257 tracked 13F filers disclose a position in CGDG as of the latest SEC 13F filings, a combined $2.9B 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 | $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 | Confluence Wealth Services, Inc. | $122.0M | 3.3M | ▲+58% Added · +1.2M sh | Q2 2026 | |
| 8 | ROYAL BANK OF CANADA | $93.3M | 2.6M | ▲+11% Added · +267K sh | Q1 2026 | |
| 9 | COMMONWEALTH EQUITY SERVICES, LLC | $83.7M | 2.3M | ▲+10% Added · +216K sh | Q1 2026 | |
| 10 | Valmark Advisers, Inc. | $80.6M | 2.1M | ▲+3.4% Added · +70K sh | Q2 2026 | |
| 11 | MML INVESTORS SERVICES, LLC | $75.3M | 2.0M | ▲+30% Added · +463K sh | Q2 2026 | |
| 12 | JONES FINANCIAL COMPANIES LLLP | $54.5M | 1.6M | ▲+45% Added · +485K 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 | BENJAMIN EDWARDS INC | $44.8M | 1.2M | ▲+29% Added · +269K sh | Q2 2026 | |
| 16 | SEI INVESTMENTS CO | $42.7M | 1.2M | ▲+37% Added · +318K sh | Q1 2026 | |
| 17 | UBS Group AG | $40.6M | 1.1M | ▲+21% Added · +199K sh | Q1 2026 | |
| 18 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $28.7M | 799K | ▼−4.0% Reduced · −33K sh | Q1 2026 | |
| 19 | STIFEL FINANCIAL CORP | $28.4M | 790K | ▲+34% Added · +202K sh | Q1 2026 | |
| 20 | &PARTNERS | $29.5M | 785K | ▲+22% Added · +143K sh | Q2 2026 | |
| 21 | J. Derek Lewis & Associates Inc. | $28.5M | 760K | ▲+12% Added · +84K sh | Q2 2026 | |
| 22 | ROTHSCHILD INVESTMENT LLC | $25.6M | 682K | ▲+3.3% Added · +22K sh | Q2 2026 | |
| 23 | ASSETMARK, INC | $25.4M | 677K | ▲+8.2% Added · +51K sh | Q2 2026 | |
| 24 | Private Advisor Group, LLC | $25.1M | 668K | ▼−19% Reduced · −158K sh | Q2 2026 | |
| 25 | Compton Financial Group, LLC | $24.1M | 642K | ▲+115% Added · +343K 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 CGDG and 38 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 | 152 funds | $53.0B |
| MICROSOFT CORPMSFT | 151 funds | $43.1B |
| AMAZON.COM INCAMZN | 150 funds | $30.1B |
| NVIDIA CORPNVDA | 149 funds | $65.4B |
| ALPHABET INC-CL CGOOG | 148 funds | $19.9B |
| ALPHABET INC-CL AGOOGL | 145 funds | $25.4B |
| JPMORGAN CHASE & COJPM | 145 funds | $12.0B |
| WALMART INCWMT | 144 funds | $7.4B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 143 funds | $9.5B |
| BROADCOM INCAVGO | 142 funds | $24.3B |
| META PLATFORMS INC-CLASS AMETA | 142 funds | $15.9B |
| JOHNSON & JOHNSONJNJ | 142 funds | $9.3B |
Ranked by how many of CGDG'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 CGDG
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.
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.