48 tracked 13F filers disclose a position in CWS as of the latest SEC 13F filings, a combined $53.7M 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 | CIBC WORLD MARKET INC. | $8.4M | 129K | ▲+1.6% Added · +2K sh | Q1 2026 | |
| 2 | STIFEL FINANCIAL CORP | $6.0M | 93K | ▲+1.0% Added · +882 sh | Q1 2026 | |
| 3 | OSAIC HOLDINGS, INC. | $5.6M | 86K | ▼−20% Reduced · −21K sh | Q1 2026 | |
| 4 | Cetera Investment Advisers | $4.4M | 68K | ▲+3.4% Added · +2K sh | Q1 2026 | |
| 5 | LPL Financial LLC | $4.4M | 68K | ▼−33% Reduced · −34K sh | Q1 2026 | |
| 6 | Kestra Advisory Services, LLC | $4.0M | 59K | ▼−40% Reduced · −39K sh | Q2 2026 | |
| 7 | Mason & Associates Inc | $3.3M | 48K | ▼−0.4% Reduced · −198 sh | Q2 2026 | |
| 8 | Stone Wealth Partners | $2.2M | 33K | ▼−1.2% Reduced · −397 sh | Q2 2026 | |
| 9 | Sigma Planning Corp | $1.9M | 29K | ▲+55% Added · +10K sh | Q1 2026 | |
| 10 | GOLDMAN SACHS GROUP INC | $1.7M | 27K | ▲New +27K sh | Q1 2026 | |
| 11 | TrueWealth Advisors, LLC | $1.1M | 16K | ▼−9.1% Reduced · −2K sh | Q2 2026 | |
| 12 | RAYMOND JAMES FINANCIAL INC | $802K | 12K | ▼−81% Reduced · −52K sh | Q1 2026 | |
| 13 | Patriot Financial Group Insurance Agency, LLC | $818K | 12K | ▼−50% Reduced · −12K sh | Q2 2026 | |
| 14 | D.A. DAVIDSON & CO. | $803K | 12K | ▲+5.5% Added · +617 sh | Q2 2026 | |
| 15 | GC Wealth Management RIA, LLC | $729K | 11K | ▼−41% Reduced · −7K sh | Q2 2026 | |
| 16 | Integrated Advisors Network LLC | $626K | 10K | ▼−12% Reduced · −1K sh | Q1 2026 | |
| 17 | Perennial Investment Advisors, LLC | $507K | 8K | ▼−1.6% Reduced · −131 sh | Q1 2026 | |
| 18 | Beacon Pointe Advisors, LLC | $477K | 7K | ▲+3.1% Added · +225 sh | Q1 2026 | |
| 19 | Cerity Partners LLC | $461K | 7K | ▼−30% Reduced · −3K sh | Q1 2026 | |
| 20 | United Advisor Group, LLC | $457K | 7K | ▼−21% Reduced · −2K sh | Q2 2026 | |
| 21 | SPRENG CAPITAL MANAGEMENT, INC. | $451K | 7K | ▼−1.3% Reduced · −90 sh | Q2 2026 | |
| 22 | CITADEL ADVISORS LLC | $421K | 6K | ▲New +6K sh | Q1 2026 | |
| 23 | ENVESTNET ASSET MANAGEMENT INC | $417K | 6K | ▼−46% Reduced · −6K sh | Q1 2026 | |
| 24 | Nova Wealth Management, Inc. | $426K | 6K | ▼−9.2% Reduced · −632 sh | Q2 2026 | |
| 25 | Cornerstone Wealth Management, LLC | $393K | 6K | ▼−7.2% Reduced · −449 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 CWS and 4 added to an existing one, while 8 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 |
|---|---|---|
| NVIDIA CORPNVDA | 19 funds | $9.1B |
| APPLE INCAAPL | 19 funds | $7.6B |
| ISHARES CORE S&P 500 ETFIVV | 19 funds | $6.9B |
| MICROSOFT CORPMSFT | 19 funds | $5.6B |
| AMAZON.COM INCAMZN | 19 funds | $5.1B |
| ALPHABET INC-CL AGOOGL | 19 funds | $4.0B |
| META PLATFORMS INC-CLASS AMETA | 19 funds | $3.5B |
| BROADCOM INCAVGO | 19 funds | $3.3B |
| ALPHABET INC-CL CGOOG | 19 funds | $2.7B |
| JPMORGAN CHASE & COJPM | 19 funds | $2.6B |
| VANGUARD VALUE ETFVTV | 19 funds | $2.6B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 19 funds | $2.6B |
Ranked by how many of CWS'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/CWS/capital-change-brief"
Use Arkolith's capital_change_brief for CWS. 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 CWS. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.