Among active 13F managers last quarter, 3 opened and 16 added, while 2 reduced; the largest holder to move was Townsend & Associates, Inc (+2.6%).
37 tracked 13F filers disclose a position in CSPF as of the latest SEC 13F filings, a combined $133.7M 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 | Townsend & Associates, Inc | 1.3M | $34.4M | ▲+2.6% Added · +33K sh | Q2 2026 | |
| 2 | Oak Harvest Investment Services | 554K | $14.4M | ▲+119% Added · +301K sh | Q2 2026 | |
| 3 | Exchange Traded Concepts, LLC | 402K | $10.5M | ▲+7.8% Added · +29K sh | Q2 2026 | |
| 4 | Allworth Financial LP | 390K | $10.0M | ▲+15% Added · +49K sh | Q1 2026 | |
| 5 | Fortem Financial Group, LLC | 344K | $9.0M | ▲+3.1% Added · +10K sh | Q2 2026 | |
| 6 | Rockefeller Capital Management L.P. | 332K | $8.5M | ▲New +332K sh | Q1 2026 | |
| 7 | Envestnet Asset Management Inc | 261K | $6.7M | ▲New +261K sh | Q1 2026 | |
| 8 | Daymark Wealth Partners, LLC | 229K | $6.0M | ▲+7.2% Added · +15K sh | Q2 2026 | |
| 9 | Steward Partners Investment Advisory, LLC | 179K | $4.7M | ▲+20% Added · +30K sh | Q2 2026 | |
| 10 | RFG Advisory, LLC | 151K | $3.9M | ▲+7.5% Added · +11K sh | Q2 2026 | |
| 11 | HighTower Advisors, LLC | 146K | $3.7M | ▲+2.5% Added · +4K sh | Q1 2026 | |
| 12 | Osaic Holdings, Inc. | 93K | $2.4M | ▼−43% Reduced · −70K sh | Q1 2026 | |
| 13 | Sanctuary Advisors, LLC | 92K | $2.4M | ▲+4.1% Added · +4K sh | Q2 2026 | |
| 14 | Wealth Enhancement Advisory Services, LLC | 59K | $1.5M | ▲+30% Added · +14K sh | Q2 2026 | |
| 15 | Blue Edge Capital, LLC | 59K | $1.5M | ▲New +59K sh | Q2 2026 | |
| 16 | Embree Financial Group | 53K | $1.4M | ▲+298% Added · +40K sh | Q2 2026 | |
| 17 | Kestra Advisory Services, LLC | 48K | $1.2M | ▼−6.1% Reduced · −3K sh | Q2 2026 | |
| 18 | Maridea Wealth Management LLC | 48K | $1.2M | ▲+3.1% Added · +1K sh | Q2 2026 | |
| 19 | Financial Insights, Inc. | 47K | $1.2M | ▼−2.2% Reduced · −1K sh | Q2 2026 | |
| 20 | Jane Street Group, LLC | 45K | $1.2M | ▼−56% Reduced · −58K sh | Q1 2026 | |
| 21 | McCarter Private Wealth Services LLC | 45K | $1.2M | ▼−17% Reduced · −9K sh | Q2 2026 | |
| 22 | Wealth Alliance, LLC | 36K | $929K | ▲+28% Added · +8K sh | Q2 2026 | |
| 23 | Key FInancial Inc | 28K | $723K | ▲+51% Added · +9K sh | Q2 2026 | |
| 24 | Sigma Planning Corp | 27K | $711K | ▲+0.1% Added · +23 sh | Q2 2026 | |
| 25 | Mariner, LLC | 22K | $559K | ▲+9.8% Added · +2K 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, 3 funds opened a new position in CSPF and 16 added to an existing one, while 2 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 | 21 funds | $1.3B |
| Microsoft CorpMSFT | 21 funds | $728.9M |
| Nvidia CorpNVDA | 20 funds | $1.1B |
| Amazon.com IncAMZN | 20 funds | $710.2M |
| Alphabet Inc-CL AGOOGL | 20 funds | $528.9M |
| SS SPDR S&P 500 ETF Trust-USSPY | 20 funds | $449.1M |
| Alphabet Inc-CL CGOOG | 20 funds | $406.0M |
| JPMorgan Chase & CoJPM | 20 funds | $271.0M |
| Berkshire Hathaway Inc-CL BBRK/B | 20 funds | $252.5M |
| Johnson & JohnsonJNJ | 20 funds | $176.6M |
| Abbvie IncABBV | 20 funds | $136.0M |
| Vanguard S&P 500 ETFVOO | 19 funds | $738.7M |
Ranked by how many of CSPF's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in CSPF.
| Class | 13F holders | Value held |
|---|---|---|
| CSREmc | 81 funds | $269.4M |
| CSPFthis pagemc | 37 funds | $133.7M |
| CSNRmc | 27 funds | $59.5M |
| CSENmc | 18 funds | $56.6M |
| CSIOINFRASTRUCTURE | 12 funds | $16.8M |
| CSSDmc | 8 funds | $17.6M |
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 CSPF
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/CSPF/capital-change-brief"
Use Arkolith's capital_change_brief for CSPF. 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 CSPF. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.