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/CGCV/capital-change-brief"
Use Arkolith's capital_change_brief for CGCV. 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 | $139.0M | 4.7M | ▲+18% Added · +721K sh | Q1 2026 | |
| 2 | RAYMOND JAMES FINANCIAL INC | $70.7M | 2.4M | ▼−20% Reduced · −598K sh | Q1 2026 | |
| 3 | ENVESTNET ASSET MANAGEMENT INC | $63.7M | 2.1M | ▲+19% Added · +337K sh | Q1 2026 | |
| 4 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $36.2M | 1.2M | ▲+12% Added · +135K sh | Q1 2026 | |
| 5 | DMKC Advisory Services, LLC | $31.2M | 952K | ▲14× Added · +882K sh | Q2 2026 | |
| 6 | Cetera Investment Advisers | $26.6M | 892K | ▲+13% Added · +100K sh | Q1 2026 | |
| 7 | STIFEL FINANCIAL CORP | $25.0M | 838K | ▼−11% Reduced · −100K sh | Q1 2026 | |
| 8 | COMMONWEALTH EQUITY SERVICES, LLC | $21.3M | 714K | ▲+25% Added · +144K sh | Q1 2026 | |
| 9 | WELLS FARGO & COMPANY/MN | $19.8M | 666K | ▲+83% Added · +301K sh | Q1 2026 | |
| 10 | JONES FINANCIAL COMPANIES LLLP | $19.3M | 657K | ▲+72% Added · +276K sh | Q1 2026 | |
| 11 | CITADEL ADVISORS LLC | $19.3M | 648K | ▲+503% Added · +540K sh | Q1 2026 | |
| 12 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $21.4M | 646K | ▼−22% Reduced · −185K sh | Q2 2026 | |
| 13 | Envision Financial Planning, LLC | $18.7M | 629K | ▲+4.1% Added · +25K sh | Q1 2026 | |
| 14 | HighPoint Advisor Group LLC | $13.6M | 457K | ▲+3.0% Added · +13K sh | Q1 2026 | |
| 15 | ST GERMAIN D J CO INC | $11.3M | 380K | ▼−0.7% Reduced · −3K sh | Q1 2026 | |
| 16 | MML INVESTORS SERVICES, LLC | $10.8M | 362K | ▲+13% Added · +40K sh | Q1 2026 | |
| 17 | OSAIC HOLDINGS, INC. | $10.5M | 351K | ▲+25% Added · +70K sh | Q1 2026 | |
| 18 | Confluence Wealth Services, Inc. | $10.5M | 351K | ▲+31% Added · +84K sh | Q1 2026 | |
| 19 | AdvisorNet Financial, Inc | $10.2M | 342K | ▲+820% Added · +305K sh | Q1 2026 | |
| 20 | &PARTNERS | $9.2M | 310K | ▲+45% Added · +96K sh | Q1 2026 | |
| 21 | HARBOUR INVESTMENTS, INC. | $9.0M | 303K | ▲+504% Added · +253K sh | Q1 2026 | |
| 22 | J. Derek Lewis & Associates Inc. | $8.4M | 282K | ▲+1.3% Added · +4K sh | Q1 2026 | |
| 23 | Valmark Advisers, Inc. | $8.4M | 281K | ▲+20% Added · +47K sh | Q1 2026 | |
| 24 | BANK OF AMERICA CORP /DE/ | $8.1M | 273K | ▲+64% Added · +106K sh | Q1 2026 | |
| 25 | Steward Partners Investment Advisory, LLC | $6.8M | 227K | ▲+5.0% Added · +11K 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 | 49 funds | $14.3B |
| APPLE INCAAPL | 49 funds | $14.2B |
| MICROSOFT CORPMSFT | 49 funds | $10.8B |
| AMAZON.COM INCAMZN | 49 funds | $9.1B |
| ALPHABET INC-CL AGOOGL | 49 funds | $7.6B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 49 funds | $6.8B |
| BROADCOM INCAVGO | 49 funds | $5.7B |
| META PLATFORMS INC-CLASS AMETA | 49 funds | $5.2B |
| JPMORGAN CHASE & COJPM | 49 funds | $5.1B |
| INVESCO QQQ TRUST SERIES 1QQQ | 49 funds | $4.4B |
| ALPHABET INC-CL CGOOG | 49 funds | $4.3B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 49 funds | $4.1B |
Ranked by how many of CGCV'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 CGCV. 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.