Among active 13F managers last quarter, 7 opened and 9 added, while 7 reduced; the largest holder to move was Silver Oak Securities, Incorporated (−0.2%). No recent Form 4 insider filings for CFA.
Funds lean in and no leg opposes.
80 tracked 13F filers disclose a position in CFA as of the latest SEC 13F filings, a combined $310.8M 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 | 623K | $57.0M | ▼−2.6% Reduced · −17K sh | Q1 2026 | |
| 2 | Bank Of America Corp | 352K | $32.2M | ▼−3.5% Reduced · −13K sh | Q1 2026 | |
| 3 | Fifth Third Bancorp | 233K | $21.3M | ▲1k× Added · +233K sh | Q1 2026 | |
| 4 | Raymond James Financial Inc | 215K | $19.6M | ▲+0.4% Added · +892 sh | Q1 2026 | |
| 5 | Wells Fargo & Company | 201K | $18.4M | ▼−3.5% Reduced · −7K sh | Q1 2026 | |
| 6 | Northwestern Mutual Wealth Management Co | 196K | $18.0M | ▼−18% Reduced · −45K sh | Q1 2026 | |
| 7 | UBS Group AG | 194K | $17.8M | ▲+16% Added · +27K sh | Q1 2026 | |
| 8 | Rockefeller Capital Management L.P. | 122K | $11.2M | ▲+1.6% Added · +2K sh | Q1 2026 | |
| 9 | LPL Financial LLC | 121K | $11.1M | ▲+3.0% Added · +4K sh | Q1 2026 | |
| 10 | Silver Oak Securities, Incorporated | 112K | $11.1M | ▼−0.2% Reduced · −270 sh | Q2 2026 | |
| 11 | Royal Bank Of Canada | 94K | $8.6M | ▼−1.7% Reduced · −2K sh | Q1 2026 | |
| 12 | Summit Financial, LLC | 84K | $8.3M | ▲+7.5% Added · +6K sh | Q2 2026 | |
| 13 | Goldman Sachs Group Inc | 76K | $7.0M | ▲+4.0% Added · +3K sh | Q1 2026 | |
| 14 | Commonwealth Equity Services, LLC | 54K | $5.0M | ▲+2.7% Added · +1K sh | Q1 2026 | |
| 15 | NewEdge Advisors, LLC | 51K | $5.0M | ▼−8.1% Reduced · −5K sh | Q2 2026 | |
| 16 | Jones Financial Companies LLLP | 51K | $4.6M | ▲+9.2% Added · +4K sh | Q1 2026 | |
| 17 | Vise Technologies, Inc. | 50K | $4.9M | ▲New +50K sh | Q2 2026 | |
| 18 | Nations Financial Group Inc, /Ia | 48K | $4.7M | ▼−3.0% Reduced · −1K sh | Q2 2026 | |
| 19 | Larson Financial Group LLC | 46K | $4.6M | ▼−0.8% Reduced · −371 sh | Q2 2026 | |
| 20 | Ameriprise Financial Inc | 36K | $3.3M | ▼−5.5% Reduced · −2K sh | Q1 2026 | |
| 21 | Osaic Holdings, Inc. | 34K | $3.1M | ▼−5.8% Reduced · −2K sh | Q1 2026 | |
| 22 | Susquehanna International Group, LLP | 34K | $3.1M | ▲+87% Added · +16K sh | Q1 2026 | |
| 23 | Level Four Advisory Services, LLC | 32K | $3.2M | ▲+2.9% Added · +923 sh | Q2 2026 | |
| 24 | Private Advisor Group, LLC | 32K | $3.2M | ▼−74% Reduced · −91K sh | Q2 2026 | |
| 25 | Envestnet Asset Management Inc | 20K | $1.8M | ▲+0.3% Added · +63 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, 7 funds opened a new position in CFA and 9 added to an existing one, while 7 reduced. 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 |
|---|---|---|
| Nvidia CorpNVDA | 36 funds | $11.2B |
| Microsoft CorpMSFT | 36 funds | $6.7B |
| Broadcom IncAVGO | 36 funds | $4.6B |
| Meta Platforms Inc-Class AMETA | 36 funds | $3.1B |
| Tesla IncTSLA | 36 funds | $1.7B |
| Costco Wholesale CorpCOST | 36 funds | $1.1B |
| Caterpillar IncCAT | 36 funds | $963.4M |
| Ge Vernova IncGEV | 36 funds | $807.7M |
| Palantir Technologies Inc-APLTR | 36 funds | $751.9M |
| Home Depot IncHD | 36 funds | $729.5M |
| Merck & Co. Inc.MRK | 36 funds | $662.4M |
| Apple IncAAPL | 35 funds | $10.1B |
Ranked by how many of CFA's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in CFA.
No open-market insider transactions on file yet. Grants, gifts, and exercises live on the full insider page.
Where institutional funds (13F), corporate insiders (Form 4) and US House members (STOCK Act) are buying or selling the same name in the same window. Green is buying, red is selling.
Insiders and Congress: last 180 days. Funds: latest 13F, top 100 holders incl. passive
| Source | Buying | Selling | Net |
|---|---|---|---|
13F funds Top 100 holders by value, passive included; the hero counts active managers only | 25 | 23 | – |
Insiders Form 4 open-market | 0 | 0 | $0 |
US House STOCK Act trades | 0 | 0 | $0 |
Capital Rotation reports where institutional capital disclosed rotating, as of the latest public SEC 13F filings. It is data, not investment advice, a recommendation, or a prediction. Filings lag about 45 days and cover long US equity positions only. Past disclosed flows do not indicate future prices. Do your own research; consult a licensed advisor.
| Class | 13F holders | Value held |
|---|---|---|
| USTBSHORT TRM BD ETF | 142 funds | $1.7B |
| UITBmc | 132 funds | $2.5B |
| CDCmc | 94 funds | $480.8M |
| CFAthis pagemc | 80 funds | $310.8M |
| CFOmc | 67 funds | $254.1M |
| USVMUSAA MSCI USA SM | 61 funds | $1.3B |
| CDLVCSHS US LRG CAP | 58 funds | $199.4M |
| CSBVCSHS US SMCP HG | 58 funds | $82.6M |
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.