| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Compound Planning, Inc. | $20.3M | 774K | ▲+29% Added · +172K sh | Q1 2026 | |
| 2 | ROYAL BANK OF CANADA | $16.5M | 627K | ▲+15% Added · +83K sh | Q1 2026 | |
| 3 | BENJAMIN EDWARDS INC | $12.3M | 467K | ▲New +467K sh | Q1 2026 | |
| 4 | D.A. DAVIDSON & CO. | $10.5M | 400K | ▲+0.6% Added · +2K sh | Q1 2026 | |
| 5 | BANK OF AMERICA CORP /DE/ | $10.1M | 385K | ▲2k× Added · +385K sh | Q1 2026 | |
| 6 | EXCHANGE TRADED CONCEPTS, LLC | $9.8M | 372K | ▲+6.4% Added · +22K sh | Q1 2026 | |
| 7 | OSAIC HOLDINGS, INC. | $7.9M | 300K | ▲+51% Added · +101K sh | Q1 2026 | |
| 8 | HighTower Advisors, LLC | $7.6M | 290K | ▲+92% Added · +139K sh | Q1 2026 | |
| 9 | CITADEL ADVISORS LLC | $7.5M | 286K | ▲New +286K sh | Q1 2026 | |
| 10 | Sanctuary Advisors, LLC | $6.4M | 242K | ▲+26% Added · +50K sh | Q1 2026 | |
| 11 | RFG Advisory, LLC | $6.4M | 226K | ▲+77% Added · +99K sh | Q2 2026 | |
| 12 | JANE STREET GROUP, LLC | $5.8M | 221K | ▲+338% Added · +170K sh | Q1 2026 | |
| 13 | FIRST FOUNDATION ADVISORS | $5.4M | 206K | ▲New +206K sh | Q1 2026 | |
| 14 | Visionary Wealth Advisors | $5.0M | 191K | ▲+611% Added · +164K sh | Q1 2026 | |
| 15 | Veracity Capital LLC | $4.9M | 174K | ▲New +174K sh | Q2 2026 | |
| 16 | Mariner, LLC | $4.0M | 151K | ▲New +151K sh | Q1 2026 | |
| 17 | COMMONWEALTH EQUITY SERVICES, LLC | $3.3M | 124K | ▲+117% Added · +67K sh | Q1 2026 | |
| 18 | Apollon Wealth Management, LLC | $2.6M | 99K | ▲New +99K sh | Q1 2026 | |
| 19 | Valeo Financial Advisors, LLC | $2.8M | 98K | ▲+0.7% Added · +677 sh | Q2 2026 | |
| 20 | HHM Wealth Advisors, LLC | $2.6M | 91K | ▲+59% Added · +34K sh | Q2 2026 | |
| 21 | William Mack & Associates, Inc. | $2.6M | 91K | ▲+159% Added · +56K sh | Q2 2026 | |
| 22 | DAYMARK WEALTH PARTNERS, LLC | $2.3M | 89K | ▲+28% Added · +19K sh | Q1 2026 | |
| 23 | RAYMOND JAMES FINANCIAL INC | $1.5M | 58K | ▲New +58K sh | Q1 2026 | |
| 24 | Dakota Wealth Management | $1.3M | 48K | ▲New +48K sh | Q1 2026 | |
| 25 | IFP Advisors, Inc | $1.3M | 47K | ▲+19% Added · +7K 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.
| Company | Co-held by | Combined value |
|---|---|---|
| NVIDIA CORPNVDA | 17 funds | $7.6B |
| MICROSOFT CORPMSFT | 17 funds | $5.7B |
| ISHARES CORE S&P 500 ETFIVV | 17 funds | $5.4B |
| ALPHABET INC-CL AGOOGL | 17 funds | $3.8B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 17 funds | $3.8B |
| BROADCOM INCAVGO | 17 funds | $3.1B |
| META PLATFORMS INC-CLASS AMETA | 17 funds | $3.0B |
| JPMORGAN CHASE & COJPM | 17 funds | $2.6B |
| ALPHABET INC-CL CGOOG | 17 funds | $2.4B |
| TAIWAN SEMICONDUCTOR-SP ADRTSM | 17 funds | $1.9B |
| MICRON TECHNOLOGY INCMU | 17 funds | $1.8B |
| COSTCO WHOLESALE CORPCOST | 17 funds | $1.7B |
Ranked by how many of CSRE's institutional holders also hold each name, a cross-fund conviction signal.
No filings captured for this ticker in the live stream yet.
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/CSRE/capital-change-brief"
Use Arkolith's capital_change_brief for CSRE. 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 CSRE. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.