Among active 13F managers last quarter, 1 opened and 2 added, while 3 reduced; the largest holder to move was Principal Securities, Inc. (−67%).
19 tracked 13F filers disclose a position in CAFX as of the latest SEC 13F filings, a combined $139.7M 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 | Envestnet Asset Management Inc | 2.6M | $64.0M | ▼−1.8% Reduced · −49K sh | Q1 2026 | |
| 2 | Osaic Holdings, Inc. | 957K | $23.7M | ▼−66% Reduced · −1.9M sh | Q1 2026 | |
| 3 | Envestnet Portfolio Solutions, Inc. | 829K | $20.4M | ▼−0.6% Reduced · −5K sh | Q2 2026 | |
| 4 | MML Investors Services, LLC | 367K | $9.0M | ▲+4.0% Added · +14K sh | Q2 2026 | |
| 5 | Truist Financial Corp | 155K | $3.9M | ▼−20% Reduced · −40K sh | Q1 2026 | |
| 6 | B. Riley Wealth Advisors, Inc. | 128K | $3.2M | ▼−0.7% Reduced · −851 sh | Q2 2026 | |
| 7 | Principal Securities, Inc. | 104K | $2.6M | ▼−67% Reduced · −211K sh | Q2 2026 | |
| 8 | Jane Street Group, LLC | 101K | $2.5M | ▲+55% Added · +36K sh | Q1 2026 | |
| 9 | Commonwealth Equity Services, LLC | 96K | $2.4M | ▲New +96K sh | Q1 2026 | |
| 10 | Citadel Advisors LLC | 92K | $2.3M | ▼−7.8% Reduced · −8K sh | Q2 2026 | |
| 11 | Transamerica Financial Advisors, LLC | 49K | $1.2M | ▲+2.7% Added · +1K sh | Q2 2026 | |
| 12 | Kestra Investment Management, LLC | 48K | $1.2M | ▲+3.9% Added · +2K sh | Q2 2026 | |
| 13 | Essex Bank | 46K | $1.1M | —Held | Q2 2026 | |
| 14 | Kestra Advisory Services, LLC | 24K | $603K | ▼−3.2% Reduced · −822 sh | Q2 2026 | |
| 15 | Snowden Capital Advisors LLC | 24K | $594K | ▼−2.4% Reduced · −606 sh | Q2 2026 | |
| 16 | Goldman Sachs Group Inc | 20K | $487K | ▼−77% Reduced · −66K sh | Q1 2026 | |
| 17 | Moneco Advisors, LLC | 12K | $295K | ▲New +12K sh | Q2 2026 | |
| 18 | J.W. Cole Advisors, Inc. | 11K | $262K | ▲Added Added · +11K sh | Q2 2026 | |
| 19 | UBS Group AG | 176 | $4K | ▼−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, 1 fund opened a new position in CAFX and 2 added to an existing one, while 3 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 |
|---|---|---|
| Ishares Core S&P 500 ETFIVV | 6 funds | $13.7B |
| Amazon.com IncAMZN | 6 funds | $2.9B |
| Nvidia CorpNVDA | 6 funds | $2.9B |
| Apple IncAAPL | 6 funds | $2.8B |
| Microsoft CorpMSFT | 6 funds | $1.7B |
| Alphabet Inc-CL AGOOGL | 6 funds | $1.3B |
| Broadcom IncAVGO | 6 funds | $1.3B |
| Eli Lilly & CoLLY | 6 funds | $1.2B |
| Alphabet Inc-CL CGOOG | 6 funds | $1.1B |
| BlackRock IncBLK | 6 funds | $1.1B |
| Advanced Micro DevicesAMD | 6 funds | $1.0B |
| JPMorgan Chase & CoJPM | 6 funds | $871.1M |
Ranked by how many of CAFX's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in CAFX.
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.