Among active 13F managers last quarter, 4 opened and 4 added, while 4 reduced; the largest holder to move was Clarendon Private LLC (−5.0%).
39 tracked 13F filers disclose a position in CSMD as of the latest SEC 13F filings, a combined $202.5M 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 | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Morgan Stanley | 1.6M | $48.5M | ▲+25% Added · +315K sh | Q1 2026 | |
| 2 | Glenview Trust Co | 1.2M | $37.2M | ▲+22% Added · +216K sh | Q1 2026 | |
| 3 | Rockefeller Capital Management L.P. | 898K | $27.6M | ▲+31% Added · +212K sh | Q1 2026 | |
| 4 | Envestnet Asset Management Inc | 822K | $25.3M | ▲+30% Added · +190K sh | Q1 2026 | |
| 5 | Osaic Holdings, Inc. | 382K | $11.7M | ▲+9.2% Added · +32K sh | Q1 2026 | |
| 6 | Beacon Bank & Trust | 213K | $7.8M | ▲+17% Added · +32K sh | Q2 2026 | |
| 7 | Stifel Financial Corp | 207K | $6.3M | ▲+93% Added · +100K sh | Q1 2026 | |
| 8 | HighTower Advisors, LLC | 187K | $5.7M | ▲New +187K sh | Q1 2026 | |
| 9 | Brooklyn Investment Group | 142K | $4.3M | ▼−16% Reduced · −27K sh | Q1 2026 | |
| 10 | Integrated Wealth Concepts LLC | 142K | $5.2M | ▼−0.1% Reduced · −154 sh | Q2 2026 | |
| 11 | Clarendon Private LLC | 132K | $4.8M | ▼−5.0% Reduced · −7K sh | Q2 2026 | |
| 12 | Congress Asset Management Co | 109K | $3.4M | ▲+33% Added · +27K sh | Q1 2026 | |
| 13 | Jones Financial Companies LLLP | 87K | $2.6M | ▲+117% Added · +47K sh | Q1 2026 | |
| 14 | Mgo One Seven LLC | 74K | $2.7M | ▼−84% Reduced · −391K sh | Q2 2026 | |
| 15 | Jane Street Group, LLC | 38K | $1.2M | ▲+123% Added · +21K sh | Q1 2026 | |
| 16 | Apollon Wealth Management, LLC | 35K | $1.1M | ▲+9.9% Added · +3K sh | Q1 2026 | |
| 17 | Portside Wealth Group, LLC | 25K | $902K | ▼−71% Reduced · −60K sh | Q2 2026 | |
| 18 | Diversify Wealth Management, LLC | 24K | $810K | ▼−28% Reduced · −9K sh | Q2 2026 | |
| 19 | Diversify Advisory Services, LLC | 24K | $810K | ▲Added Added · +24K sh | Q2 2026 | |
| 20 | GK Wealth Management LLC | 20K | $729K | ▲New +20K sh | Q2 2026 | |
| 21 | Norden Group LLC | 16K | $593K | ▲+0.3% Added · +55 sh | Q2 2026 | |
| 22 | Orion Porfolio Solutions, LLC | 15K | $532K | ▼−1.9% Reduced · −284 sh | Q2 2026 | |
| 23 | Goldman Sachs Group Inc | 13K | $401K | ▲New +13K sh | Q1 2026 | |
| 24 | Aptus Capital Advisors, LLC | 12K | $449K | ▲+26% Added · +3K sh | Q2 2026 | |
| 25 | LPL Financial LLC | 11K | $347K | ▼−46% 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, 4 funds opened a new position in CSMD and 4 added to an existing one, while 4 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 |
|---|---|---|
| Nvidia CorpNVDA | 14 funds | $36.8B |
| Apple IncAAPL | 14 funds | $29.0B |
| Microsoft CorpMSFT | 14 funds | $24.9B |
| Amazon.com IncAMZN | 14 funds | $16.4B |
| Broadcom IncAVGO | 14 funds | $12.9B |
| Alphabet Inc-CL CGOOG | 14 funds | $9.4B |
| Meta Platforms Inc-Class AMETA | 14 funds | $7.8B |
| JPMorgan Chase & CoJPM | 14 funds | $6.1B |
| Johnson & JohnsonJNJ | 14 funds | $5.1B |
| Visa Inc-Class A SharesV | 14 funds | $4.7B |
| Berkshire Hathaway Inc-CL BBRK/B | 14 funds | $4.6B |
| Walmart IncWMT | 14 funds | $3.7B |
Ranked by how many of CSMD's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in CSMD.
| Class | 13F holders | Value held |
|---|---|---|
| AKREmc | 410 funds | $2.1B |
| CSMDthis pageFUND | 39 funds | $202.5M |
| CAFXEXCHANGE TRADED FDS-OTHER | 19 funds | $139.7M |
| WAGNPABRAI WAGONS ET | 16 funds | $7.6M |
| CAMLFUND | 12 funds | $18.3M |
| 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.