Among active 13F managers last quarter, 4 opened and 39 added, while 7 reduced; the largest holder to move was Boothe Investment Group, Inc. (+0.2%). No recent Form 4 insider filings for CTA.
Funds lean in and no leg opposes.
227 tracked 13F filers disclose a position in CTA as of the latest SEC 13F filings, a combined $993.6M 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 | Bank Of America Corp | 4.5M | $135.0M | ▲+337% Added · +3.4M sh | Q1 2026 | |
| 2 | Wealth Enhancement Advisory Services, LLC | 3.1M | $75.4M | ▲+47% Added · +993K sh | Q2 2026 | |
| 3 | Boothe Investment Group, Inc. | 1.7M | $45.2M | ▲+0.2% Added · +3K sh | Q2 2026 | |
| 4 | Citigroup Inc | 1.3M | $40.7M | ▲19× Added · +1.3M sh | Q1 2026 | |
| 5 | Envestnet Asset Management Inc | 1.3M | $38.5M | ▲+153% Added · +772K sh | Q1 2026 | |
| 6 | LPL Financial LLC | 1.1M | $31.8M | ▼−1.7% Reduced · −19K sh | Q1 2026 | |
| 7 | Independence Wealth Advisors, LLC | 974K | $25.3M | ▲+2.3% Added · +22K sh | Q2 2026 | |
| 8 | AE Wealth Management LLC | 939K | $28.4M | ▼−4.0% Reduced · −39K sh | Q1 2026 | |
| 9 | IAG Wealth Partners, LLC | 821K | $21.3M | ▲+3.3% Added · +26K sh | Q2 2026 | |
| 10 | UBS Group AG | 810K | $24.5M | ▲216× Added · +806K sh | Q1 2026 | |
| 11 | HighTower Advisors, LLC | 684K | $20.7M | ▲+29% Added · +155K sh | Q1 2026 | |
| 12 | Allie Family Office LLC | 672K | Withheld | ▲100× Added · +665K sh | Q2 2026 | |
| 13 | AssetMark, Inc | 621K | $16.1M | ▲+18% Added · +95K sh | Q2 2026 | |
| 14 | Deane Retirement Strategies, Inc. | 598K | $15.5M | ▲+50% Added · +198K sh | Q2 2026 | |
| 15 | Abbington Investment Group | 537K | $13.9M | ▲+4.8% Added · +25K sh | Q2 2026 | |
| 16 | Beacon Capital Management, Inc. | 529K | $13.7M | ▲+51% Added · +180K sh | Q2 2026 | |
| 17 | Pasadena Private Wealth, LLC | 513K | $13.3M | ▼−2.1% Reduced · −11K sh | Q2 2026 | |
| 18 | Altiora Financial Group, LLC | 503K | $13.1M | ▼−20% Reduced · −127K sh | Q2 2026 | |
| 19 | Fielder Capital Group LLC | 487K | $12.6M | ▲+4.0% Added · +19K sh | Q2 2026 | |
| 20 | Compound Planning, Inc. | 463K | $12.0M | ▲+25% Added · +92K sh | Q2 2026 | |
| 21 | &Partners | 447K | $11.5M | ▼−8.4% Reduced · −41K sh | Q2 2026 | |
| 22 | New York Life Investment Management LLC | 434K | $11.3M | ▲+7.3% Added · +30K sh | Q2 2026 | |
| 23 | Peak Financial Advisors LLC | 428K | $11.1M | ▼−0.6% Reduced · −3K sh | Q2 2026 | |
| 24 | OmniStar Financial Group, Inc. | 424K | $11.0M | ▲+7.5% Added · +30K sh | Q2 2026 | |
| 25 | Orion Porfolio Solutions, LLC | 418K | $10.9M | ▼−1.3% Reduced · −6K sh | 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. 2 value rows are withheld because the reported units disagree with same-security peers; share counts are unchanged.
Last quarter, 4 funds opened a new position in CTA and 39 added to an existing one, while 7 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 |
|---|---|---|
| Microsoft CorpMSFT | 131 funds | $9.1B |
| Nvidia CorpNVDA | 129 funds | $13.8B |
| Apple IncAAPL | 127 funds | $11.6B |
| Amazon.com IncAMZN | 126 funds | $6.3B |
| Alphabet Inc-CL AGOOGL | 125 funds | $5.7B |
| Broadcom IncAVGO | 125 funds | $5.3B |
| Johnson & JohnsonJNJ | 125 funds | $2.3B |
| JPMorgan Chase & CoJPM | 123 funds | $2.6B |
| SS SPDR S&P 500 ETF Trust-USSPY | 122 funds | $4.5B |
| Berkshire Hathaway Inc-CL BBRK/B | 122 funds | $2.4B |
| Alphabet Inc-CL CGOOG | 121 funds | $4.2B |
| Meta Platforms Inc-Class AMETA | 121 funds | $3.4B |
Ranked by how many of CTA's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in CTA.
No open-market insider transactions on file yet. Grants, gifts, and exercises live on the full insider page.
Where institutional funds (13F), corporate insiders (Form 4) and US House members (STOCK Act) are buying or selling the same name in the same window. Green is buying, red is selling.
Insiders and Congress: last 180 days. Funds: latest 13F, top 100 holders incl. passive
| Source | Buying | Selling | Net |
|---|---|---|---|
13F funds Top 100 holders by value, passive included; the hero counts active managers only | 66 | 27 | – |
Insiders Form 4 open-market | 0 | 0 | $0 |
US House STOCK Act trades | 0 | 0 | $0 |
Capital Rotation reports where institutional capital disclosed rotating, as of the latest public SEC 13F filings. It is data, not investment advice, a recommendation, or a prediction. Filings lag about 45 days and cover long US equity positions only. Past disclosed flows do not indicate future prices. Do your own research; consult a licensed advisor.
| Class | 13F holders | Value held |
|---|---|---|
| CTAthis pagemc | 227 funds | $1.0B |
| MTBAcommon | 143 funds | $962.3M |
| BUCKTREASURY OPT INC | 89 funds | $224.9M |
| AGGHUIT EXCHANGE TRADED | 83 funds | $350.8M |
| CDXMF Closed and MF Open | 82 funds | $273.5M |
| HEQTMF Closed and MF Open | 81 funds | $201.9M |
| TUASHORT TERM TREA | 75 funds | $459.3M |
| SVOLmc | 74 funds | $61.4M |
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 CTA
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/CTA/capital-change-brief"
Use Arkolith's capital_change_brief for CTA. 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 CTA. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.