Among active 13F managers last quarter, 1 added and 1 reduced; the largest holder to move was Clearstead Advisors, LLC (added). Over the last 180 days, 1 insider sold and none bought, a net -$388K in open-market trades.
The legs disagree, or only one of them leans.
16 tracked 13F filers disclose a position in CVKD as of the latest SEC 13F filings, a combined $303K 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 | Vanguard Capital Management LLC | 50K | $167K | ▲+11% Added · +5K sh | Q2 2026 | |
| 2 | Geode Capital Management, LLC | 19K | $64K | ▼−12% Reduced · −3K sh | Q2 2026 | |
| 3 | Vanguard Fiduciary Trust Co | 8K | $28K | —Held | Q2 2026 | |
| 4 | JPMorgan Chase & Co | 8K | $32K | —Held | Q1 2026 | |
| 5 | Grove Bank & Trust | 1K | $3K | ▲New +1K sh | Q2 2026 | |
| 6 | Clearstead Advisors, LLC | 650 | $2K | ▲Added Added · +650 sh | Q2 2026 | |
| 7 | Tower Research Capital LLC (TRC) | 393 | $2K | ▼−26% Reduced · −139 sh | Q1 2026 | |
| 8 | Quest 10 Wealth Builders, Inc. | 380 | $1K | ▲New +380 sh | Q2 2026 | |
| 9 | Osaic Holdings, Inc. | 300 | $2K | ▼−40% Reduced · −200 sh | Q1 2026 | |
| 10 | Rockefeller Capital Management L.P. | 150 | $768 | ▼−50% Reduced · −150 sh | Q1 2026 | |
| 11 | Morgan Stanley | 100 | $512 | ▼−91% Reduced · −980 sh | Q1 2026 | |
| 12 | Wells Fargo & Company | 99 | $507 | —Held | Q1 2026 | |
| 13 | Archer Investment Corp | 35 | $117 | —Held | Q2 2026 | |
| 14 | IFP Advisors, Inc | 30 | $100 | —Held | Q2 2026 | |
| 15 | UBS Group AG | 3 | $15 | ▼−100% Reduced · −1K sh | Q1 2026 | |
| 16 | Citigroup Inc | 1 | $5 | ▲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, 1 fund added to an existing position in CVKD, while 1 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 |
|---|---|---|
| Vanguard S&P 500 ETFVOO | 4 funds | $1.0B |
| Apple IncAAPL | 4 funds | $559.0M |
| Microsoft CorpMSFT | 4 funds | $381.1M |
| Nvidia CorpNVDA | 4 funds | $332.7M |
| Paccar IncPCAR | 4 funds | $296.0M |
| Invesco QQQ Trust Series 1QQQ | 4 funds | $278.1M |
| Amazon.com IncAMZN | 4 funds | $264.9M |
| Ishares Russell 1000 GrowthIWF | 4 funds | $251.8M |
| SS SPDR S&P 500 ETF Trust-USSPY | 4 funds | $247.2M |
| Alphabet Inc-CL AGOOGL | 4 funds | $243.0M |
| Ste STR SPDR PT DW EU ETFSPDW | 4 funds | $197.7M |
| Vanguard Value ETFVTV | 4 funds | $179.8M |
Ranked by how many of CVKD's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in CVKD.
| 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 |
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 | 2 | 6 | – |
Insiders Form 4 open-market | 0 | 1 | -$388K |
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.
| Class | 13F holders | Value held |
|---|---|---|
| CVKDthis pagecs | 16 funds | $303K |
| 127636108Stock | 3 funds | $652 |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
Connected entities for CVKD
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.