The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This stock page is the Follow view. The Build view lets your agent query CGO owners, fund changes, insider filings, and source links through REST or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/CGO"
Use Arkolith to show who owns CGO, which funds added or reduced it, and which SEC filings prove each claim.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | PRINCIPAL SECURITIES, INC. | $2.0M | 176K | ▲~0% Added · +6 sh | Q1 2026 | |
| 2 | Integrated Wealth Concepts LLC | $1.8M | 159K | —Held | Q1 2026 | |
| 3 | Advisors Asset Management, Inc. | $1.2M | 107K | ▲~0% Added · +43 sh | Q1 2026 | |
| 4 | Kestra Advisory Services, LLC | $253K | 23K | ▲+33% Added · +6K sh | Q1 2026 | |
| 5 | Retirement Planning Group, LLC | $202K | 18K | ▲+61% Added · +7K sh | Q1 2026 | |
| 6 | NewEdge Advisors, LLC | $147K | 13K | ▼−19% Reduced · −3K sh | Q1 2026 | |
| 7 | Steward Partners Investment Advisory, LLC | $119K | 11K | ▲+13% Added · +1K sh | Q1 2026 | |
| 8 | CWM, LLC | $31K | 3K | ▲+48% Added · +910 sh | Q1 2026 | |
| 9 | HUNTINGTON NATIONAL BANK | $11 | 1 | —Held | 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.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Nov 1, 2023 | NEAL JOHN E | Director | Sell (S) | 7K | $58K |
| Company | Co-held by | Combined value |
|---|---|---|
| APPLE INCAAPL | 11 funds | $4.7B |
| NVIDIA CORPNVDA | 11 funds | $3.9B |
| MICROSOFT CORPMSFT | 11 funds | $3.0B |
| AMAZON.COM INCAMZN | 11 funds | $2.5B |
| ALPHABET INC-CL AGOOGL | 11 funds | $2.3B |
| JPMORGAN CHASE & COJPM | 11 funds | $1.9B |
| BROADCOM INCAVGO | 11 funds | $1.6B |
| META PLATFORMS INC-CLASS AMETA | 11 funds | $1.4B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 11 funds | $1.3B |
| WALMART INCWMT | 11 funds | $1.3B |
| EXXON MOBIL CORPXOM | 11 funds | $1.2B |
| ALPHABET INC-CL CGOOG | 11 funds | $998.8M |
Ranked by how many of CGO's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).
13F holdings + Form 4 insider transactions + 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. Every panel above is one call to the Arkolith API & MCP server.