Among active 13F managers last quarter, 7 opened and 2 added, while 1 reduced; the largest holder to move was Chicago Partners Investment Group LLC (−0.4%).
45 tracked 13F filers disclose a position in CSD as of the latest SEC 13F filings, a combined $44.9M 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 | Chicago Partners Investment Group LLC | 57K | $7.7M | ▼−0.4% Reduced · −216 sh | Q2 2026 | |
| 2 | Private Advisor Group, LLC | 46K | $6.8M | ▲+23% Added · +9K sh | Q2 2026 | |
| 3 | LPL Financial LLC | 28K | $3.2M | ▲+28% Added · +6K sh | Q1 2026 | |
| 4 | SBI Okasan Asset Management Co.Ltd. | 24K | $3.6M | ▲New +24K sh | Q2 2026 | |
| 5 | Bank Of America Corp | 19K | $2.2M | ▲+93% Added · +9K sh | Q1 2026 | |
| 6 | Del-Sette Capital Management, LLC | 17K | $2.6M | ▲+152% Added · +11K sh | Q2 2026 | |
| 7 | Institute for Wealth Management, LLC. | 16K | $2.4M | —Held | Q2 2026 | |
| 8 | NewEdge Advisors, LLC | 14K | $2.1M | ▲New +14K sh | Q2 2026 | |
| 9 | Osaic Holdings, Inc. | 12K | $1.4M | ▲11× Added · +11K sh | Q1 2026 | |
| 10 | Morgan Stanley | 11K | $1.2M | ▲+43% Added · +3K sh | Q1 2026 | |
| 11 | Ameriprise Financial Inc | 10K | $1.2M | ▲+250% Added · +7K sh | Q1 2026 | |
| 12 | Occidental Asset Management, LLC | 10K | $1.5M | —Held | Q2 2026 | |
| 13 | Sigma Planning Corp | 9K | $1.4M | ▲New +9K sh | Q2 2026 | |
| 14 | Phocas Financial Corp. | 7K | $1.1M | —Held | Q2 2026 | |
| 15 | Integrated Wealth Concepts LLC | 7K | $1.1M | ▲+90% Added · +3K sh | Q2 2026 | |
| 16 | Hikari Tsushin, Inc. | 5K | $734K | —Held | Q2 2026 | |
| 17 | Jones Financial Companies LLLP | 5K | $502K | ▲+549% Added · +4K sh | Q1 2026 | |
| 18 | First Manhattan Co. LLC. | 5K | $676K | —Held | Q2 2026 | |
| 19 | Commonwealth Equity Services, LLC | 4K | $454K | ▲+5.9% Added · +225 sh | Q1 2026 | |
| 20 | Jane Street Group, LLC | 4K | $401K | ▲New +4K sh | Q1 2026 | |
| 21 | Susquehanna International Group, LLP | 3K | $392K | ▼−19% Reduced · −840 sh | Q1 2026 | |
| 22 | Raymond James Financial Inc | 3K | $370K | ▲+32% Added · +799 sh | Q1 2026 | |
| 23 | HighTower Advisors, LLC | 3K | $317K | ▲~0% Added · +1 sh | Q1 2026 | |
| 24 | Fulcrum Equity Management | 2K | $349K | ▲+13% Added · +275 sh | Q2 2026 | |
| 25 | Citizens Financial Group Inc | 2K | $344K | —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, 7 funds opened a new position in CSD and 2 added to an existing one, while 1 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 |
|---|---|---|
| Microsoft CorpMSFT | 16 funds | $796.1M |
| Apple IncAAPL | 15 funds | $1.4B |
| Nvidia CorpNVDA | 15 funds | $1.3B |
| Alphabet Inc-CL AGOOGL | 15 funds | $814.3M |
| Amazon.com IncAMZN | 15 funds | $615.4M |
| Broadcom IncAVGO | 15 funds | $374.8M |
| Alphabet Inc-CL CGOOG | 15 funds | $350.3M |
| Berkshire Hathaway Inc-CL BBRK/B | 15 funds | $301.4M |
| Abbvie IncABBV | 15 funds | $195.5M |
| Costco Wholesale CorpCOST | 15 funds | $153.0M |
| SS SPDR S&P 500 ETF Trust-USSPY | 14 funds | $583.6M |
| Invesco QQQ Trust Series 1QQQ | 14 funds | $422.3M |
Ranked by how many of CSD's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in CSD.
| Class | 13F holders | Value held |
|---|---|---|
| RSPmc | 2096 funds | $54.3B |
| SPHQmc | 762 funds | $11.6B |
| PRFmc | 544 funds | $5.0B |
| XLGmc | 537 funds | $4.3B |
| PPAmc | 531 funds | $4.1B |
| RSPTcs | 460 funds | $2.1B |
| XMMOmc | 448 funds | $4.1B |
| XMHQmc | 397 funds | $3.3B |
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 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.