Among active 13F managers last quarter, 1 opened and 2 added, while none reduced or exited; the largest holder to move was Sound Financial Strategies Group, LLC (new position).
10 tracked 13F filers disclose a position in CFIT as of the latest SEC 13F filings, a combined $27.7M 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 | Sound Financial Strategies Group, LLC | 584K | $15.2M | ▲New +584K sh | Q2 2026 | |
| 2 | Ascentis Wealth Management, LLC | 235K | $6.1M | ▼−2.4% Reduced · −6K sh | Q2 2026 | |
| 3 | Atria Investments, Inc | 141K | $3.7M | ▲+3.8% Added · +5K sh | Q2 2026 | |
| 4 | GTS Securities LLC | 49K | $1.2M | ▲+406% Added · +40K sh | Q1 2026 | |
| 5 | Kintra Wealth, LLC | 29K | $756K | ▲New +29K sh | Q2 2026 | |
| 6 | Envestnet Asset Management Inc | 13K | $320K | ▲New +13K sh | Q1 2026 | |
| 7 | Jane Street Group, LLC | 12K | $307K | ▼−48% Reduced · −11K sh | Q1 2026 | |
| 8 | UBS Group AG | 1K | $27K | ▲27× Added · +1K sh | Q1 2026 | |
| 9 | AssetMark, Inc | 1K | $28K | ▲New +1K sh | Q2 2026 | |
| 10 | Steward Partners Investment Advisory, LLC | 82 | $2K | —Held | 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, 1 fund opened a new position in CFIT and 2 added to an existing one, while none reduced or exited. 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 | 3 funds | $275.3M |
| SS SPDR S&P 500 ETF Trust-USSPY | 3 funds | $217.8M |
| Microsoft CorpMSFT | 3 funds | $200.5M |
| Apple IncAAPL | 3 funds | $165.4M |
| Amazon.com IncAMZN | 3 funds | $138.7M |
| SPDR Gold SharesGLD | 3 funds | $120.9M |
| Broadcom IncAVGO | 3 funds | $120.2M |
| Meta Platforms Inc-Class AMETA | 3 funds | $99.9M |
| Alphabet Inc-CL CGOOG | 3 funds | $94.6M |
| Vanguard Ftse Developed ETFVEA | 3 funds | $89.6M |
| JPMorgan Chase & CoJPM | 3 funds | $76.4M |
| SS SPDR BB 1-3M T-Bill ETFBIL | 3 funds | $71.6M |
Ranked by how many of CFIT's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in CFIT.
| Class | 13F holders | Value held |
|---|---|---|
| SYLDmc | 142 funds | $575.7M |
| EYLDmc | 98 funds | $478.9M |
| FYLDFUND | 88 funds | $470.2M |
| GVALUIT EXCHANGE TRADED | 73 funds | $336.9M |
| TAILTAIL RISK | 45 funds | $83.9M |
| GAAmc | 23 funds | $24.8M |
| GMOMGLB MOMENT ETF | 21 funds | $22.1M |
| BLDGGBL REAL EST ETF | 13 funds | $58.0M |
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 CFIT
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/CFIT/capital-change-brief"
Use Arkolith's capital_change_brief for CFIT. 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 CFIT. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.