47 tracked 13F filers disclose a position in CGUI as of the latest SEC 13F filings, a combined $126.9M 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 | Merit Financial Group, LLC | $29.9M | 1.2M | ▲+2.1% Added · +24K sh | Q2 2026 | |
| 2 | LPL Financial LLC | $27.1M | 1.1M | ▲+20% Added · +181K sh | Q1 2026 | |
| 3 | MML INVESTORS SERVICES, LLC | $7.8M | 309K | ▲+128% Added · +174K sh | Q2 2026 | |
| 4 | Kensington Asset Management, LLC | $7.2M | 285K | ▲+54% Added · +100K sh | Q2 2026 | |
| 5 | Tribridge Partners Financial LLC | $6.7M | 263K | ▼−1.7% Reduced · −4K sh | Q2 2026 | |
| 6 | Wealth Science Advisors LLC | $4.6M | 181K | ▲New +181K sh | Q2 2026 | |
| 7 | Kingsview Wealth Management, LLC | $4.3M | 171K | ▲+60% Added · +64K sh | Q2 2026 | |
| 8 | Steward Partners Investment Advisory, LLC | $4.2M | 167K | ▼−0.5% Reduced · −806 sh | Q2 2026 | |
| 9 | ENVESTNET ASSET MANAGEMENT INC | $4.1M | 161K | ▲+257% Added · +116K sh | Q1 2026 | |
| 10 | COMMONWEALTH EQUITY SERVICES, LLC | $3.7M | 147K | ▲+81% Added · +66K sh | Q1 2026 | |
| 11 | RAYMOND JAMES FINANCIAL INC | $3.1M | 123K | ▲New +123K sh | Q1 2026 | |
| 12 | JONES FINANCIAL COMPANIES LLLP | $3.0M | 118K | ▲+129% Added · +67K sh | Q1 2026 | |
| 13 | Cetera Investment Advisers | $2.8M | 109K | ▲+69% Added · +44K sh | Q1 2026 | |
| 14 | Wealthcare Advisory Partners LLC | $2.6M | 102K | ▼−66% Reduced · −199K sh | Q2 2026 | |
| 15 | Strategic Blueprint, LLC | $2.3M | 90K | ▲+3.6% Added · +3K sh | Q2 2026 | |
| 16 | OSAIC HOLDINGS, INC. | $2.3M | 89K | ▼−44% Reduced · −71K sh | Q1 2026 | |
| 17 | Private Advisor Group, LLC | $1.3M | 50K | ▲+362% Added · +39K sh | Q2 2026 | |
| 18 | Entruity Wealth, LLC | $1.1M | 42K | ▼−28% Reduced · −16K sh | Q3 2026 | |
| 19 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $1.1M | 42K | ▲+99% Added · +21K sh | Q2 2026 | |
| 20 | HBW ADVISORY SERVICES LLC | $777K | 31K | ▲+23% Added · +6K sh | Q2 2026 | |
| 21 | 5T Wealth, LLC | $771K | 31K | ▼−13% Reduced · −5K sh | Q2 2026 | |
| 22 | ROYAL BANK OF CANADA | $655K | 26K | ▲+10% Added · +2K sh | Q1 2026 | |
| 23 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $636K | 25K | ▲New +25K sh | Q1 2026 | |
| 24 | Mariner, LLC | $624K | 25K | ▼−1.3% Reduced · −316 sh | Q1 2026 | |
| 25 | FCG Investment Co | $537K | 21K | ▲New +21K 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, 8 funds opened a new position in CGUI and 6 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 | 21 funds | $4.6B |
| APPLE INCAAPL | 21 funds | $3.0B |
| MICROSOFT CORPMSFT | 21 funds | $1.8B |
| ALPHABET INC-CL AGOOGL | 21 funds | $1.4B |
| JPMORGAN CHASE & COJPM | 21 funds | $1.1B |
| MERCK & CO. INC.MRK | 21 funds | $644.1M |
| ABBVIE INCABBV | 21 funds | $348.1M |
| CISCO SYSTEMS INCCSCO | 21 funds | $283.8M |
| ISHARES CORE S&P 500 ETFIVV | 20 funds | $4.3B |
| AMAZON.COM INCAMZN | 20 funds | $2.4B |
| VANGUARD S&P 500 ETFVOO | 20 funds | $1.7B |
| BROADCOM INCAVGO | 20 funds | $1.5B |
Ranked by how many of CGUI's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| CGMSmc | 317 funds | $3.4B |
| CGMUmc | 316 funds | $3.3B |
| CGCPmc | 291 funds | $4.8B |
| CGCBmc | 238 funds | $3.3B |
| CGSDmc | 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 CGUI
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.
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.