Among active 13F managers last quarter, 8 opened and 8 added, while 2 reduced; the largest holder to move was Counterpoint Mutual Funds LLC (+0.9%).
48 tracked 13F filers disclose a position in CPAI as of the latest SEC 13F filings, a combined $245.8M 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 | Counterpoint Mutual Funds LLC | 1.6M | $81.2M | ▲+0.9% Added · +14K sh | Q2 2026 | |
| 2 | Arax Advisory Partners | 426K | $22.2M | ▲New +426K sh | Q2 2026 | |
| 3 | Raymond James Financial Inc | 378K | $15.8M | ▲+231% Added · +264K sh | Q1 2026 | |
| 4 | U.S. Capital Wealth Advisors, LLC | 362K | $15.1M | ▲+73% Added · +152K sh | Q1 2026 | |
| 5 | Insigneo Advisory Services, LLC | 264K | $13.7M | ▲+26% Added · +55K sh | Q2 2026 | |
| 6 | LPL Financial LLC | 252K | $10.5M | ▲+155% Added · +153K sh | Q1 2026 | |
| 7 | Nilsine Partners, LLC | 230K | $11.9M | ▲+3.6% Added · +8K sh | Q2 2026 | |
| 8 | Private Advisor Group, LLC | 219K | $11.4M | ▲New +219K sh | Q2 2026 | |
| 9 | Independent Financial Group, LLC | 126K | $6.5M | ▲+4.2% Added · +5K sh | Q2 2026 | |
| 10 | Osaic Holdings, Inc. | 123K | $5.1M | ▲+6.3% Added · +7K sh | Q1 2026 | |
| 11 | NewEdge Advisors, LLC | 111K | $5.8M | ▲+231% Added · +78K sh | Q2 2026 | |
| 12 | Cetera Investment Advisers | 108K | $4.5M | ▲+65% Added · +43K sh | Q1 2026 | |
| 13 | Steward Partners Investment Advisory, LLC | 104K | $5.4M | ▲+13% Added · +12K sh | Q2 2026 | |
| 14 | Concurrent Investment Advisors, LLC | 101K | $5.2M | ▲+8.2% Added · +8K sh | Q2 2026 | |
| 15 | Outlook Wealth Advisors, LLC | 56K | $2.9M | ▲+29% Added · +12K sh | Q2 2026 | |
| 16 | Equitable Holdings, Inc. | 46K | $2.4M | ▲+0.6% Added · +293 sh | Q2 2026 | |
| 17 | Wealth Enhancement Advisory Services, LLC | 45K | $2.3M | ▲+77% Added · +20K sh | Q2 2026 | |
| 18 | Royal Bank Of Canada | 44K | $1.8M | ▲+123% Added · +24K sh | Q1 2026 | |
| 19 | Intrua Financial, LLC | 41K | $2.1M | ▲New +41K sh | Q2 2026 | |
| 20 | Global Assets Advisory, LLC | 37K | $1.9M | ▲New +37K sh | Q2 2026 | |
| 21 | Mariner, LLC | 35K | $1.5M | ▲+73% Added · +15K sh | Q1 2026 | |
| 22 | Accurate Wealth Management, LLC | 34K | $1.8M | ▲+57% Added · +12K sh | Q2 2026 | |
| 23 | Western Wealth Management, LLC | 32K | $1.7M | ▲New +32K sh | Q2 2026 | |
| 24 | Stifel Financial Corp | 31K | $1.3M | ▲New +31K sh | Q1 2026 | |
| 25 | Gilliland Jeter Wealth Management LLC | 29K | $1.5M | ▲New +29K 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, 8 funds opened a new position in CPAI and 8 added to an existing one, while 2 reduced. 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 | 19 funds | $2.4B |
| Ishares Core S&P 500 ETFIVV | 19 funds | $1.8B |
| Broadcom IncAVGO | 19 funds | $878.1M |
| Eli Lilly & CoLLY | 19 funds | $454.0M |
| Costco Wholesale CorpCOST | 19 funds | $395.3M |
| Advanced Micro DevicesAMD | 19 funds | $384.3M |
| Visa Inc-Class A SharesV | 19 funds | $356.3M |
| Palo Alto Networks IncPANW | 19 funds | $238.1M |
| Ge Vernova IncGEV | 19 funds | $186.8M |
| Nvidia CorpNVDA | 18 funds | $2.1B |
| SS SPDR S&P 500 ETF Trust-USSPY | 18 funds | $1.7B |
| Invesco QQQ Trust Series 1QQQ | 18 funds | $1.6B |
Ranked by how many of CPAI's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in CPAI.
| Class | 13F holders | Value held |
|---|---|---|
| QQHmc | 52 funds | $634.6M |
| CPAIthis pagemc | 48 funds | $245.8M |
| LGHmc | 43 funds | $459.4M |
| HYTRFUND | 21 funds | $227.3M |
| SCLZSWAN ENHAN DIVID | 10 funds | $10.3M |
| 66538R524PLANROCK ALT GRO | 1 funds | $259K |
| TMNIXBOND FUNDS | 1 funds | $65 |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
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.