18 tracked 13F filers disclose a position in CAFX as of the latest SEC 13F filings, a combined $139.4M 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 | ENVESTNET ASSET MANAGEMENT INC | $64.0M | 2.6M | ▼−1.8% Reduced · −49K sh | Q1 2026 | |
| 2 | OSAIC HOLDINGS, INC. | $23.7M | 957K | ▼−66% Reduced · −1.9M sh | Q1 2026 | |
| 3 | Envestnet Portfolio Solutions, Inc. | $20.4M | 829K | ▼−0.6% Reduced · −5K sh | Q2 2026 | |
| 4 | MML INVESTORS SERVICES, LLC | $8.7M | 353K | ▼−4.0% Reduced · −15K sh | Q1 2026 | |
| 5 | TRUIST FINANCIAL CORP | $3.9M | 155K | ▼−20% Reduced · −40K sh | Q1 2026 | |
| 6 | B. Riley Wealth Advisors, Inc. | $3.2M | 128K | ▼−0.7% Reduced · −851 sh | Q2 2026 | |
| 7 | PRINCIPAL SECURITIES, INC. | $2.6M | 104K | ▼−67% Reduced · −211K sh | Q2 2026 | |
| 8 | JANE STREET GROUP, LLC | $2.5M | 101K | ▲+55% Added · +36K sh | Q1 2026 | |
| 9 | CITADEL ADVISORS LLC | $2.5M | 100K | ▲+92% Added · +48K sh | Q1 2026 | |
| 10 | COMMONWEALTH EQUITY SERVICES, LLC | $2.4M | 96K | ▲New +96K sh | Q1 2026 | |
| 11 | Kestra Investment Management, LLC | $1.2M | 48K | ▲+3.9% Added · +2K sh | Q2 2026 | |
| 12 | Transamerica Financial Advisors, LLC | $1.2M | 48K | ▼−11% Reduced · −6K sh | Q1 2026 | |
| 13 | Essex Bank | $1.1M | 46K | —Held | Q2 2026 | |
| 14 | Snowden Capital Advisors LLC | $614K | 25K | ▼−3.8% Reduced · −967 sh | Q1 2026 | |
| 15 | Kestra Advisory Services, LLC | $603K | 24K | ▼−3.2% Reduced · −822 sh | Q2 2026 | |
| 16 | GOLDMAN SACHS GROUP INC | $487K | 20K | ▼−77% Reduced · −66K sh | Q1 2026 | |
| 17 | J.W. COLE ADVISORS, INC. | $262K | 11K | ▲Added Added · +11K sh | Q2 2026 | |
| 18 | UBS Group AG | $4K | 176 | ▼−22% Reduced · −51 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 CAFX and 3 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 |
|---|---|---|
| NVIDIA CORPNVDA | 5 funds | $3.7B |
| ISHARES CORE S&P 500 ETFIVV | 5 funds | $3.1B |
| AMAZON.COM INCAMZN | 5 funds | $2.0B |
| APPLE INCAAPL | 5 funds | $1.9B |
| MICRON TECHNOLOGY INCMU | 5 funds | $1.6B |
| TAIWAN SEMICONDUCTOR-SP ADRTSM | 5 funds | $1.5B |
| MICROSOFT CORPMSFT | 5 funds | $1.3B |
| META PLATFORMS INC-CLASS AMETA | 5 funds | $1.2B |
| BROADCOM INCAVGO | 5 funds | $1.1B |
| ALPHABET INC-CL AGOOGL | 5 funds | $988.2M |
| TESLA INCTSLA | 5 funds | $884.5M |
| ALPHABET INC-CL CGOOG | 5 funds | $861.1M |
Ranked by how many of CAFX's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| AKREmc | 357 funds | $2.4B |
| CSMDMF Closed and MF Open | 35 funds | $200.2M |
| CAFXthis pageEXCHANGE TRADED FDS-OTHER | 18 funds | $139.4M |
| WAGNPABRAI WAGONS ET | 14 funds | $7.4M |
| CAMLFUND | 12 funds | $18.2M |
| 74316P710COM | 1 funds | $980K |
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 CAFX
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/CAFX/capital-change-brief"
Use Arkolith's capital_change_brief for CAFX. 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 CAFX. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.