206 tracked 13F filers disclose a position in CGW as of the latest SEC 13F filings, a combined $381.5M 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 | MORGAN STANLEY | $60.8M | 951K | ▲+4.6% Added · +42K sh | Q1 2026 | |
| 2 | Conservest Capital Advisors, Inc. | $33.5M | 510K | ▲+2.4% Added · +12K sh | Q2 2026 | |
| 3 | UBS Group AG | $31.2M | 488K | ▲+9.9% Added · +44K sh | Q1 2026 | |
| 4 | BANK OF AMERICA CORP /DE/ | $30.7M | 481K | ▲+8.1% Added · +36K sh | Q1 2026 | |
| 5 | WEATHERLY ASSET MANAGEMENT L. P. | $26.3M | 401K | ▼−0.5% Reduced · −2K sh | Q2 2026 | |
| 6 | Cetera Investment Advisers | $11.2M | 175K | ▲+3.2% Added · +5K sh | Q1 2026 | |
| 7 | AMERIPRISE FINANCIAL INC | $10.4M | 163K | ▲+5.4% Added · +8K sh | Q1 2026 | |
| 8 | WELLS FARGO & COMPANY/MN | $10.1M | 158K | ▼−0.7% Reduced · −1K sh | Q1 2026 | |
| 9 | LPL Financial LLC | $8.8M | 138K | ▲+0.6% Added · +871 sh | Q1 2026 | |
| 10 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $7.9M | 123K | ▲+20% Added · +20K sh | Q1 2026 | |
| 11 | RAYMOND JAMES FINANCIAL INC | $7.7M | 120K | ▲+2.1% Added · +3K sh | Q1 2026 | |
| 12 | HighTower Advisors, LLC | $7.1M | 111K | ▲+17% Added · +17K sh | Q1 2026 | |
| 13 | COMMONWEALTH EQUITY SERVICES, LLC | $6.3M | 98K | ▲+6.5% Added · +6K sh | Q1 2026 | |
| 14 | Steward Partners Investment Advisory, LLC | $5.6M | 85K | ▲+0.1% Added · +84 sh | Q2 2026 | |
| 15 | Baron Financial Group, LLC | $5.4M | 83K | ▼−0.6% Reduced · −512 sh | Q2 2026 | |
| 16 | Bleakley Financial Group, LLC | $4.3M | 65K | ▼−0.9% Reduced · −616 sh | Q2 2026 | |
| 17 | Rockefeller Capital Management L.P. | $4.1M | 64K | ▲+1.1% Added · +708 sh | Q1 2026 | |
| 18 | FIDUCIARY TRUST CO | $4.0M | 63K | ▼−11% Reduced · −8K sh | Q1 2026 | |
| 19 | NATIONAL BANK OF CANADA /FI/ | $3.9M | 62K | ▲+16% Added · +9K sh | Q1 2026 | |
| 20 | ROYAL BANK OF CANADA | $3.8M | 60K | ▲+0.5% Added · +328 sh | Q1 2026 | |
| 21 | GRIMES & Co WEALTH MANAGEMENT, LLC | $3.7M | 57K | ▼−2.0% Reduced · −1K sh | Q1 2026 | |
| 22 | FCA CORP /TX | $3.6M | 55K | ▲+2.9% Added · +2K sh | Q2 2026 | |
| 23 | JANE STREET GROUP, LLC | $3.3M | 52K | ▲New +52K sh | Q1 2026 | |
| 24 | ENVESTNET ASSET MANAGEMENT INC | $3.2M | 50K | ▲+58% Added · +18K sh | Q1 2026 | |
| 25 | Addison Advisors LLC | $2.8M | 43K | ▼−57% Reduced · −58K 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 CGW and 13 added to an existing one, while 16 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 |
|---|---|---|
| APPLE INCAAPL | 104 funds | $40.0B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 103 funds | $4.2B |
| NVIDIA CORPNVDA | 102 funds | $46.6B |
| MICROSOFT CORPMSFT | 102 funds | $31.0B |
| AMAZON.COM INCAMZN | 101 funds | $22.6B |
| ALPHABET INC-CL AGOOGL | 101 funds | $18.7B |
| ALPHABET INC-CL CGOOG | 101 funds | $13.7B |
| JPMORGAN CHASE & COJPM | 101 funds | $9.2B |
| JOHNSON & JOHNSONJNJ | 99 funds | $6.8B |
| WALMART INCWMT | 98 funds | $5.0B |
| INVESCO QQQ TRUST SERIES 1QQQ | 98 funds | $2.9B |
| META PLATFORMS INC-CLASS AMETA | 97 funds | $10.9B |
Ranked by how many of CGW's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| SPMOmc | 702 funds | $7.3B |
| SPLVmc | 685 funds | $4.0B |
| PGXmc | 378 funds | $2.0B |
| SPHDmc | 324 funds | $941.1M |
| KBWBmc | 298 funds | $4.0B |
| PZAmc | 293 funds | $3.6B |
| IDMOmc | 261 funds | $2.2B |
| PXFmc | 237 funds | $1.7B |
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 CGW
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/CGW/capital-change-brief"
Use Arkolith's capital_change_brief for CGW. 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 CGW. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.