Among active 13F managers last quarter, 6 added and 2 reduced; the largest holder to move was Prospera Financial Services Inc (+2.8%).
20 tracked 13F filers disclose a position in CAAA as of the latest SEC 13F filings, a combined $30.1M 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 | STAR Financial Bank | 626K | $12.7M | ▲+14% Added · +75K sh | Q2 2026 | |
| 2 | Prospera Financial Services Inc | 296K | $6.0M | ▲+2.8% Added · +8K sh | Q2 2026 | |
| 3 | Platform Technology Partners | 170K | $3.4M | ▲+80% Added · +75K sh | Q2 2026 | |
| 4 | First Trust Advisors LP | 68K | $1.4M | —Held | Q1 2026 | |
| 5 | Farther Finance Advisors, LLC | 63K | $1.3M | ▼−16% Reduced · −12K sh | Q1 2026 | |
| 6 | Goldman Sachs Group Inc | 56K | $1.1M | ▲+57% Added · +20K sh | Q1 2026 | |
| 7 | Kestra Advisory Services, LLC | 55K | $1.1M | ▼−36% Reduced · −31K sh | Q2 2026 | |
| 8 | Inspirion Wealth Advisors, LLC | 30K | $609K | ▼−1.3% Reduced · −400 sh | Q2 2026 | |
| 9 | Fearless Solutions, LLC dba Best Invest | 29K | $593K | ▲+33% Added · +7K sh | Q2 2026 | |
| 10 | Belpointe Asset Management LLC | 28K | $569K | ▲+29% Added · +6K sh | Q1 2026 | |
| 11 | Jane Street Group, LLC | 14K | $275K | ▲New +14K sh | Q1 2026 | |
| 12 | Commonwealth Equity Services, LLC | 13K | $267K | ▲New +13K sh | Q1 2026 | |
| 13 | United Advisor Group, LLC | 12K | $253K | ▲+26% Added · +3K sh | Q2 2026 | |
| 14 | Ashton Thomas Private Wealth, LLC | 11K | $224K | ▲+12% Added · +1K sh | Q2 2026 | |
| 15 | Osaic Holdings, Inc. | 5K | $102K | ▲+69% Added · +2K sh | Q1 2026 | |
| 16 | International Assets Investment Management, LLC | 4K | $76K | ▲Added Added · +4K sh | Q2 2026 | |
| 17 | Geneos Wealth Management Inc. | 3K | $61K | —Held | Q2 2026 | |
| 18 | Harbour Investments, Inc. | 968 | $20K | ▼−22% Reduced · −266 sh | Q1 2026 | |
| 19 | Rossby Financial, LCC | 49 | $995 | —Held | Q2 2026 | |
| 20 | UBS Group AG | 12 | $244 | ▼−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, 6 funds added to an existing position in CAAA, while 2 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 |
|---|---|---|
| Apple IncAAPL | 9 funds | $866.5M |
| Ishares Core S&P 500 ETFIVV | 9 funds | $769.6M |
| Nvidia CorpNVDA | 9 funds | $739.2M |
| Vanguard S&P 500 ETFVOO | 9 funds | $620.7M |
| Invesco QQQ Trust Series 1QQQ | 9 funds | $484.0M |
| Microsoft CorpMSFT | 9 funds | $384.2M |
| Amazon.com IncAMZN | 9 funds | $375.3M |
| Vanguard Ftse Developed ETFVEA | 9 funds | $282.1M |
| Alphabet Inc-CL AGOOGL | 9 funds | $279.3M |
| Alphabet Inc-CL CGOOG | 9 funds | $222.0M |
| First Trust Smid Cap RisingSDVY | 9 funds | $196.4M |
| Broadcom IncAVGO | 9 funds | $188.4M |
Ranked by how many of CAAA's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in CAAA.
| Class | 13F holders | Value held |
|---|---|---|
| EMLPcs | 343 funds | $2.7B |
| RDVImc | 286 funds | $1.7B |
| FTSLmc | 274 funds | $1.5B |
| HYLSmc | 200 funds | $937.4M |
| FTCBmc | 184 funds | $1.7B |
| FSIGmc | 155 funds | $969.0M |
| LGOVmc | 142 funds | $531.4M |
| FIIGmc | 127 funds | $487.3M |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
No filings captured for this ticker in the live stream yet.
Connected entities for CAAA
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.