51 tracked 13F filers disclose a position in CAPL as of the latest SEC 13F filings, a combined $55.8M 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 | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Clearbridge Investments, LLC | $10.5M | 505K | —Held | Q1 2026 | |
| 2 | JPMORGAN CHASE & CO | $8.7M | 425K | ▲+6.9% Added · +27K sh | Q1 2026 | |
| 3 | RAYMOND JAMES FINANCIAL INC | $6.4M | 309K | ▼−1.1% Reduced · −3K sh | Q1 2026 | |
| 4 | MORGAN STANLEY | $5.6M | 269K | ▲+415% Added · +217K sh | Q1 2026 | |
| 5 | FIRST TRUST ADVISORS LP | $3.9M | 190K | ▲+5.9% Added · +11K sh | Q1 2026 | |
| 6 | Blackstone Inc. | $2.7M | 132K | —Held | Q1 2026 | |
| 7 | LPL Financial LLC | $2.5M | 122K | ▲+1.9% Added · +2K sh | Q1 2026 | |
| 8 | NewEdge Wealth, LLC | $2.0M | 94K | ▲+1.3% Added · +1K sh | Q1 2026 | |
| 9 | U.S. Capital Wealth Advisors, LLC | $1.7M | 80K | —Held | Q1 2026 | |
| 10 | Mariner, LLC | $1.5M | 74K | ▼−5.0% Reduced · −4K sh | Q1 2026 | |
| 11 | STIFEL FINANCIAL CORP | $1.1M | 54K | ▲+11% Added · +6K sh | Q1 2026 | |
| 12 | UBS Group AG | $1.1M | 51K | ▲+34% Added · +13K sh | Q1 2026 | |
| 13 | GOLDMAN SACHS GROUP INC | $1.0M | 49K | ▲+34% Added · +12K sh | Q1 2026 | |
| 14 | JANE STREET GROUP, LLC | $873K | 42K | ▲Added Added · +42K sh | Q1 2026 | |
| 15 | Bramshill Investments, LLC | $631K | 30K | ▼−37% Reduced · −18K sh | Q1 2026 | |
| 16 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $591K | 28K | ▲Added Added · +28K sh | Q1 2026 | |
| 17 | INDEPENDENT FINANCIAL GROUP, LLC | $610K | 27K | ▲New +27K sh | Q2 2026 | |
| 18 | Corient Private Wealth LLC | $520K | 25K | —Held | Q1 2026 | |
| 19 | EXCHANGE TRADED CONCEPTS, LLC | $404K | 18K | ▼−4.6% Reduced · −872 sh | Q2 2026 | |
| 20 | Sanctuary Advisors, LLC | $370K | 18K | —Held | Q1 2026 | |
| 21 | Apollon Wealth Management, LLC | $338K | 16K | ▲+1.2% Added · +188 sh | Q1 2026 | |
| 22 | TRUIST FINANCIAL CORP | $301K | 15K | —Held | Q1 2026 | |
| 23 | CITADEL ADVISORS LLC | $289K | 14K | ▼−41% Reduced · −10K sh | Q1 2026 | |
| 24 | SEI INVESTMENTS CO | $278K | 13K | ▲New +13K sh | Q1 2026 | |
| 25 | BROWN ADVISORY INC | $253K | 12K | ▲+0.2% Added · +28 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, 4 funds opened a new position in CAPL and 3 added to an existing one, while 3 reduced and 0 exited entirely — 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 | Combined value |
|---|---|---|
| NVIDIA CORPNVDA | 13 funds | $7.3B |
| ISHARES CORE S&P 500 ETFIVV | 13 funds | $5.7B |
| MICROSOFT CORPMSFT | 13 funds | $4.3B |
| ALPHABET INC-CL AGOOGL | 13 funds | $3.4B |
| BROADCOM INCAVGO | 13 funds | $2.8B |
| META PLATFORMS INC-CLASS AMETA | 13 funds | $2.8B |
| JPMORGAN CHASE & COJPM | 13 funds | $2.2B |
| MICRON TECHNOLOGY INCMU | 13 funds | $1.9B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 13 funds | $1.9B |
| TAIWAN SEMICONDUCTOR-SP ADRTSM | 13 funds | $1.8B |
| TESLA INCTSLA | 13 funds | $1.7B |
| ALPHABET INC-CL CGOOG | 13 funds | $1.6B |
Ranked by how many of CAPL's institutional holders also hold each name, a cross-fund conviction signal.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Oct 10, 2025 | Topper Joseph V. Jr. | Director, 10% Owner | Buy (P) | 2K | $36K |
| Oct 10, 2025 | Reilly John B. III | Director, 10% Owner | Buy (P) | 2K | $37K |
| 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) | 66 | $1K |
| May 23, 2023 | Topper Joseph V. Jr. | Director, 10% Owner | Buy (P) | 14K | $249K |
| May 18, 2023 | Gannon Justin A. | Director | Buy (P) | 500 | $9K |
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.