Who owns CAAA
Which tracked institutional funds hold CAAA, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See CAAA company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-14). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
4 tracked funds added or opened CAAA while 2 trimmed or exited it between 2026-Q1 and 2026-Q2 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
CAAA’s largest tracked holder by dollar value, STAR Financial Bank, sizes it at 5.2% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 5.2pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in CAAA divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, across 21 tracked filers holding CAAA, 12 increased or opened the position and 6 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in CAAA between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
Largest adds
- COMMONWEALTH EQUITY SERVICES, LLC$3M
- STAR Financial Bank$2M
- Platform Technology Partners$2M
- Farther Finance Advisors, LLC$280K
Largest trims
- GOLDMAN SACHS GROUP INC$862K
- Kestra Advisory Services, LLC$635K
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| STAR Financial Bank added | 626,482 | $13M | 36.7% | 2026-Q2 |
| Prospera Financial Services Inc added | 295,916 | $6M | 17.3% | 2026-Q2 |
| Platform Technology Partners added | 169,633 | $3M | 9.9% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 137,011 | $3M | 8.0% | 2026-Q2 |
| Farther Finance Advisors, LLC added | 77,040 | $2M | 4.5% | 2026-Q2 |
| FIRST TRUST ADVISORS LP | 67,790 | $1M | 4.0% | 2026-Q2 |
| Kestra Advisory Services, LLC trimmed | 54,601 | $1M | 3.2% | 2026-Q2 |
| INSPIRION WEALTH ADVISORS, LLC trimmed | 29,959 | $609K | 1.8% | 2026-Q2 |
| Fearless Solutions, LLC dba Best Invest added | 29,212 | $593K | 1.7% | 2026-Q2 |
| Belpointe Asset Management LLC trimmed | 24,765 | $503K | 1.5% | 2026-Q2 |
| JANE STREET GROUP, LLC added | 14,884 | $302K | 0.9% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC trimmed | 13,289 | $270K | 0.8% | 2026-Q2 |
| United Advisor Group, LLC added | 12,480 | $253K | 0.7% | 2026-Q2 |
| Ashton Thomas Private Wealth, LLC added | 11,042 | $224K | 0.6% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 6,122 | $124K | 0.4% | 2026-Q2 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC trimmed | 3,750 | $76K | 0.2% | 2026-Q2 |
| Financial Network Wealth Advisors LLC trimmed | 3,312 | $67K | 0.2% | 2026-Q2 |
| Geneos Wealth Management Inc. | 3,000 | $61K | 0.2% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. | 968 | $20K | 0.1% | 2026-Q2 |
| UBS Group AG added | 215 | $4K | 0.0% | 2026-Q2 |
| Rossby Financial, LCC | 49 | $995 | 0.0% | 2026-Q2 |
| FLOW TRADERS U.S. LLC trimmed | 23,056 | $468K | 1.4% | 2026-Q1 stale (1 quarter behind) |
| Integrated Advisors Network LLC trimmed | 67,470 | $1M | 4.0% | 2025-Q4 stale (2 quarters behind) |
| Bank of Jackson Hole Trust | 244 | $5K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| CITADEL ADVISORS LLC new | 15,249 | $313K | 0.9% | 2025-Q3 stale (3 quarters behind) |
| AVANTAX ADVISORY SERVICES, INC. trimmed | 17,213 | $353K | 1.0% | 2025-Q2 stale (4 quarters behind) |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 0.0% | 2025-Q2 stale (4 quarters behind) |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.