16 tracked 13F filers disclose a position in CPNQ as of the latest SEC 13F filings, a combined $11.8M 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 | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | ENVESTNET ASSET MANAGEMENT INC | $4.7M | 178K | ▲New +178K sh | Q1 2026 | |
| 2 | HARBOUR INVESTMENTS, INC. | $1.6M | 60K | ▲+0.7% Added · +405 sh | Q1 2026 | |
| 3 | COMMONWEALTH EQUITY SERVICES, LLC | $1.2M | 46K | ▼−3.9% Reduced · −2K sh | Q1 2026 | |
| 4 | JIM SAULNIER & ASSOCIATES, LLC | $698K | 25K | —Held | Q2 2026 | |
| 5 | Cetera Investment Advisers | $630K | 24K | ▲+55% Added · +8K sh | Q1 2026 | |
| 6 | MARIPAU WEALTH MANAGEMENT LLC | $586K | 21K | ▼−20% Reduced · −5K sh | Q2 2026 | |
| 7 | Signal Advisors Wealth, LLC | $586K | 21K | ▼−20% Reduced · −5K sh | Q2 2026 | |
| 8 | Claro Advisors Inc. | $406K | 15K | ▼−0.7% Reduced · −100 sh | Q2 2026 | |
| 9 | Calamos Wealth Management LLC | $392K | 14K | ▼−13% Reduced · −2K sh | Q2 2026 | |
| 10 | Rooted Wealth Advisors, Inc. | $347K | 13K | —Held | Q2 2026 | |
| 11 | Leelyn Smith, LLC | $269K | 10K | —Held | Q2 2026 | |
| 12 | Sigma Planning Corp | $205K | 7K | ▲New +7K sh | Q2 2026 | |
| 13 | CREATIVE FINANCIAL DESIGNS INC /ADV | $79K | 3K | ▼−3.8% Reduced · −114 sh | Q2 2026 | |
| 14 | Farther Finance Advisors, LLC | $21K | 780 | ▲+875% Added · +700 sh | Q1 2026 | |
| 15 | OSAIC HOLDINGS, INC. | $11K | 430 | ▼−48% Reduced · −400 sh | Q1 2026 | |
| 16 | UBS Group AG | $5K | 206 | ▲New +206 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, 1 fund opened a new position in CPNQ and 2 added to an existing one, while 2 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 |
|---|---|---|
| VANGUARD S&P 500 ETFVOO | 7 funds | $632.1M |
| APPLE INCAAPL | 7 funds | $623.5M |
| NVIDIA CORPNVDA | 7 funds | $445.0M |
| VANGUARD FTSE DEVELOPED ETFVEA | 7 funds | $319.6M |
| AMAZON.COM INCAMZN | 7 funds | $277.9M |
| MICROSOFT CORPMSFT | 7 funds | $251.3M |
| SS SPDR S&P 500 ETF TRUST-USSPY | 7 funds | $216.0M |
| ALPHABET INC-CL AGOOGL | 7 funds | $169.6M |
| VANGUARD TOTAL STOCK MKT ETFVTI | 7 funds | $167.7M |
| ISHARES CORE S&P MIDCAP ETFIJH | 7 funds | $155.5M |
| ELI LILLY & COLLY | 7 funds | $132.6M |
| VANGUARD GROWTH ETFVUG | 7 funds | $126.5M |
Ranked by how many of CPNQ's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| CAIEmc | 152 funds | $495.4M |
| CAIQmc | 55 funds | $113.1M |
| CPSLLADDERED S&P 500 | 31 funds | $56.1M |
| CPSJS&P 500 STRUCTUR | 31 funds | $23.5M |
| CAGEETF | 31 funds | $19.9M |
| CPSMmc | 29 funds | $27.3M |
| CPSDS&P 500 STRUCTU | 29 funds | $26.8M |
| CPNJmc | 29 funds | $10.3M |
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 CPNQ
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/CPNQ/capital-change-brief"
Use Arkolith's capital_change_brief for CPNQ. 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 CPNQ. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.