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/CGGR/capital-change-brief"
Use Arkolith's capital_change_brief for CGGR. 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 | $2.1B | 52.6M | ▲+16% Added · +7.2M sh | Q1 2026 | |
| 2 | MORGAN STANLEY | $1.2B | 29.7M | ▲+11% Added · +2.9M sh | Q1 2026 | |
| 3 | WELLS FARGO & COMPANY/MN | $633.4M | 15.8M | ▲+27% Added · +3.3M sh | Q1 2026 | |
| 4 | ENVESTNET ASSET MANAGEMENT INC | $616.4M | 15.3M | ▲+15% Added · +2.1M sh | Q1 2026 | |
| 5 | BANK OF AMERICA CORP /DE/ | $570.5M | 14.2M | ▲+10% Added · +1.3M sh | Q1 2026 | |
| 6 | RAYMOND JAMES FINANCIAL INC | $567.4M | 14.1M | ▲+14% Added · +1.7M sh | Q1 2026 | |
| 7 | COMMONWEALTH EQUITY SERVICES, LLC | $544.7M | 13.6M | ▲+2.7% Added · +359K sh | Q1 2026 | |
| 8 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $520.3M | 12.9M | ▲+6.7% Added · +810K sh | Q1 2026 | |
| 9 | Cetera Investment Advisers | $393.9M | 9.8M | ▲+19% Added · +1.6M sh | Q1 2026 | |
| 10 | JONES FINANCIAL COMPANIES LLLP | $375.0M | 9.6M | ▲+28% Added · +2.1M sh | Q1 2026 | |
| 11 | ROYAL BANK OF CANADA | $338.7M | 8.4M | ▲+30% Added · +2.0M sh | Q1 2026 | |
| 12 | OSAIC HOLDINGS, INC. | $309.8M | 7.7M | ▲+12% Added · +852K sh | Q1 2026 | |
| 13 | UBS Group AG | $218.7M | 5.4M | ▲+3.9% Added · +205K sh | Q1 2026 | |
| 14 | Kestra Investment Management, LLC | $153.2M | 3.8M | ▲+82% Added · +1.7M sh | Q1 2026 | |
| 15 | MML INVESTORS SERVICES, LLC | $129.1M | 3.2M | ▼−12% Reduced · −431K sh | Q1 2026 | |
| 16 | JPMORGAN CHASE & CO | $121.9M | 3.1M | ▲+46% Added · +996K sh | Q1 2026 | |
| 17 | Kestra Advisory Services, LLC | $121.4M | 3.0M | ▲+17% Added · +445K sh | Q1 2026 | |
| 18 | Advance Capital Management, Inc. | $114.9M | 2.9M | ▲+239% Added · +2.0M sh | Q1 2026 | |
| 19 | BENJAMIN EDWARDS INC | $105.9M | 2.6M | ▲+252% Added · +1.9M sh | Q1 2026 | |
| 20 | STIFEL FINANCIAL CORP | $97.8M | 2.4M | ▲+4.0% Added · +93K sh | Q1 2026 | |
| 21 | &PARTNERS | $90.1M | 2.2M | ▲+8.1% Added · +168K sh | Q1 2026 | |
| 22 | SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | $105.2M | 2.2M | ▼−11% Reduced · −263K sh | Q2 2026 | |
| 23 | Private Advisor Group, LLC | $84.1M | 2.1M | ▲+5.6% Added · +111K sh | Q1 2026 | |
| 24 | CWM, LLC | $80.5M | 2.0M | ▼−11% Reduced · −253K sh | Q1 2026 | |
| 25 | Baird Financial Group, Inc. | $80.4M | 2.0M | ▲+8.4% Added · +155K 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 | 156 funds | $33.5B |
| MICROSOFT CORPMSFT | 156 funds | $26.3B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 156 funds | $16.8B |
| JPMORGAN CHASE & COJPM | 156 funds | $12.3B |
| META PLATFORMS INC-CLASS AMETA | 156 funds | $11.6B |
| ELI LILLY & COLLY | 156 funds | $8.4B |
| WALMART INCWMT | 156 funds | $7.1B |
| COSTCO WHOLESALE CORPCOST | 156 funds | $6.8B |
| TESLA INCTSLA | 156 funds | $6.7B |
| VISA INC-CLASS A SHARESV | 156 funds | $5.8B |
| MASTERCARD INC - AMA | 156 funds | $4.8B |
| HOME DEPOT INCHD | 156 funds | $4.8B |
Ranked by how many of CGGR'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 CGGR. 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.