Who owns CGCP (CGCP)
Which tracked institutional funds hold CGCP, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See CGCP 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 CGCP is one-sided between 2025-Q4 and 2026-Q1: 101 added or opened and 34 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
CGCP’s largest tracked holder by dollar value, Capital International Investors, sizes it at 0.3% of its own reported 13F book, while the median holder sizes it at 0.6% of theirs — a 0.4pp gap the other way — the median holder sizes CGCP more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in CGCP 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 308 tracked filers holding CGCP, 219 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 CGCP 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 13
- WNY Asset Management, LLC$94M
- MCF Advisors LLC$26M
- Independent Advisor Alliance$14M
- January Capital Advisors LLC$13M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$6M
- OneAscent Financial Services LLC$2M
Full exits 14
- Clearview Wealth Advisors LLC$14M
- NewEdge Advisors, LLC$8M
- SOL Capital Management CO$6M
- JANE STREET GROUP, LLC$5M
- Global Retirement Partners, LLC$5M
- COMERICA BANK$3M
Largest adds
- Capital International Investors$230M
- LPL Financial LLC$127M
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$64M
- BENJAMIN EDWARDS INC$61M
- WELLS FARGO & COMPANY/MN$48M
- MORGAN STANLEY$42M
Largest trims
- EverSource Wealth Advisors, LLC$14M
- AA Financial Advisors, LLC$7M
- New England Capital Financial Advisors LLC$7M
- MML INVESTORS SERVICES, LLC$5M
- Concurrent Investment Advisors, LLC$5M
- WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$4M
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 | 52,096,653 | $1.2B | 20.1% | 2026-Q1 |
| LPL Financial LLC added | 29,704,133 | $664M | 11.5% | 2026-Q1 |
| MORGAN STANLEY added | 20,494,863 | $458M | 7.9% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 17,245,444 | $385M | 6.6% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 11,484,876 | $257M | 4.4% | 2026-Q1 |
| Cetera Investment Advisers added | 7,319,089 | $164M | 2.8% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 6,948,087 | $155M | 2.7% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 6,426,218 | $144M | 2.5% | 2026-Q1 |
| &PARTNERS added | 4,901,409 | $110M | 1.9% | 2026-Q1 |
| UBS Group AG added | 4,916,470 | $110M | 1.9% | 2026-Q1 |
| Janney Montgomery Scott LLC added | 4,915,821 | $110M | 1.9% | 2026-Q1 |
| WNY Asset Management, LLC added | 4,208,726 | $94M | 1.6% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 3,989,237 | $89M | 1.5% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP added | 3,726,877 | $83M | 1.4% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 3,537,792 | $79M | 1.4% | 2026-Q1 |
| BENJAMIN EDWARDS INC added | 3,237,956 | $72M | 1.2% | 2026-Q1 |
| Souders Financial Advisors added | 3,225,990 | $72M | 1.2% | 2026-Q1 |
| HARBOUR INVESTMENTS, INC. added | 3,217,996 | $72M | 1.2% | 2026-Q1 |
| OSAIC HOLDINGS, INC. added | 3,078,811 | $69M | 1.2% | 2026-Q1 |
| STIFEL FINANCIAL CORP added | 2,624,185 | $59M | 1.0% | 2026-Q1 |
| Merit Financial Group, LLC added | 2,487,719 | $56M | 1.0% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC trimmed | 2,432,159 | $54M | 0.9% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 2,355,079 | $53M | 0.9% | 2026-Q1 |
| Baird Financial Group, Inc. added | 2,095,162 | $47M | 0.8% | 2026-Q1 |
| Valmark Advisers, Inc. added | 2,084,059 | $47M | 0.8% | 2026-Q1 |
| Stonebridge Financial Group, LLC added | 2,063,417 | $46M | 0.8% | 2026-Q1 |
| Kestra Investment Management, LLC added | 2,003,929 | $45M | 0.8% | 2026-Q1 |
| CAPTRUST FINANCIAL ADVISORS added | 1,956,875 | $44M | 0.8% | 2026-Q1 |
| Confluence Wealth Services, Inc. added | 1,671,683 | $37M | 0.6% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 1,458,719 | $33M | 0.6% | 2026-Q1 |
| McGlone Suttner Wealth Management, Inc. added | 1,431,489 | $32M | 0.6% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 1,328,773 | $30M | 0.5% | 2026-Q1 |
| Midwest Heritage Bank, FSB added | 1,326,985 | $30M | 0.5% | 2026-Q1 |
| IAM Advisory, LLC added | 1,274,871 | $28M | 0.5% | 2026-Q1 |
| Bernardo Wealth Planning LLC added | 1,194,615 | $27M | 0.5% | 2026-Q1 |
| Wood Tarver Financial Group, LLC added | 1,191,768 | $27M | 0.5% | 2026-Q1 |
| ST GERMAIN D J CO INC added | 1,159,800 | $26M | 0.4% | 2026-Q1 |
| MCF Advisors LLC new | 1,142,834 | $26M | 0.4% | 2026-Q1 |
| DIVERSIFY WEALTH MANAGEMENT, LLC added | 972,363 | $22M | 0.4% | 2026-Q1 |
| Aprio Wealth Management, LLC added | 960,231 | $21M | 0.4% | 2026-Q1 |
| EVOLVE PRIVATE WEALTH, LLC added | 919,620 | $21M | 0.4% | 2026-Q1 |
| D.A. DAVIDSON & CO. added | 901,411 | $20M | 0.3% | 2026-Q1 |
| Main Line Retirement Advisors, LLC added | 835,729 | $19M | 0.3% | 2026-Q1 |
| CONDOR CAPITAL MANAGEMENT added | 815,358 | $18M | 0.3% | 2026-Q1 |
| Johnson Bixby & Associates, LLC trimmed | 775,621 | $17M | 0.3% | 2026-Q1 |
| Troutman Wealth Management, LLC added | 767,349 | $17M | 0.3% | 2026-Q1 |
| Wealthcare Advisory Partners LLC added | 748,481 | $17M | 0.3% | 2026-Q1 |
| Tribridge Partners Financial LLC added | 692,792 | $16M | 0.3% | 2026-Q1 |
| NavPoint Financial, Inc. added | 685,901 | $15M | 0.3% | 2026-Q1 |
| FinDec Wealth Services, Inc. trimmed | 644,522 | $14M | 0.2% | 2026-Q1 |
| J. Derek Lewis & Associates Inc. | 635,488 | $14M | 0.2% | 2026-Q1 |
| Independent Advisor Alliance trimmed | 635,412 | $14M | 0.2% | 2026-Q1 |
| Ruggaard & Associates LLC added | 634,983 | $14M | 0.2% | 2026-Q1 |
| Sovran Advisors, LLC added | 628,910 | $14M | 0.2% | 2026-Q1 |
| Stadion Money Management, LLC added | 627,733 | $14M | 0.2% | 2026-Q1 |
| January Capital Advisors LLC new | 594,252 | $13M | 0.2% | 2026-Q1 |
| TRUIST FINANCIAL CORP added | 591,450 | $13M | 0.2% | 2026-Q1 |
| Private Advisor Group, LLC added | 590,466 | $13M | 0.2% | 2026-Q1 |
| EP Wealth Advisors, LLC trimmed | 587,687 | $13M | 0.2% | 2026-Q1 |
| Bridgewealth Advisory Group, LLC added | 568,795 | $13M | 0.2% | 2026-Q1 |
| Greenbush Financial Group, LLC added | 565,832 | $13M | 0.2% | 2026-Q1 |
| Convergence Financial, LLC added | 551,351 | $12M | 0.2% | 2026-Q1 |
| WBH ADVISORY INC added | 527,177 | $12M | 0.2% | 2026-Q1 |
| Equitable Holdings, Inc. added | 511,081 | $12M | 0.2% | 2026-Q1 |
| Mutual Advisors, LLC added | 512,067 | $11M | 0.2% | 2026-Q1 |
| Ashton Thomas Private Wealth, LLC added | 492,684 | $11M | 0.2% | 2026-Q1 |
| AA Financial Advisors, LLC trimmed | 487,639 | $11M | 0.2% | 2026-Q1 |
| Entruity Wealth, LLC added | 461,768 | $10M | 0.2% | 2026-Q1 |
| STEPHENS INC /AR/ added | 447,118 | $10M | 0.2% | 2026-Q1 |
| Compton Financial Group, LLC added | 436,438 | $10M | 0.2% | 2026-Q1 |
| CITADEL ADVISORS LLC added | 430,029 | $10M | 0.2% | 2026-Q1 |
| Freedom Financial Partners LLC added | 425,071 | $9M | 0.2% | 2026-Q1 |
| Rockefeller Capital Management L.P. added | 412,691 | $9M | 0.2% | 2026-Q1 |
| ADAMSBROWN WEALTH CONSULTANTS LLC trimmed | 390,884 | $9M | 0.2% | 2026-Q1 |
| Lodestone Wealth Management LLC added | 368,478 | $8M | 0.1% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 365,657 | $8M | 0.1% | 2026-Q1 |
| Affiance Financial, LLC added | 351,792 | $8M | 0.1% | 2026-Q1 |
| Cerity Partners LLC added | 351,117 | $8M | 0.1% | 2026-Q1 |
| Landmark Wealth Management, LLC added | 338,426 | $8M | 0.1% | 2026-Q1 |
| Investment Planning Advisors, Inc. added | 336,728 | $8M | 0.1% | 2026-Q1 |
| ALPHA CAPITAL ADVISORS INC /ADV added | 331,524 | $7M | 0.1% | 2026-Q1 |
| Swisher Financial Concepts, Inc. added | 322,053 | $7M | 0.1% | 2026-Q1 |
| Farther Finance Advisors, LLC added | 306,339 | $7M | 0.1% | 2026-Q1 |
| Mariner, LLC added | 294,761 | $7M | 0.1% | 2026-Q1 |
| FLYNN ZITO CAPITAL MANAGEMENT, LLC added | 290,406 | $6M | 0.1% | 2026-Q1 |
| Compass Financial Group, Inc. trimmed | 288,473 | $6M | 0.1% | 2026-Q1 |
| Geneos Wealth Management Inc. added | 281,626 | $6M | 0.1% | 2026-Q1 |
| IHT Wealth Management, LLC added | 276,974 | $6M | 0.1% | 2026-Q1 |
| Smartleaf Asset Management LLC added | 277,792 | $6M | 0.1% | 2026-Q1 |
| Core Wealth Partners LLC added | 272,691 | $6M | 0.1% | 2026-Q1 |
| Gateway Wealth Partners, LLC added | 266,681 | $6M | 0.1% | 2026-Q1 |
| Smith Thornton Advisors LLC added | 264,820 | $6M | 0.1% | 2026-Q1 |
| New England Capital Financial Advisors LLC trimmed | 262,984 | $6M | 0.1% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 261,158 | $6M | 0.1% | 2026-Q1 |
| Quadcap Wealth Management, LLC added | 874,900 | $20M | 0.3% | 2025-Q3 stale |
| Clearview Wealth Advisors LLC added | 603,327 | $14M | 0.2% | 2025-Q4 stale |
| GOLDMAN SACHS GROUP INC added | 421,487 | $9M | 0.2% | 2025-Q2 stale |
| NewEdge Advisors, LLC added | 359,700 | $8M | 0.1% | 2025-Q4 stale |
| Atria Wealth Solutions, Inc. trimmed | 292,485 | $7M | 0.1% | 2025-Q2 stale |
| AVANTAX ADVISORY SERVICES, INC. added | 271,468 | $6M | 0.1% | 2025-Q2 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.