65 tracked 13F filers disclose a position in CFA as of the latest SEC 13F filings, a combined $290.4M 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 | MORGAN STANLEY | $57.0M | 623K | ▼−2.6% Reduced · −17K sh | Q1 2026 | |
| 2 | BANK OF AMERICA CORP /DE/ | $32.2M | 352K | ▼−3.5% Reduced · −13K sh | Q1 2026 | |
| 3 | FIFTH THIRD BANCORP | $21.3M | 233K | ▲1k× Added · +233K sh | Q1 2026 | |
| 4 | RAYMOND JAMES FINANCIAL INC | $19.6M | 215K | ▲+0.4% Added · +892 sh | Q1 2026 | |
| 5 | WELLS FARGO & COMPANY/MN | $18.4M | 201K | ▼−3.5% Reduced · −7K sh | Q1 2026 | |
| 6 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $18.0M | 196K | ▼−18% Reduced · −45K sh | Q1 2026 | |
| 7 | UBS Group AG | $17.8M | 194K | ▲+16% Added · +27K sh | Q1 2026 | |
| 8 | Rockefeller Capital Management L.P. | $11.2M | 122K | ▲+1.6% Added · +2K sh | Q1 2026 | |
| 9 | LPL Financial LLC | $11.1M | 121K | ▲+3.0% Added · +4K sh | Q1 2026 | |
| 10 | ROYAL BANK OF CANADA | $8.6M | 94K | ▼−1.7% Reduced · −2K sh | Q1 2026 | |
| 11 | Summit Financial, LLC | $7.1M | 78K | ▲+2.4% Added · +2K sh | Q1 2026 | |
| 12 | GOLDMAN SACHS GROUP INC | $7.0M | 76K | ▲+4.0% Added · +3K sh | Q1 2026 | |
| 13 | NewEdge Advisors, LLC | $5.1M | 56K | ▼−2.9% Reduced · −2K sh | Q1 2026 | |
| 14 | COMMONWEALTH EQUITY SERVICES, LLC | $5.0M | 54K | ▲+2.7% Added · +1K sh | Q1 2026 | |
| 15 | JONES FINANCIAL COMPANIES LLLP | $4.6M | 51K | ▲+9.2% Added · +4K sh | Q1 2026 | |
| 16 | NATIONS FINANCIAL GROUP INC, /IA/ /ADV | $4.7M | 48K | ▼−3.0% Reduced · −1K sh | Q2 2026 | |
| 17 | Larson Financial Group LLC | $4.3M | 47K | ▼−1.3% Reduced · −608 sh | Q1 2026 | |
| 18 | AMERIPRISE FINANCIAL INC | $3.3M | 36K | ▼−5.5% Reduced · −2K sh | Q1 2026 | |
| 19 | OSAIC HOLDINGS, INC. | $3.1M | 34K | ▼−5.8% Reduced · −2K sh | Q1 2026 | |
| 20 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $3.1M | 34K | ▲+87% Added · +16K sh | Q1 2026 | |
| 21 | Private Advisor Group, LLC | $3.2M | 32K | ▼−74% Reduced · −91K sh | Q2 2026 | |
| 22 | LEVEL FOUR ADVISORY SERVICES, LLC | $2.9M | 31K | ▼−3.5% Reduced · −1K sh | Q1 2026 | |
| 23 | ENVESTNET ASSET MANAGEMENT INC | $1.8M | 20K | ▲+0.3% Added · +63 sh | Q1 2026 | |
| 24 | Integrated Wealth Concepts LLC | $1.8M | 19K | ▲+1.4% Added · +280 sh | Q1 2026 | |
| 25 | Keystone Financial Group | $1.7M | 17K | ▼−11% Reduced · −2K 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, 2 funds opened a new position in CFA and 7 added to an existing one, while 7 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 | 25 funds | $10.0B |
| APPLE INCAAPL | 25 funds | $8.6B |
| MICROSOFT CORPMSFT | 25 funds | $6.4B |
| AMAZON.COM INCAMZN | 25 funds | $5.1B |
| BROADCOM INCAVGO | 25 funds | $3.8B |
| META PLATFORMS INC-CLASS AMETA | 25 funds | $2.9B |
| ELI LILLY & COLLY | 25 funds | $1.8B |
| TESLA INCTSLA | 25 funds | $1.5B |
| JPMORGAN CHASE & COJPM | 25 funds | $1.5B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 25 funds | $1.5B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 25 funds | $1.3B |
| JOHNSON & JOHNSONJNJ | 25 funds | $1.3B |
Ranked by how many of CFA'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.
| Class | 13F holders | Value held |
|---|---|---|
| USTBSHORT TRM BD ETF | 122 funds | $1.5B |
| UITBmc | 119 funds | $2.4B |
| CDCmc | 84 funds | $436.8M |
| CFAthis pagemc | 65 funds | $290.4M |
| CFOmc | 61 funds | $224.1M |
| USVMUSAA MSCI USA SM | 55 funds | $1.3B |
| CDLVCSHS US LRG CAP | 53 funds | $185.3M |
| CSBVCSHS US SMCP HG | 53 funds | $78.4M |
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 CFA
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/CFA/capital-change-brief"
Use Arkolith's capital_change_brief for CFA. 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 CFA. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.