139 tracked 13F filers disclose a position in CGCV as of the latest SEC 13F filings, a combined $889.4M 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 | $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 | Tribridge Partners Financial LLC | $25.9M | 783K | ▼−1.3% Reduced · −11K sh | Q2 2026 | |
| 9 | COMMONWEALTH EQUITY SERVICES, LLC | $21.3M | 714K | ▲+25% Added · +144K sh | Q1 2026 | |
| 10 | WELLS FARGO & COMPANY/MN | $19.8M | 666K | ▲+83% Added · +301K sh | Q1 2026 | |
| 11 | JONES FINANCIAL COMPANIES LLLP | $19.3M | 657K | ▲+72% Added · +276K sh | Q1 2026 | |
| 12 | CITADEL ADVISORS LLC | $19.3M | 648K | ▲+503% Added · +540K sh | Q1 2026 | |
| 13 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $21.4M | 646K | ▼−22% Reduced · −185K sh | Q2 2026 | |
| 14 | Envision Financial Planning, LLC | $18.7M | 629K | ▲+4.1% Added · +25K sh | Q1 2026 | |
| 15 | Clearstead Trust, LLC | $17.6M | 536K | ▲+4.3% Added · +22K sh | Q2 2026 | |
| 16 | Souders Financial Advisors | $16.8M | 511K | ▲+8.8% Added · +41K sh | Q2 2026 | |
| 17 | HighPoint Advisor Group LLC | $15.0M | 458K | ▲+0.3% Added · +1K sh | Q2 2026 | |
| 18 | MML INVESTORS SERVICES, LLC | $14.8M | 451K | ▲+25% Added · +90K sh | Q2 2026 | |
| 19 | Confluence Wealth Services, Inc. | $13.7M | 416K | ▲+19% Added · +65K sh | Q2 2026 | |
| 20 | ST GERMAIN D J CO INC | $12.4M | 378K | ▼−0.7% Reduced · −3K sh | Q2 2026 | |
| 21 | AdvisorNet Financial, Inc | $12.1M | 368K | ▲+7.6% Added · +26K sh | Q2 2026 | |
| 22 | OSAIC HOLDINGS, INC. | $10.5M | 351K | ▲+25% Added · +70K sh | Q1 2026 | |
| 23 | &PARTNERS | $11.2M | 340K | ▲+9.6% Added · +30K sh | Q2 2026 | |
| 24 | J. Derek Lewis & Associates Inc. | $10.8M | 328K | ▲+16% Added · +46K sh | Q2 2026 | |
| 25 | Steward Partners Investment Advisory, LLC | $10.7M | 325K | ▲+43% Added · +98K 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, 5 funds opened a new position in CGCV and 35 added to an existing one, while 6 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 | 68 funds | $38.1B |
| MICROSOFT CORPMSFT | 68 funds | $31.7B |
| AMAZON.COM INCAMZN | 68 funds | $21.9B |
| ALPHABET INC-CL AGOOGL | 67 funds | $17.9B |
| NVIDIA CORPNVDA | 66 funds | $48.4B |
| JPMORGAN CHASE & COJPM | 65 funds | $8.2B |
| ELI LILLY & COLLY | 64 funds | $8.7B |
| JOHNSON & JOHNSONJNJ | 64 funds | $7.2B |
| CHEVRON CORPCVX | 64 funds | $2.6B |
| CATERPILLAR INCCAT | 63 funds | $3.6B |
| CAP GROUP DIVIDEND VALUECGDV | 63 funds | $1.4B |
| ALPHABET INC-CL CGOOG | 62 funds | $12.7B |
Ranked by how many of CGCV'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 CGCV
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.
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.