20 tracked 13F filers disclose a position in CPSF as of the latest SEC 13F filings, a combined $16.2M 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 | Calamos Advisors LLC | $9.6M | 366K | ▼−14% Reduced · −60K sh | Q2 2026 | |
| 2 | Calamos Wealth Management LLC | $1.3M | 50K | ▼−34% Reduced · −26K sh | Q2 2026 | |
| 3 | BRADLEY FOSTER & SARGENT INC/CT | $1.2M | 46K | ▲New +46K sh | Q1 2026 | |
| 4 | Grantvest Financial Group LLC | $716K | 27K | ▼−27% Reduced · −10K sh | Q2 2026 | |
| 5 | COMMONWEALTH EQUITY SERVICES, LLC | $588K | 23K | ▲+0.2% Added · +50 sh | Q1 2026 | |
| 6 | PFG Advisors | $474K | 18K | —Held | Q2 2026 | |
| 7 | JIM SAULNIER & ASSOCIATES, LLC | $458K | 17K | —Held | Q2 2026 | |
| 8 | MML INVESTORS SERVICES, LLC | $414K | 16K | —Held | Q2 2026 | |
| 9 | GREENBERG FINANCIAL GROUP | $337K | 13K | ▼−8.2% Reduced · −1K sh | Q4 2025 | |
| 10 | STOLZ & ASSOCIATES, PS | $308K | 12K | —Held | Q2 2026 | |
| 11 | CENTAURUS FINANCIAL, INC. | $276K | 11K | ▼−19% Reduced · −2K sh | Q2 2026 | |
| 12 | RAYMOND JAMES FINANCIAL INC | $207K | 8K | ▼−13% Reduced · −1K sh | Q1 2026 | |
| 13 | OSAIC HOLDINGS, INC. | $173K | 7K | ▲+598% Added · +6K sh | Q1 2026 | |
| 14 | Aptus Capital Advisors, LLC | $54K | 2K | —Held | Q2 2026 | |
| 15 | GUARDIAN WEALTH ADVISORS, LLC / NC | $53K | 2K | ▲New +2K sh | Q1 2026 | |
| 16 | CREATIVE FINANCIAL DESIGNS INC /ADV | $22K | 834 | —Held | Q2 2026 | |
| 17 | New England Capital Financial Advisors LLC | $21K | 793 | ▼−27% Reduced · −291 sh | Q2 2026 | |
| 18 | BURKETT FINANCIAL SERVICES, LLC | $20K | 775 | —Held | Q2 2026 | |
| 19 | TUCKER ASSET MANAGEMENT LLC | $15K | 578 | ▲New +578 sh | Q2 2026 | |
| 20 | HARBOUR INVESTMENTS, INC. | $4K | 165 | ▼−95% Reduced · −3K 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 CPSF, while 5 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 | $2.0B |
| APPLE INCAAPL | 12 funds | $2.0B |
| MICROSOFT CORPMSFT | 12 funds | $1.4B |
| AMAZON.COM INCAMZN | 12 funds | $1.2B |
| ALPHABET INC-CL AGOOGL | 12 funds | $1.1B |
| JPMORGAN CHASE & COJPM | 11 funds | $663.7M |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 11 funds | $362.2M |
| COSTCO WHOLESALE CORPCOST | 11 funds | $268.8M |
| ISHARES RUSSELL 2000 ETFIWM | 11 funds | $78.9M |
| WALT DISNEY CO/THEDIS | 11 funds | $75.8M |
| ELI LILLY & COLLY | 10 funds | $510.2M |
| META PLATFORMS INC-CLASS AMETA | 10 funds | $503.3M |
Ranked by how many of CPSF'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 |
| CAGEETF | 31 funds | $19.9M |
| CPSJS&P 500 STRUCTUR | 30 funds | $23.1M |
| CPSMmc | 29 funds | $27.3M |
| CPSDS&P 500 STRUCTU | 28 funds | $26.1M |
| CPNJmc | 28 funds | $10.0M |
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 CPSF
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/CPSF/capital-change-brief"
Use Arkolith's capital_change_brief for CPSF. 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 CPSF. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.