408 tracked 13F filers disclose a position in CGUS as of the latest SEC 13F filings, a combined $6.1B 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 | 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 | $162.8M | 3.7M | ▲+24% Added · +699K sh | Q2 2026 | |
| 11 | BENJAMIN EDWARDS INC | $126.2M | 2.8M | ▲+3.0% Added · +84K sh | Q2 2026 | |
| 12 | ROYAL BANK OF CANADA | $96.4M | 2.5M | ▲+11% Added · +252K sh | Q1 2026 | |
| 13 | Private Advisor Group, LLC | $104.7M | 2.4M | ▲+11% Added · +236K sh | Q2 2026 | |
| 14 | SEI INVESTMENTS CO | $90.2M | 2.3M | ▲+17% Added · +337K sh | Q1 2026 | |
| 15 | Merit Financial Group, LLC | $100.9M | 2.3M | ▼−1.7% Reduced · −39K sh | Q2 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 | Kestra Advisory Services, LLC | $71.2M | 1.6M | ▲+55% Added · +571K sh | Q2 2026 | |
| 19 | Valmark Advisers, Inc. | $60.9M | 1.4M | ▲+2.8% Added · +37K sh | Q2 2026 | |
| 20 | ASSETMARK, INC | $60.5M | 1.4M | ▲+2.8% Added · +37K sh | Q2 2026 | |
| 21 | Baird Financial Group, Inc. | $49.2M | 1.3M | ▲+6.7% Added · +81K sh | Q1 2026 | |
| 22 | STIFEL FINANCIAL CORP | $47.5M | 1.2M | ▲+16% Added · +167K sh | Q1 2026 | |
| 23 | &PARTNERS | $54.2M | 1.2M | ▼−4.8% Reduced · −62K sh | Q2 2026 | |
| 24 | NewEdge Advisors, LLC | $53.2M | 1.2M | ▲+5.4% Added · +61K sh | Q2 2026 | |
| 25 | Midwest Heritage Bank, FSB | $48.1M | 1.1M | ▲+2.7% Added · +28K 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, 1 fund opened a new position in CGUS and 39 added to an existing one, while 9 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 |
|---|---|---|
| MICROSOFT CORPMSFT | 244 funds | $44.0B |
| APPLE INCAAPL | 242 funds | $57.2B |
| AMAZON.COM INCAMZN | 241 funds | $31.7B |
| NVIDIA CORPNVDA | 238 funds | $67.1B |
| ALPHABET INC-CL AGOOGL | 234 funds | $26.4B |
| JPMORGAN CHASE & COJPM | 233 funds | $12.8B |
| ALPHABET INC-CL CGOOG | 230 funds | $19.4B |
| TESLA INCTSLA | 229 funds | $13.8B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 228 funds | $10.6B |
| JOHNSON & JOHNSONJNJ | 228 funds | $9.7B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 225 funds | $9.1B |
| WALMART INCWMT | 225 funds | $8.5B |
Ranked by how many of CGUS's institutional holders also hold each name, a cross-fund conviction signal.
No filings captured for this ticker in the live stream yet.
Connected entities for CGUS
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.
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.