| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | $60.8M | 951K | ▲+4.6% Added · +42K sh | Q1 2026 | |
| 2 | UBS Group AG | $31.2M | 488K | ▲+9.9% Added · +44K sh | Q1 2026 | |
| 3 | BANK OF AMERICA CORP /DE/ | $30.7M | 481K | ▲+8.1% Added · +36K sh | Q1 2026 | |
| 4 | WEATHERLY ASSET MANAGEMENT L. P. | $26.3M | 401K | ▼−0.5% Reduced · −2K sh | Q2 2026 | |
| 5 | Cetera Investment Advisers | $11.2M | 175K | ▲+3.2% Added · +5K sh | Q1 2026 | |
| 6 | AMERIPRISE FINANCIAL INC | $10.4M | 163K | ▲+5.4% Added · +8K sh | Q1 2026 | |
| 7 | WELLS FARGO & COMPANY/MN | $10.1M | 158K | ▼−0.7% Reduced · −1K sh | Q1 2026 | |
| 8 | LPL Financial LLC | $8.8M | 138K | ▲+0.6% Added · +871 sh | Q1 2026 | |
| 9 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $7.9M | 123K | ▲+20% Added · +20K sh | Q1 2026 | |
| 10 | RAYMOND JAMES FINANCIAL INC | $7.7M | 120K | ▲+2.1% Added · +3K sh | Q1 2026 | |
| 11 | HighTower Advisors, LLC | $7.1M | 111K | ▲+17% Added · +17K sh | Q1 2026 | |
| 12 | COMMONWEALTH EQUITY SERVICES, LLC | $6.3M | 98K | ▲+6.5% Added · +6K sh | Q1 2026 | |
| 13 | Steward Partners Investment Advisory, LLC | $5.4M | 85K | ▲+2.1% Added · +2K sh | Q1 2026 | |
| 14 | Baron Financial Group, LLC | $5.4M | 83K | ▼−0.6% Reduced · −512 sh | Q2 2026 | |
| 15 | Bleakley Financial Group, LLC | $4.2M | 66K | ▼−2.7% Reduced · −2K sh | Q1 2026 | |
| 16 | Rockefeller Capital Management L.P. | $4.1M | 64K | ▲+1.1% Added · +708 sh | Q1 2026 | |
| 17 | FIDUCIARY TRUST CO | $4.0M | 63K | ▼−11% Reduced · −8K sh | Q1 2026 | |
| 18 | NATIONAL BANK OF CANADA /FI/ | $3.9M | 62K | ▲+16% Added · +9K sh | Q1 2026 | |
| 19 | ROYAL BANK OF CANADA | $3.8M | 60K | ▲+0.5% Added · +328 sh | Q1 2026 | |
| 20 | GRIMES & Co WEALTH MANAGEMENT, LLC | $3.7M | 57K | ▼−2.0% Reduced · −1K sh | Q1 2026 | |
| 21 | JANE STREET GROUP, LLC | $3.3M | 52K | ▲New +52K sh | Q1 2026 | |
| 22 | ENVESTNET ASSET MANAGEMENT INC | $3.2M | 50K | ▲+58% Added · +18K sh | Q1 2026 | |
| 23 | Empowered Funds, LLC | $2.7M | 42K | ▲32× Added · +41K sh | Q1 2026 | |
| 24 | Cambria Investment Management, L.P. | $2.7M | 42K | ▼−7.0% Reduced · −3K sh | Q1 2026 | |
| 25 | Wealthcare Advisory Partners LLC | $2.6M | 40K | ▲+7.7% Added · +3K 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.
| Company | Co-held by | Combined value |
|---|---|---|
| APPLE INCAAPL | 69 funds | $23.0B |
| NVIDIA CORPNVDA | 69 funds | $20.5B |
| MICROSOFT CORPMSFT | 69 funds | $17.1B |
| AMAZON.COM INCAMZN | 69 funds | $13.6B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 69 funds | $12.9B |
| ALPHABET INC-CL CGOOG | 69 funds | $8.4B |
| JPMORGAN CHASE & COJPM | 69 funds | $8.0B |
| BROADCOM INCAVGO | 69 funds | $7.8B |
| VANGUARD VALUE ETFVTV | 69 funds | $7.5B |
| META PLATFORMS INC-CLASS AMETA | 69 funds | $7.1B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 69 funds | $6.4B |
| VANGUARD FTSE DEVELOPED ETFVEA | 69 funds | $5.6B |
Ranked by how many of CGW'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/CGW/capital-change-brief"
Use Arkolith's capital_change_brief for CGW. 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 CGW. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.