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/CGGO/capital-change-brief"
Use Arkolith's capital_change_brief for CGGO. 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 | $567.2M | 17.0M | ▲+13% Added · +1.9M sh | Q1 2026 | |
| 2 | RAYMOND JAMES FINANCIAL INC | $455.5M | 13.6M | ▲+4.0% Added · +519K sh | Q1 2026 | |
| 3 | ENVESTNET ASSET MANAGEMENT INC | $402.7M | 12.1M | ▲+18% Added · +1.8M sh | Q1 2026 | |
| 4 | MORGAN STANLEY | $399.2M | 12.0M | ▲+20% Added · +2.0M sh | Q1 2026 | |
| 5 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $362.4M | 10.9M | ▼−1.8% Reduced · −194K sh | Q1 2026 | |
| 6 | Cetera Investment Advisers | $276.9M | 8.3M | ▲+7.3% Added · +562K sh | Q1 2026 | |
| 7 | WELLS FARGO & COMPANY/MN | $241.4M | 7.2M | ▲+24% Added · +1.4M sh | Q1 2026 | |
| 8 | COMMONWEALTH EQUITY SERVICES, LLC | $185.5M | 5.6M | ▲+3.0% Added · +161K sh | Q1 2026 | |
| 9 | JONES FINANCIAL COMPANIES LLLP | $176.7M | 5.4M | ▲+30% Added · +1.2M sh | Q1 2026 | |
| 10 | UBS Group AG | $145.3M | 4.4M | ▲+8.0% Added · +321K sh | Q1 2026 | |
| 11 | ROYAL BANK OF CANADA | $135.7M | 4.1M | ▲+26% Added · +833K sh | Q1 2026 | |
| 12 | BANK OF AMERICA CORP /DE/ | $133.8M | 4.0M | ▲+16% Added · +544K sh | Q1 2026 | |
| 13 | OSAIC HOLDINGS, INC. | $126.8M | 3.8M | ▼−6.4% Reduced · −258K sh | Q1 2026 | |
| 14 | MML INVESTORS SERVICES, LLC | $94.0M | 2.8M | ▼−11% Reduced · −365K sh | Q1 2026 | |
| 15 | SEI INVESTMENTS CO | $65.5M | 2.0M | ▲+21% Added · +341K sh | Q1 2026 | |
| 16 | &PARTNERS | $65.1M | 1.9M | ▲+22% Added · +355K sh | Q1 2026 | |
| 17 | NewEdge Advisors, LLC | $55.5M | 1.7M | ▲+9.7% Added · +148K sh | Q1 2026 | |
| 18 | Kestra Advisory Services, LLC | $52.2M | 1.6M | ▲+11% Added · +154K sh | Q1 2026 | |
| 19 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $59.3M | 1.4M | ▲+3.9% Added · +54K sh | Q2 2026 | |
| 20 | Baird Financial Group, Inc. | $39.3M | 1.2M | ▼−17% Reduced · −238K sh | Q1 2026 | |
| 21 | JPMORGAN CHASE & CO | $36.4M | 1.1M | ▲+36% Added · +303K sh | Q1 2026 | |
| 22 | STIFEL FINANCIAL CORP | $35.9M | 1.1M | ▲+15% Added · +138K sh | Q1 2026 | |
| 23 | JANE STREET GROUP, LLC | $32.0M | 960K | ▲New +960K sh | Q1 2026 | |
| 24 | LVW Advisors, LLC | $40.4M | 955K | ▼−8.5% Reduced · −89K sh | Q2 2026 | |
| 25 | BENJAMIN EDWARDS INC | $31.7M | 950K | ▲+16% Added · +132K 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 | 134 funds | $27.9B |
| MICROSOFT CORPMSFT | 134 funds | $21.8B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 134 funds | $13.8B |
| BROADCOM INCAVGO | 134 funds | $11.5B |
| JPMORGAN CHASE & COJPM | 134 funds | $10.6B |
| ALPHABET INC-CL CGOOG | 134 funds | $9.9B |
| VANGUARD VALUE ETFVTV | 134 funds | $9.7B |
| META PLATFORMS INC-CLASS AMETA | 134 funds | $9.4B |
| VANGUARD FTSE DEVELOPED ETFVEA | 134 funds | $7.4B |
| ELI LILLY & COLLY | 134 funds | $7.1B |
| EXXON MOBIL CORPXOM | 134 funds | $6.6B |
| WALMART INCWMT | 134 funds | $6.1B |
Ranked by how many of CGGO'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 CGGO. 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.