333 tracked 13F filers disclose a position in CMF as of the latest SEC 13F filings, a combined $2.9B 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 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $483.1M | 8.5M | ▲+0.7% Added · +57K sh | Q1 2026 | |
| 2 | Wealthfront Advisers LLC | $419.4M | 7.3M | ▲+17% Added · +1.1M sh | Q2 2026 | |
| 3 | MORGAN STANLEY | $106.5M | 1.9M | ▲+4.6% Added · +82K sh | Q1 2026 | |
| 4 | BANK OF AMERICA CORP /DE/ | $104.4M | 1.8M | ▼−5.0% Reduced · −97K sh | Q1 2026 | |
| 5 | FMR LLC | $102.7M | 1.8M | ▼−5.2% Reduced · −99K sh | Q1 2026 | |
| 6 | Facet Wealth, Inc. | $100.9M | 1.8M | ▲+11% Added · +169K sh | Q2 2026 | |
| 7 | EP Wealth Advisors, LLC | $97.5M | 1.7M | ▲+43% Added · +511K sh | Q2 2026 | |
| 8 | SYON CAPITAL LLC | $76.9M | 1.4M | ▲+18% Added · +204K sh | Q1 2026 | |
| 9 | BAILARD, INC. | $69.9M | 1.2M | ▼−1.7% Reduced · −21K sh | Q2 2026 | |
| 10 | LPL Financial LLC | $65.3M | 1.1M | ▲+16% Added · +158K sh | Q1 2026 | |
| 11 | ENVESTNET ASSET MANAGEMENT INC | $58.1M | 1.0M | ▲+88% Added · +478K sh | Q1 2026 | |
| 12 | Mariner, LLC | $52.2M | 919K | ▲+1.4% Added · +13K sh | Q1 2026 | |
| 13 | BlackRock, Inc. | $50.2M | 883K | ▲+272% Added · +645K sh | Q1 2026 | |
| 14 | JPMORGAN CHASE & CO | $38.7M | 682K | ▲+4.5% Added · +29K sh | Q1 2026 | |
| 15 | TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | $38.4M | 666K | ▲+0.4% Added · +3K sh | Q2 2026 | |
| 16 | WELLS FARGO & COMPANY/MN | $37.4M | 657K | ▲+8.0% Added · +49K sh | Q1 2026 | |
| 17 | MERCER GLOBAL ADVISORS INC /ADV | $37.4M | 657K | ▲+20% Added · +108K sh | Q1 2026 | |
| 18 | UBS Group AG | $30.2M | 532K | ▼−0.9% Reduced · −5K sh | Q1 2026 | |
| 19 | ROYAL BANK OF CANADA | $26.8M | 472K | ▲+4.7% Added · +21K sh | Q1 2026 | |
| 20 | ASSETMARK, INC | $25.1M | 436K | ▲+11% Added · +44K sh | Q2 2026 | |
| 21 | Focus Partners Wealth | $23.0M | 404K | ▲+18% Added · +60K sh | Q1 2026 | |
| 22 | GUGGENHEIM CAPITAL LLC | $22.5M | 396K | ▲+35% Added · +103K sh | Q1 2026 | |
| 23 | West Wealth Group, LLC | $22.2M | 385K | ▲+16% Added · +53K sh | Q2 2026 | |
| 24 | Cetera Investment Advisers | $21.0M | 369K | ▼−2.5% Reduced · −10K sh | Q1 2026 | |
| 25 | ALLIANCEBERNSTEIN L.P. | $21.0M | 366K | ▲+8.3% Added · +28K 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, 0 funds opened a new position in CMF and 21 added to an existing one, while 18 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 | 188 funds | $112.9B |
| MICROSOFT CORPMSFT | 188 funds | $100.1B |
| NVIDIA CORPNVDA | 183 funds | $138.7B |
| AMAZON.COM INCAMZN | 183 funds | $70.4B |
| ALPHABET INC-CL AGOOGL | 180 funds | $58.2B |
| ALPHABET INC-CL CGOOG | 178 funds | $47.9B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 171 funds | $12.4B |
| ISHARES CORE S&P 500 ETFIVV | 170 funds | $20.4B |
| BROADCOM INCAVGO | 169 funds | $57.6B |
| META PLATFORMS INC-CLASS AMETA | 169 funds | $43.7B |
| TESLA INCTSLA | 168 funds | $17.6B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 168 funds | $8.6B |
Ranked by how many of CMF's institutional holders also hold each name, a cross-fund conviction signal.
No filings captured for this ticker in the live stream yet.
Connected entities for CMF
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/CMF/capital-change-brief"
Use Arkolith's capital_change_brief for CMF. 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 CMF. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.