The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This stock page is the Follow view. The Build view lets your agent query CPAI owners, fund changes, insider filings, and source links through REST or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/CPAI"
Use Arkolith to show who owns CPAI, which funds added or reduced it, and which SEC filings prove each claim.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | U.S. Capital Wealth Advisors, LLC | $15.1M | 362K | ▲+73% Added · +152K sh | Q1 2026 | |
| 2 | INDEPENDENT FINANCIAL GROUP, LLC | $5.0M | 120K | ▲+14% Added · +15K sh | Q1 2026 | |
| 3 | Concurrent Investment Advisors, LLC | $3.9M | 93K | ▲+18% Added · +14K sh | Q1 2026 | |
| 4 | Steward Partners Investment Advisory, LLC | $3.9M | 92K | ▲+13% Added · +11K sh | Q1 2026 | |
| 5 | Equitable Holdings, Inc. | $1.9M | 46K | ▼−4.4% Reduced · −2K sh | Q1 2026 | |
| 6 | NewEdge Advisors, LLC | $1.4M | 34K | ▲+34% Added · +9K sh | Q1 2026 | |
| 7 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $1.1M | 26K | ▲New +26K sh | Q1 2026 | |
| 8 | Kovack Advisors, Inc. | $618K | 15K | ▲+64% Added · +6K sh | Q1 2026 | |
| 9 | Jacobi Capital Management LLC | $355K | 8K | ▲+44% Added · +3K sh | Q1 2026 | |
| 10 | IFP Advisors, Inc | $86K | 2K | ▲+127% Added · +1K 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.
No Form 4 insider transactions on file yet.
| Company | Co-held by | Combined value |
|---|---|---|
| ISHARES CORE S&P 500 ETFIVV | 12 funds | $5.0B |
| APPLE INCAAPL | 12 funds | $3.4B |
| NVIDIA CORPNVDA | 12 funds | $3.0B |
| MICROSOFT CORPMSFT | 12 funds | $2.9B |
| AMAZON.COM INCAMZN | 12 funds | $2.4B |
| ISHARES CORE U.S. AGGREGATEAGG | 12 funds | $2.1B |
| ALPHABET INC-CL AGOOGL | 12 funds | $2.0B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 12 funds | $1.8B |
| VANGUARD S&P 500 ETFVOO | 12 funds | $1.7B |
| INVESCO QQQ TRUST SERIES 1QQQ | 12 funds | $1.6B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 12 funds | $1.5B |
| JPMORGAN CHASE & COJPM | 12 funds | $1.5B |
Ranked by how many of CPAI's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).
No filings captured for this ticker in the live stream yet.
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for CPAI. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes. Every panel above is one call to the Arkolith API & MCP server.