26 tracked 13F filers disclose a position in CLOB as of the latest SEC 13F filings, a combined $74.0M 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 | Independence Asset Advisors, LLC | $46.9M | 929K | ▲+1.9% Added · +18K sh | Q2 2026 | |
| 2 | L & S Advisors Inc | $5.5M | 108K | ▼−12% Reduced · −14K sh | Q2 2026 | |
| 3 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $3.8M | 76K | ▲New +76K sh | Q1 2026 | |
| 4 | Employees' Retirement Fund of the City of Fort Worth | $2.0M | 39K | —Held | Q2 2026 | |
| 5 | Tower Research Capital LLC (TRC) | $1.8M | 36K | ▲14× Added · +34K sh | Q1 2026 | |
| 6 | OneAscent Family Office, LLC | $1.7M | 34K | ▲+428% Added · +28K sh | Q2 2026 | |
| 7 | Diversified Portfolios, Inc. | $1.6M | 31K | ▲+7.4% Added · +2K sh | Q2 2026 | |
| 8 | Bison Wealth, LLC | $1.5M | 31K | ▼−22% Reduced · −9K sh | Q2 2026 | |
| 9 | BASSO CAPITAL MANAGEMENT, L.P. | $1.5M | 30K | ▲Added Added · +30K sh | Q2 2026 | |
| 10 | ROYAL BANK OF CANADA | $1.2M | 25K | ▲+108% Added · +13K sh | Q1 2026 | |
| 11 | OSAIC HOLDINGS, INC. | $915K | 18K | ▲+140% Added · +11K sh | Q1 2026 | |
| 12 | Sanctuary Advisors, LLC | $842K | 17K | ▲+50% Added · +6K sh | Q2 2026 | |
| 13 | SYON CAPITAL LLC | $820K | 16K | —Held | Q1 2026 | |
| 14 | Castleview Partners, LLC | $816K | 16K | ▲+13% Added · +2K sh | Q2 2026 | |
| 15 | COMPASS FINANCIAL MANAGEMENT LLC | $684K | 14K | ▲New +14K sh | Q2 2026 | |
| 16 | Summit Financial, LLC | $518K | 10K | ▲+0.4% Added · +38 sh | Q2 2026 | |
| 17 | NewEdge Advisors, LLC | $445K | 9K | ▲+1.4% Added · +121 sh | Q2 2026 | |
| 18 | EP Wealth Advisors, LLC | $281K | 6K | ▲+32% Added · +1K sh | Q2 2026 | |
| 19 | Lionsbridge Wealth Management LLC | $251K | 5K | ▼−3.3% Reduced · −168 sh | Q2 2026 | |
| 20 | AXXCESS WEALTH MANAGEMENT, LLC | $248K | 5K | ▲Added Added · +5K sh | Q2 2026 | |
| 21 | Darwin Wealth Management, LLC | $248K | 5K | ▲+0.2% Added · +12 sh | Q2 2026 | |
| 22 | JANE STREET GROUP, LLC | $200K | 4K | ▼−82% Reduced · −19K sh | Q1 2026 | |
| 23 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $136K | 3K | ▲+75% Added · +1K sh | Q2 2026 | |
| 24 | UBS Group AG | $5K | 107 | ▼−37% Reduced · −64 sh | Q1 2026 | |
| 25 | FIFTH THIRD BANCORP | $4K | 77 | —Held | 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, 1 fund opened a new position in CLOB and 8 added to an existing one, while 1 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 | 12 funds | $530.0M |
| NVIDIA CORPNVDA | 11 funds | $433.0M |
| MICROSOFT CORPMSFT | 11 funds | $289.4M |
| AMAZON.COM INCAMZN | 11 funds | $233.6M |
| VANGUARD S&P 500 ETFVOO | 11 funds | $218.8M |
| TESLA INCTSLA | 11 funds | $158.0M |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 11 funds | $139.4M |
| JPMORGAN CHASE & COJPM | 11 funds | $134.9M |
| HOME DEPOT INCHD | 11 funds | $46.1M |
| GE VERNOVA INCGEV | 11 funds | $44.6M |
| GENERAL ELECTRICGE | 11 funds | $38.4M |
| INVESCO QQQ TRUST SERIES 1QQQ | 10 funds | $295.0M |
Ranked by how many of CLOB's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| HYDmc | 340 funds | $3.0B |
| EMLCmc | 328 funds | $3.3B |
| REMXmc | 316 funds | $793.9M |
| OIHmc | 249 funds | $1.5B |
| ITMmc | 188 funds | $1.8B |
| CLOImc | 180 funds | $729.0M |
| SMOTmc | 101 funds | $235.7M |
| DAPPmc | 67 funds | $79.5M |
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 CLOB
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/CLOB/capital-change-brief"
Use Arkolith's capital_change_brief for CLOB. 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 CLOB. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.