Among active 13F managers last quarter, 3 opened and 2 added, while 1 reduced; the largest holder to move was Bare Financial Services, Inc (+3.9%).
8 tracked 13F filers disclose a position in CLCG as of the latest SEC 13F filings, a combined $16.9M 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 | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Bare Financial Services, Inc | 467K | $13.5M | ▲+3.9% Added · +17K sh | Q2 2026 | |
| 2 | OneAscent Financial Services LLC | 42K | $1.2M | ▼−0.3% Reduced · −140 sh | Q2 2026 | |
| 3 | Range Financial Group LLC | 23K | $661K | ▲+50% Added · +8K sh | Q2 2026 | |
| 4 | OneAscent Wealth Management LLC | 21K | $617K | ▼−19% Reduced · −5K sh | Q2 2026 | |
| 5 | Valmark Advisers, Inc. | 13K | $366K | ▲New +13K sh | Q2 2026 | |
| 6 | PAX Financial Group, LLC | 12K | $349K | ▲New +12K sh | Q2 2026 | |
| 7 | Osaic Holdings, Inc. | 4K | $108K | ▲+47% Added · +1K sh | Q1 2026 | |
| 8 | Keating Financial Advisory Services, Inc. | 762 | $22K | ▲New +762 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 CLCG and 2 added to an existing one, while 1 reduced. 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 | Their position there |
|---|---|---|
| Apple IncAAPL | 6 funds | $232.0M |
| Ishares Core S&P 500 ETFIVV | 6 funds | $194.5M |
| Nvidia CorpNVDA | 6 funds | $96.1M |
| Vanguard Total Stock MKT ETFVTI | 6 funds | $73.2M |
| Ste STR SPDR PT DW EU ETFSPDW | 6 funds | $67.4M |
| Inspire Corporate Bond ETFIBD | 6 funds | $48.4M |
| Microsoft CorpMSFT | 6 funds | $48.2M |
| Ishares Core Msci Eafe ETFIEFA | 6 funds | $45.0M |
| Amazon.com IncAMZN | 6 funds | $35.6M |
| Invesco QQQ Trust Series 1QQQ | 6 funds | $28.3M |
| Alphabet Inc-CL AGOOGL | 6 funds | $28.2M |
| Caterpillar IncCAT | 6 funds | $22.8M |
Ranked by how many of CLCG's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in CLCG.
| Class | 13F holders | Value held |
|---|---|---|
| CLCVLARGE CAP VAL | 9 funds | $4.6M |
| CLCGthis pageLARGE CAP GROW | 8 funds | $16.9M |
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 CLCG
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/CLCG/capital-change-brief"
Use Arkolith's capital_change_brief for CLCG. 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 CLCG. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.