16 tracked 13F filers disclose a position in CLSM as of the latest SEC 13F filings, a combined $77.9M 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 | FOUNDATIONS INVESTMENT ADVISORS, LLC | $54.6M | 2.4M | ▼−9.7% Reduced · −253K sh | Q1 2026 | |
| 2 | Corient Private Wealth LLC | $12.8M | 551K | ▼−13% Reduced · −86K sh | Q1 2026 | |
| 3 | GeoWealth Management, LLC | $3.9M | 142K | ▼−0.7% Reduced · −1K sh | Q2 2026 | |
| 4 | Signal Advisors Wealth, LLC | $2.7M | 98K | ▲+30% Added · +23K sh | Q2 2026 | |
| 5 | GTS SECURITIES LLC | $1.2M | 53K | ▼−3.2% Reduced · −2K sh | Q1 2026 | |
| 6 | Aegis Wealth Management, Inc. | $825K | 30K | ▼−2.4% Reduced · −741 sh | Q2 2026 | |
| 7 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $526K | 23K | ▲New +23K sh | Q1 2026 | |
| 8 | Mutual Advisors, LLC | $375K | 16K | ▲+2.8% Added · +445 sh | Q1 2026 | |
| 9 | Triad Wealth Partners, LLC | $401K | 15K | ▼−3.4% Reduced · −535 sh | Q2 2026 | |
| 10 | AE Wealth Management LLC | $136K | 6K | ▼−45% Reduced · −5K sh | Q1 2026 | |
| 11 | ASSETMARK, INC | $156K | 6K | ▲~0% Added · +1 sh | Q2 2026 | |
| 12 | Continuum Advisory, LLC | $139K | 5K | ▲Added Added · +5K sh | Q2 2026 | |
| 13 | OSAIC HOLDINGS, INC. | $54K | 2K | ▼−5.2% Reduced · −128 sh | Q1 2026 | |
| 14 | HARBOUR INVESTMENTS, INC. | $49K | 2K | ▼~0% Reduced · −1 sh | Q1 2026 | |
| 15 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $5K | 232 | —Held | Q1 2026 | |
| 16 | Beacon Capital Management, Inc. | $20 | 1 | —Held | 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, 0 funds opened a new position in CLSM and 2 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 |
|---|---|---|
| SS SPDR S&P 500 ETF TRUST-USSPY | 7 funds | $614.2M |
| INVESCO QQQ TRUST SERIES 1QQQ | 7 funds | $543.4M |
| APPLE INCAAPL | 7 funds | $507.0M |
| SS SPDR BB 1-3M T-BILL ETFBIL | 7 funds | $170.4M |
| SPDR GOLD SHARESGLD | 7 funds | $147.1M |
| STE STR SPDR PT S&P 500 ETFSPYM | 7 funds | $124.3M |
| VANGUARD REAL ESTATE ETFVNQ | 7 funds | $115.7M |
| BROADCOM INCAVGO | 7 funds | $100.8M |
| VANGUARD COMMUNICATION SERVIVOX | 7 funds | $92.9M |
| SS TECHNOLOGY SELECT SECTORXLK | 7 funds | $86.6M |
| ABBVIE INCABBV | 7 funds | $79.2M |
| SS ENERGY SELECT SECTORXLE | 7 funds | $75.2M |
Ranked by how many of CLSM's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| CEFSSABA INT RATE | 80 funds | $133.5M |
| KDEFmc | 21 funds | $25.7M |
| TDSCETF | 18 funds | $86.0M |
| CLSMthis pageETF | 16 funds | $77.9M |
| TDSBETF | 15 funds | $42.5M |
| SSPYSTRATIFIED LARGE | 15 funds | $41.8M |
| LPRELong Pond Real Estate Select ETF | 14 funds | $71.7M |
| AMOMQRAFT AI US MMTM | 12 funds | $12.8M |
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 CLSM
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/CLSM/capital-change-brief"
Use Arkolith's capital_change_brief for CLSM. 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 CLSM. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.