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/CGMU/capital-change-brief"
Use Arkolith's capital_change_brief for CGMU. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | ENVESTNET ASSET MANAGEMENT INC | $348.7M | 12.8M | ▲+16% Added · +1.8M sh | Q1 2026 | |
| 2 | MORGAN STANLEY | $280.2M | 10.3M | ▲+15% Added · +1.3M sh | Q1 2026 | |
| 3 | LPL Financial LLC | $275.8M | 10.2M | ▲+50% Added · +3.4M sh | Q1 2026 | |
| 4 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $237.9M | 8.8M | ▲+15% Added · +1.2M sh | Q1 2026 | |
| 5 | WELLS FARGO & COMPANY/MN | $204.1M | 7.5M | ▲+59% Added · +2.8M sh | Q1 2026 | |
| 6 | Cetera Investment Advisers | $132.4M | 4.9M | ▲+17% Added · +720K sh | Q1 2026 | |
| 7 | UBS Group AG | $118.8M | 4.4M | ▲+8.5% Added · +344K sh | Q1 2026 | |
| 8 | JONES FINANCIAL COMPANIES LLLP | $107.3M | 4.0M | ▲+76% Added · +1.7M sh | Q1 2026 | |
| 9 | COMMONWEALTH EQUITY SERVICES, LLC | $80.1M | 2.9M | ▲+13% Added · +351K sh | Q1 2026 | |
| 10 | RAYMOND JAMES FINANCIAL INC | $76.7M | 2.8M | ▲+46% Added · +895K sh | Q1 2026 | |
| 11 | OSAIC HOLDINGS, INC. | $63.0M | 2.3M | ▲+4.7% Added · +104K sh | Q1 2026 | |
| 12 | STIFEL FINANCIAL CORP | $56.8M | 2.1M | ▲+2.8% Added · +58K sh | Q1 2026 | |
| 13 | MML INVESTORS SERVICES, LLC | $56.0M | 2.1M | ▼−13% Reduced · −316K sh | Q1 2026 | |
| 14 | BANK OF AMERICA CORP /DE/ | $46.1M | 1.7M | ▲+120% Added · +925K sh | Q1 2026 | |
| 15 | Blue Chip Partners, LLC | $44.9M | 1.7M | ▲+1.1% Added · +17K sh | Q1 2026 | |
| 16 | GREAT VALLEY ADVISOR GROUP, INC. | $40.3M | 1.5M | ▲+19% Added · +233K sh | Q1 2026 | |
| 17 | ROYAL BANK OF CANADA | $36.7M | 1.4M | ▲+17% Added · +199K sh | Q1 2026 | |
| 18 | Vestmark Advisory Solutions, Inc. | $35.5M | 1.3M | ▲+14% Added · +158K sh | Q1 2026 | |
| 19 | Venturi Wealth Management, LLC | $34.4M | 1.3M | ▲+24% Added · +243K sh | Q1 2026 | |
| 20 | ASSETMARK, INC | $34.0M | 1.3M | ▲+3.8% Added · +46K sh | Q1 2026 | |
| 21 | Confluence Wealth Services, Inc. | $30.4M | 1.1M | ▲~0% Added · +280 sh | Q1 2026 | |
| 22 | Beacon Pointe Advisors, LLC | $27.5M | 1.0M | ▲+36% Added · +265K sh | Q1 2026 | |
| 23 | JPMORGAN CHASE & CO | $26.4M | 974K | ▲+68% Added · +394K sh | Q1 2026 | |
| 24 | SEI INVESTMENTS CO | $26.2M | 965K | ▲+25% Added · +192K sh | Q1 2026 | |
| 25 | Private Advisor Group, LLC | $24.7M | 909K | ▲+7.9% Added · +67K 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 |
|---|---|---|
| SS SPDR S&P 500 ETF TRUST-USSPY | 96 funds | $11.5B |
| BROADCOM INCAVGO | 96 funds | $8.7B |
| SS TECHNOLOGY SELECT SECTORXLK | 96 funds | $2.9B |
| APPLE INCAAPL | 95 funds | $22.2B |
| NVIDIA CORPNVDA | 95 funds | $21.5B |
| MICROSOFT CORPMSFT | 95 funds | $16.1B |
| ALPHABET INC-CL AGOOGL | 95 funds | $11.0B |
| JPMORGAN CHASE & COJPM | 95 funds | $7.9B |
| META PLATFORMS INC-CLASS AMETA | 95 funds | $7.4B |
| INVESCO QQQ TRUST SERIES 1QQQ | 95 funds | $6.8B |
| VANGUARD FTSE DEVELOPED ETFVEA | 95 funds | $5.9B |
| EXXON MOBIL CORPXOM | 95 funds | $5.0B |
Ranked by how many of CGMU'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 CGMU. 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.