14 tracked 13F filers disclose a position in CSEN as of the latest SEC 13F filings, a combined $51.2M 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 | Tanglewood Wealth Management, Inc. | $31.6M | 1.3M | ▲New +1.3M sh | Q2 2026 | |
| 2 | Blume Capital Management, Inc. | $7.2M | 305K | ▲New +305K sh | Q2 2026 | |
| 3 | ForthRight Wealth Management, LLC | $4.0M | 168K | ▲New +168K sh | Q2 2026 | |
| 4 | Arkadios Wealth Advisors | $2.5M | 104K | ▲New +104K sh | Q2 2026 | |
| 5 | BLVD Private Wealth, LLC | $2.2M | 93K | ▲New +93K sh | Q2 2026 | |
| 6 | Range Advisory, LLC | $997K | 42K | ▲New +42K sh | Q2 2026 | |
| 7 | FIFTH THIRD SECURITIES, INC. | $618K | 26K | ▲New +26K sh | Q2 2026 | |
| 8 | Merit Financial Group, LLC | $543K | 23K | ▲New +23K sh | Q2 2026 | |
| 9 | MTM FINANCIAL GROUP, LLC | $445K | 19K | ▲New +19K sh | Q2 2026 | |
| 10 | INDEPENDENT FINANCIAL GROUP, LLC | $312K | 13K | ▲New +13K sh | Q2 2026 | |
| 11 | Pettinga Financial Advisors LLC | $269K | 11K | ▲New +11K sh | Q2 2026 | |
| 12 | Gilman Hill Asset Management, LLC | $250K | 11K | ▲New +11K sh | Q2 2026 | |
| 13 | O'SHAUGHNESSY ASSET MANAGEMENT, LLC | $248K | 10K | ▲New +10K sh | Q2 2026 | |
| 14 | IFP Advisors, Inc | $109K | 5K | ▲New +5K 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, 9 funds opened a new position in CSEN, 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 |
|---|---|---|
| ISHARES CORE S&P 500 ETFIVV | 8 funds | $509.9M |
| SS SPDR S&P 500 ETF TRUST-USSPY | 8 funds | $389.7M |
| SPDR GOLD SHARESGLD | 8 funds | $76.7M |
| APPLE INCAAPL | 7 funds | $1.8B |
| MICROSOFT CORPMSFT | 7 funds | $790.0M |
| VANGUARD GROWTH ETFVUG | 7 funds | $578.1M |
| INVESCO QQQ TRUST SERIES 1QQQ | 7 funds | $537.8M |
| MICRON TECHNOLOGY INCMU | 7 funds | $501.7M |
| VANGUARD S&P 500 ETFVOO | 7 funds | $415.9M |
| JPMORGAN CHASE & COJPM | 7 funds | $345.3M |
| ELI LILLY & COLLY | 7 funds | $305.4M |
| VANGUARD VALUE ETFVTV | 7 funds | $287.5M |
Ranked by how many of CSEN's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| CSREmc | 78 funds | $254.3M |
| CSPFmc | 37 funds | $133.4M |
| CSNRmc | 27 funds | $59.1M |
| CSENthis pagemc | 14 funds | $51.2M |
| CSIOINFRASTRUCTURE | 11 funds | $16.2M |
| 19249U401mc | 8 funds | $17.6M |
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 CSEN
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/CSEN/capital-change-brief"
Use Arkolith's capital_change_brief for CSEN. 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 CSEN. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.