Who owns 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-Q2 13F filings (latest filed 2026-08-25). 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
97 tracked funds added or opened CGCP while 43 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
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 0.7% 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 2026-Q1 and 2026-Q2, across 313 tracked filers holding CGCP, 208 increased or opened the position and 105 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 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
- Northwest Financial Advisors$33M
- Diversify Advisory Services, LLC$18M
- VAQUERO PRIVATE WEALTH, LTD$14M
- NewEdge Advisors, LLC$11M
- Waterloo Capital, L.P.$9M
- QUANTUM FINANCIAL PARTNERS LLC$7M
Full exits 13
- Janney Montgomery Scott LLC$110M
- Cambridge Investment Research Advisors, Inc.$53M
- Wood Tarver Financial Group, LLC$27M
- Independent Advisor Alliance$14M
- HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC$5M
- NATIXIS ADVISORS, LLC$5M
Largest adds
- Capital International Investors$464M
- LPL Financial LLC$82M
- WELLS FARGO & COMPANY/MN$44M
- MORGAN STANLEY$43M
- RAYMOND JAMES FINANCIAL INC$41M
- Cetera Investment Advisers$37M
Largest trims
- Kestra Investment Management, LLC$14M
- WNY Asset Management, LLC$10M
- CITADEL ADVISORS LLC$6M
- Mariner, LLC$6M
- COMMONWEALTH EQUITY SERVICES, LLC$6M
- January Capital Advisors LLC$5M
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 | 73,019,797 | $1.6B | 24.9% | 2026-Q2 |
| LPL Financial LLC added | 33,461,676 | $746M | 11.4% | 2026-Q2 |
| MORGAN STANLEY added | 22,479,871 | $501M | 7.7% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 19,245,014 | $429M | 6.6% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 12,369,670 | $276M | 4.2% | 2026-Q2 |
| Cetera Investment Advisers added | 8,989,818 | $200M | 3.1% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 8,812,810 | $196M | 3.0% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO trimmed | 6,331,676 | $141M | 2.2% | 2026-Q2 |
| UBS Group AG added | 5,339,333 | $119M | 1.8% | 2026-Q2 |
| &PARTNERS trimmed | 4,779,471 | $107M | 1.6% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 4,444,571 | $99M | 1.5% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 4,331,565 | $97M | 1.5% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 3,847,677 | $86M | 1.3% | 2026-Q2 |
| WNY Asset Management, LLC trimmed | 3,749,326 | $84M | 1.3% | 2026-Q2 |
| Souders Financial Advisors added | 3,439,135 | $77M | 1.2% | 2026-Q2 |
| BENJAMIN EDWARDS INC added | 3,438,056 | $77M | 1.2% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. added | 3,413,963 | $76M | 1.2% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 3,278,878 | $73M | 1.1% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 3,124,075 | $70M | 1.1% | 2026-Q2 |
| STIFEL FINANCIAL CORP added | 2,969,004 | $66M | 1.0% | 2026-Q2 |
| Merit Financial Group, LLC added | 2,514,495 | $56M | 0.9% | 2026-Q2 |
| Baird Financial Group, Inc. added | 2,416,606 | $54M | 0.8% | 2026-Q2 |
| Confluence Wealth Services, Inc. added | 2,277,176 | $51M | 0.8% | 2026-Q2 |
| Valmark Advisers, Inc. added | 2,247,488 | $50M | 0.8% | 2026-Q2 |
| Stonebridge Financial Group, LLC added | 2,134,998 | $48M | 0.7% | 2026-Q2 |
| CAPTRUST FINANCIAL ADVISORS added | 2,028,738 | $45M | 0.7% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 1,816,812 | $40M | 0.6% | 2026-Q2 |
| McGlone Suttner Wealth Management, Inc. added | 1,495,388 | $33M | 0.5% | 2026-Q2 |
| Northwest Financial Advisors added | 1,459,111 | $33M | 0.5% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 1,439,149 | $32M | 0.5% | 2026-Q2 |
| Convergence Financial, LLC added | 1,435,557 | $32M | 0.5% | 2026-Q2 |
| Kestra Investment Management, LLC trimmed | 1,386,767 | $31M | 0.5% | 2026-Q2 |
| Midwest Heritage Bank, FSB added | 1,376,977 | $31M | 0.5% | 2026-Q2 |
| Compton Financial Group, LLC added | 1,300,517 | $29M | 0.4% | 2026-Q2 |
| IAM Advisory, LLC added | 1,300,230 | $29M | 0.4% | 2026-Q2 |
| Bernardo Wealth Planning LLC added | 1,240,288 | $28M | 0.4% | 2026-Q2 |
| ST GERMAIN D J CO INC added | 1,181,333 | $26M | 0.4% | 2026-Q2 |
| MCF Advisors LLC trimmed | 1,141,078 | $25M | 0.4% | 2026-Q2 |
| D.A. DAVIDSON & CO. added | 983,289 | $22M | 0.3% | 2026-Q2 |
| EVOLVE PRIVATE WEALTH, LLC added | 964,284 | $21M | 0.3% | 2026-Q2 |
| EverSource Wealth Advisors, LLC added | 949,401 | $21M | 0.3% | 2026-Q2 |
| Private Advisor Group, LLC added | 949,288 | $21M | 0.3% | 2026-Q2 |
| Kestra Advisory Services, LLC added | 910,695 | $20M | 0.3% | 2026-Q2 |
| Wealthcare Advisory Partners LLC added | 871,667 | $19M | 0.3% | 2026-Q2 |
| Main Line Retirement Advisors, LLC added | 859,472 | $19M | 0.3% | 2026-Q2 |
| CONDOR CAPITAL MANAGEMENT added | 855,417 | $19M | 0.3% | 2026-Q2 |
| Aprio Wealth Management, LLC trimmed | 830,361 | $19M | 0.3% | 2026-Q2 |
| Alpha Financial Advisors, LLC added | 829,098 | $18M | 0.3% | 2026-Q2 |
| Diversify Advisory Services, LLC added | 814,299 | $18M | 0.3% | 2026-Q2 |
| DIVERSIFY WEALTH MANAGEMENT, LLC trimmed | 814,299 | $18M | 0.3% | 2026-Q2 |
| Troutman Wealth Management, LLC added | 786,014 | $18M | 0.3% | 2026-Q2 |
| NavPoint Financial, Inc. added | 710,284 | $16M | 0.2% | 2026-Q2 |
| Sovran Advisors, LLC added | 694,734 | $15M | 0.2% | 2026-Q2 |
| Tribridge Partners Financial LLC trimmed | 685,314 | $15M | 0.2% | 2026-Q2 |
| FinDec Wealth Services, Inc. added | 676,714 | $15M | 0.2% | 2026-Q2 |
| J. Derek Lewis & Associates Inc. added | 672,597 | $15M | 0.2% | 2026-Q2 |
| VAQUERO PRIVATE WEALTH, LTD new | 639,346 | $14M | 0.2% | 2026-Q2 |
| Johnson Bixby & Associates, LLC trimmed | 638,143 | $14M | 0.2% | 2026-Q2 |
| Stadion Money Management, LLC added | 630,233 | $14M | 0.2% | 2026-Q2 |
| Greenbush Financial Group, LLC added | 623,656 | $14M | 0.2% | 2026-Q2 |
| Ruggaard & Associates LLC trimmed | 613,503 | $14M | 0.2% | 2026-Q2 |
| Bridgewealth Advisory Group, LLC added | 599,090 | $13M | 0.2% | 2026-Q2 |
| EP Wealth Advisors, LLC added | 589,880 | $13M | 0.2% | 2026-Q2 |
| TRUIST FINANCIAL CORP trimmed | 564,354 | $13M | 0.2% | 2026-Q2 |
| Mutual Advisors, LLC added | 547,062 | $12M | 0.2% | 2026-Q2 |
| Ashton Thomas Private Wealth, LLC added | 538,086 | $12M | 0.2% | 2026-Q2 |
| Lodestone Wealth Management LLC added | 523,933 | $12M | 0.2% | 2026-Q2 |
| AA Financial Advisors, LLC added | 519,407 | $12M | 0.2% | 2026-Q2 |
| WBH ADVISORY INC trimmed | 517,825 | $12M | 0.2% | 2026-Q2 |
| NewEdge Advisors, LLC added | 485,321 | $11M | 0.2% | 2026-Q2 |
| STEPHENS INC /AR/ added | 456,827 | $10M | 0.2% | 2026-Q2 |
| Rockefeller Capital Management L.P. added | 413,952 | $9M | 0.1% | 2026-Q2 |
| IHT Wealth Management, LLC added | 388,937 | $9M | 0.1% | 2026-Q2 |
| Waterloo Capital, L.P. new | 384,700 | $9M | 0.1% | 2026-Q2 |
| Farther Finance Advisors, LLC added | 383,784 | $9M | 0.1% | 2026-Q2 |
| Affiance Financial, LLC added | 369,532 | $8M | 0.1% | 2026-Q2 |
| ADAMSBROWN WEALTH CONSULTANTS LLC trimmed | 369,414 | $8M | 0.1% | 2026-Q2 |
| January Capital Advisors LLC trimmed | 368,860 | $8M | 0.1% | 2026-Q2 |
| Landmark Wealth Management, LLC added | 368,062 | $8M | 0.1% | 2026-Q2 |
| Cerity Partners LLC added | 356,009 | $8M | 0.1% | 2026-Q2 |
| Equitable Holdings, Inc. trimmed | 354,022 | $8M | 0.1% | 2026-Q2 |
| Equity Wealth Partners, LLC added | 346,002 | $8M | 0.1% | 2026-Q2 |
| Freedom Financial Partners LLC trimmed | 343,448 | $8M | 0.1% | 2026-Q2 |
| Investment Planning Advisors, Inc. added | 343,021 | $8M | 0.1% | 2026-Q2 |
| ALPHA CAPITAL ADVISORS INC /ADV added | 337,507 | $8M | 0.1% | 2026-Q2 |
| Swisher Financial Concepts, Inc. trimmed | 310,986 | $7M | 0.1% | 2026-Q2 |
| Entruity Wealth, LLC trimmed | 307,389 | $7M | 0.1% | 2026-Q2 |
| FLYNN ZITO CAPITAL MANAGEMENT, LLC added | 304,018 | $7M | 0.1% | 2026-Q2 |
| QUANTUM FINANCIAL PARTNERS LLC new | 300,192 | $7M | 0.1% | 2026-Q2 |
| INDEPENDENT FINANCIAL GROUP, LLC added | 293,450 | $7M | 0.1% | 2026-Q2 |
| Compass Financial Group, Inc. trimmed | 286,925 | $6M | 0.1% | 2026-Q2 |
| Geneos Wealth Management Inc. added | 282,442 | $6M | 0.1% | 2026-Q2 |
| Smith Thornton Advisors LLC added | 281,071 | $6M | 0.1% | 2026-Q2 |
| Smartleaf Asset Management LLC | 277,792 | $6M | 0.1% | 2026-Q2 |
| JANE STREET GROUP, LLC added | 277,450 | $6M | 0.1% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC trimmed | 266,130 | $6M | 0.1% | 2026-Q2 |
| STUDIO INVESTMENT MANAGEMENT LLC added | 265,518 | $6M | 0.1% | 2026-Q2 |
| Boyer Financial Services, Inc. added | 258,527 | $6M | 0.1% | 2026-Q2 |
| Kera Capital Partners, Inc. trimmed | 254,909 | $6M | 0.1% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 253,358 | $6M | 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.