20 tracked 13F filers disclose a position in CGVV as of the latest SEC 13F filings, a combined $34.6M 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 | $15.0M | 559K | ▲New +559K sh | Q1 2026 | |
| 2 | VVR Holdings LLC | $12.9M | 418K | ▲+14% Added · +51K sh | Q2 2026 | |
| 3 | OSAIC HOLDINGS, INC. | $2.4M | 89K | ▲+109% Added · +46K sh | Q1 2026 | |
| 4 | GOLDMAN SACHS GROUP INC | $696K | 26K | ▼−35% Reduced · −14K sh | Q1 2026 | |
| 5 | Sigma Planning Corp | $669K | 25K | ▲+67% Added · +10K sh | Q1 2026 | |
| 6 | COMMONWEALTH EQUITY SERVICES, LLC | $601K | 22K | ▲+50% Added · +7K sh | Q1 2026 | |
| 7 | ENVESTNET ASSET MANAGEMENT INC | $561K | 21K | ▲+130% Added · +12K sh | Q1 2026 | |
| 8 | J. Derek Lewis & Associates Inc. | $491K | 18K | ▲+11% Added · +2K sh | Q1 2026 | |
| 9 | MML INVESTORS SERVICES, LLC | $463K | 17K | ▲New +17K sh | Q1 2026 | |
| 10 | Confluence Wealth Services, Inc. | $222K | 8K | ▲+9.4% Added · +712 sh | Q1 2026 | |
| 11 | JANE STREET GROUP, LLC | $209K | 8K | ▼−34% Reduced · −4K sh | Q1 2026 | |
| 12 | Advisory Services Network, LLC | $166K | 6K | ▲New +6K sh | Q1 2026 | |
| 13 | HARBOUR INVESTMENTS, INC. | $67K | 3K | ▲+46% Added · +795 sh | Q1 2026 | |
| 14 | EverSource Wealth Advisors, LLC | $52K | 2K | —Held | Q1 2026 | |
| 15 | ROTHSCHILD INVESTMENT LLC | $48K | 2K | ▲New +2K sh | Q1 2026 | |
| 16 | ROYAL BANK OF CANADA | $42K | 2K | ▼−87% Reduced · −11K sh | Q1 2026 | |
| 17 | Larson Financial Group LLC | $27K | 1K | —Held | Q1 2026 | |
| 18 | Ameritas Advisory Services, LLC | $22K | 813 | ▲New +813 sh | Q1 2026 | |
| 19 | CWM, LLC | $14K | 524 | ▲New +524 sh | Q1 2026 | |
| 20 | CREATIVE FINANCIAL DESIGNS INC /ADV | $214 | 8 | ▲+300% Added · +6 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, 4 funds opened a new position in CGVV and 5 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 |
|---|---|---|
| ISHARES CORE S&P 500 ETFIVV | 9 funds | $2.5B |
| APPLE INCAAPL | 9 funds | $2.1B |
| NVIDIA CORPNVDA | 9 funds | $1.9B |
| MICROSOFT CORPMSFT | 9 funds | $1.3B |
| STE STR SPDR PT S&P 500 ETFSPYM | 9 funds | $1.3B |
| AMAZON.COM INCAMZN | 9 funds | $1.1B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 9 funds | $1.1B |
| ISHARES S&P 500 GROWTH ETFIVW | 9 funds | $1.0B |
| INVESCO QQQ TRUST SERIES 1QQQ | 9 funds | $959.2M |
| ISHARES S&P 500 VALUE ETFIVE | 9 funds | $958.0M |
| VANGUARD S&P 500 ETFVOO | 9 funds | $915.9M |
| ALPHABET INC-CL AGOOGL | 9 funds | $886.4M |
Ranked by how many of CGVV'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/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.