Among active 13F managers last quarter, 4 opened and 2 added, while 3 reduced; the largest holder to move was Calamos Advisors LLC (+4.7%).
15 tracked 13F filers disclose a position in CPSU as of the latest SEC 13F filings, a combined $13.9M 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 | 346K | $9.6M | ▲+4.7% Added · +16K sh | Q2 2026 | |
| 2 | Jessup Wealth Management, Inc | 55K | $1.5M | ▲New +55K sh | Q2 2026 | |
| 3 | Old Mission Capital LLC | 18K | $476K | ▲+1.6% Added · +281 sh | Q1 2026 | |
| 4 | Calamos Wealth Management LLC | 16K | $452K | ▲New +16K sh | Q2 2026 | |
| 5 | PFG Advisors | 15K | $403K | ▼−0.8% Reduced · −112 sh | Q2 2026 | |
| 6 | Centaurus Financial, Inc. | 13K | $358K | —Held | Q2 2026 | |
| 7 | Advus Financial Partners, LLC | 9K | $257K | ▼−1.2% Reduced · −112 sh | Q2 2026 | |
| 8 | Armstrong Advisory Group, Inc | 8K | $224K | ▲New +8K sh | Q2 2026 | |
| 9 | Fairscale Capital, LLC | 7K | $200K | ▲New +7K sh | Q2 2026 | |
| 10 | Ashton Thomas Private Wealth, LLC | 6K | $153K | —Held | Q2 2026 | |
| 11 | Advisory Services Network, LLC | 5K | $128K | ▲New +5K sh | Q1 2026 | |
| 12 | New England Capital Financial Advisors LLC | 2K | $46K | ▲+453% Added · +1K sh | Q2 2026 | |
| 13 | Farther Finance Advisors, LLC | 2K | $41K | —Held | Q1 2026 | |
| 14 | Burkett Financial Services, LLC | 905 | $25K | ▲New +905 sh | Q2 2026 | |
| 15 | Creative Financial Designs Inc | 604 | $17K | ▼−53% Reduced · −688 sh | 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, 4 funds opened a new position in CPSU and 2 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 |
|---|---|---|
| Nvidia CorpNVDA | 11 funds | $2.0B |
| Tesla IncTSLA | 11 funds | $473.7M |
| Invesco QQQ Trust Series 1QQQ | 11 funds | $389.4M |
| Lockheed Martin CorpLMT | 11 funds | $49.9M |
| General Dynamics CorpGD | 11 funds | $36.5M |
| Apple IncAAPL | 10 funds | $1.8B |
| Microsoft CorpMSFT | 10 funds | $1.1B |
| Amazon.com IncAMZN | 10 funds | $1.0B |
| Ishares Core S&P 500 ETFIVV | 10 funds | $1.0B |
| Alphabet Inc-CL AGOOGL | 10 funds | $932.9M |
| SS SPDR S&P 500 ETF Trust-USSPY | 10 funds | $627.3M |
| Vanguard S&P 500 ETFVOO | 10 funds | $528.2M |
Ranked by how many of CPSU's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in CPSU.
| Class | 13F holders | Value held |
|---|---|---|
| CAIEmc | 153 funds | $516.8M |
| CAIQmc | 55 funds | $115.9M |
| CAGEETF | 32 funds | $20.7M |
| CPSLLADDERED S&P 500 ETF | 29 funds | $56.6M |
| CPSMmc | 29 funds | $27.3M |
| CPSDS&P 500 STRUCTU | 29 funds | $26.8M |
| CPSJS&P 500 STR JULY | 29 funds | $23.4M |
| CPNJmc | 29 funds | $10.3M |
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 CPSU
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/CPSU/capital-change-brief"
Use Arkolith's capital_change_brief for CPSU. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + quarter-over-quarter ownership changes + the live filing stream, joined for CPSU. Filings are public domain, sourced to SEC EDGAR.