Among active 13F managers last quarter, 3 opened and 7 added, while 4 reduced; the largest holder to move was AllianceBernstein L.P. (−1.5%).
42 tracked 13F filers disclose a position in CAM as of the latest SEC 13F filings, a combined $975.8M 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 | AllianceBernstein L.P. | 34.4M | $863.0M | ▼−1.5% Reduced · −514K sh | Q1 2026 | |
| 2 | Wells Fargo & Company | 1.0M | $25.0M | ▲+6.5% Added · +61K sh | Q1 2026 | |
| 3 | Morgan Stanley | 770K | $19.2M | ▲+17% Added · +114K sh | Q1 2026 | |
| 4 | LPL Financial LLC | 483K | $12.0M | ▲+9.3% Added · +41K sh | Q1 2026 | |
| 5 | DDFG, Inc | 442K | $11.1M | ▼−1.1% Reduced · −5K sh | Q2 2026 | |
| 6 | Bank Of America Corp | 363K | $9.1M | ▲+7.8% Added · +26K sh | Q1 2026 | |
| 7 | JPMorgan Chase & Co | 273K | $6.8M | ▲New +273K sh | Q1 2026 | |
| 8 | UBS Group AG | 219K | $5.5M | ▼−5.0% Reduced · −12K sh | Q1 2026 | |
| 9 | Planned Solutions, Inc. | 131K | $3.3M | ▲+24% Added · +25K sh | Q2 2026 | |
| 10 | Cetera Investment Advisers | 64K | $1.6M | ▼−13% Reduced · −10K sh | Q1 2026 | |
| 11 | Fifth Third Bancorp | 60K | $1.5M | ▲New +60K sh | Q1 2026 | |
| 12 | Commonwealth Equity Services, LLC | 58K | $1.4M | ▲+3.0% Added · +2K sh | Q1 2026 | |
| 13 | Raymond James Financial Inc | 57K | $1.4M | ▲+1.5% Added · +847 sh | Q1 2026 | |
| 14 | Golden State Wealth Management, LLC | 57K | $1.4M | ▼−74% Reduced · −163K sh | Q2 2026 | |
| 15 | JSF Financial, LLC | 51K | $1.3M | ▼−3.5% Reduced · −2K sh | Q2 2026 | |
| 16 | Beacon Pointe Advisors, LLC | 44K | $1.1M | ▲+205% Added · +29K sh | Q2 2026 | |
| 17 | FF Advisors,LLC | 39K | $990K | —Held | Q2 2026 | |
| 18 | Bleakley Financial Group, LLC | 38K | $967K | ▼−0.1% Reduced · −54 sh | Q2 2026 | |
| 19 | Wealth Enhancement Advisory Services, LLC | 37K | $938K | ▲+124% Added · +21K sh | Q2 2026 | |
| 20 | Osaic Holdings, Inc. | 31K | $763K | ▼−83% Reduced · −152K sh | Q1 2026 | |
| 21 | Jane Street Group, LLC | 28K | $691K | ▼−89% Reduced · −233K sh | Q1 2026 | |
| 22 | Northwestern Mutual Wealth Management Co | 25K | $628K | ▼−16% Reduced · −5K sh | Q1 2026 | |
| 23 | Sanctuary Advisors, LLC | 24K | $605K | ▲+93% Added · +12K sh | Q2 2026 | |
| 24 | HighTower Advisors, LLC | 20K | $504K | ▲+115% Added · +11K sh | Q1 2026 | |
| 25 | Mgo One Seven LLC | 18K | $463K | ▲+37% Added · +5K 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, 3 funds opened a new position in CAM and 7 added to an existing one, while 4 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 | 18 funds | $23.2B |
| Microsoft CorpMSFT | 18 funds | $17.3B |
| Apple IncAAPL | 18 funds | $14.8B |
| Amazon.com IncAMZN | 18 funds | $14.7B |
| Eli Lilly & CoLLY | 18 funds | $5.3B |
| Vanguard Ftse Developed ETFVEA | 18 funds | $616.5M |
| Alphabet Inc-CL CGOOG | 17 funds | $13.3B |
| Meta Platforms Inc-Class AMETA | 17 funds | $9.8B |
| Alphabet Inc-CL AGOOGL | 17 funds | $4.7B |
| Costco Wholesale CorpCOST | 17 funds | $3.2B |
| Tesla IncTSLA | 17 funds | $2.6B |
| SS SPDR S&P 500 ETF Trust-USSPY | 17 funds | $2.0B |
Ranked by how many of CAM's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in CAM.
| Class | 13F holders | Value held |
|---|---|---|
| FWDcommon | 104 funds | $1.8B |
| TAFITAX AWARE SHRT | 95 funds | $1.0B |
| SYFISHORT DURATION H | 85 funds | $721.8M |
| YEARULTRA SHORT INCM | 84 funds | $1.3B |
| HYFIMF Closed and MF Open | 58 funds | $238.0M |
| ILOWMF Closed and MF Open | 54 funds | $1.6B |
| TAFMTAX AWARE INTERM | 46 funds | $563.9M |
| CAMthis pageMF Closed and MF Open | 43 funds | $975.9M |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
Connected entities for CAM
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.