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/CGDG/capital-change-brief"
Use Arkolith's capital_change_brief for CGDG. 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 | $408.9M | 11.4M | ▲+18% Added · +1.7M sh | Q1 2026 | |
| 2 | ENVESTNET ASSET MANAGEMENT INC | $386.3M | 10.8M | ▲+16% Added · +1.5M sh | Q1 2026 | |
| 3 | RAYMOND JAMES FINANCIAL INC | $183.1M | 5.1M | ▲+23% Added · +940K sh | Q1 2026 | |
| 4 | WELLS FARGO & COMPANY/MN | $158.5M | 4.4M | ▲+60% Added · +1.7M sh | Q1 2026 | |
| 5 | MORGAN STANLEY | $145.3M | 4.0M | ▲+43% Added · +1.2M sh | Q1 2026 | |
| 6 | Cetera Investment Advisers | $138.9M | 3.9M | ▲+20% Added · +649K sh | Q1 2026 | |
| 7 | ROYAL BANK OF CANADA | $93.3M | 2.6M | ▲+11% Added · +267K sh | Q1 2026 | |
| 8 | COMMONWEALTH EQUITY SERVICES, LLC | $83.7M | 2.3M | ▲+10% Added · +216K sh | Q1 2026 | |
| 9 | Valmark Advisers, Inc. | $74.6M | 2.1M | ▲+186% Added · +1.4M sh | Q1 2026 | |
| 10 | Confluence Wealth Services, Inc. | $73.8M | 2.1M | ▲+4.7% Added · +93K sh | Q1 2026 | |
| 11 | JONES FINANCIAL COMPANIES LLLP | $54.5M | 1.6M | ▲+45% Added · +485K sh | Q1 2026 | |
| 12 | MML INVESTORS SERVICES, LLC | $55.5M | 1.5M | ▲+1.9% Added · +29K sh | Q1 2026 | |
| 13 | JANE STREET GROUP, LLC | $44.5M | 1.2M | ▲+29% Added · +279K sh | Q1 2026 | |
| 14 | OSAIC HOLDINGS, INC. | $43.2M | 1.2M | ▲+19% Added · +194K sh | Q1 2026 | |
| 15 | SEI INVESTMENTS CO | $42.7M | 1.2M | ▲+37% Added · +318K sh | Q1 2026 | |
| 16 | UBS Group AG | $40.6M | 1.1M | ▲+21% Added · +199K sh | Q1 2026 | |
| 17 | BENJAMIN EDWARDS INC | $33.2M | 924K | ▲+24% Added · +181K sh | Q1 2026 | |
| 18 | Private Advisor Group, LLC | $29.7M | 826K | ▲+5.0% Added · +39K sh | Q1 2026 | |
| 19 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $28.7M | 799K | ▼−4.0% Reduced · −33K sh | Q1 2026 | |
| 20 | STIFEL FINANCIAL CORP | $28.4M | 790K | ▲+34% Added · +202K sh | Q1 2026 | |
| 21 | J. Derek Lewis & Associates Inc. | $24.3M | 676K | ▲+20% Added · +113K sh | Q1 2026 | |
| 22 | ROTHSCHILD INVESTMENT LLC | $23.7M | 661K | ▲+11% Added · +65K sh | Q1 2026 | |
| 23 | &PARTNERS | $23.1M | 642K | ▲+22% Added · +117K sh | Q1 2026 | |
| 24 | ASSETMARK, INC | $22.5M | 626K | ▲+11% Added · +61K sh | Q1 2026 | |
| 25 | Vestmark Advisory Solutions, Inc. | $19.7M | 549K | ▲+18% Added · +83K 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 |
|---|---|---|
| MICROSOFT CORPMSFT | 93 funds | $15.4B |
| BROADCOM INCAVGO | 93 funds | $8.4B |
| JPMORGAN CHASE & COJPM | 93 funds | $7.6B |
| ALPHABET INC-CL CGOOG | 93 funds | $6.6B |
| EXXON MOBIL CORPXOM | 93 funds | $4.5B |
| TESLA INCTSLA | 93 funds | $4.2B |
| ELI LILLY & COLLY | 93 funds | $4.2B |
| COSTCO WHOLESALE CORPCOST | 93 funds | $4.1B |
| VISA INC-CLASS A SHARESV | 93 funds | $3.8B |
| CHEVRON CORPCVX | 93 funds | $3.4B |
| SS TECHNOLOGY SELECT SECTORXLK | 93 funds | $2.6B |
| MASTERCARD INC - AMA | 93 funds | $2.5B |
Ranked by how many of CGDG'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 CGDG. 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.