23 tracked 13F filers disclose a position in CBTJ as of the latest SEC 13F filings, a combined $13.0M 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 | MBL Wealth, LLC | $7.8M | 450K | ▲+381% Added · +357K sh | Q2 2026 | |
| 2 | Calamos Advisors LLC | $1.3M | 74K | ▲+39% Added · +21K sh | Q2 2026 | |
| 3 | Beacon Pointe Advisors, LLC | $772K | 45K | ▼−0.1% Reduced · −29 sh | Q2 2026 | |
| 4 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $527K | 28K | ▼−32% Reduced · −13K sh | Q1 2026 | |
| 5 | DWM Financial Group, Inc. | $423K | 19K | ▲New +19K sh | Q2 2026 | |
| 6 | Calamos Wealth Management LLC | $322K | 19K | ▼−10% Reduced · −2K sh | Q2 2026 | |
| 7 | MCDONALD PARTNERS LLC | $318K | 18K | —Held | Q2 2026 | |
| 8 | GREENBERG FINANCIAL GROUP | $359K | 16K | ▲+14% Added · +2K sh | Q4 2025 | |
| 9 | JANE STREET GROUP, LLC | $274K | 15K | ▼−72% Reduced · −38K sh | Q1 2026 | |
| 10 | EVEXIA WEALTH LLC | $233K | 13K | ▼−9.2% Reduced · −1K sh | Q2 2026 | |
| 11 | TITLEIST ASSET MANAGEMENT, LLC | $181K | 10K | ▲New +10K sh | Q2 2026 | |
| 12 | MML INVESTORS SERVICES, LLC | $173K | 10K | ▲New +10K sh | Q2 2026 | |
| 13 | Integrated Wealth Concepts LLC | $104K | 6K | ▲New +6K sh | Q2 2026 | |
| 14 | IFP Advisors, Inc | $95K | 6K | ▲+3.0% Added · +160 sh | Q2 2026 | |
| 15 | AE Wealth Management LLC | $63K | 3K | ▲New +3K sh | Q1 2026 | |
| 16 | GUARDIAN WEALTH ADVISORS, LLC / NC | $28K | 2K | ▲New +2K sh | Q1 2026 | |
| 17 | Farther Finance Advisors, LLC | $19K | 1K | ▲New +1K sh | Q1 2026 | |
| 18 | Aptus Capital Advisors, LLC | $17K | 1K | ▼−33% Reduced · −500 sh | Q2 2026 | |
| 19 | HARBOUR INVESTMENTS, INC. | $14K | 731 | ▼−93% Reduced · −10K sh | Q1 2026 | |
| 20 | OSAIC HOLDINGS, INC. | $9K | 500 | ▼−1.4% Reduced · −7 sh | Q1 2026 | |
| 21 | UBS Group AG | $528 | 28 | ▼−99% Reduced · −2K sh | Q1 2026 | |
| 22 | DHJJ Financial Advisors, Ltd. | $173 | 10 | ▼−80% Reduced · −40 sh | Q2 2026 | |
| 23 | Legacy Wealth Managment, LLC/ID | $140 | 6 | ▲New +6 sh | Q1 2025 |
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, 3 funds opened a new position in CBTJ and 3 added to an existing one, while 2 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 | 8 funds | $2.2B |
| APPLE INCAAPL | 8 funds | $2.0B |
| MICROSOFT CORPMSFT | 8 funds | $1.2B |
| AMAZON.COM INCAMZN | 8 funds | $1.1B |
| ALPHABET INC-CL AGOOGL | 8 funds | $971.1M |
| BROADCOM INCAVGO | 8 funds | $765.1M |
| ALPHABET INC-CL CGOOG | 8 funds | $673.4M |
| TESLA INCTSLA | 8 funds | $535.7M |
| META PLATFORMS INC-CLASS AMETA | 8 funds | $526.8M |
| ELI LILLY & COLLY | 8 funds | $495.9M |
| ADVANCED MICRO DEVICESAMD | 8 funds | $457.5M |
| JPMORGAN CHASE & COJPM | 8 funds | $431.2M |
Ranked by how many of CBTJ's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| CAIEmc | 152 funds | $495.4M |
| CAIQmc | 55 funds | $113.1M |
| CPSLLADDERED S&P 500 | 31 funds | $56.1M |
| CAGEETF | 31 funds | $19.9M |
| CPSJS&P 500 STRUCTUR | 30 funds | $23.1M |
| CPSMmc | 29 funds | $27.3M |
| CPSDS&P 500 STRUCTU | 28 funds | $26.1M |
| CPNJmc | 28 funds | $10.0M |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
No filings captured for this ticker in the live stream yet.
Connected entities for CBTJ
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/CBTJ/capital-change-brief"
Use Arkolith's capital_change_brief for CBTJ. 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 CBTJ. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.