Among active 13F managers last quarter, 3 opened and 6 added, while none reduced or exited; the largest holder to move was J.W. Cole Advisors, Inc. (added).
27 tracked 13F filers disclose a position in CCIF as of the latest SEC 13F filings, a combined $6.1M 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 | Morgan Stanley | 584K | $1.9M | ▼−6.9% Reduced · −43K sh | Q1 2026 | |
| 2 | J.W. Cole Advisors, Inc. | 314K | $875K | ▲Added Added · +314K sh | Q2 2026 | |
| 3 | Thomas J. Herzfeld Advisors, Inc. | 263K | $735K | ▲+109% Added · +137K sh | Q2 2026 | |
| 4 | Hancock Whitney Corp | 217K | $698K | —Held | Q1 2026 | |
| 5 | Almitas Capital LLC | 158K | $440K | —Held | Q2 2026 | |
| 6 | Cetera Investment Advisers | 57K | $183K | ▼−17% Reduced · −12K sh | Q1 2026 | |
| 7 | Belpointe Asset Management LLC | 55K | $177K | ▲+246% Added · +39K sh | Q1 2026 | |
| 8 | Melfa Wealth Management, Inc. | 53K | $148K | —Held | Q2 2026 | |
| 9 | XTX Topco Ltd | 42K | $134K | ▲+137% Added · +24K sh | Q1 2026 | |
| 10 | Advisory Solutions Group, LLC | 40K | $113K | ▲New +40K sh | Q2 2026 | |
| 11 | Cura Wealth Advisors, LLC | 36K | $100K | —Held | Q2 2026 | |
| 12 | LPL Financial LLC | 34K | $109K | ▲+226% Added · +23K sh | Q1 2026 | |
| 13 | Citadel Advisors LLC | 30K | $84K | ▲+5.7% Added · +2K sh | Q2 2026 | |
| 14 | BlackRock, Inc. | 26K | $73K | —Held | Q2 2026 | |
| 15 | Harbour Investments, Inc. | 24K | $76K | ▲New +24K sh | Q1 2026 | |
| 16 | Jane Street Group, LLC | 17K | $55K | ▼−59% Reduced · −25K sh | Q1 2026 | |
| 17 | Pasadena Private Wealth, LLC | 17K | $47K | —Held | Q2 2026 | |
| 18 | Osaic Holdings, Inc. | 17K | $53K | ▲+24% Added · +3K sh | Q1 2026 | |
| 19 | Freestate Advisors LLC | 14K | $38K | ▲+3.7% Added · +488 sh | Q2 2026 | |
| 20 | Two Sigma Securities, LLC | 10K | $29K | ▲New +10K sh | Q2 2026 | |
| 21 | CWM, LLC | 6K | $18K | ▲31× Added · +5K sh | Q1 2026 | |
| 22 | Chung Wu Investment Group, LLC | 2K | $6K | —Held | Q2 2026 | |
| 23 | BNP Paribas Financial Markets | 874 | $3K | —Held | Q1 2026 | |
| 24 | Northwestern Mutual Wealth Management Co | 860 | $3K | —Held | Q1 2026 | |
| 25 | UBS Group AG | 632 | $2K | ▼−49% Reduced · −613 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.
Last quarter, 3 funds opened a new position in CCIF 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 |
|---|---|---|
| SS SPDR S&P 500 ETF Trust-USSPY | 11 funds | $577.0M |
| Nvidia CorpNVDA | 10 funds | $3.8B |
| Meta Platforms Inc-Class AMETA | 10 funds | $1.2B |
| Invesco QQQ Trust Series 1QQQ | 10 funds | $437.2M |
| SPDR Gold SharesGLD | 10 funds | $225.1M |
| Apple IncAAPL | 9 funds | $2.1B |
| SS SPDR Dow Jones Indus AvgDIA | 9 funds | $1.6B |
| Microsoft CorpMSFT | 9 funds | $1.3B |
| Broadcom IncAVGO | 9 funds | $1.2B |
| Alphabet Inc-CL AGOOGL | 9 funds | $1.1B |
| JPMorgan Chase & CoJPM | 9 funds | $893.4M |
| Alphabet Inc-CL CGOOG | 9 funds | $812.5M |
Ranked by how many of CCIF's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in CCIF.
Connected entities for CCIF
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/CCIF/capital-change-brief"
Use Arkolith's capital_change_brief for CCIF. 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 CCIF. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.