Among active 13F managers last quarter, 6 opened and 4 added, while 1 reduced; the largest holder to move was Arax Advisory Partners (new position). No open-market insider trades in the last 180 days.
Funds lean in and no leg opposes.
53 tracked 13F filers disclose a position in CAPL as of the latest SEC 13F filings, a combined $58.9M 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 | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Clearbridge Investments, LLC | 505K | $10.5M | —Held | Q1 2026 | |
| 2 | JPMorgan Chase & Co | 425K | $8.7M | ▲+6.9% Added · +27K sh | Q1 2026 | |
| 3 | Raymond James Financial Inc | 309K | $6.4M | ▼−1.1% Reduced · −3K sh | Q1 2026 | |
| 4 | Morgan Stanley | 269K | $5.6M | ▲+415% Added · +217K sh | Q1 2026 | |
| 5 | First Trust Advisors LP | 190K | $3.9M | ▲+5.9% Added · +11K sh | Q1 2026 | |
| 6 | Blackstone Inc. | 132K | $2.7M | —Held | Q1 2026 | |
| 7 | LPL Financial LLC | 122K | $2.5M | ▲+1.9% Added · +2K sh | Q1 2026 | |
| 8 | NewEdge Wealth, LLC | 93K | $2.1M | ▼−0.8% Reduced · −800 sh | Q2 2026 | |
| 9 | Arax Advisory Partners | 80K | $1.8M | ▲New +80K sh | Q2 2026 | |
| 10 | U.S. Capital Wealth Advisors, LLC | 80K | $1.7M | —Held | Q1 2026 | |
| 11 | Citadel Advisors LLC | 75K | $1.7M | ▲+436% Added · +61K sh | Q2 2026 | |
| 12 | Mariner, LLC | 74K | $1.5M | ▼−5.0% Reduced · −4K sh | Q1 2026 | |
| 13 | Stifel Financial Corp | 54K | $1.1M | ▲+11% Added · +6K sh | Q1 2026 | |
| 14 | UBS Group AG | 51K | $1.1M | ▲+34% Added · +13K sh | Q1 2026 | |
| 15 | Goldman Sachs Group Inc | 49K | $1.0M | ▲+34% Added · +12K sh | Q1 2026 | |
| 16 | Jane Street Group, LLC | 42K | $873K | ▲Added Added · +42K sh | Q1 2026 | |
| 17 | Private Advisor Group, LLC | 30K | $671K | ▲New +30K sh | Q2 2026 | |
| 18 | Susquehanna International Group, LLP | 28K | $591K | ▲Added Added · +28K sh | Q1 2026 | |
| 19 | Independent Financial Group, LLC | 27K | $610K | ▲New +27K sh | Q2 2026 | |
| 20 | Corient Private Wealth LP | 25K | $520K | —Held | Q1 2026 | |
| 21 | Exchange Traded Concepts, LLC | 18K | $404K | ▼−4.6% Reduced · −872 sh | Q2 2026 | |
| 22 | Apollon Wealth Management, LLC | 16K | $338K | ▲+1.2% Added · +188 sh | Q1 2026 | |
| 23 | American Financial Group Inc | 15K | $336K | —Held | Q2 2026 | |
| 24 | Truist Financial Corp | 15K | $301K | —Held | Q1 2026 | |
| 25 | Sei Investments Co | 13K | $278K | ▲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.
Last quarter, 6 funds opened a new position in CAPL and 4 added to an existing one, while 1 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 |
|---|---|---|
| Citigroup IncC | 19 funds | $5.1B |
| Nvidia CorpNVDA | 18 funds | $31.8B |
| Microsoft CorpMSFT | 18 funds | $26.3B |
| Apple IncAAPL | 18 funds | $23.2B |
| Amazon.com IncAMZN | 18 funds | $21.6B |
| Alphabet Inc-CL AGOOGL | 18 funds | $16.8B |
| Meta Platforms Inc-Class AMETA | 18 funds | $11.1B |
| Alphabet Inc-CL CGOOG | 18 funds | $10.2B |
| JPMorgan Chase & CoJPM | 18 funds | $7.5B |
| Mastercard Inc - AMA | 18 funds | $6.0B |
| Netflix IncNFLX | 18 funds | $5.3B |
| Bank Of America CorpBAC | 18 funds | $5.0B |
Ranked by how many of CAPL's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in CAPL.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Oct 10, 2025 | Reilly John B. III | Director, 10% Owner | Buy (P) | 2K | $37K |
| Oct 10, 2025 | Topper Joseph V. Jr. | Director, 10% Owner | Buy (P) | 2K | $36K |
| Aug 12, 2025 | Topper Joseph V. Jr. | Director, 10% Owner | Buy (P) | 3K | $54K |
| Aug 12, 2025 | Reilly John B. III | Director, 10% Owner | Buy (P) | 3K | $54K |
| May 16, 2024 | Kelso Thomas E | Director | Buy (P) | 500 | $10K |
| May 14, 2024 | Gannon Justin A. | Director | Buy (P) | 500 | $10K |
| Mar 4, 2024 | Kelso Thomas E | Director | Buy (P) | 500 | $11K |
| May 25, 2023 | Topper Joseph V. Jr. | Director, 10% Owner | Buy (P) | 6K | $109K |
| May 24, 2023 | Topper Joseph V. Jr. | Director, 10% Owner | Buy (P) | 17K | $311K |
| May 23, 2023 | Topper Joseph V. Jr. | Director, 10% Owner | Buy (P) 2 lots, same day | 14K | $250K |
| May 18, 2023 | Gannon Justin A. | Director | Buy (P) | 500 | $9K |
| May 17, 2023 | Gannon Justin A. | Director | Buy (P) | 1K | $19K |
One row per insider, day and transaction code; shares and value are summed across the lots. Every lot is on the full insider page and in the filing.
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.
Insiders and Congress: last 180 days. Funds: latest 13F, top 100 holders incl. passive
| Source | Buying | Selling | Net |
|---|---|---|---|
13F funds Top 100 holders by value, passive included; the hero counts active managers only | 16 | 7 | – |
Insiders Form 4 open-market | 0 | 0 | $0 |
US House STOCK Act trades | 0 | 0 | $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.
Connected entities for CAPL
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.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/CAPL/capital-change-brief"
Use Arkolith's capital_change_brief for CAPL. 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 CAPL. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.