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/CGIB/capital-change-brief"
Use Arkolith's capital_change_brief for CGIB. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | WELLS FARGO & COMPANY/MN | $46.7M | 1.8M | ▲+90% Added · +875K sh | Q1 2026 | |
| 2 | Composition Wealth, LLC | $36.5M | 1.4M | ▲+3.5% Added · +49K sh | Q1 2026 | |
| 3 | Kestra Investment Management, LLC | $31.7M | 1.3M | ▲+299% Added · +941K sh | Q1 2026 | |
| 4 | ENVESTNET ASSET MANAGEMENT INC | $28.7M | 1.1M | ▲+99% Added · +564K sh | Q1 2026 | |
| 5 | HighTower Advisors, LLC | $14.8M | 586K | ▲+58% Added · +216K sh | Q1 2026 | |
| 6 | Orion Porfolio Solutions, LLC | $12.7M | 502K | ▼−4.3% Reduced · −22K sh | Q1 2026 | |
| 7 | Merit Financial Group, LLC | $9.2M | 366K | ▲+5.0% Added · +17K sh | Q1 2026 | |
| 8 | BENJAMIN EDWARDS INC | $6.0M | 237K | ▲+292% Added · +177K sh | Q1 2026 | |
| 9 | ASSETMARK, INC | $2.8M | 111K | ▲+44% Added · +34K sh | Q1 2026 | |
| 10 | ROYAL BANK OF CANADA | $2.7M | 109K | ▲+8.2% Added · +8K sh | Q1 2026 | |
| 11 | COMMONWEALTH EQUITY SERVICES, LLC | $2.6M | 104K | ▲+12% Added · +11K sh | Q1 2026 | |
| 12 | OSAIC HOLDINGS, INC. | $2.6M | 103K | ▲+32% Added · +25K sh | Q1 2026 | |
| 13 | SEI INVESTMENTS CO | $2.3M | 89K | ▲+30% Added · +21K sh | Q1 2026 | |
| 14 | Cetera Investment Advisers | $2.2M | 86K | ▲+80% Added · +38K sh | Q1 2026 | |
| 15 | Sigma Planning Corp | $1.6M | 62K | ▲+17% Added · +9K sh | Q1 2026 | |
| 16 | HARBOUR INVESTMENTS, INC. | $1.6M | 62K | ▲+75% Added · +26K sh | Q1 2026 | |
| 17 | Valmark Advisers, Inc. | $1.5M | 59K | ▲+46% Added · +19K sh | Q1 2026 | |
| 18 | MML INVESTORS SERVICES, LLC | $1.2M | 46K | ▲+41% Added · +14K sh | Q1 2026 | |
| 19 | JANE STREET GROUP, LLC | $1.1M | 44K | ▼−82% Reduced · −195K sh | Q1 2026 | |
| 20 | STIFEL FINANCIAL CORP | $941K | 37K | ▲New +37K sh | Q1 2026 | |
| 21 | CITADEL ADVISORS LLC | $713K | 28K | ▲New +28K sh | Q1 2026 | |
| 22 | Farther Finance Advisors, LLC | $616K | 24K | ▲New +24K sh | Q1 2026 | |
| 23 | &PARTNERS | $613K | 24K | ▲+75% Added · +10K sh | Q1 2026 | |
| 24 | D.A. DAVIDSON & CO. | $595K | 24K | ▲New +24K sh | Q1 2026 | |
| 25 | Dynamic Advisor Solutions LLC | $579K | 23K | ▲+8.0% Added · +2K 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 |
|---|---|---|
| NVIDIA CORPNVDA | 22 funds | $8.3B |
| ISHARES CORE S&P 500 ETFIVV | 22 funds | $7.6B |
| APPLE INCAAPL | 22 funds | $7.4B |
| MICROSOFT CORPMSFT | 22 funds | $5.2B |
| AMAZON.COM INCAMZN | 22 funds | $4.5B |
| ALPHABET INC-CL AGOOGL | 22 funds | $3.5B |
| BROADCOM INCAVGO | 22 funds | $3.2B |
| META PLATFORMS INC-CLASS AMETA | 22 funds | $2.8B |
| VANGUARD FTSE DEVELOPED ETFVEA | 22 funds | $2.5B |
| VANGUARD VALUE ETFVTV | 22 funds | $2.5B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 22 funds | $2.5B |
| JPMORGAN CHASE & COJPM | 22 funds | $2.4B |
Ranked by how many of CGIB'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 CGIB. 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.