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/CGCP/capital-change-brief"
Use Arkolith's capital_change_brief for CGCP. 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 | $663.6M | 29.7M | ▲+25% Added · +6.0M sh | Q1 2026 | |
| 2 | MORGAN STANLEY | $457.9M | 20.5M | ▲+11% Added · +2.1M sh | Q1 2026 | |
| 3 | WELLS FARGO & COMPANY/MN | $385.3M | 17.2M | ▲+16% Added · +2.3M sh | Q1 2026 | |
| 4 | ENVESTNET ASSET MANAGEMENT INC | $256.6M | 11.5M | ▲+11% Added · +1.1M sh | Q1 2026 | |
| 5 | Cetera Investment Advisers | $163.5M | 7.3M | ▲+13% Added · +815K sh | Q1 2026 | |
| 6 | RAYMOND JAMES FINANCIAL INC | $155.2M | 6.9M | ▲+14% Added · +839K sh | Q1 2026 | |
| 7 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $143.6M | 6.4M | ▲+12% Added · +677K sh | Q1 2026 | |
| 8 | UBS Group AG | $109.8M | 4.9M | ▲+4.0% Added · +190K sh | Q1 2026 | |
| 9 | &PARTNERS | $110.0M | 4.9M | ▲+14% Added · +604K sh | Q1 2026 | |
| 10 | WNY Asset Management, LLC | $94.0M | 4.2M | ▲+0.9% Added · +40K sh | Q1 2026 | |
| 11 | ROYAL BANK OF CANADA | $89.1M | 4.0M | ▲+12% Added · +440K sh | Q1 2026 | |
| 12 | JONES FINANCIAL COMPANIES LLLP | $82.8M | 3.7M | ▲+33% Added · +934K sh | Q1 2026 | |
| 13 | COMMONWEALTH EQUITY SERVICES, LLC | $79.0M | 3.5M | ▲+6.8% Added · +226K sh | Q1 2026 | |
| 14 | BENJAMIN EDWARDS INC | $72.3M | 3.2M | ▲+564% Added · +2.8M sh | Q1 2026 | |
| 15 | HARBOUR INVESTMENTS, INC. | $71.9M | 3.2M | ▲+14% Added · +398K sh | Q1 2026 | |
| 16 | OSAIC HOLDINGS, INC. | $68.8M | 3.1M | ▲+16% Added · +417K sh | Q1 2026 | |
| 17 | STIFEL FINANCIAL CORP | $58.6M | 2.6M | ▲+8.7% Added · +209K sh | Q1 2026 | |
| 18 | Merit Financial Group, LLC | $55.6M | 2.5M | ▲+4.2% Added · +101K sh | Q1 2026 | |
| 19 | MML INVESTORS SERVICES, LLC | $54.3M | 2.4M | ▼−7.3% Reduced · −191K sh | Q1 2026 | |
| 20 | Stonebridge Financial Group, LLC | $47.6M | 2.1M | ▲+3.5% Added · +72K sh | Q2 2026 | |
| 21 | Baird Financial Group, Inc. | $46.8M | 2.1M | ▲+35% Added · +548K sh | Q1 2026 | |
| 22 | Valmark Advisers, Inc. | $46.6M | 2.1M | ▲+99% Added · +1.0M sh | Q1 2026 | |
| 23 | Kestra Investment Management, LLC | $44.8M | 2.0M | ▲+24% Added · +384K sh | Q1 2026 | |
| 24 | Confluence Wealth Services, Inc. | $37.3M | 1.7M | ▲+14% Added · +211K sh | Q1 2026 | |
| 25 | BANK OF AMERICA CORP /DE/ | $32.6M | 1.5M | ▲+44% Added · +446K 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 | 91 funds | $20.9B |
| NVIDIA CORPNVDA | 91 funds | $19.7B |
| MICROSOFT CORPMSFT | 91 funds | $15.4B |
| AMAZON.COM INCAMZN | 91 funds | $12.5B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 91 funds | $10.4B |
| JPMORGAN CHASE & COJPM | 91 funds | $7.3B |
| VANGUARD VALUE ETFVTV | 91 funds | $7.3B |
| META PLATFORMS INC-CLASS AMETA | 91 funds | $7.1B |
| ALPHABET INC-CL CGOOG | 91 funds | $6.6B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 91 funds | $5.9B |
| EXXON MOBIL CORPXOM | 91 funds | $4.5B |
| JOHNSON & JOHNSONJNJ | 91 funds | $4.4B |
Ranked by how many of CGCP'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 CGCP. 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.