Among active 13F managers last quarter, 1 opened and 7 reduced; the largest holder to move was Calamos Advisors LLC (−18%).
29 tracked 13F filers disclose a position in CPSD as of the latest SEC 13F filings, a combined $26.8M 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 | Calamos Advisors LLC | 359K | $9.6M | ▼−18% Reduced · −76K sh | Q2 2026 | |
| 2 | Calamos Wealth Management LLC | 88K | $2.4M | ▼−4.1% Reduced · −4K sh | Q2 2026 | |
| 3 | Commonwealth Equity Services, LLC | 59K | $1.5M | ▲+0.9% Added · +504 sh | Q1 2026 | |
| 4 | New England Capital Financial Advisors LLC | 55K | $1.5M | ▼−3.5% Reduced · −2K sh | Q2 2026 | |
| 5 | Burkett Financial Services, LLC | 51K | $1.4M | ▼−1.7% Reduced · −873 sh | Q2 2026 | |
| 6 | LPL Financial LLC | 44K | $1.1M | ▼−3.5% Reduced · −2K sh | Q1 2026 | |
| 7 | Advisor OS, LLC | 41K | $1.1M | —Held | Q2 2026 | |
| 8 | Stolz & Associates, PS | 40K | $1.1M | ▼−4.9% Reduced · −2K sh | Q2 2026 | |
| 9 | Cyr Financial Inc. | 37K | $1.0M | ▼−4.0% Reduced · −2K sh | Q2 2026 | |
| 10 | Creative Planning | 27K | $701K | ▲New +27K sh | Q1 2026 | |
| 11 | Blue Water Asset Management | 25K | $667K | —Held | Q2 2026 | |
| 12 | SageView Advisory Group, LLC | 23K | $612K | —Held | Q2 2026 | |
| 13 | Cetera Investment Advisers | 17K | $450K | —Held | Q1 2026 | |
| 14 | Old Mission Capital LLC | 16K | $413K | ▲New +16K sh | Q1 2026 | |
| 15 | Claro Advisors Inc. | 16K | $421K | ▼−3.7% Reduced · −610 sh | Q2 2026 | |
| 16 | Envestnet Asset Management Inc | 16K | $406K | ▼−94% Reduced · −240K sh | Q1 2026 | |
| 17 | Sloy Dahl & Holst, LLC | 13K | $348K | —Held | Q2 2026 | |
| 18 | Maripau Wealth Management LLC | 13K | $342K | ▼−7.5% Reduced · −1K sh | Q2 2026 | |
| 19 | Signal Advisors Wealth, LLC | 13K | $342K | ▼−7.5% Reduced · −1K sh | Q2 2026 | |
| 20 | HighTower Advisors, LLC | 12K | $316K | ▼−16% Reduced · −2K sh | Q1 2026 | |
| 21 | Adamsbrown Wealth Consultants LLC | 11K | $280K | —Held | Q2 2026 | |
| 22 | Grantvest Financial Group LLC | 9K | $235K | —Held | Q2 2026 | |
| 23 | Waverly Advisors, LLC | 8K | $221K | —Held | Q2 2026 | |
| 24 | WealthTrust Asset Management, LLC | 8K | $212K | —Held | Q2 2026 | |
| 25 | Centaurus Financial, Inc. | 4K | $107K | ▼−12% Reduced · −558 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, 1 fund opened a new position in CPSD, while 7 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 |
|---|---|---|
| Nvidia CorpNVDA | 15 funds | $1.9B |
| Apple IncAAPL | 14 funds | $1.9B |
| Microsoft CorpMSFT | 14 funds | $1.1B |
| Amazon.com IncAMZN | 14 funds | $1.0B |
| Alphabet Inc-CL AGOOGL | 13 funds | $959.5M |
| Tesla IncTSLA | 13 funds | $869.7M |
| JPMorgan Chase & CoJPM | 13 funds | $439.6M |
| Invesco QQQ Trust Series 1QQQ | 13 funds | $318.5M |
| Ishares Core S&P 500 ETFIVV | 12 funds | $1.1B |
| Meta Platforms Inc-Class AMETA | 12 funds | $476.2M |
| Caterpillar IncCAT | 12 funds | $287.6M |
| Vanguard Total Stock MKT ETFVTI | 12 funds | $287.4M |
Ranked by how many of CPSD's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in CPSD.
| Class | 13F holders | Value held |
|---|---|---|
| CAIEmc | 153 funds | $516.8M |
| CAIQmc | 54 funds | $115.9M |
| CAGEETF | 31 funds | $20.7M |
| CPSMmc | 30 funds | $27.4M |
| CPSJS&P 500 STR JULY | 30 funds | $23.5M |
| CPNJmc | 30 funds | $10.4M |
| CPSLLADDERED S&P 500 ETF | 29 funds | $56.6M |
| CPSDthis pageS&P 500 STRUCTU | 29 funds | $26.8M |
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.