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.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Calamos Advisors LLC | $41.5M | 1.7M | ▲79× Added · +1.6M sh | Q1 2026 | |
| 2 | Calamos Wealth Management LLC | $41.0M | 1.6M | ▲+71% Added · +675K sh | Q1 2026 | |
| 3 | VestGen Advisors, LLC | $30.2M | 1.1M | ▲+52% Added · +378K sh | Q1 2026 | |
| 4 | Wealth Watch Advisors, INC | $20.9M | 830K | ▼−0.1% Reduced · −822 sh | Q1 2026 | |
| 5 | Cornerstone Wealth, LLC/TN | $18.7M | 694K | ▲New +694K sh | Q1 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 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | $12.7M | 506K | ▲+51% Added · +171K sh | Q1 2026 | |
| 9 | Prime Capital Investment Advisors, LLC | $11.9M | 472K | ▲+147% Added · +281K sh | Q1 2026 | |
| 10 | Waverly Advisors, LLC | $11.2M | 447K | ▲+24% Added · +86K sh | Q1 2026 | |
| 11 | Strategic Blueprint, LLC | $9.2M | 367K | ▲+118% Added · +199K sh | Q1 2026 | |
| 12 | Redhawk Wealth Advisors, Inc. | $9.5M | 351K | ▼−6.6% Reduced · −25K sh | Q2 2026 | |
| 13 | Farther Finance Advisors, LLC | $7.9M | 318K | ▲+32% Added · +77K sh | Q1 2026 | |
| 14 | Gradient Investments LLC | $8.5M | 314K | ▲+1.4% Added · +4K sh | Q2 2026 | |
| 15 | Wealthcare Advisory Partners LLC | $8.0M | 295K | ▲+5.1% Added · +14K sh | Q2 2026 | |
| 16 | KESTRA PRIVATE WEALTH SERVICES, LLC | $6.2M | 248K | ▲+112% Added · +131K sh | Q1 2026 | |
| 17 | Chicago Partners Investment Group LLC | $5.4M | 200K | ▲+28% Added · +44K sh | Q1 2026 | |
| 18 | Steward Partners Investment Advisory, LLC | $4.7M | 187K | ▲+21% Added · +33K sh | Q1 2026 | |
| 19 | INDEPENDENT FINANCIAL GROUP, LLC | $4.8M | 177K | ▲+12% Added · +19K sh | Q2 2026 | |
| 20 | Kestra Investment Management, LLC | $4.2M | 168K | ▲New +168K sh | Q1 2026 | |
| 21 | Kestra Advisory Services, LLC | $3.5M | 139K | ▲+36% Added · +37K sh | Q1 2026 | |
| 22 | OPPENHEIMER & CO INC | $3.3M | 131K | ▲+217% Added · +89K sh | Q1 2026 | |
| 23 | GoalVest Advisory LLC | $3.5M | 129K | ▲+17% Added · +18K sh | Q2 2026 | |
| 24 | ENVESTNET ASSET MANAGEMENT INC | $3.0M | 121K | ▲+273% Added · +89K sh | Q1 2026 | |
| 25 | Noble Wealth Management PBC | $3.2M | 116K | ▼−18% Reduced · −26K 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.
| Company | Co-held by | Combined value |
|---|---|---|
| ISHARES CORE S&P 500 ETFIVV | 41 funds | $9.5B |
| NVIDIA CORPNVDA | 41 funds | $8.8B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 41 funds | $4.6B |
| VANGUARD S&P 500 ETFVOO | 41 funds | $4.3B |
| ISHARES CORE U.S. AGGREGATEAGG | 41 funds | $3.8B |
| INVESCO QQQ TRUST SERIES 1QQQ | 41 funds | $2.8B |
| SS SPDR BB 1-3M T-BILL ETFBIL | 41 funds | $1.6B |
| SPDR GOLD SHARESGLD | 41 funds | $1.4B |
| VANGUARD TOTAL INTL STOCKVXUS | 41 funds | $971.0M |
| ISHARES GOLD TRUSTIAU | 41 funds | $661.5M |
| APPLE INCAAPL | 40 funds | $10.2B |
| MICROSOFT CORPMSFT | 40 funds | $7.2B |
Ranked by how many of CAIE's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).
No filings captured for this ticker in the live stream yet.
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. Every panel above is one call to the Arkolith API & MCP server.