Among active 13F managers last quarter, 3 opened and 8 added, while 3 reduced; the largest holder to move was Burkett Financial Services, LLC (+2.6%).
29 tracked 13F filers disclose a position in CPSL as of the latest SEC 13F filings, a combined $56.6M 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 | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Burkett Financial Services, LLC | 760K | $21.2M | ▲+2.6% Added · +19K sh | Q2 2026 | |
| 2 | Harbour Investments, Inc. | 171K | $4.7M | ▲+417% Added · +138K sh | Q1 2026 | |
| 3 | Mutual Advisors, LLC | 153K | $4.3M | ▲+13% Added · +18K sh | Q2 2026 | |
| 4 | HighTower Advisors, LLC | 136K | $3.7M | ▲+23% Added · +26K sh | Q1 2026 | |
| 5 | Prime Capital Investment Advisors, LLC | 134K | $3.7M | ▲+15% Added · +17K sh | Q2 2026 | |
| 6 | Innovative Asset Advisors Group, LLC | 87K | $2.4M | ▲New +87K sh | Q2 2026 | |
| 7 | Commonwealth Equity Services, LLC | 84K | $2.3M | ▲+27% Added · +18K sh | Q1 2026 | |
| 8 | Cetera Investment Advisers | 81K | $2.2M | ▼−3.2% Reduced · −3K sh | Q1 2026 | |
| 9 | Centaurus Financial, Inc. | 77K | $2.1M | ▼~0% Reduced · −1 sh | Q2 2026 | |
| 10 | Amplius Wealth Advisors, LLC | 73K | $2.1M | ▼−3.7% Reduced · −3K sh | Q2 2026 | |
| 11 | Worth Asset Management, LLC | 70K | $2.0M | ▲+4.5% Added · +3K sh | Q2 2026 | |
| 12 | Calamos Wealth Management LLC | 34K | $946K | ▲+15% Added · +4K sh | Q2 2026 | |
| 13 | Applied Capital LLC | 26K | $729K | ▼−12% Reduced · −4K sh | Q2 2026 | |
| 14 | Susquehanna International Group, LLP | 24K | $652K | ▼−39% Reduced · −15K sh | Q1 2026 | |
| 15 | Osaic Holdings, Inc. | 21K | $572K | ▲+601% Added · +18K sh | Q1 2026 | |
| 16 | Goldman Sachs Group Inc | 20K | $552K | ▲New +20K sh | Q1 2026 | |
| 17 | Royal Bank Of Canada | 20K | $535K | ▼−32% Reduced · −9K sh | Q1 2026 | |
| 18 | TD Capital Management LLC | 18K | $515K | ▲+31% Added · +4K sh | Q2 2026 | |
| 19 | MML Investors Services, LLC | 11K | $311K | ▼−19% Reduced · −3K sh | Q2 2026 | |
| 20 | Leelyn Smith, LLC | 10K | $267K | —Held | Q2 2026 | |
| 21 | Smith, Moore & Co. | 8K | $228K | ▼−2.4% Reduced · −200 sh | Q2 2026 | |
| 22 | Family Office Research LLC | 8K | $218K | —Held | Q2 2026 | |
| 23 | Geneos Wealth Management Inc. | 6K | $161K | ▲+40% Added · +2K sh | Q2 2026 | |
| 24 | Blue Trust, Inc. | 4K | $122K | ▲New +4K sh | Q2 2026 | |
| 25 | Armstrong Advisory Group, Inc | 2K | $52K | —Held | 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, 3 funds opened a new position in CPSL and 8 added to an existing one, while 3 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 |
|---|---|---|
| Apple IncAAPL | 17 funds | $1.3B |
| Vanguard S&P 500 ETFVOO | 17 funds | $1.2B |
| Microsoft CorpMSFT | 17 funds | $676.0M |
| Meta Platforms Inc-Class AMETA | 17 funds | $236.2M |
| Nvidia CorpNVDA | 16 funds | $1.4B |
| Vanguard Total Stock MKT ETFVTI | 16 funds | $946.8M |
| SS SPDR S&P 500 ETF Trust-USSPY | 16 funds | $676.4M |
| Invesco QQQ Trust Series 1QQQ | 16 funds | $674.4M |
| Amazon.com IncAMZN | 16 funds | $599.2M |
| Alphabet Inc-CL AGOOGL | 16 funds | $424.2M |
| Vanguard Ftse Developed ETFVEA | 16 funds | $390.6M |
| Tesla IncTSLA | 16 funds | $319.2M |
Ranked by how many of CPSL's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in CPSL.
| 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 |
| CPSLthis pageLADDERED 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.
Connected entities for CPSL
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/CPSL/capital-change-brief"
Use Arkolith's capital_change_brief for CPSL. 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 CPSL. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.