Among active 13F managers last quarter, 1 opened and 6 added, while none reduced or exited; the largest holder to move was Beacon Financial Advisory LLC (+0.8%).
20 tracked 13F filers disclose a position in CCEF as of the latest SEC 13F filings, a combined $11.6M 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 | Beacon Financial Advisory LLC | 90K | $2.7M | ▲+0.8% Added · +756 sh | Q2 2026 | |
| 2 | Commonwealth Equity Services, LLC | 65K | $1.8M | ▲+3.0% Added · +2K sh | Q1 2026 | |
| 3 | Steward Partners Investment Advisory, LLC | 42K | $1.3M | ▲+95% Added · +20K sh | Q2 2026 | |
| 4 | Truist Financial Corp | 35K | $999K | ▲+2.6% Added · +905 sh | Q1 2026 | |
| 5 | Fearless Solutions, LLC dba Best Invest | 31K | $923K | ▲+15% Added · +4K sh | Q2 2026 | |
| 6 | IFP Advisors, Inc | 27K | $820K | ▲+59% Added · +10K sh | Q2 2026 | |
| 7 | William Mack & Associates, Inc. | 26K | $784K | ▲New +26K sh | Q2 2026 | |
| 8 | Ausdal Financial Partners, Inc. | 25K | $741K | ▲+3.3% Added · +795 sh | Q2 2026 | |
| 9 | Osaic Holdings, Inc. | 24K | $666K | ▲+6.0% Added · +1K sh | Q1 2026 | |
| 10 | Integrated Wealth Concepts LLC | 14K | $419K | ▲~0% Added · +2 sh | Q2 2026 | |
| 11 | Kingsview Wealth Management, LLC | 12K | $351K | ▲+5.4% Added · +600 sh | Q2 2026 | |
| 12 | Kerr Financial Planning Corp | 2K | $53K | —Held | Q2 2026 | |
| 13 | Global Retirement Partners, LLC | 1K | $39K | ▲+3.1% Added · +39 sh | Q2 2026 | |
| 14 | Lanark Financial, Inc. | 1K | $30K | —Held | Q2 2026 | |
| 15 | AE Wealth Management LLC | 330 | $9K | ▲New +330 sh | Q1 2026 | |
| 16 | Atlantic Union Bankshares Corp | 300 | $9K | —Held | Q2 2026 | |
| 17 | UBS Group AG | 163 | $5K | ▲New +163 sh | Q1 2026 | |
| 18 | SBI Securities Co., Ltd. | 153 | $5K | —Held | Q2 2026 | |
| 19 | Elevated Capital Advisors, LLC | 33 | $977 | ▲+3.1% Added · +1 sh | Q2 2026 | |
| 20 | Private Wealth Asset Management, LLC | 25 | $748 | —Held | Q2 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, 1 fund opened a new position in CCEF and 6 added to an existing one, 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).
| Company | Co-held by | Their position there |
|---|---|---|
| Nvidia CorpNVDA | 9 funds | $841.4M |
| Apple IncAAPL | 9 funds | $586.5M |
| Vanguard S&P 500 ETFVOO | 9 funds | $395.1M |
| Invesco QQQ Trust Series 1QQQ | 9 funds | $378.5M |
| Amazon.com IncAMZN | 9 funds | $302.1M |
| Alphabet Inc-CL AGOOGL | 9 funds | $295.7M |
| Microsoft CorpMSFT | 9 funds | $290.3M |
| Ishares Core S&P 500 ETFIVV | 9 funds | $258.4M |
| Micron Technology IncMU | 9 funds | $225.1M |
| Alphabet Inc-CL CGOOG | 9 funds | $208.4M |
| Tesla IncTSLA | 9 funds | $207.9M |
| Vanguard Ftse Developed ETFVEA | 9 funds | $174.0M |
Ranked by how many of CCEF's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in CCEF.
| Class | 13F holders | Value held |
|---|---|---|
| CAIEmc | 153 funds | $516.8M |
| CAIQmc | 54 funds | $115.9M |
| CAGEETF | 31 funds | $20.7M |
| CPSMmc | 30 funds | $27.4M |
| CPSJS&P 500 STR JULY | 30 funds | $23.5M |
| CPNJmc | 30 funds | $10.4M |
| CPSLLADDERED S&P 500 ETF | 29 funds | $56.6M |
| CPSDS&P 500 STRUCTU | 29 funds | $26.8M |
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 CCEF
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/CCEF/capital-change-brief"
Use Arkolith's capital_change_brief for CCEF. 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 CCEF. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.