Among active 13F managers last quarter, 2 opened and 1 added, while 5 reduced; the largest holder to move was Calamos Advisors LLC (−3.3%).
19 tracked 13F filers disclose a position in CPSO as of the latest SEC 13F filings, a combined $14.8M 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 | 344K | $9.6M | ▼−3.3% Reduced · −12K sh | Q2 2026 | |
| 2 | Susquehanna International Group, LLP | 27K | $719K | ▼−8.2% Reduced · −2K sh | Q1 2026 | |
| 3 | Commonwealth Equity Services, LLC | 24K | $650K | ▼−6.6% Reduced · −2K sh | Q1 2026 | |
| 4 | Blue Water Asset Management | 20K | $570K | ▼−34% Reduced · −10K sh | Q2 2026 | |
| 5 | Calamos Wealth Management LLC | 20K | $553K | ▼−22% Reduced · −6K sh | Q2 2026 | |
| 6 | Old Mission Capital LLC | 19K | $511K | ▲+8.1% Added · +1K sh | Q1 2026 | |
| 7 | Harbour Investments, Inc. | 14K | $388K | ▼−32% Reduced · −7K sh | Q1 2026 | |
| 8 | Rooted Wealth Advisors, Inc. | 12K | $348K | —Held | Q2 2026 | |
| 9 | Grantvest Financial Group LLC | 12K | $331K | ▼−19% Reduced · −3K sh | Q2 2026 | |
| 10 | Fiduciary Financial Advisors | 11K | $308K | ▲New +11K sh | Q2 2026 | |
| 11 | Sloy Dahl & Holst, LLC | 11K | $299K | —Held | Q2 2026 | |
| 12 | Security Financial Services, INC. | 10K | $282K | —Held | Q2 2026 | |
| 13 | Spire Wealth Management | 2K | $65K | —Held | Q1 2026 | |
| 14 | Osaic Holdings, Inc. | 2K | $55K | —Held | Q1 2026 | |
| 15 | Morgan Stanley | 2K | $54K | —Held | Q1 2026 | |
| 16 | Tucker Asset Management LLC | 2K | $50K | ▲New +2K sh | Q2 2026 | |
| 17 | Advisory Services Network, LLC | 1K | $32K | ▲New +1K sh | Q1 2026 | |
| 18 | Creative Financial Designs Inc | 492 | $14K | ▼−44% Reduced · −379 sh | Q2 2026 | |
| 19 | New England Capital Financial Advisors LLC | 408 | $11K | —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, 2 funds opened a new position in CPSO and 1 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 | 10 funds | $1.8B |
| Vanguard Total Stock MKT ETFVTI | 10 funds | $137.1M |
| Apple IncAAPL | 9 funds | $1.6B |
| Microsoft CorpMSFT | 9 funds | $945.5M |
| Amazon.com IncAMZN | 9 funds | $909.0M |
| Tesla IncTSLA | 9 funds | $848.6M |
| SS SPDR S&P 500 ETF Trust-USSPY | 9 funds | $642.0M |
| JPMorgan Chase & CoJPM | 9 funds | $311.6M |
| Ishares Core S&P 500 ETFIVV | 9 funds | $256.0M |
| Johnson & JohnsonJNJ | 9 funds | $211.0M |
| Coca-Cola CoKO | 9 funds | $103.7M |
| Vanguard Mid-Cap ETFVO | 9 funds | $42.2M |
Ranked by how many of CPSO's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in CPSO.
| 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 |
| 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 CPSO
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/CPSO/capital-change-brief"
Use Arkolith's capital_change_brief for CPSO. 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 CPSO. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.