18 tracked 13F filers disclose a position in CAAA as of the latest SEC 13F filings, a combined $17.4M 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 | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Prospera Financial Services Inc | $6.0M | 296K | ▲+2.8% Added · +8K sh | Q2 2026 | |
| 2 | Platform Technology Partners | $3.4M | 170K | ▲+80% Added · +75K sh | Q2 2026 | |
| 3 | FIRST TRUST ADVISORS LP | $1.4M | 68K | —Held | Q1 2026 | |
| 4 | Farther Finance Advisors, LLC | $1.3M | 63K | ▼−16% Reduced · −12K sh | Q1 2026 | |
| 5 | GOLDMAN SACHS GROUP INC | $1.1M | 56K | ▲+57% Added · +20K sh | Q1 2026 | |
| 6 | Kestra Advisory Services, LLC | $1.1M | 55K | ▼−36% Reduced · −31K sh | Q2 2026 | |
| 7 | INSPIRION WEALTH ADVISORS, LLC | $609K | 30K | ▼−1.3% Reduced · −400 sh | Q2 2026 | |
| 8 | Fearless Solutions, LLC dba Best Invest | $593K | 29K | ▲+33% Added · +7K sh | Q2 2026 | |
| 9 | Belpointe Asset Management LLC | $569K | 28K | ▲+29% Added · +6K sh | Q1 2026 | |
| 10 | JANE STREET GROUP, LLC | $275K | 14K | ▲New +14K sh | Q1 2026 | |
| 11 | COMMONWEALTH EQUITY SERVICES, LLC | $267K | 13K | ▲New +13K sh | Q1 2026 | |
| 12 | United Advisor Group, LLC | $253K | 12K | ▲+26% Added · +3K sh | Q2 2026 | |
| 13 | Ashton Thomas Private Wealth, LLC | $224K | 11K | ▲+12% Added · +1K sh | Q2 2026 | |
| 14 | OSAIC HOLDINGS, INC. | $102K | 5K | ▲+69% Added · +2K sh | Q1 2026 | |
| 15 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $76K | 4K | ▲Added Added · +4K sh | Q2 2026 | |
| 16 | Geneos Wealth Management Inc. | $61K | 3K | —Held | Q1 2026 | |
| 17 | HARBOUR INVESTMENTS, INC. | $20K | 968 | ▼−22% Reduced · −266 sh | Q1 2026 | |
| 18 | UBS Group AG | $244 | 12 | ▼−91% Reduced · −127 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, 0 funds opened a new position in CAAA and 6 added to an existing one, while 2 reduced and 0 exited entirely — 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 | Combined value |
|---|---|---|
| APPLE INCAAPL | 4 funds | $1.2B |
| NVIDIA CORPNVDA | 4 funds | $831.8M |
| ISHARES CORE S&P 500 ETFIVV | 4 funds | $745.8M |
| INVESCO QQQ TRUST SERIES 1QQQ | 4 funds | $609.6M |
| MICROSOFT CORPMSFT | 4 funds | $601.6M |
| SS SPDR S&P 500 ETF TRUST-USSPY | 4 funds | $586.4M |
| PARKER HANNIFIN CORPPH | 4 funds | $548.5M |
| AMAZON.COM INCAMZN | 4 funds | $497.6M |
| VANGUARD S&P 500 ETFVOO | 4 funds | $419.8M |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 4 funds | $360.0M |
| ALPHABET INC-CL AGOOGL | 4 funds | $347.4M |
| VANGUARD GROWTH ETFVUG | 4 funds | $342.4M |
Ranked by how many of CAAA's institutional holders also hold each name, a cross-fund conviction signal.
No filings captured for this ticker in the live stream yet.
This ETF 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/CAAA/capital-change-brief"
Use Arkolith's capital_change_brief for CAAA. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for CAAA. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.