Who owns CGCB (CGCB)
Which tracked institutional funds hold CGCB, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See CGCB company fundamentals →
Ownership as of the 2026-Q1 13F filings. 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 CGCB is one-sided between 2025-Q4 and 2026-Q1: 99 added or opened and 27 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
CGCB’s largest tracked holder by dollar value, Capital International Investors, sizes it at 0.2% of its own reported 13F book, while the median holder sizes it at 0.2% of theirs — a 0.0pp gap the other way — the median holder sizes CGCB more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in CGCB 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 2025-Q4 and 2026-Q1, across 253 tracked filers holding CGCB, 203 increased or opened the position and 50 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 CGCB between the 2025-Q4 and 2026-Q1 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 11
- Independent Advisor Alliance$24M
- Royal Harbor Partners, LLC$17M
- Clear Trail Advisors, LLC$15M
- Clarity Asset Management, Inc.$7M
- DIVERSIFY WEALTH MANAGEMENT, LLC$2M
- GARRISON POINT ADVISORS, LLC$1M
Full exits 9
- NewEdge Advisors, LLC$29M
- Global Retirement Partners, LLC$8M
- Dentgroup LLC$4M
- TrueWealth Financial Partners$2M
- IFG Advisory, LLC$2M
- Clear Point Advisors Inc.$1M
Largest adds
- Capital International Investors$157M
- LPL Financial LLC$156M
- BENJAMIN EDWARDS INC$71M
- WELLS FARGO & COMPANY/MN$37M
- ENVESTNET ASSET MANAGEMENT INC$37M
- MORGAN STANLEY$32M
Largest trims
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$16M
- Concurrent Investment Advisors, LLC$4M
- OSAIC HOLDINGS, INC.$2M
- Baird Financial Group, Inc.$2M
- Spinnaker Investment Group, LLC$1M
- Aprio Wealth Management, LLC$713K
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| Capital International Investors added | 29,857,209 | $784M | 19.6% | 2026-Q1 |
| LPL Financial LLC added | 28,419,125 | $746M | 18.7% | 2026-Q1 |
| MORGAN STANLEY added | 9,028,917 | $237M | 5.9% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 6,880,441 | $181M | 4.5% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 5,374,335 | $141M | 3.5% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 4,348,557 | $114M | 2.9% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 3,994,716 | $105M | 2.6% | 2026-Q1 |
| Cetera Investment Advisers added | 3,932,344 | $103M | 2.6% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 3,646,178 | $96M | 2.4% | 2026-Q1 |
| BENJAMIN EDWARDS INC added | 2,898,079 | $76M | 1.9% | 2026-Q1 |
| SEI INVESTMENTS CO added | 2,501,744 | $66M | 1.6% | 2026-Q1 |
| Johnson Bixby & Associates, LLC added | 2,184,031 | $57M | 1.4% | 2026-Q1 |
| Merit Financial Group, LLC added | 2,107,722 | $55M | 1.4% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 2,067,153 | $54M | 1.4% | 2026-Q1 |
| Valmark Advisers, Inc. added | 2,058,831 | $54M | 1.4% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 1,908,053 | $50M | 1.3% | 2026-Q1 |
| Leverty Financial Group, LLC added | 1,686,527 | $44M | 1.1% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 1,594,463 | $42M | 1.0% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC added | 1,570,255 | $41M | 1.0% | 2026-Q1 |
| CAPTRUST FINANCIAL ADVISORS added | 1,487,279 | $39M | 1.0% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 1,291,454 | $34M | 0.8% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP added | 1,238,692 | $32M | 0.8% | 2026-Q1 |
| KINTRA WEALTH, LLC added | 1,162,985 | $31M | 0.8% | 2026-Q1 |
| Continuum Advisory, LLC added | 1,108,814 | $29M | 0.7% | 2026-Q1 |
| Spinnaker Investment Group, LLC trimmed | 968,120 | $25M | 0.6% | 2026-Q1 |
| Aprio Wealth Management, LLC trimmed | 952,111 | $25M | 0.6% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 940,081 | $25M | 0.6% | 2026-Q1 |
| Independent Advisor Alliance new | 918,362 | $24M | 0.6% | 2026-Q1 |
| Quadcap Wealth Management, LLC added | 900,863 | $24M | 0.6% | 2026-Q1 |
| D.A. DAVIDSON & CO. trimmed | 833,751 | $22M | 0.5% | 2026-Q1 |
| Panoramic Capital Partners, LLC added | 827,135 | $22M | 0.5% | 2026-Q1 |
| STEPHENS INC /AR/ added | 733,059 | $19M | 0.5% | 2026-Q1 |
| &PARTNERS added | 730,014 | $19M | 0.5% | 2026-Q1 |
| Cannon Financial Strategists, Inc. added | 702,136 | $18M | 0.5% | 2026-Q1 |
| American Financial Advisors, LLC trimmed | 691,505 | $18M | 0.5% | 2026-Q1 |
| AdvisorNet Financial, Inc added | 678,524 | $18M | 0.4% | 2026-Q1 |
| Royal Harbor Partners, LLC new | 660,777 | $17M | 0.4% | 2026-Q1 |
| BIP Wealth, LLC added | 643,490 | $17M | 0.4% | 2026-Q1 |
| STIFEL FINANCIAL CORP added | 598,753 | $16M | 0.4% | 2026-Q1 |
| Private Advisor Group, LLC added | 597,594 | $16M | 0.4% | 2026-Q1 |
| Mariner, LLC added | 569,093 | $15M | 0.4% | 2026-Q1 |
| Clear Trail Advisors, LLC new | 562,285 | $15M | 0.4% | 2026-Q1 |
| Steward Partners Investment Advisory, LLC added | 535,389 | $14M | 0.4% | 2026-Q1 |
| Greenbush Financial Group, LLC added | 530,742 | $14M | 0.3% | 2026-Q1 |
| NerdWallet Wealth Partners, LLC added | 502,744 | $13M | 0.3% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 477,772 | $13M | 0.3% | 2026-Q1 |
| Visionary Wealth Advisors added | 476,018 | $13M | 0.3% | 2026-Q1 |
| UBS Group AG added | 431,544 | $11M | 0.3% | 2026-Q1 |
| TRUIST FINANCIAL CORP added | 418,327 | $11M | 0.3% | 2026-Q1 |
| Sovran Advisors, LLC added | 396,846 | $10M | 0.3% | 2026-Q1 |
| J. Derek Lewis & Associates Inc. | 382,991 | $10M | 0.3% | 2026-Q1 |
| Kingsview Wealth Management, LLC added | 365,671 | $10M | 0.2% | 2026-Q1 |
| HARBOUR INVESTMENTS, INC. added | 353,801 | $9M | 0.2% | 2026-Q1 |
| Smartleaf Asset Management LLC added | 345,851 | $9M | 0.2% | 2026-Q1 |
| Strategic Family Wealth Counselors, L.L.C. added | 339,891 | $9M | 0.2% | 2026-Q1 |
| Compton Financial Group, LLC added | 335,482 | $9M | 0.2% | 2026-Q1 |
| RFG Advisory, LLC added | 287,416 | $8M | 0.2% | 2026-Q1 |
| Werba Rubin Papier Wealth Management trimmed | 284,934 | $7M | 0.2% | 2026-Q1 |
| Janney Montgomery Scott LLC added | 283,729 | $7M | 0.2% | 2026-Q1 |
| CITADEL ADVISORS LLC added | 282,886 | $7M | 0.2% | 2026-Q1 |
| UPTICK PARTNERS, LLC added | 275,570 | $7M | 0.2% | 2026-Q1 |
| Gateway Wealth Partners, LLC added | 266,799 | $7M | 0.2% | 2026-Q1 |
| Freedom Financial Partners LLC added | 266,344 | $7M | 0.2% | 2026-Q1 |
| Clarity Asset Management, Inc. new | 264,049 | $7M | 0.2% | 2026-Q1 |
| Cannon Wealth Management Services, LLC added | 261,907 | $7M | 0.2% | 2026-Q1 |
| MOSAIC FAMILY WEALTH PARTNERS, LLC added | 261,568 | $7M | 0.2% | 2026-Q1 |
| Capital Group Private Client Services, Inc. added | 258,003 | $7M | 0.2% | 2026-Q1 |
| Timmons Wealth Management, LLC added | 255,864 | $7M | 0.2% | 2026-Q1 |
| TSFG, LLC added | 249,738 | $7M | 0.2% | 2026-Q1 |
| Sunpointe, LLC added | 224,099 | $6M | 0.1% | 2026-Q1 |
| Smith Thornton Advisors LLC added | 222,951 | $6M | 0.1% | 2026-Q1 |
| Rockefeller Capital Management L.P. added | 219,419 | $6M | 0.1% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 216,438 | $6M | 0.1% | 2026-Q1 |
| Apollon Wealth Management, LLC added | 215,320 | $6M | 0.1% | 2026-Q1 |
| Boyer Financial Services, Inc. added | 193,633 | $5M | 0.1% | 2026-Q1 |
| Vigil Wealth Management, LLC added | 191,859 | $5M | 0.1% | 2026-Q1 |
| Concurrent Investment Advisors, LLC trimmed | 188,727 | $5M | 0.1% | 2026-Q1 |
| Stratos Wealth Partners, LTD. added | 185,119 | $5M | 0.1% | 2026-Q1 |
| Keystone Financial Services, LLC added | 176,721 | $5M | 0.1% | 2026-Q1 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC trimmed | 176,099 | $5M | 0.1% | 2026-Q1 |
| Cullen/Frost Bankers, Inc. added | 164,400 | $4M | 0.1% | 2026-Q1 |
| Equitable Holdings, Inc. added | 162,283 | $4M | 0.1% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 147,692 | $4M | 0.1% | 2026-Q1 |
| ENDEAVOR PRIVATE WEALTH, INC. added | 147,259 | $4M | 0.1% | 2026-Q1 |
| Advance Capital Management, Inc. trimmed | 146,277 | $4M | 0.1% | 2026-Q1 |
| COFG Advisors, LLC added | 146,211 | $4M | 0.1% | 2026-Q1 |
| MISSION WEALTH MANAGEMENT, LP added | 144,073 | $4M | 0.1% | 2026-Q1 |
| Dynamic Advisor Solutions LLC added | 137,878 | $4M | 0.1% | 2026-Q1 |
| Fiduciary Alliance LLC added | 136,146 | $4M | 0.1% | 2026-Q1 |
| InTrack Investment Management Inc added | 136,634 | $4M | 0.1% | 2026-Q1 |
| Western Wealth Management, LLC added | 135,369 | $4M | 0.1% | 2026-Q1 |
| Integrated Wealth Concepts LLC added | 129,808 | $3M | 0.1% | 2026-Q1 |
| Saxony Capital Management, LLC added | 129,063 | $3M | 0.1% | 2026-Q1 |
| NewEdge Advisors, LLC added | 1,102,266 | $29M | 0.7% | 2025-Q4 stale |
| Strategic Blueprint, LLC added | 412,101 | $11M | 0.3% | 2025-Q3 stale |
| Creekmur Asset Management LLC trimmed | 329,558 | $9M | 0.2% | 2025-Q3 stale |
| Global Retirement Partners, LLC added | 289,676 | $8M | 0.2% | 2025-Q4 stale |
| FUTURE YOU WEALTH LLC added | 255,289 | $7M | 0.2% | 2025-Q2 stale |
| Atria Wealth Solutions, Inc. trimmed | 251,920 | $7M | 0.2% | 2025-Q2 stale |
| Dentgroup LLC trimmed | 158,371 | $4M | 0.1% | 2025-Q4 stale |
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.