111 tracked 13F filers disclose a position in CPER as of the latest SEC 13F filings, a combined $202.3M 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 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $50.0M | 1.5M | ▲Added Added · +1.5M sh | Q1 2026 | |
| 2 | Mirae Asset Global Investments Co., Ltd. | $26.1M | 758K | ▲+101% Added · +381K sh | Q1 2026 | |
| 3 | UBS Group AG | $14.3M | 415K | ▲+386% Added · +330K sh | Q1 2026 | |
| 4 | AMERIPRISE FINANCIAL INC | $13.7M | 400K | ▲+225% Added · +277K sh | Q1 2026 | |
| 5 | LPL Financial LLC | $9.5M | 275K | ▲+5.3% Added · +14K sh | Q1 2026 | |
| 6 | Rockefeller Capital Management L.P. | $8.2M | 238K | ▲34× Added · +231K sh | Q1 2026 | |
| 7 | ROYAL BANK OF CANADA | $5.5M | 159K | ▲78× Added · +157K sh | Q1 2026 | |
| 8 | BANK OF AMERICA CORP /DE/ | $5.0M | 146K | ▲20× Added · +139K sh | Q1 2026 | |
| 9 | ENVESTNET ASSET MANAGEMENT INC | $4.3M | 125K | ▲+196% Added · +83K sh | Q1 2026 | |
| 10 | Brookwood Investment Group LLC | $4.5M | 120K | ▲+38% Added · +33K sh | Q2 2026 | |
| 11 | SIMPLEX TRADING, LLC | $3.1M | 90K | ▲New +90K sh | Q1 2026 | |
| 12 | JANE STREET GROUP, LLC | $2.8M | 82K | ▲Added Added · +82K sh | Q1 2026 | |
| 13 | Park Edge Advisors, LLC | $2.9M | 77K | ▲New +77K sh | Q2 2026 | |
| 14 | Steward Partners Investment Advisory, LLC | $2.6M | 76K | ▲145× Added · +76K sh | Q1 2026 | |
| 15 | Strategic Blueprint, LLC | $2.6M | 68K | ▼−5.3% Reduced · −4K sh | Q2 2026 | |
| 16 | &PARTNERS | $2.1M | 61K | ▲New +61K sh | Q1 2026 | |
| 17 | BROWN ADVISORY INC | $2.0M | 59K | ▲+44% Added · +18K sh | Q1 2026 | |
| 18 | TD Waterhouse Canada Inc. | $2.1M | 57K | ▲+0.7% Added · +399 sh | Q2 2026 | |
| 19 | HighTower Advisors, LLC | $1.9M | 56K | ▲+16% Added · +8K sh | Q1 2026 | |
| 20 | PNC FINANCIAL SERVICES GROUP, INC. | $1.9M | 54K | ▲+1.4% Added · +750 sh | Q1 2026 | |
| 21 | MML INVESTORS SERVICES, LLC | $1.8M | 53K | ▼−0.2% Reduced · −133 sh | Q1 2026 | |
| 22 | GROUP ONE TRADING LLC | $1.6M | 48K | ▼−37% Reduced · −28K sh | Q1 2026 | |
| 23 | Beacon Pointe Advisors, LLC | $1.6M | 46K | ▲New +46K sh | Q1 2026 | |
| 24 | Cerity Partners LLC | $1.5M | 43K | ▲+97% Added · +21K sh | Q1 2026 | |
| 25 | OSAIC HOLDINGS, INC. | $1.4M | 41K | ▲+35% Added · +11K 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.
Last quarter, 14 funds opened a new position in CPER and 15 added to an existing one, while 8 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 |
|---|---|---|
| NVIDIA CORPNVDA | 50 funds | $9.0B |
| MICROSOFT CORPMSFT | 50 funds | $8.8B |
| APPLE INCAAPL | 50 funds | $8.4B |
| AMAZON.COM INCAMZN | 50 funds | $6.0B |
| CATERPILLAR INCCAT | 50 funds | $652.2M |
| ALPHABET INC-CL AGOOGL | 49 funds | $4.6B |
| ALPHABET INC-CL CGOOG | 49 funds | $4.0B |
| META PLATFORMS INC-CLASS AMETA | 49 funds | $2.4B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 49 funds | $2.1B |
| TESLA INCTSLA | 49 funds | $1.6B |
| JPMORGAN CHASE & COJPM | 49 funds | $1.5B |
| HOME DEPOT INCHD | 49 funds | $726.0M |
Ranked by how many of CPER's institutional holders also hold each name, a cross-fund conviction signal.
No open-market insider transactions on file yet. Grants, gifts, and exercises live on the full insider page.
No filings captured for this ticker in the live stream yet.
Connected entities for CPER
This stock 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/CPER/capital-change-brief"
Use Arkolith's capital_change_brief for CPER. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for CPER. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.