44 tracked 13F filers disclose a position in CAIQ as of the latest SEC 13F filings, a combined $101.9M 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 | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Calamos Wealth Management LLC | $33.7M | 1.3M | ▲+164% Added · +781K sh | Q2 2026 | |
| 2 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | $12.3M | 518K | ▲+45% Added · +162K sh | Q1 2026 | |
| 3 | COMMONWEALTH EQUITY SERVICES, LLC | $10.9M | 459K | ▲+895% Added · +413K sh | Q1 2026 | |
| 4 | Strategic Blueprint, LLC | $10.5M | 391K | ▲+73% Added · +164K sh | Q2 2026 | |
| 5 | Cornerstone Wealth, LLC/TN | $7.3M | 281K | ▲+39% Added · +79K sh | Q2 2026 | |
| 6 | Redhawk Wealth Advisors, Inc. | $4.0M | 148K | ▲+27% Added · +31K sh | Q2 2026 | |
| 7 | Brookwood Investment Group LLC | $3.3M | 122K | ▲New +122K sh | Q2 2026 | |
| 8 | Onyx Bridge Wealth Group LLC | $2.5M | 92K | ▲New +92K sh | Q2 2026 | |
| 9 | Chicago Partners Investment Group LLC | $2.3M | 89K | ▲+101% Added · +45K sh | Q2 2026 | |
| 10 | INDEPENDENT FINANCIAL GROUP, LLC | $1.6M | 59K | ▲+389% Added · +47K sh | Q2 2026 | |
| 11 | Waverly Advisors, LLC | $1.2M | 50K | ▲New +50K sh | Q1 2026 | |
| 12 | Welch Financial Planning, LLC | $1.2M | 45K | ▲New +45K sh | Q2 2026 | |
| 13 | LexAurum Advisors, LLC | $1.1M | 42K | —Held | Q2 2026 | |
| 14 | PFG Investments, LLC | $931K | 39K | ▲New +39K sh | Q1 2026 | |
| 15 | Steward Partners Investment Advisory, LLC | $794K | 33K | ▲+193% Added · +22K sh | Q1 2026 | |
| 16 | WINNOW WEALTH LLC | $743K | 28K | ▲+57% Added · +10K sh | Q2 2026 | |
| 17 | Beacon Financial Advisory LLC | $720K | 27K | ▲+2.9% Added · +747 sh | Q2 2026 | |
| 18 | Haven Private, LLC | $639K | 24K | ▲New +24K sh | Q2 2026 | |
| 19 | Claro Advisors Inc. | $631K | 24K | ▲+103% Added · +12K sh | Q2 2026 | |
| 20 | KINGSWOOD WEALTH ADVISORS, LLC | $543K | 20K | ▲+75% Added · +9K sh | Q2 2026 | |
| 21 | JANE STREET GROUP, LLC | $468K | 20K | ▲+4.5% Added · +848 sh | Q1 2026 | |
| 22 | Family Office Research LLC | $456K | 17K | ▲+102% Added · +9K sh | Q2 2026 | |
| 23 | Secure Asset Management, LLC | $430K | 16K | ▲New +16K sh | Q2 2026 | |
| 24 | OLD MISSION CAPITAL LLC | $299K | 13K | ▼−14% Reduced · −2K sh | Q1 2026 | |
| 25 | Snowden Capital Advisors LLC | $292K | 12K | ▲New +12K 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, 12 funds opened a new position in CAIQ and 9 added to an existing one, while 2 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 |
|---|---|---|
| ISHARES CORE S&P 500 ETFIVV | 23 funds | $1.8B |
| NVIDIA CORPNVDA | 23 funds | $1.6B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 23 funds | $988.3M |
| APPLE INCAAPL | 22 funds | $1.6B |
| INVESCO QQQ TRUST SERIES 1QQQ | 22 funds | $829.0M |
| MICROSOFT CORPMSFT | 22 funds | $823.6M |
| AMAZON.COM INCAMZN | 22 funds | $727.5M |
| ALPHABET INC-CL AGOOGL | 22 funds | $531.2M |
| TESLA INCTSLA | 22 funds | $345.5M |
| META PLATFORMS INC-CLASS AMETA | 22 funds | $304.7M |
| COSTCO WHOLESALE CORPCOST | 22 funds | $231.2M |
| SPDR GOLD SHARESGLD | 22 funds | $205.5M |
Ranked by how many of CAIQ's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| CAIEmc | 124 funds | $409.2M |
| CAIQthis pagemc | 44 funds | $101.9M |
| CPNJmc | 27 funds | $9.4M |
| CPSLLADDERED S&P 500 | 26 funds | $55.2M |
| CPSMmc | 25 funds | $25.7M |
| CPSDS&P 500 STRUCTU | 25 funds | $25.6M |
| CPSJS&P 500 STRUCTUR | 25 funds | $21.6M |
| CPRJmc | 22 funds | $10.5M |
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.