP, CFO & Treasurer | Tax withholding (F) | 22 | $11K |
| May 22, 2026 | Boor William C | President & CEO, Director | Tax withholding (F) | 577 | $294K |
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 113 funds | $49.1B |
| NVIDIA CORPNVDA | 111 funds | $70.1B |
| META PLATFORMS INC-CLASS AMETA | 111 funds | $22.4B |
| ELI LILLY & COLLY | 111 funds | $12.2B |
| BROADCOM INCAVGO | 110 funds | $26.0B |
| MASTERCARD INC - AMA | 110 funds | $8.8B |
| AMAZON.COM INCAMZN | 109 funds | $35.2B |
| JPMORGAN CHASE & COJPM | 109 funds | $16.6B |
| COSTCO WHOLESALE CORPCOST | 109 funds | $8.1B |
| TJX COMPANIES INCTJX | 109 funds | $4.4B |
| APPLE INCAAPL | 108 funds | $55.0B |
| MICRON TECHNOLOGY INCMU | 108 funds | $9.6B |
Ranked by how many of CVCO's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for CVCO. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes. Every panel above is one call to the Arkolith API & MCP server.