Among active 13F managers last quarter, none opened or added and 1 reduced; the largest holder to move was Waverly Advisors, LLC (−23%).
9 tracked 13F filers disclose a position in CBSE as of the latest SEC 13F filings, a combined $21.8M 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 | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | JPMorgan Chase & Co | 211K | $8.2M | ▲+6.5% Added · +13K sh | Q1 2026 | |
| 2 | Waverly Advisors, LLC | 145K | $7.6M | ▼−23% Reduced · −44K sh | Q2 2026 | |
| 3 | Sanctuary Advisors, LLC | 89K | $4.6M | ▲+18% Added · +14K sh | Q2 2026 | |
| 4 | Alchemi Wealth, LLC | 11K | $582K | —Held | Q2 2026 | |
| 5 | Mercer Global Advisors Inc | 6K | $226K | —Held | Q1 2026 | |
| 6 | Commonwealth Equity Services, LLC | 6K | $223K | ▼−46% Reduced · −5K sh | Q1 2026 | |
| 7 | HighTower Advisors, LLC | 5K | $215K | ▲+4.2% Added · +215 sh | Q1 2026 | |
| 8 | Osaic Holdings, Inc. | 2K | $83K | ▲+93% Added · +997 sh | Q1 2026 | |
| 9 | UBS Group AG | 227 | $9K | ▼−41% Reduced · −159 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, no active manager opened or added to a position in CBSE, while 1 reduced. 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 | Their position there |
|---|---|---|
| Ishares Core S&P 500 ETFIVV | 1 funds | $972.0M |
| Apple IncAAPL | 1 funds | $424.6M |
| Vanguard Growth ETFVUG | 1 funds | $411.0M |
| Vanguard Dividend Apprec ETFVIG | 1 funds | $324.5M |
| Nvidia CorpNVDA | 1 funds | $288.9M |
| Microsoft CorpMSFT | 1 funds | $257.3M |
| Avantis US Small Cap ValueAVUV | 1 funds | $224.8M |
| Vanguard Total Stock MKT ETFVTI | 1 funds | $222.0M |
| Invesco Rafi US 1000 ETFPRF | 1 funds | $193.3M |
| SS SPDR P Int C Corp ETFSPIB | 1 funds | $192.4M |
| Amazon.com IncAMZN | 1 funds | $186.2M |
| Fidelity Total Bond ETFFBND | 1 funds | $174.5M |
Ranked by how many of CBSE's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in CBSE.
| Class | 13F holders | Value held |
|---|---|---|
| QBERTRUESHARES QUART | 33 funds | $62.8M |
| ONEZTRUESHARES SEASO | 32 funds | $140.8M |
| SEPZTRUESHARES STRUC | 31 funds | $93.3M |
| CEFZRIVERNORTH ACTIV | 28 funds | $14.4M |
| PAYMSP AU DE IN ETF | 27 funds | $89.9M |
| LRNZTRUESHS TECH AI | 25 funds | $6.0M |
| SOVFSOVEREIGNS CAPIT | 23 funds | $70.5M |
| DIVZUIT EXCHANGE TRADED | 20 funds | $84.5M |
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 CBSE
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/CBSE/capital-change-brief"
Use Arkolith's capital_change_brief for CBSE. 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 CBSE. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.