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/CGGE/capital-change-brief"
Use Arkolith's capital_change_brief for CGGE. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | ENVESTNET ASSET MANAGEMENT INC | $429.9M | 14.1M | ▲+16% Added · +2.0M sh | Q1 2026 | |
| 2 | WELLS FARGO & COMPANY/MN | $144.4M | 4.7M | ▲+103% Added · +2.4M sh | Q1 2026 | |
| 3 | LPL Financial LLC | $120.3M | 3.9M | ▲+44% Added · +1.2M sh | Q1 2026 | |
| 4 | Cetera Investment Advisers | $100.2M | 3.3M | ▲+16% Added · +459K sh | Q1 2026 | |
| 5 | Clearstead Advisors, LLC | $83.8M | 2.7M | ▲New +2.7M sh | Q1 2026 | |
| 6 | Larson Financial Group LLC | $48.1M | 1.6M | ▲+16% Added · +215K sh | Q1 2026 | |
| 7 | MML INVESTORS SERVICES, LLC | $48.1M | 1.6M | ▲+1.4% Added · +22K sh | Q1 2026 | |
| 8 | ASSETMARK, INC | $43.6M | 1.4M | ▲+18% Added · +217K sh | Q1 2026 | |
| 9 | BENJAMIN EDWARDS INC | $39.6M | 1.3M | ▲+110% Added · +679K sh | Q1 2026 | |
| 10 | COMMONWEALTH EQUITY SERVICES, LLC | $37.4M | 1.2M | ▲+87% Added · +571K sh | Q1 2026 | |
| 11 | ROYAL BANK OF CANADA | $36.5M | 1.2M | ▲+8.6% Added · +95K sh | Q1 2026 | |
| 12 | OSAIC HOLDINGS, INC. | $29.5M | 967K | ▲+59% Added · +358K sh | Q1 2026 | |
| 13 | Vestmark Advisory Solutions, Inc. | $27.0M | 886K | ▲+22% Added · +161K sh | Q1 2026 | |
| 14 | NewEdge Advisors, LLC | $26.1M | 854K | ▲+15% Added · +108K sh | Q1 2026 | |
| 15 | &PARTNERS | $23.0M | 754K | ▲+17% Added · +110K sh | Q1 2026 | |
| 16 | James Reed Financial Services, Inc. | $20.8M | 592K | ▲+0.9% Added · +5K sh | Q2 2026 | |
| 17 | RAYMOND JAMES FINANCIAL INC | $18.0M | 589K | ▲+15% Added · +76K sh | Q1 2026 | |
| 18 | Orion Porfolio Solutions, LLC | $16.0M | 523K | ▲+23% Added · +99K sh | Q1 2026 | |
| 19 | JANE STREET GROUP, LLC | $14.8M | 486K | ▲+22% Added · +86K sh | Q1 2026 | |
| 20 | TRUIST FINANCIAL CORP | $12.3M | 403K | ▲+14% Added · +49K sh | Q1 2026 | |
| 21 | Smartleaf Asset Management LLC | $11.6M | 394K | ▲+9.0% Added · +33K sh | Q1 2026 | |
| 22 | Gateway Wealth Partners, LLC | $10.9M | 357K | ▲+410% Added · +287K sh | Q1 2026 | |
| 23 | JONES FINANCIAL COMPANIES LLLP | $10.3M | 348K | ▲+81% Added · +156K sh | Q1 2026 | |
| 24 | CULLEN/FROST BANKERS, INC. | $10.0M | 329K | ▲+15% Added · +43K sh | Q1 2026 | |
| 25 | TD Waterhouse Canada Inc. | $10.0M | 325K | ▲176× Added · +323K 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 |
|---|---|---|
| ISHARES CORE S&P 500 ETFIVV | 65 funds | $17.1B |
| APPLE INCAAPL | 65 funds | $16.5B |
| NVIDIA CORPNVDA | 65 funds | $16.2B |
| MICROSOFT CORPMSFT | 65 funds | $12.1B |
| AMAZON.COM INCAMZN | 65 funds | $10.0B |
| ALPHABET INC-CL AGOOGL | 65 funds | $8.2B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 65 funds | $7.6B |
| JPMORGAN CHASE & COJPM | 65 funds | $6.3B |
| BROADCOM INCAVGO | 65 funds | $6.3B |
| META PLATFORMS INC-CLASS AMETA | 65 funds | $5.7B |
| ALPHABET INC-CL CGOOG | 65 funds | $5.0B |
| INVESCO QQQ TRUST SERIES 1QQQ | 65 funds | $5.0B |
Ranked by how many of CGGE'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 CGGE. 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.