Among active 13F managers last quarter, 1 opened and 1 added, while 2 reduced; the largest holder to move was Prepared Retirement Institute LLC (+0.1%).
10 tracked 13F filers disclose a position in CUSD as of the latest SEC 13F filings, a combined $3.9M 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 | Prepared Retirement Institute LLC | 92K | $1.8M | ▲+0.1% Added · +99 sh | Q2 2026 | |
| 2 | Susquehanna International Group, LLP | 70K | $1.4M | ▼−6.8% Reduced · −5K sh | Q1 2026 | |
| 3 | Westbourne Investment Advisors, Inc. | 30K | $2K | —Held | Q2 2026 | |
| 4 | Westmount Partners, LLC | 17K | $338K | ▼−2.4% Reduced · −429 sh | Q2 2026 | |
| 5 | Compass Ion Advisors, LLC | 16K | $318K | ▼−3.7% Reduced · −638 sh | Q2 2026 | |
| 6 | Morgan Stanley | 1K | $25K | —Held | Q1 2026 | |
| 7 | UBS Group AG | 555 | $11K | ▲New +555 sh | Q1 2026 | |
| 8 | JPMorgan Chase & Co | 100 | $2K | —Held | Q1 2026 | |
| 9 | Osaic Holdings, Inc. | 63 | $1K | —Held | Q1 2026 | |
| 10 | Tower Research Capital LLC (TRC) | 11 | $215 | ▲New +11 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 CUSD and 1 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 | 5 funds | $198.4M |
| Invesco QQQ Trust Series 1QQQ | 5 funds | $149.9M |
| Microsoft CorpMSFT | 5 funds | $134.0M |
| Nvidia CorpNVDA | 5 funds | $104.8M |
| Alphabet Inc-CL AGOOGL | 5 funds | $88.8M |
| SS SPDR S&P 500 ETF Trust-USSPY | 5 funds | $63.2M |
| Amazon.com IncAMZN | 5 funds | $57.5M |
| Meta Platforms Inc-Class AMETA | 5 funds | $48.9M |
| Alphabet Inc-CL CGOOG | 5 funds | $43.4M |
| JPMorgan Chase & CoJPM | 5 funds | $36.9M |
| Walmart IncWMT | 5 funds | $34.3M |
| ExxonMobil Holdings CorpXOM | 5 funds | $27.2M |
Ranked by how many of CUSD's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in CUSD.
| Class | 13F holders | Value held |
|---|---|---|
| CLSEmc | 100 funds | $281.4M |
| APUEmc | 51 funds | $2.5B |
| APIEmc | 38 funds | $1.0B |
| APCBmc | 35 funds | $970.8M |
| STBFPERFORMANCE TR S | 24 funds | $28.2M |
| APMUETF | 23 funds | $246.9M |
| JGRWJENSEN QUALITY | 20 funds | $30.7M |
| MINNMAIRS & PWR MINN | 18 funds | $18.8M |
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 CUSD
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/CUSD/capital-change-brief"
Use Arkolith's capital_change_brief for CUSD. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + quarter-over-quarter ownership changes + the live filing stream, joined for CUSD. Filings are public domain, sourced to SEC EDGAR.