Among active 13F managers last quarter, 3 opened and 3 added, while 5 reduced; the largest holder to move was Calamos Advisors LLC (−16%).
29 tracked 13F filers disclose a position in CPSJ as of the latest SEC 13F filings, a combined $23.4M 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 | 347K | $9.6M | ▼−16% Reduced · −65K sh | Q2 2026 | |
| 2 | Calamos Wealth Management LLC | 61K | $1.7M | ▼−23% Reduced · −18K sh | Q2 2026 | |
| 3 | Cetera Investment Advisers | 55K | $1.5M | —Held | Q1 2026 | |
| 4 | Osaic Holdings, Inc. | 50K | $1.4M | ▼−30% Reduced · −22K sh | Q1 2026 | |
| 5 | Commonwealth Equity Services, LLC | 39K | $1.0M | —Held | Q1 2026 | |
| 6 | Grantvest Financial Group LLC | 34K | $947K | ▼−35% Reduced · −18K sh | Q2 2026 | |
| 7 | Blue Water Asset Management | 29K | $807K | —Held | Q2 2026 | |
| 8 | Astoria Portfolio Advisors LLC. | 27K | $748K | —Held | Q2 2026 | |
| 9 | Old Mission Capital LLC | 23K | $617K | ▲+65% Added · +9K sh | Q1 2026 | |
| 10 | Farther Finance Advisors, LLC | 22K | $592K | —Held | Q1 2026 | |
| 11 | Susquehanna International Group, LLP | 21K | $568K | ▼−53% Reduced · −24K sh | Q1 2026 | |
| 12 | HighTower Advisors, LLC | 19K | $524K | —Held | Q1 2026 | |
| 13 | Advus Financial Partners, LLC | 13K | $355K | —Held | Q2 2026 | |
| 14 | Ellis Investment Partners, LLC | 12K | $320K | ▼~0% Reduced · −4 sh | Q2 2026 | |
| 15 | PFG Advisors | 11K | $302K | —Held | Q2 2026 | |
| 16 | CAP Partners, LLC | 11K | $299K | ▼−4.4% Reduced · −493 sh | Q2 2026 | |
| 17 | TrustBank | 11K | $291K | ▲Added Added · +11K sh | Q2 2026 | |
| 18 | Sound Income Strategies, LLC | 9K | $262K | ▲+30% Added · +2K sh | Q2 2026 | |
| 19 | Sterling Financial Planning, Inc. | 9K | $261K | —Held | Q2 2026 | |
| 20 | Innovative Asset Advisors Group, LLC | 9K | $244K | ▲New +9K sh | Q2 2026 | |
| 21 | Sigma Planning Corp | 8K | $231K | —Held | Q2 2026 | |
| 22 | Vestmark Advisory Solutions, Inc. | 8K | $231K | ▲New +8K sh | Q2 2026 | |
| 23 | Able Wealth Management LLC | 8K | $231K | —Held | Q2 2026 | |
| 24 | JPMorgan Chase & Co | 7K | $185K | ▼−20% Reduced · −2K sh | Q1 2026 | |
| 25 | Allworth Financial LP | 5K | $125K | —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, 3 funds opened a new position in CPSJ and 3 added to an existing one, while 5 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 | 18 funds | $2.1B |
| Apple IncAAPL | 17 funds | $2.0B |
| Microsoft CorpMSFT | 17 funds | $1.2B |
| Amazon.com IncAMZN | 17 funds | $1.1B |
| Invesco QQQ Trust Series 1QQQ | 17 funds | $677.0M |
| Tesla IncTSLA | 17 funds | $499.4M |
| Caterpillar IncCAT | 17 funds | $283.0M |
| Coca-Cola CoKO | 17 funds | $140.3M |
| Alphabet Inc-CL AGOOGL | 16 funds | $1.0B |
| SS SPDR S&P 500 ETF Trust-USSPY | 16 funds | $743.8M |
| Meta Platforms Inc-Class AMETA | 16 funds | $518.3M |
| JPMorgan Chase & CoJPM | 16 funds | $396.3M |
Ranked by how many of CPSJ's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in CPSJ.
| 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 |
| CPSJthis pageS&P 500 STR JULY | 30 funds | $23.5M |
| CPNJmc | 30 funds | $10.4M |
| CPSLLADDERED S&P 500 ETF | 29 funds | $56.6M |
| CPSDS&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 CPSJ
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/CPSJ/capital-change-brief"
Use Arkolith's capital_change_brief for CPSJ. 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 CPSJ. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.