| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC | $26.2M | 808K | ▼−0.4% Reduced · −3K sh | Q2 2026 | |
| 2 | FOUNDATIONS INVESTMENT ADVISORS, LLC | $22.6M | 732K | ▲+28% Added · +160K sh | Q1 2026 | |
| 3 | UBS Group AG | $12.4M | 402K | ▲+9.3% Added · +34K sh | Q1 2026 | |
| 4 | WADDELL & ASSOCIATES, LLC | $10.7M | 329K | ▼−1.6% Reduced · −5K sh | Q2 2026 | |
| 5 | HF Advisory Group, LLC | $4.9M | 150K | ▲+8.7% Added · +12K sh | Q2 2026 | |
| 6 | CITADEL ADVISORS LLC | $4.1M | 133K | ▲+378% Added · +105K sh | Q1 2026 | |
| 7 | BANK OF MONTREAL /CAN/ | $3.7M | 119K | ▼−0.1% Reduced · −170 sh | Q1 2026 | |
| 8 | Csenge Advisory Group | $3.0M | 98K | ▼−6.1% Reduced · −6K sh | Q1 2026 | |
| 9 | JANE STREET GROUP, LLC | $2.7M | 86K | ▲New +86K sh | Q1 2026 | |
| 10 | KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | $894K | 29K | —Held | Q1 2026 | |
| 11 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $650K | 21K | ▲+45% Added · +7K sh | Q1 2026 | |
| 12 | Dana Investment Advisors, Inc. | $646K | 21K | —Held | Q1 2026 | |
| 13 | Sepio Capital, LP | $534K | 17K | —Held | Q1 2026 | |
| 14 | CREATIVE FINANCIAL DESIGNS INC /ADV | $476K | 15K | ▼−1.0% Reduced · −150 sh | Q1 2026 | |
| 15 | CIBC WORLD MARKET INC. | $440K | 14K | ▼−48% Reduced · −13K sh | Q1 2026 | |
| 16 | KINGSWOOD WEALTH ADVISORS, LLC | $299K | 10K | ▼−47% Reduced · −8K sh | Q1 2026 | |
| 17 | Corient Private Wealth LLC | $275K | 9K | —Held | Q1 2026 | |
| 18 | AQR CAPITAL MANAGEMENT LLC | $262K | 8K | ▲New +8K sh | Q1 2026 | |
| 19 | Navis Wealth Advisors, LLC | $255K | 8K | ▲New +8K sh | Q1 2026 | |
| 20 | LPL Financial LLC | $234K | 8K | ▼−19% Reduced · −2K sh | Q1 2026 | |
| 21 | Kestra Advisory Services, LLC | $210K | 7K | —Held | Q1 2026 | |
| 22 | GOLDMAN SACHS GROUP INC | $204K | 7K | ▼−78% Reduced · −23K sh | Q1 2026 | |
| 23 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $100K | 3K | ▲+26% Added · +673 sh | Q1 2026 | |
| 24 | FIFTH THIRD BANCORP | $96K | 3K | ▲New +3K sh | Q1 2026 | |
| 25 | Root Financial Partners, LLC | $32K | 1K | ▲New +1K 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 |
|---|---|---|
| NVIDIA CORPNVDA | 14 funds | $7.6B |
| APPLE INCAAPL | 14 funds | $6.0B |
| MICROSOFT CORPMSFT | 14 funds | $5.0B |
| AMAZON.COM INCAMZN | 14 funds | $4.5B |
| ALPHABET INC-CL AGOOGL | 14 funds | $3.8B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 14 funds | $3.2B |
| BROADCOM INCAVGO | 14 funds | $3.1B |
| META PLATFORMS INC-CLASS AMETA | 14 funds | $2.8B |
| JPMORGAN CHASE & COJPM | 14 funds | $2.4B |
| ALPHABET INC-CL CGOOG | 14 funds | $2.0B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 14 funds | $1.6B |
| INVESCO QQQ TRUST SERIES 1QQQ | 14 funds | $1.5B |
Ranked by how many of CAPE's institutional holders also hold each name, a cross-fund conviction signal.
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/CAPE/capital-change-brief"
Use Arkolith's capital_change_brief for CAPE. 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 CAPE. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.