| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Alpine Global Management, LLC | $20.7M | 3.0M | ▲+146% Added · +1.8M sh | Q1 2026 | |
| 2 | Sculptor Capital LP | $19.3M | 2.8M | ▲+2.1% Added · +57K sh | Q1 2026 | |
| 3 | Quarry LP | $17.6M | 2.5M | ▲+101% Added · +1.3M sh | Q1 2026 | |
| 4 | BOOTHBAY FUND MANAGEMENT, LLC | $16.3M | 2.3M | ▲+85% Added · +1.1M sh | Q1 2026 | |
| 5 | LPL Financial LLC | $13.8M | 2.0M | ▲+5.0% Added · +93K sh | Q1 2026 | |
| 6 | Almitas Capital LLC | $7.8M | 1.1M | ▲13× Added · +1.0M sh | Q1 2026 | |
| 7 | OSAIC HOLDINGS, INC. | $6.1M | 882K | ▲+10% Added · +81K sh | Q1 2026 | |
| 8 | RAYMOND JAMES FINANCIAL INC | $5.9M | 849K | ▲+20% Added · +141K sh | Q1 2026 | |
| 9 | Cable Car Capital, LP | $4.8M | 650K | ▼−1.7% Reduced · −12K sh | Q1 2026 | |
| 10 | Perennial Investment Advisors, LLC | $3.4M | 486K | ▲+2.3% Added · +11K sh | Q1 2026 | |
| 11 | COMMONWEALTH EQUITY SERVICES, LLC | $1.6M | 233K | ▼−0.4% Reduced · −915 sh | Q1 2026 | |
| 12 | MORGAN STANLEY | $1.6M | 232K | ▼−2.7% Reduced · −6K sh | Q1 2026 | |
| 13 | PFG Investments, LLC | $1.5M | 210K | ▲+5.9% Added · +12K sh | Q1 2026 | |
| 14 | Baird Financial Group, Inc. | $1.2M | 179K | ▲+0.7% Added · +1K sh | Q1 2026 | |
| 15 | Cetera Investment Advisers | $1.1M | 162K | ▲+8.3% Added · +12K sh | Q1 2026 | |
| 16 | Kovack Advisors, Inc. | $1.0M | 149K | ▼−45% Reduced · −121K sh | Q1 2026 | |
| 17 | WINEBRENNER CAPITAL MANAGEMENT LLC | $1.0M | 143K | ▲+3.6% Added · +5K sh | Q2 2026 | |
| 18 | StoneX Group Inc. | $992K | 143K | ▼−22% Reduced · −40K sh | Q1 2026 | |
| 19 | JANE STREET GROUP, LLC | $839K | 121K | ▲+3.9% Added · +5K sh | Q1 2026 | |
| 20 | Mallini Complete Financial Planning LLC | $615K | 86K | ▲+8.5% Added · +7K sh | Q2 2026 | |
| 21 | Mirador Capital Partners LP | $567K | 79K | ▲New +79K sh | Q2 2026 | |
| 22 | Farther Finance Advisors, LLC | $545K | 78K | ▲New +78K sh | Q1 2026 | |
| 23 | Chicago Partners Investment Group LLC | $459K | 64K | ▲+3.7% Added · +2K sh | Q1 2026 | |
| 24 | CREATIVE FINANCIAL DESIGNS INC /ADV | $361K | 52K | ▲+6.1% Added · +3K sh | Q1 2026 | |
| 25 | Rockefeller Capital Management L.P. | $344K | 49K | ▼−3.3% Reduced · −2K 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.
| Company | Co-held by | Combined value |
|---|---|---|
| APPLE INCAAPL | 33 funds | $10.3B |
| MICROSOFT CORPMSFT | 33 funds | $7.9B |
| NVIDIA CORPNVDA | 32 funds | $10.3B |
| AMAZON.COM INCAMZN | 32 funds | $6.9B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 32 funds | $5.7B |
| ALPHABET INC-CL AGOOGL | 32 funds | $5.3B |
| JPMORGAN CHASE & COJPM | 32 funds | $4.0B |
| BROADCOM INCAVGO | 32 funds | $3.7B |
| META PLATFORMS INC-CLASS AMETA | 32 funds | $3.5B |
| ALPHABET INC-CL CGOOG | 32 funds | $3.3B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 32 funds | $3.2B |
| INVESCO QQQ TRUST SERIES 1QQQ | 32 funds | $3.1B |
Ranked by how many of CRF's institutional holders also hold each name, a cross-fund conviction signal.
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/CRF/capital-change-brief"
Use Arkolith's capital_change_brief for CRF. 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 CRF. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.