The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This stock page is the Follow view. The Build view lets your agent query CPZ owners, fund changes, insider filings, and source links through REST or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/CPZ"
Use Arkolith to show who owns CPZ, which funds added or reduced it, and which SEC filings prove each claim.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | RIVERNORTH CAPITAL MANAGEMENT, LLC | $6.3M | 463K | ▼−5.5% Reduced · −27K sh | Q1 2026 | |
| 2 | OPPENHEIMER & CO INC | $3.1M | 226K | ▲+2.0% Added · +4K sh | Q1 2026 | |
| 3 | Advisors Asset Management, Inc. | $2.6M | 193K | ▼−43% Reduced · −148K sh | Q1 2026 | |
| 4 | EVOLVE PRIVATE WEALTH, LLC | $931K | 69K | ▲+0.4% Added · +266 sh | Q1 2026 | |
| 5 | STEPHENS INC /AR/ | $867K | 64K | ▲+2.9% Added · +2K sh | Q1 2026 | |
| 6 | Private Advisor Group, LLC | $843K | 62K | ▲+2.5% Added · +2K sh | Q1 2026 | |
| 7 | Kestra Advisory Services, LLC | $753K | 56K | ▼−0.3% Reduced · −193 sh | Q1 2026 | |
| 8 | Concurrent Investment Advisors, LLC | $704K | 52K | ▲+31% Added · +12K sh | Q1 2026 | |
| 9 | READYSTATE ASSET MANAGEMENT LP | $679K | 50K | ▲+260% Added · +36K sh | Q1 2026 | |
| 10 | Pathstone Holdings, LLC | $564K | 42K | ▼−77% Reduced · −140K sh | Q1 2026 | |
| 11 | &PARTNERS | $469K | 35K | ▲+2.9% Added · +971 sh | Q1 2026 | |
| 12 | VestGen Advisors, LLC | $258K | 19K | ▼−7.3% Reduced · −2K sh | Q1 2026 | |
| 13 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $184K | 13K | ▼−14% Reduced · −2K sh | Q1 2026 | |
| 14 | Integrated Advisors Network LLC | $140K | 10K | ▼−11% Reduced · −1K sh | Q1 2026 | |
| 15 | AdvisorNet Financial, Inc | $33K | 2K | ▼−19% Reduced · −566 sh | Q1 2026 | |
| 16 | SALEM INVESTMENT COUNSELORS INC | $16K | 1K | ▲New +1K sh | Q1 2026 | |
| 17 | Steward Partners Investment Advisory, LLC | $14K | 1K | ▼−56% Reduced · −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.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Dec 17, 2025 | CALAMOS JOHN P SR | President and Chairman, Director | Sell (S) | 800 | $12K |
| Dec 17, 2025 | CALAMOS JOHN P SR | President and Chairman, Director | Sell (S) | 800 | $12K |
| Dec 17, 2025 | CALAMOS JOHN P SR | President and Chairman, Director | Sell (S) | 350 | $5K |
| Dec 17, 2025 | CALAMOS JOHN P SR | President and Chairman, Director | Sell (S) | 2K | $31K |
| Dec 17, 2025 | CALAMOS JOHN P SR | President and Chairman, Director | Sell (S) | 600 | $9K |
| Dec 17, 2025 | CALAMOS JOHN P SR | President and Chairman, Director | Sell (S) | 2K | $24K |
| Dec 17, 2025 | CALAMOS JOHN P SR | President and Chairman, Director | Sell (S) | 750 | $11K |
| Dec 17, 2025 | CALAMOS JOHN P SR | President and Chairman, Director | Sell (S) | 4K | $54K |
| Dec 17, 2025 | CALAMOS JOHN P SR | President and Chairman, Director | Sell (S) | 1K | $17K |
| Dec 17, 2025 | CALAMOS JOHN P SR | President and Chairman, Director | Sell (S) | 600 | $9K |
| Dec 17, 2025 | CALAMOS JOHN P SR | President and Chairman, Director | Sell (S) | 400 | $6K |
| Dec 17, 2025 | CALAMOS JOHN P SR | President and Chairman, Director | Sell (S) | 700 | $10K |
| Company | Co-held by | Combined value |
|---|---|---|
| APPLE INCAAPL | 19 funds | $5.1B |
| MICROSOFT CORPMSFT | 19 funds | $4.0B |
| NVIDIA CORPNVDA | 18 funds | $3.9B |
| AMAZON.COM INCAMZN | 18 funds | $3.0B |
| ALPHABET INC-CL AGOOGL | 18 funds | $2.6B |
| META PLATFORMS INC-CLASS AMETA | 18 funds | $1.6B |
| BROADCOM INCAVGO | 18 funds | $1.4B |
| JOHNSON & JOHNSONJNJ | 18 funds | $1.2B |
| TESLA INCTSLA | 18 funds | $878.6M |
| CHEVRON CORPCVX | 18 funds | $807.2M |
| HOME DEPOT INCHD | 18 funds | $633.4M |
| BANK OF AMERICA CORPBAC | 18 funds | $500.0M |
Ranked by how many of CPZ's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for CPZ. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes. Every panel above is one call to the Arkolith API & MCP server.