Among active 13F managers last quarter, 1 opened and 2 added, while 1 reduced; the largest holder to move was Waddell & Associates, LLC (+0.5%).
13 tracked 13F filers disclose a position in CGV as of the latest SEC 13F filings, a combined $74.9M 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 | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Wealth Enhancement Advisory Services, LLC | 2.0M | $31.0M | ▲+11% Added · +193K sh | Q2 2026 | |
| 2 | Focus Partners Wealth | 788K | $12.2M | ▲+5.8% Added · +43K sh | Q1 2026 | |
| 3 | Cetera Investment Advisers | 599K | $9.2M | ▲+11% Added · +58K sh | Q1 2026 | |
| 4 | Waddell & Associates, LLC | 402K | $6.2M | ▲+0.5% Added · +2K sh | Q2 2026 | |
| 5 | Mariner, LLC | 295K | $4.6M | ▲+0.2% Added · +585 sh | Q1 2026 | |
| 6 | Brightwater Advisory LLC | 242K | $3.8M | ▼−1.4% Reduced · −3K sh | Q2 2026 | |
| 7 | LPL Financial LLC | 144K | $2.2M | ▲+1.7% Added · +2K sh | Q1 2026 | |
| 8 | Truist Financial Corp | 120K | $1.9M | ▼−77% Reduced · −392K sh | Q1 2026 | |
| 9 | Envestnet Asset Management Inc | 107K | $1.7M | ▼−79% Reduced · −410K sh | Q1 2026 | |
| 10 | Commonwealth Equity Services, LLC | 69K | $1.1M | ▼−5.3% Reduced · −4K sh | Q1 2026 | |
| 11 | Cary Street Partners Financial LLC | 42K | $644K | ▲+65% Added · +16K sh | Q1 2026 | |
| 12 | Citadel Advisors LLC | 17K | $271K | ▲New +17K sh | Q2 2026 | |
| 13 | Jane Street Group, LLC | 14K | $214K | ▲New +14K 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.
Last quarter, 1 fund opened a new position in CGV and 2 added to an existing one, while 1 reduced. 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 | Their position there |
|---|---|---|
| Amazon.com IncAMZN | 4 funds | $2.6B |
| Nvidia CorpNVDA | 4 funds | $2.4B |
| Apple IncAAPL | 4 funds | $2.3B |
| Microsoft CorpMSFT | 4 funds | $1.5B |
| Alphabet Inc-CL AGOOGL | 4 funds | $1.1B |
| Broadcom IncAVGO | 4 funds | $1.1B |
| Alphabet Inc-CL CGOOG | 4 funds | $976.0M |
| JPMorgan Chase & CoJPM | 4 funds | $761.6M |
| Coca-Cola CoKO | 4 funds | $649.2M |
| Berkshire Hathaway Inc-CL BBRK/B | 4 funds | $590.9M |
| ExxonMobil Holdings CorpXOM | 4 funds | $584.5M |
| Home Depot IncHD | 4 funds | $562.9M |
Ranked by how many of CGV's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in CGV.
| Class | 13F holders | Value held |
|---|---|---|
| LSAFUIE | 20 funds | $38.9M |
| LSATUIE | 19 funds | $25.0M |
| AFIFETF | 17 funds | $94.0M |
| WLDRSIMP AF WORL ETF | 16 funds | $65.5M |
| CGVthis pageETF | 13 funds | $74.9M |
| AESRETF | 13 funds | $21.0M |
| DYLDLEADERSHARES DY | 13 funds | $20.1M |
| RPHSREGENTS PK HDGD | 13 funds | $4.2M |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
Connected entities for CGV
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/CGV/capital-change-brief"
Use Arkolith's capital_change_brief for CGV. 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 CGV. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.