31 tracked 13F filers disclose a position in CSPF as of the latest SEC 13F filings, a combined $128.3M 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 | Townsend & Associates, Inc | $34.4M | 1.3M | ▲+2.6% Added · +33K sh | Q2 2026 | |
| 2 | Oak Harvest Investment Services | $14.4M | 554K | ▲+119% Added · +301K sh | Q2 2026 | |
| 3 | EXCHANGE TRADED CONCEPTS, LLC | $10.5M | 402K | ▲+7.8% Added · +29K sh | Q2 2026 | |
| 4 | Allworth Financial LP | $10.0M | 390K | ▲+15% Added · +49K sh | Q1 2026 | |
| 5 | FORTEM FINANCIAL GROUP, LLC | $9.0M | 344K | ▲+3.1% Added · +10K sh | Q2 2026 | |
| 6 | Rockefeller Capital Management L.P. | $8.5M | 332K | ▲New +332K sh | Q1 2026 | |
| 7 | ENVESTNET ASSET MANAGEMENT INC | $6.7M | 261K | ▲New +261K sh | Q1 2026 | |
| 8 | DAYMARK WEALTH PARTNERS, LLC | $6.0M | 229K | ▲+7.2% Added · +15K sh | Q2 2026 | |
| 9 | RFG Advisory, LLC | $3.9M | 151K | ▲+7.5% Added · +11K sh | Q2 2026 | |
| 10 | Steward Partners Investment Advisory, LLC | $3.8M | 149K | ▲+369% Added · +117K sh | Q1 2026 | |
| 11 | HighTower Advisors, LLC | $3.7M | 146K | ▲+2.5% Added · +4K sh | Q1 2026 | |
| 12 | OSAIC HOLDINGS, INC. | $2.4M | 93K | ▼−43% Reduced · −70K sh | Q1 2026 | |
| 13 | Sanctuary Advisors, LLC | $2.3M | 89K | ▲+13% Added · +10K sh | Q1 2026 | |
| 14 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $1.5M | 59K | ▲+30% Added · +14K sh | Q2 2026 | |
| 15 | Embree Financial Group | $1.4M | 53K | ▲+298% Added · +40K sh | Q2 2026 | |
| 16 | Financial Insights, Inc. | $1.2M | 48K | ▲+13% Added · +6K sh | Q1 2026 | |
| 17 | Kestra Advisory Services, LLC | $1.2M | 48K | ▼−6.1% Reduced · −3K sh | Q2 2026 | |
| 18 | JANE STREET GROUP, LLC | $1.2M | 45K | ▼−56% Reduced · −58K sh | Q1 2026 | |
| 19 | MCCARTER PRIVATE WEALTH SERVICES LLC | $1.2M | 45K | ▼−17% Reduced · −9K sh | Q2 2026 | |
| 20 | Key FInancial Inc | $723K | 28K | ▲+51% Added · +9K sh | Q2 2026 | |
| 21 | Sigma Planning Corp | $699K | 27K | ▲+13% Added · +3K sh | Q1 2026 | |
| 22 | Mariner, LLC | $559K | 22K | ▲+9.8% Added · +2K sh | Q1 2026 | |
| 23 | Auour Investments LLC | $566K | 22K | ▲+1.3% Added · +284 sh | Q2 2026 | |
| 24 | Prospera Financial Services Inc | $561K | 22K | ▲+23% Added · +4K sh | Q2 2026 | |
| 25 | COMMONWEALTH EQUITY SERVICES, LLC | $469K | 18K | ▲New +18K 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, 1 fund opened a new position in CSPF and 15 added to an existing one, while 1 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 | 17 funds | $1.0B |
| MICROSOFT CORPMSFT | 17 funds | $620.0M |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 17 funds | $221.8M |
| NVIDIA CORPNVDA | 16 funds | $955.5M |
| AMAZON.COM INCAMZN | 16 funds | $612.0M |
| INVESCO QQQ TRUST SERIES 1QQQ | 16 funds | $451.2M |
| ALPHABET INC-CL AGOOGL | 16 funds | $430.7M |
| ALPHABET INC-CL CGOOG | 16 funds | $338.6M |
| JPMORGAN CHASE & COJPM | 16 funds | $214.3M |
| JOHNSON & JOHNSONJNJ | 16 funds | $152.6M |
| COSTCO WHOLESALE CORPCOST | 16 funds | $137.1M |
| ABBVIE INCABBV | 16 funds | $113.4M |
Ranked by how many of CSPF's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| CSREmc | 66 funds | $239.2M |
| CSPFthis pagemc | 31 funds | $128.3M |
| CSNRmc | 24 funds | $55.9M |
| 19249U609mc | 10 funds | $43.5M |
| CSIOINFRASTRUCTURE | 8 funds | $15.0M |
| 19249U401mc | 6 funds | $1.7M |
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.