35 tracked 13F filers disclose a position in CSMD as of the latest SEC 13F filings, a combined $200.2M 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 | $48.5M | 1.6M | ▲+25% Added · +315K sh | Q1 2026 | |
| 2 | Glenview Trust Co | $37.2M | 1.2M | ▲+22% Added · +216K sh | Q1 2026 | |
| 3 | Rockefeller Capital Management L.P. | $27.6M | 898K | ▲+31% Added · +212K sh | Q1 2026 | |
| 4 | ENVESTNET ASSET MANAGEMENT INC | $25.3M | 822K | ▲+30% Added · +190K sh | Q1 2026 | |
| 5 | OSAIC HOLDINGS, INC. | $11.7M | 382K | ▲+9.2% Added · +32K sh | Q1 2026 | |
| 6 | Beacon Bank & Trust | $7.8M | 213K | ▲+17% Added · +32K sh | Q2 2026 | |
| 7 | STIFEL FINANCIAL CORP | $6.3M | 207K | ▲+93% Added · +100K sh | Q1 2026 | |
| 8 | HighTower Advisors, LLC | $5.7M | 187K | ▲New +187K sh | Q1 2026 | |
| 9 | Integrated Wealth Concepts LLC | $4.4M | 142K | ▲+16% Added · +19K sh | Q1 2026 | |
| 10 | Brooklyn Investment Group | $4.3M | 142K | ▼−16% Reduced · −27K sh | Q1 2026 | |
| 11 | Clarendon Private LLC | $4.8M | 132K | ▼−5.0% Reduced · −7K sh | Q2 2026 | |
| 12 | CONGRESS ASSET MANAGEMENT CO | $3.4M | 109K | ▲+33% Added · +27K sh | Q1 2026 | |
| 13 | JONES FINANCIAL COMPANIES LLLP | $2.6M | 87K | ▲+117% Added · +47K sh | Q1 2026 | |
| 14 | MGO ONE SEVEN LLC | $2.7M | 74K | ▼−84% Reduced · −391K sh | Q2 2026 | |
| 15 | JANE STREET GROUP, LLC | $1.2M | 38K | ▲+123% Added · +21K sh | Q1 2026 | |
| 16 | Apollon Wealth Management, LLC | $1.1M | 35K | ▲+9.9% Added · +3K sh | Q1 2026 | |
| 17 | Portside Wealth Group, LLC | $902K | 25K | ▼−71% Reduced · −60K sh | Q2 2026 | |
| 18 | DIVERSIFY WEALTH MANAGEMENT, LLC | $810K | 24K | ▼−28% Reduced · −9K sh | Q2 2026 | |
| 19 | GK Wealth Management LLC | $729K | 20K | ▲New +20K sh | Q2 2026 | |
| 20 | NORDEN GROUP LLC | $593K | 16K | ▲+0.3% Added · +55 sh | Q2 2026 | |
| 21 | Orion Porfolio Solutions, LLC | $456K | 15K | ▲+126% Added · +8K sh | Q1 2026 | |
| 22 | GOLDMAN SACHS GROUP INC | $401K | 13K | ▲New +13K sh | Q1 2026 | |
| 23 | LPL Financial LLC | $347K | 11K | ▼−46% Reduced · −10K sh | Q1 2026 | |
| 24 | Aptus Capital Advisors, LLC | $301K | 10K | ▲+23% Added · +2K sh | Q1 2026 | |
| 25 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $212K | 7K | ▼−59% Reduced · −10K sh | 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.
Last quarter, 2 funds opened a new position in CSMD and 4 added to an existing one, while 3 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 |
|---|---|---|
| NVIDIA CORPNVDA | 11 funds | $36.2B |
| APPLE INCAAPL | 11 funds | $28.3B |
| MICROSOFT CORPMSFT | 11 funds | $24.5B |
| AMAZON.COM INCAMZN | 11 funds | $16.1B |
| ALPHABET INC-CL AGOOGL | 11 funds | $13.8B |
| BROADCOM INCAVGO | 11 funds | $12.7B |
| ALPHABET INC-CL CGOOG | 11 funds | $9.2B |
| META PLATFORMS INC-CLASS AMETA | 11 funds | $7.7B |
| TESLA INCTSLA | 11 funds | $7.5B |
| ELI LILLY & COLLY | 11 funds | $6.9B |
| JPMORGAN CHASE & COJPM | 11 funds | $5.9B |
| JOHNSON & JOHNSONJNJ | 11 funds | $5.0B |
Ranked by how many of CSMD's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| AKREmc | 356 funds | $2.4B |
| CSMDthis pageMF Closed and MF Open | 35 funds | $200.2M |
| CAFXEXCHANGE TRADED FDS-OTHER | 18 funds | $139.4M |
| WAGNPABRAI WAGONS ET | 14 funds | $7.4M |
| CAMLFUND | 12 funds | $18.2M |
| 74316P710COM | 1 funds | $980K |
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 CSMD
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/CSMD/capital-change-brief"
Use Arkolith's capital_change_brief for CSMD. 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 CSMD. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.