209 tracked 13F filers disclose a position in CGMM as of the latest SEC 13F filings, a combined $1.8B 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 | $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 | $46.4M | 1.4M | ▲+0.2% Added · +3K sh | Q2 2026 | |
| 9 | COMMONWEALTH EQUITY SERVICES, LLC | $40.2M | 1.4M | ▲+49% Added · +451K sh | Q1 2026 | |
| 10 | MML INVESTORS SERVICES, LLC | $43.7M | 1.3M | ▲+40% Added · +379K sh | Q2 2026 | |
| 11 | ASSETMARK, INC | $36.4M | 1.1M | ▲+24% Added · +214K sh | Q2 2026 | |
| 12 | Kestra Advisory Services, LLC | $32.9M | 999K | ▲+9.4% Added · +86K sh | Q2 2026 | |
| 13 | SEI INVESTMENTS CO | $28.7M | 977K | ▲+30% Added · +227K sh | Q1 2026 | |
| 14 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $27.5M | 938K | ▲+233% Added · +656K sh | Q1 2026 | |
| 15 | STIFEL FINANCIAL CORP | $27.2M | 927K | ▲+4.1% Added · +37K sh | Q1 2026 | |
| 16 | NewEdge Advisors, LLC | $27.2M | 824K | ▲+11% Added · +81K sh | Q2 2026 | |
| 17 | Ergawealth Advisors, Inc. | $26.9M | 816K | ▲+2.7% Added · +22K sh | Q2 2026 | |
| 18 | BENJAMIN EDWARDS INC | $26.4M | 802K | ▲+50% Added · +267K sh | Q2 2026 | |
| 19 | ROYAL BANK OF CANADA | $23.3M | 794K | ▲+25% Added · +159K sh | Q1 2026 | |
| 20 | Kestra Investment Management, LLC | $24.5M | 745K | ▼−31% Reduced · −333K sh | Q2 2026 | |
| 21 | Presper Financial Architects, LLC | $21.2M | 642K | ▲~0% Added · +257 sh | Q2 2026 | |
| 22 | &PARTNERS | $18.3M | 553K | ▲+27% Added · +117K sh | Q2 2026 | |
| 23 | Main Line Retirement Advisors, LLC | $16.8M | 511K | ▼−2.5% Reduced · −13K sh | Q2 2026 | |
| 24 | RAYMOND JAMES FINANCIAL INC | $14.6M | 496K | ▲36× Added · +482K sh | Q1 2026 | |
| 25 | Valmark Advisers, Inc. | $15.5M | 469K | ▲+125% Added · +260K 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, 2 funds opened a new position in CGMM and 42 added to an existing one, while 7 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 | 115 funds | $48.0B |
| MICROSOFT CORPMSFT | 115 funds | $39.4B |
| AMAZON.COM INCAMZN | 115 funds | $27.8B |
| NVIDIA CORPNVDA | 113 funds | $59.9B |
| ALPHABET INC-CL AGOOGL | 109 funds | $22.6B |
| CAP GROUP DIVIDEND VALUECGDV | 109 funds | $2.4B |
| CAP GROUP GROWTH EQUITYCGGR | 108 funds | $1.9B |
| JPMORGAN CHASE & COJPM | 107 funds | $10.3B |
| JOHNSON & JOHNSONJNJ | 107 funds | $8.9B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 107 funds | $8.3B |
| ISHARES CORE S&P 500 ETFIVV | 106 funds | $9.1B |
| ELI LILLY & COLLY | 105 funds | $10.8B |
Ranked by how many of CGMM's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| CGMMthis pagemc | 209 funds | $1.8B |
| CGVVUS LRG VALUE ETF | 33 funds | $52.8M |
| CGGGUS LARGE GROWT | 25 funds | $20.8M |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
No filings captured for this ticker in the live stream yet.
Connected entities for CGMM
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.
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.