25 tracked 13F filers disclose a position in CPSM as of the latest SEC 13F filings, a combined $25.7M 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 | Calamos Advisors LLC | $9.6M | 328K | ▲+0.3% Added · +930 sh | Q2 2026 | |
| 2 | CENTAURUS FINANCIAL, INC. | $2.8M | 97K | ▼−6.3% Reduced · −7K sh | Q1 2026 | |
| 3 | Amplius Wealth Advisors, LLC | $2.2M | 74K | ▼−11% Reduced · −9K sh | Q2 2026 | |
| 4 | Advisory Services Network, LLC | $1.5M | 52K | ▼−7.2% Reduced · −4K sh | Q1 2026 | |
| 5 | Sugar Maple Asset Management, LLC | $1.1M | 39K | —Held | Q2 2026 | |
| 6 | COMMONWEALTH EQUITY SERVICES, LLC | $1.1M | 39K | ▼−57% Reduced · −51K sh | Q1 2026 | |
| 7 | BCGM Wealth Management, LLC | $1.0M | 36K | —Held | Q2 2026 | |
| 8 | Cetera Investment Advisers | $996K | 35K | —Held | Q1 2026 | |
| 9 | JPMORGAN CHASE & CO | $728K | 25K | ▼−1.7% Reduced · −440 sh | Q1 2026 | |
| 10 | OLD MISSION CAPITAL LLC | $690K | 24K | ▲+230% Added · +17K sh | Q1 2026 | |
| 11 | Calamos Wealth Management LLC | $573K | 20K | ▲+36% Added · +5K sh | Q2 2026 | |
| 12 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $534K | 19K | ▼−53% Reduced · −21K sh | Q1 2026 | |
| 13 | HARBOUR INVESTMENTS, INC. | $481K | 17K | ▼−25% Reduced · −5K sh | Q1 2026 | |
| 14 | Blue Water Asset Management | $467K | 16K | —Held | Q2 2026 | |
| 15 | LPL Financial LLC | $456K | 16K | ▲New +16K sh | Q1 2026 | |
| 16 | Mutual Advisors, LLC | $291K | 10K | ▼−39% Reduced · −7K sh | Q1 2026 | |
| 17 | OSAIC HOLDINGS, INC. | $260K | 9K | ▼−45% Reduced · −7K sh | Q1 2026 | |
| 18 | Wick Capital Partners, LLC | $257K | 9K | —Held | Q1 2026 | |
| 19 | Concurrent Investment Advisors, LLC | $221K | 8K | ▲New +8K sh | Q2 2026 | |
| 20 | Secure Asset Management, LLC | $206K | 7K | ▲New +7K sh | Q2 2026 | |
| 21 | Farther Finance Advisors, LLC | $81K | 3K | —Held | Q1 2026 | |
| 22 | ARMSTRONG ADVISORY GROUP, INC | $50K | 2K | ▲New +2K sh | Q2 2026 | |
| 23 | New England Capital Financial Advisors LLC | $38K | 1K | ▲+622% Added · +1K sh | Q2 2026 | |
| 24 | CREATIVE FINANCIAL DESIGNS INC /ADV | $14K | 490 | ▲New +490 sh | Q2 2026 | |
| 25 | IFP Advisors, Inc | $3K | 100 | —Held | 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, 4 funds opened a new position in CPSM and 2 added to an existing one, while 4 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 |
|---|---|---|
| NVIDIA CORPNVDA | 15 funds | $2.5B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 15 funds | $1.2B |
| VANGUARD TOTAL STOCK MKT ETFVTI | 15 funds | $405.6M |
| APPLE INCAAPL | 14 funds | $2.5B |
| MICROSOFT CORPMSFT | 14 funds | $1.5B |
| ISHARES CORE S&P 500 ETFIVV | 14 funds | $1.4B |
| AMAZON.COM INCAMZN | 14 funds | $1.4B |
| INVESCO QQQ TRUST SERIES 1QQQ | 14 funds | $763.2M |
| ALPHABET INC-CL AGOOGL | 13 funds | $1.2B |
| TESLA INCTSLA | 13 funds | $562.7M |
| JPMORGAN CHASE & COJPM | 13 funds | $508.1M |
| CATERPILLAR INCCAT | 13 funds | $337.9M |
Ranked by how many of CPSM's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| CAIEmc | 124 funds | $409.2M |
| CAIQmc | 44 funds | $101.9M |
| CPNJmc | 27 funds | $9.4M |
| CPSLLADDERED S&P 500 | 26 funds | $55.2M |
| CPSMthis pagemc | 25 funds | $25.7M |
| CPSDS&P 500 STRUCTU | 25 funds | $25.6M |
| CPSJS&P 500 STRUCTUR | 25 funds | $21.6M |
| CPRJmc | 22 funds | $10.5M |
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.