Among active 13F managers last quarter, 1 added and none reduced or exited; the largest holder to move was Cullen/frost Bankers, Inc. (+65%).
7 tracked 13F filers disclose a position in CCSO as of the latest SEC 13F filings, a combined $1.4M 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 | Cullen/frost Bankers, Inc. | 37K | $1.0M | ▲+65% Added · +15K sh | Q2 2026 | |
| 2 | Inspirion Wealth Advisors, LLC | 8K | $216K | —Held | Q2 2026 | |
| 3 | Royal Bank Of Canada | 6K | $143K | —Held | Q1 2026 | |
| 4 | Bartlett & Co. Wealth Management LLC | 815 | $23K | —Held | Q2 2026 | |
| 5 | Morgan Stanley | 475 | $12K | ▲New +475 sh | Q1 2026 | |
| 6 | CWM, LLC | 200 | $5K | ▲New +200 sh | Q1 2026 | |
| 7 | Crewe Advisors LLC | 59 | $2K | —Held | Q2 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, 1 fund added to an existing position in CCSO, while none reduced or exited. 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 |
|---|---|---|
| Apple IncAAPL | 2 funds | $574.5M |
| Microsoft CorpMSFT | 2 funds | $369.1M |
| Vanguard Growth ETFVUG | 2 funds | $360.8M |
| Nvidia CorpNVDA | 2 funds | $335.3M |
| Ishares Msci Emr MRK Ex ChnaEMXC | 2 funds | $318.3M |
| Alphabet Inc-CL AGOOGL | 2 funds | $243.9M |
| Ishares Msci Eafe ETFEFA | 2 funds | $220.6M |
| Amazon.com IncAMZN | 2 funds | $219.2M |
| SS SPDR S&P 500 ETF Trust-USSPY | 2 funds | $219.0M |
| Broadcom IncAVGO | 2 funds | $210.1M |
| Vanguard Small-Cap ETFVB | 2 funds | $208.1M |
| Corning IncGLW | 2 funds | $197.3M |
Ranked by how many of CCSO's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in CCSO.
| Class | 13F holders | Value held |
|---|---|---|
| NVDYmc | 77 funds | $101.3M |
| AMZYmc | 36 funds | $46.1M |
| GOOYYIELDMAX GOOGL | 30 funds | $47.1M |
| GDXYYIELDMAX GOLD MI | 30 funds | $12.2M |
| FBYYIELDMAX META | 23 funds | $44.4M |
| APLYYIELDMAX AAPL | 21 funds | $67.9M |
| MSFOmc | 20 funds | $43.1M |
| FCUSPINNACLE FOCUSED | 16 funds | $57.4M |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
Connected entities for CCSO
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/CCSO/capital-change-brief"
Use Arkolith's capital_change_brief for CCSO. 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 CCSO. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.