37 tracked 13F filers disclose a position in CGO as of the latest SEC 13F filings, a combined $25.4M 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 | MORGAN STANLEY | $5.0M | 451K | ▲+3.5% Added · +15K sh | Q1 2026 | |
| 2 | LPL Financial LLC | $2.3M | 209K | ▼−2.0% Reduced · −4K sh | Q1 2026 | |
| 3 | Shaker Financial Services, LLC | $2.4M | 177K | ▼−18% Reduced · −40K sh | Q2 2026 | |
| 4 | PRINCIPAL SECURITIES, INC. | $2.4M | 177K | ▲+0.6% Added · +1K sh | Q2 2026 | |
| 5 | ENVESTNET ASSET MANAGEMENT INC | $1.8M | 165K | ▲+0.9% Added · +2K sh | Q1 2026 | |
| 6 | Integrated Wealth Concepts LLC | $2.2M | 159K | ▼~0% Reduced · −26 sh | Q2 2026 | |
| 7 | GUGGENHEIM CAPITAL LLC | $1.5M | 139K | ▼−19% Reduced · −33K sh | Q1 2026 | |
| 8 | Prairie Wealth Advisors, Inc. | $1.1M | 89K | ▲New +89K sh | Q4 2025 | |
| 9 | UBS Group AG | $815K | 73K | ▼−0.4% Reduced · −283 sh | Q1 2026 | |
| 10 | Advisory Solutions Group, LLC | $716K | 52K | ▲New +52K sh | Q2 2026 | |
| 11 | HARBOUR INVESTMENTS, INC. | $535K | 48K | ▼−3.4% Reduced · −2K sh | Q1 2026 | |
| 12 | PMG Family Office LLC | $639K | 47K | ▲+2.3% Added · +1K sh | Q2 2026 | |
| 13 | BANK OF AMERICA CORP /DE/ | $424K | 38K | ▲+2.3% Added · +847 sh | Q1 2026 | |
| 14 | Advisors Asset Management, Inc. | $481K | 31K | ▼−87% Reduced · −210K sh | Q3 2026 | |
| 15 | ROYAL BANK OF CANADA | $279K | 25K | ▼−5.5% Reduced · −1K sh | Q1 2026 | |
| 16 | OSAIC HOLDINGS, INC. | $264K | 24K | ▼−14% Reduced · −4K sh | Q1 2026 | |
| 17 | STIFEL FINANCIAL CORP | $251K | 23K | ▲+12% Added · +2K sh | Q1 2026 | |
| 18 | Gilliland Jeter Wealth Management LLC | $281K | 21K | —Held | Q2 2026 | |
| 19 | BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | $279K | 20K | ▲+189% Added · +13K sh | Q2 2026 | |
| 20 | Logan Stone Capital, LLC | $213K | 19K | ▲New +19K sh | Q1 2026 | |
| 21 | Kestra Advisory Services, LLC | $230K | 17K | ▼−26% Reduced · −6K sh | Q2 2026 | |
| 22 | RAYMOND JAMES FINANCIAL INC | $186K | 17K | ▲New +17K sh | Q1 2026 | |
| 23 | Retirement Planning Group, LLC | $214K | 16K | ▼−13% Reduced · −2K sh | Q2 2026 | |
| 24 | Steward Partners Investment Advisory, LLC | $156K | 11K | ▲+6.6% Added · +710 sh | Q2 2026 | |
| 25 | WELLS FARGO & COMPANY/MN | $126K | 11K | ▲+88% Added · +5K 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, 3 funds opened a new position in CGO and 2 added to an existing one, while 6 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 |
|---|---|---|
| INVESCO QQQ TRUST SERIES 1QQQ | 11 funds | $335.8M |
| APPLE INCAAPL | 10 funds | $780.0M |
| VANGUARD S&P 500 ETFVOO | 10 funds | $751.8M |
| NVIDIA CORPNVDA | 10 funds | $726.9M |
| MICROSOFT CORPMSFT | 10 funds | $509.8M |
| AMAZON.COM INCAMZN | 10 funds | $427.4M |
| SS SPDR S&P 500 ETF TRUST-USSPY | 10 funds | $365.7M |
| BROADCOM INCAVGO | 10 funds | $346.8M |
| WALMART INCWMT | 10 funds | $259.9M |
| CISCO SYSTEMS INCCSCO | 10 funds | $162.6M |
| JPMORGAN CHASE & COJPM | 10 funds | $154.2M |
| ADVANCED MICRO DEVICESAMD | 10 funds | $150.5M |
Ranked by how many of CGO's institutional holders also hold each name, a cross-fund conviction signal.
Connected entities for CGO
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/CGO/capital-change-brief"
Use Arkolith's capital_change_brief for CGO. 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 CGO. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.