77 tracked 13F filers disclose a position in CLSE as of the latest SEC 13F filings, a combined $221.6M 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 | FLAGSHIP HARBOR ADVISORS, LLC | $28.2M | 825K | ▲+8.2% Added · +63K sh | Q2 2026 | |
| 2 | LPL Financial LLC | $19.9M | 707K | ▲+1.5% Added · +10K sh | Q1 2026 | |
| 3 | Rockefeller Capital Management L.P. | $15.2M | 539K | ▲+217% Added · +369K sh | Q1 2026 | |
| 4 | ENVESTNET ASSET MANAGEMENT INC | $11.9M | 423K | ▲+71% Added · +175K sh | Q1 2026 | |
| 5 | Redhawk Wealth Advisors, Inc. | $13.0M | 382K | ▲+736% Added · +336K sh | Q2 2026 | |
| 6 | Tactive Advisors, LLC | $12.5M | 365K | ▲+42% Added · +108K sh | Q2 2026 | |
| 7 | COTTONWOOD CAPITAL ADVISORS, LLC | $12.3M | 361K | ▲+4.2% Added · +14K sh | Q2 2026 | |
| 8 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $11.5M | 338K | ▼−12% Reduced · −46K sh | Q2 2026 | |
| 9 | HighTower Advisors, LLC | $8.8M | 311K | ▲14× Added · +290K sh | Q1 2026 | |
| 10 | COMMONWEALTH EQUITY SERVICES, LLC | $7.9M | 280K | ▲New +280K sh | Q1 2026 | |
| 11 | Wealthcare Advisory Partners LLC | $8.7M | 256K | ▲New +256K sh | Q2 2026 | |
| 12 | Brookwood Investment Group LLC | $6.7M | 197K | ▲+25% Added · +39K sh | Q2 2026 | |
| 13 | Sanctuary Advisors, LLC | $4.8M | 170K | ▲+223% Added · +118K sh | Q1 2026 | |
| 14 | Sowell Financial Services LLC | $5.3M | 154K | ▼−33% Reduced · −77K sh | Q2 2026 | |
| 15 | Creative Planning | $3.6M | 128K | —Held | Q1 2026 | |
| 16 | Accurate Wealth Management, LLC | $4.4M | 127K | ▼−4.3% Reduced · −6K sh | Q2 2026 | |
| 17 | McAdam, LLC | $4.2M | 123K | ▲New +123K sh | Q2 2026 | |
| 18 | Mariner, LLC | $2.6M | 93K | ▼−0.8% Reduced · −706 sh | Q1 2026 | |
| 19 | FIFTH THIRD SECURITIES, INC. | $3.0M | 89K | ▲+8.2% Added · +7K sh | Q2 2026 | |
| 20 | Elyxium Wealth, LLC | $3.0M | 89K | ▼−1.2% Reduced · −1K sh | Q2 2026 | |
| 21 | Richmond Investment Services, LLC | $2.7M | 80K | ▲+327% Added · +62K sh | Q2 2026 | |
| 22 | Equitable Holdings, Inc. | $1.5M | 56K | ▲+78% Added · +25K sh | Q1 2026 | |
| 23 | Integrated Wealth Concepts LLC | $1.6M | 55K | ▲New +55K sh | Q1 2026 | |
| 24 | VIMA LLC | Withheld | 54K | ▲New +54K sh | Q2 2026 | |
| 25 | STIFEL FINANCIAL CORP | $1.5M | 53K | ▲New +53K 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, 21 funds opened a new position in CLSE and 16 added to an existing one, while 4 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 | 41 funds | $3.2B |
| NVIDIA CORPNVDA | 41 funds | $2.8B |
| MICROSOFT CORPMSFT | 41 funds | $1.8B |
| AMAZON.COM INCAMZN | 41 funds | $1.6B |
| ALPHABET INC-CL AGOOGL | 41 funds | $1.3B |
| INVESCO QQQ TRUST SERIES 1QQQ | 40 funds | $1.9B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 40 funds | $1.5B |
| JPMORGAN CHASE & COJPM | 40 funds | $743.2M |
| COSTCO WHOLESALE CORPCOST | 40 funds | $488.9M |
| ISHARES CORE S&P 500 ETFIVV | 39 funds | $2.9B |
| BROADCOM INCAVGO | 39 funds | $1.1B |
| ALPHABET INC-CL CGOOG | 39 funds | $1.0B |
Ranked by how many of CLSE's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| CLSEthis pagemc | 77 funds | $222.5M |
| APUEmc | 50 funds | $2.4B |
| APIEmc | 38 funds | $1.0B |
| APCBmc | 34 funds | $962.4M |
| APMUETF | 21 funds | $244.3M |
| STBFPERFORMANCE TR S | 20 funds | $23.8M |
| JGRWJENSEN QUALITY | 19 funds | $29.8M |
| MINNMAIRS & PWR MINN | 18 funds | $16.5M |
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 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.