The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This stock page is the Follow view. The Build view lets your agent query CTA owners, fund changes, insider filings, and source links through REST or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/CTA"
Use Arkolith to show who owns CTA, which funds added or reduced it, and which SEC filings prove each claim.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $59.8M | 2.1M | ▼−27% Reduced · −787K sh | Q1 2026 | |
| 2 | Concurrent Investment Advisors, LLC | $44.3M | 1.5M | ▲New +1.5M sh | Q1 2026 | |
| 3 | ASSETMARK, INC | $15.9M | 526K | ▼−6.7% Reduced · −38K sh | Q1 2026 | |
| 4 | &PARTNERS | $14.8M | 489K | ▲+3.3% Added · +16K sh | Q1 2026 | |
| 5 | MML INVESTORS SERVICES, LLC | $13.2M | 435K | ▲+274% Added · +319K sh | Q1 2026 | |
| 6 | Orion Porfolio Solutions, LLC | $12.8M | 424K | ▼−19% Reduced · −100K sh | Q1 2026 | |
| 7 | NEW YORK LIFE INVESTMENT MANAGEMENT LLC | $12.2M | 405K | ▼−5.9% Reduced · −26K sh | Q1 2026 | |
| 8 | Compound Planning, Inc. | $11.2M | 372K | ▲+0.1% Added · +432 sh | Q1 2026 | |
| 9 | Beacon Capital Management, Inc. | $10.5M | 349K | ▲+87% Added · +162K sh | Q1 2026 | |
| 10 | Atria Investments, Inc | $6.9M | 227K | ▲+29% Added · +51K sh | Q1 2026 | |
| 11 | Kestra Advisory Services, LLC | $6.3M | 209K | ▲+51% Added · +70K sh | Q1 2026 | |
| 12 | CSS LLC/IL | $5.9M | 194K | ▲+0.2% Added · +364 sh | Q1 2026 | |
| 13 | CWM, LLC | $5.7M | 187K | ▼−94% Reduced · −2.8M sh | Q1 2026 | |
| 14 | MAI Capital Management | $5.5M | 183K | ▼−0.3% Reduced · −525 sh | Q1 2026 | |
| 15 | Clark Capital Management Group, Inc. | $5.2M | 173K | ▼−49% Reduced · −164K sh | Q1 2026 | |
| 16 | NorthCrest Asset Manangement, LLC | $4.9M | 160K | ▼−9.2% Reduced · −16K sh | Q1 2026 | |
| 17 | CreativeOne Wealth, LLC | $4.9M | 161K | ▲+58% Added · +59K sh | Q1 2026 | |
| 18 | MONEY CONCEPTS CAPITAL CORP | $4.6M | 153K | ▲New +153K sh | Q1 2026 | |
| 19 | Simplify Asset Management Inc. | $4.6M | 151K | ▲New +151K sh | Q1 2026 | |
| 20 | Private Advisor Group, LLC | $3.8M | 125K | ▼−1.8% Reduced · −2K sh | Q1 2026 | |
| 21 | Dynamic Advisor Solutions LLC | $3.6M | 118K | ▲+6.7% Added · +7K sh | Q1 2026 | |
| 22 | Sanctuary Advisors, LLC | $3.3M | 108K | ▲+12% Added · +12K sh | Q1 2026 | |
| 23 | Cambria Investment Management, L.P. | $2.9M | 97K | ▲+46% Added · +31K sh | Q1 2026 | |
| 24 | Stratos Investment Management, LLC | $2.9M | 95K | ▼−24% Reduced · −30K sh | Q1 2026 | |
| 25 | Steward Partners Investment Advisory, LLC | $2.8M | 93K | ▼−11% Reduced · −11K 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.
No Form 4 insider transactions on file yet.
| Class | 13F holders | Value held |
|---|---|---|
| CTAthis pagemc | 110 funds | $755.5M |
| MTBAcommon | 81 funds | $654.3M |
| HEQTHEDGED EQUITY | 49 funds | $147.9M |
| CDXHIGH YIELD PLUS | 46 funds | $203.1M |
| AGGHFUND | 44 funds | $219.9M |
| SVOLmc | 42 funds | $28.9M |
| BUCKTREASURY OPT INC | 39 funds | $132.7M |
| PINKmc | 35 funds | $99.4M |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
| Company | Co-held by | Combined value |
|---|---|---|
| ALPHABET INC-CL AGOOGL | 65 funds | $11.6B |
| BROADCOM INCAVGO | 65 funds | $8.8B |
| TESLA INCTSLA | 65 funds | $4.6B |
| JOHNSON & JOHNSONJNJ | 65 funds | $3.9B |
| MERCK & CO. INC.MRK | 65 funds | $2.2B |
| APPLE INCAAPL | 64 funds | $19.5B |
| MICROSOFT CORPMSFT | 64 funds | $16.3B |
| META PLATFORMS INC-CLASS AMETA | 64 funds | $7.5B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 64 funds | $4.7B |
| WALMART INCWMT | 64 funds | $3.9B |
| EXXON MOBIL CORPXOM | 64 funds | $3.7B |
| CHEVRON CORPCVX | 64 funds | $3.0B |
Ranked by how many of CTA's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).
No filings captured for this ticker in the live stream yet.
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. Every panel above is one call to the Arkolith API & MCP server.