Among active 13F managers last quarter, 6 opened and 3 added, while none reduced or exited; the largest holder to move was Brookwood Investment Group LLC (new position).
12 tracked 13F filers disclose a position in CSIO as of the latest SEC 13F filings, a combined $16.8M 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 | Centurion Wealth Management LLC | 160K | $4.6M | ▼−9.6% Reduced · −17K sh | Q2 2026 | |
| 2 | Brookwood Investment Group LLC | 108K | $3.1M | ▲New +108K sh | Q2 2026 | |
| 3 | Builder Investment Group Inc | 100K | $2.8M | ▲+12% Added · +11K sh | Q2 2026 | |
| 4 | RFG Advisory, LLC | 62K | $1.8M | ▲New +62K sh | Q2 2026 | |
| 5 | Sigma Planning Corp | 39K | $1.1M | ▲+0.3% Added · +128 sh | Q2 2026 | |
| 6 | Financial Management Network Inc | 32K | $923K | ▲New +32K sh | Q2 2026 | |
| 7 | United Advisor Group, LLC | 24K | $686K | ▲+100% Added · +12K sh | Q2 2026 | |
| 8 | Citadel Advisors LLC | 22K | $638K | ▲New +22K sh | Q2 2026 | |
| 9 | Alchemi Wealth, LLC | 20K | $585K | ▲+124% Added · +11K sh | Q2 2026 | |
| 10 | Commonwealth Equity Services, LLC | 14K | $391K | ▲New +14K sh | Q1 2026 | |
| 11 | Cordgrass Capital Advisors, LLC | 7K | $210K | ▲New +7K sh | Q2 2026 | |
| 12 | IMA Advisory Services, Inc. | 783 | $22K | ▲New +783 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 CSIO and 3 added to an existing one, while none reduced or exited. 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 |
|---|---|---|
| Ishares Core S&P 500 ETFIVV | 9 funds | $13.6B |
| Nvidia CorpNVDA | 9 funds | $2.8B |
| Amazon.com IncAMZN | 9 funds | $2.8B |
| Apple IncAAPL | 9 funds | $2.5B |
| Microsoft CorpMSFT | 9 funds | $1.5B |
| Eli Lilly & CoLLY | 9 funds | $1.2B |
| Alphabet Inc-CL AGOOGL | 9 funds | $1.2B |
| Alphabet Inc-CL CGOOG | 9 funds | $997.6M |
| Abbvie IncABBV | 9 funds | $830.5M |
| JPMorgan Chase & CoJPM | 9 funds | $776.9M |
| Coca-Cola CoKO | 9 funds | $664.7M |
| Intel CorpINTC | 9 funds | $612.7M |
Ranked by how many of CSIO's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in CSIO.
| Class | 13F holders | Value held |
|---|---|---|
| CSREmc | 81 funds | $269.4M |
| CSPFmc | 37 funds | $133.7M |
| CSNRmc | 27 funds | $59.5M |
| CSENmc | 18 funds | $56.6M |
| CSIOthis pageINFRASTRUCTURE | 12 funds | $16.8M |
| CSSDmc | 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 CSIO
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/CSIO/capital-change-brief"
Use Arkolith's capital_change_brief for CSIO. 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 CSIO. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.