Among active 13F managers last quarter, 4 opened and 3 added, while none reduced or exited; the largest holder to move was Oarsman Capital, Inc. (+2.9%).
8 tracked 13F filers disclose a position in CSSD as of the latest SEC 13F filings, a combined $17.6M 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 | Oarsman Capital, Inc. | 589K | $14.8M | ▲+2.9% Added · +17K sh | Q2 2026 | |
| 2 | Financial Management Network Inc | 42K | $1.1M | ▲+107% Added · +22K sh | Q2 2026 | |
| 3 | RFG Advisory, LLC | 23K | $589K | ▲New +23K sh | Q2 2026 | |
| 4 | United Advisor Group, LLC | 12K | $300K | ▲New +12K sh | Q2 2026 | |
| 5 | Essex Financial Services, Inc. | 12K | $293K | —Held | Q2 2026 | |
| 6 | Legacy Financial Group, Inc. | 11K | $276K | ▲New +11K sh | Q2 2026 | |
| 7 | Bourgeon Capital Management LLC | 10K | $240K | ▲+1.7% Added · +161 sh | Q2 2026 | |
| 8 | IFP Advisors, Inc | 2K | $49K | ▲New +2K 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, 4 funds opened a new position in CSSD and 3 added to an existing one, while none reduced or exited. 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 | 8 funds | $390.4M |
| Nvidia CorpNVDA | 8 funds | $279.0M |
| Invesco QQQ Trust Series 1QQQ | 8 funds | $199.7M |
| Alphabet Inc-CL AGOOGL | 8 funds | $194.7M |
| Microsoft CorpMSFT | 8 funds | $186.8M |
| Amazon.com IncAMZN | 8 funds | $183.6M |
| Alphabet Inc-CL CGOOG | 8 funds | $137.8M |
| SS SPDR S&P 500 ETF Trust-USSPY | 8 funds | $113.8M |
| Eli Lilly & CoLLY | 8 funds | $100.3M |
| JPMorgan Chase & CoJPM | 8 funds | $99.2M |
| Visa Inc-Class A SharesV | 8 funds | $52.0M |
| RTX CorpRTX | 8 funds | $47.5M |
Ranked by how many of CSSD's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in CSSD.
| Class | 13F holders | Value held |
|---|---|---|
| CSREmc | 81 funds | $269.4M |
| CSPFmc | 37 funds | $133.7M |
| CSNRmc | 27 funds | $59.5M |
| CSENmc | 18 funds | $56.6M |
| CSIOINFRASTRUCTURE | 12 funds | $16.8M |
| CSSDthis pagemc | 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 CSSD
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/CSSD/capital-change-brief"
Use Arkolith's capital_change_brief for CSSD. 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 CSSD. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.