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 | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | CULLEN/FROST BANKERS, INC. | $1.0M | 37K | ▲+65% Added · +15K sh | Q2 2026 | |
| 2 | INSPIRION WEALTH ADVISORS, LLC | $216K | 8K | —Held | Q2 2026 | |
| 3 | ROYAL BANK OF CANADA | $143K | 6K | —Held | Q1 2026 | |
| 4 | BARTLETT & CO. WEALTH MANAGEMENT LLC | $23K | 815 | —Held | Q2 2026 | |
| 5 | MORGAN STANLEY | $12K | 475 | ▲New +475 sh | Q1 2026 | |
| 6 | CWM, LLC | $5K | 200 | ▲New +200 sh | Q1 2026 | |
| 7 | Crewe Advisors LLC | $2K | 59 | —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, 0 funds opened a new position in CCSO and 1 added to an existing one, while 0 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 | 4 funds | $1.8B |
| NVIDIA CORPNVDA | 4 funds | $1.4B |
| MICROSOFT CORPMSFT | 4 funds | $1.3B |
| ALPHABET INC-CL AGOOGL | 4 funds | $789.6M |
| AMAZON.COM INCAMZN | 4 funds | $789.1M |
| ALPHABET INC-CL CGOOG | 4 funds | $781.1M |
| SS SPDR S&P 500 ETF TRUST-USSPY | 4 funds | $590.8M |
| JPMORGAN CHASE & COJPM | 4 funds | $492.4M |
| BROADCOM INCAVGO | 4 funds | $452.0M |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 4 funds | $435.1M |
| META PLATFORMS INC-CLASS AMETA | 4 funds | $366.5M |
| COSTCO WHOLESALE CORPCOST | 4 funds | $359.2M |
Ranked by how many of CCSO's institutional holders also hold each name, a cross-fund conviction signal.
No filings captured for this ticker in the live stream yet.
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.