CAFX

Congress Intermediate Bond$24.64 0.26%
UnclassifiedUSCUSIP 74316P587· EOD Jun 5, 2026◍ Confluence graph
Tracked 13F Holders
16
-4 QoQ
13F Value (tracked)
$140.1M
Insider Net · 180d
$0
0↑ 0↓
Recent Filings
0
Smart-money sentimentMixed
BearishBullish
13F funds (latest Q)3 adding · 3 trimming
Insider net (180d)$0

Price & smart-money activity

$24.64 0.26%2Y -1.8%
$24.23$24.53$24.82$25.12$25.41Sep 2024Jan 2025MaySepJan 2026Jun442634634
Hover for who · click for detailEnd-of-day closing prices52w $24.59 – $25.33
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Use CAFX data in an agent

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.

Build

Ask your agent who owns CAFX

This stock page is the Follow view. The Build view lets your agent query CAFX owners, fund changes, insider filings, and source links through REST or MCP.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/CAFX"
Ask your agent
Use Arkolith to show who owns CAFX,
which funds added or reduced it, and which
SEC filings prove each claim.

Top institutional holders

16 tracked 13F filers
#FundPosition valueSharesLast moveAs ofHistory
1ENVESTNET ASSET MANAGEMENT INC
$64.0M
2.6M
−1.8%
Reduced · −49K sh
Q1 2026
2OSAIC HOLDINGS, INC.
$23.7M
957K
−66%
Reduced · −1.9M sh
Q1 2026
3Envestnet Portfolio Solutions, Inc.
$20.7M
834K
+3.4%
Added · +27K sh
Q1 2026
4MML INVESTORS SERVICES, LLC
$8.7M
353K
−4.0%
Reduced · −15K sh
Q1 2026
5PRINCIPAL SECURITIES, INC.
$7.8M
315K
−6.7%
Reduced · −23K sh
Q1 2026
6TRUIST FINANCIAL CORP
$3.9M
155K
−20%
Reduced · −40K sh
Q1 2026
7JANE STREET GROUP, LLC
$2.5M
101K
+55%
Added · +36K sh
Q1 2026
8CITADEL ADVISORS LLC
$2.5M
100K
+92%
Added · +48K sh
Q1 2026
9COMMONWEALTH EQUITY SERVICES, LLC
$2.4M
96K
New
+96K sh
Q1 2026
10Kestra Investment Management, LLC
$1.2M
47K
−7.7%
Reduced · −4K sh
Q1 2026
11Kestra Advisory Services, LLC
$628K
25K
−56%
Reduced · −32K sh
Q1 2026
12Snowden Capital Advisors LLC
$614K
25K
−3.8%
Reduced · −967 sh
Q1 2026
13PFG Advisors
$560K
23K
+0.9%
Added · +211 sh
Q1 2026
14GOLDMAN SACHS GROUP INC
$487K
20K
−77%
Reduced · −66K sh
Q1 2026
15JOHNSON INVESTMENT COUNSEL INC
$432K
17K
New
+17K sh
Q1 2026
16UBS 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.

Fund activity: latest quarter

Opened (NEW)
1
funds
Added
2
funds
Reduced
3
funds
Exited
0
funds

Insider activity (Form 4)

No Form 4 insider transactions on file yet.

Institutional ownership over time

16 funds+14 since Q3 2024
01020Q3 2024Q1 2025Q3 2025Q1 2026
funds holding aggregate valuelatest $140.1M

Share classes

Class13F holdersValue held
AKREmc222 funds$2.3B
CSMDMF Closed and MF Open27 funds$196.8M
CAFXthis pageCONGRESS INTERME16 funds$140.1M
CAMLFUND11 funds$18.1M
WAGNPABRAI WAGONS ET8 funds$2.7M
74316P710COM1 funds$980K

Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.

Funds that own CAFX also own

CompanyCo-held byCombined value
NVIDIA CORPNVDA10 funds$5.2B
APPLE INCAAPL10 funds$4.0B
AMAZON.COM INCAMZN10 funds$3.0B
MICROSOFT CORPMSFT10 funds$2.5B
ALPHABET INC-CL AGOOGL10 funds$1.9B
TAIWAN SEMICONDUCTOR-SP ADRTSM10 funds$1.8B
MICRON TECHNOLOGY INCMU10 funds$1.7B
BROADCOM INCAVGO10 funds$1.7B
META PLATFORMS INC-CLASS AMETA10 funds$1.6B
SS SPDR S&P 500 ETF TRUST-USSPY10 funds$1.5B
JPMORGAN CHASE & COJPM10 funds$1.4B
ALPHABET INC-CL CGOOG10 funds$1.4B

Ranked by how many of CAFX's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).

Recent filings

0 shown

No filings captured for this ticker in the live stream yet.

Browse more

13F holdings + Form 4 insider transactions + 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. Every panel above is one call to the Arkolith API & MCP server.