Who owns CGDG (CGDG)
Which tracked institutional funds hold CGDG, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See CGDG 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 CGDG is one-sided between 2025-Q4 and 2026-Q1: 101 added or opened and 26 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
CGDG’s largest tracked holder by dollar value, Capital International Investors, sizes it at 0.1% of its own reported 13F book, while the median holder sizes it at 0.1% 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 CGDG 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 263 tracked filers holding CGDG, 198 increased or opened the position and 67 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 CGDG 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 15
- CITADEL ADVISORS LLC$16M
- SILVER OAK SECURITIES, INCORPORATED$4M
- Independent Advisor Alliance$4M
- UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$4M
- Arkadios Wealth Advisors$3M
- FIFTH THIRD BANCORP$3M
Full exits 12
- FOURPATH CAPITAL MANAGEMENT, LLC$27M
- NewEdge Advisors, LLC$9M
- FLOW TRADERS U.S. LLC$3M
- COMERICA BANK$3M
- Main Street Financial Solutions, LLC$3M
- Global Retirement Partners, LLC$2M
Largest adds
- LPL Financial LLC$65M
- WELLS FARGO & COMPANY/MN$60M
- ENVESTNET ASSET MANAGEMENT INC$55M
- Valmark Advisers, Inc.$49M
- MORGAN STANLEY$44M
- RAYMOND JAMES FINANCIAL INC$35M
Largest trims
- Advance Capital Management, Inc.$184M
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$48M
- CARY STREET PARTNERS FINANCIAL LLC$9M
- Concurrent Investment Advisors, LLC$7M
- RFG Advisory, LLC$3M
- Bleakley Financial Group, LLC$2M
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 | 17,275,896 | $620M | 17.0% | 2026-Q1 |
| LPL Financial LLC added | 11,389,368 | $409M | 11.2% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 10,760,802 | $386M | 10.6% | 2026-Q1 |
| Capital Group Private Client Services, Inc. added | 5,937,518 | $213M | 5.8% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 5,099,401 | $183M | 5.0% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 4,414,221 | $158M | 4.3% | 2026-Q1 |
| MORGAN STANLEY added | 4,047,217 | $145M | 4.0% | 2026-Q1 |
| Cetera Investment Advisers added | 3,870,449 | $139M | 3.8% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 2,597,678 | $93M | 2.6% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 2,331,996 | $84M | 2.3% | 2026-Q1 |
| Valmark Advisers, Inc. added | 2,079,344 | $75M | 2.0% | 2026-Q1 |
| Confluence Wealth Services, Inc. added | 2,056,892 | $74M | 2.0% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 1,587,222 | $57M | 1.6% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC added | 1,545,603 | $55M | 1.5% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP added | 1,551,074 | $55M | 1.5% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 1,238,840 | $44M | 1.2% | 2026-Q1 |
| OSAIC HOLDINGS, INC. added | 1,202,374 | $43M | 1.2% | 2026-Q1 |
| SEI INVESTMENTS CO added | 1,188,191 | $43M | 1.2% | 2026-Q1 |
| UBS Group AG added | 1,130,011 | $41M | 1.1% | 2026-Q1 |
| BENJAMIN EDWARDS INC added | 924,317 | $33M | 0.9% | 2026-Q1 |
| Private Advisor Group, LLC added | 826,492 | $30M | 0.8% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO trimmed | 799,288 | $29M | 0.8% | 2026-Q1 |
| STIFEL FINANCIAL CORP added | 790,074 | $28M | 0.8% | 2026-Q1 |
| Janney Montgomery Scott LLC added | 753,833 | $27M | 0.7% | 2026-Q1 |
| ROTHSCHILD INVESTMENT LLC added | 660,932 | $24M | 0.6% | 2026-Q1 |
| &PARTNERS added | 642,485 | $23M | 0.6% | 2026-Q1 |
| ASSETMARK, INC added | 625,780 | $22M | 0.6% | 2026-Q1 |
| J. Derek Lewis & Associates Inc. | 563,341 | $20M | 0.5% | 2026-Q1 |
| Vestmark Advisory Solutions, Inc. added | 548,627 | $20M | 0.5% | 2026-Q1 |
| CITADEL ADVISORS LLC added | 451,318 | $16M | 0.4% | 2026-Q1 |
| Onyx Bridge Wealth Group LLC added | 424,066 | $15M | 0.4% | 2026-Q1 |
| Smartleaf Asset Management LLC added | 397,851 | $14M | 0.4% | 2026-Q1 |
| HARBOUR INVESTMENTS, INC. added | 364,196 | $13M | 0.4% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 348,655 | $13M | 0.3% | 2026-Q1 |
| TRUIST FINANCIAL CORP added | 345,917 | $12M | 0.3% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 338,371 | $12M | 0.3% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 317,362 | $11M | 0.3% | 2026-Q1 |
| RM Financial Services, LLC trimmed | 307,640 | $11M | 0.3% | 2026-Q1 |
| Compton Financial Group, LLC added | 299,323 | $11M | 0.3% | 2026-Q1 |
| Boyer Financial Services, Inc. added | 297,169 | $11M | 0.3% | 2026-Q1 |
| SWEENEY & MICHEL, LLC added | 286,127 | $11M | 0.3% | 2026-Q1 |
| Integrated Wealth Concepts LLC added | 291,513 | $10M | 0.3% | 2026-Q1 |
| Orion Porfolio Solutions, LLC added | 276,053 | $10M | 0.3% | 2026-Q1 |
| Gateway Wealth Partners, LLC added | 270,074 | $10M | 0.3% | 2026-Q1 |
| Cullen/Frost Bankers, Inc. added | 244,580 | $9M | 0.2% | 2026-Q1 |
| CAPTRUST FINANCIAL ADVISORS added | 232,082 | $8M | 0.2% | 2026-Q1 |
| Concurrent Investment Advisors, LLC trimmed | 225,044 | $8M | 0.2% | 2026-Q1 |
| Swisher Financial Concepts, Inc. added | 222,399 | $8M | 0.2% | 2026-Q1 |
| Entruity Wealth, LLC added | 216,837 | $8M | 0.2% | 2026-Q1 |
| Advance Capital Management, Inc. trimmed | 210,626 | $8M | 0.2% | 2026-Q1 |
| Kingsview Wealth Management, LLC added | 206,457 | $7M | 0.2% | 2026-Q1 |
| Merit Financial Group, LLC added | 201,990 | $7M | 0.2% | 2026-Q1 |
| U.S. Capital Wealth Advisors, LLC added | 189,803 | $7M | 0.2% | 2026-Q1 |
| Apollon Wealth Management, LLC added | 187,357 | $7M | 0.2% | 2026-Q1 |
| Envestnet Portfolio Solutions, Inc. trimmed | 187,036 | $7M | 0.2% | 2026-Q1 |
| Founders Financial Alliance, LLC added | 178,900 | $6M | 0.2% | 2026-Q1 |
| Stratos Wealth Partners, LTD. added | 176,078 | $6M | 0.2% | 2026-Q1 |
| Steward Partners Investment Advisory, LLC added | 171,022 | $6M | 0.2% | 2026-Q1 |
| NavPoint Financial, Inc. added | 161,369 | $6M | 0.2% | 2026-Q1 |
| FOUNDERS FINANCIAL SECURITIES LLC added | 148,300 | $5M | 0.2% | 2026-Q1 |
| Baird Financial Group, Inc. trimmed | 146,603 | $5M | 0.1% | 2026-Q1 |
| Equitable Holdings, Inc. added | 144,929 | $5M | 0.1% | 2026-Q1 |
| BlueChip Wealth Advisors LLC trimmed | 143,026 | $5M | 0.1% | 2026-Q1 |
| D.A. DAVIDSON & CO. added | 139,407 | $5M | 0.1% | 2026-Q1 |
| WealthCare Investment Partners, LLC trimmed | 139,160 | $5M | 0.1% | 2026-Q1 |
| PRINCIPAL SECURITIES, INC. added | 135,000 | $5M | 0.1% | 2026-Q1 |
| Patriot Financial Group Insurance Agency, LLC added | 134,148 | $5M | 0.1% | 2026-Q1 |
| CENTAURUS FINANCIAL, INC. added | 132,755 | $5M | 0.1% | 2026-Q1 |
| BNB Wealth Management, LLC added | 122,655 | $4M | 0.1% | 2026-Q1 |
| SILVER OAK SECURITIES, INCORPORATED new | 122,302 | $4M | 0.1% | 2026-Q1 |
| LongView Wealth Management added | 116,955 | $4M | 0.1% | 2026-Q1 |
| Independent Advisor Alliance added | 116,581 | $4M | 0.1% | 2026-Q1 |
| Shira Ridge Wealth Management added | 112,023 | $4M | 0.1% | 2026-Q1 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC new | 110,951 | $4M | 0.1% | 2026-Q1 |
| US BANCORP \DE\ added | 110,107 | $4M | 0.1% | 2026-Q1 |
| National Wealth Management Group, LLC added | 108,087 | $4M | 0.1% | 2026-Q1 |
| STEPHENS INC /AR/ added | 106,143 | $4M | 0.1% | 2026-Q1 |
| DAVENPORT & Co LLC added | 102,398 | $4M | 0.1% | 2026-Q1 |
| World Investment Advisors added | 95,298 | $3M | 0.1% | 2026-Q1 |
| Mayflower Financial Advisors, LLC added | 93,353 | $3M | 0.1% | 2026-Q1 |
| Ameritas Advisory Services, LLC added | 90,734 | $3M | 0.1% | 2026-Q1 |
| Arkadios Wealth Advisors new | 89,871 | $3M | 0.1% | 2026-Q1 |
| Merited Wealth, LLC added | 88,108 | $3M | 0.1% | 2026-Q1 |
| GREAT VALLEY ADVISOR GROUP, INC. added | 87,120 | $3M | 0.1% | 2026-Q1 |
| Cerity Partners LLC added | 86,922 | $3M | 0.1% | 2026-Q1 |
| FIFTH THIRD BANCORP new | 86,491 | $3M | 0.1% | 2026-Q1 |
| Jacobi Capital Management LLC added | 85,521 | $3M | 0.1% | 2026-Q1 |
| HighPoint Advisor Group LLC added | 82,770 | $3M | 0.1% | 2026-Q1 |
| ENDEAVOR PRIVATE WEALTH, INC. added | 81,789 | $3M | 0.1% | 2026-Q1 |
| Venture Visionary Partners LLC added | 81,690 | $3M | 0.1% | 2026-Q1 |
| Bleakley Financial Group, LLC trimmed | 81,625 | $3M | 0.1% | 2026-Q1 |
| Betterment LLC trimmed | 75,490 | $3M | 0.1% | 2026-Q1 |
| SEAMOUNT FINANCIAL GROUP INC added | 75,046 | $3M | 0.1% | 2026-Q1 |
| FOURPATH CAPITAL MANAGEMENT, LLC added | 764,106 | $27M | 0.7% | 2025-Q4 stale |
| AVANTAX ADVISORY SERVICES, INC. added | 295,664 | $10M | 0.3% | 2025-Q2 stale |
| NewEdge Advisors, LLC added | 245,048 | $9M | 0.2% | 2025-Q4 stale |
| OLD MISSION CAPITAL LLC added | 130,617 | $5M | 0.1% | 2025-Q3 stale |
| Orion Portfolio Solutions, LLC added | 137,488 | $4M | 0.1% | 2025-Q1 stale |
| FLOW TRADERS U.S. LLC trimmed | 81,488 | $3M | 0.1% | 2025-Q4 stale |
| OAK HILL WEALTH ADVISORS, LLC added | 79,464 | $3M | 0.1% | 2025-Q3 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.