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.
| # | 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 | $37.5M | 1.1M | ▲+1.6% Added · +17K sh | Q1 2026 | |
| 8 | WELLS FARGO & COMPANY/MN | $33.0M | 998K | ▲+150% Added · +599K sh | Q1 2026 | |
| 9 | Johnson Bixby & Associates, LLC | $31.3M | 861K | ▲+4.3% Added · +36K sh | Q2 2026 | |
| 10 | Cetera Investment Advisers | $27.4M | 827K | ▲+45% Added · +255K sh | Q1 2026 | |
| 11 | JONES FINANCIAL COMPANIES LLLP | $23.5M | 731K | ▲+184% Added · +474K sh | Q1 2026 | |
| 12 | MML INVESTORS SERVICES, LLC | $18.7M | 566K | ▲+9.4% Added · +49K sh | Q1 2026 | |
| 13 | D.A. DAVIDSON & CO. | $18.4M | 555K | ▲+62% Added · +212K sh | Q1 2026 | |
| 14 | NewEdge Advisors, LLC | $17.5M | 527K | ▲+9.0% Added · +44K sh | Q1 2026 | |
| 15 | STIFEL FINANCIAL CORP | $16.4M | 497K | ▲+7.0% Added · +33K sh | Q1 2026 | |
| 16 | Private Advisor Group, LLC | $16.2M | 491K | ▲+145% Added · +290K sh | Q1 2026 | |
| 17 | Gerber Kawasaki Wealth & Investment Management | $15.6M | 471K | ▲+870% Added · +423K sh | Q1 2026 | |
| 18 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $13.4M | 403K | ▲+22% Added · +74K sh | Q1 2026 | |
| 19 | First Heartland Consultants, Inc. | $12.1M | 333K | ▼−17% Reduced · −67K sh | Q2 2026 | |
| 20 | BIP Wealth, LLC | $9.9M | 298K | ▼−1.1% Reduced · −3K sh | Q1 2026 | |
| 21 | Steward Partners Investment Advisory, LLC | $8.1M | 246K | ▲+1.9% Added · +4K sh | Q1 2026 | |
| 22 | Farther Finance Advisors, LLC | $7.9M | 235K | ▲+4.9% Added · +11K sh | Q1 2026 | |
| 23 | INDEPENDENT FINANCIAL GROUP, LLC | $8.0M | 220K | ▲+5.4% Added · +11K sh | Q2 2026 | |
| 24 | Confluence Wealth Services, Inc. | $6.6M | 200K | ▲+29% Added · +44K sh | Q1 2026 | |
| 25 | Equitable Holdings, Inc. | $6.4M | 196K | ▲+278% Added · +144K 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.
| Company | Co-held by | Combined value |
|---|---|---|
| ISHARES CORE S&P 500 ETFIVV | 62 funds | $16.5B |
| NVIDIA CORPNVDA | 62 funds | $15.7B |
| MICROSOFT CORPMSFT | 62 funds | $11.6B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 62 funds | $7.3B |
| BROADCOM INCAVGO | 62 funds | $5.9B |
| META PLATFORMS INC-CLASS AMETA | 62 funds | $5.6B |
| JPMORGAN CHASE & COJPM | 62 funds | $5.5B |
| VANGUARD VALUE ETFVTV | 62 funds | $5.1B |
| ALPHABET INC-CL CGOOG | 62 funds | $4.8B |
| VANGUARD FTSE DEVELOPED ETFVEA | 62 funds | $4.4B |
| ISHARES CORE MSCI EMERGINGIEMG | 62 funds | $3.8B |
| JOHNSON & JOHNSONJNJ | 62 funds | $3.6B |
Ranked by how many of CGIC'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 CGIC. 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.