11 tracked 13F filers disclose a position in CGV as of the latest SEC 13F filings, a combined $70.9M 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 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $31.0M | 2.0M | ▲+11% Added · +193K sh | Q2 2026 | |
| 2 | Focus Partners Wealth | $12.2M | 788K | ▲+5.8% Added · +43K sh | Q1 2026 | |
| 3 | Cetera Investment Advisers | $9.2M | 599K | ▲+11% Added · +58K sh | Q1 2026 | |
| 4 | WADDELL & ASSOCIATES, LLC | $6.2M | 402K | ▲+0.5% Added · +2K sh | Q2 2026 | |
| 5 | Mariner, LLC | $4.6M | 295K | ▲+0.2% Added · +585 sh | Q1 2026 | |
| 6 | LPL Financial LLC | $2.2M | 144K | ▲+1.7% Added · +2K sh | Q1 2026 | |
| 7 | TRUIST FINANCIAL CORP | $1.9M | 120K | ▼−77% Reduced · −392K sh | Q1 2026 | |
| 8 | ENVESTNET ASSET MANAGEMENT INC | $1.7M | 107K | ▼−79% Reduced · −410K sh | Q1 2026 | |
| 9 | COMMONWEALTH EQUITY SERVICES, LLC | $1.1M | 69K | ▼−5.3% Reduced · −4K sh | Q1 2026 | |
| 10 | CARY STREET PARTNERS FINANCIAL LLC | $644K | 42K | ▲+65% Added · +16K sh | Q1 2026 | |
| 11 | JANE STREET GROUP, LLC | $214K | 14K | ▲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, 0 funds opened a new position in CGV and 2 added to an existing one, while 0 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 | 2 funds | $809.8M |
| VANGUARD FTSE EMERGING MARKEVWO | 2 funds | $693.3M |
| AMAZON.COM INCAMZN | 2 funds | $565.5M |
| ALPHABET INC-CL AGOOGL | 2 funds | $554.3M |
| FEDEX CORPFDX | 2 funds | $538.1M |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 2 funds | $472.6M |
| ISHARES MSCI USA MIN VOL FACUSMV | 2 funds | $407.5M |
| VANGUARD S&P 500 ETFVOO | 2 funds | $352.2M |
| JOHNSON & JOHNSONJNJ | 2 funds | $343.3M |
| JPMORGAN CHASE & COJPM | 2 funds | $332.9M |
| VANGUARD VALUE ETFVTV | 2 funds | $288.9M |
| SCHWAB US LARGE-CAP ETFSCHX | 2 funds | $285.1M |
Ranked by how many of CGV's institutional holders also hold each name, a cross-fund conviction signal.
No filings captured for this ticker in the live stream yet.
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.