Among active 13F managers last quarter, 2 opened and 2 added, while 1 reduced; the largest holder to move was Calamos Advisors LLC (+0.3%).
15 tracked 13F filers disclose a position in CPSY as of the latest SEC 13F filings, a combined $14.6M 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 | Calamos Advisors LLC | 373K | $9.6M | ▲+0.3% Added · +1K sh | Q2 2026 | |
| 2 | Cetera Investment Advisers | 38K | $952K | ▲+46% Added · +12K sh | Q1 2026 | |
| 3 | Jim Saulnier & Associates, LLC | 26K | $663K | —Held | Q2 2026 | |
| 4 | Mariner, LLC | 26K | $640K | —Held | Q1 2026 | |
| 5 | Sterling Financial Planning, Inc. | 25K | $642K | —Held | Q2 2026 | |
| 6 | Susquehanna International Group, LLP | 23K | $572K | ▲+1.0% Added · +234 sh | Q1 2026 | |
| 7 | Old Mission Capital LLC | 13K | $315K | ▼−56% Reduced · −16K sh | Q1 2026 | |
| 8 | TrustBank | 11K | $294K | ▲New +11K sh | Q2 2026 | |
| 9 | Calamos Wealth Management LLC | 11K | $286K | ▼−28% Reduced · −4K sh | Q2 2026 | |
| 10 | Harbour Investments, Inc. | 9K | $234K | ▲+9.3% Added · +794 sh | Q1 2026 | |
| 11 | Waverly Advisors, LLC | 9K | $219K | —Held | Q2 2026 | |
| 12 | Centaurus Financial, Inc. | 6K | $164K | —Held | Q2 2026 | |
| 13 | Essential Investment Partners LLC | 500 | $13K | —Held | Q2 2026 | |
| 14 | Tucker Asset Management LLC | 147 | $4K | ▲New +147 sh | Q2 2026 | |
| 15 | New England Capital Financial Advisors LLC | 126 | $3K | —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 CPSY and 2 added to an existing one, while 1 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 | 9 funds | $1.9B |
| Ishares Core S&P 500 ETFIVV | 9 funds | $1.1B |
| SS SPDR S&P 500 ETF Trust-USSPY | 9 funds | $678.1M |
| Vanguard Total Stock MKT ETFVTI | 9 funds | $294.8M |
| Apple IncAAPL | 8 funds | $1.8B |
| Microsoft CorpMSFT | 8 funds | $1.1B |
| Amazon.com IncAMZN | 8 funds | $991.2M |
| Alphabet Inc-CL AGOOGL | 8 funds | $928.4M |
| Vanguard S&P 500 ETFVOO | 8 funds | $590.8M |
| Tesla IncTSLA | 8 funds | $422.6M |
| JPMorgan Chase & CoJPM | 8 funds | $422.6M |
| Procter & Gamble CoPG | 8 funds | $195.9M |
Ranked by how many of CPSY's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in CPSY.
| Class | 13F holders | Value held |
|---|---|---|
| CAIEmc | 153 funds | $516.8M |
| CAIQmc | 54 funds | $115.9M |
| CAGEETF | 31 funds | $20.7M |
| CPSMmc | 29 funds | $27.3M |
| CPSJS&P 500 STR JULY | 29 funds | $23.4M |
| CPNJmc | 29 funds | $10.3M |
| CPSLLADDERED S&P 500 ETF | 28 funds | $56.6M |
| CPSDS&P 500 STRUCTU | 28 funds | $26.7M |
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 CPSY
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/CPSY/capital-change-brief"
Use Arkolith's capital_change_brief for CPSY. 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 CPSY. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.