160 tracked 13F filers disclose a position in CGIE as of the latest SEC 13F filings, a combined $1.4B 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 | Bank of New York Mellon Corp | $145.6M | 4.3M | ▲+112% Added · +2.3M sh | Q1 2026 | |
| 2 | MORGAN STANLEY | $95.0M | 2.8M | ▲+28% Added · +617K sh | Q1 2026 | |
| 3 | JONES FINANCIAL COMPANIES LLLP | $85.0M | 2.6M | ▲+52% Added · +896K sh | Q1 2026 | |
| 4 | UBS Group AG | $85.4M | 2.5M | ▲+33% Added · +625K sh | Q1 2026 | |
| 5 | LPL Financial LLC | $80.6M | 2.4M | ▲+14% Added · +301K sh | Q1 2026 | |
| 6 | Cetera Investment Advisers | $79.7M | 2.4M | ▲+23% Added · +444K sh | Q1 2026 | |
| 7 | ROYAL BANK OF CANADA | $68.5M | 2.0M | ▲+43% Added · +612K sh | Q1 2026 | |
| 8 | Venturi Wealth Management, LLC | $66.0M | 1.8M | ▲+2.7% Added · +47K sh | Q2 2026 | |
| 9 | BANK OF AMERICA CORP /DE/ | $57.8M | 1.7M | ▲+91% Added · +812K sh | Q1 2026 | |
| 10 | RAYMOND JAMES FINANCIAL INC | $43.4M | 1.3M | ▲+33% Added · +320K sh | Q1 2026 | |
| 11 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $38.7M | 1.1M | ▲+75% Added · +489K sh | Q1 2026 | |
| 12 | WELLS FARGO & COMPANY/MN | $35.9M | 1.1M | ▲+34% Added · +269K sh | Q1 2026 | |
| 13 | ENVESTNET ASSET MANAGEMENT INC | $29.3M | 866K | ▲+24% Added · +165K sh | Q1 2026 | |
| 14 | Merit Financial Group, LLC | $28.6M | 778K | ▲+0.9% Added · +7K sh | Q2 2026 | |
| 15 | LVW Advisors, LLC | $24.4M | 663K | ▼−9.0% Reduced · −65K sh | Q2 2026 | |
| 16 | COMMONWEALTH EQUITY SERVICES, LLC | $20.6M | 608K | ▲+40% Added · +175K sh | Q1 2026 | |
| 17 | OSAIC HOLDINGS, INC. | $20.2M | 597K | ▲+6.8% Added · +38K sh | Q1 2026 | |
| 18 | STIFEL FINANCIAL CORP | $20.1M | 595K | ▲+12% Added · +65K sh | Q1 2026 | |
| 19 | Linscomb Wealth, Inc. | $20.2M | 551K | ▲+30% Added · +126K sh | Q2 2026 | |
| 20 | KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | $17.4M | 516K | ▲+36% Added · +138K sh | Q1 2026 | |
| 21 | Freedom Financial Partners LLC | $17.7M | 482K | ▲+7.6% Added · +34K sh | Q2 2026 | |
| 22 | MML INVESTORS SERVICES, LLC | $16.0M | 435K | ▲+26% Added · +89K sh | Q2 2026 | |
| 23 | JANE STREET GROUP, LLC | $14.7M | 433K | ▲+20% Added · +73K sh | Q1 2026 | |
| 24 | StrongBox Wealth, LLC | $14.0M | 380K | ▼−0.1% Reduced · −375 sh | Q2 2026 | |
| 25 | PENSION & WEALTH MANAGEMENT ADVISORS, INC. | $13.7M | 372K | ▲+23% Added · +70K 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, 0 funds opened a new position in CGIE and 33 added to an existing one, while 16 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 |
|---|---|---|
| MICROSOFT CORPMSFT | 83 funds | $6.5B |
| APPLE INCAAPL | 82 funds | $12.5B |
| AMAZON.COM INCAMZN | 82 funds | $6.2B |
| JPMORGAN CHASE & COJPM | 82 funds | $3.1B |
| JOHNSON & JOHNSONJNJ | 82 funds | $2.3B |
| NVIDIA CORPNVDA | 81 funds | $12.6B |
| ALPHABET INC-CL AGOOGL | 81 funds | $5.1B |
| HOME DEPOT INCHD | 81 funds | $1.3B |
| PROCTER & GAMBLE CO/THEPG | 81 funds | $983.3M |
| SS SPDR S&P 500 ETF TRUST-USSPY | 80 funds | $4.4B |
| ALPHABET INC-CL CGOOG | 80 funds | $3.7B |
| WALMART INCWMT | 80 funds | $1.8B |
Ranked by how many of CGIE'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 CGIE
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/CGIE/capital-change-brief"
Use Arkolith's capital_change_brief for CGIE. 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 CGIE. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.