185 tracked 13F filers disclose a position in CTA as of the latest SEC 13F filings, a combined $864.9M 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 | BANK OF AMERICA CORP /DE/ | $135.0M | 4.5M | ▲+337% Added · +3.4M sh | Q1 2026 | |
| 2 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $75.4M | 3.1M | ▲+47% Added · +993K sh | Q2 2026 | |
| 3 | Boothe Investment Group, Inc. | $45.2M | 1.7M | ▲+0.2% Added · +3K sh | Q2 2026 | |
| 4 | CITIGROUP INC | $40.7M | 1.3M | ▲19× Added · +1.3M sh | Q1 2026 | |
| 5 | ENVESTNET ASSET MANAGEMENT INC | $38.5M | 1.3M | ▲+153% Added · +772K sh | Q1 2026 | |
| 6 | LPL Financial LLC | $31.8M | 1.1M | ▼−1.7% Reduced · −19K sh | Q1 2026 | |
| 7 | AE Wealth Management LLC | $28.4M | 939K | ▼−4.0% Reduced · −39K sh | Q1 2026 | |
| 8 | UBS Group AG | $24.5M | 810K | ▲216× Added · +806K sh | Q1 2026 | |
| 9 | HighTower Advisors, LLC | $20.7M | 684K | ▲+29% Added · +155K sh | Q1 2026 | |
| 10 | ASSETMARK, INC | $16.1M | 621K | ▲+18% Added · +95K sh | Q2 2026 | |
| 11 | Deane Retirement Strategies, Inc. | $15.5M | 598K | ▲+50% Added · +198K sh | Q2 2026 | |
| 12 | ABBINGTON INVESTMENT GROUP | $13.9M | 537K | ▲+4.8% Added · +25K sh | Q2 2026 | |
| 13 | &PARTNERS | $14.8M | 489K | ▲+3.3% Added · +16K sh | Q1 2026 | |
| 14 | Compound Planning, Inc. | $12.0M | 463K | ▲+25% Added · +92K sh | Q2 2026 | |
| 15 | MML INVESTORS SERVICES, LLC | $13.2M | 435K | ▲+274% Added · +319K sh | Q1 2026 | |
| 16 | PEAK FINANCIAL ADVISORS LLC | $11.1M | 428K | ▼−0.6% Reduced · −3K sh | Q2 2026 | |
| 17 | OmniStar Financial Group, Inc. | $11.0M | 424K | ▲+7.5% Added · +30K sh | Q2 2026 | |
| 18 | Orion Porfolio Solutions, LLC | $12.8M | 424K | ▼−19% Reduced · −100K sh | Q1 2026 | |
| 19 | NEW YORK LIFE INVESTMENT MANAGEMENT LLC | $12.2M | 405K | ▼−5.9% Reduced · −26K sh | Q1 2026 | |
| 20 | Waterloo Capital, L.P. | $10.0M | 387K | ▲+200% Added · +258K sh | Q2 2026 | |
| 21 | TRUIST FINANCIAL CORP | $11.5M | 382K | ▲+3.0% Added · +11K sh | Q1 2026 | |
| 22 | RAYMOND JAMES FINANCIAL INC | $11.3M | 373K | ▲+11% Added · +38K sh | Q1 2026 | |
| 23 | THEORY FINANCIAL LLC | $9.4M | 361K | ▲+6.8% Added · +23K sh | Q2 2026 | |
| 24 | Elevated Capital Advisors, LLC | $9.4M | 361K | ▲+7.8% Added · +26K sh | Q2 2026 | |
| 25 | Beacon Capital Management, Inc. | $10.5M | 349K | ▲+87% Added · +162K 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, 6 funds opened a new position in CTA and 37 added to an existing one, while 10 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 | 102 funds | $9.4B |
| APPLE INCAAPL | 101 funds | $11.5B |
| NVIDIA CORPNVDA | 100 funds | $15.5B |
| AMAZON.COM INCAMZN | 99 funds | $7.1B |
| BROADCOM INCAVGO | 99 funds | $5.6B |
| ALPHABET INC-CL AGOOGL | 98 funds | $5.6B |
| JOHNSON & JOHNSONJNJ | 98 funds | $2.5B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 97 funds | $2.7B |
| META PLATFORMS INC-CLASS AMETA | 96 funds | $4.2B |
| JPMORGAN CHASE & COJPM | 96 funds | $3.0B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 95 funds | $3.8B |
| ISHARES CORE S&P 500 ETFIVV | 94 funds | $8.2B |
Ranked by how many of CTA's institutional holders also hold each name, a cross-fund conviction signal.
No open-market insider transactions on file yet. Grants, gifts, and exercises live on the full insider page.
| Class | 13F holders | Value held |
|---|---|---|
| CTAthis pagemc | 185 funds | $866.0M |
| MTBAcommon | 123 funds | $869.0M |
| AGGHUIT EXCHANGE TRADED | 75 funds | $336.9M |
| CDXHIGH YIELD PLUS | 74 funds | $266.4M |
| BUCKTREASURY OPT INC | 71 funds | $200.5M |
| HEQTMF Closed and MF Open | 68 funds | $189.9M |
| TUASHORT TERM TREA | 60 funds | $396.9M |
| SVOLmc | 59 funds | $54.0M |
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.