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/CEFA/capital-change-brief"
Use Arkolith's capital_change_brief for CEFA. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Choate Investment Advisors | $7.5M | 203K | ▲45× Added · +199K sh | Q1 2026 | |
| 2 | Hirtle & Co., LLC | $5.5M | 149K | ▼−11% Reduced · −19K sh | Q1 2026 | |
| 3 | BROWN BROTHERS HARRIMAN & CO | $2.0M | 55K | ▲+19% Added · +9K sh | Q1 2026 | |
| 4 | Curi Capital, LLC | $1.8M | 48K | ▲+12% Added · +5K sh | Q1 2026 | |
| 5 | Chevy Chase Trust Holdings, LLC | $1.7M | 47K | ▼−73% Reduced · −124K sh | Q1 2026 | |
| 6 | Pioneer Wealth Management Group | $925K | 23K | ▲+1.2% Added · +270 sh | Q2 2026 | |
| 7 | ROYAL BANK OF CANADA | $847K | 23K | ▲+1.7% Added · +395 sh | Q1 2026 | |
| 8 | HBK Sorce Advisory LLC | $838K | 21K | ▲+3.3% Added · +678 sh | Q1 2026 | |
| 9 | DAGCO, INC. | $790K | 20K | —Held | Q2 2026 | |
| 10 | COURIER CAPITAL LLC | $571K | 14K | ▼−4.0% Reduced · −601 sh | Q2 2026 | |
| 11 | ENVESTNET ASSET MANAGEMENT INC | $475K | 13K | ▲+59% Added · +5K sh | Q1 2026 | |
| 12 | Alesco Advisors, LLC, An ESL Co | $437K | 12K | ▼−4.8% Reduced · −595 sh | Q1 2026 | |
| 13 | Argent Trust Co | $369K | 10K | —Held | Q1 2026 | |
| 14 | RFG Advisory, LLC | $363K | 9K | —Held | Q2 2026 | |
| 15 | LPL Financial LLC | $317K | 9K | ▼−62% Reduced · −14K sh | Q1 2026 | |
| 16 | EverSource Wealth Advisors, LLC | $308K | 8K | ▲+2.5% Added · +200 sh | Q1 2026 | |
| 17 | GOLDMAN SACHS GROUP INC | $258K | 7K | —Held | Q1 2026 | |
| 18 | Integrated Wealth Concepts LLC | $256K | 7K | ▲New +7K sh | Q1 2026 | |
| 19 | Gradient Investments LLC | $272K | 7K | —Held | Q2 2026 | |
| 20 | CITADEL ADVISORS LLC | $244K | 7K | ▲New +7K sh | Q1 2026 | |
| 21 | UMB Bank, n.a. | $232K | 6K | ▼~0% Reduced · −1 sh | Q1 2026 | |
| 22 | Prospera Financial Services Inc | $210K | 5K | ▲New +5K sh | Q2 2026 | |
| 23 | OSAIC HOLDINGS, INC. | $149K | 4K | ▲+10% Added · +368 sh | Q1 2026 | |
| 24 | MANNING & NAPIER ADVISORS LLC | $125K | 3K | ▲New +3K sh | Q1 2026 | |
| 25 | US BANCORP \DE\ | $55K | 1K | —Held | 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.
| Company | Co-held by | Combined value |
|---|---|---|
| NVIDIA CORPNVDA | 16 funds | $7.8B |
| ISHARES CORE S&P 500 ETFIVV | 16 funds | $6.9B |
| APPLE INCAAPL | 16 funds | $6.0B |
| MICROSOFT CORPMSFT | 16 funds | $4.8B |
| AMAZON.COM INCAMZN | 16 funds | $4.5B |
| ALPHABET INC-CL CGOOG | 16 funds | $3.0B |
| ALPHABET INC-CL AGOOGL | 16 funds | $2.9B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 16 funds | $2.1B |
| TAIWAN SEMICONDUCTOR-SP ADRTSM | 16 funds | $1.7B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 16 funds | $1.7B |
| TESLA INCTSLA | 16 funds | $1.5B |
| VANGUARD FTSE DEVELOPED ETFVEA | 16 funds | $1.1B |
Ranked by how many of CEFA's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).
No filings captured for this ticker in the live stream yet.
13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for CEFA. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes. Every panel above is one call to the Arkolith API & MCP server.