Among active 13F managers last quarter, 24 opened and 24 added, while 3 reduced; the largest holder to move was Flagship Harbor Advisors, LLC (+8.2%).
100 tracked 13F filers disclose a position in CLSE as of the latest SEC 13F filings, a combined $280.5M 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 | Flagship Harbor Advisors, LLC | 825K | $28.2M | ▲+8.2% Added · +63K sh | Q2 2026 | |
| 2 | LPL Financial LLC | 707K | $19.9M | ▲+1.5% Added · +10K sh | Q1 2026 | |
| 3 | Rockefeller Capital Management L.P. | 539K | $15.2M | ▲+217% Added · +369K sh | Q1 2026 | |
| 4 | Liberty Square Wealth Partners LLC | 429K | $14.6M | ▲+11% Added · +42K sh | Q2 2026 | |
| 5 | Envestnet Asset Management Inc | 423K | $11.9M | ▲+71% Added · +175K sh | Q1 2026 | |
| 6 | Redhawk Wealth Advisors, Inc. | 382K | $13.0M | ▲+736% Added · +336K sh | Q2 2026 | |
| 7 | Tactive Advisors, LLC | 365K | $12.5M | ▲+42% Added · +108K sh | Q2 2026 | |
| 8 | Cottonwood Capital Advisors, LLC | 361K | $12.3M | ▲+4.2% Added · +14K sh | Q2 2026 | |
| 9 | Wealth Enhancement Advisory Services, LLC | 338K | $11.5M | ▼−12% Reduced · −46K sh | Q2 2026 | |
| 10 | HighTower Advisors, LLC | 311K | $8.8M | ▲14× Added · +290K sh | Q1 2026 | |
| 11 | Commonwealth Equity Services, LLC | 280K | $7.9M | ▲New +280K sh | Q1 2026 | |
| 12 | Wealthcare Advisory Partners LLC | 256K | $8.7M | ▲New +256K sh | Q2 2026 | |
| 13 | Sanctuary Advisors, LLC | 248K | $8.5M | ▲+46% Added · +78K sh | Q2 2026 | |
| 14 | Brookwood Investment Group LLC | 197K | $6.7M | ▲+25% Added · +39K sh | Q2 2026 | |
| 15 | Equitable Holdings, Inc. | 193K | $6.6M | ▲+242% Added · +136K sh | Q2 2026 | |
| 16 | Global Retirement Partners, LLC | 185K | $6.3M | ▲+52% Added · +64K sh | Q2 2026 | |
| 17 | Integrated Wealth Concepts LLC | 159K | $5.4M | ▲+187% Added · +104K sh | Q2 2026 | |
| 18 | Sowell Financial Services LLC | 154K | $5.3M | ▼−33% Reduced · −77K sh | Q2 2026 | |
| 19 | Stratos Wealth Advisors, LLC | 140K | $4.8M | ▲New +140K sh | Q2 2026 | |
| 20 | Creative Planning | 128K | $3.6M | —Held | Q1 2026 | |
| 21 | Accurate Wealth Management, LLC | 127K | $4.4M | ▼−4.3% Reduced · −6K sh | Q2 2026 | |
| 22 | McAdam, LLC | 123K | $4.2M | ▲New +123K sh | Q2 2026 | |
| 23 | Mariner, LLC | 93K | $2.6M | ▼−0.8% Reduced · −706 sh | Q1 2026 | |
| 24 | Fifth Third Securities, Inc. | 89K | $3.0M | ▲+8.2% Added · +7K sh | Q2 2026 | |
| 25 | Elyxium Wealth, LLC | 89K | $3.0M | ▼−1.2% Reduced · −1K 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. 1 value row is withheld because the reported units disagree with same-security peers; share counts are unchanged.
Last quarter, 24 funds opened a new position in CLSE and 24 added to an existing one, while 3 reduced. 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 |
|---|---|---|
| Alphabet Inc-CL AGOOGL | 54 funds | $1.6B |
| Apple IncAAPL | 53 funds | $4.1B |
| Nvidia CorpNVDA | 53 funds | $3.7B |
| Microsoft CorpMSFT | 53 funds | $2.1B |
| Amazon.com IncAMZN | 53 funds | $2.0B |
| JPMorgan Chase & CoJPM | 52 funds | $943.2M |
| Invesco QQQ Trust Series 1QQQ | 51 funds | $2.4B |
| SS SPDR S&P 500 ETF Trust-USSPY | 51 funds | $2.1B |
| Tesla IncTSLA | 51 funds | $1.1B |
| Meta Platforms Inc-Class AMETA | 51 funds | $927.5M |
| Walmart IncWMT | 51 funds | $695.4M |
| Costco Wholesale CorpCOST | 51 funds | $564.8M |
Ranked by how many of CLSE's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in CLSE.
| Class | 13F holders | Value held |
|---|---|---|
| CLSEthis pagemc | 100 funds | $281.4M |
| APUEmc | 52 funds | $2.5B |
| APIEmc | 39 funds | $1.0B |
| APCBmc | 36 funds | $970.8M |
| STBFPERFORMANCE TR S | 24 funds | $28.2M |
| APMUETF | 23 funds | $246.9M |
| JGRWJENSEN QUALITY | 20 funds | $30.7M |
| MINNMAIRS & PWR MINN | 18 funds | $18.8M |
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 CLSE
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/CLSE/capital-change-brief"
Use Arkolith's capital_change_brief for CLSE. 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 CLSE. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.