The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This stock page is the Follow view. The Build view lets your agent query CSM owners, fund changes, insider filings, and source links through REST or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/CSM"
Use Arkolith to show who owns CSM, which funds added or reduced it, and which SEC filings prove each claim.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | $28.6M | 381K | ▲+0.1% Added · +518 sh | Q1 2026 | |
| 2 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | $6.5M | 87K | ▼−0.3% Reduced · −306 sh | Q1 2026 | |
| 3 | Mutual Advisors, LLC | $3.9M | 52K | —Held | Q1 2026 | |
| 4 | HighPoint Advisor Group LLC | $3.7M | 49K | ▼−0.1% Reduced · −63 sh | Q1 2026 | |
| 5 | Kestra Advisory Services, LLC | $2.7M | 36K | ▼−0.1% Reduced · −20 sh | Q1 2026 | |
| 6 | LEAVELL INVESTMENT MANAGEMENT, INC. | $1.5M | 20K | —Held | Q1 2026 | |
| 7 | CreativeOne Wealth, LLC | $1.4M | 19K | ▲+29% Added · +4K sh | Q1 2026 | |
| 8 | Merit Financial Group, LLC | $1.3M | 17K | ▼−0.4% Reduced · −69 sh | Q1 2026 | |
| 9 | EVERGREEN CAPITAL MANAGEMENT LLC | $1.0M | 14K | —Held | Q1 2026 | |
| 10 | Prospera Financial Services Inc | $704K | 9K | ▲+2.6% Added · +240 sh | Q1 2026 | |
| 11 | MAI Capital Management | $649K | 9K | —Held | Q1 2026 | |
| 12 | Steward Partners Investment Advisory, LLC | $604K | 8K | ▼−3.8% Reduced · −320 sh | Q1 2026 | |
| 13 | FMR LLC | $554K | 7K | ▼−1.2% Reduced · −92 sh | Q1 2026 | |
| 14 | OPPENHEIMER & CO INC | $547K | 7K | ▼−1.3% Reduced · −99 sh | Q1 2026 | |
| 15 | Empower Advisory Group, LLC | $526K | 7K | —Held | Q1 2026 | |
| 16 | J.W. COLE ADVISORS, INC. | $475K | 6K | ▼−2.1% Reduced · −134 sh | Q1 2026 | |
| 17 | MML INVESTORS SERVICES, LLC | $406K | 5K | ▲+0.2% Added · +11 sh | Q1 2026 | |
| 18 | Clearstead Advisors, LLC | $355K | 5K | —Held | Q1 2026 | |
| 19 | Financial Engines Advisors L.L.C. | $329K | 4K | —Held | Q1 2026 | |
| 20 | STEPHENS INC /AR/ | $316K | 4K | ▼−1.8% Reduced · −78 sh | Q1 2026 | |
| 21 | NewEdge Advisors, LLC | $309K | 4K | ▲+0.3% Added · +12 sh | Q1 2026 | |
| 22 | KINGSWOOD WEALTH ADVISORS, LLC | $308K | 4K | ▼−2.2% Reduced · −94 sh | Q1 2026 | |
| 23 | Wealthcare Advisory Partners LLC | $303K | 4K | ▼−0.7% Reduced · −28 sh | Q1 2026 | |
| 24 | Cresset Asset Management, LLC | $297K | 4K | ▲+0.3% Added · +12 sh | Q1 2026 | |
| 25 | Equitable Holdings, Inc. | $269K | 3K | —Held | Q1 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.
No Form 4 insider transactions on file yet.
| Class | 13F holders | Value held |
|---|---|---|
| SSOcommon | 109 funds | $208.2M |
| QLDPSHS ULTRA QQQ | 99 funds | $196.8M |
| CSMthis pagePSHS LC COR PLUS | 57 funds | $194.4M |
| USDcommon | 36 funds | $59.7M |
| ROMcs | 36 funds | $25.7M |
| UWMcommon | 27 funds | $27.1M |
| DDMPSHS ULTRA DOW30 | 27 funds | $18.6M |
| SJBSHRT HGH YIELD | 19 funds | $67.3M |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
| Company | Co-held by | Combined value |
|---|---|---|
| APPLE INCAAPL | 29 funds | $10.6B |
| NVIDIA CORPNVDA | 29 funds | $8.7B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 29 funds | $8.5B |
| MICROSOFT CORPMSFT | 29 funds | $8.2B |
| AMAZON.COM INCAMZN | 29 funds | $6.4B |
| VANGUARD S&P 500 ETFVOO | 29 funds | $6.2B |
| ALPHABET INC-CL AGOOGL | 29 funds | $5.6B |
| VANGUARD FTSE EMERGING MARKEVWO | 29 funds | $4.9B |
| INVESCO QQQ TRUST SERIES 1QQQ | 29 funds | $3.9B |
| JPMORGAN CHASE & COJPM | 29 funds | $3.8B |
| ALPHABET INC-CL CGOOG | 29 funds | $3.8B |
| META PLATFORMS INC-CLASS AMETA | 29 funds | $3.6B |
Ranked by how many of CSM's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).
No filings captured for this ticker in the live stream yet.
13F holdings + Form 4 insider transactions + 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. Every panel above is one call to the Arkolith API & MCP server.