8 tracked 13F filers disclose a position in CNAV as of the latest SEC 13F filings, a combined $16.9M 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 | AE Wealth Management LLC | 446K | $13.9M | ▼−0.4% Reduced · −2K sh | Q1 2026 | |
| 2 | Maridea Wealth Management LLC | 34K | $1.6M | ▲New +34K sh | Q2 2026 | |
| 3 | FSA Advisors, Inc. | 11K | $518K | ▼−3.0% Reduced · −331 sh | Q2 2026 | |
| 4 | Signal Advisors Wealth, LLC | 10K | $466K | —Held | Q2 2026 | |
| 5 | GTS Securities LLC | 9K | $272K | ▼−84% Reduced · −47K sh | Q1 2026 | |
| 6 | Key Capital Management, INC | 2K | $114K | ▼−0.1% Reduced · −3 sh | Q2 2026 | |
| 7 | Lloyd Advisory Services, LLC. | 579 | $28K | ▲New +579 sh | Q2 2026 | |
| 8 | UBS Group AG | 252 | $8K | ▼−55% Reduced · −303 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, 1 fund opened a new position in CNAV, while 3 reduced. Based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
No filings captured for this ticker in the live stream yet.
Connected entities for CNAV
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/CNAV/capital-change-brief"
Use Arkolith's capital_change_brief for CNAV. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + quarter-over-quarter ownership changes + the live filing stream, joined for CNAV. Filings are public domain, sourced to SEC EDGAR.