25 tracked 13F filers disclose a position in CPSD as of the latest SEC 13F filings, a combined $25.6M 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 | Calamos Advisors LLC | $9.6M | 359K | ▼−18% Reduced · −76K sh | Q2 2026 | |
| 2 | Calamos Wealth Management LLC | $2.4M | 88K | ▼−4.1% Reduced · −4K sh | Q2 2026 | |
| 3 | COMMONWEALTH EQUITY SERVICES, LLC | $1.5M | 59K | ▲+0.9% Added · +504 sh | Q1 2026 | |
| 4 | New England Capital Financial Advisors LLC | $1.5M | 55K | ▼−3.5% Reduced · −2K sh | Q2 2026 | |
| 5 | BURKETT FINANCIAL SERVICES, LLC | $1.4M | 51K | ▼−1.7% Reduced · −873 sh | Q2 2026 | |
| 6 | LPL Financial LLC | $1.1M | 44K | ▼−3.5% Reduced · −2K sh | Q1 2026 | |
| 7 | Advisor OS, LLC | $1.1M | 41K | —Held | Q2 2026 | |
| 8 | STOLZ & ASSOCIATES, PS | $1.1M | 40K | ▼−4.9% Reduced · −2K sh | Q2 2026 | |
| 9 | Cyr Financial Inc. | $1.0M | 37K | ▼−4.0% Reduced · −2K sh | Q2 2026 | |
| 10 | Creative Planning | $701K | 27K | ▲New +27K sh | Q1 2026 | |
| 11 | Blue Water Asset Management | $667K | 25K | —Held | Q2 2026 | |
| 12 | Cetera Investment Advisers | $450K | 17K | —Held | Q1 2026 | |
| 13 | OLD MISSION CAPITAL LLC | $413K | 16K | ▲New +16K sh | Q1 2026 | |
| 14 | Claro Advisors Inc. | $421K | 16K | ▼−3.7% Reduced · −610 sh | Q2 2026 | |
| 15 | ENVESTNET ASSET MANAGEMENT INC | $406K | 16K | ▼−94% Reduced · −240K sh | Q1 2026 | |
| 16 | MARIPAU WEALTH MANAGEMENT LLC | $359K | 14K | ▼−0.3% Reduced · −48 sh | Q1 2026 | |
| 17 | Signal Advisors Wealth, LLC | $342K | 13K | ▼−7.5% Reduced · −1K sh | Q2 2026 | |
| 18 | HighTower Advisors, LLC | $316K | 12K | ▼−16% Reduced · −2K sh | Q1 2026 | |
| 19 | ADAMSBROWN WEALTH CONSULTANTS LLC | $280K | 11K | —Held | Q2 2026 | |
| 20 | Waverly Advisors, LLC | $214K | 8K | —Held | Q1 2026 | |
| 21 | WealthTrust Asset Management, LLC | $212K | 8K | —Held | Q2 2026 | |
| 22 | CENTAURUS FINANCIAL, INC. | $118K | 5K | ▼−4.8% Reduced · −231 sh | Q1 2026 | |
| 23 | OSAIC HOLDINGS, INC. | $23K | 874 | ▼−93% Reduced · −12K sh | Q1 2026 | |
| 24 | CREATIVE FINANCIAL DESIGNS INC /ADV | $22K | 807 | ▼−74% Reduced · −2K sh | Q2 2026 | |
| 25 | Steward Partners Investment Advisory, LLC | $16K | 621 | —Held | 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 CPSD, while 7 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 | 12 funds | $1.8B |
| APPLE INCAAPL | 11 funds | $1.6B |
| MICROSOFT CORPMSFT | 11 funds | $1.0B |
| AMAZON.COM INCAMZN | 11 funds | $952.5M |
| ALPHABET INC-CL AGOOGL | 10 funds | $911.3M |
| TESLA INCTSLA | 10 funds | $421.0M |
| JPMORGAN CHASE & COJPM | 10 funds | $375.4M |
| CATERPILLAR INCCAT | 10 funds | $256.4M |
| INVESCO QQQ TRUST SERIES 1QQQ | 10 funds | $231.6M |
| ISHARES CORE S&P 500 ETFIVV | 9 funds | $861.0M |
| BROADCOM INCAVGO | 9 funds | $657.7M |
| SS SPDR S&P 500 ETF TRUST-USSPY | 9 funds | $532.8M |
Ranked by how many of CPSD's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| CAIEmc | 124 funds | $409.2M |
| CAIQmc | 44 funds | $101.9M |
| CPNJmc | 27 funds | $9.4M |
| CPSLLADDERED S&P 500 | 26 funds | $55.2M |
| CPSMmc | 25 funds | $25.7M |
| CPSDthis pageS&P 500 STRUCTU | 25 funds | $25.6M |
| CPSJS&P 500 STRUCTUR | 25 funds | $21.6M |
| CPRJmc | 22 funds | $10.5M |
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 CPSD
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/CPSD/capital-change-brief"
Use Arkolith's capital_change_brief for CPSD. 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 CPSD. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.