Who owns CGGE
Which tracked institutional funds hold CGGE, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See CGGE 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
The tracked-fund tape on CGGE is one-sided between 2026-Q1 and 2026-Q2: 91 added or opened and 15 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
CGGE’s largest tracked holder by dollar value, ENVESTNET ASSET MANAGEMENT INC, 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 CGGE 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 175 tracked filers holding CGGE, 128 increased or opened the position and 53 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 CGGE 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
- NewEdge Advisors, LLC$34M
- Panoramic Capital Partners, LLC$18M
- CITADEL ADVISORS LLC$6M
- Elequin Capital, LP$5M
- OLD MISSION CAPITAL LLC$5M
- BANK OF AMERICA CORP /DE/$4M
Full exits 8
- Janney Montgomery Scott LLC$35M
- Cambridge Investment Research Advisors, Inc.$33M
- PARK AVENUE SECURITIES LLC$4M
- THOROUGHBRED FINANCIAL SERVICES, LLC$3M
- Capital Analysts, LLC$1M
- NATIXIS ADVISORS, LLC$756K
Largest adds
- ENVESTNET ASSET MANAGEMENT INC$97M
- Capital Group Private Client Services, Inc.$84M
- LPL Financial LLC$63M
- WELLS FARGO & COMPANY/MN$56M
- Capital International Investors$49M
- Larson Financial Group LLC$22M
Largest trims
- Clearstead Advisors, LLC$36M
- Mariner, LLC$3M
- Gateway Wealth Partners, LLC$3M
- JANE STREET GROUP, LLC$2M
- Merited Wealth, LLC$2M
- Orion Porfolio Solutions, LLC$591K
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 |
|---|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC added | 14,953,044 | $527M | 19.9% | 2026-Q2 |
| Capital Group Private Client Services, Inc. added | 8,369,362 | $295M | 11.1% | 2026-Q2 |
| Capital International Investors added | 8,303,169 | $293M | 11.1% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 5,675,954 | $200M | 7.6% | 2026-Q2 |
| LPL Financial LLC added | 5,216,503 | $184M | 6.9% | 2026-Q2 |
| Cetera Investment Advisers added | 3,382,673 | $119M | 4.5% | 2026-Q2 |
| Larson Financial Group LLC added | 1,983,117 | $70M | 2.6% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 1,866,016 | $66M | 2.5% | 2026-Q2 |
| ASSETMARK, INC added | 1,536,270 | $54M | 2.0% | 2026-Q2 |
| BENJAMIN EDWARDS INC added | 1,490,362 | $53M | 2.0% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 1,412,821 | $50M | 1.9% | 2026-Q2 |
| Clearstead Advisors, LLC trimmed | 1,349,068 | $48M | 1.8% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 1,297,153 | $46M | 1.7% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 1,107,314 | $39M | 1.5% | 2026-Q2 |
| NewEdge Advisors, LLC added | 957,504 | $34M | 1.3% | 2026-Q2 |
| Vestmark Advisory Solutions, Inc. added | 916,929 | $32M | 1.2% | 2026-Q2 |
| &PARTNERS added | 792,699 | $28M | 1.1% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 783,191 | $28M | 1.0% | 2026-Q2 |
| Compton Financial Group, LLC added | 636,441 | $22M | 0.8% | 2026-Q2 |
| James Reed Financial Services, Inc. added | 591,511 | $21M | 0.8% | 2026-Q2 |
| Panoramic Capital Partners, LLC new | 502,212 | $18M | 0.7% | 2026-Q2 |
| TRUIST FINANCIAL CORP added | 474,899 | $17M | 0.6% | 2026-Q2 |
| STIFEL FINANCIAL CORP added | 458,925 | $16M | 0.6% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 438,265 | $15M | 0.6% | 2026-Q2 |
| Orion Porfolio Solutions, LLC trimmed | 436,166 | $15M | 0.6% | 2026-Q2 |
| TD Waterhouse Canada Inc. added | 417,606 | $15M | 0.6% | 2026-Q2 |
| Smartleaf Asset Management LLC | 394,290 | $14M | 0.5% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 369,296 | $13M | 0.5% | 2026-Q2 |
| JANE STREET GROUP, LLC trimmed | 349,852 | $12M | 0.5% | 2026-Q2 |
| Envestnet Portfolio Solutions, Inc. added | 341,123 | $12M | 0.5% | 2026-Q2 |
| Strategic Blueprint, LLC added | 330,571 | $12M | 0.4% | 2026-Q2 |
| Valmark Advisers, Inc. added | 323,952 | $11M | 0.4% | 2026-Q2 |
| Cullen/Frost Bankers, Inc. trimmed | 323,679 | $11M | 0.4% | 2026-Q2 |
| STEPHENS INC /AR/ added | 312,106 | $11M | 0.4% | 2026-Q2 |
| PRINCIPAL SECURITIES, INC. added | 287,045 | $10M | 0.4% | 2026-Q2 |
| KINTRA WEALTH, LLC added | 285,637 | $10M | 0.4% | 2026-Q2 |
| Integrated Wealth Concepts LLC added | 271,534 | $10M | 0.4% | 2026-Q2 |
| Venture Visionary Partners LLC added | 269,605 | $10M | 0.4% | 2026-Q2 |
| Intrua Financial, LLC added | 264,007 | $9M | 0.4% | 2026-Q2 |
| Private Advisor Group, LLC added | 238,292 | $8M | 0.3% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. added | 232,702 | $8M | 0.3% | 2026-Q2 |
| Gateway Wealth Partners, LLC trimmed | 232,465 | $8M | 0.3% | 2026-Q2 |
| Stratos Wealth Partners, LTD. added | 198,272 | $7M | 0.3% | 2026-Q2 |
| Concurrent Investment Advisors, LLC trimmed | 189,081 | $7M | 0.3% | 2026-Q2 |
| CARY STREET PARTNERS FINANCIAL LLC trimmed | 176,904 | $6M | 0.2% | 2026-Q2 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 173,741 | $6M | 0.2% | 2026-Q2 |
| GTS SECURITIES LLC added | 169,793 | $6M | 0.2% | 2026-Q2 |
| BNB Wealth Management, LLC added | 165,342 | $6M | 0.2% | 2026-Q2 |
| CITADEL ADVISORS LLC added | 163,775 | $6M | 0.2% | 2026-Q2 |
| Elequin Capital, LP new | 155,662 | $5M | 0.2% | 2026-Q2 |
| OLD MISSION CAPITAL LLC added | 151,601 | $5M | 0.2% | 2026-Q2 |
| Kestra Advisory Services, LLC added | 146,842 | $5M | 0.2% | 2026-Q2 |
| GREAT VALLEY ADVISOR GROUP, INC. trimmed | 145,392 | $5M | 0.2% | 2026-Q2 |
| Merit Financial Group, LLC trimmed | 142,650 | $5M | 0.2% | 2026-Q2 |
| Hopwood Nicholas Hunter added | 132,891 | $5M | 0.2% | 2026-Q2 |
| Aprio Wealth Management, LLC trimmed | 128,645 | $5M | 0.2% | 2026-Q2 |
| AMG Asset Management Group, Inc. added | 128,128 | $5M | 0.2% | 2026-Q2 |
| LongView Wealth Management trimmed | 123,843 | $4M | 0.2% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 115,656 | $4M | 0.2% | 2026-Q2 |
| Sovran Advisors, LLC added | 108,655 | $4M | 0.1% | 2026-Q2 |
| Blueprint Financial Advisors LLC added | 99,858 | $4M | 0.1% | 2026-Q2 |
| Blueprint Investment Partners LLC added | 99,858 | $4M | 0.1% | 2026-Q2 |
| Boyer Financial Services, Inc. added | 81,652 | $3M | 0.1% | 2026-Q2 |
| ARQ WEALTH ADVISORS, LLC added | 80,929 | $3M | 0.1% | 2026-Q2 |
| Bank of New York Mellon Corp added | 78,931 | $3M | 0.1% | 2026-Q2 |
| A&I FINANCIAL SERVICES, LLC added | 76,848 | $3M | 0.1% | 2026-Q2 |
| PFG Advisors added | 73,464 | $3M | 0.1% | 2026-Q2 |
| Capital Investment Management, Inc. added | 72,711 | $3M | 0.1% | 2026-Q2 |
| Mutual Advisors, LLC added | 72,085 | $3M | 0.1% | 2026-Q2 |
| Vise Technologies, Inc. new | 68,381 | $2M | 0.1% | 2026-Q2 |
| BANK OF MONTREAL /CAN/ added | 65,517 | $2M | 0.1% | 2026-Q2 |
| HighPoint Advisor Group LLC added | 64,811 | $2M | 0.1% | 2026-Q2 |
| Transamerica Financial Advisors, LLC added | 63,759 | $2M | 0.1% | 2026-Q2 |
| Geneos Wealth Management Inc. added | 63,280 | $2M | 0.1% | 2026-Q2 |
| R2 Capital Strategies, LLC new | 59,632 | $2M | 0.1% | 2026-Q2 |
| SFG Wealth Management, LLC. trimmed | 56,795 | $2M | 0.1% | 2026-Q2 |
| Ashton Thomas Private Wealth, LLC added | 56,645 | $2M | 0.1% | 2026-Q2 |
| Koshinski Asset Management, Inc. added | 56,035 | $2M | 0.1% | 2026-Q2 |
| Apollon Wealth Management, LLC added | 55,803 | $2M | 0.1% | 2026-Q2 |
| SAGESPRING WEALTH PARTNERS, LLC added | 55,475 | $2M | 0.1% | 2026-Q2 |
| Farther Finance Advisors, LLC added | 55,472 | $2M | 0.1% | 2026-Q2 |
| World Investment Advisors added | 52,820 | $2M | 0.1% | 2026-Q2 |
| DAVENPORT & Co LLC added | 52,028 | $2M | 0.1% | 2026-Q2 |
| RFG Advisory, LLC added | 51,850 | $2M | 0.1% | 2026-Q2 |
| Atria Investments, Inc added | 50,895 | $2M | 0.1% | 2026-Q2 |
| CAPTRUST FINANCIAL ADVISORS added | 49,880 | $2M | 0.1% | 2026-Q2 |
| IAG Wealth Partners, LLC added | 48,401 | $2M | 0.1% | 2026-Q2 |
| Security Financial Services, INC. trimmed | 47,978 | $2M | 0.1% | 2026-Q2 |
| Merited Wealth, LLC trimmed | 46,219 | $2M | 0.1% | 2026-Q2 |
| Lantern Wealth Advisors, LLC trimmed | 46,010 | $2M | 0.1% | 2026-Q2 |
| Tempus Wealth Planning, LLC trimmed | 45,268 | $2M | 0.1% | 2026-Q2 |
| Advyzon Investment Management, LLC added | 41,183 | $1M | 0.1% | 2026-Q2 |
| Vantus Wealth LLC added | 39,160 | $1M | 0.1% | 2026-Q2 |
| LANDAAS & CO /WI /ADV added | 38,664 | $1M | 0.1% | 2026-Q2 |
| GWN SECURITIES INC. added | 35,396 | $1M | 0.0% | 2026-Q2 |
| KINGSWOOD WEALTH ADVISORS, LLC trimmed | 33,996 | $1M | 0.0% | 2026-Q2 |
| INDEPENDENT FINANCIAL GROUP, LLC trimmed | 33,188 | $1M | 0.0% | 2026-Q2 |
| Principle Wealth Partners LLC | 30,360 | $1M | 0.0% | 2026-Q2 |
| J. Derek Lewis & Associates Inc. added | 30,133 | $1M | 0.0% | 2026-Q2 |
| CLG LLC added | 29,679 | $1M | 0.0% | 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.