26 tracked 13F filers disclose a position in CPSL as of the latest SEC 13F filings, a combined $55.2M 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 | BURKETT FINANCIAL SERVICES, LLC | $21.2M | 760K | ▲+2.6% Added · +19K sh | Q2 2026 | |
| 2 | HARBOUR INVESTMENTS, INC. | $4.7M | 171K | ▲+417% Added · +138K sh | Q1 2026 | |
| 3 | HighTower Advisors, LLC | $3.7M | 136K | ▲+23% Added · +26K sh | Q1 2026 | |
| 4 | Mutual Advisors, LLC | $3.7M | 135K | ▲+4.1% Added · +5K sh | Q1 2026 | |
| 5 | Prime Capital Investment Advisors, LLC | $3.7M | 134K | ▲+15% Added · +17K sh | Q2 2026 | |
| 6 | Innovative Asset Advisors Group, LLC | $2.4M | 87K | ▲New +87K sh | Q2 2026 | |
| 7 | COMMONWEALTH EQUITY SERVICES, LLC | $2.3M | 84K | ▲+27% Added · +18K sh | Q1 2026 | |
| 8 | Cetera Investment Advisers | $2.2M | 81K | ▼−3.2% Reduced · −3K sh | Q1 2026 | |
| 9 | CENTAURUS FINANCIAL, INC. | $2.1M | 77K | ▲+16% Added · +10K sh | Q1 2026 | |
| 10 | Amplius Wealth Advisors, LLC | $2.1M | 73K | ▼−3.7% Reduced · −3K sh | Q2 2026 | |
| 11 | Worth Asset Management, LLC | $2.0M | 70K | ▲+4.5% Added · +3K sh | Q2 2026 | |
| 12 | Calamos Wealth Management LLC | $946K | 34K | ▲+15% Added · +4K sh | Q2 2026 | |
| 13 | Applied Capital LLC | $729K | 26K | ▼−12% Reduced · −4K sh | Q2 2026 | |
| 14 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $652K | 24K | ▼−39% Reduced · −15K sh | Q1 2026 | |
| 15 | OSAIC HOLDINGS, INC. | $572K | 21K | ▲+601% Added · +18K sh | Q1 2026 | |
| 16 | GOLDMAN SACHS GROUP INC | $552K | 20K | ▲New +20K sh | Q1 2026 | |
| 17 | ROYAL BANK OF CANADA | $535K | 20K | ▼−32% Reduced · −9K sh | Q1 2026 | |
| 18 | MML INVESTORS SERVICES, LLC | $373K | 14K | ▼−51% Reduced · −14K sh | Q1 2026 | |
| 19 | Leelyn Smith, LLC | $267K | 10K | —Held | Q2 2026 | |
| 20 | Family Office Research LLC | $218K | 8K | —Held | Q2 2026 | |
| 21 | Blue Trust, Inc. | $122K | 4K | ▲New +4K sh | Q2 2026 | |
| 22 | Geneos Wealth Management Inc. | $112K | 4K | —Held | Q1 2026 | |
| 23 | ARMSTRONG ADVISORY GROUP, INC | $52K | 2K | —Held | Q2 2026 | |
| 24 | Aptus Capital Advisors, LLC | $32K | 1K | —Held | Q1 2026 | |
| 25 | GUARDIAN WEALTH ADVISORS, LLC / NC | $32K | 1K | ▲New +1K 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, 3 funds opened a new position in CPSL and 6 added to an existing one, while 1 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 |
|---|---|---|
| APPLE INCAAPL | 14 funds | $1.1B |
| VANGUARD S&P 500 ETFVOO | 14 funds | $1.1B |
| MICROSOFT CORPMSFT | 14 funds | $634.8M |
| META PLATFORMS INC-CLASS AMETA | 14 funds | $228.9M |
| NVIDIA CORPNVDA | 13 funds | $1.3B |
| VANGUARD TOTAL STOCK MKT ETFVTI | 13 funds | $741.5M |
| INVESCO QQQ TRUST SERIES 1QQQ | 13 funds | $604.5M |
| SS SPDR S&P 500 ETF TRUST-USSPY | 13 funds | $592.1M |
| AMAZON.COM INCAMZN | 13 funds | $533.3M |
| VANGUARD TOTAL INTL STOCKVXUS | 13 funds | $502.5M |
| ALPHABET INC-CL AGOOGL | 13 funds | $372.8M |
| VANGUARD FTSE DEVELOPED ETFVEA | 13 funds | $335.9M |
Ranked by how many of CPSL'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 |
| CPSLthis pageLADDERED S&P 500 | 26 funds | $55.2M |
| CPSMmc | 25 funds | $25.7M |
| CPSDS&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.
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.