| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | ALLIANCEBERNSTEIN L.P. | $863.0M | 34.4M | ▼−1.5% Reduced · −514K sh | Q1 2026 | |
| 2 | WELLS FARGO & COMPANY/MN | $25.0M | 1.0M | ▲+6.5% Added · +61K sh | Q1 2026 | |
| 3 | MORGAN STANLEY | $19.2M | 770K | ▲+17% Added · +114K sh | Q1 2026 | |
| 4 | LPL Financial LLC | $12.0M | 483K | ▲+9.3% Added · +41K sh | Q1 2026 | |
| 5 | BANK OF AMERICA CORP /DE/ | $9.1M | 363K | ▲+7.8% Added · +26K sh | Q1 2026 | |
| 6 | JPMORGAN CHASE & CO | $6.8M | 273K | ▲New +273K sh | Q1 2026 | |
| 7 | UBS Group AG | $5.5M | 219K | ▼−5.0% Reduced · −12K sh | Q1 2026 | |
| 8 | Planned Solutions, Inc. | $3.3M | 131K | ▲+24% Added · +25K sh | Q2 2026 | |
| 9 | Cetera Investment Advisers | $1.6M | 64K | ▼−13% Reduced · −10K sh | Q1 2026 | |
| 10 | FIFTH THIRD BANCORP | $1.5M | 60K | ▲New +60K sh | Q1 2026 | |
| 11 | COMMONWEALTH EQUITY SERVICES, LLC | $1.4M | 58K | ▲+3.0% Added · +2K sh | Q1 2026 | |
| 12 | RAYMOND JAMES FINANCIAL INC | $1.4M | 57K | ▲+1.5% Added · +847 sh | Q1 2026 | |
| 13 | Bleakley Financial Group, LLC | $961K | 38K | ▼−3.0% Reduced · −1K sh | Q1 2026 | |
| 14 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $938K | 37K | ▲+124% Added · +21K sh | Q2 2026 | |
| 15 | OSAIC HOLDINGS, INC. | $763K | 31K | ▼−83% Reduced · −152K sh | Q1 2026 | |
| 16 | JANE STREET GROUP, LLC | $691K | 28K | ▼−89% Reduced · −233K sh | Q1 2026 | |
| 17 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $628K | 25K | ▼−16% Reduced · −5K sh | Q1 2026 | |
| 18 | Retirement Planning Group, LLC | $513K | 21K | ▲New +21K sh | Q1 2026 | |
| 19 | HighTower Advisors, LLC | $504K | 20K | ▲+115% Added · +11K sh | Q1 2026 | |
| 20 | Arax Advisory Partners | $411K | 16K | —Held | Q1 2026 | |
| 21 | Perigon Wealth Management, LLC | $362K | 14K | —Held | Q1 2026 | |
| 22 | Beacon Pointe Advisors, LLC | $358K | 14K | ▲+34% Added · +4K sh | Q1 2026 | |
| 23 | Equitable Holdings, Inc. | $343K | 14K | ▼−31% Reduced · −6K sh | Q1 2026 | |
| 24 | MGO ONE SEVEN LLC | $335K | 13K | —Held | Q1 2026 | |
| 25 | ENVESTNET ASSET MANAGEMENT INC | $319K | 13K | ▲New +13K 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.
| Company | Co-held by | Combined value |
|---|---|---|
| ISHARES CORE S&P 500 ETFIVV | 15 funds | $9.1B |
| NVIDIA CORPNVDA | 15 funds | $6.8B |
| MICROSOFT CORPMSFT | 15 funds | $4.0B |
| ALPHABET INC-CL AGOOGL | 15 funds | $2.9B |
| ISHARES CORE U.S. AGGREGATEAGG | 15 funds | $2.6B |
| META PLATFORMS INC-CLASS AMETA | 15 funds | $2.4B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 15 funds | $2.3B |
| JPMORGAN CHASE & COJPM | 15 funds | $2.2B |
| BROADCOM INCAVGO | 15 funds | $2.2B |
| ALPHABET INC-CL CGOOG | 15 funds | $2.0B |
| MICRON TECHNOLOGY INCMU | 15 funds | $1.8B |
| TAIWAN SEMICONDUCTOR-SP ADRTSM | 15 funds | $1.8B |
Ranked by how many of CAM's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| TAFITAX AWARE SHRT | 70 funds | $963.3M |
| SYFISHORT DURATION H | 60 funds | $689.5M |
| FWDSTOK | 58 funds | $1.5B |
| YEARULTRA SHORT INCM | 58 funds | $1.2B |
| ILOWMF Closed and MF Open | 41 funds | $1.6B |
| TAFMTAX AWARE INTERM | 39 funds | $485.8M |
| HYFIMF Closed and MF Open | 38 funds | $247.2M |
| CAMthis pageFUND | 36 funds | $959.4M |
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.
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/CAM/capital-change-brief"
Use Arkolith's capital_change_brief for CAM. 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 CAM. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.