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/CGBL/capital-change-brief"
Use Arkolith's capital_change_brief for CGBL. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | $513.0M | 14.9M | ▲+19% Added · +2.3M sh | Q1 2026 | |
| 2 | Advance Capital Management, Inc. | $412.0M | 12.0M | ▲+28% Added · +2.6M sh | Q1 2026 | |
| 3 | ENVESTNET ASSET MANAGEMENT INC | $283.7M | 8.2M | ▲+19% Added · +1.3M sh | Q1 2026 | |
| 4 | WELLS FARGO & COMPANY/MN | $262.7M | 7.6M | ▲+65% Added · +3.0M sh | Q1 2026 | |
| 5 | MORGAN STANLEY | $186.9M | 5.4M | ▲+34% Added · +1.4M sh | Q1 2026 | |
| 6 | Cetera Investment Advisers | $139.3M | 4.0M | ▲+22% Added · +723K sh | Q1 2026 | |
| 7 | RAYMOND JAMES FINANCIAL INC | $128.0M | 3.7M | ▲+43% Added · +1.1M sh | Q1 2026 | |
| 8 | COMMONWEALTH EQUITY SERVICES, LLC | $111.6M | 3.2M | ▲+18% Added · +484K sh | Q1 2026 | |
| 9 | OSAIC HOLDINGS, INC. | $96.6M | 2.8M | ▲+7.7% Added · +200K sh | Q1 2026 | |
| 10 | ROYAL BANK OF CANADA | $80.4M | 2.3M | ▲+16% Added · +326K sh | Q1 2026 | |
| 11 | CWM, LLC | $76.7M | 2.2M | ▲+2.8% Added · +62K sh | Q1 2026 | |
| 12 | JONES FINANCIAL COMPANIES LLLP | $65.6M | 1.9M | ▲+29% Added · +433K sh | Q1 2026 | |
| 13 | Aprio Wealth Management, LLC | $65.6M | 1.9M | ▲+5.4% Added · +97K sh | Q1 2026 | |
| 14 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $60.1M | 1.6M | ▲+18% Added · +246K sh | Q2 2026 | |
| 15 | Kestra Advisory Services, LLC | $54.1M | 1.6M | ▲+21% Added · +271K sh | Q1 2026 | |
| 16 | STIFEL FINANCIAL CORP | $43.7M | 1.3M | ▲+20% Added · +215K sh | Q1 2026 | |
| 17 | J. Derek Lewis & Associates Inc. | $42.6M | 1.2M | ▲+7.9% Added · +91K sh | Q1 2026 | |
| 18 | MML INVESTORS SERVICES, LLC | $36.1M | 1.0M | ▲+7.5% Added · +73K sh | Q1 2026 | |
| 19 | HARBOUR INVESTMENTS, INC. | $33.4M | 971K | ▲+59% Added · +359K sh | Q1 2026 | |
| 20 | BENJAMIN EDWARDS INC | $32.4M | 942K | ▲+46% Added · +295K sh | Q1 2026 | |
| 21 | KWB Wealth | $35.1M | 926K | ▲+38% Added · +255K sh | Q2 2026 | |
| 22 | &PARTNERS | $29.4M | 855K | ▲+20% Added · +145K sh | Q1 2026 | |
| 23 | ST GERMAIN D J CO INC | $24.0M | 696K | ▲+1.4% Added · +10K sh | Q1 2026 | |
| 24 | Private Advisor Group, LLC | $20.3M | 591K | ▲+24% Added · +115K sh | Q1 2026 | |
| 25 | Concurrent Investment Advisors, LLC | $19.7M | 573K | ▼−32% Reduced · −271K 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 |
|---|---|---|
| NVIDIA CORPNVDA | 98 funds | $20.3B |
| MICROSOFT CORPMSFT | 98 funds | $15.6B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 98 funds | $11.0B |
| BROADCOM INCAVGO | 98 funds | $8.1B |
| JPMORGAN CHASE & COJPM | 98 funds | $7.5B |
| META PLATFORMS INC-CLASS AMETA | 98 funds | $7.0B |
| ALPHABET INC-CL CGOOG | 98 funds | $6.7B |
| VANGUARD VALUE ETFVTV | 98 funds | $6.0B |
| VANGUARD FTSE DEVELOPED ETFVEA | 98 funds | $4.9B |
| EXXON MOBIL CORPXOM | 98 funds | $4.7B |
| WALMART INCWMT | 98 funds | $4.4B |
| JOHNSON & JOHNSONJNJ | 98 funds | $4.3B |
Ranked by how many of CGBL's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).
No filings captured for this ticker in the live stream yet.
13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for CGBL. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes. Every panel above is one call to the Arkolith API & MCP server.