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/CGSD/capital-change-brief"
Use Arkolith's capital_change_brief for CGSD. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | $177.6M | 6.9M | ▲+16% Added · +942K sh | Q1 2026 | |
| 2 | LPL Financial LLC | $177.5M | 6.9M | ▲+10% Added · +646K sh | Q1 2026 | |
| 3 | Cetera Investment Advisers | $64.1M | 2.5M | ▲+6.8% Added · +157K sh | Q1 2026 | |
| 4 | COMMONWEALTH EQUITY SERVICES, LLC | $61.9M | 2.4M | ▲+12% Added · +255K sh | Q1 2026 | |
| 5 | WELLS FARGO & COMPANY/MN | $58.0M | 2.2M | ▲+30% Added · +517K sh | Q1 2026 | |
| 6 | Merit Financial Group, LLC | $51.1M | 2.0M | ▲+3.7% Added · +71K sh | Q1 2026 | |
| 7 | ENVESTNET ASSET MANAGEMENT INC | $49.5M | 1.9M | ▲+54% Added · +670K sh | Q1 2026 | |
| 8 | JONES FINANCIAL COMPANIES LLLP | $44.5M | 1.7M | ▲+31% Added · +412K sh | Q1 2026 | |
| 9 | BENJAMIN EDWARDS INC | $41.7M | 1.6M | ▲+665% Added · +1.4M sh | Q1 2026 | |
| 10 | ROYAL BANK OF CANADA | $39.5M | 1.5M | ▲+18% Added · +236K sh | Q1 2026 | |
| 11 | RAYMOND JAMES FINANCIAL INC | $34.9M | 1.4M | ▲+5.8% Added · +74K sh | Q1 2026 | |
| 12 | UBS Group AG | $32.9M | 1.3M | ▼−0.4% Reduced · −5K sh | Q1 2026 | |
| 13 | Baird Financial Group, Inc. | $31.0M | 1.2M | ▲+209% Added · +814K sh | Q1 2026 | |
| 14 | OSAIC HOLDINGS, INC. | $30.8M | 1.2M | ▼−5.0% Reduced · −63K sh | Q1 2026 | |
| 15 | Bridgewealth Advisory Group, LLC | $26.7M | 1.0M | ▲+7.3% Added · +70K sh | Q1 2026 | |
| 16 | STIFEL FINANCIAL CORP | $22.4M | 869K | ▲+12% Added · +95K sh | Q1 2026 | |
| 17 | McIlrath & Eck, LLC | $22.3M | 866K | ▼−1.3% Reduced · −12K sh | Q1 2026 | |
| 18 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $16.6M | 646K | ▲+9.7% Added · +57K sh | Q2 2026 | |
| 19 | KESTRA PRIVATE WEALTH SERVICES, LLC | $15.9M | 615K | ▲+7.6% Added · +44K sh | Q1 2026 | |
| 20 | IAM Advisory, LLC | $14.9M | 580K | ▲+2.1% Added · +12K sh | Q2 2026 | |
| 21 | Private Advisor Group, LLC | $13.4M | 521K | ▲+11% Added · +51K sh | Q1 2026 | |
| 22 | Valmark Advisers, Inc. | $12.6M | 489K | ▲+48% Added · +159K sh | Q1 2026 | |
| 23 | Thayer Financial, L.L.C. | $11.9M | 462K | ▲+5.2% Added · +23K sh | Q2 2026 | |
| 24 | MML INVESTORS SERVICES, LLC | $11.9M | 461K | ▼−8.3% Reduced · −42K sh | Q1 2026 | |
| 25 | NewEdge Advisors, LLC | $11.4M | 441K | ▲+15% Added · +57K 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 |
|---|---|---|
| ISHARES CORE S&P 500 ETFIVV | 64 funds | $16.3B |
| APPLE INCAAPL | 64 funds | $15.9B |
| NVIDIA CORPNVDA | 64 funds | $15.7B |
| MICROSOFT CORPMSFT | 64 funds | $12.2B |
| AMAZON.COM INCAMZN | 64 funds | $10.0B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 64 funds | $8.4B |
| BROADCOM INCAVGO | 64 funds | $6.3B |
| META PLATFORMS INC-CLASS AMETA | 64 funds | $5.7B |
| JPMORGAN CHASE & COJPM | 64 funds | $5.7B |
| INVESCO QQQ TRUST SERIES 1QQQ | 64 funds | $5.2B |
| ALPHABET INC-CL CGOOG | 64 funds | $5.1B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 64 funds | $4.9B |
Ranked by how many of CGSD'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 CGSD. 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.