144 tracked 13F filers disclose a position in CSQ as of the latest SEC 13F filings, a combined $586.5M 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 | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE/ | $83.2M | 4.9M | ▲+1.8% Added · +84K sh | Q1 2026 | |
| 2 | MORGAN STANLEY | $74.7M | 4.4M | ▲+3.7% Added · +155K sh | Q1 2026 | |
| 3 | UBS Group AG | $66.9M | 3.9M | ▼−0.6% Reduced · −23K sh | Q1 2026 | |
| 4 | WELLS FARGO & COMPANY/MN | $52.4M | 3.1M | ▲+0.2% Added · +6K sh | Q1 2026 | |
| 5 | RAYMOND JAMES FINANCIAL INC | $36.4M | 2.1M | ▲+1.6% Added · +33K sh | Q1 2026 | |
| 6 | ROYAL BANK OF CANADA | $36.3M | 2.1M | ▲+4.5% Added · +92K sh | Q1 2026 | |
| 7 | Karpus Management, Inc. | $33.3M | 1.9M | ▲+44% Added · +599K sh | Q1 2026 | |
| 8 | LPL Financial LLC | $21.0M | 1.2M | ▲+1.5% Added · +18K sh | Q1 2026 | |
| 9 | Cetera Investment Advisers | $13.4M | 783K | ▲+3.7% Added · +28K sh | Q1 2026 | |
| 10 | Rockefeller Capital Management L.P. | $12.2M | 710K | ▲+6.0% Added · +40K sh | Q1 2026 | |
| 11 | Advisors Asset Management, Inc. | $11.1M | 649K | ▼−4.0% Reduced · −27K sh | Q1 2026 | |
| 12 | &PARTNERS | $9.5M | 555K | ▼−4.3% Reduced · −25K sh | Q1 2026 | |
| 13 | Stratos Wealth Partners, LTD. | $9.0M | 526K | ▼−1.5% Reduced · −8K sh | Q1 2026 | |
| 14 | 1607 Capital Partners, LLC | $7.4M | 433K | ▲+186% Added · +281K sh | Q1 2026 | |
| 15 | STIFEL FINANCIAL CORP | $6.7M | 389K | ▼−1.1% Reduced · −5K sh | Q1 2026 | |
| 16 | OSAIC HOLDINGS, INC. | $5.7M | 330K | ▲+10.0% Added · +30K sh | Q1 2026 | |
| 17 | GUGGENHEIM CAPITAL LLC | $5.6M | 325K | ▼−12% Reduced · −46K sh | Q1 2026 | |
| 18 | TRUIST FINANCIAL CORP | $5.3M | 308K | ▲+7.8% Added · +22K sh | Q1 2026 | |
| 19 | AMERIPRISE FINANCIAL INC | $4.9M | 287K | ▼−4.1% Reduced · −12K sh | Q1 2026 | |
| 20 | Apollon Wealth Management, LLC | $4.8M | 281K | ▼−30% Reduced · −119K sh | Q1 2026 | |
| 21 | READYSTATE ASSET MANAGEMENT LP | $4.1M | 237K | ▼−52% Reduced · −258K sh | Q1 2026 | |
| 22 | Smith Asset Management Co., LLC | $4.7M | 227K | ▼−1.4% Reduced · −3K sh | Q2 2026 | |
| 23 | RIVERNORTH CAPITAL MANAGEMENT, LLC | $3.0M | 172K | ▲New +172K sh | Q1 2026 | |
| 24 | Sanctuary Advisors, LLC | $2.9M | 167K | ▲+0.3% Added · +482 sh | Q1 2026 | |
| 25 | Shaker Financial Services, LLC | $3.4M | 164K | ▼−73% Reduced · −449K sh | Q2 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 CSQ and 20 added to an existing one, while 11 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 |
|---|---|---|
| MICROSOFT CORPMSFT | 75 funds | $16.7B |
| HOME DEPOT INCHD | 74 funds | $2.7B |
| APPLE INCAAPL | 73 funds | $22.0B |
| NVIDIA CORPNVDA | 73 funds | $18.7B |
| BROADCOM INCAVGO | 73 funds | $7.8B |
| ELI LILLY & COLLY | 73 funds | $4.6B |
| JOHNSON & JOHNSONJNJ | 73 funds | $4.4B |
| GENERAL ELECTRICGE | 73 funds | $1.6B |
| ORACLE CORPORCL | 73 funds | $1.6B |
| INTL BUSINESS MACHINES CORPIBM | 73 funds | $1.5B |
| BLACKROCK INCBLK | 73 funds | $1.2B |
| KLA CORPKLAC | 73 funds | $1.0B |
Ranked by how many of CSQ's institutional holders also hold each name, a cross-fund conviction signal.
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/CSQ/capital-change-brief"
Use Arkolith's capital_change_brief for CSQ. 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 CSQ. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.