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/CGHM/capital-change-brief"
Use Arkolith's capital_change_brief for CGHM. 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 | $305.6M | 12.1M | ▲+14% Added · +1.5M sh | Q1 2026 | |
| 2 | LPL Financial LLC | $118.5M | 4.7M | ▲+57% Added · +1.7M sh | Q1 2026 | |
| 3 | Cetera Investment Advisers | $63.3M | 2.5M | ▲+17% Added · +371K sh | Q1 2026 | |
| 4 | Vestmark Advisory Solutions, Inc. | $39.3M | 1.6M | ▲+12% Added · +163K sh | Q1 2026 | |
| 5 | ASSETMARK, INC | $30.4M | 1.2M | ▲+6.3% Added · +71K sh | Q1 2026 | |
| 6 | MML INVESTORS SERVICES, LLC | $29.7M | 1.2M | ▼−5.5% Reduced · −68K sh | Q1 2026 | |
| 7 | COMMONWEALTH EQUITY SERVICES, LLC | $25.4M | 1.0M | ▲+33% Added · +247K sh | Q1 2026 | |
| 8 | ROYAL BANK OF CANADA | $24.6M | 973K | ▲+20% Added · +163K sh | Q1 2026 | |
| 9 | RAYMOND JAMES FINANCIAL INC | $19.1M | 755K | ▲+45% Added · +235K sh | Q1 2026 | |
| 10 | Orion Porfolio Solutions, LLC | $18.5M | 729K | ▲+4.8% Added · +33K sh | Q1 2026 | |
| 11 | Aprio Wealth Management, LLC | $18.2M | 719K | ▲+12% Added · +75K sh | Q1 2026 | |
| 12 | TRUIST FINANCIAL CORP | $17.3M | 683K | ▲+16% Added · +95K sh | Q1 2026 | |
| 13 | Confluence Wealth Services, Inc. | $17.0M | 671K | ▼−4.0% Reduced · −28K sh | Q1 2026 | |
| 14 | J. Derek Lewis & Associates Inc. | $14.7M | 580K | ▲+10% Added · +53K sh | Q1 2026 | |
| 15 | OSAIC HOLDINGS, INC. | $14.1M | 557K | ▼−15% Reduced · −95K sh | Q1 2026 | |
| 16 | JONES FINANCIAL COMPANIES LLLP | $13.4M | 532K | ▲+129% Added · +300K sh | Q1 2026 | |
| 17 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $12.7M | 502K | ▲+109% Added · +262K sh | Q1 2026 | |
| 18 | PRINCIPAL SECURITIES, INC. | $11.2M | 443K | ▲+17% Added · +64K sh | Q1 2026 | |
| 19 | Kestra Advisory Services, LLC | $11.1M | 439K | ▲+513% Added · +367K sh | Q1 2026 | |
| 20 | Steward Partners Investment Advisory, LLC | $10.0M | 397K | ▲+11% Added · +38K sh | Q1 2026 | |
| 21 | BENJAMIN EDWARDS INC | $9.6M | 380K | ▲+39% Added · +106K sh | Q1 2026 | |
| 22 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME | $8.6M | 338K | ▲New +338K sh | Q1 2026 | |
| 23 | Envestnet Portfolio Solutions, Inc. | $7.7M | 305K | ▼−7.9% Reduced · −26K sh | Q1 2026 | |
| 24 | Valmark Advisers, Inc. | $7.5M | 295K | ▲+58% Added · +108K sh | Q1 2026 | |
| 25 | Prentice Wealth Management LLC | $6.9M | 268K | ▲+29% Added · +60K sh | Q2 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 | 59 funds | $15.7B |
| NVIDIA CORPNVDA | 59 funds | $14.2B |
| APPLE INCAAPL | 59 funds | $13.9B |
| MICROSOFT CORPMSFT | 59 funds | $10.0B |
| AMAZON.COM INCAMZN | 59 funds | $8.3B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 59 funds | $5.8B |
| BROADCOM INCAVGO | 59 funds | $5.5B |
| JPMORGAN CHASE & COJPM | 59 funds | $5.2B |
| VANGUARD VALUE ETFVTV | 59 funds | $5.0B |
| META PLATFORMS INC-CLASS AMETA | 59 funds | $4.9B |
| VANGUARD FTSE DEVELOPED ETFVEA | 59 funds | $4.4B |
| INVESCO QQQ TRUST SERIES 1QQQ | 59 funds | $4.2B |
Ranked by how many of CGHM'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 CGHM. 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.