| # | 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 | $15.7M | 1.4M | ▲+0.2% Added · +3K sh | Q1 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 | TWO SIGMA INVESTMENTS, LP | $6.9M | 631K | ▼−14% Reduced · −106K sh | Q1 2026 | |
| 8 | Russell Investments Group, Ltd. | $6.4M | 587K | ▲+190% Added · +385K sh | Q1 2026 | |
| 9 | Legal & General Group Plc | $6.0M | 552K | ▲+6.3% Added · +33K sh | Q1 2026 | |
| 10 | Mariner, LLC | $6.0M | 549K | ▲+0.8% Added · +5K sh | Q1 2026 | |
| 11 | Sumitomo Mitsui Trust Group, Inc. | $5.7M | 520K | —Held | Q1 2026 | |
| 12 | TORONTO DOMINION BANK | $4.9M | 450K | ▼−10% Reduced · −50K sh | Q1 2026 | |
| 13 | Rockefeller Capital Management L.P. | $4.9M | 448K | ▲+4.5% Added · +19K sh | Q1 2026 | |
| 14 | Focus Partners Wealth | $3.3M | 305K | ▲+101% Added · +153K sh | Q1 2026 | |
| 15 | BlackRock, Inc. | $3.1M | 283K | ▼−43% Reduced · −211K sh | Q1 2026 | |
| 16 | BANK OF AMERICA CORP /DE/ | $2.7M | 251K | ▼−27% Reduced · −94K sh | Q1 2026 | |
| 17 | ARES MANAGEMENT LLC | $2.6M | 240K | ▲New +240K sh | Q1 2026 | |
| 18 | Advisors Asset Management, Inc. | $2.3M | 211K | ▲+3.7% Added · +8K sh | Q1 2026 | |
| 19 | WELLS FARGO & COMPANY/MN | $2.2M | 199K | ▼−26% Reduced · −71K sh | Q1 2026 | |
| 20 | HighTower Advisors, LLC | $2.2M | 197K | ▲+180% Added · +127K sh | Q1 2026 | |
| 21 | Arax Advisory Partners | $2.1M | 190K | ▲+445% Added · +155K sh | Q1 2026 | |
| 22 | WCG Wealth Advisors LLC | $2.0M | 187K | ▲+27% Added · +40K sh | Q1 2026 | |
| 23 | HAGER INVESTMENT MANAGEMENT SERVICES, LLC | $1.9M | 182K | ▼−9.0% Reduced · −18K sh | Q2 2026 | |
| 24 | MILLENNIUM MANAGEMENT LLC | $2.0M | 180K | ▲+398% Added · +143K sh | Q1 2026 | |
| 25 | Corient Private Wealth LLC | $1.9M | 175K | ▲+0.4% Added · +651 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.
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 48 funds | $16.2B |
| BROADCOM INCAVGO | 47 funds | $6.8B |
| META PLATFORMS INC-CLASS AMETA | 47 funds | $6.6B |
| ELI LILLY & COLLY | 47 funds | $4.0B |
| COSTCO WHOLESALE CORPCOST | 47 funds | $3.2B |
| MICRON TECHNOLOGY INCMU | 47 funds | $2.1B |
| TJX COMPANIES INCTJX | 47 funds | $1.7B |
| PALANTIR TECHNOLOGIES INC-APLTR | 47 funds | $1.7B |
| APPLE INCAAPL | 46 funds | $19.5B |
| NVIDIA CORPNVDA | 46 funds | $19.0B |
| AMAZON.COM INCAMZN | 46 funds | $12.1B |
| JPMORGAN CHASE & COJPM | 46 funds | $6.0B |
Ranked by how many of CGBD's institutional holders also hold each name, a cross-fund conviction signal.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Jun 1, 2026 | Nestor John G. | Director | Sell (S) | 2K | $18K |
| May 15, 2026 | Nestor John G. | Director | Sell (S) | 885 | $10K |
| May 15, 2026 | Nestor John G. | Director | Sell (S) | 2K | $19K |
| May 15, 2026 | Nestor John G. | Director | Sell (S) | 3K | $39K |
| 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 |
| Mar 4, 2026 | Hennigan Thomas M | CFO and President, Director | Buy (P) | 4K | $50K |
| Nov 14, 2025 | Nestor John G. | Director | Sell (S) | 7K | $84K |
| Nov 13, 2025 | Hennigan Thomas M | CFO, Director | Buy (P) | 8K | $101K |
| Nov 10, 2025 | Joseph Nelson | PAO | Buy (P) | 2K | $18K |
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.