Who owns CAOS
Which tracked institutional funds hold CAOS, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See CAOS company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-18). 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
The tracked-fund tape on CAOS is one-sided between 2026-Q1 and 2026-Q2: 27 added or opened and 9 trimmed or exited — on balance accumulating.
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
CAOS’s largest tracked holder by dollar value, WEALTHCARE CAPITAL MANAGEMENT LLC, sizes it at 8.9% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 8.9pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in CAOS 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 63 tracked filers holding CAOS, 44 increased or opened the position and 23 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 CAOS 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 13
- Stokes Family Office, LLC$9M
- Archford Capital Strategies, LLC$6M
- Vise Technologies, Inc.$6M
- Encompass More Asset Management$4M
- MATHER GROUP, LLC.$2M
- PMV Capital Advisers, LLC$2M
Full exits 4
- HighTower Advisors, LLC$20M
- CENTAURUS FINANCIAL, INC.$2M
- Capstone Financial Advisors, Inc.$1M
- Private Advisor Group, LLC$795K
Largest adds
- Wealthcare Advisory Partners LLC$2M
- CULTIVAR CAPITAL, INC.$2M
- WEALTHCARE CAPITAL MANAGEMENT LLC$1M
- SEEDS INVESTOR LLC$1M
- Latitude Advisors, LLC$1M
- JPL Wealth Management, LLC$942K
Largest trims
- CONTINUUM WEALTH ADVISORS, LLC$10M
- Empirical Finance, LLC$4M
- Insight Advisors, LLC/ PA$4M
- BlackDiamond Wealth Management, LLC$886K
- Roan Capital Partners$465K
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 |
|---|---|---|---|---|
| WEALTHCARE CAPITAL MANAGEMENT LLC added | 1,041,170 | $94M | 19.8% | 2026-Q2 |
| Insight Advisors, LLC/ PA trimmed | 856,929 | $77M | 16.3% | 2026-Q2 |
| Empowered Funds, LLC | 597,146 | $54M | 11.4% | 2026-Q2 |
| CONTINUUM WEALTH ADVISORS, LLC trimmed | 460,188 | $42M | 8.7% | 2026-Q2 |
| CULTIVAR CAPITAL, INC. added | 222,347 | $20M | 4.2% | 2026-Q2 |
| Wealthcare Advisory Partners LLC added | 207,580 | $19M | 3.9% | 2026-Q2 |
| JPL Wealth Management, LLC added | 142,052 | $13M | 2.7% | 2026-Q2 |
| HILL ISLAND FINANCIAL LLC added | 141,558 | $13M | 2.7% | 2026-Q2 |
| Empirical Finance, LLC trimmed | 138,121 | $12M | 2.6% | 2026-Q2 |
| Stokes Family Office, LLC new | 95,334 | $9M | 1.8% | 2026-Q2 |
| Strata Wealth Advisors, LLC added | 94,341 | $9M | 1.8% | 2026-Q2 |
| Kathmere Capital Management, LLC | 90,812 | $8M | 1.7% | 2026-Q2 |
| Maridea Wealth Management LLC added | 90,540 | $8M | 1.7% | 2026-Q2 |
| L.K. Benson & Company, P.C. added | 85,138 | $8M | 1.6% | 2026-Q2 |
| Archford Capital Strategies, LLC new | 68,689 | $6M | 1.3% | 2026-Q2 |
| Vise Technologies, Inc. new | 63,274 | $6M | 1.2% | 2026-Q2 |
| SEEDS INVESTOR LLC added | 47,198 | $4M | 0.9% | 2026-Q2 |
| Bravias Capital Group, LLC added | 41,627 | $4M | 0.8% | 2026-Q2 |
| Encompass More Asset Management new | 39,820 | $4M | 0.8% | 2026-Q2 |
| CLG LLC trimmed | 30,201 | $3M | 0.6% | 2026-Q2 |
| World Investment Advisors | 26,931 | $2M | 0.5% | 2026-Q2 |
| LPL Financial LLC added | 26,283 | $2M | 0.5% | 2026-Q2 |
| MATHER GROUP, LLC. new | 23,454 | $2M | 0.4% | 2026-Q2 |
| Sankala Group LLC trimmed | 23,122 | $2M | 0.4% | 2026-Q2 |
| PMV Capital Advisers, LLC new | 20,109 | $2M | 0.4% | 2026-Q2 |
| Latitude Advisors, LLC added | 17,130 | $2M | 0.3% | 2026-Q2 |
| ENTREWEALTH, LLC added | 16,739 | $2M | 0.3% | 2026-Q2 |
| Valley Financial Group, Inc. trimmed | 14,849 | $1M | 0.3% | 2026-Q2 |
| CITADEL ADVISORS LLC new | 14,325 | $1M | 0.3% | 2026-Q2 |
| IHT Wealth Management, LLC trimmed | 12,575 | $1M | 0.2% | 2026-Q2 |
| Roan Capital Partners trimmed | 11,948 | $1M | 0.2% | 2026-Q2 |
| Austin Wealth Management, LLC added | 10,213 | $926K | 0.2% | 2026-Q2 |
| WealthCollab, LLC added | 10,029 | $906K | 0.2% | 2026-Q2 |
| Federation des caisses Desjardins du Quebec added | 9,230 | $834K | 0.2% | 2026-Q2 |
| Dynamic Advisor Solutions LLC added | 8,967 | $810K | 0.2% | 2026-Q2 |
| Wealthcare Capital Partners, LLC added | 8,520 | $770K | 0.2% | 2026-Q2 |
| Arkadios Wealth Advisors new | 8,504 | $768K | 0.2% | 2026-Q2 |
| MGO ONE SEVEN LLC trimmed | 8,440 | $763K | 0.2% | 2026-Q2 |
| XY Planning Network, Inc. added | 8,045 | $727K | 0.2% | 2026-Q2 |
| NewEdge Advisors, LLC added | 8,042 | $727K | 0.2% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC trimmed | 8,028 | $725K | 0.2% | 2026-Q2 |
| Well Done, LLC new | 8,018 | $725K | 0.2% | 2026-Q2 |
| Farther Finance Advisors, LLC new | 7,969 | $720K | 0.2% | 2026-Q2 |
| Foundry Financial LLC added | 6,978 | $631K | 0.1% | 2026-Q2 |
| Orcam Financial Group added | 6,775 | $612K | 0.1% | 2026-Q2 |
| McCartney Wealth Management LLC trimmed | 6,165 | $557K | 0.1% | 2026-Q2 |
| Composition Wealth, LLC new | 5,899 | $533K | 0.1% | 2026-Q2 |
| PNC Financial Services Group, Inc. | 5,185 | $469K | 0.1% | 2026-Q2 |
| Caerus Investment Advisors, LLC | 3,888 | $351K | 0.1% | 2026-Q2 |
| Krilogy Financial LLC new | 3,777 | $341K | 0.1% | 2026-Q2 |
| North Berkeley Wealth Management, LLC | 3,414 | $308K | 0.1% | 2026-Q2 |
| Advyzon Investment Management, LLC new | 3,321 | $300K | 0.1% | 2026-Q2 |
| Ausdal Financial Partners, Inc. new | 3,314 | $299K | 0.1% | 2026-Q2 |
| BENJAMIN EDWARDS INC added | 3,278 | $296K | 0.1% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 2,731 | $247K | 0.1% | 2026-Q2 |
| Jessup Wealth Management, Inc | 2,661 | $240K | 0.1% | 2026-Q2 |
| Foundations Investment Advisors, LLC new | 2,574 | $233K | 0.0% | 2026-Q2 |
| BlackDiamond Wealth Management, LLC trimmed | 2,245 | $203K | 0.0% | 2026-Q2 |
| Global Retirement Partners, LLC new | 973 | $88K | 0.0% | 2026-Q2 |
| Ancora Advisors LLC added | 905 | $82K | 0.0% | 2026-Q2 |
| Rossby Financial, LCC new | 586 | $53K | 0.0% | 2026-Q2 |
| Luminist Capital LLC added | 146 | $13K | 0.0% | 2026-Q2 |
| AE Wealth Management LLC new | 7 | $633 | 0.0% | 2026-Q2 |
| HighTower Advisors, LLC trimmed | 221,501 | $20M | 4.2% | 2026-Q1 stale (1 quarter behind) |
| CENTAURUS FINANCIAL, INC. added | 17,283 | $2M | 0.3% | 2026-Q1 stale (1 quarter behind) |
| Capstone Financial Advisors, Inc. added | 11,093 | $1M | 0.2% | 2026-Q1 stale (1 quarter behind) |
| Private Advisor Group, LLC added | 8,762 | $795K | 0.2% | 2026-Q1 stale (1 quarter behind) |
| Quantinno Capital Management LP added | 4,374 | $397K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| Ethos Financial Group, LLC trimmed | 3,936 | $357K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC new | 2,554 | $232K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Betterment LLC new | 2,387 | $217K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| JANE STREET GROUP, LLC trimmed | 2,281 | $207K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| FSA WEALTH PARTNERS, INC. new | 90 | $8K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Ashton Thomas Private Wealth, LLC new | 20 | $2K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Atria Investments, Inc new | 22,433 | $2M | 0.4% | 2025-Q4 stale (2 quarters behind) |
| Rockwood Wealth Management, LLC new | 4,156 | $373K | 0.1% | 2025-Q4 stale (2 quarters behind) |
| MORGAN STANLEY trimmed | 3,730 | $335K | 0.1% | 2025-Q4 stale (2 quarters behind) |
| Redwood Family Wealth LLC new | 2,307 | $207K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 21,534 | $2M | 0.4% | 2025-Q2 stale (4 quarters behind) |
| Stephens Consulting, LLC new | 976 | $87K | 0.0% | 2025-Q2 stale (4 quarters behind) |
| PRINCIPAL SECURITIES, INC. new | 231 | $21K | 0.0% | 2025-Q2 stale (4 quarters behind) |
| Royal Bank of Canada new | 98 | $9K | 0.0% | 2025-Q2 stale (4 quarters behind) |
| UBS Group AG trimmed | 31 | $3K | 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.