72 tracked 13F filers disclose a position in CNEQ as of the latest SEC 13F filings, a combined $440.1M 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 | RWA WEALTH PARTNERS, LLC | $228.5M | 5.5M | ▲+10% Added · +510K sh | Q2 2026 | |
| 2 | LPL Financial LLC | $41.7M | 1.3M | ▲+24% Added · +263K sh | Q1 2026 | |
| 3 | RAYMOND JAMES FINANCIAL INC | $22.5M | 722K | ▲+27% Added · +152K sh | Q1 2026 | |
| 4 | FLAGSHIP HARBOR ADVISORS, LLC | $17.7M | 429K | ▲+4.4% Added · +18K sh | Q2 2026 | |
| 5 | GREAT VALLEY ADVISOR GROUP, INC. | $9.7M | 236K | ▲New +236K sh | Q2 2026 | |
| 6 | Sanchez Wealth Management Group | $9.3M | 225K | ▲+4.0% Added · +9K sh | Q2 2026 | |
| 7 | COMMONWEALTH EQUITY SERVICES, LLC | $6.9M | 223K | ▲+8.2% Added · +17K sh | Q1 2026 | |
| 8 | TRUIST FINANCIAL CORP | $6.4M | 207K | ▲+8.3% Added · +16K sh | Q1 2026 | |
| 9 | Embree Financial Group | $7.5M | 182K | ▲+338% Added · +140K sh | Q2 2026 | |
| 10 | NewEdge Advisors, LLC | $7.0M | 170K | ▲+21% Added · +30K sh | Q2 2026 | |
| 11 | WPG Advisers, LLC | $6.3M | 153K | ▲New +153K sh | Q2 2026 | |
| 12 | ENVESTNET ASSET MANAGEMENT INC | $4.3M | 137K | ▲+24% Added · +26K sh | Q1 2026 | |
| 13 | Sanctuary Advisors, LLC | $5.3M | 128K | ▼−7.0% Reduced · −10K sh | Q2 2026 | |
| 14 | Colonial River Investments, LLC | $5.2M | 126K | ▲+93% Added · +60K sh | Q2 2026 | |
| 15 | Castle Rock Wealth Management, LLC | $4.8M | 118K | ▲+26% Added · +24K sh | Q2 2026 | |
| 16 | Gladstone Institutional Advisory LLC | $4.7M | 114K | ▲+94% Added · +55K sh | Q2 2026 | |
| 17 | &PARTNERS | $4.5M | 110K | ▲+26% Added · +23K sh | Q2 2026 | |
| 18 | CORA CAPITAL ADVISORS LLC | $3.9M | 94K | ▲+4.0% Added · +4K sh | Q2 2026 | |
| 19 | Wealth Management Partners, LLC | $3.8M | 93K | ▲+436% Added · +76K sh | Q2 2026 | |
| 20 | WELLS FARGO & COMPANY/MN | $2.4M | 78K | ▲New +78K sh | Q1 2026 | |
| 21 | HighTower Advisors, LLC | $2.3M | 74K | ▲+619% Added · +63K sh | Q1 2026 | |
| 22 | Onyx Bridge Wealth Group LLC | $2.7M | 66K | ▲+30% Added · +15K sh | Q2 2026 | |
| 23 | Harvest Investment Services, LLC | $2.3M | 56K | —Held | Q2 2026 | |
| 24 | Worth Financial Advisory Group, LLC | $2.2M | 53K | ▲+62% Added · +20K sh | Q2 2026 | |
| 25 | Proactive Wealth Strategies LLC | $2.0M | 50K | ▲+67% Added · +20K 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, 11 funds opened a new position in CNEQ and 17 added to an existing one, while 4 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 |
|---|---|---|
| APPLE INCAAPL | 34 funds | $2.0B |
| MICROSOFT CORPMSFT | 34 funds | $1.3B |
| ALPHABET INC-CL CGOOG | 34 funds | $1.0B |
| NVIDIA CORPNVDA | 33 funds | $3.6B |
| ALPHABET INC-CL AGOOGL | 33 funds | $1.9B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 33 funds | $1.6B |
| AMAZON.COM INCAMZN | 33 funds | $1.5B |
| ADVANCED MICRO DEVICESAMD | 33 funds | $336.9M |
| ISHARES CORE S&P 500 ETFIVV | 32 funds | $2.6B |
| BROADCOM INCAVGO | 32 funds | $1.1B |
| COSTCO WHOLESALE CORPCOST | 32 funds | $309.4M |
| META PLATFORMS INC-CLASS AMETA | 31 funds | $532.5M |
Ranked by how many of CNEQ's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| ALAIMF Closed and MF Open | 77 funds | $262.4M |
| CNEQthis pagemc | 72 funds | $440.1M |
| FRTYmc | 40 funds | $86.2M |
| ATFVmc | 32 funds | $109.5M |
| INVNRUSSELL INNOVATI | 5 funds | $3.8M |
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 CNEQ
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/CNEQ/capital-change-brief"
Use Arkolith's capital_change_brief for CNEQ. 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 CNEQ. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.