168 tracked 13F filers disclose a position in CGHM as of the latest SEC 13F filings, a combined $1.0B in reported value. 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.
| # | 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. | $40.1M | 1.6M | ▼~0% Reduced · −34 sh | Q2 2026 | |
| 5 | MML INVESTORS SERVICES, LLC | $36.0M | 1.4M | ▲+19% Added · +217K sh | Q2 2026 | |
| 6 | ASSETMARK, INC | $34.5M | 1.3M | ▲+11% Added · +136K sh | Q2 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 | Aprio Wealth Management, LLC | $21.2M | 819K | ▲+14% Added · +100K sh | Q2 2026 | |
| 10 | RAYMOND JAMES FINANCIAL INC | $19.1M | 755K | ▲+45% Added · +235K sh | Q1 2026 | |
| 11 | Orion Porfolio Solutions, LLC | $18.5M | 729K | ▲+4.8% Added · +33K sh | Q1 2026 | |
| 12 | Confluence Wealth Services, Inc. | $18.0M | 696K | ▲+3.8% Added · +25K sh | Q2 2026 | |
| 13 | TRUIST FINANCIAL CORP | $17.3M | 683K | ▲+16% Added · +95K sh | Q1 2026 | |
| 14 | J. Derek Lewis & Associates Inc. | $15.0M | 580K | ▼~0% Reduced · −2 sh | Q2 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 | Kestra Advisory Services, LLC | $13.1M | 505K | ▲+15% Added · +67K sh | Q2 2026 | |
| 18 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $12.7M | 502K | ▲+109% Added · +262K sh | Q1 2026 | |
| 19 | PRINCIPAL SECURITIES, INC. | $12.8M | 496K | ▲+12% Added · +53K sh | Q2 2026 | |
| 20 | BENJAMIN EDWARDS INC | $12.2M | 473K | ▲+24% Added · +93K sh | Q2 2026 | |
| 21 | Steward Partners Investment Advisory, LLC | $10.6M | 409K | ▲+3.2% Added · +13K sh | Q2 2026 | |
| 22 | Strata Wealth Advisors, LLC | $10.1M | 392K | ▲+1.2% Added · +5K sh | Q2 2026 | |
| 23 | Envestnet Portfolio Solutions, Inc. | $9.2M | 356K | ▲+17% Added · +51K sh | Q2 2026 | |
| 24 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME | $8.6M | 338K | ▲New +338K sh | Q1 2026 | |
| 25 | Valmark Advisers, Inc. | $8.0M | 309K | ▲+4.8% Added · +14K 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.
Last quarter, 5 funds opened a new position in CGHM and 38 added to an existing one, while 5 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Combined value |
|---|---|---|
| APPLE INCAAPL | 94 funds | $38.3B |
| MICROSOFT CORPMSFT | 94 funds | $31.1B |
| AMAZON.COM INCAMZN | 94 funds | $22.6B |
| NVIDIA CORPNVDA | 92 funds | $48.0B |
| ALPHABET INC-CL AGOOGL | 91 funds | $17.9B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 91 funds | $6.7B |
| JPMORGAN CHASE & COJPM | 90 funds | $8.4B |
| COSTCO WHOLESALE CORPCOST | 89 funds | $4.5B |
| VANGUARD S&P 500 ETFVOO | 89 funds | $4.3B |
| BROADCOM INCAVGO | 88 funds | $17.1B |
| META PLATFORMS INC-CLASS AMETA | 88 funds | $11.1B |
| JOHNSON & JOHNSONJNJ | 88 funds | $6.9B |
Ranked by how many of CGHM's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| CGMSmc | 315 funds | $3.4B |
| CGMUmc | 314 funds | $3.3B |
| CGCPmc | 290 funds | $4.7B |
| CGCBmc | 238 funds | $3.3B |
| CGSDmc | 176 funds | $1.4B |
| CGHMthis pagemc | 168 funds | $1.0B |
| CGSMmc | 139 funds | $568.1M |
| CGIBINTERNATIONAL BD | 59 funds | $225.3M |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
No filings captured for this ticker in the live stream yet.
Connected entities for CGHM
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.
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.