33 tracked 13F filers disclose a position in CGVV as of the latest SEC 13F filings, a combined $52.8M 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 | Concurrent Investment Advisors, LLC | $18.6M | 601K | ▲+7.4% Added · +41K sh | Q2 2026 | |
| 2 | VVR Holdings LLC | $12.9M | 418K | ▲+14% Added · +51K sh | Q2 2026 | |
| 3 | RM Financial Services, LLC | $7.1M | 229K | ▲+22% Added · +42K sh | Q2 2026 | |
| 4 | MML INVESTORS SERVICES, LLC | $4.0M | 130K | ▲+648% Added · +112K sh | Q2 2026 | |
| 5 | OSAIC HOLDINGS, INC. | $2.4M | 89K | ▲+109% Added · +46K sh | Q1 2026 | |
| 6 | J. Derek Lewis & Associates Inc. | $1.3M | 42K | ▲+129% Added · +24K sh | Q2 2026 | |
| 7 | Fearless Solutions, LLC dba Best Invest | $1.0M | 33K | ▲+91% Added · +16K sh | Q2 2026 | |
| 8 | Sigma Planning Corp | $835K | 27K | ▲+8.0% Added · +2K sh | Q2 2026 | |
| 9 | GOLDMAN SACHS GROUP INC | $696K | 26K | ▼−35% Reduced · −14K sh | Q1 2026 | |
| 10 | COMMONWEALTH EQUITY SERVICES, LLC | $601K | 22K | ▲+50% Added · +7K sh | Q1 2026 | |
| 11 | ENVESTNET ASSET MANAGEMENT INC | $561K | 21K | ▲+130% Added · +12K sh | Q1 2026 | |
| 12 | Beacon Financial Advisory LLC | $374K | 12K | ▲New +12K sh | Q2 2026 | |
| 13 | Kestra Advisory Services, LLC | $262K | 8K | ▲New +8K sh | Q2 2026 | |
| 14 | Confluence Wealth Services, Inc. | $257K | 8K | ▲+0.1% Added · +9 sh | Q2 2026 | |
| 15 | Junk Investment Group, LLC | $255K | 8K | ▲+3.6% Added · +284 sh | Q2 2026 | |
| 16 | JANE STREET GROUP, LLC | $209K | 8K | ▼−34% Reduced · −4K sh | Q1 2026 | |
| 17 | Valmark Advisers, Inc. | $241K | 8K | ▲New +8K sh | Q2 2026 | |
| 18 | NWF Advisory Services Inc. | $210K | 7K | ▲New +7K sh | Q2 2026 | |
| 19 | Equitable Holdings, Inc. | $207K | 7K | ▲New +7K sh | Q2 2026 | |
| 20 | Advisory Services Network, LLC | $166K | 6K | ▲New +6K sh | Q1 2026 | |
| 21 | Integrated Wealth Concepts LLC | $127K | 4K | ▲New +4K sh | Q2 2026 | |
| 22 | BARRETT & COMPANY, INC. | $93K | 3K | —Held | Q2 2026 | |
| 23 | HARBOUR INVESTMENTS, INC. | $67K | 3K | ▲+46% Added · +795 sh | Q1 2026 | |
| 24 | Global Retirement Partners, LLC | $63K | 2K | ▲New +2K sh | Q2 2026 | |
| 25 | ROTHSCHILD INVESTMENT LLC | $60K | 2K | ▲+8.3% Added · +150 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, 7 funds opened a new position in CGVV and 10 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 |
|---|---|---|
| INVESCO QQQ TRUST SERIES 1QQQ | 20 funds | $1.2B |
| CAP GROUP DIVIDEND VALUECGDV | 20 funds | $493.9M |
| APPLE INCAAPL | 19 funds | $1.8B |
| VANGUARD S&P 500 ETFVOO | 19 funds | $1.5B |
| NVIDIA CORPNVDA | 19 funds | $1.5B |
| AMAZON.COM INCAMZN | 19 funds | $864.4M |
| MICROSOFT CORPMSFT | 19 funds | $835.9M |
| VANGUARD TOTAL STOCK MKT ETFVTI | 19 funds | $591.7M |
| JPMORGAN CHASE & COJPM | 19 funds | $417.5M |
| WALMART INCWMT | 19 funds | $363.9M |
| VANGUARD INFO TECH ETFVGT | 19 funds | $344.0M |
| TESLA INCTSLA | 19 funds | $301.8M |
Ranked by how many of CGVV's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| CGMMmc | 209 funds | $1.8B |
| CGVVthis pageUS LRG VALUE ETF | 33 funds | $52.8M |
| CGGGUS LARGE GROWT | 26 funds | $21.2M |
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 CGVV
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/CGVV/capital-change-brief"
Use Arkolith's capital_change_brief for CGVV. 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 CGVV. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.