Who owns 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-Q2 13F filings (latest filed 2026-08-19). 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 2026-Q1 and 2026-Q2: 101 added or opened and 31 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 2026-Q1 and 2026-Q2, across 267 tracked filers holding CGDG, 191 increased or opened the position and 83 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 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 10
- NewEdge Advisors, LLC$15M
- BANK OF AMERICA CORP /DE/$10M
- Elequin Capital, LP$4M
- Global Retirement Partners, LLC$2M
- J.W. COLE ADVISORS, INC.$2M
- R2 Capital Strategies, LLC$1M
Full exits 20
- Cambridge Investment Research Advisors, Inc.$57M
- Janney Montgomery Scott LLC$27M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$12M
- U.S. Capital Wealth Advisors, LLC$7M
- CENTAURUS FINANCIAL, INC.$5M
- Independent Advisor Alliance$4M
Largest adds
- ENVESTNET ASSET MANAGEMENT INC$75M
- LPL Financial LLC$74M
- WELLS FARGO & COMPANY/MN$61M
- Capital International Investors$59M
- Confluence Wealth Services, Inc.$48M
- MML INVESTORS SERVICES, LLC$20M
Largest trims
- JANE STREET GROUP, LLC$39M
- CITADEL ADVISORS LLC$14M
- Private Advisor Group, LLC$5M
- Arkadios Wealth Advisors$3M
- Gateway Wealth Partners, LLC$3M
- Patriot Financial Group Insurance Agency, LLC$2M
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 | 18,119,994 | $680M | 16.8% | 2026-Q2 |
| LPL Financial LLC added | 12,877,932 | $483M | 11.9% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 12,307,351 | $462M | 11.4% | 2026-Q2 |
| Capital Group Private Client Services, Inc. added | 6,193,883 | $232M | 5.7% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 5,843,795 | $219M | 5.4% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 5,138,553 | $193M | 4.8% | 2026-Q2 |
| Cetera Investment Advisers added | 4,206,692 | $158M | 3.9% | 2026-Q2 |
| MORGAN STANLEY trimmed | 3,945,234 | $148M | 3.7% | 2026-Q2 |
| Confluence Wealth Services, Inc. added | 3,252,599 | $122M | 3.0% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 2,780,635 | $104M | 2.6% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 2,569,037 | $96M | 2.4% | 2026-Q2 |
| Valmark Advisers, Inc. added | 2,149,433 | $81M | 2.0% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 2,008,472 | $75M | 1.9% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 1,904,509 | $71M | 1.8% | 2026-Q2 |
| SEI INVESTMENTS CO added | 1,519,511 | $57M | 1.4% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 1,451,076 | $54M | 1.3% | 2026-Q2 |
| UBS Group AG added | 1,247,482 | $47M | 1.2% | 2026-Q2 |
| BENJAMIN EDWARDS INC added | 1,193,341 | $45M | 1.1% | 2026-Q2 |
| STIFEL FINANCIAL CORP added | 949,585 | $36M | 0.9% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 807,269 | $30M | 0.7% | 2026-Q2 |
| &PARTNERS added | 785,299 | $30M | 0.7% | 2026-Q2 |
| J. Derek Lewis & Associates Inc. added | 760,192 | $29M | 0.7% | 2026-Q2 |
| ROTHSCHILD INVESTMENT LLC added | 682,462 | $26M | 0.6% | 2026-Q2 |
| ASSETMARK, INC added | 677,053 | $25M | 0.6% | 2026-Q2 |
| Private Advisor Group, LLC trimmed | 668,071 | $25M | 0.6% | 2026-Q2 |
| Compton Financial Group, LLC added | 642,179 | $24M | 0.6% | 2026-Q2 |
| Integrated Wealth Concepts LLC added | 597,026 | $22M | 0.6% | 2026-Q2 |
| Vestmark Advisory Solutions, Inc. added | 571,601 | $21M | 0.5% | 2026-Q2 |
| Onyx Bridge Wealth Group LLC added | 437,428 | $16M | 0.4% | 2026-Q2 |
| Kestra Advisory Services, LLC added | 427,680 | $16M | 0.4% | 2026-Q2 |
| TRUIST FINANCIAL CORP added | 402,980 | $15M | 0.4% | 2026-Q2 |
| NewEdge Advisors, LLC added | 400,573 | $15M | 0.4% | 2026-Q2 |
| Smartleaf Asset Management LLC | 397,851 | $15M | 0.4% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 364,737 | $14M | 0.3% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. trimmed | 357,254 | $13M | 0.3% | 2026-Q2 |
| RM Financial Services, LLC added | 319,974 | $12M | 0.3% | 2026-Q2 |
| Boyer Financial Services, Inc. added | 316,839 | $12M | 0.3% | 2026-Q2 |
| SWEENEY & MICHEL, LLC trimmed | 282,222 | $11M | 0.3% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 273,856 | $10M | 0.3% | 2026-Q2 |
| Orion Porfolio Solutions, LLC trimmed | 269,282 | $10M | 0.2% | 2026-Q2 |
| Cullen/Frost Bankers, Inc. added | 262,721 | $10M | 0.2% | 2026-Q2 |
| CAPTRUST FINANCIAL ADVISORS added | 248,434 | $9M | 0.2% | 2026-Q2 |
| Concurrent Investment Advisors, LLC added | 229,567 | $9M | 0.2% | 2026-Q2 |
| Apollon Wealth Management, LLC added | 227,691 | $9M | 0.2% | 2026-Q2 |
| Swisher Financial Concepts, Inc. trimmed | 220,758 | $8M | 0.2% | 2026-Q2 |
| Envestnet Portfolio Solutions, Inc. added | 218,709 | $8M | 0.2% | 2026-Q2 |
| Arax Advisory Partners added | 218,224 | $8M | 0.2% | 2026-Q2 |
| Entruity Wealth, LLC trimmed | 211,729 | $8M | 0.2% | 2026-Q2 |
| Advance Capital Management, Inc. trimmed | 202,650 | $8M | 0.2% | 2026-Q2 |
| Merit Financial Group, LLC trimmed | 193,720 | $7M | 0.2% | 2026-Q2 |
| Founders Financial Alliance, LLC added | 190,204 | $7M | 0.2% | 2026-Q2 |
| Stratos Wealth Partners, LTD. added | 187,592 | $7M | 0.2% | 2026-Q2 |
| Baird Financial Group, Inc. added | 186,756 | $7M | 0.2% | 2026-Q2 |
| Gateway Wealth Partners, LLC trimmed | 182,567 | $7M | 0.2% | 2026-Q2 |
| NavPoint Financial, Inc. added | 182,533 | $7M | 0.2% | 2026-Q2 |
| Hopwood Nicholas Hunter added | 175,686 | $7M | 0.2% | 2026-Q2 |
| Equitable Holdings, Inc. added | 155,024 | $6M | 0.1% | 2026-Q2 |
| SILVER OAK SECURITIES, INCORPORATED added | 151,250 | $6M | 0.1% | 2026-Q2 |
| Kingsview Wealth Management, LLC trimmed | 148,943 | $6M | 0.1% | 2026-Q2 |
| PRINCIPAL SECURITIES, INC. added | 146,704 | $6M | 0.1% | 2026-Q2 |
| Ameritas Advisory Services, LLC added | 144,797 | $5M | 0.1% | 2026-Q2 |
| FOUNDERS FINANCIAL SECURITIES LLC trimmed | 144,349 | $5M | 0.1% | 2026-Q2 |
| BlueChip Wealth Advisors LLC added | 143,983 | $5M | 0.1% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC trimmed | 143,225 | $5M | 0.1% | 2026-Q2 |
| JANE STREET GROUP, LLC trimmed | 142,014 | $5M | 0.1% | 2026-Q2 |
| D.A. DAVIDSON & CO. added | 140,548 | $5M | 0.1% | 2026-Q2 |
| WealthCare Investment Partners, LLC added | 139,637 | $5M | 0.1% | 2026-Q2 |
| US BANCORP \DE\ added | 130,093 | $5M | 0.1% | 2026-Q2 |
| Bleakley Financial Group, LLC added | 125,237 | $5M | 0.1% | 2026-Q2 |
| LongView Wealth Management added | 120,849 | $5M | 0.1% | 2026-Q2 |
| Main Street Financial Solutions, LLC trimmed | 119,705 | $4M | 0.1% | 2026-Q2 |
| Shira Ridge Wealth Management added | 119,166 | $4M | 0.1% | 2026-Q2 |
| BNB Wealth Management, LLC trimmed | 118,932 | $4M | 0.1% | 2026-Q2 |
| Jacobi Capital Management LLC added | 112,322 | $4M | 0.1% | 2026-Q2 |
| Venture Visionary Partners LLC added | 111,926 | $4M | 0.1% | 2026-Q2 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 110,951 | $4M | 0.1% | 2026-Q2 |
| DAVENPORT & Co LLC added | 110,868 | $4M | 0.1% | 2026-Q2 |
| STEPHENS INC /AR/ trimmed | 105,246 | $4M | 0.1% | 2026-Q2 |
| World Investment Advisors trimmed | 94,700 | $3M | 0.1% | 2026-Q2 |
| Mayflower Financial Advisors, LLC added | 94,017 | $4M | 0.1% | 2026-Q2 |
| Elequin Capital, LP new | 93,703 | $4M | 0.1% | 2026-Q2 |
| GREAT VALLEY ADVISOR GROUP, INC. added | 93,455 | $4M | 0.1% | 2026-Q2 |
| FIFTH THIRD BANCORP added | 90,279 | $3M | 0.1% | 2026-Q2 |
| HighPoint Advisor Group LLC added | 89,482 | $3M | 0.1% | 2026-Q2 |
| Cerity Partners LLC added | 89,468 | $3M | 0.1% | 2026-Q2 |
| National Wealth Management Group, LLC trimmed | 86,138 | $3M | 0.1% | 2026-Q2 |
| ENDEAVOR PRIVATE WEALTH, INC. added | 84,585 | $3M | 0.1% | 2026-Q2 |
| Mutual Advisors, LLC added | 81,665 | $3M | 0.1% | 2026-Q2 |
| SEAMOUNT FINANCIAL GROUP INC added | 77,344 | $3M | 0.1% | 2026-Q2 |
| Sovran Advisors, LLC added | 77,152 | $3M | 0.1% | 2026-Q2 |
| Patriot Financial Group Insurance Agency, LLC trimmed | 68,073 | $3M | 0.1% | 2026-Q2 |
| Tempus Wealth Planning, LLC added | 67,781 | $3M | 0.1% | 2026-Q2 |
| SAGESPRING WEALTH PARTNERS, LLC added | 65,063 | $2M | 0.1% | 2026-Q2 |
| Trueblood Wealth Management, LLC added | 64,157 | $2M | 0.1% | 2026-Q2 |
| Latitude Advisors, LLC added | 63,663 | $2M | 0.1% | 2026-Q2 |
| MFA Wealth Services trimmed | 63,408 | $2M | 0.1% | 2026-Q2 |
| Global Retirement Partners, LLC added | 62,823 | $2M | 0.1% | 2026-Q2 |
| FLPUTNAM INVESTMENT MANAGEMENT CO added | 61,514 | $2M | 0.1% | 2026-Q2 |
| Allworth Financial LP added | 59,620 | $2M | 0.1% | 2026-Q2 |
| CITADEL ADVISORS LLC trimmed | 57,395 | $2M | 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.