315 tracked 13F filers disclose a position in CGMS as of the latest SEC 13F filings, a combined $3.4B 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 | LPL Financial LLC | $514.7M | 18.9M | ▲+23% Added · +3.5M sh | Q1 2026 | |
| 2 | ENVESTNET ASSET MANAGEMENT INC | $212.9M | 7.8M | ▲+24% Added · +1.5M sh | Q1 2026 | |
| 3 | WELLS FARGO & COMPANY/MN | $200.5M | 7.4M | ▲+36% Added · +2.0M sh | Q1 2026 | |
| 4 | MORGAN STANLEY | $195.5M | 7.2M | ▲+7.2% Added · +482K sh | Q1 2026 | |
| 5 | RAYMOND JAMES FINANCIAL INC | $190.6M | 7.0M | ▲+35% Added · +1.8M sh | Q1 2026 | |
| 6 | UBS Group AG | $153.0M | 5.6M | ▲+27% Added · +1.2M sh | Q1 2026 | |
| 7 | Cetera Investment Advisers | $117.0M | 4.3M | ▲+18% Added · +647K sh | Q1 2026 | |
| 8 | Capital Advantage, Inc. | $103.6M | 3.8M | ▲+52% Added · +1.3M sh | Q2 2026 | |
| 9 | COMMONWEALTH EQUITY SERVICES, LLC | $94.1M | 3.5M | ▲+11% Added · +331K sh | Q1 2026 | |
| 10 | GREAT VALLEY ADVISOR GROUP, INC. | $77.8M | 2.8M | ▲+3.9% Added · +108K sh | Q2 2026 | |
| 11 | OSAIC HOLDINGS, INC. | $73.2M | 2.7M | ▲+9.9% Added · +242K sh | Q1 2026 | |
| 12 | STIFEL FINANCIAL CORP | $51.9M | 1.9M | ▲+37% Added · +513K sh | Q1 2026 | |
| 13 | JONES FINANCIAL COMPANIES LLLP | $49.4M | 1.8M | ▲+39% Added · +510K sh | Q1 2026 | |
| 14 | MML INVESTORS SERVICES, LLC | $49.0M | 1.8M | ▲+32% Added · +430K sh | Q2 2026 | |
| 15 | ROYAL BANK OF CANADA | $48.7M | 1.8M | ▲+19% Added · +291K sh | Q1 2026 | |
| 16 | Valmark Advisers, Inc. | $48.5M | 1.8M | ▲+16% Added · +249K sh | Q2 2026 | |
| 17 | Beacon Pointe Advisors, LLC | $42.4M | 1.6M | ▼−0.7% Reduced · −11K sh | Q2 2026 | |
| 18 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $35.5M | 1.3M | ▲+2.4% Added · +30K sh | Q2 2026 | |
| 19 | Kestra Advisory Services, LLC | $34.8M | 1.3M | ▲+29% Added · +285K sh | Q2 2026 | |
| 20 | CWM, LLC | $30.8M | 1.1M | ▲+18% Added · +176K sh | Q1 2026 | |
| 21 | Baird Financial Group, Inc. | $28.7M | 1.1M | ▲+18% Added · +162K sh | Q1 2026 | |
| 22 | BENJAMIN EDWARDS INC | $26.3M | 961K | ▲+33% Added · +236K sh | Q2 2026 | |
| 23 | REGATTA CAPITAL GROUP, LLC | $24.8M | 908K | ▲+8.4% Added · +70K sh | Q2 2026 | |
| 24 | TruWealth Advisors, LLC | $23.7M | 870K | ▲+12% Added · +94K sh | Q1 2026 | |
| 25 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $23.3M | 855K | ▲+10% Added · +81K 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.
Last quarter, 1 fund opened a new position in CGMS and 36 added to an existing one, while 10 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 | 174 funds | $15.3B |
| MICROSOFT CORPMSFT | 172 funds | $8.2B |
| NVIDIA CORPNVDA | 170 funds | $13.6B |
| AMAZON.COM INCAMZN | 170 funds | $7.9B |
| ALPHABET INC-CL AGOOGL | 160 funds | $6.0B |
| VANGUARD S&P 500 ETFVOO | 157 funds | $5.7B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 157 funds | $3.4B |
| BROADCOM INCAVGO | 156 funds | $5.5B |
| INVESCO QQQ TRUST SERIES 1QQQ | 156 funds | $5.5B |
| JPMORGAN CHASE & COJPM | 156 funds | $4.5B |
| ALPHABET INC-CL CGOOG | 155 funds | $4.8B |
| WALMART INCWMT | 155 funds | $2.2B |
Ranked by how many of CGMS's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| CGMSthis pagemc | 315 funds | $3.4B |
| CGMUmc | 314 funds | $3.3B |
| CGCPmc | 290 funds | $4.7B |
| CGCBmc | 238 funds | $3.3B |
| CGSDmc | 176 funds | $1.4B |
| CGHMmc | 168 funds | $1.0B |
| CGSMmc | 139 funds | $568.1M |
| CGIBINTERNATIONAL BD | 59 funds | $225.3M |
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 CGMS
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/CGMS/capital-change-brief"
Use Arkolith's capital_change_brief for CGMS. 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 CGMS. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.