7 tracked 13F filers disclose a position in CAPS as of the latest SEC 13F filings, a combined $45K 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 | GEODE CAPITAL MANAGEMENT, LLC | $16K | 61K | ▼−0.3% Reduced · −205 sh | Q2 2026 | |
| 2 | StoneX Group Inc. | $13K | 39K | ▲New +39K sh | Q2 2026 | |
| 3 | XTX Topco Ltd | $15K | 23K | ▲New +23K sh | Q1 2026 | |
| 4 | KERR FINANCIAL PLANNING Corp | $690 | 75 | —Held | Q2 2026 | |
| 5 | UBS Group AG | $41 | 61 | ▼−98% Reduced · −2K sh | Q1 2026 | |
| 6 | MORGAN STANLEY | $1 | 1 | —Held | Q1 2026 | |
| 7 | CITIGROUP INC | $1 | 1 | —Held | 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, 2 funds opened a new position in CAPS, while 0 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 |
|---|---|---|
| VANGUARD S&P 500 ETFVOO | 2 funds | $140.8M |
| ISHARES RUSSELL 1000 VALUE EIWD | 2 funds | $89.5M |
| SS SPDR S&P 500 ETF TRUST-USSPY | 2 funds | $66.9M |
| NVIDIA CORPNVDA | 2 funds | $65.9M |
| INVESCO QQQ TRUST SERIES 1QQQ | 2 funds | $50.4M |
| APPLE INCAAPL | 2 funds | $45.0M |
| ISHARES RUSSELL 1000 GROWTHIWF | 2 funds | $40.7M |
| AMAZON.COM INCAMZN | 2 funds | $38.0M |
| INVESCO S&P 500 EQUAL WEIGHTRSP | 2 funds | $37.6M |
| INVESCO NASDAQ 100 ETFQQQM | 2 funds | $36.3M |
| ISHARES MSCI SOUTH KOREA ETFEWY | 2 funds | $35.7M |
| SS SPDR DOW JONES INDUS AVGDIA | 2 funds | $27.4M |
Ranked by how many of CAPS's institutional holders also hold each name, a cross-fund conviction signal.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Mar 7, 2025 | Lipman Matthew E. | Chief Executive Officer, Director, 10% Owner | Buy (P) | 42K | $167K |
| Mar 7, 2025 | TOPOREK MICHAEL | Director | Buy (P) | 42K | $167K |
| Mar 7, 2025 | Strout Gordon Lewis Jr | Director | Buy (P) | 42K | $166K |
| Dec 21, 2018 | SUBIN NEIL S | 10% Owner | Sell (S) | 206K | $10K |
| Dec 21, 2018 | SUBIN NEIL S | 10% Owner | Buy (P) | 103K | $5K |
| Oct 5, 2017 | MILLER LLOYD I III | 10% Owner | Sell (S) | 100K | $6K |
| Jul 14, 2017 | BVF INVESTMENTS LLC | Insider | Sell (S) | 106K | $6K |
| Jul 14, 2017 | BVF INVESTMENTS LLC | Insider | Sell (S) | 242K | $15K |
| Jul 14, 2017 | BVF INVESTMENTS LLC | Insider | Sell (S) | 4.0M | $240K |
| Jan 4, 2017 | TAEGER LESLIE M | SVP Chief Financial Officer | Buy (P) | 50K | $4K |
| Dec 16, 2016 | MILLER LLOYD I III | 10% Owner | Sell (S) | 39K | $2K |
| Dec 15, 2016 | MILLER LLOYD I III | 10% Owner | Sell (S) | 20K | $800 |
Connected entities for CAPS
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/CAPS/capital-change-brief"
Use Arkolith's capital_change_brief for CAPS. 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 CAPS. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.