Among active 13F managers last quarter, 5 opened and 1 added, while none reduced or exited; the largest holder to move was Mather Group, LLC. (new position).
17 tracked 13F filers disclose a position in CTAP as of the latest SEC 13F filings, a combined $121.8M 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 | CWM, LLC | 3.4M | $90.2M | ▲New +3.4M sh | Q1 2026 | |
| 2 | Mather Group, LLC. | 308K | $8.2M | ▲New +308K sh | Q1 2026 | |
| 3 | MML Investors Services, LLC | 275K | $7.3M | ▲New +275K sh | Q2 2026 | |
| 4 | Tactive Advisors, LLC | 109K | $2.9M | ▲New +109K sh | Q2 2026 | |
| 5 | Simplify Asset Management Inc. | 100K | $2.6M | —Held | Q2 2026 | |
| 6 | Kensington Asset Management, LLC | 100K | $2.6M | ▲New +100K sh | Q2 2026 | |
| 7 | Professional Financial Advisors, LLC | 88K | $2.3M | ▲+14% Added · +11K sh | Q2 2026 | |
| 8 | Commonwealth Equity Services, LLC | 74K | $2.0M | ▲New +74K sh | Q1 2026 | |
| 9 | Kestra Advisory Services, LLC | 64K | $1.7M | ▲New +64K sh | Q2 2026 | |
| 10 | Pekin Hardy Strauss, Inc. | 27K | $702K | ▲+24% Added · +5K sh | Q2 2026 | |
| 11 | Triton Wealth Management, PLLC | 18K | $482K | ▼−2.0% Reduced · −367 sh | Q2 2026 | |
| 12 | Magnolia Private Wealth, LLC | 17K | $447K | ▲+8.6% Added · +1K sh | Q2 2026 | |
| 13 | Chicago Partners Investment Group LLC | 7K | $204K | ▲New +7K sh | Q2 2026 | |
| 14 | Caitlin John, LLC | 337 | $9K | ▲New +337 sh | Q2 2026 | |
| 15 | AE Wealth Management LLC | 155 | $4K | ▲New +155 sh | Q1 2026 | |
| 16 | Deane Retirement Strategies, Inc. | 149 | $4K | —Held | Q2 2026 | |
| 17 | JPMorgan Chase & Co | 145 | $4K | ▲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, 5 funds opened a new position in CTAP and 1 added to an existing one, while none reduced or exited. 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 |
|---|---|---|
| Johnson & JohnsonJNJ | 7 funds | $43.2M |
| Caterpillar IncCAT | 7 funds | $22.0M |
| Adobe IncADBE | 7 funds | $10.7M |
| American Express CoAXP | 7 funds | $8.4M |
| Ishares Core S&P 500 ETFIVV | 6 funds | $885.3M |
| Vanguard S&P 500 ETFVOO | 6 funds | $673.5M |
| Berkshire Hathaway Inc-CL BBRK/B | 6 funds | $113.7M |
| Microsoft CorpMSFT | 6 funds | $102.7M |
| Amazon.com IncAMZN | 6 funds | $77.9M |
| Alphabet Inc-CL AGOOGL | 6 funds | $76.4M |
| Eli Lilly & CoLLY | 6 funds | $51.2M |
| Broadcom IncAVGO | 6 funds | $50.2M |
Ranked by how many of CTAP's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in CTAP.
| Class | 13F holders | Value held |
|---|---|---|
| CTAmc | 226 funds | $1.0B |
| MTBAcommon | 142 funds | $959.8M |
| 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 | 74 funds | $458.9M |
| SVOLmc | 73 funds | $61.3M |
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 CTAP
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.