15 tracked 13F filers disclose a position in CVKD as of the latest SEC 13F filings, a combined $455K 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 | VANGUARD CAPITAL MANAGEMENT LLC | $231K | 45K | →First observed position No prior filed position | Q1 2026 | |
| 2 | GEODE CAPITAL MANAGEMENT, LLC | $111K | 22K | ▲+49% Added · +7K sh | Q1 2026 | |
| 3 | VANGUARD FIDUCIARY TRUST CO | $43K | 8K | →First observed position No prior filed position | Q1 2026 | |
| 4 | JPMORGAN CHASE & CO | $32K | 8K | —Held | Q1 2026 | |
| 5 | BlackRock, Inc. | $28K | 5K | ▲+56% Added · +2K sh | Q1 2026 | |
| 6 | Grove Bank & Trust | $3K | 1K | ▲New +1K sh | Q2 2026 | |
| 7 | Tower Research Capital LLC (TRC) | $2K | 393 | ▼−26% Reduced · −139 sh | Q1 2026 | |
| 8 | Quest 10 Wealth Builders, Inc. | $1K | 380 | ▲New +380 sh | Q2 2026 | |
| 9 | OSAIC HOLDINGS, INC. | $2K | 300 | ▼−40% Reduced · −200 sh | Q1 2026 | |
| 10 | Rockefeller Capital Management L.P. | $768 | 150 | ▼−50% Reduced · −150 sh | Q1 2026 | |
| 11 | MORGAN STANLEY | $512 | 100 | ▼−91% Reduced · −980 sh | Q1 2026 | |
| 12 | WELLS FARGO & COMPANY/MN | $507 | 99 | —Held | Q1 2026 | |
| 13 | IFP Advisors, Inc | $100 | 30 | —Held | Q2 2026 | |
| 14 | UBS Group AG | $15 | 3 | ▼−100% Reduced · −1K sh | Q1 2026 | |
| 15 | CITIGROUP INC | $5 | 1 | ▲New +1 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, 0 funds opened a new position in CVKD, while 1 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 | 4 funds | $2.3B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 4 funds | $2.3B |
| APPLE INCAAPL | 4 funds | $2.2B |
| NVIDIA CORPNVDA | 4 funds | $1.9B |
| VANGUARD S&P 500 ETFVOO | 4 funds | $1.9B |
| ALPHABET INC-CL AGOOGL | 4 funds | $1.6B |
| AMAZON.COM INCAMZN | 4 funds | $1.6B |
| BROADCOM INCAVGO | 4 funds | $1.1B |
| JPMORGAN CHASE & COJPM | 4 funds | $862.9M |
| ALPHABET INC-CL CGOOG | 4 funds | $824.3M |
| INVESCO QQQ TRUST SERIES 1QQQ | 4 funds | $813.2M |
| META PLATFORMS INC-CLASS AMETA | 4 funds | $764.1M |
Ranked by how many of CVKD's institutional holders also hold each name, a cross-fund conviction signal.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Jun 29, 2026 | Pham Quang X | Chairman and CEO, Director, 10% Owner | Sell (S) | 7K | $22K |
| Jun 26, 2026 | Pham Quang X | Chairman, CEO and Interim CFO, Director, 10% Owner | Sell (S) | 9K | $28K |
| Jun 25, 2026 | Pham Quang X | Chairman, CEO and Interim CFO, Director, 10% Owner | Sell (S) | 2K | $6K |
| Jun 23, 2026 | Pham Quang X | Chairman, CEO and Interim CFO, Director, 10% Owner | Sell (S) | 2K | $7K |
| Jun 22, 2026 | Pham Quang X | Chairman, CEO and Interim CFO, Director, 10% Owner | Sell (S) | 9K | $33K |
| Jun 17, 2026 | Pham Quang X | Chairman, CEO and Interim CFO, Director, 10% Owner | Sell (S) | 513 | $2K |
| Jun 16, 2026 | Pham Quang X | Chairman, CEO and Interim CFO, Director, 10% Owner | Sell (S) | 4K | $11K |
| Jun 15, 2026 | Pham Quang X | Chairman, CEO and Interim CFO, Director, 10% Owner | Sell (S) | 4K | $13K |
| Jun 12, 2026 | Pham Quang X | Chairman, CEO and Interim CFO, Director, 10% Owner | Sell (S) | 13K | $51K |
| Jun 11, 2026 | Pham Quang X | Chairman, CEO and Interim CFO, Director, 10% Owner | Sell (S) | 1K | $6K |
| Jun 10, 2026 | Pham Quang X | Chairman, CEO and Interim CFO, Director, 10% Owner | Sell (S) | 4K | $15K |
| Jun 9, 2026 | Pham Quang X | Chairman, CEO and Interim CFO, Director, 10% Owner | Sell (S) | 13K | $53K |
| Class | 13F holders | Value held |
|---|---|---|
| CVKDthis pagecs | 15 funds | $455K |
| 127636108Stock | 2 funds | $635 |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
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/CVKD/capital-change-brief"
Use Arkolith's capital_change_brief for CVKD. 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 CVKD. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.