Who owns 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-Q2 13F filings (latest filed 2026-09-02). 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
94 tracked funds added or opened CGCB while 35 trimmed or exited it between 2026-Q1 and 2026-Q2 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
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 conviction gap — its largest holder concentrates the name more heavily than the typical one.
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 2026-Q1 and 2026-Q2, across 251 tracked filers holding CGCB, 182 increased or opened the position and 85 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 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 13
- Larson Financial Group LLC$44M
- NewEdge Advisors, LLC$40M
- Intrua Financial, LLC$34M
- Global Retirement Partners, LLC$11M
- QUANTUM FINANCIAL PARTNERS LLC$3M
- Bluespring Wealth Management, LLC$3M
Full exits 14
- Cambridge Investment Research Advisors, Inc.$42M
- Independent Advisor Alliance$24M
- Janney Montgomery Scott LLC$7M
- TSFG, LLC$7M
- HighTower Advisors, LLC$3M
- NATIXIS ADVISORS, LLC$2M
Largest adds
- Capital International Investors$310M
- LPL Financial LLC$113M
- WELLS FARGO & COMPANY/MN$58M
- RAYMOND JAMES FINANCIAL INC$42M
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$35M
- ENVESTNET ASSET MANAGEMENT INC$21M
Largest trims
- COMMONWEALTH EQUITY SERVICES, LLC$6M
- Timmons Wealth Management, LLC$6M
- TRUIST FINANCIAL CORP$6M
- RFG Advisory, LLC$5M
- Aprio Wealth Management, LLC$5M
- Gateway Wealth Partners, LLC$3M
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 |
|---|---|---|---|---|
| Capital International Investors added | 41,788,400 | $1.1B | 23.0% | 2026-Q2 |
| LPL Financial LLC added | 32,832,622 | $860M | 18.0% | 2026-Q2 |
| MORGAN STANLEY added | 9,125,699 | $239M | 5.0% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 7,721,547 | $202M | 4.2% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 6,744,786 | $177M | 3.7% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 6,591,203 | $173M | 3.6% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 5,616,548 | $147M | 3.1% | 2026-Q2 |
| Cetera Investment Advisers added | 4,511,435 | $118M | 2.5% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 4,437,616 | $116M | 2.4% | 2026-Q2 |
| SEI INVESTMENTS CO added | 3,251,177 | $85M | 1.8% | 2026-Q2 |
| BENJAMIN EDWARDS INC added | 3,040,699 | $80M | 1.7% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 2,610,343 | $68M | 1.4% | 2026-Q2 |
| Johnson Bixby & Associates, LLC added | 2,357,491 | $62M | 1.3% | 2026-Q2 |
| Valmark Advisers, Inc. added | 2,171,812 | $57M | 1.2% | 2026-Q2 |
| Merit Financial Group, LLC added | 2,145,383 | $56M | 1.2% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 2,041,893 | $53M | 1.1% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 1,874,283 | $49M | 1.0% | 2026-Q2 |
| Larson Financial Group LLC new | 1,666,355 | $44M | 0.9% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 1,646,144 | $43M | 0.9% | 2026-Q2 |
| Leverty Financial Group, LLC trimmed | 1,624,806 | $43M | 0.9% | 2026-Q2 |
| CAPTRUST FINANCIAL ADVISORS added | 1,556,633 | $41M | 0.9% | 2026-Q2 |
| NewEdge Advisors, LLC added | 1,527,732 | $40M | 0.8% | 2026-Q2 |
| Intrua Financial, LLC new | 1,299,124 | $34M | 0.7% | 2026-Q2 |
| KINTRA WEALTH, LLC added | 1,297,322 | $34M | 0.7% | 2026-Q2 |
| Spinnaker Investment Group, LLC added | 1,160,847 | $30M | 0.6% | 2026-Q2 |
| Compton Financial Group, LLC added | 1,137,925 | $30M | 0.6% | 2026-Q2 |
| Continuum Advisory, LLC added | 1,129,480 | $30M | 0.6% | 2026-Q2 |
| STIFEL FINANCIAL CORP added | 1,060,685 | $28M | 0.6% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 1,048,341 | $27M | 0.6% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 976,237 | $25M | 0.5% | 2026-Q2 |
| D.A. DAVIDSON & CO. added | 923,546 | $24M | 0.5% | 2026-Q2 |
| Quadcap Wealth Management, LLC added | 920,080 | $24M | 0.5% | 2026-Q2 |
| BIP Wealth, LLC added | 850,240 | $22M | 0.5% | 2026-Q2 |
| Panoramic Capital Partners, LLC added | 836,040 | $22M | 0.5% | 2026-Q2 |
| &PARTNERS added | 813,055 | $21M | 0.4% | 2026-Q2 |
| UBS Group AG added | 805,505 | $21M | 0.4% | 2026-Q2 |
| Aprio Wealth Management, LLC trimmed | 769,632 | $20M | 0.4% | 2026-Q2 |
| AdvisorNet Financial, Inc added | 757,948 | $20M | 0.4% | 2026-Q2 |
| STEPHENS INC /AR/ added | 753,630 | $20M | 0.4% | 2026-Q2 |
| Royal Harbor Partners, LLC added | 712,718 | $19M | 0.4% | 2026-Q2 |
| American Financial Advisors, LLC added | 701,386 | $18M | 0.4% | 2026-Q2 |
| Mariner, LLC added | 700,207 | $18M | 0.4% | 2026-Q2 |
| Cannon Financial Strategists, Inc. trimmed | 671,881 | $18M | 0.4% | 2026-Q2 |
| Private Advisor Group, LLC added | 666,929 | $17M | 0.4% | 2026-Q2 |
| NerdWallet Wealth Partners, LLC added | 658,570 | $17M | 0.4% | 2026-Q2 |
| Clear Trail Advisors, LLC added | 623,439 | $16M | 0.3% | 2026-Q2 |
| Greenbush Financial Group, LLC added | 582,238 | $15M | 0.3% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC added | 552,406 | $14M | 0.3% | 2026-Q2 |
| J. Derek Lewis & Associates Inc. added | 489,323 | $13M | 0.3% | 2026-Q2 |
| Visionary Wealth Advisors added | 487,994 | $13M | 0.3% | 2026-Q2 |
| Kestra Advisory Services, LLC trimmed | 462,523 | $12M | 0.3% | 2026-Q2 |
| MOSAIC FAMILY WEALTH PARTNERS, LLC added | 450,459 | $12M | 0.2% | 2026-Q2 |
| Sovran Advisors, LLC added | 430,389 | $11M | 0.2% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. added | 427,246 | $11M | 0.2% | 2026-Q2 |
| Global Retirement Partners, LLC added | 422,672 | $11M | 0.2% | 2026-Q2 |
| Strategic Family Wealth Counselors, L.L.C. added | 370,532 | $10M | 0.2% | 2026-Q2 |
| Smartleaf Asset Management LLC | 345,851 | $9M | 0.2% | 2026-Q2 |
| Capital Group Private Client Services, Inc. added | 333,242 | $9M | 0.2% | 2026-Q2 |
| COFG Advisors, LLC added | 318,674 | $8M | 0.2% | 2026-Q2 |
| Werba Rubin Papier Wealth Management added | 315,605 | $8M | 0.2% | 2026-Q2 |
| Kingsview Wealth Management, LLC trimmed | 311,252 | $8M | 0.2% | 2026-Q2 |
| Cannon Wealth Management Services, LLC added | 311,032 | $8M | 0.2% | 2026-Q2 |
| Rockefeller Capital Management L.P. added | 305,149 | $8M | 0.2% | 2026-Q2 |
| Integrated Wealth Concepts LLC added | 304,318 | $8M | 0.2% | 2026-Q2 |
| UPTICK PARTNERS, LLC added | 295,352 | $8M | 0.2% | 2026-Q2 |
| Clarity Asset Management, Inc. added | 287,324 | $8M | 0.2% | 2026-Q2 |
| Freedom Financial Partners LLC added | 271,557 | $7M | 0.1% | 2026-Q2 |
| EQ WEALTH ADVISORS, LLC added | 244,250 | $6M | 0.1% | 2026-Q2 |
| CITADEL ADVISORS LLC trimmed | 227,177 | $6M | 0.1% | 2026-Q2 |
| Equitable Holdings, Inc. added | 226,171 | $6M | 0.1% | 2026-Q2 |
| Smith Thornton Advisors LLC trimmed | 221,717 | $6M | 0.1% | 2026-Q2 |
| Apollon Wealth Management, LLC added | 221,425 | $6M | 0.1% | 2026-Q2 |
| Sunpointe, LLC trimmed | 220,778 | $6M | 0.1% | 2026-Q2 |
| GARRISON POINT ADVISORS, LLC added | 203,803 | $5M | 0.1% | 2026-Q2 |
| Concurrent Investment Advisors, LLC added | 203,488 | $5M | 0.1% | 2026-Q2 |
| TRUIST FINANCIAL CORP trimmed | 201,569 | $5M | 0.1% | 2026-Q2 |
| JANE STREET GROUP, LLC trimmed | 199,801 | $5M | 0.1% | 2026-Q2 |
| Stratos Wealth Partners, LTD. added | 198,621 | $5M | 0.1% | 2026-Q2 |
| Boyer Financial Services, Inc. trimmed | 191,521 | $5M | 0.1% | 2026-Q2 |
| Cullen/Frost Bankers, Inc. added | 184,137 | $5M | 0.1% | 2026-Q2 |
| Vigil Wealth Management, LLC trimmed | 183,244 | $5M | 0.1% | 2026-Q2 |
| Keystone Financial Services, LLC added | 180,534 | $5M | 0.1% | 2026-Q2 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC trimmed | 162,537 | $4M | 0.1% | 2026-Q2 |
| Gateway Wealth Partners, LLC trimmed | 158,933 | $4M | 0.1% | 2026-Q2 |
| InTrack Investment Management Inc added | 157,103 | $4M | 0.1% | 2026-Q2 |
| ENDEAVOR PRIVATE WEALTH, INC. added | 156,810 | $4M | 0.1% | 2026-Q2 |
| STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC added | 155,950 | $4M | 0.1% | 2026-Q2 |
| ASSETMARK, INC added | 152,149 | $4M | 0.1% | 2026-Q2 |
| MISSION WEALTH MANAGEMENT, LP added | 152,088 | $4M | 0.1% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 149,984 | $4M | 0.1% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 149,904 | $4M | 0.1% | 2026-Q2 |
| ROTHSCHILD INVESTMENT LLC added | 142,995 | $4M | 0.1% | 2026-Q2 |
| Mutual Advisors, LLC added | 141,048 | $4M | 0.1% | 2026-Q2 |
| Dynamic Advisor Solutions LLC added | 138,294 | $4M | 0.1% | 2026-Q2 |
| SITTNER & NELSON, LLC added | 136,645 | $4M | 0.1% | 2026-Q2 |
| Fiduciary Alliance LLC trimmed | 135,719 | $4M | 0.1% | 2026-Q2 |
| Envestnet Portfolio Solutions, Inc. added | 134,619 | $4M | 0.1% | 2026-Q2 |
| Saxony Capital Management, LLC trimmed | 128,828 | $3M | 0.1% | 2026-Q2 |
| HighPoint Advisor Group LLC added | 128,679 | $3M | 0.1% | 2026-Q2 |
| QUANTUM FINANCIAL PARTNERS LLC new | 120,300 | $3M | 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.