61 tracked 13F filers disclose a position in CFO as of the latest SEC 13F filings, a combined $224.1M 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 | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Cetera Investment Advisers | $32.3M | 436K | ▲+1.3% Added · +6K sh | Q1 2026 | |
| 2 | RAYMOND JAMES FINANCIAL INC | $27.9M | 376K | ▼−4.1% Reduced · −16K sh | Q1 2026 | |
| 3 | LPL Financial LLC | $22.8M | 308K | ▼−5.2% Reduced · −17K sh | Q1 2026 | |
| 4 | MORGAN STANLEY | $19.0M | 257K | ▼−1.0% Reduced · −3K sh | Q1 2026 | |
| 5 | ROYAL BANK OF CANADA | $17.6M | 237K | ▼−3.7% Reduced · −9K sh | Q1 2026 | |
| 6 | STIFEL FINANCIAL CORP | $12.8M | 173K | ▲+2.2% Added · +4K sh | Q1 2026 | |
| 7 | COMMONWEALTH EQUITY SERVICES, LLC | $12.3M | 166K | ▼−2.0% Reduced · −3K sh | Q1 2026 | |
| 8 | BANK OF AMERICA CORP /DE/ | $10.2M | 137K | ▼−4.0% Reduced · −6K sh | Q1 2026 | |
| 9 | Integrated Wealth Concepts LLC | $7.5M | 102K | ▼−0.8% Reduced · −847 sh | Q1 2026 | |
| 10 | WELLS FARGO & COMPANY/MN | $7.4M | 100K | ▲+3.3% Added · +3K sh | Q1 2026 | |
| 11 | NewEdge Advisors, LLC | $4.7M | 63K | ▼−3.5% Reduced · −2K sh | Q1 2026 | |
| 12 | Creative Planning | $4.6M | 62K | ▼−8.2% Reduced · −5K sh | Q1 2026 | |
| 13 | Clearstead Advisors, LLC | $4.5M | 61K | ▼−0.8% Reduced · −491 sh | Q1 2026 | |
| 14 | MATHER GROUP, LLC. | $4.3M | 58K | ▼−1.5% Reduced · −868 sh | Q1 2026 | |
| 15 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $4.2M | 56K | ▲+94% Added · +27K sh | Q1 2026 | |
| 16 | Intrua Financial, LLC | $4.4M | 55K | ▼−0.9% Reduced · −535 sh | Q2 2026 | |
| 17 | Keystone Financial Group | $4.4M | 55K | ▼−22% Reduced · −15K sh | Q2 2026 | |
| 18 | UBS Group AG | $2.5M | 34K | ▲+0.1% Added · +52 sh | Q1 2026 | |
| 19 | GOLDMAN SACHS GROUP INC | $2.1M | 28K | —Held | Q1 2026 | |
| 20 | AMERIPRISE FINANCIAL INC | $1.7M | 23K | ▼−1.8% Reduced · −440 sh | Q1 2026 | |
| 21 | Patriot Financial Group Insurance Agency, LLC | $1.9M | 23K | ▼−50% Reduced · −24K sh | Q2 2026 | |
| 22 | BridgePort Financial Solutions, LLC | $1.4M | 18K | —Held | Q2 2026 | |
| 23 | Family Capital Management, Inc. | $1.4M | 17K | ▼−1.2% Reduced · −217 sh | Q2 2026 | |
| 24 | WORLD EQUITY GROUP, INC. | $1.3M | 16K | ▲~0% Added · +1 sh | Q2 2026 | |
| 25 | TRUIST FINANCIAL CORP | $1.0M | 14K | ▼−16% Reduced · −3K 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 CFO and 6 added to an existing one, while 8 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 | $5.7B |
| APPLE INCAAPL | 25 funds | $5.4B |
| AMAZON.COM INCAMZN | 25 funds | $3.5B |
| MICROSOFT CORPMSFT | 25 funds | $3.4B |
| ALPHABET INC-CL AGOOGL | 25 funds | $2.3B |
| ALPHABET INC-CL CGOOG | 25 funds | $2.1B |
| META PLATFORMS INC-CLASS AMETA | 25 funds | $2.0B |
| TESLA INCTSLA | 25 funds | $1.4B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 25 funds | $1.3B |
| GENERAL ELECTRICGE | 25 funds | $1.1B |
| COSTCO WHOLESALE CORPCOST | 25 funds | $1.1B |
| VISA INC-CLASS A SHARESV | 25 funds | $1.1B |
Ranked by how many of CFO'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 |
| CFAmc | 65 funds | $290.4M |
| CFOthis pagemc | 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 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 + end-of-day price history + the live filing stream, joined for CFO. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.