143 tracked 13F filers disclose a position in CLM as of the latest SEC 13F filings, a combined $311.1M 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 | $26.3M | 3.5M | ▼−0.4% Reduced · −13K sh | Q2 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 | Warberg Asset Management LLC | $13.9M | 1.8M | ▲+76% Added · +795K sh | Q2 2026 | |
| 9 | Cetera Investment Advisers | $9.9M | 1.4M | ▲+13% Added · +155K sh | Q1 2026 | |
| 10 | Cable Car Capital, LP | $9.6M | 1.3M | ▲+1.9% Added · +24K sh | Q2 2026 | |
| 11 | Almitas Capital LLC | $5.0M | 662K | ▲+50% Added · +220K sh | Q2 2026 | |
| 12 | MORGAN STANLEY | $4.8M | 655K | ▲+17% Added · +96K sh | Q1 2026 | |
| 13 | WJ Financial Advisors LLC | $3.8M | 504K | ▲+13% Added · +59K sh | Q2 2026 | |
| 14 | Perennial Investment Advisors, LLC | $3.5M | 476K | ▲+2.2% Added · +10K sh | Q1 2026 | |
| 15 | RAYMOND JAMES FINANCIAL INC | $2.7M | 377K | ▲+2.6% Added · +10K sh | Q1 2026 | |
| 16 | Stratos Wealth Partners, LTD. | $2.5M | 334K | ▼−2.5% Reduced · −9K sh | Q2 2026 | |
| 17 | Yakira Capital Management, Inc. | $2.4M | 311K | ▲+1.5% Added · +5K sh | Q2 2026 | |
| 18 | COMMONWEALTH EQUITY SERVICES, LLC | $2.1M | 294K | ▲+3.5% Added · +10K sh | Q1 2026 | |
| 19 | Kovack Advisors, Inc. | $1.8M | 233K | ▲+62% Added · +89K sh | Q2 2026 | |
| 20 | J.W. COLE ADVISORS, INC. | $1.6M | 211K | ▲Added Added · +211K sh | Q2 2026 | |
| 21 | Creative Planning | $1.5M | 203K | ▲+14% Added · +25K sh | Q1 2026 | |
| 22 | Baird Financial Group, Inc. | $1.2M | 160K | ▼−0.5% Reduced · −747 sh | Q1 2026 | |
| 23 | WINEBRENNER CAPITAL MANAGEMENT LLC | $1.2M | 158K | ▲+0.1% Added · +200 sh | Q2 2026 | |
| 24 | StoneX Group Inc. | $1.1M | 152K | ▼−2.1% Reduced · −3K sh | Q2 2026 | |
| 25 | CREATIVE FINANCIAL DESIGNS INC /ADV | $1.0M | 133K | ▲+42% Added · +39K sh | 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, 8 funds opened a new position in CLM and 27 added to an existing one, while 8 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 |
|---|---|---|
| META PLATFORMS INC-CLASS AMETA | 67 funds | $1.2B |
| NVIDIA CORPNVDA | 66 funds | $5.4B |
| MICROSOFT CORPMSFT | 65 funds | $4.0B |
| ALPHABET INC-CL CGOOG | 64 funds | $2.4B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 63 funds | $3.3B |
| ALPHABET INC-CL AGOOGL | 63 funds | $2.3B |
| APPLE INCAAPL | 62 funds | $6.8B |
| TESLA INCTSLA | 62 funds | $1.2B |
| AMAZON.COM INCAMZN | 61 funds | $3.2B |
| INVESCO QQQ TRUST SERIES 1QQQ | 61 funds | $2.9B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 61 funds | $1.9B |
| ELI LILLY & COLLY | 61 funds | $1.0B |
Ranked by how many of CLM's institutional holders also hold each name, a cross-fund conviction signal.
Connected entities for CLM
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.