38 tracked 13F filers disclose a position in CSD as of the latest SEC 13F filings, a combined $38.4M 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 | Chicago Partners Investment Group LLC | $7.7M | 57K | ▼−0.4% Reduced · −216 sh | Q2 2026 | |
| 2 | Private Advisor Group, LLC | $6.8M | 46K | ▲+23% Added · +9K sh | Q2 2026 | |
| 3 | LPL Financial LLC | $3.2M | 28K | ▲+28% Added · +6K sh | Q1 2026 | |
| 4 | SBI Okasan Asset Management Co.Ltd. | $3.6M | 24K | ▲New +24K sh | Q2 2026 | |
| 5 | BANK OF AMERICA CORP /DE/ | $2.2M | 19K | ▲+93% Added · +9K sh | Q1 2026 | |
| 6 | Del-Sette Capital Management, LLC | $2.6M | 17K | ▲+152% Added · +11K sh | Q2 2026 | |
| 7 | Institute for Wealth Management, LLC. | $2.4M | 16K | —Held | Q2 2026 | |
| 8 | OSAIC HOLDINGS, INC. | $1.4M | 12K | ▲11× Added · +11K sh | Q1 2026 | |
| 9 | MORGAN STANLEY | $1.2M | 11K | ▲+43% Added · +3K sh | Q1 2026 | |
| 10 | AMERIPRISE FINANCIAL INC | $1.2M | 10K | ▲+250% Added · +7K sh | Q1 2026 | |
| 11 | Phocas Financial Corp. | $1.1M | 7K | —Held | Q2 2026 | |
| 12 | JONES FINANCIAL COMPANIES LLLP | $502K | 5K | ▲+549% Added · +4K sh | Q1 2026 | |
| 13 | FIRST MANHATTAN CO. LLC. | $509K | 5K | —Held | Q1 2026 | |
| 14 | COMMONWEALTH EQUITY SERVICES, LLC | $454K | 4K | ▲+5.9% Added · +225 sh | Q1 2026 | |
| 15 | Integrated Wealth Concepts LLC | $431K | 4K | ▲New +4K sh | Q1 2026 | |
| 16 | JANE STREET GROUP, LLC | $401K | 4K | ▲New +4K sh | Q1 2026 | |
| 17 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $392K | 3K | ▼−19% Reduced · −840 sh | Q1 2026 | |
| 18 | RAYMOND JAMES FINANCIAL INC | $370K | 3K | ▲+32% Added · +799 sh | Q1 2026 | |
| 19 | HighTower Advisors, LLC | $317K | 3K | ▲~0% Added · +1 sh | Q1 2026 | |
| 20 | Fulcrum Equity Management | $349K | 2K | ▲+13% Added · +275 sh | Q2 2026 | |
| 21 | CITIZENS FINANCIAL GROUP INC/RI | $259K | 2K | —Held | Q1 2026 | |
| 22 | CITADEL ADVISORS LLC | $220K | 2K | ▲New +2K sh | Q1 2026 | |
| 23 | Cetera Investment Advisers | $203K | 2K | ▲New +2K sh | Q1 2026 | |
| 24 | FIRST NATIONAL BANK SIOUX FALLS | $219K | 2K | —Held | Q2 2026 | |
| 25 | Freestone Capital Holdings, LLC | $202K | 1K | ▲New +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, 5 funds opened a new position in CSD and 2 added to an existing one, while 1 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 | 12 funds | $4.1B |
| APPLE INCAAPL | 12 funds | $2.3B |
| AMAZON.COM INCAMZN | 12 funds | $2.1B |
| MICROSOFT CORPMSFT | 12 funds | $1.6B |
| BROADCOM INCAVGO | 12 funds | $1.3B |
| ALPHABET INC-CL CGOOG | 12 funds | $904.6M |
| ALPHABET INC-CL AGOOGL | 11 funds | $1.3B |
| META PLATFORMS INC-CLASS AMETA | 11 funds | $1.3B |
| JPMORGAN CHASE & COJPM | 11 funds | $960.8M |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 11 funds | $799.1M |
| COSTCO WHOLESALE CORPCOST | 11 funds | $661.2M |
| SS SPDR S&P 500 ETF TRUST-USSPY | 11 funds | $637.7M |
Ranked by how many of CSD'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 CSD
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/CSD/capital-change-brief"
Use Arkolith's capital_change_brief for CSD. 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 CSD. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.