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.
| # | 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 | $3.3M | 143K | ▼−61% Reduced · −221K sh | Q1 2026 | |
| 4 | GTS SECURITIES LLC | $1.2M | 53K | ▼−3.2% Reduced · −2K sh | Q1 2026 | |
| 5 | Aegis Wealth Management, Inc. | $825K | 30K | ▼−2.4% Reduced · −741 sh | Q2 2026 | |
| 6 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $526K | 23K | ▲New +23K sh | Q1 2026 | |
| 7 | Mutual Advisors, LLC | $375K | 16K | ▲+2.8% Added · +445 sh | Q1 2026 | |
| 8 | AE Wealth Management LLC | $136K | 6K | ▼−45% Reduced · −5K sh | Q1 2026 | |
| 9 | ASSETMARK, INC | $131K | 6K | ▼−1.6% Reduced · −95 sh | Q1 2026 | |
| 10 | OSAIC HOLDINGS, INC. | $54K | 2K | ▼−5.2% Reduced · −128 sh | Q1 2026 | |
| 11 | HARBOUR INVESTMENTS, INC. | $49K | 2K | ▼~0% Reduced · −1 sh | Q1 2026 | |
| 12 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $5K | 232 | —Held | Q1 2026 | |
| 13 | Beacon Capital Management, Inc. | $17 | 1 | —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.
| Company | Co-held by | Combined value |
|---|---|---|
| APPLE INCAAPL | 6 funds | $2.4B |
| ALPHABET INC-CL AGOOGL | 6 funds | $1.7B |
| BROADCOM INCAVGO | 6 funds | $1.6B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 6 funds | $817.6M |
| SS SPDR S&P 500 ETF TRUST-USSPY | 6 funds | $680.0M |
| SS SPDR BB 1-3M T-BILL ETFBIL | 6 funds | $673.9M |
| VANGUARD FTSE DEVELOPED ETFVEA | 6 funds | $406.5M |
| INTEL CORPINTC | 6 funds | $288.1M |
| SS FINANCIAL SELECT SECTORXLF | 6 funds | $260.2M |
| INVESCO QQQ TRUST SERIES 1QQQ | 6 funds | $241.4M |
| SPDR GOLD SHARESGLD | 6 funds | $211.7M |
| BOEING CO/THEBA | 6 funds | $210.8M |
Ranked by how many of CLSM's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).
No filings captured for this ticker in the live stream yet.
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. Every panel above is one call to the Arkolith API & MCP server.