Who owns CGGE (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-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 CGGE is one-sided between 2025-Q4 and 2026-Q1: 67 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 2025-Q4 and 2026-Q1, across 169 tracked filers holding CGGE, 129 increased or opened the position and 36 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 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 11
- Clearstead Advisors, LLC$84M
- UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$5M
- GREAT VALLEY ADVISOR GROUP, INC.$5M
- AMG Asset Management Group, Inc.$4M
- BANK OF MONTREAL /CAN/$2M
- Ashton Thomas Private Wealth, LLC$2M
Full exits 7
- Clarius Group, LLC$35M
- NewEdge Advisors, LLC$24M
- ORG Partners LLC$2M
- FLOW TRADERS U.S. LLC$2M
- Vantus Wealth LLC$1M
- CITADEL ADVISORS LLC$1M
Largest adds
- Capital International Investors$124M
- WELLS FARGO & COMPANY/MN$71M
- ENVESTNET ASSET MANAGEMENT INC$47M
- Capital Group Private Client Services, Inc.$40M
- LPL Financial LLC$34M
- BENJAMIN EDWARDS INC$20M
Largest trims
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$31M
- Concurrent Investment Advisors, LLC$8M
- GTS SECURITIES LLC$3M
- MML INVESTORS SERVICES, LLC$1M
- James Reed Financial Services, Inc.$1M
- HRT FINANCIAL LP$691K
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 |
|---|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC added | 14,096,165 | $430M | 19.9% | 2026-Q1 |
| Capital International Investors added | 8,002,856 | $244M | 11.3% | 2026-Q1 |
| Capital Group Private Client Services, Inc. added | 6,918,527 | $211M | 9.8% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 4,734,166 | $144M | 6.7% | 2026-Q1 |
| LPL Financial LLC added | 3,945,807 | $120M | 5.6% | 2026-Q1 |
| Cetera Investment Advisers added | 3,285,183 | $100M | 4.6% | 2026-Q1 |
| Clearstead Advisors, LLC new | 2,749,114 | $84M | 3.9% | 2026-Q1 |
| Larson Financial Group LLC added | 1,577,926 | $48M | 2.2% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC added | 1,576,137 | $48M | 2.2% | 2026-Q1 |
| ASSETMARK, INC added | 1,429,913 | $44M | 2.0% | 2026-Q1 |
| BENJAMIN EDWARDS INC added | 1,298,512 | $40M | 1.8% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 1,226,469 | $37M | 1.7% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 1,198,245 | $37M | 1.7% | 2026-Q1 |
| Janney Montgomery Scott LLC added | 1,156,513 | $35M | 1.6% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 1,081,536 | $33M | 1.5% | 2026-Q1 |
| OSAIC HOLDINGS, INC. added | 966,844 | $29M | 1.4% | 2026-Q1 |
| Vestmark Advisory Solutions, Inc. added | 885,670 | $27M | 1.3% | 2026-Q1 |
| &PARTNERS added | 754,025 | $23M | 1.1% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 589,046 | $18M | 0.8% | 2026-Q1 |
| James Reed Financial Services, Inc. trimmed | 586,128 | $18M | 0.8% | 2026-Q1 |
| Orion Porfolio Solutions, LLC added | 523,335 | $16M | 0.7% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 486,152 | $15M | 0.7% | 2026-Q1 |
| TRUIST FINANCIAL CORP added | 403,117 | $12M | 0.6% | 2026-Q1 |
| Smartleaf Asset Management LLC added | 394,290 | $12M | 0.5% | 2026-Q1 |
| Compton Financial Group, LLC added | 363,042 | $11M | 0.5% | 2026-Q1 |
| Gateway Wealth Partners, LLC added | 356,920 | $11M | 0.5% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP added | 347,872 | $10M | 0.5% | 2026-Q1 |
| Cullen/Frost Bankers, Inc. added | 329,108 | $10M | 0.5% | 2026-Q1 |
| TD Waterhouse Canada Inc. added | 324,860 | $10M | 0.5% | 2026-Q1 |
| Strategic Blueprint, LLC added | 323,839 | $10M | 0.5% | 2026-Q1 |
| Envestnet Portfolio Solutions, Inc. added | 311,225 | $9M | 0.4% | 2026-Q1 |
| STEPHENS INC /AR/ added | 304,297 | $9M | 0.4% | 2026-Q1 |
| STIFEL FINANCIAL CORP added | 267,687 | $8M | 0.4% | 2026-Q1 |
| PRINCIPAL SECURITIES, INC. added | 248,519 | $8M | 0.4% | 2026-Q1 |
| Intrua Financial, LLC added | 244,922 | $7M | 0.3% | 2026-Q1 |
| Concurrent Investment Advisors, LLC trimmed | 233,304 | $7M | 0.3% | 2026-Q1 |
| KINTRA WEALTH, LLC added | 218,540 | $7M | 0.3% | 2026-Q1 |
| HARBOUR INVESTMENTS, INC. added | 208,665 | $6M | 0.3% | 2026-Q1 |
| Venture Visionary Partners LLC added | 196,146 | $6M | 0.3% | 2026-Q1 |
| CARY STREET PARTNERS FINANCIAL LLC added | 193,663 | $6M | 0.3% | 2026-Q1 |
| Stratos Wealth Partners, LTD. added | 187,004 | $6M | 0.3% | 2026-Q1 |
| Private Advisor Group, LLC added | 179,592 | $5M | 0.3% | 2026-Q1 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC new | 173,741 | $5M | 0.2% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 166,277 | $5M | 0.2% | 2026-Q1 |
| Valmark Advisers, Inc. added | 155,239 | $5M | 0.2% | 2026-Q1 |
| GREAT VALLEY ADVISOR GROUP, INC. new | 151,449 | $5M | 0.2% | 2026-Q1 |
| Merit Financial Group, LLC trimmed | 148,863 | $5M | 0.2% | 2026-Q1 |
| PARK AVENUE SECURITIES LLC added | 138,967 | $4M | 0.2% | 2026-Q1 |
| LongView Wealth Management added | 125,471 | $4M | 0.2% | 2026-Q1 |
| Merited Wealth, LLC added | 133,710 | $4M | 0.2% | 2026-Q1 |
| Aprio Wealth Management, LLC added | 129,450 | $4M | 0.2% | 2026-Q1 |
| AMG Asset Management Group, Inc. new | 126,260 | $4M | 0.2% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 114,332 | $3M | 0.2% | 2026-Q1 |
| Integrated Wealth Concepts LLC added | 111,835 | $3M | 0.2% | 2026-Q1 |
| Sovran Advisors, LLC added | 102,388 | $3M | 0.2% | 2026-Q1 |
| Mariner, LLC added | 110,768 | $3M | 0.2% | 2026-Q1 |
| THOROUGHBRED FINANCIAL SERVICES, LLC added | 95,546 | $3M | 0.1% | 2026-Q1 |
| Blueprint Investment Partners LLC added | 90,826 | $3M | 0.1% | 2026-Q1 |
| Blueprint Financial Advisors LLC added | 90,826 | $3M | 0.1% | 2026-Q1 |
| Boyer Financial Services, Inc. added | 72,680 | $2M | 0.1% | 2026-Q1 |
| A&I FINANCIAL SERVICES, LLC added | 65,713 | $2M | 0.1% | 2026-Q1 |
| Capital Investment Management, Inc. added | 65,024 | $2M | 0.1% | 2026-Q1 |
| PFG Advisors added | 58,881 | $2M | 0.1% | 2026-Q1 |
| HighPoint Advisor Group LLC added | 57,694 | $2M | 0.1% | 2026-Q1 |
| BANK OF MONTREAL /CAN/ new | 57,457 | $2M | 0.1% | 2026-Q1 |
| SFG Wealth Management, LLC. trimmed | 57,240 | $2M | 0.1% | 2026-Q1 |
| BNB Wealth Management, LLC trimmed | 56,390 | $2M | 0.1% | 2026-Q1 |
| Security Financial Services, INC. added | 55,949 | $2M | 0.1% | 2026-Q1 |
| Koshinski Asset Management, Inc. added | 54,282 | $2M | 0.1% | 2026-Q1 |
| SAGESPRING WEALTH PARTNERS, LLC added | 52,215 | $2M | 0.1% | 2026-Q1 |
| Ashton Thomas Private Wealth, LLC new | 52,081 | $2M | 0.1% | 2026-Q1 |
| World Investment Advisors new | 52,066 | $2M | 0.1% | 2026-Q1 |
| Capital Analysts, LLC added | 48,227 | $1M | 0.1% | 2026-Q1 |
| RFG Advisory, LLC added | 47,553 | $1M | 0.1% | 2026-Q1 |
| Tempus Wealth Planning, LLC added | 47,268 | $1M | 0.1% | 2026-Q1 |
| Lantern Wealth Advisors, LLC added | 46,819 | $1M | 0.1% | 2026-Q1 |
| DAVENPORT & Co LLC added | 46,228 | $1M | 0.1% | 2026-Q1 |
| Atria Investments, Inc added | 46,176 | $1M | 0.1% | 2026-Q1 |
| Transamerica Financial Advisors, LLC added | 44,506 | $1M | 0.1% | 2026-Q1 |
| CAPTRUST FINANCIAL ADVISORS added | 43,009 | $1M | 0.1% | 2026-Q1 |
| Advyzon Investment Management, LLC added | 40,605 | $1M | 0.1% | 2026-Q1 |
| ARQ WEALTH ADVISORS, LLC added | 40,484 | $1M | 0.1% | 2026-Q1 |
| INDEPENDENT FINANCIAL GROUP, LLC trimmed | 37,140 | $1M | 0.1% | 2026-Q1 |
| Apollon Wealth Management, LLC added | 36,305 | $1M | 0.1% | 2026-Q1 |
| Geneos Wealth Management Inc. added | 35,964 | $1M | 0.1% | 2026-Q1 |
| IAG Wealth Partners, LLC added | 34,208 | $1M | 0.0% | 2026-Q1 |
| KINGSWOOD WEALTH ADVISORS, LLC added | 34,086 | $1M | 0.0% | 2026-Q1 |
| Simplicity Wealth,LLC added | 33,036 | $1M | 0.0% | 2026-Q1 |
| GWN SECURITIES INC. added | 31,095 | $948K | 0.0% | 2026-Q1 |
| LANDAAS & CO /WI /ADV new | 30,432 | $928K | 0.0% | 2026-Q1 |
| Principle Wealth Partners LLC trimmed | 30,360 | $926K | 0.0% | 2026-Q1 |
| CLG LLC added | 27,726 | $846K | 0.0% | 2026-Q1 |
| Clarius Group, LLC new | 1,103,189 | $35M | 1.6% | 2025-Q4 stale |
| NewEdge Advisors, LLC added | 745,919 | $24M | 1.1% | 2025-Q4 stale |
| OLD MISSION CAPITAL LLC added | 127,797 | $4M | 0.2% | 2025-Q2 stale |
| ORG Partners LLC added | 57,283 | $2M | 0.1% | 2025-Q4 stale |
| FLOW TRADERS U.S. LLC added | 56,158 | $2M | 0.1% | 2025-Q4 stale |
| Vantus Wealth LLC new | 37,139 | $1M | 0.1% | 2025-Q4 stale |
| CITADEL ADVISORS LLC trimmed | 35,427 | $1M | 0.1% | 2025-Q4 stale |
| Virtu Financial LLC added | 31,893 | $931K | 0.0% | 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.