| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | UBS Group AG | $80.7M | 1.7M | ▲+206% Added · +1.1M sh | Q1 2026 | |
| 2 | SYON CAPITAL LLC | $25.7M | 528K | ▼−17% Reduced · −106K sh | Q1 2026 | |
| 3 | AE Wealth Management LLC | $25.5M | 524K | ▲+6.7% Added · +33K sh | Q1 2026 | |
| 4 | LPL Financial LLC | $25.4M | 521K | ▲+25% Added · +103K sh | Q1 2026 | |
| 5 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME | $15.0M | 308K | ▲+359% Added · +241K sh | Q1 2026 | |
| 6 | HANCOCK WHITNEY CORP | $14.1M | 288K | ▲+7.0% Added · +19K sh | Q1 2026 | |
| 7 | Prepared Retirement Institute LLC | $12.5M | 257K | ▲+6.7% Added · +16K sh | Q1 2026 | |
| 8 | MORGAN STANLEY | $12.0M | 247K | ▼−20% Reduced · −60K sh | Q1 2026 | |
| 9 | WELLS FARGO & COMPANY/MN | $9.2M | 188K | ▲+2.7% Added · +5K sh | Q1 2026 | |
| 10 | PRUDENTIAL PLC | $8.7M | 180K | ▼−7.7% Reduced · −15K sh | Q1 2026 | |
| 11 | OSAIC HOLDINGS, INC. | $8.4M | 173K | ▼−0.2% Reduced · −305 sh | Q1 2026 | |
| 12 | BANK OF AMERICA CORP /DE/ | $7.9M | 161K | ▼−45% Reduced · −133K sh | Q1 2026 | |
| 13 | Cetera Investment Advisers | $7.5M | 153K | ▲+16% Added · +21K sh | Q1 2026 | |
| 14 | RAYMOND JAMES FINANCIAL INC | $5.5M | 113K | ▲+5.1% Added · +5K sh | Q1 2026 | |
| 15 | AMERIPRISE FINANCIAL INC | $4.6M | 94K | ▼−3.7% Reduced · −4K sh | Q1 2026 | |
| 16 | CITADEL ADVISORS LLC | $3.9M | 80K | ▲New +80K sh | Q1 2026 | |
| 17 | Krilogy Financial LLC | $3.5M | 72K | ▼−46% Reduced · −61K sh | Q1 2026 | |
| 18 | Ocean Park Asset Management, LLC | $3.1M | 63K | —Held | Q1 2026 | |
| 19 | Pathstone Holdings, LLC | $3.0M | 62K | ▼−0.5% Reduced · −297 sh | Q1 2026 | |
| 20 | GOLDMAN SACHS GROUP INC | $3.0M | 62K | ▲New +62K sh | Q1 2026 | |
| 21 | TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | $3.0M | 62K | ▲New +62K sh | Q1 2026 | |
| 22 | FRANKLIN RESOURCES INC | $2.5M | 52K | ▲+8.1% Added · +4K sh | Q1 2026 | |
| 23 | ENVESTNET ASSET MANAGEMENT INC | $2.3M | 48K | ▼−28% Reduced · −19K sh | Q1 2026 | |
| 24 | Beacon Pointe Advisors, LLC | $2.0M | 42K | ▲New +42K sh | Q1 2026 | |
| 25 | JONES FINANCIAL COMPANIES LLLP | $1.9M | 40K | ▲+11% Added · +4K 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.
| Company | Co-held by | Combined value |
|---|---|---|
| ISHARES CORE S&P 500 ETFIVV | 26 funds | $12.5B |
| NVIDIA CORPNVDA | 26 funds | $9.1B |
| APPLE INCAAPL | 26 funds | $9.0B |
| MICROSOFT CORPMSFT | 26 funds | $7.5B |
| AMAZON.COM INCAMZN | 26 funds | $6.0B |
| ALPHABET INC-CL AGOOGL | 26 funds | $4.7B |
| ISHARES CORE U.S. AGGREGATEAGG | 26 funds | $3.4B |
| ALPHABET INC-CL CGOOG | 26 funds | $3.4B |
| JPMORGAN CHASE & COJPM | 26 funds | $3.3B |
| META PLATFORMS INC-CLASS AMETA | 26 funds | $3.3B |
| VANGUARD VALUE ETFVTV | 26 funds | $2.9B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 26 funds | $2.7B |
Ranked by how many of CMBS's institutional holders also hold each name, a cross-fund conviction signal.
No filings captured for this ticker in the live stream yet.
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/CMBS/capital-change-brief"
Use Arkolith's capital_change_brief for CMBS. 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 CMBS. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.