206 tracked 13F filers disclose a position in CSQ as of the latest SEC 13F filings, a combined $668.0M 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 | BANK OF AMERICA CORP /DE/ | $83.2M | 4.9M | ▲+1.8% Added · +84K sh | Q1 2026 | |
| 2 | MORGAN STANLEY | $74.7M | 4.4M | ▲+3.7% Added · +155K sh | Q1 2026 | |
| 3 | UBS Group AG | $66.9M | 3.9M | ▼−0.6% Reduced · −23K sh | Q1 2026 | |
| 4 | WELLS FARGO & COMPANY/MN | $52.4M | 3.1M | ▲+0.2% Added · +6K sh | Q1 2026 | |
| 5 | RAYMOND JAMES FINANCIAL INC | $36.4M | 2.1M | ▲+1.6% Added · +33K sh | Q1 2026 | |
| 6 | ROYAL BANK OF CANADA | $36.3M | 2.1M | ▲+4.5% Added · +92K sh | Q1 2026 | |
| 7 | Karpus Management, Inc. | $33.3M | 1.9M | ▲+44% Added · +599K sh | Q1 2026 | |
| 8 | LPL Financial LLC | $21.0M | 1.2M | ▲+1.5% Added · +18K sh | Q1 2026 | |
| 9 | Bensler, LLC | $23.7M | 1.2M | ▲+3.4% Added · +38K sh | Q2 2026 | |
| 10 | McGowan Group Asset Management, Inc. | $16.2M | 787K | ▼−0.9% Reduced · −7K sh | Q2 2026 | |
| 11 | Cetera Investment Advisers | $13.4M | 783K | ▲+3.7% Added · +28K sh | Q1 2026 | |
| 12 | Rockefeller Capital Management L.P. | $12.2M | 710K | ▲+6.0% Added · +40K sh | Q1 2026 | |
| 13 | Advisors Asset Management, Inc. | $14.4M | 700K | ▲+7.8% Added · +50K sh | Q2 2026 | |
| 14 | 1607 Capital Partners, LLC | $13.1M | 635K | ▲+47% Added · +203K sh | Q2 2026 | |
| 15 | Stratos Wealth Partners, LTD. | $10.8M | 528K | ▲+0.3% Added · +2K sh | Q2 2026 | |
| 16 | &PARTNERS | $10.2M | 502K | ▼−9.7% Reduced · −54K sh | Q2 2026 | |
| 17 | STIFEL FINANCIAL CORP | $6.7M | 389K | ▼−1.1% Reduced · −5K sh | Q1 2026 | |
| 18 | OSAIC HOLDINGS, INC. | $5.7M | 330K | ▲+10.0% Added · +30K sh | Q1 2026 | |
| 19 | GUGGENHEIM CAPITAL LLC | $5.6M | 325K | ▼−12% Reduced · −46K sh | Q1 2026 | |
| 20 | TRUIST FINANCIAL CORP | $5.3M | 308K | ▲+7.8% Added · +22K sh | Q1 2026 | |
| 21 | AMERIPRISE FINANCIAL INC | $4.9M | 287K | ▼−4.1% Reduced · −12K sh | Q1 2026 | |
| 22 | Apollon Wealth Management, LLC | $4.8M | 281K | ▼−30% Reduced · −119K sh | Q1 2026 | |
| 23 | READYSTATE ASSET MANAGEMENT LP | $4.1M | 237K | ▼−52% Reduced · −258K sh | Q1 2026 | |
| 24 | Smith Asset Management Co., LLC | $4.7M | 227K | ▼−1.4% Reduced · −3K sh | Q2 2026 | |
| 25 | RIVERNORTH CAPITAL MANAGEMENT, LLC | $3.0M | 172K | ▲New +172K 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, 3 funds opened a new position in CSQ and 26 added to an existing one, while 11 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 |
|---|---|---|
| MICROSOFT CORPMSFT | 108 funds | $37.0B |
| APPLE INCAAPL | 107 funds | $43.8B |
| NVIDIA CORPNVDA | 106 funds | $52.3B |
| AMAZON.COM INCAMZN | 105 funds | $25.3B |
| ALPHABET INC-CL AGOOGL | 104 funds | $21.1B |
| BROADCOM INCAVGO | 104 funds | $18.3B |
| JPMORGAN CHASE & COJPM | 104 funds | $10.7B |
| ELI LILLY & COLLY | 104 funds | $10.6B |
| JOHNSON & JOHNSONJNJ | 104 funds | $8.0B |
| VISA INC-CLASS A SHARESV | 103 funds | $7.0B |
| WALMART INCWMT | 103 funds | $6.9B |
| HOME DEPOT INCHD | 103 funds | $5.4B |
Ranked by how many of CSQ's institutional holders also hold each name, a cross-fund conviction signal.
Connected entities for CSQ
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/CSQ/capital-change-brief"
Use Arkolith's capital_change_brief for CSQ. 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 CSQ. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.