409 tracked 13F filers disclose a position in CEF as of the latest SEC 13F filings, a combined $2.4B 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 | CENTRAL TRUST Co | $232.1M | 4.9M | ▼−34% Reduced · −2.5M sh | Q1 2026 | |
| 2 | Bleakley Financial Group, LLC | $169.3M | 4.2M | ▲+0.4% Added · +15K sh | Q2 2026 | |
| 3 | MORGAN STANLEY | $193.5M | 4.1M | ▼−28% Reduced · −1.6M sh | Q1 2026 | |
| 4 | IMC-Chicago, LLC | $165.3M | 3.5M | ▲New +3.5M sh | Q1 2026 | |
| 5 | ROYAL BANK OF CANADA | $158.2M | 3.3M | ▼−11% Reduced · −416K sh | Q1 2026 | |
| 6 | Weiss Asset Management LP | $124.7M | 3.1M | ▲+78% Added · +1.4M sh | Q2 2026 | |
| 7 | WELLS FARGO & COMPANY/MN | $56.4M | 1.2M | ▲+51% Added · +399K sh | Q1 2026 | |
| 8 | Evelyn Partners Group Ltd | $47.0M | 1.2M | ▲New +1.2M sh | Q2 2026 | |
| 9 | Baird Financial Group, Inc. | $52.0M | 1.1M | ▼−15% Reduced · −190K sh | Q1 2026 | |
| 10 | MANAGED ASSET PORTFOLIOS, LLC | $38.5M | 956K | ▼−0.6% Reduced · −6K sh | Q2 2026 | |
| 11 | RAYMOND JAMES FINANCIAL INC | $44.8M | 939K | ▼−13% Reduced · −137K sh | Q1 2026 | |
| 12 | LPL Financial LLC | $43.4M | 909K | ▼−2.7% Reduced · −25K sh | Q1 2026 | |
| 13 | Evelyn Partners Investment Management LLP | $38.1M | 798K | ▼−1.7% Reduced · −14K sh | Q1 2026 | |
| 14 | JANE STREET GROUP, LLC | $33.3M | 697K | ▲92× Added · +690K sh | Q1 2026 | |
| 15 | SPROTT INC. | $25.6M | 637K | ▼−1.9% Reduced · −12K sh | Q2 2026 | |
| 16 | BANK OF AMERICA CORP /DE/ | $30.1M | 630K | ▼−7.0% Reduced · −47K sh | Q1 2026 | |
| 17 | Cheviot Value Management, LLC | $22.8M | 567K | ▼−1.2% Reduced · −7K sh | Q2 2026 | |
| 18 | Beaumont Financial Advisors, LLC | $22.7M | 564K | ▼−0.2% Reduced · −1K sh | Q2 2026 | |
| 19 | Marshall Financial Group, LLC | $21.9M | 545K | ▲~0% Added · +183 sh | Q2 2026 | |
| 20 | JPMORGAN CHASE & CO | $23.0M | 509K | ▼−2.3% Reduced · −12K sh | Q1 2026 | |
| 21 | CIBC WORLD MARKET INC. | $24.0M | 503K | ▼−20% Reduced · −123K sh | Q1 2026 | |
| 22 | Cannell & Spears LLC | $19.4M | 483K | —Held | Q2 2026 | |
| 23 | CITADEL ADVISORS LLC | $18.3M | 384K | ▲+851% Added · +344K sh | Q1 2026 | |
| 24 | Neuberger Berman Group LLC | $17.3M | 362K | ▼−5.3% Reduced · −20K sh | Q1 2026 | |
| 25 | EVERGREEN CAPITAL MANAGEMENT LLC | $14.5M | 360K | ▼~0% Reduced · −12 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, 4 funds opened a new position in CEF and 16 added to an existing one, while 23 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 |
|---|---|---|
| MICROSOFT CORPMSFT | 237 funds | $38.1B |
| APPLE INCAAPL | 235 funds | $40.3B |
| AMAZON.COM INCAMZN | 231 funds | $29.9B |
| NVIDIA CORPNVDA | 230 funds | $47.1B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 230 funds | $8.0B |
| ALPHABET INC-CL AGOOGL | 227 funds | $24.5B |
| META PLATFORMS INC-CLASS AMETA | 224 funds | $14.3B |
| ALPHABET INC-CL CGOOG | 223 funds | $18.2B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 220 funds | $9.8B |
| JPMORGAN CHASE & COJPM | 219 funds | $14.4B |
| CHEVRON CORPCVX | 218 funds | $6.9B |
| ELI LILLY & COLLY | 216 funds | $12.4B |
Ranked by how many of CEF's institutional holders also hold each name, a cross-fund conviction signal.
No open-market insider transactions on file yet. Grants, gifts, and exercises live on the full insider page.
No filings captured for this ticker in the live stream yet.
Connected entities for CEF
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.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/CEF/capital-change-brief"
Use Arkolith's capital_change_brief for CEF. 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 CEF. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.