713 tracked 13F filers disclose a position in CGDV as of the latest SEC 13F filings, a combined $20.9B 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 | $3.1B | 71.9M | ▲+13% Added · +8.4M sh | Q1 2026 | |
| 2 | MORGAN STANLEY | $1.1B | 26.2M | ▲+15% Added · +3.3M sh | Q1 2026 | |
| 3 | RAYMOND JAMES FINANCIAL INC | $1.1B | 25.8M | ▲+9.5% Added · +2.2M sh | Q1 2026 | |
| 4 | ENVESTNET ASSET MANAGEMENT INC | $884.9M | 20.8M | ▲+10% Added · +2.0M sh | Q1 2026 | |
| 5 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $842.6M | 19.8M | ▲+5.6% Added · +1.1M sh | Q1 2026 | |
| 6 | WELLS FARGO & COMPANY/MN | $810.5M | 19.1M | ▲+17% Added · +2.7M sh | Q1 2026 | |
| 7 | Cetera Investment Advisers | $781.0M | 18.4M | ▲+12% Added · +2.0M sh | Q1 2026 | |
| 8 | BANK OF AMERICA CORP /DE/ | $762.0M | 17.9M | ▲+7.0% Added · +1.2M sh | Q1 2026 | |
| 9 | JONES FINANCIAL COMPANIES LLLP | $562.3M | 13.5M | ▲+30% Added · +3.2M sh | Q1 2026 | |
| 10 | COMMONWEALTH EQUITY SERVICES, LLC | $572.9M | 13.5M | ▲+9.0% Added · +1.1M sh | Q1 2026 | |
| 11 | Advance Capital Management, Inc. | $433.6M | 10.2M | ▲+1.4% Added · +141K sh | Q1 2026 | |
| 12 | UBS Group AG | $402.8M | 9.5M | ▲+2.6% Added · +241K sh | Q1 2026 | |
| 13 | OSAIC HOLDINGS, INC. | $395.9M | 9.3M | ▲+2.3% Added · +205K sh | Q1 2026 | |
| 14 | ROYAL BANK OF CANADA | $318.2M | 7.5M | ▲+20% Added · +1.2M sh | Q1 2026 | |
| 15 | Confluence Wealth Services, Inc. | $343.0M | 7.0M | ▲+15% Added · +916K sh | Q2 2026 | |
| 16 | Kestra Advisory Services, LLC | $342.7M | 7.0M | ▲+19% Added · +1.1M sh | Q2 2026 | |
| 17 | STIFEL FINANCIAL CORP | $260.3M | 6.1M | ▲+28% Added · +1.3M sh | Q1 2026 | |
| 18 | Private Advisor Group, LLC | $288.7M | 5.9M | ▲+56% Added · +2.1M sh | Q2 2026 | |
| 19 | Forge Financial Services LLC | $280.2M | 5.7M | ▲+0.8% Added · +44K sh | Q2 2026 | |
| 20 | MML INVESTORS SERVICES, LLC | $250.3M | 5.1M | ▲+19% Added · +807K sh | Q2 2026 | |
| 21 | D.A. DAVIDSON & CO. | $183.9M | 3.7M | ▲+2.5% Added · +93K sh | Q2 2026 | |
| 22 | &PARTNERS | $141.9M | 2.9M | ▲+8.6% Added · +228K sh | Q2 2026 | |
| 23 | CIBC Bancorp USA Inc. | $101.4M | 2.5M | ▲New +2.5M sh | Q1 2026 | |
| 24 | Kestra Investment Management, LLC | $124.7M | 2.5M | ▼−23% Reduced · −768K sh | Q2 2026 | |
| 25 | Bogart Wealth, LLC | $102.0M | 2.4M | ▲+0.8% Added · +19K 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.
Last quarter, 0 funds opened a new position in CGDV and 33 added to an existing one, while 11 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 | 438 funds | $84.2B |
| MICROSOFT CORPMSFT | 433 funds | $64.5B |
| NVIDIA CORPNVDA | 431 funds | $92.2B |
| AMAZON.COM INCAMZN | 431 funds | $46.1B |
| ALPHABET INC-CL AGOOGL | 414 funds | $43.3B |
| ALPHABET INC-CL CGOOG | 403 funds | $26.0B |
| JPMORGAN CHASE & COJPM | 401 funds | $20.8B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 397 funds | $12.6B |
| VANGUARD S&P 500 ETFVOO | 395 funds | $15.7B |
| ELI LILLY & COLLY | 390 funds | $21.5B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 390 funds | $12.5B |
| JOHNSON & JOHNSONJNJ | 388 funds | $14.0B |
Ranked by how many of CGDV'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 CGDV
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/CGDV/capital-change-brief"
Use Arkolith's capital_change_brief for CGDV. 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 CGDV. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.