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/CGMM/capital-change-brief"
Use Arkolith's capital_change_brief for CGMM. 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 | $388.1M | 13.2M | ▲+347% Added · +10.3M sh | Q1 2026 | |
| 2 | ENVESTNET ASSET MANAGEMENT INC | $267.8M | 9.1M | ▲+25% Added · +1.8M sh | Q1 2026 | |
| 3 | WELLS FARGO & COMPANY/MN | $89.0M | 3.0M | ▲+91% Added · +1.4M sh | Q1 2026 | |
| 4 | OSAIC HOLDINGS, INC. | $49.5M | 1.7M | ▲+9.8% Added · +151K sh | Q1 2026 | |
| 5 | Pathstone Holdings, LLC | $49.3M | 1.7M | ▲141× Added · +1.7M sh | Q1 2026 | |
| 6 | Cetera Investment Advisers | $44.6M | 1.5M | ▲+30% Added · +351K sh | Q1 2026 | |
| 7 | JONES FINANCIAL COMPANIES LLLP | $42.5M | 1.5M | ▲+215% Added · +1.0M sh | Q1 2026 | |
| 8 | Merit Financial Group, LLC | $41.2M | 1.4M | ▲+3.2% Added · +44K sh | Q1 2026 | |
| 9 | COMMONWEALTH EQUITY SERVICES, LLC | $40.2M | 1.4M | ▲+49% Added · +451K sh | Q1 2026 | |
| 10 | Kestra Investment Management, LLC | $31.6M | 1.1M | ▲+91% Added · +512K sh | Q1 2026 | |
| 11 | SEI INVESTMENTS CO | $28.7M | 977K | ▲+30% Added · +227K sh | Q1 2026 | |
| 12 | MML INVESTORS SERVICES, LLC | $27.8M | 947K | ▲+11% Added · +93K sh | Q1 2026 | |
| 13 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $27.5M | 938K | ▲+233% Added · +656K sh | Q1 2026 | |
| 14 | STIFEL FINANCIAL CORP | $27.2M | 927K | ▲+4.1% Added · +37K sh | Q1 2026 | |
| 15 | Kestra Advisory Services, LLC | $26.8M | 913K | ▲+1.6% Added · +15K sh | Q1 2026 | |
| 16 | ASSETMARK, INC | $26.1M | 890K | ▲+19% Added · +139K sh | Q1 2026 | |
| 17 | ROYAL BANK OF CANADA | $23.3M | 794K | ▲+25% Added · +159K sh | Q1 2026 | |
| 18 | NewEdge Advisors, LLC | $21.8M | 744K | ▲+10% Added · +68K sh | Q1 2026 | |
| 19 | BENJAMIN EDWARDS INC | $15.7M | 534K | ▲+53% Added · +185K sh | Q1 2026 | |
| 20 | RAYMOND JAMES FINANCIAL INC | $14.6M | 496K | ▲36× Added · +482K sh | Q1 2026 | |
| 21 | Strategic Blueprint, LLC | $13.2M | 450K | ▲+3.2% Added · +14K sh | Q1 2026 | |
| 22 | &PARTNERS | $12.8M | 435K | ▲+30% Added · +101K sh | Q1 2026 | |
| 23 | STEPHENS INC /AR/ | $11.6M | 396K | ▼−8.6% Reduced · −37K sh | Q1 2026 | |
| 24 | KWB Wealth | $12.5M | 380K | ▲New +380K sh | Q2 2026 | |
| 25 | Concurrent Investment Advisors, LLC | $9.3M | 318K | ▼−14% Reduced · −51K 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 | 73 funds | $19.5B |
| NVIDIA CORPNVDA | 73 funds | $18.8B |
| MICROSOFT CORPMSFT | 73 funds | $14.6B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 73 funds | $10.5B |
| ALPHABET INC-CL AGOOGL | 73 funds | $10.1B |
| BROADCOM INCAVGO | 73 funds | $7.8B |
| JPMORGAN CHASE & COJPM | 73 funds | $7.1B |
| META PLATFORMS INC-CLASS AMETA | 73 funds | $6.7B |
| ALPHABET INC-CL CGOOG | 73 funds | $5.7B |
| VANGUARD VALUE ETFVTV | 73 funds | $5.3B |
| VANGUARD FTSE DEVELOPED ETFVEA | 73 funds | $5.2B |
| EXXON MOBIL CORPXOM | 73 funds | $4.3B |
Ranked by how many of CGMM'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 CGMM. 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.