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 CGSM 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/CGSM"
Use Arkolith to show who owns CGSM, which funds added or reduced it, and which SEC filings prove each claim.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | MML INVESTORS SERVICES, LLC | $9.2M | 349K | ▼−9.8% Reduced · −38K sh | Q1 2026 | |
| 2 | Kestra Advisory Services, LLC | $8.1M | 310K | ▲+251% Added · +222K sh | Q1 2026 | |
| 3 | Vestmark Advisory Solutions, Inc. | $8.0M | 304K | ▲+32% Added · +73K sh | Q1 2026 | |
| 4 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $5.3M | 202K | ▲+23% Added · +38K sh | Q1 2026 | |
| 5 | Steward Partners Investment Advisory, LLC | $5.0M | 192K | ▲+7.1% Added · +13K sh | Q1 2026 | |
| 6 | PRINCIPAL SECURITIES, INC. | $5.0M | 189K | ▲+10.0% Added · +17K sh | Q1 2026 | |
| 7 | Private Advisor Group, LLC | $4.9M | 187K | ▲+25% Added · +38K sh | Q1 2026 | |
| 8 | Apella Capital, LLC | $4.0M | 152K | ▲New +152K sh | Q1 2026 | |
| 9 | BENJAMIN EDWARDS INC | $3.9M | 150K | ▲+233% Added · +105K sh | Q1 2026 | |
| 10 | Orion Porfolio Solutions, LLC | $3.2M | 123K | ▼−0.4% Reduced · −453 sh | Q1 2026 | |
| 11 | ASSETMARK, INC | $3.2M | 123K | ▼−6.8% Reduced · −9K sh | Q1 2026 | |
| 12 | &PARTNERS | $3.1M | 118K | ▲+53% Added · +41K sh | Q1 2026 | |
| 13 | CWM, LLC | $2.9M | 110K | ▲3k× Added · +110K sh | Q1 2026 | |
| 14 | GREAT VALLEY ADVISOR GROUP, INC. | $2.7M | 104K | ▲+17% Added · +15K sh | Q1 2026 | |
| 15 | Jacobi Capital Management LLC | $2.2M | 82K | ▲+6.4% Added · +5K sh | Q1 2026 | |
| 16 | NewEdge Advisors, LLC | $1.9M | 73K | ▲+41% Added · +21K sh | Q1 2026 | |
| 17 | Gateway Wealth Partners, LLC | $1.7M | 64K | ▲+152% Added · +39K sh | Q1 2026 | |
| 18 | Envestnet Portfolio Solutions, Inc. | $1.1M | 43K | ▼−22% Reduced · −12K sh | Q1 2026 | |
| 19 | Aprio Wealth Management, LLC | $997K | 38K | ▲+1.9% Added · +700 sh | Q1 2026 | |
| 20 | Confluence Wealth Services, Inc. | $949K | 36K | ▼−23% Reduced · −11K sh | Q1 2026 | |
| 21 | D.A. DAVIDSON & CO. | $947K | 36K | ▼−0.1% Reduced · −26 sh | Q1 2026 | |
| 22 | U.S. Capital Wealth Advisors, LLC | $874K | 33K | —Held | Q1 2026 | |
| 23 | CULLEN/FROST BANKERS, INC. | $802K | 31K | ▲+10% Added · +3K sh | Q1 2026 | |
| 24 | Stratos Wealth Partners, LTD. | $775K | 29K | ▲+16% Added · +4K sh | Q1 2026 | |
| 25 | Visionary Wealth Advisors | $773K | 29K | ▲+9.0% Added · +2K 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.
No Form 4 insider transactions on file yet.
| Company | Co-held by | Combined value |
|---|---|---|
| APPLE INCAAPL | 52 funds | $13.3B |
| NVIDIA CORPNVDA | 52 funds | $10.9B |
| MICROSOFT CORPMSFT | 52 funds | $10.1B |
| VANGUARD S&P 500 ETFVOO | 52 funds | $7.8B |
| AMAZON.COM INCAMZN | 52 funds | $7.6B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 52 funds | $7.2B |
| ALPHABET INC-CL AGOOGL | 52 funds | $6.8B |
| VANGUARD GROWTH ETFVUG | 52 funds | $4.9B |
| BROADCOM INCAVGO | 52 funds | $4.8B |
| INVESCO QQQ TRUST SERIES 1QQQ | 52 funds | $4.7B |
| JPMORGAN CHASE & COJPM | 52 funds | $4.6B |
| VANGUARD VALUE ETFVTV | 52 funds | $4.4B |
Ranked by how many of CGSM'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 + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for CGSM. 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.