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/CGUS/capital-change-brief"
Use Arkolith's capital_change_brief for CGUS. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | $1.1B | 28.1M | ▲+18% Added · +4.3M sh | Q1 2026 | |
| 2 | ENVESTNET ASSET MANAGEMENT INC | $535.8M | 13.9M | ▲+21% Added · +2.4M sh | Q1 2026 | |
| 3 | RAYMOND JAMES FINANCIAL INC | $338.2M | 8.8M | ▲+20% Added · +1.5M sh | Q1 2026 | |
| 4 | JONES FINANCIAL COMPANIES LLLP | $292.5M | 7.8M | ▲+27% Added · +1.7M sh | Q1 2026 | |
| 5 | WELLS FARGO & COMPANY/MN | $264.3M | 6.9M | ▲+30% Added · +1.6M sh | Q1 2026 | |
| 6 | MORGAN STANLEY | $251.8M | 6.6M | ▼−2.4% Reduced · −162K sh | Q1 2026 | |
| 7 | Cetera Investment Advisers | $242.6M | 6.3M | ▲+6.3% Added · +374K sh | Q1 2026 | |
| 8 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $173.4M | 4.5M | ▲+4.3% Added · +188K sh | Q1 2026 | |
| 9 | COMMONWEALTH EQUITY SERVICES, LLC | $163.4M | 4.3M | ▲+8.1% Added · +320K sh | Q1 2026 | |
| 10 | MML INVESTORS SERVICES, LLC | $113.7M | 3.0M | ▼−14% Reduced · −483K sh | Q1 2026 | |
| 11 | BENJAMIN EDWARDS INC | $105.8M | 2.8M | ▲+276% Added · +2.0M sh | Q1 2026 | |
| 12 | ROYAL BANK OF CANADA | $96.4M | 2.5M | ▲+11% Added · +252K sh | Q1 2026 | |
| 13 | SEI INVESTMENTS CO | $90.2M | 2.3M | ▲+17% Added · +337K sh | Q1 2026 | |
| 14 | Merit Financial Group, LLC | $88.6M | 2.3M | ▲+5.2% Added · +114K sh | Q1 2026 | |
| 15 | Private Advisor Group, LLC | $81.3M | 2.1M | ▲+5.8% Added · +116K sh | Q1 2026 | |
| 16 | OSAIC HOLDINGS, INC. | $80.9M | 2.1M | ▼−2.3% Reduced · −51K sh | Q1 2026 | |
| 17 | UBS Group AG | $65.2M | 1.7M | ▲+7.7% Added · +121K sh | Q1 2026 | |
| 18 | Valmark Advisers, Inc. | $51.2M | 1.3M | ▲+100% Added · +668K sh | Q1 2026 | |
| 19 | ASSETMARK, INC | $50.8M | 1.3M | ▲+13% Added · +153K sh | Q1 2026 | |
| 20 | Baird Financial Group, Inc. | $49.2M | 1.3M | ▲+6.7% Added · +81K sh | Q1 2026 | |
| 21 | &PARTNERS | $49.2M | 1.3M | ▲+8.6% Added · +101K sh | Q1 2026 | |
| 22 | STIFEL FINANCIAL CORP | $47.5M | 1.2M | ▲+16% Added · +167K sh | Q1 2026 | |
| 23 | NewEdge Advisors, LLC | $43.6M | 1.1M | ▲+10% Added · +106K sh | Q1 2026 | |
| 24 | Kestra Advisory Services, LLC | $39.6M | 1.0M | ▲+13% Added · +118K sh | Q1 2026 | |
| 25 | HUB Investment Partners, LLC | $39.5M | 1.0M | ▼−9.7% Reduced · −111K 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 |
|---|---|---|
| NVIDIA CORPNVDA | 126 funds | $24.5B |
| MICROSOFT CORPMSFT | 126 funds | $20.0B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 126 funds | $13.5B |
| VANGUARD S&P 500 ETFVOO | 126 funds | $12.5B |
| BROADCOM INCAVGO | 126 funds | $9.8B |
| JPMORGAN CHASE & COJPM | 126 funds | $9.6B |
| VANGUARD GROWTH ETFVUG | 126 funds | $8.6B |
| ALPHABET INC-CL CGOOG | 126 funds | $8.4B |
| META PLATFORMS INC-CLASS AMETA | 126 funds | $8.4B |
| WALMART INCWMT | 126 funds | $5.9B |
| ELI LILLY & COLLY | 126 funds | $5.5B |
| VISA INC-CLASS A SHARESV | 126 funds | $5.1B |
Ranked by how many of CGUS'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 CGUS. 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.