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/CQP/capital-change-brief"
Use Arkolith's capital_change_brief for CQP. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Blackstone Inc. | $6.6B | 102.3M | —Held | Q1 2026 | |
| 2 | BROOKFIELD Corp /ON/ | $6.6B | 101.6M | —Held | Q1 2026 | |
| 3 | ALPS ADVISORS INC | $614.8M | 9.5M | ▲+1.9% Added · +173K sh | Q1 2026 | |
| 4 | MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $184.4M | 2.9M | ▲+3.7% Added · +101K sh | Q1 2026 | |
| 5 | Energy Income Partners, LLC | $98.5M | 1.5M | ▼−5.5% Reduced · −89K sh | Q1 2026 | |
| 6 | TORTOISE CAPITAL ADVISORS, L.L.C. | $71.5M | 1.1M | ▲+1.3% Added · +14K sh | Q1 2026 | |
| 7 | GOLDMAN SACHS GROUP INC | $68.2M | 1.1M | ▼−3.9% Reduced · −43K sh | Q1 2026 | |
| 8 | MORGAN STANLEY | $64.3M | 995K | ▲+3.8% Added · +37K sh | Q1 2026 | |
| 9 | JPMORGAN CHASE & CO | $55.9M | 832K | ▼−4.8% Reduced · −42K sh | Q1 2026 | |
| 10 | Clearbridge Investments, LLC | $39.5M | 612K | —Held | Q1 2026 | |
| 11 | UBS Group AG | $30.9M | 478K | ▼−20% Reduced · −117K sh | Q1 2026 | |
| 12 | NEOS Investment Management LLC | $16.3M | 253K | ▲12× Added · +232K sh | Q1 2026 | |
| 13 | INFRASTRUCTURE CAPITAL ADVISORS, LLC | $14.6M | 227K | ▲+43% Added · +68K sh | Q1 2026 | |
| 14 | FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC | $14.1M | 219K | ▼−6.6% Reduced · −15K sh | Q1 2026 | |
| 15 | BARCLAYS PLC | $14.0M | 217K | ▼−9.9% Reduced · −24K sh | Q1 2026 | |
| 16 | LPL Financial LLC | $7.7M | 118K | ▼−2.2% Reduced · −3K sh | Q1 2026 | |
| 17 | BANK OF AMERICA CORP /DE/ | $7.1M | 110K | ▼−32% Reduced · −53K sh | Q1 2026 | |
| 18 | MILLER HOWARD INVESTMENTS INC /NY | $6.5M | 101K | ▼−2.4% Reduced · −3K sh | Q1 2026 | |
| 19 | Neuberger Berman Group LLC | $5.2M | 81K | —Held | Q1 2026 | |
| 20 | FRED ALGER MANAGEMENT, LLC | $3.4M | 52K | ▼−0.1% Reduced · −36 sh | Q1 2026 | |
| 21 | EXCHANGE TRADED CONCEPTS, LLC | $3.2M | 50K | ▼−34% Reduced · −26K sh | Q1 2026 | |
| 22 | Mariner, LLC | $3.0M | 46K | ▲+0.7% Added · +327 sh | Q1 2026 | |
| 23 | Cerity Partners LLC | $3.0M | 46K | ▲+0.7% Added · +331 sh | Q1 2026 | |
| 24 | ROYAL BANK OF CANADA | $3.0M | 46K | ▲+12% Added · +5K sh | Q1 2026 | |
| 25 | Mediolanum International Funds Ltd | Withheld | 44K | ▼−0.1% Reduced · −66 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 |
|---|---|---|---|---|---|
| Jul 14, 2026 | Jennings Michael | Director | Grant (A) | 3K | $0 |
| Jul 14, 2026 | RAUF ZAMIR | Director | Grant (A) | 3K | $0 |
| May 29, 2026 | MCCAIN ELLIS L | Director | Option exercise (M) | 750 | — |
| May 29, 2026 | MCCAIN ELLIS L | Director | Option exercise (M) | 750 | — |
| May 29, 2026 | MCCAIN ELLIS L | Director | Option exercise (M) | 750 | — |
| May 29, 2026 | MCCAIN ELLIS L | Director | Option exercise (M) | 750 | — |
| May 29, 2026 | MCCAIN ELLIS L | Director | Option exercise (M) | 750 | — |
| May 29, 2026 | MCCAIN ELLIS L | Director | Option exercise (M) | 750 | — |
| May 29, 2026 | MCCAIN ELLIS L | Director | Option exercise (M) | 750 | — |
| May 29, 2026 | MCCAIN ELLIS L | Director | Option exercise (M) | 750 | — |
| May 29, 2026 | MCCAIN ELLIS L | Director | Grant (A) | 3K | $0 |
| Dec 7, 2025 | PAGANO VINCENT JR | Director | Option exercise (M) | 750 | — |
| Company | Co-held by | Combined value |
|---|---|---|
| JPMORGAN CHASE & COJPM | 59 funds | $7.9B |
| JOHNSON & JOHNSONJNJ | 59 funds | $4.9B |
| CHEVRON CORPCVX | 59 funds | $3.4B |
| NEXTERA ENERGY INCNEE | 59 funds | $1.7B |
| MICROSOFT CORPMSFT | 58 funds | $17.9B |
| BROADCOM INCAVGO | 58 funds | $8.4B |
| EXXON MOBIL CORPXOM | 58 funds | $4.5B |
| VISA INC-CLASS A SHARESV | 58 funds | $4.3B |
| COSTCO WHOLESALE CORPCOST | 58 funds | $4.2B |
| CATERPILLAR INCCAT | 58 funds | $2.3B |
| CISCO SYSTEMS INCCSCO | 58 funds | $2.3B |
| BLACKSTONE INCBX | 58 funds | $885.4M |
Ranked by how many of CQP'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 CQP. 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.