31 tracked 13F filers disclose a position in CGHY as of the latest SEC 13F filings, a combined $72.7M 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 | BENJAMIN EDWARDS INC | $50.0M | 2.0M | ▲~0% Added · +225 sh | Q2 2026 | |
| 2 | MML INVESTORS SERVICES, LLC | $4.4M | 172K | ▲+816% Added · +153K sh | Q2 2026 | |
| 3 | J. Derek Lewis & Associates Inc. | $2.9M | 114K | ▲+2.2% Added · +2K sh | Q2 2026 | |
| 4 | Compton Financial Group, LLC | $2.7M | 106K | ▲New +106K sh | Q2 2026 | |
| 5 | COMMONWEALTH EQUITY SERVICES, LLC | $1.3M | 51K | ▲New +51K sh | Q1 2026 | |
| 6 | &PARTNERS | $1.2M | 45K | ▲New +45K sh | Q2 2026 | |
| 7 | Merit Financial Group, LLC | $959K | 38K | ▲New +38K sh | Q2 2026 | |
| 8 | Gateway Wealth Partners, LLC | $895K | 35K | ▲New +35K sh | Q2 2026 | |
| 9 | Dynamic Advisor Solutions LLC | $866K | 34K | ▲+6.7% Added · +2K sh | Q2 2026 | |
| 10 | Greenline Wealth Management LLC | $849K | 34K | ▲+31% Added · +8K sh | Q2 2026 | |
| 11 | OSAIC HOLDINGS, INC. | $736K | 29K | ▲+116% Added · +16K sh | Q1 2026 | |
| 12 | CULLEN/FROST BANKERS, INC. | $706K | 28K | ▲New +28K sh | Q2 2026 | |
| 13 | Ausdal Financial Partners, Inc. | $596K | 24K | —Held | Q2 2026 | |
| 14 | ENVESTNET ASSET MANAGEMENT INC | $579K | 23K | ▲+124% Added · +13K sh | Q1 2026 | |
| 15 | Concurrent Investment Advisors, LLC | $576K | 23K | ▲New +23K sh | Q2 2026 | |
| 16 | JANE STREET GROUP, LLC | $558K | 22K | ▲+132% Added · +13K sh | Q1 2026 | |
| 17 | Gutierrez Wealth Advisory, LLC | $480K | 19K | ▲+0.4% Added · +79 sh | Q2 2026 | |
| 18 | DIVERSIFY WEALTH MANAGEMENT, LLC | $393K | 16K | ▲+1.4% Added · +217 sh | Q2 2026 | |
| 19 | Diversify Advisory Services, LLC | $393K | 16K | ▲Added Added · +16K sh | Q2 2026 | |
| 20 | COFG Advisors, LLC | $394K | 16K | ▲New +16K sh | Q2 2026 | |
| 21 | IFP Advisors, Inc | $276K | 11K | ▲+3.8% Added · +403 sh | Q2 2026 | |
| 22 | ASSETMARK, INC | $246K | 10K | ▲New +10K sh | Q2 2026 | |
| 23 | CITADEL ADVISORS LLC | $227K | 9K | ▲New +9K sh | Q1 2026 | |
| 24 | Envestnet Portfolio Solutions, Inc. | $208K | 8K | ▲New +8K sh | Q2 2026 | |
| 25 | HARBOUR INVESTMENTS, INC. | $97K | 4K | ▲+462% Added · +3K 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.
Last quarter, 7 funds opened a new position in CGHY and 7 added to an existing one, while 0 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 | 16 funds | $3.6B |
| AMAZON.COM INCAMZN | 16 funds | $2.6B |
| MICROSOFT CORPMSFT | 16 funds | $2.3B |
| ALPHABET INC-CL AGOOGL | 16 funds | $1.7B |
| TAIWAN SEMICONDUCTOR-SP ADRTSM | 16 funds | $1.5B |
| JPMORGAN CHASE & COJPM | 16 funds | $1.2B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 16 funds | $919.2M |
| COSTCO WHOLESALE CORPCOST | 16 funds | $899.7M |
| INVESCO QQQ TRUST SERIES 1QQQ | 16 funds | $877.6M |
| JOHNSON & JOHNSONJNJ | 16 funds | $812.5M |
| HOME DEPOT INCHD | 16 funds | $779.1M |
| ELI LILLY & COLLY | 16 funds | $619.8M |
Ranked by how many of CGHY'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 |
| CGHMmc | 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 CGHY
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/CGHY/capital-change-brief"
Use Arkolith's capital_change_brief for CGHY. 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 CGHY. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.