9 tracked 13F filers disclose a position in CTAP as of the latest SEC 13F filings, a combined $108.3M 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 | CWM, LLC | $90.2M | 3.4M | ▲New +3.4M sh | Q1 2026 | |
| 2 | MATHER GROUP, LLC. | $8.2M | 308K | ▲New +308K sh | Q1 2026 | |
| 3 | Tactive Advisors, LLC | $2.9M | 109K | ▲New +109K sh | Q2 2026 | |
| 4 | Simplify Asset Management Inc. | $2.6M | 100K | —Held | Q2 2026 | |
| 5 | Professional Financial Advisors, LLC | $2.3M | 88K | ▲+14% Added · +11K sh | Q2 2026 | |
| 6 | COMMONWEALTH EQUITY SERVICES, LLC | $2.0M | 74K | ▲New +74K sh | Q1 2026 | |
| 7 | AE Wealth Management LLC | $4K | 155 | ▲New +155 sh | Q1 2026 | |
| 8 | Deane Retirement Strategies, Inc. | $4K | 149 | —Held | Q2 2026 | |
| 9 | JPMORGAN CHASE & CO | $4K | 145 | ▲New +145 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, 2 funds opened a new position in CTAP, while 0 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 |
|---|---|---|
| ISHARES CORE S&P 500 ETFIVV | 6 funds | $18.7B |
| TESLA INCTSLA | 6 funds | $17.0B |
| MASTERCARD INC - AMA | 6 funds | $16.4B |
| JOHNSON & JOHNSONJNJ | 6 funds | $15.9B |
| WALMART INCWMT | 6 funds | $15.7B |
| EXXON MOBIL CORPXOM | 6 funds | $15.4B |
| ELI LILLY & COLLY | 6 funds | $12.6B |
| ABBVIE INCABBV | 6 funds | $12.5B |
| PHILIP MORRIS INTERNATIONALPM | 6 funds | $8.7B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 6 funds | $8.6B |
| LAM RESEARCH CORPLRCX | 6 funds | $6.7B |
| 3M COMMM | 6 funds | $6.7B |
Ranked by how many of CTAP's institutional holders also hold each name, a cross-fund conviction signal.
No filings captured for this ticker in the live stream yet.
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/CTAP/capital-change-brief"
Use Arkolith's capital_change_brief for CTAP. 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 CTAP. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.