The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This stock page is the Follow view. The Build view lets your agent query CXH owners, fund changes, insider filings, and source links through REST or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/CXH"
Use Arkolith to show who owns CXH, which funds added or reduced it, and which SEC filings prove each claim.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | RIVERNORTH CAPITAL MANAGEMENT, LLC | $4.6M | 576K | ▲+14% Added · +71K sh | Q1 2026 | |
| 2 | Hennion & Walsh Asset Management, Inc. | $1.1M | 141K | ▲+25% Added · +28K sh | Q1 2026 | |
| 3 | ROTHSCHILD INVESTMENT LLC | $184K | 23K | —Held | Q1 2026 | |
| 4 | EVOLVE PRIVATE WEALTH, LLC | $166K | 21K | ▲+34% Added · +5K sh | Q1 2026 | |
| 5 | Pathstone Holdings, LLC | $85K | 11K | —Held | Q1 2026 | |
| 6 | Concurrent Investment Advisors, LLC | $82K | 10K | —Held | Q1 2026 | |
| 7 | MONTAG A & ASSOCIATES INC | $20K | 2K | —Held | Q1 2026 | |
| 8 | CWM, LLC | $5K | 640 | ▲New +640 sh | Q1 2026 | |
| 9 | ASSETMARK, INC | $4K | 480 | ▲New +480 sh | Q1 2026 | |
| 10 | Steward Partners Investment Advisory, LLC | $791 | 99 | —Held | 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 |
|---|---|---|---|---|---|
| Jun 8, 2026 | JPMorgan Chase Bank, N.A. | 10% Owner | Other (J) | 252 | — |
| Feb 24, 2026 | Dakos Andrew | 10% Owner | Buy (P) | 1K | $11K |
| Feb 11, 2026 | Dakos Andrew | 10% Owner | Buy (P) | 4K | $32K |
| Jan 23, 2026 | GOLDSTEIN PHILLIP | 10% Owner | Buy (P) | 119 | $948 |
| Jan 22, 2026 | GOLDSTEIN PHILLIP | 10% Owner | Sell (S) | 5K | $40K |
| Jan 22, 2026 | GOLDSTEIN PHILLIP | 10% Owner | Buy (P) | 10K | $80K |
| Jan 2, 2026 | GOLDSTEIN PHILLIP | 10% Owner | Small acquisition (L) | 100 | $792 |
| Sep 5, 2024 | JPMorgan Chase Bank, N.A. | 10% Owner | Other (J) | 372 | — |
| Sep 5, 2024 | JPMorgan Chase Bank, N.A. | 10% Owner | Other (J) | 372 | — |
| Aug 30, 2024 | JPMorgan Chase Bank, N.A. | 10% Owner | Other (J) | 10 | — |
| Aug 2, 2024 | JPMorgan Chase Bank, N.A. | 10% Owner | Other (J) | 56 | — |
| Nov 8, 2023 | Weinstein Boaz | 10% Owner | Sell (P) | 213K | $1.7M |
| Company | Co-held by | Combined value |
|---|---|---|
| APPLE INCAAPL | 11 funds | $3.4B |
| MICROSOFT CORPMSFT | 11 funds | $2.6B |
| VANGUARD S&P 500 ETFVOO | 10 funds | $3.9B |
| ISHARES CORE S&P 500 ETFIVV | 10 funds | $3.6B |
| NVIDIA CORPNVDA | 10 funds | $3.4B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 10 funds | $2.4B |
| ALPHABET INC-CL AGOOGL | 10 funds | $2.0B |
| AMAZON.COM INCAMZN | 10 funds | $1.7B |
| META PLATFORMS INC-CLASS AMETA | 10 funds | $1.4B |
| BROADCOM INCAVGO | 10 funds | $1.3B |
| ISHARES CORE MSCI EAFE ETFIEFA | 10 funds | $1.3B |
| JPMORGAN CHASE & COJPM | 10 funds | $1.0B |
Ranked by how many of CXH'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 CXH. 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.