176 tracked 13F filers disclose a position in CGSD as of the latest SEC 13F filings, a combined $1.4B 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 | $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 | $51.6M | 2.0M | ▲+1.2% Added · +23K sh | Q2 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 | $41.6M | 1.6M | ▲+0.1% Added · +2K sh | Q2 2026 | |
| 10 | ROYAL BANK OF CANADA | $39.5M | 1.5M | ▲+18% Added · +236K sh | Q1 2026 | |
| 11 | KESTRA PRIVATE WEALTH SERVICES, LLC | $35.0M | 1.4M | ▲+121% Added · +744K sh | Q2 2026 | |
| 12 | RAYMOND JAMES FINANCIAL INC | $34.9M | 1.4M | ▲+5.8% Added · +74K sh | Q1 2026 | |
| 13 | UBS Group AG | $32.9M | 1.3M | ▼−0.4% Reduced · −5K sh | Q1 2026 | |
| 14 | Baird Financial Group, Inc. | $31.0M | 1.2M | ▲+209% Added · +814K sh | Q1 2026 | |
| 15 | OSAIC HOLDINGS, INC. | $30.8M | 1.2M | ▼−5.0% Reduced · −63K sh | Q1 2026 | |
| 16 | Bridgewealth Advisory Group, LLC | $29.1M | 1.1M | ▲+9.5% Added · +98K sh | Q2 2026 | |
| 17 | STIFEL FINANCIAL CORP | $22.4M | 869K | ▲+12% Added · +95K sh | Q1 2026 | |
| 18 | McIlrath & Eck, LLC | $22.3M | 866K | ▼−1.3% Reduced · −12K sh | Q1 2026 | |
| 19 | Waterloo Capital, L.P. | $18.3M | 710K | ▲New +710K sh | Q2 2026 | |
| 20 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $16.6M | 646K | ▲+9.7% Added · +57K sh | Q2 2026 | |
| 21 | MML INVESTORS SERVICES, LLC | $15.9M | 617K | ▲+34% Added · +156K sh | Q2 2026 | |
| 22 | IAM Advisory, LLC | $14.9M | 580K | ▲+2.1% Added · +12K sh | Q2 2026 | |
| 23 | LANDAAS & CO /WI /ADV | $14.7M | 572K | ▼−1.8% Reduced · −10K sh | Q2 2026 | |
| 24 | Valmark Advisers, Inc. | $14.0M | 544K | ▲+11% Added · +56K sh | Q2 2026 | |
| 25 | NewEdge Advisors, LLC | $13.8M | 535K | ▲+21% Added · +95K sh | Q2 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, 4 funds opened a new position in CGSD and 37 added to an existing one, while 14 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 |
|---|---|---|
| APPLE INCAAPL | 106 funds | $12.6B |
| NVIDIA CORPNVDA | 104 funds | $14.1B |
| MICROSOFT CORPMSFT | 104 funds | $8.3B |
| AMAZON.COM INCAMZN | 103 funds | $7.7B |
| CHEVRON CORPCVX | 103 funds | $1.4B |
| JPMORGAN CHASE & COJPM | 102 funds | $3.2B |
| JOHNSON & JOHNSONJNJ | 101 funds | $2.3B |
| ALPHABET INC-CL AGOOGL | 100 funds | $5.2B |
| ALPHABET INC-CL CGOOG | 100 funds | $5.0B |
| ELI LILLY & COLLY | 100 funds | $2.5B |
| HOME DEPOT INCHD | 100 funds | $1.5B |
| VANGUARD S&P 500 ETFVOO | 99 funds | $4.2B |
Ranked by how many of CGSD's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| CGMSmc | 315 funds | $3.4B |
| CGMUmc | 314 funds | $3.3B |
| CGCPmc | 290 funds | $4.7B |
| CGCBmc | 238 funds | $3.3B |
| CGSDthis pagemc | 176 funds | $1.4B |
| CGHMmc | 168 funds | $1.0B |
| CGSMmc | 139 funds | $568.1M |
| CGIBINTERNATIONAL BD | 59 funds | $225.3M |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
No filings captured for this ticker in the live stream yet.
Connected entities for CGSD
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.
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.