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.
| # | 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. | $74.6M | 2.7M | ▼−9.5% Reduced · −286K sh | Q1 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 | ROYAL BANK OF CANADA | $48.7M | 1.8M | ▲+19% Added · +291K sh | Q1 2026 | |
| 15 | Beacon Pointe Advisors, LLC | $42.5M | 1.6M | ▲+1.1% Added · +18K sh | Q1 2026 | |
| 16 | Valmark Advisers, Inc. | $41.5M | 1.5M | ▲+136% Added · +879K sh | Q1 2026 | |
| 17 | MML INVESTORS SERVICES, LLC | $37.1M | 1.4M | ▲+9.4% Added · +117K sh | Q1 2026 | |
| 18 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $35.5M | 1.3M | ▲+2.4% Added · +30K sh | Q2 2026 | |
| 19 | CWM, LLC | $30.8M | 1.1M | ▲+18% Added · +176K sh | Q1 2026 | |
| 20 | Baird Financial Group, Inc. | $28.7M | 1.1M | ▲+18% Added · +162K sh | Q1 2026 | |
| 21 | Kestra Advisory Services, LLC | $26.9M | 987K | ▲+18% Added · +152K sh | Q1 2026 | |
| 22 | TruWealth Advisors, LLC | $23.7M | 870K | ▲+12% Added · +94K sh | Q1 2026 | |
| 23 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $23.3M | 855K | ▲+10% Added · +81K sh | Q1 2026 | |
| 24 | TrueWealth Advisors, LLC | $21.8M | 796K | ▲+0.9% Added · +7K sh | Q2 2026 | |
| 25 | Private Advisor Group, LLC | $21.0M | 770K | ▲+11% Added · +74K 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 |
|---|---|---|
| NVIDIA CORPNVDA | 95 funds | $21.1B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 95 funds | $16.3B |
| MICROSOFT CORPMSFT | 95 funds | $15.8B |
| BROADCOM INCAVGO | 95 funds | $8.2B |
| JPMORGAN CHASE & COJPM | 95 funds | $7.4B |
| META PLATFORMS INC-CLASS AMETA | 95 funds | $7.3B |
| VANGUARD VALUE ETFVTV | 95 funds | $7.2B |
| ALPHABET INC-CL CGOOG | 95 funds | $6.7B |
| EXXON MOBIL CORPXOM | 95 funds | $4.5B |
| WALMART INCWMT | 95 funds | $4.4B |
| JOHNSON & JOHNSONJNJ | 95 funds | $4.4B |
| TESLA INCTSLA | 95 funds | $4.1B |
Ranked by how many of CGMS'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 CGMS. 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.