112 tracked 13F filers disclose a position in CLM as of the latest SEC 13F filings, a combined $283.7M 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 | Alpine Global Management, LLC | $49.6M | 6.8M | ▲+498% Added · +5.7M sh | Q1 2026 | |
| 2 | BOOTHBAY FUND MANAGEMENT, LLC | $49.1M | 6.7M | ▲+425% Added · +5.5M sh | Q1 2026 | |
| 3 | PFG Investments, LLC | $30.0M | 4.1M | ▲+38% Added · +1.1M sh | Q1 2026 | |
| 4 | Quarry LP | $25.4M | 3.5M | ▲+182% Added · +2.3M sh | Q1 2026 | |
| 5 | OSAIC HOLDINGS, INC. | $23.7M | 3.2M | ▼−3.6% Reduced · −122K sh | Q1 2026 | |
| 6 | Sculptor Capital LP | $22.9M | 3.1M | ▲+5.9% Added · +176K sh | Q1 2026 | |
| 7 | LPL Financial LLC | $17.6M | 2.4M | ▲+34% Added · +619K sh | Q1 2026 | |
| 8 | Cetera Investment Advisers | $9.9M | 1.4M | ▲+13% Added · +155K sh | Q1 2026 | |
| 9 | Cable Car Capital, LP | $9.7M | 1.2M | ▲+89% Added · +588K sh | Q1 2026 | |
| 10 | MORGAN STANLEY | $4.8M | 655K | ▲+17% Added · +96K sh | Q1 2026 | |
| 11 | Perennial Investment Advisors, LLC | $3.5M | 476K | ▲+2.2% Added · +10K sh | Q1 2026 | |
| 12 | Almitas Capital LLC | $3.2M | 442K | ▲New +442K sh | Q1 2026 | |
| 13 | RAYMOND JAMES FINANCIAL INC | $2.7M | 377K | ▲+2.6% Added · +10K sh | Q1 2026 | |
| 14 | Stratos Wealth Partners, LTD. | $2.5M | 343K | ▼−45% Reduced · −284K sh | Q1 2026 | |
| 15 | COMMONWEALTH EQUITY SERVICES, LLC | $2.1M | 294K | ▲+3.5% Added · +10K sh | Q1 2026 | |
| 16 | J.W. COLE ADVISORS, INC. | $1.6M | 211K | ▲Added Added · +211K sh | Q2 2026 | |
| 17 | Creative Planning | $1.5M | 203K | ▲+14% Added · +25K sh | Q1 2026 | |
| 18 | Baird Financial Group, Inc. | $1.2M | 160K | ▼−0.5% Reduced · −747 sh | Q1 2026 | |
| 19 | WINEBRENNER CAPITAL MANAGEMENT LLC | $1.2M | 158K | ▲+0.1% Added · +200 sh | Q2 2026 | |
| 20 | StoneX Group Inc. | $1.1M | 155K | ▲+8.5% Added · +12K sh | Q1 2026 | |
| 21 | Kovack Advisors, Inc. | $1.1M | 144K | ▼−32% Reduced · −67K sh | Q1 2026 | |
| 22 | INDEPENDENT FINANCIAL GROUP, LLC | $846K | 112K | ▲New +112K sh | Q2 2026 | |
| 23 | Aptus Capital Advisors, LLC | $791K | 109K | ▼−46% Reduced · −93K sh | Q1 2026 | |
| 24 | Savvy Advisors, Inc. | $783K | 107K | ▼−1.2% Reduced · −1K sh | Q1 2026 | |
| 25 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $726K | 100K | ▲+13% Added · +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, 11 funds opened a new position in CLM and 19 added to an existing one, while 10 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 |
|---|---|---|
| NVIDIA CORPNVDA | 45 funds | $14.7B |
| MICROSOFT CORPMSFT | 45 funds | $12.4B |
| BROADCOM INCAVGO | 45 funds | $6.0B |
| JPMORGAN CHASE & COJPM | 45 funds | $5.4B |
| META PLATFORMS INC-CLASS AMETA | 45 funds | $5.0B |
| ALPHABET INC-CL CGOOG | 45 funds | $4.8B |
| ELI LILLY & COLLY | 45 funds | $3.4B |
| JOHNSON & JOHNSONJNJ | 45 funds | $3.2B |
| WALMART INCWMT | 45 funds | $3.1B |
| VISA INC-CLASS A SHARESV | 45 funds | $3.0B |
| TESLA INCTSLA | 45 funds | $3.0B |
| EXXON MOBIL CORPXOM | 45 funds | $3.0B |
Ranked by how many of CLM's institutional holders also hold each name, a cross-fund conviction signal.
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/CLM/capital-change-brief"
Use Arkolith's capital_change_brief for CLM. 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 CLM. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.