Among active 13F managers last quarter, 5 opened and 7 added, while 14 reduced; the largest holder to move was Kayne Anderson Rudnick Investment Management LLC (+0.4%).
99 tracked 13F filers disclose a position in CSM as of the latest SEC 13F filings, a combined $262.9M 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 | Morgan Stanley | 825K | $61.7M | ▲+3.1% Added · +25K sh | Q1 2026 | |
| 2 | Kayne Anderson Rudnick Investment Management LLC | 382K | $32.6M | ▲+0.4% Added · +1K sh | Q2 2026 | |
| 3 | LPL Financial LLC | 292K | $21.9M | ▼−0.3% Reduced · −1K sh | Q1 2026 | |
| 4 | B. Riley Wealth Advisors, Inc. | 163K | $13.8M | ▼−1.0% Reduced · −2K sh | Q2 2026 | |
| 5 | Waterfront Wealth Inc. | 141K | $12.2M | ▲+4.9% Added · +7K sh | Q2 2026 | |
| 6 | Onyx Bridge Wealth Group LLC | 115K | $9.8M | ▼−0.1% Reduced · −133 sh | Q2 2026 | |
| 7 | Stifel Financial Corp | 102K | $7.6M | ▼−16% Reduced · −19K sh | Q1 2026 | |
| 8 | Envestnet Asset Management Inc | 100K | $7.5M | ▲+0.8% Added · +775 sh | Q1 2026 | |
| 9 | United Capital Financial Advisors, LLC | 86K | $7.3M | ▼−1.0% Reduced · −891 sh | Q2 2026 | |
| 10 | Wells Fargo & Company | 70K | $5.3M | ▲+7.4% Added · +5K sh | Q1 2026 | |
| 11 | Bank Of America Corp | 65K | $4.9M | ▼−6.3% Reduced · −4K sh | Q1 2026 | |
| 12 | Bank of New York Mellon Corp | 62K | $4.7M | ▼−19% Reduced · −14K sh | Q1 2026 | |
| 13 | Mutual Advisors, LLC | 52K | $4.5M | ▼~0% Reduced · −20 sh | Q2 2026 | |
| 14 | Legacy Private Trust Co. | 52K | $4.4M | ▼−4.3% Reduced · −2K sh | Q2 2026 | |
| 15 | HighPoint Advisor Group LLC | 49K | $4.2M | ▲+0.2% Added · +118 sh | Q2 2026 | |
| 16 | Raymond James Financial Inc | 48K | $3.6M | ▲+2.1% Added · +1K sh | Q1 2026 | |
| 17 | Gill Capital Partners, LLC | 44K | $3.7M | ▼−3.1% Reduced · −1K sh | Q2 2026 | |
| 18 | Mercer Global Advisors Inc | 41K | $3.1M | —Held | Q1 2026 | |
| 19 | Osaic Holdings, Inc. | 37K | $2.7M | ▼−25% Reduced · −12K sh | Q1 2026 | |
| 20 | Kestra Advisory Services, LLC | 34K | $2.9M | ▼−3.5% Reduced · −1K sh | Q2 2026 | |
| 21 | Baird Financial Group, Inc. | 34K | $2.5M | ▼−0.4% Reduced · −137 sh | Q1 2026 | |
| 22 | Cetera Investment Advisers | 33K | $2.5M | ▲+1.3% Added · +431 sh | Q1 2026 | |
| 23 | Cerity Partners LLC | 30K | $2.2M | ▼−0.8% Reduced · −231 sh | Q1 2026 | |
| 24 | Duncan Williams Asset Management, LLC | 29K | $2.5M | ▲~0% Added · +10 sh | Q2 2026 | |
| 25 | HCR Wealth Advisors | 26K | $2.2M | —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, 5 funds opened a new position in CSM and 7 added to an existing one, while 14 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 | 41 funds | $5.2B |
| Nvidia CorpNVDA | 41 funds | $5.2B |
| Amazon.com IncAMZN | 41 funds | $3.2B |
| Microsoft CorpMSFT | 41 funds | $2.5B |
| SS SPDR S&P 500 ETF Trust-USSPY | 41 funds | $2.5B |
| Broadcom IncAVGO | 41 funds | $1.8B |
| Tesla IncTSLA | 41 funds | $1.7B |
| Meta Platforms Inc-Class AMETA | 41 funds | $1.2B |
| Alphabet Inc-CL AGOOGL | 40 funds | $2.8B |
| Ishares Core S&P 500 ETFIVV | 40 funds | $2.5B |
| Berkshire Hathaway Inc-CL BBRK/B | 40 funds | $1.7B |
| Walmart IncWMT | 40 funds | $843.7M |
Ranked by how many of CSM's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in CSM.
| Class | 13F holders | Value held |
|---|---|---|
| SSOcommon | 222 funds | $1.5B |
| QLDUIT EXCHANGE TRADED | 203 funds | $1.6B |
| CSMthis pagePSHS LC COR PLUS | 99 funds | $262.9M |
| ROMcs | 76 funds | $91.4M |
| USDcommon | 55 funds | $168.4M |
| UWMcommon | 43 funds | $64.9M |
| DDMPSHS ULTRA DOW30 | 41 funds | $54.6M |
| MVVPSHS ULT MCAP400 | 22 funds | $13.1M |
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 CSM
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/CSM/capital-change-brief"
Use Arkolith's capital_change_brief for CSM. 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 CSM. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.