Among active 13F managers last quarter, 4 opened and 3 added, while 1 reduced; the largest holder to move was Kornitzer Capital Management Inc (+3.3%). No open-market insider trades in the last 180 days.
Funds lean in and no leg opposes.
36 tracked 13F filers disclose a position in CVU as of the latest SEC 13F filings, a combined $8.6M 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 | 425K | $2.2M | ▲+1.2% Added · +5K sh | Q2 2026 | |
| 2 | LPL Financial LLC | 203K | $796K | ▲New +203K sh | Q1 2026 | |
| 3 | Kornitzer Capital Management Inc | 132K | $515K | ▲+3.3% Added · +4K sh | Q1 2026 | |
| 4 | Geode Capital Management, LLC | 124K | $642K | ▲+5.1% Added · +6K sh | Q2 2026 | |
| 5 | State Street Corp | 75K | $389K | ▼−0.7% Reduced · −500 sh | Q2 2026 | |
| 6 | Vanguard Fiduciary Trust Co | 69K | $360K | ▲+0.6% Added · +442 sh | Q2 2026 | |
| 7 | Dimensional Fund Advisors LP | 68K | $267K | ▼−20% Reduced · −17K sh | Q1 2026 | |
| 8 | NewEdge Advisors, LLC | 65K | $336K | ▲+86% Added · +30K sh | Q2 2026 | |
| 9 | Jane Street Group, LLC | 60K | $234K | ▲Added Added · +60K sh | Q1 2026 | |
| 10 | Marex Group Ltd | 59K | $306K | —Held | Q2 2026 | |
| 11 | Fortis Capital Management LLC | 59K | $304K | —Held | Q2 2026 | |
| 12 | Citadel Advisors LLC | 53K | $276K | ▼−2.1% Reduced · −1K sh | Q2 2026 | |
| 13 | Susquehanna International Group, LLP | 53K | $208K | ▲+167% Added · +33K sh | Q1 2026 | |
| 14 | Penn Capital Management Company, LLC | 53K | $275K | ▲+49% Added · +17K sh | Q2 2026 | |
| 15 | Marshall Wace, LLP | 45K | $175K | ▲New +45K sh | Q1 2026 | |
| 16 | BlackRock, Inc. | 37K | $190K | ▲+24% Added · +7K sh | Q2 2026 | |
| 17 | James Investment Research, Inc. | 35K | $181K | —Held | Q2 2026 | |
| 18 | Deeter Investments LLP | 34K | $135K | ▲New +34K sh | Q4 2025 | |
| 19 | Northern Trust Corp | 25K | $99K | ▲+67% Added · +10K sh | Q1 2026 | |
| 20 | Simplex Trading, LLC | 22K | $86K | ▲+507% Added · +18K sh | Q1 2026 | |
| 21 | Bridgeway Capital Management, LLC | 21K | $110K | —Held | Q2 2026 | |
| 22 | Centiva Capital, LP | 20K | $105K | ▲New +20K sh | Q2 2026 | |
| 23 | UBS Group AG | 18K | $70K | ▼−23% Reduced · −5K sh | Q1 2026 | |
| 24 | XTX Topco Ltd | 15K | $60K | ▲New +15K sh | Q1 2026 | |
| 25 | Murchinson Ltd. | 14K | $74K | —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, 4 funds opened a new position in CVU and 3 added to an existing one, 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 |
|---|---|---|
| Alphabet Inc-CL AGOOGL | 13 funds | $2.2B |
| Apple IncAAPL | 12 funds | $3.9B |
| Amazon.com IncAMZN | 12 funds | $3.8B |
| Tesla IncTSLA | 12 funds | $2.0B |
| Chevron CorpCVX | 12 funds | $1.4B |
| Unitedhealth Group IncUNH | 12 funds | $1.1B |
| JPMorgan Chase & CoJPM | 12 funds | $945.2M |
| Berkshire Hathaway Inc-CL BBRK/B | 12 funds | $864.3M |
| Walmart IncWMT | 12 funds | $538.3M |
| Intl Business Machines CorpIBM | 12 funds | $280.1M |
| Nvidia CorpNVDA | 11 funds | $6.6B |
| Microsoft CorpMSFT | 11 funds | $2.9B |
Ranked by how many of CVU's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in CVU.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Jun 12, 2025 | Carey Bond E | Director | Buy (P) | 10K | $29K |
| Nov 19, 2024 | Rosenjack Richard C | Director | Buy (P) | 5K | $17K |
| Nov 18, 2024 | Levesque Pamela | Director | Buy (P) | 10K | $31K |
| Aug 26, 2024 | Caswell Richard S | Director | Buy (P) | 10K | $29K |
| Aug 22, 2024 | Caswell Richard S | Director | Buy (P) 3 lots, same day | 5K | $13K |
| Aug 22, 2024 | Carey Bond E | Director | Buy (P) | 10K | $27K |
| May 30, 2023 | Packer Paul | 10% Owner | Sell (S) | 49K | $180K |
| Nov 29, 2022 | Caswell Richard S | Director | Buy (P) | 2K | $6K |
| Nov 28, 2022 | Stinson Terry Dean | Director | Buy (P) | 30K | $93K |
| Nov 28, 2022 | Caswell Richard S | Director | Buy (P) | 500 | $2K |
| Oct 3, 2022 | Packer Paul | 10% Owner | Buy (P) | 6K | $10K |
| Sep 22, 2022 | Packer Paul | 10% Owner | Buy (P) | 21K | $21K |
One row per insider, day and transaction code; shares and value are summed across the lots. Every lot is on the full insider page and in the filing.
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 | 14 | 4 | – |
Insiders Form 4 open-market | 0 | 0 | $0 |
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 CVU
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/CVU/capital-change-brief"
Use Arkolith's capital_change_brief for CVU. 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 CVU. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.