131 tracked 13F filers disclose a position in CGBD as of the latest SEC 13F filings, a combined $252.4M 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 | Creative Planning | $35.4M | 3.2M | ▼−6.8% Reduced · −234K sh | Q1 2026 | |
| 2 | MORGAN STANLEY | $28.8M | 2.6M | ▲+2.3% Added · +60K sh | Q1 2026 | |
| 3 | CHOREO, LLC | $14.3M | 1.4M | ▼−1.9% Reduced · −27K sh | Q2 2026 | |
| 4 | VAN ECK ASSOCIATES CORP | Withheld | 1.3M | ▼−22% Reduced · −380K sh | Q1 2026 | |
| 5 | RIVERNORTH CAPITAL MANAGEMENT, LLC | $13.9M | 1.3M | ▼−33% Reduced · −628K sh | Q1 2026 | |
| 6 | UBS Group AG | $13.5M | 1.2M | ▲+43% Added · +374K sh | Q1 2026 | |
| 7 | Lalia Capital, LLC | $9.8M | 927K | ▲New +927K sh | Q2 2026 | |
| 8 | Muzinich & Co., Inc. | $7.8M | 741K | ▲+0.5% Added · +4K sh | Q2 2026 | |
| 9 | TWO SIGMA INVESTMENTS, LP | $6.9M | 631K | ▼−14% Reduced · −106K sh | Q1 2026 | |
| 10 | Russell Investments Group, Ltd. | $6.4M | 587K | ▲+190% Added · +385K sh | Q1 2026 | |
| 11 | Legal & General Group Plc | $6.0M | 552K | ▲+6.3% Added · +33K sh | Q1 2026 | |
| 12 | Mariner, LLC | $6.0M | 549K | ▲+0.8% Added · +5K sh | Q1 2026 | |
| 13 | Sumitomo Mitsui Trust Group, Inc. | $5.7M | 520K | —Held | Q1 2026 | |
| 14 | Diameter Capital Partners LP | $5.4M | 508K | ▲New +508K sh | Q2 2026 | |
| 15 | CAZ INVESTMENTS LP | $5.3M | 505K | ▲25× Added · +485K sh | Q2 2026 | |
| 16 | Arax Advisory Partners | $4.9M | 466K | ▲+145% Added · +275K sh | Q2 2026 | |
| 17 | TORONTO DOMINION BANK | $4.9M | 450K | ▼−10% Reduced · −50K sh | Q1 2026 | |
| 18 | Rockefeller Capital Management L.P. | $4.9M | 448K | ▲+4.5% Added · +19K sh | Q1 2026 | |
| 19 | Focus Partners Wealth | $3.3M | 305K | ▲+101% Added · +153K sh | Q1 2026 | |
| 20 | NOVARE CAPITAL MANAGEMENT LLC | $3.0M | 287K | ▲+19% Added · +46K sh | Q2 2026 | |
| 21 | BlackRock, Inc. | $3.1M | 283K | ▼−43% Reduced · −211K sh | Q1 2026 | |
| 22 | BANK OF AMERICA CORP /DE/ | $2.7M | 251K | ▼−27% Reduced · −94K sh | Q1 2026 | |
| 23 | ARES MANAGEMENT LLC | $2.6M | 240K | ▲New +240K sh | Q1 2026 | |
| 24 | Cliffwater LLC | $2.2M | 207K | —Held | Q2 2026 | |
| 25 | Advisors Asset Management, Inc. | $2.1M | 201K | ▼−4.9% Reduced · −10K 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, 10 funds opened a new position in CGBD and 15 added to an existing one, while 19 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 |
|---|---|---|
| MICROSOFT CORPMSFT | 63 funds | $30.7B |
| NVIDIA CORPNVDA | 61 funds | $48.7B |
| APPLE INCAAPL | 61 funds | $39.5B |
| ALPHABET INC-CL AGOOGL | 61 funds | $25.9B |
| META PLATFORMS INC-CLASS AMETA | 61 funds | $13.3B |
| MICRON TECHNOLOGY INCMU | 61 funds | $6.5B |
| AMAZON.COM INCAMZN | 60 funds | $24.4B |
| BROADCOM INCAVGO | 60 funds | $15.7B |
| JPMORGAN CHASE & COJPM | 60 funds | $11.8B |
| ELI LILLY & COLLY | 59 funds | $10.3B |
| TESLA INCTSLA | 59 funds | $6.4B |
| ADVANCED MICRO DEVICESAMD | 59 funds | $4.0B |
Ranked by how many of CGBD's institutional holders also hold each name, a cross-fund conviction signal.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Aug 12, 2026 | Nestor John G. | Director | Sell (S) | 5K | $56K |
| Aug 12, 2026 | Nestor John G. | Director | Sell (S) | 9K | $97K |
| Aug 12, 2026 | Nestor John G. | Director | Sell (S) | 87 | $978 |
| Aug 12, 2026 | Nestor John G. | Director | Sell (S) | 3K | $35K |
| Jun 1, 2026 | Nestor John G. | Director | Sell (S) | 2K | $18K |
| May 15, 2026 | Nestor John G. | Director | Sell (S) | 3K | $39K |
| May 15, 2026 | Nestor John G. | Director | Sell (S) | 2K | $19K |
| May 15, 2026 | Nestor John G. | Director | Sell (S) | 885 | $10K |
| Mar 20, 2026 | Taylor Francis | Treasurer | Buy (P) | 232 | $3K |
| Mar 9, 2026 | Chi Alex | CEO, Director | Buy (P) | 9K | $97K |
| Mar 6, 2026 | Nestor John G. | Director | Sell (S) | 901 | $10K |
| Mar 6, 2026 | Nestor John G. | Director | Sell (S) | 4K | $40K |
Connected entities for CGBD
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/CGBD/capital-change-brief"
Use Arkolith's capital_change_brief for CGBD. 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 CGBD. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.