290 tracked 13F filers disclose a position in CGCP as of the latest SEC 13F filings, a combined $4.7B 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 | $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 | $106.6M | 4.8M | ▼−2.5% Reduced · −122K sh | Q2 2026 | |
| 10 | ROYAL BANK OF CANADA | $89.1M | 4.0M | ▲+12% Added · +440K sh | Q1 2026 | |
| 11 | WNY Asset Management, LLC | $83.6M | 3.7M | ▼−11% Reduced · −459K sh | Q2 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 | Souders Financial Advisors | $76.7M | 3.4M | ▲+6.6% Added · +213K sh | Q2 2026 | |
| 15 | BENJAMIN EDWARDS INC | $76.6M | 3.4M | ▲+6.2% Added · +200K sh | Q2 2026 | |
| 16 | HARBOUR INVESTMENTS, INC. | $71.9M | 3.2M | ▲+14% Added · +398K sh | Q1 2026 | |
| 17 | MML INVESTORS SERVICES, LLC | $69.6M | 3.1M | ▲+28% Added · +692K sh | Q2 2026 | |
| 18 | OSAIC HOLDINGS, INC. | $68.8M | 3.1M | ▲+16% Added · +417K sh | Q1 2026 | |
| 19 | STIFEL FINANCIAL CORP | $58.6M | 2.6M | ▲+8.7% Added · +209K sh | Q1 2026 | |
| 20 | Merit Financial Group, LLC | $56.0M | 2.5M | ▲+1.1% Added · +27K sh | Q2 2026 | |
| 21 | Confluence Wealth Services, Inc. | $50.8M | 2.3M | ▲+36% Added · +605K sh | Q2 2026 | |
| 22 | Valmark Advisers, Inc. | $50.1M | 2.2M | ▲+7.8% Added · +163K sh | Q2 2026 | |
| 23 | Stonebridge Financial Group, LLC | $47.6M | 2.1M | ▲+3.5% Added · +72K sh | Q2 2026 | |
| 24 | Baird Financial Group, Inc. | $46.8M | 2.1M | ▲+35% Added · +548K sh | Q1 2026 | |
| 25 | McGlone Suttner Wealth Management, Inc. | $33.3M | 1.5M | ▲+4.5% Added · +64K 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 CGCP and 33 added to an existing one, while 13 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 |
|---|---|---|
| APPLE INCAAPL | 167 funds | $51.4B |
| MICROSOFT CORPMSFT | 165 funds | $44.7B |
| NVIDIA CORPNVDA | 163 funds | $63.6B |
| AMAZON.COM INCAMZN | 163 funds | $33.3B |
| ALPHABET INC-CL AGOOGL | 155 funds | $28.3B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 155 funds | $7.9B |
| JPMORGAN CHASE & COJPM | 154 funds | $13.5B |
| JOHNSON & JOHNSONJNJ | 154 funds | $9.6B |
| VANGUARD S&P 500 ETFVOO | 154 funds | $6.2B |
| ALPHABET INC-CL CGOOG | 152 funds | $17.7B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 150 funds | $6.5B |
| TESLA INCTSLA | 149 funds | $12.7B |
Ranked by how many of CGCP's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| CGMSmc | 315 funds | $3.4B |
| CGMUmc | 314 funds | $3.3B |
| CGCPthis pagemc | 290 funds | $4.7B |
| CGCBmc | 238 funds | $3.3B |
| CGSDmc | 176 funds | $1.4B |
| CGHMmc | 168 funds | $1.0B |
| CGSMmc | 139 funds | $568.1M |
| CGIBINTERNATIONAL BD | 59 funds | $225.3M |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
Connected entities for CGCP
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.
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.