152 tracked 13F filers disclose a position in CAIE as of the latest SEC 13F filings, a combined $495.4M 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 | Calamos Wealth Management LLC | $51.8M | 1.9M | ▲+17% Added · +275K sh | Q2 2026 | |
| 2 | VestGen Advisors, LLC | $30.0M | 1.1M | ▼−0.1% Reduced · −1K sh | Q2 2026 | |
| 3 | Wealth Watch Advisors, INC | $20.9M | 830K | ▼−0.1% Reduced · −822 sh | Q1 2026 | |
| 4 | Cornerstone Wealth, LLC/TN | $19.4M | 713K | ▲+2.9% Added · +20K sh | Q2 2026 | |
| 5 | Menard Financial Group LLC | $18.9M | 696K | ▲+145% Added · +412K sh | Q2 2026 | |
| 6 | ROYAL BANK OF CANADA | $16.5M | 656K | ▲+299% Added · +491K sh | Q1 2026 | |
| 7 | COMMONWEALTH EQUITY SERVICES, LLC | $15.5M | 616K | ▲+252% Added · +441K sh | Q1 2026 | |
| 8 | Prime Capital Investment Advisors, LLC | $16.6M | 610K | ▲+29% Added · +138K sh | Q2 2026 | |
| 9 | Strategic Blueprint, LLC | $15.3M | 563K | ▲+53% Added · +196K sh | Q2 2026 | |
| 10 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | $12.7M | 506K | ▲+51% Added · +171K sh | Q1 2026 | |
| 11 | Pinion Investment Advisors, LLC | $12.4M | 457K | ▲+40% Added · +130K sh | Q2 2026 | |
| 12 | Waverly Advisors, LLC | $11.2M | 447K | ▲+24% Added · +86K sh | Q1 2026 | |
| 13 | Intrepid Financial Planning Group LLC | $11.0M | 405K | ▲+33% Added · +100K sh | Q2 2026 | |
| 14 | Innovative Asset Advisors Group, LLC | $10.0M | 368K | ▲New +368K sh | Q2 2026 | |
| 15 | Redhawk Wealth Advisors, Inc. | $9.5M | 351K | ▼−6.6% Reduced · −25K sh | Q2 2026 | |
| 16 | Farther Finance Advisors, LLC | $7.9M | 318K | ▲+32% Added · +77K sh | Q1 2026 | |
| 17 | Gradient Investments LLC | $8.5M | 314K | ▲+1.4% Added · +4K sh | Q2 2026 | |
| 18 | Wealthcare Advisory Partners LLC | $8.0M | 295K | ▲+5.1% Added · +14K sh | Q2 2026 | |
| 19 | MGO ONE SEVEN LLC | $7.8M | 286K | ▲New +286K sh | Q2 2026 | |
| 20 | Institute for Wealth Management, LLC. | $7.7M | 284K | ▲+18% Added · +42K sh | Q2 2026 | |
| 21 | Chicago Partners Investment Group LLC | $7.4M | 279K | ▲+40% Added · +79K sh | Q2 2026 | |
| 22 | MATTERS CAPITAL LLC | $7.5M | 276K | ▲New +276K sh | Q2 2026 | |
| 23 | Kestra Advisory Services, LLC | $6.7M | 246K | ▲+77% Added · +107K sh | Q2 2026 | |
| 24 | Kingsview Wealth Management, LLC | $6.3M | 233K | ▲+307% Added · +176K sh | Q2 2026 | |
| 25 | Steward Partners Investment Advisory, LLC | $6.3M | 231K | ▲+23% Added · +43K sh | Q2 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, 16 funds opened a new position in CAIE and 38 added to an existing one, while 6 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 | 93 funds | $8.2B |
| APPLE INCAAPL | 92 funds | $8.2B |
| MICROSOFT CORPMSFT | 91 funds | $5.0B |
| AMAZON.COM INCAMZN | 91 funds | $4.5B |
| ALPHABET INC-CL AGOOGL | 91 funds | $3.5B |
| INVESCO QQQ TRUST SERIES 1QQQ | 89 funds | $3.8B |
| JPMORGAN CHASE & COJPM | 89 funds | $2.7B |
| META PLATFORMS INC-CLASS AMETA | 89 funds | $2.1B |
| ALPHABET INC-CL CGOOG | 88 funds | $2.8B |
| TESLA INCTSLA | 87 funds | $1.5B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 86 funds | $4.4B |
| VANGUARD S&P 500 ETFVOO | 85 funds | $3.7B |
Ranked by how many of CAIE's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| CAIEthis pagemc | 152 funds | $495.4M |
| CAIQmc | 55 funds | $113.1M |
| CPSLLADDERED S&P 500 | 31 funds | $56.1M |
| CAGEETF | 31 funds | $19.9M |
| CPSJS&P 500 STRUCTUR | 30 funds | $23.1M |
| CPSMmc | 29 funds | $27.3M |
| CPSDS&P 500 STRUCTU | 28 funds | $26.1M |
| CPNJmc | 28 funds | $10.0M |
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 CAIE
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/CAIE/capital-change-brief"
Use Arkolith's capital_change_brief for CAIE. 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 CAIE. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.