9 tracked 13F filers disclose a position in CBLS as of the latest SEC 13F filings, a combined $42.9M 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 | Waverly Advisors, LLC | $15.1M | 525K | ▲+4.1% Added · +21K sh | Q1 2026 | |
| 2 | HighTower Advisors, LLC | $13.1M | 455K | ▼−0.2% Reduced · −739 sh | Q1 2026 | |
| 3 | INSIGNEO ADVISORY SERVICES, LLC | $12.4M | 364K | ▲+22% Added · +65K sh | Q2 2026 | |
| 4 | IFP Advisors, Inc | $584K | 17K | ▲New +17K sh | Q2 2026 | |
| 5 | Alchemi Wealth, LLC | $471K | 14K | ▼−1.8% Reduced · −260 sh | Q2 2026 | |
| 6 | Ethos Financial Group, LLC | $431K | 13K | ▼−16% Reduced · −2K sh | Q2 2026 | |
| 7 | Able Wealth Management LLC | $387K | 11K | ▼−14% Reduced · −2K sh | Q2 2026 | |
| 8 | MGO ONE SEVEN LLC | $354K | 10K | ▲New +10K sh | Q2 2026 | |
| 9 | ROYAL BANK OF CANADA | $101K | 4K | ▼−78% Reduced · −12K 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, 2 funds opened a new position in CBLS and 2 added to an existing one, while 1 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 |
|---|---|---|
| ISHARES CORE S&P 500 ETFIVV | 4 funds | $926.3M |
| APPLE INCAAPL | 4 funds | $667.8M |
| NVIDIA CORPNVDA | 4 funds | $573.8M |
| VANGUARD GROWTH ETFVUG | 4 funds | $453.2M |
| MICROSOFT CORPMSFT | 4 funds | $377.1M |
| VANGUARD S&P 500 ETFVOO | 4 funds | $369.2M |
| VANGUARD DIVIDEND APPREC ETFVIG | 4 funds | $313.1M |
| AMAZON.COM INCAMZN | 4 funds | $287.8M |
| ALPHABET INC-CL AGOOGL | 4 funds | $274.6M |
| SS SPDR S&P 500 ETF TRUST-USSPY | 4 funds | $253.6M |
| ALPHABET INC-CL CGOOG | 4 funds | $214.1M |
| BROADCOM INCAVGO | 4 funds | $210.9M |
Ranked by how many of CBLS's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| QBERTRUESHARES QUART | 34 funds | $62.8M |
| ONEZTRUESHARES SEASO | 32 funds | $140.8M |
| SEPZTRUESHARES STRUC | 31 funds | $93.3M |
| PAYMSP AU DE IN ETF | 27 funds | $89.9M |
| CEFZRIVERNORTH ACTIV | 27 funds | $13.5M |
| LRNZTRUESHS TECH AI | 26 funds | $6.0M |
| SOVFSOVEREIGNS CAPIT | 23 funds | $71.1M |
| DIVZPOLEN DIVIDEND I | 20 funds | $84.2M |
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 CBLS
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/CBLS/capital-change-brief"
Use Arkolith's capital_change_brief for CBLS. 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 CBLS. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.