102 tracked 13F filers disclose a position in CSHI as of the latest SEC 13F filings, a combined $363.3M 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 | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Gradient Investments LLC | $28.2M | 565K | ▲+11% Added · +55K sh | Q2 2026 | |
| 2 | Retirement Planning Group, LLC | $21.8M | 439K | ▲+52% Added · +151K sh | Q2 2026 | |
| 3 | ATTICUS WEALTH MANAGEMENT, LLC | $21.5M | 432K | ▲+28% Added · +96K sh | Q2 2026 | |
| 4 | LPL Financial LLC | $20.8M | 418K | ▲+29% Added · +93K sh | Q1 2026 | |
| 5 | Richard P Slaughter Associates Inc | $20.8M | 417K | ▼−40% Reduced · −274K sh | Q2 2026 | |
| 6 | COMMONWEALTH EQUITY SERVICES, LLC | $19.6M | 394K | ▲+2.9% Added · +11K sh | Q1 2026 | |
| 7 | Arkadios Wealth Advisors | $17.1M | 344K | ▲+0.2% Added · +709 sh | Q1 2026 | |
| 8 | MADDEN SECURITIES Corp | $14.1M | 284K | ▲+9.2% Added · +24K sh | Q2 2026 | |
| 9 | Global View Capital Management LLC | $10.9M | 218K | ▲+443% Added · +178K sh | Q2 2026 | |
| 10 | Stratos Wealth Partners, LTD. | $9.2M | 185K | ▲+14% Added · +22K sh | Q1 2026 | |
| 11 | Gainplan LLC | $8.7M | 174K | ▼−1.3% Reduced · −2K sh | Q2 2026 | |
| 12 | Summit Financial, LLC | $8.6M | 174K | ▲+27% Added · +37K sh | Q1 2026 | |
| 13 | Owen LaRue, LLC | $8.4M | 170K | ▼−39% Reduced · −111K sh | Q2 2026 | |
| 14 | Able Wealth Management LLC | $8.0M | 161K | ▼−10% Reduced · −18K sh | Q2 2026 | |
| 15 | UBS Group AG | $8.0M | 161K | ▲27k× Added · +161K sh | Q1 2026 | |
| 16 | Compound Planning, Inc. | $7.4M | 149K | ▼−13% Reduced · −23K sh | Q2 2026 | |
| 17 | MML INVESTORS SERVICES, LLC | $7.4M | 148K | ▲+1.5% Added · +2K sh | Q1 2026 | |
| 18 | Integrated Wealth Concepts LLC | $6.9M | 139K | ▼−2.3% Reduced · −3K sh | Q1 2026 | |
| 19 | INDEPENDENT FINANCIAL GROUP, LLC | $6.8M | 136K | ▲+2.5% Added · +3K sh | Q2 2026 | |
| 20 | Capital Investment Advisory Services, LLC | $6.0M | 121K | ▼−3.3% Reduced · −4K sh | Q2 2026 | |
| 21 | NewEdge Advisors, LLC | $5.6M | 113K | ▼−14% Reduced · −19K sh | Q1 2026 | |
| 22 | Independent Wealth Advisors LLC | $5.3M | 106K | ▼−18% Reduced · −23K sh | Q2 2026 | |
| 23 | STIFEL FINANCIAL CORP | $4.6M | 92K | ▲+48% Added · +30K sh | Q1 2026 | |
| 24 | Apollon Wealth Management, LLC | $4.6M | 91K | ▲+181% Added · +59K sh | Q1 2026 | |
| 25 | True North Advisors, LLC | $3.6M | 72K | ▲+59% Added · +27K 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 CSHI and 31 added to an existing one, while 18 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 | 57 funds | $7.0B |
| APPLE INCAAPL | 57 funds | $5.7B |
| AMAZON.COM INCAMZN | 56 funds | $3.9B |
| MICROSOFT CORPMSFT | 56 funds | $3.3B |
| JPMORGAN CHASE & COJPM | 56 funds | $1.8B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 56 funds | $1.6B |
| BROADCOM INCAVGO | 55 funds | $2.3B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 55 funds | $2.2B |
| TESLA INCTSLA | 55 funds | $1.4B |
| CATERPILLAR INCCAT | 55 funds | $869.6M |
| META PLATFORMS INC-CLASS AMETA | 54 funds | $2.0B |
| WALMART INCWMT | 54 funds | $984.7M |
Ranked by how many of CSHI's institutional holders also hold each name, a cross-fund conviction signal.
No open-market insider transactions on file yet. Grants, gifts, and exercises live on the full insider page.
| Class | 13F holders | Value held |
|---|---|---|
| SPYImc | 330 funds | $1.4B |
| QQQImc | 268 funds | $968.3M |
| CSHIthis pagemc | 102 funds | $363.3M |
| IWMImc | 77 funds | $130.4M |
| QQQHmc | 73 funds | $60.4M |
| IAUImc | 45 funds | $40.6M |
| BTCImc | 43 funds | $22.4M |
| IYRImc | 35 funds | $36.4M |
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 CSHI
This stock 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/CSHI/capital-change-brief"
Use Arkolith's capital_change_brief for CSHI. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for CSHI. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.