139 tracked 13F filers disclose a position in CGSM as of the latest SEC 13F filings, a combined $568.1M 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 | $96.9M | 3.7M | ▲+30% Added · +859K sh | Q1 2026 | |
| 2 | ENVESTNET ASSET MANAGEMENT INC | $77.0M | 2.9M | ▲+11% Added · +282K sh | Q1 2026 | |
| 3 | LPL Financial LLC | $57.6M | 2.2M | ▲+38% Added · +602K sh | Q1 2026 | |
| 4 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $29.0M | 1.1M | ▲+209% Added · +747K sh | Q1 2026 | |
| 5 | Cetera Investment Advisers | $26.0M | 989K | ▲+41% Added · +288K sh | Q1 2026 | |
| 6 | WELLS FARGO & COMPANY/MN | $18.1M | 690K | ▲+12% Added · +74K sh | Q1 2026 | |
| 7 | JONES FINANCIAL COMPANIES LLLP | $17.3M | 657K | ▲+69% Added · +269K sh | Q1 2026 | |
| 8 | MML INVESTORS SERVICES, LLC | $11.7M | 443K | ▲+27% Added · +94K sh | Q2 2026 | |
| 9 | TRUIST FINANCIAL CORP | $11.0M | 419K | ▲+8.4% Added · +33K sh | Q1 2026 | |
| 10 | RAYMOND JAMES FINANCIAL INC | $10.4M | 396K | ▲+15% Added · +52K sh | Q1 2026 | |
| 11 | OSAIC HOLDINGS, INC. | $9.8M | 373K | ▼−7.3% Reduced · −29K sh | Q1 2026 | |
| 12 | COMMONWEALTH EQUITY SERVICES, LLC | $9.5M | 361K | ▲+22% Added · +66K sh | Q1 2026 | |
| 13 | Kestra Advisory Services, LLC | $9.5M | 361K | ▲+16% Added · +51K sh | Q2 2026 | |
| 14 | ROYAL BANK OF CANADA | $8.6M | 326K | ▲+85% Added · +150K sh | Q1 2026 | |
| 15 | Boulder Wealth Advisors, LLC | $8.3M | 316K | ▲+26% Added · +66K sh | Q2 2026 | |
| 16 | Vestmark Advisory Solutions, Inc. | $8.0M | 304K | —Held | Q2 2026 | |
| 17 | J.W. COLE ADVISORS, INC. | $5.5M | 209K | ▲Added Added · +209K sh | Q2 2026 | |
| 18 | INTEGRATED WEALTHCARE, LLC | $5.3M | 199K | ▲+1.6% Added · +3K sh | Q2 2026 | |
| 19 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $5.1M | 195K | ▼−3.8% Reduced · −8K sh | Q2 2026 | |
| 20 | PRINCIPAL SECURITIES, INC. | $5.1M | 194K | ▲+2.8% Added · +5K sh | Q2 2026 | |
| 21 | Steward Partners Investment Advisory, LLC | $5.0M | 190K | ▼−1.0% Reduced · −2K sh | Q2 2026 | |
| 22 | INTEGRITY ALLIANCE, LLC. | $5.0M | 189K | ▲New +189K sh | Q2 2026 | |
| 23 | Hartmann Taylor Wealth Management, LLC | $4.1M | 156K | —Held | Q2 2026 | |
| 24 | Apella Capital, LLC | $4.0M | 153K | ▲+0.4% Added · +663 sh | Q2 2026 | |
| 25 | BENJAMIN EDWARDS INC | $4.0M | 151K | ▲+0.4% Added · +561 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, 7 funds opened a new position in CGSM and 29 added to an existing one, while 5 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 |
|---|---|---|
| NVIDIA CORPNVDA | 67 funds | $43.0B |
| APPLE INCAAPL | 67 funds | $35.4B |
| MICROSOFT CORPMSFT | 66 funds | $29.4B |
| AMAZON.COM INCAMZN | 65 funds | $20.3B |
| JPMORGAN CHASE & COJPM | 65 funds | $7.3B |
| ALPHABET INC-CL AGOOGL | 64 funds | $16.5B |
| ALPHABET INC-CL CGOOG | 64 funds | $12.2B |
| JOHNSON & JOHNSONJNJ | 64 funds | $6.3B |
| ABBVIE INCABBV | 64 funds | $4.1B |
| VANGUARD S&P 500 ETFVOO | 64 funds | $3.1B |
| CISCO SYSTEMS INCCSCO | 63 funds | $4.1B |
| VANGUARD TOTAL STOCK MKT ETFVTI | 63 funds | $3.3B |
Ranked by how many of CGSM's institutional holders also hold each name, a cross-fund conviction signal.
No open-market insider transactions on file yet. Grants, gifts, and exercises live on the full insider page.
| Class | 13F holders | Value held |
|---|---|---|
| CGMUmc | 311 funds | $3.3B |
| CGMSmc | 310 funds | $3.4B |
| CGCPmc | 285 funds | $4.7B |
| CGCBmc | 234 funds | $3.3B |
| CGSDmc | 175 funds | $1.4B |
| CGHMmc | 166 funds | $1.0B |
| CGSMthis pagemc | 139 funds | $568.1M |
| CGIBINTERNATIONAL BD | 58 funds | $223.6M |
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 CGSM
This stock 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/CGSM/capital-change-brief"
Use Arkolith's capital_change_brief for CGSM. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
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.