34 tracked 13F filers disclose a position in CXSE as of the latest SEC 13F filings, a combined $32.8M 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 | GOLDMAN SACHS GROUP INC | $18.7M | 494K | ▲New +494K sh | Q1 2026 | |
| 2 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $3.1M | 82K | ▲+65% Added · +32K sh | Q1 2026 | |
| 3 | MORGAN STANLEY | $2.8M | 73K | ▼−9.8% Reduced · −8K sh | Q1 2026 | |
| 4 | Cerity Partners LLC | $1.6M | 41K | ▲New +41K sh | Q1 2026 | |
| 5 | UBS Group AG | $1.3M | 33K | ▼−4.8% Reduced · −2K sh | Q1 2026 | |
| 6 | Avestar Capital, LLC | $1.2M | 32K | ▲+3.2% Added · +1K sh | Q2 2026 | |
| 7 | CASTLEKEEP INVESTMENT ADVISORS LLC | $939K | 24K | —Held | Q2 2026 | |
| 8 | LPL Financial LLC | $685K | 18K | ▼−6.2% Reduced · −1K sh | Q1 2026 | |
| 9 | SBI Securities Co., Ltd. | $586K | 15K | ▼−7.0% Reduced · −1K sh | Q2 2026 | |
| 10 | BANK OF AMERICA CORP /DE/ | $340K | 9K | ▼−29% Reduced · −4K sh | Q1 2026 | |
| 11 | WELLS FARGO & COMPANY/MN | $293K | 8K | ▲+170% Added · +5K sh | Q1 2026 | |
| 12 | GRANVILLE CAPITAL, INC. | $245K | 6K | ▲+0.2% Added · +11 sh | Q2 2026 | |
| 13 | JANE STREET GROUP, LLC | $220K | 6K | ▼−72% Reduced · −15K sh | Q1 2026 | |
| 14 | Summit Investment Advisory Services, LLC | $208K | 5K | —Held | Q2 2026 | |
| 15 | ROYAL BANK OF CANADA | $174K | 5K | ▼−94% Reduced · −78K sh | Q1 2026 | |
| 16 | Cassaday & Co Wealth Management LLC | $138K | 4K | —Held | Q2 2026 | |
| 17 | Rockefeller Capital Management L.P. | $69K | 2K | —Held | Q1 2026 | |
| 18 | HARBOUR INVESTMENTS, INC. | $50K | 1K | ▲New +1K sh | Q1 2026 | |
| 19 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $44K | 1K | ▲+42% Added · +350 sh | Q1 2026 | |
| 20 | WHITTIER TRUST CO OF NEVADA INC | $37K | 980 | —Held | Q2 2026 | |
| 21 | OSAIC HOLDINGS, INC. | $26K | 700 | —Held | Q1 2026 | |
| 22 | NewEdge Advisors, LLC | $26K | 656 | —Held | Q2 2026 | |
| 23 | FMR LLC | $24K | 631 | ▼−0.5% Reduced · −3 sh | Q1 2026 | |
| 24 | BANK OF MONTREAL /CAN/ | $23K | 616 | ▼−34% Reduced · −324 sh | Q1 2026 | |
| 25 | Ankerstar Wealth, LLC | $21K | 549 | ▼−64% Reduced · −959 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 CXSE and 2 added to an existing one, while 1 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 |
|---|---|---|
| ALPHABET INC-CL CGOOG | 10 funds | $472.8M |
| MICROSOFT CORPMSFT | 10 funds | $467.6M |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 10 funds | $202.3M |
| VANGUARD DIVIDEND APPREC ETFVIG | 10 funds | $149.6M |
| NVIDIA CORPNVDA | 9 funds | $1.3B |
| APPLE INCAAPL | 9 funds | $1.1B |
| ISHARES CORE S&P 500 ETFIVV | 9 funds | $1.0B |
| VANGUARD S&P 500 ETFVOO | 9 funds | $843.8M |
| INVESCO QQQ TRUST SERIES 1QQQ | 9 funds | $759.6M |
| SS SPDR S&P 500 ETF TRUST-USSPY | 9 funds | $636.6M |
| AMAZON.COM INCAMZN | 9 funds | $452.9M |
| VANGUARD GROWTH ETFVUG | 9 funds | $401.2M |
Ranked by how many of CXSE's institutional holders also hold each name, a cross-fund conviction signal.
No open-market insider transactions on file yet. Grants, gifts, and exercises live on the full insider page.
| Class | 13F holders | Value held |
|---|---|---|
| DGRWmc | 712 funds | $11.7B |
| IHDGmc | 220 funds | $1.6B |
| XSOEmc | 220 funds | $1.1B |
| HEDJcs | 212 funds | $729.0M |
| AGGYmc | 159 funds | $712.5M |
| IQDGmc | 135 funds | $539.7M |
| DDWMmc | 132 funds | $1.1B |
| DGRSmc | 116 funds | $191.9M |
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 CXSE
This stock 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/CXSE/capital-change-brief"
Use Arkolith's capital_change_brief for CXSE. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for CXSE. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.