Among active 13F managers last quarter, 3 opened and none reduced or exited; the largest holder to move was Guggenheim Capital LLC (new position).
16 tracked 13F filers disclose a position in CMU as of the latest SEC 13F filings, a combined $7.9M 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 | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Morgan Stanley | 711K | $2.5M | ▲+81% Added · +319K sh | Q1 2026 | |
| 2 | Bank Of America Corp | 406K | $1.5M | —Held | Q1 2026 | |
| 3 | Bank of New York Mellon Corp | 354K | $1.3M | ▲+11% Added · +36K sh | Q1 2026 | |
| 4 | Guggenheim Capital LLC | 316K | $1.1M | ▲New +316K sh | Q1 2026 | |
| 5 | UBS Group AG | 130K | $464K | ▼−46% Reduced · −109K sh | Q1 2026 | |
| 6 | LPL Financial LLC | 60K | $216K | ▲+0.5% Added · +323 sh | Q1 2026 | |
| 7 | Osaic Holdings, Inc. | 46K | $165K | ▼−28% Reduced · −18K sh | Q1 2026 | |
| 8 | Raymond James Financial Inc | 44K | $157K | ▼−8.8% Reduced · −4K sh | Q1 2026 | |
| 9 | Cetera Investment Advisers | 30K | $108K | —Held | Q1 2026 | |
| 10 | Rockefeller Capital Management L.P. | 20K | $72K | —Held | Q1 2026 | |
| 11 | Mercer Global Advisors Inc | 19K | $66K | ▲New +19K sh | Q1 2026 | |
| 12 | HighTower Advisors, LLC | 17K | $62K | ▲New +17K sh | Q1 2026 | |
| 13 | Fisher Asset Management, LLC | 17K | $60K | ▲New +17K sh | Q1 2026 | |
| 14 | Susquehanna International Group, LLP | 12K | $42K | ▼−14% Reduced · −2K sh | Q1 2026 | |
| 15 | Wells Fargo & Company | 10K | $34K | —Held | Q1 2026 | |
| 16 | Harbour Investments, Inc. | 2K | $7K | ▲New +2K 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, 3 funds opened a new position in CMU, while none reduced or exited. 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 | Their position there |
|---|---|---|
| Nvidia CorpNVDA | 3 funds | $16.0B |
| Apple IncAAPL | 3 funds | $14.8B |
| Alphabet Inc-CL AGOOGL | 3 funds | $11.5B |
| Microsoft CorpMSFT | 3 funds | $9.9B |
| Vanguard Int-Term CorporateVCIT | 3 funds | $7.4B |
| Amazon.com IncAMZN | 3 funds | $7.4B |
| Caterpillar IncCAT | 3 funds | $7.0B |
| Taiwan Semiconductor-SP ADRTSM | 3 funds | $6.3B |
| ASML Holding NV-NY Reg SHSASML | 3 funds | $6.1B |
| Goldman Sachs Group IncGS | 3 funds | $5.8B |
| ExxonMobil Holdings CorpXOM | 3 funds | $5.6B |
| Walmart IncWMT | 3 funds | $5.3B |
Ranked by how many of CMU's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in CMU.
Connected entities for CMU
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/CMU/capital-change-brief"
Use Arkolith's capital_change_brief for CMU. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + quarter-over-quarter ownership changes + the live filing stream, joined for CMU. Filings are public domain, sourced to SEC EDGAR.