354 tracked 13F filers disclose a position in CGXU as of the latest SEC 13F filings, a combined $3.9B 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 | 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 | $143.2M | 4.1M | ▲+1.5% Added · +63K sh | Q2 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 | Confluence Wealth Services, Inc. | $84.2M | 2.4M | ▲+23% Added · +459K sh | Q2 2026 | |
| 14 | INSPIRION WEALTH ADVISORS, LLC | $70.2M | 2.1M | ▲+2.1% Added · +42K sh | Q2 2026 | |
| 15 | JONES FINANCIAL COMPANIES LLLP | $57.3M | 2.0M | ▲+24% Added · +384K 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 | MML INVESTORS SERVICES, LLC | $52.7M | 1.5M | ▲+60% Added · +571K sh | Q2 2026 | |
| 21 | &PARTNERS | $51.7M | 1.5M | ▲+3.2% Added · +47K sh | Q2 2026 | |
| 22 | Cetera Investment Advisers | $43.1M | 1.5M | ▲+5.7% Added · +78K sh | Q1 2026 | |
| 23 | Kestra Advisory Services, LLC | $41.5M | 1.2M | ▲+4.9% Added · +56K sh | Q2 2026 | |
| 24 | Private Advisor Group, LLC | $41.4M | 1.2M | ▼−20% Reduced · −302K sh | Q2 2026 | |
| 25 | AdvisorNet Financial, Inc | $39.5M | 1.1M | ▲+2.7% Added · +30K 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, 3 funds opened a new position in CGXU and 29 added to an existing one, while 17 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 | 214 funds | $44.5B |
| APPLE INCAAPL | 213 funds | $57.5B |
| AMAZON.COM INCAMZN | 211 funds | $32.0B |
| NVIDIA CORPNVDA | 210 funds | $66.2B |
| ALPHABET INC-CL AGOOGL | 205 funds | $26.1B |
| JPMORGAN CHASE & COJPM | 203 funds | $11.9B |
| VANGUARD S&P 500 ETFVOO | 202 funds | $7.8B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 200 funds | $9.8B |
| JOHNSON & JOHNSONJNJ | 199 funds | $9.9B |
| ALPHABET INC-CL CGOOG | 197 funds | $20.4B |
| COSTCO WHOLESALE CORPCOST | 197 funds | $6.9B |
| META PLATFORMS INC-CLASS AMETA | 195 funds | $15.7B |
Ranked by how many of CGXU's institutional holders also hold each name, a cross-fund conviction signal.
No filings captured for this ticker in the live stream yet.
Connected entities for CGXU
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.
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.