49 tracked 13F filers disclose a position in CPZ as of the latest SEC 13F filings, a combined $59.8M 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 | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | $13.3M | 981K | ▲+7.7% Added · +70K sh | Q1 2026 | |
| 2 | RIVERNORTH CAPITAL MANAGEMENT, LLC | $6.3M | 463K | ▼−5.5% Reduced · −27K sh | Q1 2026 | |
| 3 | RAYMOND JAMES FINANCIAL INC | $4.9M | 364K | ▼−2.6% Reduced · −10K sh | Q1 2026 | |
| 4 | LPL Financial LLC | $3.6M | 263K | ▲+8.9% Added · +21K sh | Q1 2026 | |
| 5 | WELLS FARGO & COMPANY/MN | $3.2M | 238K | ▲+1.4% Added · +3K sh | Q1 2026 | |
| 6 | OPPENHEIMER & CO INC | $2.9M | 223K | ▼−1.2% Reduced · −3K sh | Q2 2026 | |
| 7 | Advisors Asset Management, Inc. | $2.6M | 193K | ▼−43% Reduced · −148K sh | Q1 2026 | |
| 8 | Shaker Financial Services, LLC | $2.4M | 184K | ▲+48% Added · +60K sh | Q2 2026 | |
| 9 | Atlas Wealth LLC | $1.9M | 147K | ▲New +147K sh | Q2 2026 | |
| 10 | Closed-End Fund Advisors, Inc. | $1.9M | 143K | ▲+3.5% Added · +5K sh | Q2 2026 | |
| 11 | UBS Group AG | $1.8M | 131K | ▼−15% Reduced · −24K sh | Q1 2026 | |
| 12 | OSAIC HOLDINGS, INC. | $1.3M | 94K | ▲+5.7% Added · +5K sh | Q1 2026 | |
| 13 | TrueMark Investments, LLC | $1.2M | 91K | ▲+7.1% Added · +6K sh | Q2 2026 | |
| 14 | STEPHENS INC /AR/ | $1.1M | 85K | ▲+33% Added · +21K sh | Q2 2026 | |
| 15 | STIFEL FINANCIAL CORP | $1.1M | 79K | ▲+0.6% Added · +465 sh | Q1 2026 | |
| 16 | EVOLVE PRIVATE WEALTH, LLC | $931K | 69K | ▲+0.4% Added · +266 sh | Q1 2026 | |
| 17 | BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | $784K | 60K | ▲+31% Added · +14K sh | Q2 2026 | |
| 18 | ROYAL BANK OF CANADA | $793K | 58K | ▲+15% Added · +8K sh | Q1 2026 | |
| 19 | Kestra Advisory Services, LLC | $731K | 56K | ▲+0.7% Added · +377 sh | Q2 2026 | |
| 20 | READYSTATE ASSET MANAGEMENT LP | $679K | 50K | ▲+260% Added · +36K sh | Q1 2026 | |
| 21 | Concurrent Investment Advisors, LLC | $628K | 48K | ▼−7.4% Reduced · −4K sh | Q2 2026 | |
| 22 | Belpointe Asset Management LLC | $568K | 42K | ▲+285% Added · +31K sh | Q1 2026 | |
| 23 | Pathstone Holdings, LLC | $564K | 42K | ▼−77% Reduced · −140K sh | Q1 2026 | |
| 24 | Cetera Investment Advisers | $495K | 36K | ▲+1.8% Added · +653 sh | Q1 2026 | |
| 25 | &PARTNERS | $469K | 35K | ▲+2.9% Added · +971 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, 4 funds opened a new position in CPZ and 9 added to an existing one, while 7 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 |
|---|---|---|
| MICROSOFT CORPMSFT | 18 funds | $1.6B |
| APPLE INCAAPL | 17 funds | $2.5B |
| NVIDIA CORPNVDA | 17 funds | $2.2B |
| BROADCOM INCAVGO | 17 funds | $929.5M |
| MICRON TECHNOLOGY INCMU | 17 funds | $684.1M |
| ELI LILLY & COLLY | 17 funds | $502.8M |
| JOHNSON & JOHNSONJNJ | 17 funds | $434.8M |
| CHEVRON CORPCVX | 17 funds | $338.2M |
| GOLDMAN SACHS GROUP INCGS | 17 funds | $327.3M |
| HOME DEPOT INCHD | 17 funds | $283.0M |
| AMAZON.COM INCAMZN | 16 funds | $1.4B |
| ALPHABET INC-CL AGOOGL | 16 funds | $1.2B |
Ranked by how many of CPZ's institutional holders also hold each name, a cross-fund conviction signal.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| 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) | 600 | $9K |
| 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) | 350 | $5K |
| 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) | 700 | $10K |
| 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) | 600 | $9K |
| 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) | 4K | $54K |
| Dec 17, 2025 | CALAMOS JOHN P SR | President and Chairman, Director | Sell (S) | 750 | $11K |
Connected entities for CPZ
This stock 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/CPZ/capital-change-brief"
Use Arkolith's capital_change_brief for CPZ. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
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.