36 tracked 13F filers disclose a position in CEFA as of the latest SEC 13F filings, a combined $37.3M 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 | Choate Investment Advisors | $10.9M | 276K | ▲+36% Added · +72K sh | Q2 2026 | |
| 2 | Hirtle & Co., LLC | $5.5M | 149K | ▼−11% Reduced · −19K sh | Q1 2026 | |
| 3 | BROWN BROTHERS HARRIMAN & CO | $2.7M | 67K | ▲+23% Added · +13K sh | Q2 2026 | |
| 4 | Leith Wheeler Investment Counsel Ltd. | $2.3M | 58K | ▼−0.5% Reduced · −279 sh | Q2 2026 | |
| 5 | Curi Capital, LLC | $1.9M | 48K | —Held | Q2 2026 | |
| 6 | Chevy Chase Trust Holdings, LLC | $1.7M | 47K | ▼−73% Reduced · −124K sh | Q1 2026 | |
| 7 | Signet Private Wealth LLC | $1.3M | 32K | ▲+6.4% Added · +2K sh | Q2 2026 | |
| 8 | Pioneer Wealth Management Group | $925K | 23K | ▲+1.2% Added · +270 sh | Q2 2026 | |
| 9 | ROYAL BANK OF CANADA | $847K | 23K | ▲+1.7% Added · +395 sh | Q1 2026 | |
| 10 | HBK Sorce Advisory LLC | $902K | 22K | ▲+3.6% Added · +756 sh | Q2 2026 | |
| 11 | Harpswell Capital Advisors, LLC | $794K | 20K | —Held | Q2 2026 | |
| 12 | DAGCO, INC. | $790K | 20K | —Held | Q2 2026 | |
| 13 | Sound View Wealth Advisors Group, LLC | $789K | 20K | ▲+198% Added · +13K sh | Q2 2026 | |
| 14 | COURIER CAPITAL LLC | $571K | 14K | ▼−4.0% Reduced · −601 sh | Q2 2026 | |
| 15 | ENVESTNET ASSET MANAGEMENT INC | $475K | 13K | ▲+59% Added · +5K sh | Q1 2026 | |
| 16 | Alesco Advisors, LLC, An ESL Co | $437K | 12K | ▼−4.8% Reduced · −595 sh | Q1 2026 | |
| 17 | Integrated Wealth Concepts LLC | $461K | 12K | ▲+67% Added · +5K sh | Q2 2026 | |
| 18 | Argent Trust Co | $397K | 10K | —Held | Q2 2026 | |
| 19 | RFG Advisory, LLC | $363K | 9K | —Held | Q2 2026 | |
| 20 | LPL Financial LLC | $317K | 9K | ▼−62% Reduced · −14K sh | Q1 2026 | |
| 21 | EverSource Wealth Advisors, LLC | $308K | 8K | ▲+2.5% Added · +200 sh | Q1 2026 | |
| 22 | MCF Advisors LLC | $314K | 8K | ▲+633% Added · +7K sh | Q2 2026 | |
| 23 | GOLDMAN SACHS GROUP INC | $258K | 7K | —Held | Q1 2026 | |
| 24 | Gradient Investments LLC | $272K | 7K | —Held | Q2 2026 | |
| 25 | CITADEL ADVISORS LLC | $244K | 7K | ▲New +7K 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 CEFA and 3 added to an existing one, while 5 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 |
|---|---|---|
| ALPHABET INC-CL CGOOG | 19 funds | $1.3B |
| APPLE INCAAPL | 18 funds | $2.8B |
| MICROSOFT CORPMSFT | 18 funds | $2.2B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 18 funds | $881.1M |
| ISHARES CORE S&P 500 ETFIVV | 17 funds | $6.7B |
| NVIDIA CORPNVDA | 17 funds | $4.8B |
| AMAZON.COM INCAMZN | 17 funds | $2.7B |
| ALPHABET INC-CL AGOOGL | 17 funds | $1.6B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 17 funds | $1.5B |
| VANGUARD FTSE DEVELOPED ETFVEA | 17 funds | $1.1B |
| JOHNSON & JOHNSONJNJ | 17 funds | $755.1M |
| VANGUARD FTSE ALL-WORLD EX-UVEU | 17 funds | $306.4M |
Ranked by how many of CEFA's institutional holders also hold each name, a cross-fund conviction signal.
No filings captured for this ticker in the live stream yet.
Connected entities for CEFA
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.
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.