Among active 13F managers last quarter, 3 opened and 1 added, while none reduced or exited; the largest holder to move was Stegent Equity Advisors, Inc. (new position).
17 tracked 13F filers disclose a position in CPAG as of the latest SEC 13F filings, a combined $19.4M 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 | Everest Private Wealth | 65K | $6.7M | ▲+644% Added · +56K sh | Q2 2026 | |
| 2 | Stegent Equity Advisors, Inc. | 50K | $5.1M | ▲New +50K sh | Q2 2026 | |
| 3 | &Partners | 25K | $2.7M | ▲+1.2% Added · +293 sh | Q2 2026 | |
| 4 | Susquehanna International Group, LLP | 9K | $908K | ▲+196% Added · +6K sh | Q1 2026 | |
| 5 | Caliber Wealth Management, LLC / KS | 8K | $798K | —Held | Q2 2026 | |
| 6 | Golden Bell Financial Planning LLC | 7K | $767K | —Held | Q2 2026 | |
| 7 | Flynn Zito Capital Management, LLC | 4K | $438K | ▲New +4K sh | Q2 2026 | |
| 8 | Signet Private Wealth LLC | 4K | $409K | ▲+5.3% Added · +201 sh | Q2 2026 | |
| 9 | Family Office Research LLC | 4K | $383K | ▲+35% Added · +973 sh | Q2 2026 | |
| 10 | Jane Street Group, LLC | 3K | $337K | ▼−24% Reduced · −1K sh | Q1 2026 | |
| 11 | ATX Financial Planning, LLC | 3K | $277K | ▼−6.5% Reduced · −188 sh | Q2 2026 | |
| 12 | Crew Capital Management, Ltd | 2K | $253K | ▲New +2K sh | Q2 2026 | |
| 13 | Royal Bank Of Canada | 935 | $96K | ▲+56% Added · +335 sh | Q1 2026 | |
| 14 | Evolution Wealth Management Inc. | 696 | $71K | ▲New +696 sh | Q2 2026 | |
| 15 | NewEdge Advisors, LLC | 636 | $65K | ▲New +636 sh | Q2 2026 | |
| 16 | DHJJ Financial Advisors, Ltd. | 555 | $57K | ▼−8.3% Reduced · −50 sh | Q2 2026 | |
| 17 | Essential Partners LLC | 50 | $5K | —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, 3 funds opened a new position in CPAG and 1 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 |
|---|---|---|
| Apple IncAAPL | 5 funds | $36.0M |
| Nvidia CorpNVDA | 5 funds | $15.8M |
| Microsoft CorpMSFT | 5 funds | $13.9M |
| Amazon.com IncAMZN | 5 funds | $8.4M |
| Alphabet Inc-CL AGOOGL | 5 funds | $8.2M |
| Alphabet Inc-CL CGOOG | 5 funds | $4.8M |
| Berkshire Hathaway Inc-CL BBRK/B | 4 funds | $10.2M |
| Procter & Gamble CoPG | 4 funds | $8.0M |
| Intel CorpINTC | 4 funds | $7.3M |
| Broadcom IncAVGO | 4 funds | $5.8M |
| Meta Platforms Inc-Class AMETA | 4 funds | $5.2M |
| Abbvie IncABBV | 4 funds | $4.1M |
Ranked by how many of CPAG's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in CPAG.
No filings captured for this ticker in the live stream yet.
Connected entities for CPAG
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/CPAG/capital-change-brief"
Use Arkolith's capital_change_brief for CPAG. 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 CPAG. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.