Who owns CGBL
Which tracked institutional funds hold CGBL, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See CGBL company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-19). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
The tracked-fund tape on CGBL is one-sided between 2026-Q1 and 2026-Q2: 172 added or opened and 24 trimmed or exited — on balance accumulating.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
CGBL’s largest tracked holder by dollar value, LPL Financial LLC, sizes it at 0.2% of its own reported 13F book, while the median holder sizes it at 0.3% of theirs — a 0.1pp gap the other way — the median holder sizes CGBL more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in CGBL divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, across 348 tracked filers holding CGBL, 274 increased or opened the position and 72 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in CGBL between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 18
- NewEdge Advisors, LLC$19M
- QUANTUM FINANCIAL PARTNERS LLC$10M
- Spectrum Investment Advisors, Inc.$8M
- WCG Wealth Advisors LLC$4M
- Waverly Advisors, LLC$4M
- RENAISSANCE TECHNOLOGIES LLC$4M
Full exits 14
- Cambridge Investment Research Advisors, Inc.$79M
- CWM, LLC$77M
- Janney Montgomery Scott LLC$46M
- Betterment LLC$11M
- JANE STREET GROUP, LLC$11M
- HighTower Advisors, LLC$8M
Largest adds
- LPL Financial LLC$198M
- WELLS FARGO & COMPANY/MN$122M
- RAYMOND JAMES FINANCIAL INC$87M
- ENVESTNET ASSET MANAGEMENT INC$83M
- MORGAN STANLEY$47M
- Advance Capital Management, Inc.$45M
Largest trims
- Mariner, LLC$14M
- Prospera Financial Services Inc$4M
- SIGNATURE ESTATE & INVESTMENT ADVISORS LLC$4M
- Merited Wealth, LLC$3M
- Patriot Financial Group Insurance Agency, LLC$3M
- Gateway Wealth Partners, LLC$2M
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| LPL Financial LLC added | 18,718,252 | $711M | 15.4% | 2026-Q2 |
| Advance Capital Management, Inc. added | 12,041,305 | $457M | 9.9% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 10,140,759 | $385M | 8.4% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 9,654,718 | $366M | 8.0% | 2026-Q2 |
| MORGAN STANLEY added | 6,153,666 | $234M | 5.1% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 5,674,737 | $215M | 4.7% | 2026-Q2 |
| Cetera Investment Advisers added | 4,819,328 | $183M | 4.0% | 2026-Q2 |
| Forge Financial Services LLC added | 3,842,632 | $146M | 3.2% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 3,585,680 | $136M | 3.0% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 3,483,547 | $132M | 2.9% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 2,519,318 | $96M | 2.1% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 2,384,205 | $90M | 1.9% | 2026-Q2 |
| Kestra Advisory Services, LLC added | 1,758,593 | $67M | 1.4% | 2026-Q2 |
| Aprio Wealth Management, LLC trimmed | 1,688,355 | $64M | 1.4% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 1,595,320 | $60M | 1.3% | 2026-Q2 |
| STIFEL FINANCIAL CORP added | 1,564,764 | $59M | 1.3% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 1,347,667 | $51M | 1.1% | 2026-Q2 |
| J. Derek Lewis & Associates Inc. added | 1,337,192 | $51M | 1.1% | 2026-Q2 |
| BENJAMIN EDWARDS INC added | 1,314,820 | $50M | 1.1% | 2026-Q2 |
| Compton Financial Group, LLC added | 1,268,449 | $48M | 1.0% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. added | 1,015,848 | $39M | 0.8% | 2026-Q2 |
| &PARTNERS added | 1,005,263 | $38M | 0.8% | 2026-Q2 |
| KWB Wealth added | 925,891 | $35M | 0.8% | 2026-Q2 |
| Private Advisor Group, LLC added | 905,873 | $34M | 0.7% | 2026-Q2 |
| ST GERMAIN D J CO INC added | 721,765 | $27M | 0.6% | 2026-Q2 |
| Concurrent Investment Advisors, LLC added | 623,389 | $24M | 0.5% | 2026-Q2 |
| GREAT VALLEY ADVISOR GROUP, INC. added | 575,229 | $22M | 0.5% | 2026-Q2 |
| Confluence Wealth Services, Inc. added | 562,184 | $21M | 0.5% | 2026-Q2 |
| Greenbush Financial Group, LLC trimmed | 549,400 | $21M | 0.5% | 2026-Q2 |
| FLAGSHIP HARBOR ADVISORS, LLC added | 548,608 | $21M | 0.5% | 2026-Q2 |
| KESTRA PRIVATE WEALTH SERVICES, LLC added | 540,006 | $20M | 0.4% | 2026-Q2 |
| Mesirow Financial Investment Management, Inc. added | 501,967 | $19M | 0.4% | 2026-Q2 |
| NewEdge Advisors, LLC added | 491,913 | $19M | 0.4% | 2026-Q2 |
| Integrated Wealth Concepts LLC added | 474,351 | $18M | 0.4% | 2026-Q2 |
| Smartleaf Asset Management LLC | 426,687 | $16M | 0.4% | 2026-Q2 |
| ASSETMARK, INC added | 426,280 | $16M | 0.4% | 2026-Q2 |
| Quantum Financial Planning Services, Inc. added | 421,907 | $16M | 0.3% | 2026-Q2 |
| Capital Group Private Client Services, Inc. added | 420,622 | $16M | 0.3% | 2026-Q2 |
| PCG Wealth Advisors, LLC added | 402,421 | $15M | 0.3% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 395,943 | $15M | 0.3% | 2026-Q2 |
| World Investment Advisors added | 393,194 | $14M | 0.3% | 2026-Q2 |
| Apollon Wealth Management, LLC added | 374,554 | $14M | 0.3% | 2026-Q2 |
| Clarity Wealth Advisors, LLC added | 369,648 | $14M | 0.3% | 2026-Q2 |
| B. Riley Wealth Advisors, Inc. added | 354,422 | $13M | 0.3% | 2026-Q2 |
| CARY STREET PARTNERS FINANCIAL LLC added | 347,708 | $13M | 0.3% | 2026-Q2 |
| IFP Advisors, Inc added | 347,015 | $13M | 0.3% | 2026-Q2 |
| Johnson Bixby & Associates, LLC added | 342,396 | $13M | 0.3% | 2026-Q2 |
| D.A. DAVIDSON & CO. trimmed | 338,733 | $13M | 0.3% | 2026-Q2 |
| UBS Group AG added | 333,534 | $13M | 0.3% | 2026-Q2 |
| High Net Worth Advisory Group LLC added | 330,840 | $13M | 0.3% | 2026-Q2 |
| SMITH, MOORE & CO. added | 326,851 | $12M | 0.3% | 2026-Q2 |
| Hartmann Taylor Wealth Management, LLC | 326,175 | $11M | 0.2% | 2026-Q2 |
| Base Wealth Management LLC added | 321,993 | $12M | 0.3% | 2026-Q2 |
| Equitable Holdings, Inc. added | 320,886 | $12M | 0.3% | 2026-Q2 |
| Stratos Wealth Partners, LTD. added | 320,615 | $12M | 0.3% | 2026-Q2 |
| Capital Management Associates, Inc added | 320,084 | $12M | 0.3% | 2026-Q2 |
| Geneos Wealth Management Inc. added | 319,852 | $12M | 0.3% | 2026-Q2 |
| Merit Financial Group, LLC added | 318,159 | $12M | 0.3% | 2026-Q2 |
| Valmark Advisers, Inc. added | 314,960 | $12M | 0.3% | 2026-Q2 |
| Venture Visionary Partners LLC added | 304,689 | $12M | 0.3% | 2026-Q2 |
| CLG LLC added | 300,514 | $11M | 0.2% | 2026-Q2 |
| Boyer Financial Services, Inc. added | 295,203 | $11M | 0.2% | 2026-Q2 |
| Hopwood Nicholas Hunter added | 288,664 | $11M | 0.2% | 2026-Q2 |
| Cullen/Frost Bankers, Inc. added | 282,636 | $11M | 0.2% | 2026-Q2 |
| FOUNDERS FINANCIAL SECURITIES LLC added | 279,066 | $11M | 0.2% | 2026-Q2 |
| LongView Wealth Management added | 276,470 | $10M | 0.2% | 2026-Q2 |
| AdvisorNet Financial, Inc added | 271,457 | $10M | 0.2% | 2026-Q2 |
| QUANTUM FINANCIAL PARTNERS LLC new | 261,952 | $10M | 0.2% | 2026-Q2 |
| Gateway Wealth Partners, LLC trimmed | 259,076 | $10M | 0.2% | 2026-Q2 |
| SEAMOUNT FINANCIAL GROUP INC added | 258,114 | $10M | 0.2% | 2026-Q2 |
| Essex Financial Services, Inc. added | 239,613 | $9M | 0.2% | 2026-Q2 |
| Advisory Services Network, LLC added | 226,175 | $9M | 0.2% | 2026-Q2 |
| TRUIST FINANCIAL CORP added | 213,499 | $8M | 0.2% | 2026-Q2 |
| ENDEAVOR PRIVATE WEALTH, INC. added | 212,646 | $8M | 0.2% | 2026-Q2 |
| Worth Asset Management, LLC added | 209,524 | $8M | 0.2% | 2026-Q2 |
| Spectrum Investment Advisors, Inc. new | 208,664 | $8M | 0.2% | 2026-Q2 |
| Westside Investment Management, Inc. added | 201,673 | $8M | 0.2% | 2026-Q2 |
| KINTRA WEALTH, LLC added | 200,753 | $8M | 0.2% | 2026-Q2 |
| Bleakley Financial Group, LLC added | 189,752 | $7M | 0.2% | 2026-Q2 |
| Tempus Wealth Planning, LLC added | 176,327 | $7M | 0.1% | 2026-Q2 |
| Clear Creek Financial Management, LLC added | 173,854 | $7M | 0.1% | 2026-Q2 |
| SAGESPRING WEALTH PARTNERS, LLC added | 173,608 | $7M | 0.1% | 2026-Q2 |
| Envestnet Portfolio Solutions, Inc. added | 172,718 | $7M | 0.1% | 2026-Q2 |
| Rockefeller Capital Management L.P. added | 167,605 | $6M | 0.1% | 2026-Q2 |
| CVFG LLC added | 164,981 | $6M | 0.1% | 2026-Q2 |
| Mutual Advisors, LLC added | 164,708 | $6M | 0.1% | 2026-Q2 |
| Sigma Planning Corp added | 162,362 | $6M | 0.1% | 2026-Q2 |
| Michael Brady & Co., LLC trimmed | 161,496 | $6M | 0.1% | 2026-Q2 |
| Integrity Advisory Solutions, LLC added | 157,589 | $6M | 0.1% | 2026-Q2 |
| DAVENPORT & Co LLC added | 151,828 | $6M | 0.1% | 2026-Q2 |
| MGO ONE SEVEN LLC added | 151,676 | $6M | 0.1% | 2026-Q2 |
| Ameritas Advisory Services, LLC added | 149,799 | $6M | 0.1% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC added | 149,387 | $6M | 0.1% | 2026-Q2 |
| First Heartland Consultants, Inc. added | 149,359 | $6M | 0.1% | 2026-Q2 |
| Gerber Kawasaki Wealth & Investment Management added | 149,187 | $6M | 0.1% | 2026-Q2 |
| WealthCare Investment Partners, LLC trimmed | 145,243 | $6M | 0.1% | 2026-Q2 |
| HighPoint Advisor Group LLC added | 145,183 | $6M | 0.1% | 2026-Q2 |
| CAPTRUST FINANCIAL ADVISORS added | 143,378 | $5M | 0.1% | 2026-Q2 |
| Kingsview Wealth Management, LLC trimmed | 143,350 | $5M | 0.1% | 2026-Q2 |
| VVR Holdings LLC added | 142,823 | $5M | 0.1% | 2026-Q2 |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.