86 tracked 13F filers disclose a position in CMBS as of the latest SEC 13F filings, a combined $327.7M 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 | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | UBS Group AG | $80.7M | 1.7M | ▲+206% Added · +1.1M sh | Q1 2026 | |
| 2 | SYON CAPITAL LLC | $25.7M | 528K | ▼−17% Reduced · −106K sh | Q1 2026 | |
| 3 | AE Wealth Management LLC | $25.5M | 524K | ▲+6.7% Added · +33K sh | Q1 2026 | |
| 4 | LPL Financial LLC | $25.4M | 521K | ▲+25% Added · +103K sh | Q1 2026 | |
| 5 | PRUDENTIAL PLC | $20.8M | 427K | ▲+138% Added · +248K sh | Q2 2026 | |
| 6 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $15.0M | 308K | ▲+359% Added · +241K sh | Q1 2026 | |
| 7 | HANCOCK WHITNEY CORP | $14.1M | 288K | ▲+7.0% Added · +19K sh | Q1 2026 | |
| 8 | Prepared Retirement Institute LLC | $12.7M | 262K | ▲+2.0% Added · +5K sh | Q2 2026 | |
| 9 | MORGAN STANLEY | $12.0M | 247K | ▼−20% Reduced · −60K sh | Q1 2026 | |
| 10 | WELLS FARGO & COMPANY/MN | $9.2M | 188K | ▲+2.7% Added · +5K sh | Q1 2026 | |
| 11 | OSAIC HOLDINGS, INC. | $8.4M | 173K | ▼−0.2% Reduced · −305 sh | Q1 2026 | |
| 12 | BANK OF AMERICA CORP /DE/ | $7.9M | 161K | ▼−45% Reduced · −133K sh | Q1 2026 | |
| 13 | Cetera Investment Advisers | $7.5M | 153K | ▲+16% Added · +21K sh | Q1 2026 | |
| 14 | RAYMOND JAMES FINANCIAL INC | $5.5M | 113K | ▲+5.1% Added · +5K sh | Q1 2026 | |
| 15 | SCHMIDT P J INVESTMENT MANAGEMENT INC | $4.8M | 99K | ▲+3.3% Added · +3K sh | Q2 2026 | |
| 16 | AMERIPRISE FINANCIAL INC | $4.6M | 94K | ▼−3.7% Reduced · −4K sh | Q1 2026 | |
| 17 | Krilogy Financial LLC | $3.5M | 72K | ▼−46% Reduced · −61K sh | Q1 2026 | |
| 18 | Ocean Park Asset Management, LLC | $3.1M | 63K | —Held | Q1 2026 | |
| 19 | Pathstone Holdings, LLC | $3.0M | 62K | ▼−0.5% Reduced · −297 sh | Q1 2026 | |
| 20 | GOLDMAN SACHS GROUP INC | $3.0M | 62K | ▲New +62K sh | Q1 2026 | |
| 21 | Insight Wealth Partners, LLC | $2.6M | 53K | ▼−26% Reduced · −18K sh | Q2 2026 | |
| 22 | FRANKLIN TEMPLETON INC | $2.5M | 52K | ▲+8.1% Added · +4K sh | Q1 2026 | |
| 23 | ENVESTNET ASSET MANAGEMENT INC | $2.3M | 48K | ▼−28% Reduced · −19K sh | Q1 2026 | |
| 24 | TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | $2.1M | 44K | ▼−29% Reduced · −18K sh | Q2 2026 | |
| 25 | JONES FINANCIAL COMPANIES LLLP | $1.9M | 40K | ▲+11% Added · +4K 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, 4 funds opened a new position in CMBS and 12 added to an existing one, while 18 reduced and 0 exited entirely — 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 | Combined value |
|---|---|---|
| APPLE INCAAPL | 43 funds | $48.4B |
| MICROSOFT CORPMSFT | 43 funds | $43.3B |
| ALPHABET INC-CL AGOOGL | 43 funds | $27.5B |
| NVIDIA CORPNVDA | 42 funds | $61.5B |
| JPMORGAN CHASE & COJPM | 42 funds | $12.7B |
| ALPHABET INC-CL CGOOG | 41 funds | $17.1B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 41 funds | $6.6B |
| AMAZON.COM INCAMZN | 40 funds | $31.6B |
| BROADCOM INCAVGO | 40 funds | $24.4B |
| ELI LILLY & COLLY | 40 funds | $12.4B |
| TESLA INCTSLA | 40 funds | $12.2B |
| JOHNSON & JOHNSONJNJ | 40 funds | $8.8B |
Ranked by how many of CMBS's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| USMVmc | 1276 funds | $15.3B |
| GOVTmc | 877 funds | $40.8B |
| HDVmc | 811 funds | $5.8B |
| STIPmc | 769 funds | $11.4B |
| FLOTmc | 624 funds | $5.8B |
| INDAmc | 489 funds | $6.8B |
| EFAVmc | 484 funds | $3.5B |
| MCHImc | 273 funds | $1.9B |
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 CMBS
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/CMBS/capital-change-brief"
Use Arkolith's capital_change_brief for CMBS. 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 CMBS. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.