325 tracked 13F filers disclose a position in CGBL as of the latest SEC 13F filings, a combined $4.2B 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 | 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 | Forge Financial Services LLC | $145.9M | 3.8M | ▲+2.1% Added · +78K sh | Q2 2026 | |
| 8 | RAYMOND JAMES FINANCIAL INC | $128.0M | 3.7M | ▲+43% Added · +1.1M sh | Q1 2026 | |
| 9 | COMMONWEALTH EQUITY SERVICES, LLC | $111.6M | 3.2M | ▲+18% Added · +484K sh | Q1 2026 | |
| 10 | OSAIC HOLDINGS, INC. | $96.6M | 2.8M | ▲+7.7% Added · +200K sh | Q1 2026 | |
| 11 | ROYAL BANK OF CANADA | $80.4M | 2.3M | ▲+16% Added · +326K sh | Q1 2026 | |
| 12 | CWM, LLC | $76.7M | 2.2M | ▲+2.8% Added · +62K sh | Q1 2026 | |
| 13 | JONES FINANCIAL COMPANIES LLLP | $65.6M | 1.9M | ▲+29% Added · +433K sh | Q1 2026 | |
| 14 | Kestra Advisory Services, LLC | $66.8M | 1.8M | ▲+12% Added · +185K sh | Q2 2026 | |
| 15 | Aprio Wealth Management, LLC | $64.1M | 1.7M | ▼−12% Reduced · −219K sh | Q2 2026 | |
| 16 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $60.1M | 1.6M | ▲+18% Added · +246K sh | Q2 2026 | |
| 17 | MML INVESTORS SERVICES, LLC | $51.2M | 1.3M | ▲+28% Added · +298K sh | Q2 2026 | |
| 18 | J. Derek Lewis & Associates Inc. | $50.8M | 1.3M | ▲+8.1% Added · +100K sh | Q2 2026 | |
| 19 | BENJAMIN EDWARDS INC | $49.9M | 1.3M | ▲+40% Added · +373K sh | Q2 2026 | |
| 20 | STIFEL FINANCIAL CORP | $43.7M | 1.3M | ▲+20% Added · +215K sh | Q1 2026 | |
| 21 | Compton Financial Group, LLC | $48.2M | 1.3M | ▲+133% Added · +725K sh | Q2 2026 | |
| 22 | &PARTNERS | $38.3M | 1.0M | ▲+18% Added · +150K sh | Q2 2026 | |
| 23 | HARBOUR INVESTMENTS, INC. | $33.4M | 971K | ▲+59% Added · +359K sh | Q1 2026 | |
| 24 | KWB Wealth | $35.1M | 926K | ▲+38% Added · +255K sh | Q2 2026 | |
| 25 | Private Advisor Group, LLC | $34.4M | 906K | ▲+53% Added · +315K 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, 2 funds opened a new position in CGBL and 44 added to an existing one, while 4 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 |
|---|---|---|
| NVIDIA CORPNVDA | 198 funds | $19.0B |
| AMAZON.COM INCAMZN | 198 funds | $9.5B |
| APPLE INCAAPL | 197 funds | $17.8B |
| MICROSOFT CORPMSFT | 197 funds | $11.1B |
| ALPHABET INC-CL AGOOGL | 189 funds | $7.1B |
| ALPHABET INC-CL CGOOG | 188 funds | $6.0B |
| JPMORGAN CHASE & COJPM | 188 funds | $4.3B |
| TESLA INCTSLA | 188 funds | $3.6B |
| JOHNSON & JOHNSONJNJ | 188 funds | $3.2B |
| META PLATFORMS INC-CLASS AMETA | 187 funds | $4.6B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 186 funds | $6.9B |
| BROADCOM INCAVGO | 186 funds | $6.8B |
Ranked by how many of CGBL's institutional holders also hold each name, a cross-fund conviction signal.
No filings captured for this ticker in the live stream yet.
Connected entities for CGBL
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.
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.