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/CVSA/capital-change-brief"
Use Arkolith's capital_change_brief for CVSA. 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. | $602.7M | 5.2M | ▼−3.0% Reduced · −162K sh | Q1 2026 | |
| 2 | FMR LLC | $305.9M | 2.7M | ▲+91% Added · +1.3M sh | Q1 2026 | |
| 3 | VANGUARD PORTFOLIO MANAGEMENT LLC | $279.1M | 2.4M | ▲New +2.4M sh | Q1 2026 | |
| 4 | ARIEL INVESTMENTS, LLC | $222.6M | 1.9M | ▲+1.8% Added · +34K sh | Q1 2026 | |
| 5 | DIMENSIONAL FUND ADVISORS LP | $204.4M | 1.8M | ▲+0.4% Added · +7K sh | Q1 2026 | |
| 6 | VANGUARD CAPITAL MANAGEMENT LLC | $171.8M | 1.5M | ▲New +1.5M sh | Q1 2026 | |
| 7 | STATE STREET CORP | $155.5M | 1.3M | ▼−1.6% Reduced · −22K sh | Q1 2026 | |
| 8 | GEODE CAPITAL MANAGEMENT, LLC | $98.4M | 854K | ▼−3.9% Reduced · −34K sh | Q1 2026 | |
| 9 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $85.4M | 741K | ▲+0.6% Added · +5K sh | Q1 2026 | |
| 10 | Alyeska Investment Group, L.P. | $78.4M | 680K | ▲+138% Added · +394K sh | Q1 2026 | |
| 11 | FRANKLIN RESOURCES INC | $66.7M | 579K | ▲+1.5% Added · +8K sh | Q1 2026 | |
| 12 | Fisher Asset Management, LLC | $65.2M | 566K | ▼−1.9% Reduced · −11K sh | Q1 2026 | |
| 13 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $57.7M | 500K | ▲+3.6% Added · +17K sh | Q1 2026 | |
| 14 | TWO SIGMA INVESTMENTS, LP | $57.0M | 495K | ▲+42% Added · +147K sh | Q1 2026 | |
| 15 | PRICE T ROWE ASSOCIATES INC /MD/ | $56.6M | 491K | ▲+1.9% Added · +9K sh | Q1 2026 | |
| 16 | Boston Partners | $55.3M | 478K | ▲+17% Added · +69K sh | Q1 2026 | |
| 17 | MORGAN STANLEY | $48.3M | 419K | ▼−8.4% Reduced · −39K sh | Q1 2026 | |
| 18 | NORTHERN TRUST CORP | $47.8M | 414K | ▼−2.0% Reduced · −8K sh | Q1 2026 | |
| 19 | MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | $47.3M | 411K | ▼−11% Reduced · −52K sh | Q1 2026 | |
| 20 | FRONTIER CAPITAL MANAGEMENT CO LLC | $43.9M | 381K | ▼−4.2% Reduced · −17K sh | Q1 2026 | |
| 21 | GOLDMAN SACHS GROUP INC | $39.9M | 346K | ▲+52% Added · +118K sh | Q1 2026 | |
| 22 | AQR CAPITAL MANAGEMENT LLC | $32.5M | 282K | ▲+43% Added · +84K sh | Q1 2026 | |
| 23 | VANGUARD FIDUCIARY TRUST CO | $27.4M | 237K | ▲New +237K sh | Q1 2026 | |
| 24 | Allianz Asset Management GmbH | $26.8M | 232K | ▼−56% Reduced · −294K sh | Q1 2026 | |
| 25 | Bank of New York Mellon Corp | $26.5M | 230K | ▼−7.2% Reduced · −18K 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 |
|---|---|---|---|---|---|
| Jul 15, 2026 | Manning Amelia | President, Chamberlain Univ. | Grant (A) | 4K | $500K |
| Jul 13, 2026 | Beard, Stephen W. | Chairman & CEO | Sell (S) | 5K | $702K |
| Jul 8, 2026 | BECK DOUGLAS G. | SVP, GC, Corp. Sec & ISS | Sell (S) | 2K | $330K |
| Jul 8, 2026 | Phelan Robert J. | Chief Financial Officer | Sell (S) | 2K | $327K |
| Jul 7, 2026 | BECK DOUGLAS G. | SVP, GC, Corp. Sec & ISS | Sell (S) | 3K | $359K |
| Jul 7, 2026 | Phelan Robert J. | Chief Financial Officer | Sell (S) | 3K | $393K |
| Jun 11, 2026 | Beard, Stephen W. | Chairman & CEO | Sell (S) | 3K | $331K |
| Jun 10, 2026 | Beard, Stephen W. | Chairman & CEO | Sell (S) | 3K | $359K |
| May 18, 2026 | Gangadharan Manjunath | VP, Chief Accounting Officer | Tax withholding (F) | 426 | $54K |
| May 8, 2026 | Cox Karen Sue | President, Chamberlain Univ. | Sell (S) | 2K | $249K |
| May 8, 2026 | Beard, Stephen W. | Chairman & CEO | Sell (S) | 16K | $2.1M |
| May 8, 2026 | BECK DOUGLAS G. | SVP, GC, Corp. Sec & ISS | Sell (S) | 10K | $1.2M |
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 111 funds | $53.3B |
| AMAZON.COM INCAMZN | 110 funds | $39.2B |
| META PLATFORMS INC-CLASS AMETA | 110 funds | $24.3B |
| NVIDIA CORPNVDA | 109 funds | $71.5B |
| ALPHABET INC-CL AGOOGL | 109 funds | $35.9B |
| BROADCOM INCAVGO | 109 funds | $27.1B |
| ELI LILLY & COLLY | 109 funds | $14.0B |
| MASTERCARD INC - AMA | 109 funds | $9.4B |
| COSTCO WHOLESALE CORPCOST | 109 funds | $8.4B |
| AMPHENOL CORP-CL AAPH | 109 funds | $4.0B |
| SCHWAB (CHARLES) CORPSCHW | 109 funds | $3.4B |
| APPLE INCAAPL | 108 funds | $61.0B |
Ranked by how many of CVSA'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 CVSA. 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.