Among active 13F managers last quarter, 6 opened and 38 added, while 12 reduced; the largest holder to move was Gradient Investments LLC (+11%). No recent Form 4 insider filings for CSHI.
Funds lean in and no leg opposes.
122 tracked 13F filers disclose a position in CSHI as of the latest SEC 13F filings, a combined $431.6M 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 | Gradient Investments LLC | 565K | $28.2M | ▲+11% Added · +55K sh | Q2 2026 | |
| 2 | New England Private Wealth Advisors LLC | 518K | $25.8M | ▲+116% Added · +278K sh | Q2 2026 | |
| 3 | Retirement Planning Group, LLC | 439K | $21.8M | ▲+52% Added · +151K sh | Q2 2026 | |
| 4 | Atticus Wealth Management, LLC | 432K | $21.5M | ▲+28% Added · +96K sh | Q2 2026 | |
| 5 | LPL Financial LLC | 418K | $20.8M | ▲+29% Added · +93K sh | Q1 2026 | |
| 6 | Richard P Slaughter Associates Inc | 417K | $20.8M | ▼−40% Reduced · −274K sh | Q2 2026 | |
| 7 | Commonwealth Equity Services, LLC | 394K | $19.6M | ▲+2.9% Added · +11K sh | Q1 2026 | |
| 8 | Arkadios Wealth Advisors | 362K | $18.0M | ▲+5.1% Added · +18K sh | Q2 2026 | |
| 9 | Madden Securities Corp | 284K | $14.1M | ▲+9.2% Added · +24K sh | Q2 2026 | |
| 10 | Global View Capital Management LLC | 218K | $10.9M | ▲+443% Added · +178K sh | Q2 2026 | |
| 11 | Summit Financial, LLC | 217K | $10.8M | ▲+25% Added · +43K sh | Q2 2026 | |
| 12 | Stratos Wealth Partners, LTD. | 206K | $10.3M | ▲+11% Added · +21K sh | Q2 2026 | |
| 13 | MML Investors Services, LLC | 203K | $10.1M | ▲+37% Added · +55K sh | Q2 2026 | |
| 14 | Grantvest Financial Group LLC | 179K | $8.9M | ▲+1.8% Added · +3K sh | Q2 2026 | |
| 15 | Gainplan LLC | 174K | $8.7M | ▼−1.3% Reduced · −2K sh | Q2 2026 | |
| 16 | Owen LaRue, LLC | 170K | $8.4M | ▼−39% Reduced · −111K sh | Q2 2026 | |
| 17 | NewEdge Advisors, LLC | 162K | $8.1M | ▲+44% Added · +49K sh | Q2 2026 | |
| 18 | Able Wealth Management LLC | 161K | $8.0M | ▼−10% Reduced · −18K sh | Q2 2026 | |
| 19 | UBS Group AG | 161K | $8.0M | ▲27k× Added · +161K sh | Q1 2026 | |
| 20 | Compound Planning, Inc. | 149K | $7.4M | ▼−13% Reduced · −23K sh | Q2 2026 | |
| 21 | Independent Financial Group, LLC | 136K | $6.8M | ▲+2.5% Added · +3K sh | Q2 2026 | |
| 22 | Precision Wealth Strategies, LLC | 123K | $6.1M | ▼−28% Reduced · −48K sh | Q2 2026 | |
| 23 | Capital Investment Advisory Services, LLC | 121K | $6.0M | ▼−3.3% Reduced · −4K sh | Q2 2026 | |
| 24 | FSA Advisors, Inc. | 111K | $5.5M | ▲+4.8% Added · +5K sh | Q2 2026 | |
| 25 | Arax Advisory Partners | 109K | $5.4M | ▲+175% Added · +69K 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 38 added to an existing one, while 12 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 |
|---|---|---|
| Apple IncAAPL | 68 funds | $6.5B |
| Nvidia CorpNVDA | 68 funds | $5.2B |
| Microsoft CorpMSFT | 68 funds | $2.9B |
| JPMorgan Chase & CoJPM | 68 funds | $1.4B |
| Amazon.com IncAMZN | 67 funds | $2.9B |
| SS SPDR S&P 500 ETF Trust-USSPY | 66 funds | $2.8B |
| Invesco QQQ Trust Series 1QQQ | 66 funds | $2.2B |
| Berkshire Hathaway Inc-CL BBRK/B | 66 funds | $1.3B |
| Meta Platforms Inc-Class AMETA | 65 funds | $1.2B |
| Walmart IncWMT | 65 funds | $1.0B |
| Tesla IncTSLA | 65 funds | $954.9M |
| Alphabet Inc-CL CGOOG | 64 funds | $1.9B |
Ranked by how many of CSHI's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in CSHI.
No open-market insider transactions on file yet. Grants, gifts, and exercises live on the full insider page.
Where institutional funds (13F), corporate insiders (Form 4) and US House members (STOCK Act) are buying or selling the same name in the same window. Green is buying, red is selling.
Insiders and Congress: last 180 days. Funds: latest 13F, top 100 holders incl. passive
| Source | Buying | Selling | Net |
|---|---|---|---|
13F funds Top 100 holders by value, passive included; the hero counts active managers only | 65 | 22 | – |
Insiders Form 4 open-market | 0 | 0 | $0 |
US House STOCK Act trades | 0 | 0 | $0 |
Capital Rotation reports where institutional capital disclosed rotating, as of the latest public SEC 13F filings. It is data, not investment advice, a recommendation, or a prediction. Filings lag about 45 days and cover long US equity positions only. Past disclosed flows do not indicate future prices. Do your own research; consult a licensed advisor.
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.