40 tracked 13F filers disclose a position in CPAI as of the latest SEC 13F filings, a combined $198.9M 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 | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Counterpoint Mutual Funds LLC | $81.2M | 1.6M | ▲+0.9% Added · +14K sh | Q2 2026 | |
| 2 | RAYMOND JAMES FINANCIAL INC | $15.8M | 378K | ▲+231% Added · +264K sh | Q1 2026 | |
| 3 | U.S. Capital Wealth Advisors, LLC | $15.1M | 362K | ▲+73% Added · +152K sh | Q1 2026 | |
| 4 | LPL Financial LLC | $10.5M | 252K | ▲+155% Added · +153K sh | Q1 2026 | |
| 5 | Nilsine Partners, LLC | $11.9M | 230K | ▲+3.6% Added · +8K sh | Q2 2026 | |
| 6 | Private Advisor Group, LLC | $11.4M | 219K | ▲New +219K sh | Q2 2026 | |
| 7 | INDEPENDENT FINANCIAL GROUP, LLC | $6.5M | 126K | ▲+4.2% Added · +5K sh | Q2 2026 | |
| 8 | OSAIC HOLDINGS, INC. | $5.1M | 123K | ▲+6.3% Added · +7K sh | Q1 2026 | |
| 9 | Cetera Investment Advisers | $4.5M | 108K | ▲+65% Added · +43K sh | Q1 2026 | |
| 10 | Concurrent Investment Advisors, LLC | $5.2M | 101K | ▲+8.2% Added · +8K sh | Q2 2026 | |
| 11 | Steward Partners Investment Advisory, LLC | $3.9M | 92K | ▲+13% Added · +11K sh | Q1 2026 | |
| 12 | Outlook Wealth Advisors, LLC | $2.9M | 56K | ▲+29% Added · +12K sh | Q2 2026 | |
| 13 | Equitable Holdings, Inc. | $1.9M | 46K | ▼−4.4% Reduced · −2K sh | Q1 2026 | |
| 14 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $2.3M | 45K | ▲+77% Added · +20K sh | Q2 2026 | |
| 15 | ROYAL BANK OF CANADA | $1.8M | 44K | ▲+123% Added · +24K sh | Q1 2026 | |
| 16 | Intrua Financial, LLC | $2.1M | 41K | ▲New +41K sh | Q2 2026 | |
| 17 | Global Assets Advisory, LLC | $1.9M | 37K | ▲New +37K sh | Q2 2026 | |
| 18 | Mariner, LLC | $1.5M | 35K | ▲+73% Added · +15K sh | Q1 2026 | |
| 19 | Accurate Wealth Management, LLC | $1.8M | 34K | ▲+57% Added · +12K sh | Q2 2026 | |
| 20 | NewEdge Advisors, LLC | $1.4M | 34K | ▲+34% Added · +9K sh | Q1 2026 | |
| 21 | STIFEL FINANCIAL CORP | $1.3M | 31K | ▲New +31K sh | Q1 2026 | |
| 22 | Gilliland Jeter Wealth Management LLC | $1.5M | 29K | ▲New +29K sh | Q2 2026 | |
| 23 | JANE STREET GROUP, LLC | $677K | 16K | ▲New +16K sh | Q1 2026 | |
| 24 | Kovack Advisors, Inc. | $750K | 15K | ▼−1.0% Reduced · −149 sh | Q2 2026 | |
| 25 | PW Nova Financial Services LLC | $733K | 14K | ▲New +14K 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, 4 funds opened a new position in CPAI and 6 added to an existing one, while 3 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 | 14 funds | $1.6B |
| ISHARES CORE S&P 500 ETFIVV | 14 funds | $885.6M |
| BROADCOM INCAVGO | 14 funds | $686.4M |
| COSTCO WHOLESALE CORPCOST | 14 funds | $335.3M |
| ELI LILLY & COLLY | 14 funds | $275.8M |
| VISA INC-CLASS A SHARESV | 14 funds | $259.0M |
| ADVANCED MICRO DEVICESAMD | 14 funds | $237.2M |
| PALO ALTO NETWORKS INCPANW | 14 funds | $153.2M |
| GE VERNOVA INCGEV | 14 funds | $117.5M |
| NVIDIA CORPNVDA | 13 funds | $1.5B |
| INVESCO QQQ TRUST SERIES 1QQQ | 13 funds | $1.1B |
| MICROSOFT CORPMSFT | 13 funds | $1.0B |
Ranked by how many of CPAI's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| QQHmc | 47 funds | $619.4M |
| LGHmc | 40 funds | $468.4M |
| CPAIthis pagemc | 40 funds | $198.9M |
| HYTRMF Closed and MF Open | 19 funds | $226.9M |
| SCLZSWAN ENHAN DIVID | 6 funds | $6.8M |
| 66538R524PLANROCK ALT GRO | 1 funds | $259K |
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 CPAI
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/CPAI/capital-change-brief"
Use Arkolith's capital_change_brief for CPAI. 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 CPAI. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.