CBOL

Calamos LDDR Bitcoin STR Alt Cross-source read$23.88 0.08%
UnclassifiedCUSIP 12811T563· EOD Sep 8, 2026

Among active 13F managers last quarter, 1 added and none reduced or exited; the largest holder to move was CGN Advisors LLC (+0.2%). No recent Form 4 insider filings for CBOL.

Tracked 13F holders
4
1 in Q2 2026 filings
13F value (tracked)
$1.5M
Smart-money readBullish
Net sellingNet buying
Funds · active managers, latest 13F
1 adding · 0 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

$23.88 0.08%1Y -4.3%
$23.21$23.69$24.18$24.66$25.14Oct 2025DecFeb 2026AprJulSep
Hover for who · click for detailEnd-of-day closing prices52w $23.34 – $25.01

Who owns CBOL?

4 tracked 13F filers · ranked by shares held

4 tracked 13F filers disclose a position in CBOL as of the latest SEC 13F filings, a combined $1.5M 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
1CGN Advisors LLC22K
$525K
+0.2%
Added · +52 sh
Q2 2026
2ATX Financial Planning, LLC15K
$361K
+28%
Added · +3K sh
Q2 2026
3Jane Street Group, LLC14K
$334K
−65%
Reduced · −27K sh
Q1 2026
4Susquehanna International Group, LLP12K
$279K
New
+12K 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.

Is CBOL being bought or sold by institutions?

Last quarter, 1 fund added to an existing position in CBOL, while none reduced or exited. Based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).

Added
1
added to an existing position
Biggest moves · ranked by size of the change, positions above a floor

Funds that own CBOL also own

CompanyCo-held byTheir position there
JPMorgan Core Plus Bond ETFJCPB1 funds$90.9M
Avantis International EquityAVDE1 funds$62.0M
Ste STR SPDR PT DW EU ETFSPDW1 funds$61.8M
SS SPDR P S&P 500 Growth ETFSPYG1 funds$54.7M
SS SPDR P S&P 500 Value ETFSPYV1 funds$52.3M
Vanguard Total Stock MKT ETFVTI1 funds$49.4M
SS SPDR P Int C Corp ETFSPIB1 funds$41.1M
Janus Henderson Mortg BackedJMBS1 funds$33.3M
Ishares Flex I A ETF-Usd IncBINC1 funds$33.0M
State Street SP PTF Em ETFSPEM1 funds$29.7M
Avantis Emerging Markets EqAVEM1 funds$26.5M
Vanguard Core Bond ETFVCRB1 funds$25.8M

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

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
21
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

1 tracked filers in Q2 2026 filingsstill filing
023Q4 2025Q1 2026Q2 2026
tracked filers holding their reported valueQ2 2026 filings so far: $525K
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
CAIEmc153 funds$516.8M
CAIQmc54 funds$115.9M
CAGEETF31 funds$20.7M
CPSMmc29 funds$27.3M
CPSJS&P 500 STR JULY29 funds$23.4M
CPNJmc29 funds$10.3M
CPSLLADDERED S&P 500 ETF28 funds$56.6M
CPSDS&P 500 STRUCTU28 funds$26.7M

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 CBOL

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Ask your agent what changed in CBOL

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/CBOL/capital-change-brief"
Ask your agent
Use Arkolith's capital_change_brief for CBOL.
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 CBOL. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.