Who owns CGGG
Which tracked institutional funds hold CGGG, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See CGGG company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-14). 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 CGGG is one-sided between 2026-Q1 and 2026-Q2: 11 added or opened and 3 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
CGGG’s largest tracked holder by dollar value, Capital International Investors, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% 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 CGGG 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 31 tracked filers holding CGGG, 21 increased or opened the position and 8 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 CGGG 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 2
- GOLDMAN SACHS GROUP INC$5M
- BENJAMIN EDWARDS INC$808K
Full exits 1
- Cambridge Investment Research Advisors, Inc.$649K
Largest adds
- Capital Group Private Client Services, Inc.$5M
- OSAIC HOLDINGS, INC.$2M
- Midwest Heritage Bank, FSB$1M
- ENVESTNET ASSET MANAGEMENT INC$559K
- J. Derek Lewis & Associates Inc.$532K
- COMMONWEALTH EQUITY SERVICES, LLC$476K
Largest trims
- Capital International Investors$5M
- EverSource Wealth Advisors, LLC$908K
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 trimmed | 720,000 | $21M | 32.0% | 2026-Q2 |
| Capital Group Private Client Services, Inc. added | 436,537 | $13M | 19.4% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 177,430 | $5M | 7.9% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 118,926 | $3M | 5.3% | 2026-Q2 |
| Midwest Heritage Bank, FSB added | 110,596 | $3M | 4.9% | 2026-Q2 |
| TRUIST FINANCIAL CORP added | 92,567 | $3M | 4.1% | 2026-Q2 |
| Worthington Financial Partners, LLC added | 80,327 | $2M | 3.6% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 80,281 | $2M | 3.6% | 2026-Q2 |
| LaSalle St. Investment Advisors, LLC added | 68,296 | $2M | 3.0% | 2026-Q2 |
| RM Financial Services, LLC trimmed | 44,534 | $1M | 2.0% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 44,523 | $1M | 2.0% | 2026-Q2 |
| J. Derek Lewis & Associates Inc. added | 42,794 | $1M | 1.9% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 29,192 | $836K | 1.3% | 2026-Q2 |
| BENJAMIN EDWARDS INC new | 28,204 | $808K | 1.3% | 2026-Q2 |
| Prime Capital Investment Advisors, LLC | 17,000 | $487K | 0.8% | 2026-Q2 |
| ROTHSCHILD INVESTMENT LLC | 16,200 | $464K | 0.7% | 2026-Q2 |
| Junk Investment Group, LLC | 15,909 | $456K | 0.7% | 2026-Q2 |
| CITADEL ADVISORS LLC trimmed | 13,150 | $377K | 0.6% | 2026-Q2 |
| JANE STREET GROUP, LLC trimmed | 12,339 | $354K | 0.5% | 2026-Q2 |
| Valmark Advisers, Inc. new | 10,851 | $311K | 0.5% | 2026-Q2 |
| Kestra Advisory Services, LLC added | 9,195 | $263K | 0.4% | 2026-Q2 |
| Latitude Advisors, LLC new | 7,637 | $219K | 0.3% | 2026-Q2 |
| World Investment Advisors | 8,189 | $208K | 0.3% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. added | 4,646 | $133K | 0.2% | 2026-Q2 |
| EverSource Wealth Advisors, LLC trimmed | 1,882 | $54K | 0.1% | 2026-Q2 |
| CHILTON CAPITAL MANAGEMENT LLC trimmed | 1,000 | $29K | 0.0% | 2026-Q2 |
| Lavaca Capital LLC | 1,000 | $29K | 0.0% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN new | 1,000 | $29K | 0.0% | 2026-Q2 |
| SITTNER & NELSON, LLC new | 900 | $26K | 0.0% | 2026-Q2 |
| AMERIFLEX GROUP, INC. | 300 | $9K | 0.0% | 2026-Q2 |
| CREATIVE FINANCIAL DESIGNS INC /ADV added | 135 | $4K | 0.0% | 2026-Q2 |
| Cambridge Investment Research Advisors, Inc. added | 25,600 | $649K | 1.0% | 2026-Q1 stale (1 quarter behind) |
| Platt Wealth Management LLC added | 17,259 | $437K | 0.7% | 2026-Q1 stale (1 quarter behind) |
| Advisory Services Network, LLC trimmed | 1,342 | $34K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| Sunbelt Securities, Inc. | 930 | $24K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| HighTower Advisors, LLC trimmed | 10,720 | $306K | 0.5% | 2025-Q4 stale (2 quarters behind) |
| ROYAL BANK OF CANADA added | 3,759 | $107K | 0.2% | 2025-Q3 stale (3 quarters behind) |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. new | 0 | — | 0.0% | 2025-Q2 stale (4 quarters behind) |
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.