Who owns CAML
Which tracked institutional funds hold CAML, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See CAML 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
3 tracked funds added or opened CAML while 4 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
CAML’s largest tracked holder by dollar value, HANTZ FINANCIAL SERVICES, INC., sizes it at 4.9% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 4.9pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in CAML 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 10 tracked filers holding CAML, 5 increased or opened the position and 11 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 CAML 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.
New buyers 1
- Nuveen, LLC$9M
Full exits 4
- HANTZ FINANCIAL SERVICES, INC.$320M
- Brooklyn Investment Group$7M
- HighTower Advisors, LLC$747K
- CITADEL ADVISORS LLC$657K
Largest adds
- OSAIC HOLDINGS, INC.$611K
- CONGRESS ASSET MANAGEMENT CO$305K
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 |
|---|---|---|---|---|
| Nuveen, LLC new | 223,284 | $9M | 2.5% | 2026-Q2 |
| OSAIC HOLDINGS, INC. trimmed | 158,629 | $6M | 1.8% | 2026-Q2 |
| CONGRESS ASSET MANAGEMENT CO trimmed | 66,771 | $3M | 0.8% | 2026-Q2 |
| Advyzon Investment Management, LLC added | 20,360 | $815K | 0.2% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC | 20,020 | $801K | 0.2% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 8,932 | $357K | 0.1% | 2026-Q2 |
| UBS Group AG added | 3,602 | $144K | 0.0% | 2026-Q2 |
| JPMORGAN CHASE & CO trimmed | 3,645 | $144K | 0.0% | 2026-Q2 |
| MORGAN STANLEY trimmed | 1,154 | $46K | 0.0% | 2026-Q2 |
| Blue Trust, Inc. new | 297 | $12K | 0.0% | 2026-Q2 |
| HANTZ FINANCIAL SERVICES, INC. added | 9,109,002 | $320M | 90.0% | 2026-Q1 stale (1 quarter behind) |
| Brooklyn Investment Group added | 211,246 | $7M | 2.1% | 2026-Q1 stale (1 quarter behind) |
| HighTower Advisors, LLC added | 21,227 | $747K | 0.2% | 2026-Q1 stale (1 quarter behind) |
| CITADEL ADVISORS LLC added | 18,669 | $657K | 0.2% | 2026-Q1 stale (1 quarter behind) |
| FLOW TRADERS U.S. LLC new | 10,201 | $359K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| JANE STREET GROUP, LLC trimmed | 6,752 | $238K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC new | 364 | $13K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| AE Wealth Management LLC new | 284 | $11K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| CWM, LLC new | 309 | $12K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| CW Advisors, LLC added | 155,305 | $6M | 1.6% | 2025-Q2 stale (4 quarters behind) |
| RAYMOND JAMES FINANCIAL INC new | 1,197 | $44K | 0.0% | 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.