Among active 13F managers last quarter, 5 opened and 4 added, while none reduced or exited; the largest holder to move was Citadel Advisors LLC (new position). Over the last 180 days, 1 insider bought and none sold, a net +$617K in open-market trades.
Funds lean in and no leg opposes.
38 tracked 13F filers disclose a position in CVM as of the latest SEC 13F filings, a combined $1.8M 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 | 543K | $565K | ▲+123% Added · +299K sh | Q2 2026 | |
| 2 | Citadel Advisors LLC | 199K | $206K | ▲New +199K sh | Q2 2026 | |
| 3 | MAI Capital Management | 108K | $113K | ▲+19% Added · +17K sh | Q2 2026 | |
| 4 | Geode Capital Management, LLC | 88K | $92K | ▲+3.4% Added · +3K sh | Q2 2026 | |
| 5 | Vanguard Fiduciary Trust Co | 49K | $51K | —Held | Q2 2026 | |
| 6 | BlackRock, Inc. | 43K | $45K | —Held | Q2 2026 | |
| 7 | Bank Of America Corp | 41K | $132K | ▲~0% Added · +4 sh | Q1 2026 | |
| 8 | Renaissance Technologies LLC | 36K | $115K | ▲+133% Added · +20K sh | Q1 2026 | |
| 9 | US Bancorp | 30K | $96K | ▲+62% Added · +11K sh | Q1 2026 | |
| 10 | State Street Corp | 27K | $28K | —Held | Q2 2026 | |
| 11 | XTX Topco Ltd | 23K | $72K | ▲+80% Added · +10K sh | Q1 2026 | |
| 12 | Northern Trust Corp | 19K | $61K | ▲+1.3% Added · +236 sh | Q1 2026 | |
| 13 | Commonwealth Equity Services, LLC | 18K | $57K | ▼−19% Reduced · −4K sh | Q1 2026 | |
| 14 | UBS Group AG | 17K | $53K | ▲+26% Added · +3K sh | Q1 2026 | |
| 15 | HighTower Advisors, LLC | 10K | $32K | —Held | Q1 2026 | |
| 16 | Financial Consulate, Inc | 10K | $10K | ▲New +10K sh | Q2 2026 | |
| 17 | Chilton Capital Management LLC | 9K | $10K | ▲+76% Added · +4K sh | Q2 2026 | |
| 18 | Tower Research Capital LLC (TRC) | 2K | $8K | ▲+559% Added · +2K sh | Q1 2026 | |
| 19 | Osaic Holdings, Inc. | 2K | $6K | ▼−90% Reduced · −16K sh | Q1 2026 | |
| 20 | Wells Fargo & Company | 766 | $2K | —Held | Q1 2026 | |
| 21 | Steward Partners Investment Advisory, LLC | 686 | $713 | —Held | Q2 2026 | |
| 22 | Vanguard Global Advisers, LLC | 536 | $557 | —Held | Q2 2026 | |
| 23 | Hilton Head Capital Partners, LLC | 450 | $468 | —Held | Q2 2026 | |
| 24 | Buck Wealth Strategies, LLC | 256 | $266 | ▲New +256 sh | Q2 2026 | |
| 25 | AdvisorNet Financial, Inc | 97 | $101 | —Held | Q2 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, 5 funds opened a new position in CVM and 4 added to an existing one, while none reduced or exited. 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 |
|---|---|---|
| Apple IncAAPL | 13 funds | $3.6B |
| Nvidia CorpNVDA | 13 funds | $3.5B |
| Micron Technology IncMU | 13 funds | $1.6B |
| Alphabet Inc-CL AGOOGL | 13 funds | $1.5B |
| Eli Lilly & CoLLY | 13 funds | $1.4B |
| Alphabet Inc-CL CGOOG | 13 funds | $1.2B |
| JPMorgan Chase & CoJPM | 13 funds | $1.1B |
| Advanced Micro DevicesAMD | 13 funds | $1.1B |
| Chevron CorpCVX | 13 funds | $1.1B |
| Abbott LaboratoriesABT | 13 funds | $940.1M |
| Walmart IncWMT | 13 funds | $884.9M |
| Howmet Aerospace IncHWM | 13 funds | $872.1M |
Ranked by how many of CVM's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in CVM.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Aug 25, 2026 | Kersten Geert R | Chief Executive Officer, Director | Buy (P) | 100K | $138K |
| May 14, 2026 | Kersten Geert R | Chief Executive Officer, Director | Buy (P) | 300K | $360K |
| May 13, 2026 | Kersten Geert R | Chief Executive Officer, Director | Buy (P) | 100K | $119K |
| Jan 22, 2026 | Kersten Geert R | Chief Executive Officer, Director | Buy (P) | 38K | $200K |
| Dec 4, 2025 | Kersten Geert R | Chief Executive Officer, Director | Buy (P) | 8K | $50K |
| Jul 25, 2025 | Kersten Geert R | Chief Executive Officer, Director | Buy (P) | 29K | $200K |
| Jul 25, 2025 | Watson Robert Eugene | Director | Buy (P) | 3K | $20K |
| May 8, 2024 | Kersten Geert R | Chief Executive Officer, Director | Buy (P) | 30K | $42K |
| May 8, 2024 | Prichep Patricia B | Senior Vice President | Buy (P) | 8K | $11K |
| May 8, 2024 | Watson Robert Eugene | Director | Buy (P) | 20K | $28K |
| Oct 19, 2021 | Talor Eyal | Chief Scientific Officer | Sell (S) | 15K | $169K |
| Jul 6, 2021 | Kersten Geert R | Chief Executive Officer, Director | Buy (P) | 25K | $200K |
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 | 12 | 4 | – |
Insiders Form 4 open-market | 1 | 0 | +$617K |
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.
Connected entities for CVM
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/CVM/capital-change-brief"
Use Arkolith's capital_change_brief for CVM. 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 CVM. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.