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.
| # | 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 | STIFEL FINANCIAL CORP | $260.3M | 6.1M | ▲+28% Added · +1.3M sh | Q1 2026 | |
| 16 | Confluence Wealth Services, Inc. | $257.1M | 6.0M | ▲+4.4% Added · +255K sh | Q1 2026 | |
| 17 | Kestra Advisory Services, LLC | $249.2M | 5.9M | ▲+15% Added · +761K sh | Q1 2026 | |
| 18 | MML INVESTORS SERVICES, LLC | $181.7M | 4.3M | ▼−13% Reduced · −649K sh | Q1 2026 | |
| 19 | Private Advisor Group, LLC | $159.6M | 3.8M | ▲+6.8% Added · +240K sh | Q1 2026 | |
| 20 | D.A. DAVIDSON & CO. | $154.8M | 3.6M | ▲+2.8% Added · +98K sh | Q1 2026 | |
| 21 | Kestra Investment Management, LLC | $140.3M | 3.3M | ▲+61% Added · +1.3M sh | Q1 2026 | |
| 22 | &PARTNERS | $112.8M | 2.6M | ▲+11% Added · +268K sh | Q1 2026 | |
| 23 | CIBC Bancorp USA Inc. | $101.4M | 2.5M | ▲New +2.5M sh | Q1 2026 | |
| 24 | Bogart Wealth, LLC | $102.0M | 2.4M | ▲+0.8% Added · +19K sh | Q1 2026 | |
| 25 | CWM, LLC | $99.6M | 2.3M | ▲+17% Added · +342K 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 | 171 funds | $31.8B |
| MICROSOFT CORPMSFT | 171 funds | $27.4B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 171 funds | $20.1B |
| JPMORGAN CHASE & COJPM | 171 funds | $12.6B |
| ELI LILLY & COLLY | 171 funds | $8.5B |
| WALMART INCWMT | 171 funds | $7.1B |
| COSTCO WHOLESALE CORPCOST | 171 funds | $6.6B |
| VISA INC-CLASS A SHARESV | 171 funds | $6.5B |
| TESLA INCTSLA | 171 funds | $6.1B |
| ABBVIE INCABBV | 171 funds | $5.2B |
| HOME DEPOT INCHD | 171 funds | $4.8B |
| APPLE INCAAPL | 170 funds | $37.2B |
Ranked by how many of CGDV'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 CGDV. 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.