197 tracked 13F filers disclose a position in CGIC as of the latest SEC 13F filings, a combined $1.2B 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 | LPL Financial LLC | $165.3M | 5.0M | ▲+80% Added · +2.2M sh | Q1 2026 | |
| 2 | RAYMOND JAMES FINANCIAL INC | $108.3M | 3.3M | ▲+42% Added · +966K sh | Q1 2026 | |
| 3 | OSAIC HOLDINGS, INC. | $88.2M | 2.7M | ▲+12% Added · +295K sh | Q1 2026 | |
| 4 | ROYAL BANK OF CANADA | $57.4M | 1.7M | ▲+112% Added · +914K sh | Q1 2026 | |
| 5 | COMMONWEALTH EQUITY SERVICES, LLC | $43.3M | 1.3M | ▲+67% Added · +526K sh | Q1 2026 | |
| 6 | ENVESTNET ASSET MANAGEMENT INC | $39.5M | 1.2M | ▼−1.1% Reduced · −13K sh | Q1 2026 | |
| 7 | Merit Financial Group, LLC | $42.4M | 1.2M | ▲+3.0% Added · +34K sh | Q2 2026 | |
| 8 | WELLS FARGO & COMPANY/MN | $33.0M | 998K | ▲+150% Added · +599K sh | Q1 2026 | |
| 9 | Amplius Wealth Advisors, LLC | $36.2M | 995K | ▲+0.2% Added · +2K sh | Q2 2026 | |
| 10 | MML INVESTORS SERVICES, LLC | $34.2M | 941K | ▲+66% Added · +375K sh | Q2 2026 | |
| 11 | Johnson Bixby & Associates, LLC | $31.3M | 861K | ▲+4.3% Added · +36K sh | Q2 2026 | |
| 12 | Cetera Investment Advisers | $27.4M | 827K | ▲+45% Added · +255K sh | Q1 2026 | |
| 13 | JONES FINANCIAL COMPANIES LLLP | $23.5M | 731K | ▲+184% Added · +474K sh | Q1 2026 | |
| 14 | D.A. DAVIDSON & CO. | $24.1M | 663K | ▲+19% Added · +108K sh | Q2 2026 | |
| 15 | Gerber Kawasaki Wealth & Investment Management | $23.1M | 635K | ▲+35% Added · +164K sh | Q2 2026 | |
| 16 | NewEdge Advisors, LLC | $21.0M | 576K | ▲+9.2% Added · +49K sh | Q2 2026 | |
| 17 | STIFEL FINANCIAL CORP | $16.4M | 497K | ▲+7.0% Added · +33K sh | Q1 2026 | |
| 18 | Sound View Wealth Advisors Group, LLC | $15.5M | 426K | ▲+29% Added · +96K sh | Q2 2026 | |
| 19 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $13.4M | 403K | ▲+22% Added · +74K sh | Q1 2026 | |
| 20 | Souders Financial Advisors | $14.0M | 384K | ▲+6.4% Added · +23K sh | Q2 2026 | |
| 21 | Private Advisor Group, LLC | $12.6M | 345K | ▼−30% Reduced · −146K sh | Q2 2026 | |
| 22 | First Heartland Consultants, Inc. | $12.1M | 333K | ▼−17% Reduced · −67K sh | Q2 2026 | |
| 23 | &PARTNERS | $11.3M | 309K | ▲+89% Added · +145K sh | Q2 2026 | |
| 24 | Hamilton Wealth, LLC | $11.1M | 304K | ▲New +304K sh | Q2 2026 | |
| 25 | Equitable Holdings, Inc. | $9.5M | 262K | ▲+34% Added · +66K 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 CGIC and 37 added to an existing one, while 3 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 | 107 funds | $12.2B |
| NVIDIA CORPNVDA | 106 funds | $12.1B |
| MICROSOFT CORPMSFT | 106 funds | $10.3B |
| AMAZON.COM INCAMZN | 106 funds | $7.8B |
| ALPHABET INC-CL AGOOGL | 103 funds | $5.3B |
| ALPHABET INC-CL CGOOG | 102 funds | $5.8B |
| BROADCOM INCAVGO | 100 funds | $5.1B |
| JPMORGAN CHASE & COJPM | 100 funds | $3.9B |
| ELI LILLY & COLLY | 100 funds | $2.6B |
| JOHNSON & JOHNSONJNJ | 100 funds | $2.1B |
| WALMART INCWMT | 100 funds | $1.6B |
| ISHARES CORE S&P 500 ETFIVV | 99 funds | $9.7B |
Ranked by how many of CGIC's institutional holders also hold each name, a cross-fund conviction signal.
No filings captured for this ticker in the live stream yet.
Connected entities for CGIC
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/CGIC/capital-change-brief"
Use Arkolith's capital_change_brief for CGIC. 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 CGIC. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.