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Who owns CATFWhat CATF owns — n/a

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Institutional ownership of CATF from SEC Form 13F filings across 15 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.

15

13F holders

$59.3M

value, 2026 filers

70.9%

of shares outstanding (1.2M sh)

7

new positions (2026 filers)

Top institutional holders

ordered by shares owned · positions as of 2026-06-30· % of fund = share of the manager's own book · % of co. = share of CATF's shares outstanding

#ManagerSharesValue% of fund% of co.Δ shares QoQ
1Composition Wealth, LLC413,265$20.8M0.2%24.5%+0.3%
2AMERICAN CENTURY COMPANIES INC366,900$18.4M0.0%21.8%0.0%
3San Luis Wealth Advisors LLC194,210$9.8M1.5%11.5%+41.3%
4JANE STREET GROUP, LLC83,281$4.2M0.0%4.9%+309.9%
5LPL Financial LLC54,697$2.7M0.0%3.2%+78.3%
6Cooper Capital Advisors LLC32,079$1.6M0.7%1.9%+25.0%
7Cambridge Investment Research Advisors, Inc.NEW14,688$7380.0%0.9%new
8Mutual Advisors, LLCNEW12,461$626,4370.0%0.7%new
9Almanack Investment Partners, LLC.NEW6,299$316,6510.0%0.4%new
10ENVESTNET ASSET MANAGEMENT INC5,726$287,8460.0%0.3%+39.6%
11MML INVESTORS SERVICES, LLCNEW5,415$272,2120.0%0.3%new
12Mariner, LLC5,065$254,6390.0%0.3%-61.7%
13NORTHWESTERN MUTUAL WEALTH MANAGEMENT CONEW504$25,3360.0%0%new
14OSAIC HOLDINGS, INC.NEW64$3,2170.0%0%new
15UBS Group AGNEW55$2,7650.0%0%new

Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.

EvidInvest is an independent research and information tool. Figures are calculated from public SEC filings and third-party market data and are provided for informational and educational purposes only. EvidInvest does not provide investment advice, brokerage, or financial services, and is not affiliated with any company it covers. Verify all figures against primary sources before making any decision.