Among active 13F managers last quarter, 16 opened and 12 added, while 3 reduced; the largest holder to move was Strategic Blueprint, LLC (+73%).
54 tracked 13F filers disclose a position in CAIQ as of the latest SEC 13F filings, a combined $115.9M 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 | Calamos Wealth Management LLC | 1.3M | $33.7M | ▲+164% Added · +781K sh | Q2 2026 | |
| 2 | United Capital Financial Advisors, LLC | 549K | $14.7M | ▲+6.1% Added · +31K sh | Q2 2026 | |
| 3 | Commonwealth Equity Services, LLC | 459K | $10.9M | ▲+895% Added · +413K sh | Q1 2026 | |
| 4 | Strategic Blueprint, LLC | 391K | $10.5M | ▲+73% Added · +164K sh | Q2 2026 | |
| 5 | Cornerstone Wealth, LLC | 281K | $7.3M | ▲+39% Added · +79K sh | Q2 2026 | |
| 6 | Intrepid Financial Planning Group LLC | 175K | $4.7M | ▲+78% Added · +77K sh | Q2 2026 | |
| 7 | Redhawk Wealth Advisors, Inc. | 148K | $4.0M | ▲+27% Added · +31K sh | Q2 2026 | |
| 8 | Brookwood Investment Group LLC | 122K | $3.3M | ▲New +122K sh | Q2 2026 | |
| 9 | Millington Financial Advisors, LLC | 108K | $2.8M | ▲+24% Added · +21K sh | Q2 2026 | |
| 10 | Onyx Bridge Wealth Group LLC | 92K | $2.5M | ▲New +92K sh | Q2 2026 | |
| 11 | Chicago Partners Investment Group LLC | 89K | $2.3M | ▲+101% Added · +45K sh | Q2 2026 | |
| 12 | Independent Financial Group, LLC | 59K | $1.6M | ▲+389% Added · +47K sh | Q2 2026 | |
| 13 | Insigneo Advisory Services, LLC | 45K | $1.2M | ▲+51% Added · +15K sh | Q2 2026 | |
| 14 | Welch Financial Planning, LLC | 45K | $1.2M | ▲New +45K sh | Q2 2026 | |
| 15 | LexAurum Advisors, LLC | 42K | $1.1M | —Held | Q2 2026 | |
| 16 | PFG Investments, LLC | 39K | $931K | ▲New +39K sh | Q1 2026 | |
| 17 | Snowden Capital Advisors LLC | 38K | $998K | ▲+212% Added · +26K sh | Q2 2026 | |
| 18 | Waverly Advisors, LLC | 38K | $1.0M | ▼−25% Reduced · −13K sh | Q2 2026 | |
| 19 | Steward Partners Investment Advisory, LLC | 37K | $999K | ▲+12% Added · +4K sh | Q2 2026 | |
| 20 | Winnacle Wealth LLC | 28K | $743K | ▲+57% Added · +10K sh | Q2 2026 | |
| 21 | Beacon Financial Advisory LLC | 27K | $720K | ▲+2.9% Added · +747 sh | Q2 2026 | |
| 22 | Haven Private, LLC | 24K | $639K | ▲New +24K sh | Q2 2026 | |
| 23 | Claro Advisors Inc. | 24K | $631K | ▲+103% Added · +12K sh | Q2 2026 | |
| 24 | Kingswood Wealth Advisors, LLC | 20K | $543K | ▲+75% Added · +9K sh | Q2 2026 | |
| 25 | Jane Street Group, LLC | 20K | $468K | ▲+4.5% Added · +848 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, 16 funds opened a new position in CAIQ and 12 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 |
|---|---|---|
| Nvidia CorpNVDA | 32 funds | $2.1B |
| SS SPDR S&P 500 ETF Trust-USSPY | 32 funds | $1.4B |
| Ishares Core S&P 500 ETFIVV | 31 funds | $2.3B |
| Apple IncAAPL | 31 funds | $2.2B |
| Invesco QQQ Trust Series 1QQQ | 31 funds | $1.2B |
| Microsoft CorpMSFT | 31 funds | $1.1B |
| Amazon.com IncAMZN | 31 funds | $1.0B |
| Meta Platforms Inc-Class AMETA | 31 funds | $433.8M |
| Tesla IncTSLA | 31 funds | $418.2M |
| Vanguard S&P 500 ETFVOO | 30 funds | $1.4B |
| Alphabet Inc-CL AGOOGL | 30 funds | $665.2M |
| Alphabet Inc-CL CGOOG | 30 funds | $660.5M |
Ranked by how many of CAIQ's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in CAIQ.
| Class | 13F holders | Value held |
|---|---|---|
| CAIEmc | 153 funds | $516.8M |
| CAIQthis pagemc | 54 funds | $115.9M |
| CAGEETF | 31 funds | $20.7M |
| CPSMmc | 30 funds | $27.4M |
| CPSJS&P 500 STR JULY | 30 funds | $23.5M |
| CPNJmc | 30 funds | $10.4M |
| CPSLLADDERED S&P 500 ETF | 29 funds | $56.6M |
| CPSDS&P 500 STRUCTU | 29 funds | $26.8M |
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 CAIQ
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/CAIQ/capital-change-brief"
Use Arkolith's capital_change_brief for CAIQ. 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 CAIQ. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.