Among active 13F managers last quarter, 6 opened and 3 added, while 2 reduced; the largest holder to move was Calamos Advisors LLC (+0.3%).
29 tracked 13F filers disclose a position in CPSM as of the latest SEC 13F filings, a combined $27.3M 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 | Calamos Advisors LLC | 328K | $9.6M | ▲+0.3% Added · +930 sh | Q2 2026 | |
| 2 | Centaurus Financial, Inc. | 98K | $2.9M | ▲+0.3% Added · +335 sh | Q2 2026 | |
| 3 | Amplius Wealth Advisors, LLC | 74K | $2.2M | ▼−11% Reduced · −9K sh | Q2 2026 | |
| 4 | Advisory Services Network, LLC | 52K | $1.5M | ▼−7.2% Reduced · −4K sh | Q1 2026 | |
| 5 | Grantvest Financial Group LLC | 42K | $1.2M | ▲New +42K sh | Q2 2026 | |
| 6 | Sugar Maple Asset Management, LLC | 39K | $1.1M | —Held | Q2 2026 | |
| 7 | Commonwealth Equity Services, LLC | 39K | $1.1M | ▼−57% Reduced · −51K sh | Q1 2026 | |
| 8 | BCGM Wealth Management, LLC | 36K | $1.0M | —Held | Q2 2026 | |
| 9 | Cetera Investment Advisers | 35K | $996K | —Held | Q1 2026 | |
| 10 | JPMorgan Chase & Co | 25K | $728K | ▼−1.7% Reduced · −440 sh | Q1 2026 | |
| 11 | Old Mission Capital LLC | 24K | $690K | ▲+230% Added · +17K sh | Q1 2026 | |
| 12 | Calamos Wealth Management LLC | 20K | $573K | ▲+36% Added · +5K sh | Q2 2026 | |
| 13 | Susquehanna International Group, LLP | 19K | $534K | ▼−53% Reduced · −21K sh | Q1 2026 | |
| 14 | Harbour Investments, Inc. | 17K | $481K | ▼−25% Reduced · −5K sh | Q1 2026 | |
| 15 | Blue Water Asset Management | 16K | $467K | —Held | Q2 2026 | |
| 16 | LPL Financial LLC | 16K | $456K | ▲New +16K sh | Q1 2026 | |
| 17 | Jessup Wealth Management, Inc | 11K | $336K | ▲New +11K sh | Q2 2026 | |
| 18 | Mutual Advisors, LLC | 10K | $295K | —Held | Q2 2026 | |
| 19 | Osaic Holdings, Inc. | 9K | $260K | ▼−45% Reduced · −7K sh | Q1 2026 | |
| 20 | Wick Capital Partners, LLC | 9K | $261K | —Held | Q2 2026 | |
| 21 | Concurrent Investment Advisors, LLC | 8K | $221K | ▲New +8K sh | Q2 2026 | |
| 22 | Secure Asset Management, LLC | 7K | $206K | ▲New +7K sh | Q2 2026 | |
| 23 | Farther Finance Advisors, LLC | 3K | $81K | —Held | Q1 2026 | |
| 24 | Armstrong Advisory Group, Inc | 2K | $50K | ▲New +2K sh | Q2 2026 | |
| 25 | New England Capital Financial Advisors LLC | 1K | $38K | ▲+622% Added · +1K sh | Q2 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, 6 funds opened a new position in CPSM and 3 added to an existing one, while 2 reduced. 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 | 17 funds | $2.6B |
| SS SPDR S&P 500 ETF Trust-USSPY | 17 funds | $1.2B |
| Vanguard Total Stock MKT ETFVTI | 17 funds | $423.2M |
| Apple IncAAPL | 16 funds | $2.5B |
| Microsoft CorpMSFT | 16 funds | $1.5B |
| Amazon.com IncAMZN | 16 funds | $1.4B |
| Invesco QQQ Trust Series 1QQQ | 16 funds | $784.9M |
| Ishares Core S&P 500 ETFIVV | 15 funds | $1.5B |
| Alphabet Inc-CL AGOOGL | 15 funds | $1.2B |
| Tesla IncTSLA | 15 funds | $573.9M |
| JPMorgan Chase & CoJPM | 15 funds | $514.0M |
| Caterpillar IncCAT | 15 funds | $349.1M |
Ranked by how many of CPSM's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in CPSM.
| Class | 13F holders | Value held |
|---|---|---|
| CAIEmc | 153 funds | $516.8M |
| CAIQmc | 54 funds | $115.9M |
| CAGEETF | 31 funds | $20.7M |
| CPSMthis pagemc | 30 funds | $27.4M |
| CPSJS&P 500 STR JULY | 30 funds | $23.5M |
| CPNJmc | 30 funds | $10.4M |
| CPSLLADDERED S&P 500 ETF | 29 funds | $56.6M |
| CPSDS&P 500 STRUCTU | 29 funds | $26.8M |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
No filings captured for this ticker in the live stream yet.
Connected entities for CPSM
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/CPSM/capital-change-brief"
Use Arkolith's capital_change_brief for CPSM. 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 CPSM. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.