19 tracked 13F filers disclose a position in CCEF as of the latest SEC 13F filings, a combined $10.8M 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 | Beacon Financial Advisory LLC | $2.7M | 90K | ▲+0.8% Added · +756 sh | Q2 2026 | |
| 2 | COMMONWEALTH EQUITY SERVICES, LLC | $1.8M | 65K | ▲+3.0% Added · +2K sh | Q1 2026 | |
| 3 | TRUIST FINANCIAL CORP | $999K | 35K | ▲+2.6% Added · +905 sh | Q1 2026 | |
| 4 | Fearless Solutions, LLC dba Best Invest | $923K | 31K | ▲+15% Added · +4K sh | Q2 2026 | |
| 5 | IFP Advisors, Inc | $820K | 27K | ▲+59% Added · +10K sh | Q2 2026 | |
| 6 | William Mack & Associates, Inc. | $784K | 26K | ▲New +26K sh | Q2 2026 | |
| 7 | Ausdal Financial Partners, Inc. | $675K | 24K | ▲+16% Added · +3K sh | Q1 2026 | |
| 8 | OSAIC HOLDINGS, INC. | $666K | 24K | ▲+6.0% Added · +1K sh | Q1 2026 | |
| 9 | Steward Partners Investment Advisory, LLC | $605K | 21K | ▲+157% Added · +13K sh | Q1 2026 | |
| 10 | Integrated Wealth Concepts LLC | $395K | 14K | ▲New +14K sh | Q1 2026 | |
| 11 | Kingsview Wealth Management, LLC | $313K | 11K | ▲+17% Added · +2K sh | Q1 2026 | |
| 12 | KERR FINANCIAL PLANNING Corp | $53K | 2K | —Held | Q2 2026 | |
| 13 | LANARK FINANCIAL, INC. | $30K | 1K | —Held | Q2 2026 | |
| 14 | Aptus Capital Advisors, LLC | $11K | 400 | —Held | Q1 2026 | |
| 15 | AE Wealth Management LLC | $9K | 330 | ▲New +330 sh | Q1 2026 | |
| 16 | Atlantic Union Bankshares Corp | $8K | 300 | —Held | Q1 2026 | |
| 17 | UBS Group AG | $5K | 163 | ▲New +163 sh | Q1 2026 | |
| 18 | SBI Securities Co., Ltd. | $5K | 153 | —Held | Q2 2026 | |
| 19 | Elevated Capital Advisors, LLC | $977 | 33 | ▲+3.1% Added · +1 sh | 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 5 added to an existing one, 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 |
|---|---|---|
| NVIDIA CORPNVDA | 9 funds | $971.1M |
| APPLE INCAAPL | 9 funds | $695.1M |
| VANGUARD S&P 500 ETFVOO | 9 funds | $431.3M |
| MICROSOFT CORPMSFT | 9 funds | $402.7M |
| AMAZON.COM INCAMZN | 9 funds | $367.9M |
| ALPHABET INC-CL CGOOG | 9 funds | $312.6M |
| INVESCO QQQ TRUST SERIES 1QQQ | 9 funds | $298.4M |
| VANGUARD FTSE DEVELOPED ETFVEA | 9 funds | $279.5M |
| ALPHABET INC-CL AGOOGL | 9 funds | $273.5M |
| TESLA INCTSLA | 9 funds | $217.4M |
| MICRON TECHNOLOGY INCMU | 9 funds | $189.1M |
| META PLATFORMS INC-CLASS AMETA | 9 funds | $147.7M |
Ranked by how many of CCEF's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| CAIEmc | 124 funds | $409.2M |
| CAIQmc | 44 funds | $101.9M |
| CPNJmc | 27 funds | $9.4M |
| CPSLLADDERED S&P 500 | 26 funds | $55.2M |
| CPSMmc | 25 funds | $25.7M |
| CPSDS&P 500 STRUCTU | 25 funds | $25.6M |
| CPSJS&P 500 STRUCTUR | 25 funds | $21.6M |
| CPRJmc | 22 funds | $10.5M |
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.