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/CGXU/capital-change-brief"
Use Arkolith's capital_change_brief for CGXU. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | $490.2M | 16.6M | ▲+20% Added · +2.8M sh | Q1 2026 | |
| 2 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $228.2M | 7.7M | ▲+2.0% Added · +151K sh | Q1 2026 | |
| 3 | WELLS FARGO & COMPANY/MN | $209.3M | 7.1M | ▲+22% Added · +1.3M sh | Q1 2026 | |
| 4 | MORGAN STANLEY | $186.0M | 6.3M | ▲+34% Added · +1.6M sh | Q1 2026 | |
| 5 | UBS Group AG | $157.1M | 5.3M | ▲+5.3% Added · +267K sh | Q1 2026 | |
| 6 | RAYMOND JAMES FINANCIAL INC | $153.9M | 5.2M | ▲+0.5% Added · +27K sh | Q1 2026 | |
| 7 | Cerity Partners LLC | $148.5M | 5.0M | ▲+22% Added · +901K sh | Q1 2026 | |
| 8 | ROYAL BANK OF CANADA | $126.3M | 4.3M | ▲+3.7% Added · +153K sh | Q1 2026 | |
| 9 | BENJAMIN EDWARDS INC | $120.2M | 4.1M | ▲51× Added · +4.0M sh | Q1 2026 | |
| 10 | COMMONWEALTH EQUITY SERVICES, LLC | $89.1M | 3.0M | ▲+5.6% Added · +162K sh | Q1 2026 | |
| 11 | BANK OF AMERICA CORP /DE/ | $84.2M | 2.9M | ▲+35% Added · +744K sh | Q1 2026 | |
| 12 | SEI INVESTMENTS CO | $73.3M | 2.5M | ▲+20% Added · +415K sh | Q1 2026 | |
| 13 | INSPIRION WEALTH ADVISORS, LLC | $70.2M | 2.1M | ▲+2.1% Added · +42K sh | Q2 2026 | |
| 14 | JONES FINANCIAL COMPANIES LLLP | $57.3M | 2.0M | ▲+24% Added · +384K sh | Q1 2026 | |
| 15 | Confluence Wealth Services, Inc. | $58.1M | 2.0M | ▲+7.4% Added · +136K sh | Q1 2026 | |
| 16 | ENVESTNET ASSET MANAGEMENT INC | $54.0M | 1.8M | ▲+11% Added · +175K sh | Q1 2026 | |
| 17 | STIFEL FINANCIAL CORP | $53.2M | 1.8M | ▼−9.3% Reduced · −186K sh | Q1 2026 | |
| 18 | ECLECTIC ASSOCIATES INC /ADV | $59.2M | 1.7M | ▲+1.2% Added · +20K sh | Q2 2026 | |
| 19 | OSAIC HOLDINGS, INC. | $46.1M | 1.6M | ▼−21% Reduced · −424K sh | Q1 2026 | |
| 20 | Private Advisor Group, LLC | $44.2M | 1.5M | ▲+2.9% Added · +42K sh | Q1 2026 | |
| 21 | Cetera Investment Advisers | $43.1M | 1.5M | ▲+5.7% Added · +78K sh | Q1 2026 | |
| 22 | &PARTNERS | $42.6M | 1.4M | ▲+4.1% Added · +56K sh | Q1 2026 | |
| 23 | Aprio Wealth Management, LLC | $37.5M | 1.3M | ▲+1.3% Added · +16K sh | Q1 2026 | |
| 24 | Kestra Advisory Services, LLC | $33.7M | 1.1M | ▲+5.7% Added · +61K sh | Q1 2026 | |
| 25 | AdvisorNet Financial, Inc | $32.8M | 1.1M | ▲+4.1% Added · +43K 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.
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 110 funds | $18.5B |
| BROADCOM INCAVGO | 110 funds | $8.7B |
| JPMORGAN CHASE & COJPM | 110 funds | $8.2B |
| ALPHABET INC-CL CGOOG | 110 funds | $7.8B |
| EXXON MOBIL CORPXOM | 110 funds | $5.2B |
| ELI LILLY & COLLY | 110 funds | $4.7B |
| VISA INC-CLASS A SHARESV | 110 funds | $4.5B |
| COSTCO WHOLESALE CORPCOST | 110 funds | $4.3B |
| TESLA INCTSLA | 110 funds | $4.2B |
| CHEVRON CORPCVX | 110 funds | $3.7B |
| PROCTER & GAMBLE CO/THEPG | 110 funds | $2.8B |
| MCDONALD'S CORPMCD | 110 funds | $2.7B |
Ranked by how many of CGXU's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).
No filings captured for this ticker in the live stream yet.
13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for CGXU. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes. Every panel above is one call to the Arkolith API & MCP server.