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/CGCB/capital-change-brief"
Use Arkolith's capital_change_brief for CGCB. 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 | $746.3M | 28.4M | ▲+28% Added · +6.2M sh | Q1 2026 | |
| 2 | MORGAN STANLEY | $237.1M | 9.0M | ▲+16% Added · +1.3M sh | Q1 2026 | |
| 3 | ENVESTNET ASSET MANAGEMENT INC | $180.7M | 6.9M | ▲+27% Added · +1.5M sh | Q1 2026 | |
| 4 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $141.1M | 5.4M | ▲+38% Added · +1.5M sh | Q1 2026 | |
| 5 | WELLS FARGO & COMPANY/MN | $114.2M | 4.3M | ▲+50% Added · +1.4M sh | Q1 2026 | |
| 6 | RAYMOND JAMES FINANCIAL INC | $104.9M | 4.0M | ▲+33% Added · +992K sh | Q1 2026 | |
| 7 | Cetera Investment Advisers | $103.3M | 3.9M | ▲+18% Added · +591K sh | Q1 2026 | |
| 8 | BANK OF AMERICA CORP /DE/ | $95.7M | 3.6M | ▲+36% Added · +968K sh | Q1 2026 | |
| 9 | BENJAMIN EDWARDS INC | $76.1M | 2.9M | ▲15× Added · +2.7M sh | Q1 2026 | |
| 10 | SEI INVESTMENTS CO | $65.7M | 2.5M | ▲+34% Added · +629K sh | Q1 2026 | |
| 11 | Johnson Bixby & Associates, LLC | $61.7M | 2.4M | ▲+7.9% Added · +173K sh | Q2 2026 | |
| 12 | Merit Financial Group, LLC | $55.3M | 2.1M | ▲+3.5% Added · +72K sh | Q1 2026 | |
| 13 | OSAIC HOLDINGS, INC. | $54.3M | 2.1M | ▼−2.9% Reduced · −62K sh | Q1 2026 | |
| 14 | Valmark Advisers, Inc. | $54.1M | 2.1M | ▲+83% Added · +931K sh | Q1 2026 | |
| 15 | ROYAL BANK OF CANADA | $50.1M | 1.9M | ▲+12% Added · +201K sh | Q1 2026 | |
| 16 | Leverty Financial Group, LLC | $42.5M | 1.6M | ▼−3.6% Reduced · −62K sh | Q2 2026 | |
| 17 | MML INVESTORS SERVICES, LLC | $41.2M | 1.6M | ▲+18% Added · +240K sh | Q1 2026 | |
| 18 | COMMONWEALTH EQUITY SERVICES, LLC | $33.9M | 1.3M | ▲+30% Added · +302K sh | Q1 2026 | |
| 19 | JONES FINANCIAL COMPANIES LLLP | $32.4M | 1.2M | ▲+52% Added · +424K sh | Q1 2026 | |
| 20 | NewEdge Advisors, LLC | $30.9M | 1.2M | ▲+6.6% Added · +73K sh | Q1 2026 | |
| 21 | KINTRA WEALTH, LLC | $30.5M | 1.2M | ▲+101% Added · +584K sh | Q1 2026 | |
| 22 | Spinnaker Investment Group, LLC | $30.4M | 1.2M | ▲+20% Added · +193K sh | Q2 2026 | |
| 23 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $25.4M | 976K | ▲+3.8% Added · +36K sh | Q2 2026 | |
| 24 | Aprio Wealth Management, LLC | $25.0M | 952K | ▼−1.8% Reduced · −18K sh | Q1 2026 | |
| 25 | Quadcap Wealth Management, LLC | $23.7M | 901K | ▲+13% Added · +104K 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 |
|---|---|---|
| APPLE INCAAPL | 79 funds | $18.5B |
| NVIDIA CORPNVDA | 79 funds | $17.7B |
| MICROSOFT CORPMSFT | 79 funds | $13.3B |
| AMAZON.COM INCAMZN | 79 funds | $10.9B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 79 funds | $9.8B |
| ALPHABET INC-CL AGOOGL | 79 funds | $8.8B |
| BROADCOM INCAVGO | 79 funds | $7.2B |
| INVESCO QQQ TRUST SERIES 1QQQ | 79 funds | $6.5B |
| META PLATFORMS INC-CLASS AMETA | 79 funds | $6.2B |
| JPMORGAN CHASE & COJPM | 79 funds | $6.2B |
| ALPHABET INC-CL CGOOG | 79 funds | $5.8B |
| VANGUARD VALUE ETFVTV | 79 funds | $5.8B |
Ranked by how many of CGCB'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 CGCB. 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.