87 tracked 13F filers disclose a position in CSM as of the latest SEC 13F filings, a combined $249.5M 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 | MORGAN STANLEY | $61.7M | 825K | ▲+3.1% Added · +25K sh | Q1 2026 | |
| 2 | KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | $28.6M | 381K | ▲+0.1% Added · +518 sh | Q1 2026 | |
| 3 | LPL Financial LLC | $21.9M | 292K | ▼−0.3% Reduced · −1K sh | Q1 2026 | |
| 4 | B. Riley Wealth Advisors, Inc. | $13.8M | 163K | ▼−1.0% Reduced · −2K sh | Q2 2026 | |
| 5 | Waterfront Wealth Inc. | $12.2M | 141K | ▲+4.9% Added · +7K sh | Q2 2026 | |
| 6 | Onyx Bridge Wealth Group LLC | $9.8M | 115K | ▼−0.1% Reduced · −133 sh | Q2 2026 | |
| 7 | STIFEL FINANCIAL CORP | $7.6M | 102K | ▼−16% Reduced · −19K sh | Q1 2026 | |
| 8 | ENVESTNET ASSET MANAGEMENT INC | $7.5M | 100K | ▲+0.8% Added · +775 sh | Q1 2026 | |
| 9 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | $6.5M | 87K | ▼−0.3% Reduced · −306 sh | Q1 2026 | |
| 10 | WELLS FARGO & COMPANY/MN | $5.3M | 70K | ▲+7.4% Added · +5K sh | Q1 2026 | |
| 11 | BANK OF AMERICA CORP /DE/ | $4.9M | 65K | ▼−6.3% Reduced · −4K sh | Q1 2026 | |
| 12 | Bank of New York Mellon Corp | $4.7M | 62K | ▼−19% Reduced · −14K sh | Q1 2026 | |
| 13 | Mutual Advisors, LLC | $3.9M | 52K | —Held | Q1 2026 | |
| 14 | Legacy Private Trust Co. | $4.4M | 52K | ▼−4.3% Reduced · −2K sh | Q2 2026 | |
| 15 | HighPoint Advisor Group LLC | $4.2M | 49K | ▲+0.2% Added · +118 sh | Q2 2026 | |
| 16 | RAYMOND JAMES FINANCIAL INC | $3.6M | 48K | ▲+2.1% Added · +1K sh | Q1 2026 | |
| 17 | MERCER GLOBAL ADVISORS INC /ADV | $3.1M | 41K | —Held | Q1 2026 | |
| 18 | OSAIC HOLDINGS, INC. | $2.7M | 37K | ▼−25% Reduced · −12K sh | Q1 2026 | |
| 19 | Kestra Advisory Services, LLC | $2.9M | 34K | ▼−3.5% Reduced · −1K sh | Q2 2026 | |
| 20 | Baird Financial Group, Inc. | $2.5M | 34K | ▼−0.4% Reduced · −137 sh | Q1 2026 | |
| 21 | Cetera Investment Advisers | $2.5M | 33K | ▲+1.3% Added · +431 sh | Q1 2026 | |
| 22 | Cerity Partners LLC | $2.2M | 30K | ▼−0.8% Reduced · −231 sh | Q1 2026 | |
| 23 | Duncan Williams Asset Management, LLC | $2.5M | 29K | ▲~0% Added · +10 sh | Q2 2026 | |
| 24 | HCR Wealth Advisors | $2.2M | 26K | —Held | Q2 2026 | |
| 25 | Merit Financial Group, LLC | $1.7M | 20K | ▲+14% Added · +2K 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, 1 fund opened a new position in CSM and 7 added to an existing one, while 11 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 |
|---|---|---|
| APPLE INCAAPL | 29 funds | $5.6B |
| NVIDIA CORPNVDA | 29 funds | $5.6B |
| AMAZON.COM INCAMZN | 29 funds | $3.4B |
| MICROSOFT CORPMSFT | 29 funds | $3.0B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 29 funds | $2.3B |
| BROADCOM INCAVGO | 29 funds | $2.0B |
| TESLA INCTSLA | 29 funds | $1.8B |
| COSTCO WHOLESALE CORPCOST | 29 funds | $1.4B |
| META PLATFORMS INC-CLASS AMETA | 29 funds | $1.4B |
| WALMART INCWMT | 29 funds | $1.0B |
| VISA INC-CLASS A SHARESV | 29 funds | $724.4M |
| ADVANCED MICRO DEVICESAMD | 29 funds | $688.3M |
Ranked by how many of CSM's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| SSOcommon | 195 funds | $1.4B |
| QLDSTOK | 170 funds | $1.4B |
| CSMthis pagePSHS LC COR PLUS | 87 funds | $249.5M |
| ROMcs | 59 funds | $60.4M |
| USDcommon | 42 funds | $69.6M |
| UWMcommon | 41 funds | $61.7M |
| DDMPSHS ULTRA DOW30 | 40 funds | $55.1M |
| MVVPSHS ULT MCAP400 | 20 funds | $9.9M |
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.