17 tracked 13F filers disclose a position in CPLB as of the latest SEC 13F filings, a combined $304.2M 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 | NEW YORK LIFE INVESTMENT MANAGEMENT LLC | $277.2M | 13.3M | ▲+2.9% Added · +378K sh | Q2 2026 | |
| 2 | MORGAN STANLEY | $10.0M | 478K | ▲19× Added · +453K sh | Q1 2026 | |
| 3 | ENVESTNET ASSET MANAGEMENT INC | $9.0M | 428K | ▲+14% Added · +51K sh | Q1 2026 | |
| 4 | Fortis Group Advisors, LLC | $1.8M | 86K | ▲+30% Added · +20K sh | Q2 2026 | |
| 5 | Prosperity Financial Group, Inc. | $1.2M | 56K | ▲+4.7% Added · +2K sh | Q2 2026 | |
| 6 | &PARTNERS | $1.2M | 55K | ▲New +55K sh | Q2 2026 | |
| 7 | CITADEL ADVISORS LLC | $785K | 37K | ▲New +37K sh | Q1 2026 | |
| 8 | Keudell/Morrison Wealth Management | $662K | 32K | ▲+7.8% Added · +2K sh | Q2 2026 | |
| 9 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $586K | 28K | ▼−79% Reduced · −106K sh | Q1 2026 | |
| 10 | Stratos Wealth Partners, LTD. | $527K | 25K | ▲+45% Added · +8K sh | Q2 2026 | |
| 11 | Orion Porfolio Solutions, LLC | $384K | 18K | ▼−16% Reduced · −4K sh | Q1 2026 | |
| 12 | GOLDMAN SACHS GROUP INC | $313K | 15K | ▼−69% Reduced · −33K sh | Q1 2026 | |
| 13 | JANE STREET GROUP, LLC | $312K | 15K | ▼−59% Reduced · −21K sh | Q1 2026 | |
| 14 | Cetera Investment Advisers | $201K | 10K | ▲New +10K sh | Q1 2026 | |
| 15 | OSAIC HOLDINGS, INC. | $74K | 4K | ▼−71% Reduced · −8K sh | Q1 2026 | |
| 16 | Silver Grove Financial Group, Inc. | $4K | 181 | ▲New +181 sh | Q2 2026 | |
| 17 | UBS Group AG | $525 | 25 | ▲New +25 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, 2 funds opened a new position in CPLB and 3 added to an existing one, while 1 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 | 6 funds | $4.2B |
| ISHARES CORE S&P 500 ETFIVV | 6 funds | $3.0B |
| APPLE INCAAPL | 6 funds | $2.3B |
| AMAZON.COM INCAMZN | 6 funds | $2.2B |
| MICRON TECHNOLOGY INCMU | 6 funds | $1.8B |
| MICROSOFT CORPMSFT | 6 funds | $1.6B |
| BROADCOM INCAVGO | 6 funds | $1.4B |
| META PLATFORMS INC-CLASS AMETA | 6 funds | $1.3B |
| ALPHABET INC-CL AGOOGL | 6 funds | $1.3B |
| ALPHABET INC-CL CGOOG | 6 funds | $1.0B |
| TESLA INCTSLA | 6 funds | $1.0B |
| JPMORGAN CHASE & COJPM | 6 funds | $904.3M |
Ranked by how many of CPLB's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| MMITNYLI MACKAYMUN | 155 funds | $1.2B |
| MMINmc | 65 funds | $295.4M |
| MMCANYLI MACKAY CALI | 24 funds | $103.4M |
| IWLGWINSLOW LAR CAP | 23 funds | $668.3M |
| CPLBthis pageNYLI MACKAY CORE | 17 funds | $304.2M |
| SECRNYLI MACKAY SECU | 8 funds | $189.4M |
| IQHINYLI MACKAY HIGH | 4 funds | $119.8M |
| IWFGWINSLOW FOCUSED | 4 funds | $93.2M |
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 CPLB
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/CPLB/capital-change-brief"
Use Arkolith's capital_change_brief for CPLB. 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 CPLB. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.