Among active 13F managers last quarter, 6 opened and 6 added, while 9 reduced; the largest holder to move was Silver Oak Securities, Incorporated (new position). No recent Form 4 insider filings for CFO.
No leg leans either way.
67 tracked 13F filers disclose a position in CFO as of the latest SEC 13F filings, a combined $254.1M 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 | Cetera Investment Advisers | 436K | $32.3M | ▲+1.3% Added · +6K sh | Q1 2026 | |
| 2 | Raymond James Financial Inc | 376K | $27.9M | ▼−4.1% Reduced · −16K sh | Q1 2026 | |
| 3 | LPL Financial LLC | 308K | $22.8M | ▼−5.2% Reduced · −17K sh | Q1 2026 | |
| 4 | Silver Oak Securities, Incorporated | 296K | $23.7M | ▲New +296K sh | Q2 2026 | |
| 5 | Morgan Stanley | 257K | $19.0M | ▼−1.0% Reduced · −3K sh | Q1 2026 | |
| 6 | Royal Bank Of Canada | 237K | $17.6M | ▼−3.7% Reduced · −9K sh | Q1 2026 | |
| 7 | Stifel Financial Corp | 173K | $12.8M | ▲+2.2% Added · +4K sh | Q1 2026 | |
| 8 | Commonwealth Equity Services, LLC | 166K | $12.3M | ▼−2.0% Reduced · −3K sh | Q1 2026 | |
| 9 | Bank Of America Corp | 137K | $10.2M | ▼−4.0% Reduced · −6K sh | Q1 2026 | |
| 10 | Integrated Wealth Concepts LLC | 102K | $8.2M | ▲+0.5% Added · +554 sh | Q2 2026 | |
| 11 | Wells Fargo & Company | 100K | $7.4M | ▲+3.3% Added · +3K sh | Q1 2026 | |
| 12 | Clearstead Advisors, LLC | 63K | $5.1M | ▲+3.8% Added · +2K sh | Q2 2026 | |
| 13 | Creative Planning | 62K | $4.6M | ▼−8.2% Reduced · −5K sh | Q1 2026 | |
| 14 | NewEdge Advisors, LLC | 58K | $4.7M | ▼−7.6% Reduced · −5K sh | Q2 2026 | |
| 15 | Mather Group, LLC. | 58K | $4.3M | ▼−1.5% Reduced · −868 sh | Q1 2026 | |
| 16 | Susquehanna International Group, LLP | 56K | $4.2M | ▲+94% Added · +27K sh | Q1 2026 | |
| 17 | Intrua Financial, LLC | 55K | $4.4M | ▼−0.9% Reduced · −535 sh | Q2 2026 | |
| 18 | Keystone Financial Group | 55K | $4.4M | ▼−22% Reduced · −15K sh | Q2 2026 | |
| 19 | Vise Technologies, Inc. | 40K | $3.2M | ▲New +40K sh | Q2 2026 | |
| 20 | UBS Group AG | 34K | $2.5M | ▲+0.1% Added · +52 sh | Q1 2026 | |
| 21 | Goldman Sachs Group Inc | 28K | $2.1M | —Held | Q1 2026 | |
| 22 | Ameriprise Financial Inc | 23K | $1.7M | ▼−1.8% Reduced · −440 sh | Q1 2026 | |
| 23 | Patriot Financial Group Insurance Agency, LLC | 23K | $1.9M | ▼−50% Reduced · −24K sh | Q2 2026 | |
| 24 | BridgePort Financial Solutions, LLC | 18K | $1.4M | —Held | Q2 2026 | |
| 25 | Family Capital Management, Inc. | 17K | $1.4M | ▼−1.2% Reduced · −217 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, 6 funds opened a new position in CFO and 6 added to an existing one, while 9 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 | 31 funds | $4.5B |
| Microsoft CorpMSFT | 31 funds | $3.5B |
| Alphabet Inc-CL AGOOGL | 31 funds | $2.5B |
| Meta Platforms Inc-Class AMETA | 31 funds | $1.5B |
| Tesla IncTSLA | 31 funds | $1.1B |
| Visa Inc-Class A SharesV | 31 funds | $1.1B |
| Costco Wholesale CorpCOST | 31 funds | $934.0M |
| Caterpillar IncCAT | 31 funds | $850.0M |
| Home Depot IncHD | 31 funds | $830.8M |
| Apple IncAAPL | 30 funds | $5.7B |
| Amazon.com IncAMZN | 30 funds | $4.2B |
| Broadcom IncAVGO | 30 funds | $2.3B |
Ranked by how many of CFO's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in CFO.
No open-market insider transactions on file yet. Grants, gifts, and exercises live on the full insider page.
The cross-source read for CFO was unavailable for this render. The API and MCP tool answer it live.
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.
No filings captured for this ticker in the live stream yet.
Connected entities for CFO
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/CFO/capital-change-brief"
Use Arkolith's capital_change_brief for CFO. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + the live filing stream, joined for CFO. Filings are public domain, sourced to SEC EDGAR.