CAOS

Alpha Architect Tail Risk Cross-source read$90.51 0.08%
UnclassifiedCUSIP 02072L516· EOD Sep 11, 2026

Among active 13F managers last quarter, 11 opened and 18 added, while 5 reduced; the largest holder to move was Wealthcare Capital Management LLC (+2.0%). No recent Form 4 insider filings for CAOS.

Tracked 13F holders
56
48 in Q2 2026 filings
13F value (tracked)
$437.0M
Smart-money readBullish
Net sellingNet buying
Funds · active managers, latest 13F
29 adding · 5 trimming
Insiders · Form 4 open-market, 180d
0 buying · 0 selling
US House · STOCK Act, 180d
0 buying · 0 selling

Funds lean in and no leg opposes.

Price & smart-money activity

$90.51 0.08%4Y +17.6%
$73.90$78.62$83.34$88.07$92.792023202420252026355111341441510189276
Hover for who · click for detailEnd-of-day closing prices52w $89.52 – $90.87

Who owns CAOS?

56 tracked 13F filers · ranked by shares held

56 tracked 13F filers disclose a position in CAOS as of the latest SEC 13F filings, a combined $437.0M 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.

#FundSharesPosition valueLast moveAs ofHistory
1Wealthcare Capital Management LLC1.0M
$94.1M
+2.0%
Added · +20K sh
Q2 2026
2Insight Advisors, LLC/ PA857K
$77.4M
−4.8%
Reduced · −44K sh
Q2 2026
3Empowered Funds, LLC597K
$54.2M
Held
Q1 2026
4Continuum Wealth Advisors, LLC460K
$41.6M
−20%
Reduced · −113K sh
Q2 2026
5Cultivar Capital, Inc.222K
$20.1M
+10.0%
Added · +20K sh
Q2 2026
6HighTower Advisors, LLC222K
$20.1M
−2.8%
Reduced · −6K sh
Q1 2026
7Wealthcare Advisory Partners LLC208K
$18.8M
+11%
Added · +21K sh
Q2 2026
8Empirical Finance, LLC187K
$17.0M
New
+187K sh
Q1 2026
9Hill Island Financial LLC142K
$12.8M
+5.8%
Added · +8K sh
Q2 2026
10Strata Wealth Advisors, LLC94K
$8.5M
+9.1%
Added · +8K sh
Q2 2026
11Kathmere Capital Management, LLC91K
$8.2M
Held
Q2 2026
12Maridea Wealth Management LLC91K
$8.2M
+10%
Added · +9K sh
Q2 2026
13L.K. Benson & Company, P.C.85K
$7.7M
+11%
Added · +8K sh
Q2 2026
14Vise Technologies, Inc.63K
$5.7M
New
+63K sh
Q2 2026
15Seeds Investor LLC47K
$4.3M
+36%
Added · +12K sh
Q2 2026
16Bravias Capital Group, LLC42K
$3.8M
+13%
Added · +5K sh
Q2 2026
17Encompass More Asset Management40K
$3.6M
New
+40K sh
Q2 2026
18CLG LLC30K
$2.7M
−7.0%
Reduced · −2K sh
Q2 2026
19Sankala Group LLC23K
$2.1M
−0.7%
Reduced · −165 sh
Q2 2026
20LPL Financial LLC22K
$2.0M
+523%
Added · +19K sh
Q1 2026
21Centaurus Financial, Inc.21K
$1.9M
+19%
Added · +3K sh
Q2 2026
22Latitude Advisors, LLC17K
$1.5M
+247%
Added · +12K sh
Q2 2026
23Entrewealth, LLC17K
$1.5M
+23%
Added · +3K sh
Q2 2026
24Valley Financial Group, Inc.15K
$1.3M
−1.0%
Reduced · −148 sh
Q2 2026
25Citadel Advisors LLC14K
$1.3M
New
+14K 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.

Is CAOS being bought or sold by institutions?

Last quarter, 11 funds opened a new position in CAOS and 18 added to an existing one, while 5 reduced. Based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).

Opened
11
funds took a first position
Added
18
added to an existing position
Reduced
5
reduced, still holding
Biggest moves · ranked by size of the change, positions above a floor

Funds that own CAOS also own

CompanyCo-held byTheir position there
Nvidia CorpNVDA36 funds$7.7B
Apple IncAAPL36 funds$7.0B
Ishares Core S&P 500 ETFIVV35 funds$14.8B
Microsoft CorpMSFT35 funds$4.2B
JPMorgan Chase & CoJPM35 funds$1.9B
Vanguard S&P 500 ETFVOO35 funds$1.4B
Alphabet Inc-CL AGOOGL34 funds$3.2B
SS SPDR S&P 500 ETF Trust-USSPY34 funds$1.5B
Amazon.com IncAMZN33 funds$4.5B
Alphabet Inc-CL CGOOG33 funds$2.4B
Eli Lilly & CoLLY33 funds$2.0B
Berkshire Hathaway Inc-CL BBRK/B33 funds$1.5B

Ranked by how many of CAOS's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in CAOS.

Insider activity (Form 4)

No open-market insider transactions on file yet. Grants, gifts, and exercises live on the full insider page.

Do institutions, insiders and Congress agree?

Mixed signals

Where institutional funds (13F), corporate insiders (Form 4) and US House members (STOCK Act) are buying or selling the same name in the same window. Green is buying, red is selling.

SEC EDGAR 13F + Form 4 + US House STOCK Act{ }get_ticker_confluence · API & MCP

Signals by source

Insiders and Congress: last 180 days. Funds: latest 13F, top 100 holders incl. passive

SourceBuyingSellingNet
13F funds
Top 100 holders by value, passive included; the hero counts active managers only
2511
Insiders
Form 4 open-market
00$0
US House
STOCK Act trades
00$0

Capital Rotation reports where institutional capital disclosed rotating, as of the latest public SEC 13F filings. It is data, not investment advice, a recommendation, or a prediction. Filings lag about 45 days and cover long US equity positions only. Past disclosed flows do not indicate future prices. Do your own research; consult a licensed advisor.

Institutional ownership over time

48 tracked filers in Q2 2026 filingsstill filing
02549Q3 2024Q1 2025Q3 2025Q1 2026Q2 2026
tracked filers holding their reported valueQ2 2026 filings so far: $342.1M
Each bar counts tracked filers with a position in that quarter's filings, so the newest bar excludes filers still on an earlier quarter. Arkolith's tracked universe has grown over this window; part of any long-run rise is coverage, not new buyers.

Share classes

Class13F holdersValue held
BOXXmc343 funds$1.9B
FRDMmc289 funds$2.2B
BSVOFUND123 funds$2.1B
STRVmc123 funds$381.3M
DRLLmc91 funds$35.5M
QMOMmc65 funds$196.3M
BBLUmc64 funds$135.6M
BUXXSTRIVE ENHANCED63 funds$280.5M

Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.

Recent filings

0 most recent

No filings captured for this ticker in the live stream yet.

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Connected entities for CAOS

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Ask your agent what changed in CAOS

This stock 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.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/CAOS/capital-change-brief"
Ask your agent
Use Arkolith's capital_change_brief for CAOS.
Tell me what changed, whether insider activity
corroborates it, and cite the SEC evidence.

13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for CAOS. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.