28 tracked 13F filers disclose a position in CMU as of the latest SEC 13F filings, a combined $28.8M 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 | RIVERNORTH CAPITAL MANAGEMENT, LLC | $10.6M | 3.0M | ▲+12% Added · +325K sh | Q1 2026 | |
| 2 | Almitas Capital LLC | $5.4M | 1.5M | —Held | Q1 2026 | |
| 3 | MORGAN STANLEY | $2.5M | 711K | ▲+81% Added · +319K sh | Q1 2026 | |
| 4 | CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | $2.4M | 676K | ▲+19% Added · +108K sh | Q1 2026 | |
| 5 | BANK OF AMERICA CORP /DE/ | $1.5M | 406K | —Held | Q1 2026 | |
| 6 | Allspring Global Investments Holdings, LLC | $1.4M | 377K | —Held | Q1 2026 | |
| 7 | Bank of New York Mellon Corp | $1.3M | 354K | ▲+11% Added · +36K sh | Q1 2026 | |
| 8 | GUGGENHEIM CAPITAL LLC | $1.1M | 316K | ▲New +316K sh | Q1 2026 | |
| 9 | Lido Advisors, LLC | $524K | 146K | —Held | Q1 2026 | |
| 10 | UBS Group AG | $464K | 130K | ▼−46% Reduced · −109K sh | Q1 2026 | |
| 11 | EVOLVE PRIVATE WEALTH, LLC | $327K | 91K | ▼−1.4% Reduced · −1K sh | Q1 2026 | |
| 12 | LPL Financial LLC | $216K | 60K | ▲+0.5% Added · +323 sh | Q1 2026 | |
| 13 | OSAIC HOLDINGS, INC. | $165K | 46K | ▼−28% Reduced · −18K sh | Q1 2026 | |
| 14 | RAYMOND JAMES FINANCIAL INC | $157K | 44K | ▼−8.8% Reduced · −4K sh | Q1 2026 | |
| 15 | Equitable Holdings, Inc. | $117K | 33K | ▲+1.9% Added · +611 sh | Q1 2026 | |
| 16 | Pathstone Holdings, LLC | $111K | 31K | —Held | Q1 2026 | |
| 17 | Cetera Investment Advisers | $108K | 30K | —Held | Q1 2026 | |
| 18 | CITADEL ADVISORS LLC | $98K | 27K | ▲+49% Added · +9K sh | Q1 2026 | |
| 19 | Rockefeller Capital Management L.P. | $72K | 20K | —Held | Q1 2026 | |
| 20 | MERCER GLOBAL ADVISORS INC /ADV | $66K | 19K | ▲New +19K sh | Q1 2026 | |
| 21 | HighTower Advisors, LLC | $62K | 17K | ▲New +17K sh | Q1 2026 | |
| 22 | Fisher Asset Management, LLC | $60K | 17K | ▲New +17K sh | Q1 2026 | |
| 23 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $42K | 12K | ▼−14% Reduced · −2K sh | Q1 2026 | |
| 24 | Integrated Wealth Concepts LLC | $42K | 12K | —Held | Q1 2026 | |
| 25 | WELLS FARGO & COMPANY/MN | $34K | 10K | —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.
Last quarter, 4 funds opened a new position in CMU and 4 added to an existing one, while 0 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 | 14 funds | $7.7B |
| MICROSOFT CORPMSFT | 14 funds | $6.6B |
| NVIDIA CORPNVDA | 13 funds | $9.3B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 13 funds | $7.6B |
| ISHARES CORE S&P 500 ETFIVV | 13 funds | $6.7B |
| AMAZON.COM INCAMZN | 13 funds | $5.5B |
| ALPHABET INC-CL AGOOGL | 13 funds | $4.0B |
| BROADCOM INCAVGO | 13 funds | $3.7B |
| ALPHABET INC-CL CGOOG | 13 funds | $3.1B |
| META PLATFORMS INC-CLASS AMETA | 13 funds | $2.9B |
| JPMORGAN CHASE & COJPM | 13 funds | $2.5B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 13 funds | $2.4B |
Ranked by how many of CMU's institutional holders also hold each name, a cross-fund conviction signal.
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 + end-of-day price history + the live filing stream, joined for CMU. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.