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/CGUI/capital-change-brief"
Use Arkolith's capital_change_brief for CGUI. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Merit Financial Group, LLC | $29.3M | 1.2M | ▲+3.8% Added · +42K sh | Q1 2026 | |
| 2 | LPL Financial LLC | $27.1M | 1.1M | ▲+20% Added · +181K sh | Q1 2026 | |
| 3 | Kensington Asset Management, LLC | $4.7M | 185K | —Held | Q1 2026 | |
| 4 | Wealth Science Advisors LLC | $4.6M | 181K | ▲New +181K sh | Q2 2026 | |
| 5 | Steward Partners Investment Advisory, LLC | $4.2M | 167K | ▲+11% Added · +17K sh | Q1 2026 | |
| 6 | ENVESTNET ASSET MANAGEMENT INC | $4.1M | 161K | ▲+257% Added · +116K sh | Q1 2026 | |
| 7 | COMMONWEALTH EQUITY SERVICES, LLC | $3.7M | 147K | ▲+81% Added · +66K sh | Q1 2026 | |
| 8 | MML INVESTORS SERVICES, LLC | $3.4M | 136K | ▲+192% Added · +89K sh | Q1 2026 | |
| 9 | RAYMOND JAMES FINANCIAL INC | $3.1M | 123K | ▲New +123K sh | Q1 2026 | |
| 10 | JONES FINANCIAL COMPANIES LLLP | $3.0M | 118K | ▲+129% Added · +67K sh | Q1 2026 | |
| 11 | Cetera Investment Advisers | $2.8M | 109K | ▲+69% Added · +44K sh | Q1 2026 | |
| 12 | Kingsview Wealth Management, LLC | $2.7M | 107K | ▲+67% Added · +43K sh | Q1 2026 | |
| 13 | Wealthcare Advisory Partners LLC | $2.6M | 102K | ▼−66% Reduced · −199K sh | Q2 2026 | |
| 14 | OSAIC HOLDINGS, INC. | $2.3M | 89K | ▼−44% Reduced · −71K sh | Q1 2026 | |
| 15 | Strategic Blueprint, LLC | $2.2M | 87K | ▲+9.6% Added · +8K sh | Q1 2026 | |
| 16 | Ameritas Advisory Services, LLC | $1.5M | 61K | ▲+301% Added · +46K sh | Q1 2026 | |
| 17 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $1.1M | 42K | ▲+99% Added · +21K sh | Q2 2026 | |
| 18 | HBW ADVISORY SERVICES LLC | $777K | 31K | ▲+23% Added · +6K sh | Q2 2026 | |
| 19 | ROYAL BANK OF CANADA | $655K | 26K | ▲+10% Added · +2K sh | Q1 2026 | |
| 20 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $636K | 25K | ▲New +25K sh | Q1 2026 | |
| 21 | Mariner, LLC | $624K | 25K | ▼−1.3% Reduced · −316 sh | Q1 2026 | |
| 22 | FCG Investment Co | $537K | 21K | ▲New +21K sh | Q2 2026 | |
| 23 | GOLDMAN SACHS GROUP INC | $445K | 18K | ▲+0.3% Added · +56 sh | Q1 2026 | |
| 24 | Dynamic Advisor Solutions LLC | $385K | 15K | ▲+9.3% Added · +1K sh | Q2 2026 | |
| 25 | Kestra Advisory Services, LLC | $353K | 14K | ▲+18% 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.
| Company | Co-held by | Combined value |
|---|---|---|
| INVESCO QQQ TRUST SERIES 1QQQ | 20 funds | $2.3B |
| JPMORGAN ULTRA-SHORT INCOMEJPST | 20 funds | $598.8M |
| ISHARES CORE S&P 500 ETFIVV | 19 funds | $9.5B |
| NVIDIA CORPNVDA | 19 funds | $7.2B |
| APPLE INCAAPL | 19 funds | $6.3B |
| MICROSOFT CORPMSFT | 19 funds | $4.7B |
| AMAZON.COM INCAMZN | 19 funds | $4.6B |
| ALPHABET INC-CL AGOOGL | 19 funds | $3.4B |
| VANGUARD S&P 500 ETFVOO | 19 funds | $3.3B |
| ISHARES CORE U.S. AGGREGATEAGG | 19 funds | $2.9B |
| META PLATFORMS INC-CLASS AMETA | 19 funds | $2.6B |
| JPMORGAN CHASE & COJPM | 19 funds | $2.5B |
Ranked by how many of CGUI'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 CGUI. 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.