Who owns CGGO (CGGO)
Which tracked institutional funds hold CGGO, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See CGGO 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
96 tracked funds added or opened CGGO while 56 trimmed or exited it between 2025-Q4 and 2026-Q1 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
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
CGGO’s largest tracked holder by dollar value, Capital Group Private Client Services, Inc., sizes it at 13.3% of its own reported 13F book, while the median holder sizes it at 0.2% of theirs — a 13.1pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in CGGO 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 411 tracked filers holding CGGO, 261 increased or opened the position and 119 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 CGGO 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 17
- JANE STREET GROUP, LLC$32M
- WNY Asset Management, LLC$24M
- Independent Advisor Alliance$13M
- SILVER OAK SECURITIES, INCORPORATED$11M
- OneAscent Financial Services LLC$8M
- CITADEL ADVISORS LLC$6M
Full exits 11
- NewEdge Advisors, LLC$53M
- Main Street Financial Solutions, LLC$10M
- Royal Harbor Partners, LLC$10M
- J.W. COLE ADVISORS, INC.$4M
- GOLDMAN SACHS GROUP INC$3M
- IFG Advisory, LLC$2M
Largest adds
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$354M
- Forge Financial Services LLC$165M
- Capital Group Private Client Services, Inc.$57M
- MORGAN STANLEY$54M
- ENVESTNET ASSET MANAGEMENT INC$48M
- LPL Financial LLC$45M
Largest trims
- WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$25M
- MML INVESTORS SERVICES, LLC$16M
- OSAIC HOLDINGS, INC.$14M
- Baird Financial Group, Inc.$10M
- Farther Finance Advisors, LLC$10M
- AXXCESS WEALTH MANAGEMENT, LLC$7M
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 Group Private Client Services, Inc. added | 23,643,002 | $789M | 12.4% | 2026-Q1 |
| LPL Financial LLC added | 16,997,437 | $567M | 8.9% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 13,649,623 | $455M | 7.1% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 12,066,556 | $403M | 6.3% | 2026-Q1 |
| MORGAN STANLEY added | 11,963,261 | $399M | 6.3% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 10,859,399 | $362M | 5.7% | 2026-Q1 |
| Cetera Investment Advisers added | 8,296,479 | $277M | 4.3% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 7,235,449 | $241M | 3.8% | 2026-Q1 |
| Forge Financial Services LLC added | 5,827,389 | $194M | 3.0% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 5,560,105 | $186M | 2.9% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP added | 5,426,564 | $177M | 2.8% | 2026-Q1 |
| UBS Group AG added | 4,353,614 | $145M | 2.3% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 4,065,492 | $136M | 2.1% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 4,009,228 | $134M | 2.1% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 3,800,231 | $127M | 2.0% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 3,360,867 | $112M | 1.8% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC trimmed | 2,816,834 | $94M | 1.5% | 2026-Q1 |
| SEI INVESTMENTS CO added | 1,963,172 | $66M | 1.0% | 2026-Q1 |
| &PARTNERS added | 1,944,494 | $65M | 1.0% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 1,565,128 | $52M | 0.8% | 2026-Q1 |
| Financial Council, LLC added | 1,558,410 | $52M | 0.8% | 2026-Q1 |
| Arlington Financial Advisors, LLC added | 1,477,118 | $49M | 0.8% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 1,392,172 | $47M | 0.7% | 2026-Q1 |
| Baird Financial Group, Inc. trimmed | 1,179,162 | $39M | 0.6% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 1,132,732 | $36M | 0.6% | 2026-Q1 |
| Janney Montgomery Scott LLC added | 1,085,698 | $36M | 0.6% | 2026-Q1 |
| STIFEL FINANCIAL CORP added | 1,076,766 | $36M | 0.6% | 2026-Q1 |
| LVW Advisors, LLC trimmed | 1,044,217 | $35M | 0.5% | 2026-Q1 |
| CAPTRUST FINANCIAL ADVISORS added | 987,300 | $33M | 0.5% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 960,000 | $32M | 0.5% | 2026-Q1 |
| BENJAMIN EDWARDS INC added | 949,627 | $32M | 0.5% | 2026-Q1 |
| ASSETMARK, INC added | 920,621 | $31M | 0.5% | 2026-Q1 |
| ST GERMAIN D J CO INC trimmed | 910,205 | $30M | 0.5% | 2026-Q1 |
| Focus Partners Wealth trimmed | 846,270 | $28M | 0.4% | 2026-Q1 |
| Valmark Advisers, Inc. added | 841,093 | $28M | 0.4% | 2026-Q1 |
| D.A. DAVIDSON & CO. trimmed | 775,587 | $26M | 0.4% | 2026-Q1 |
| Private Advisor Group, LLC trimmed | 745,203 | $25M | 0.4% | 2026-Q1 |
| Kestra Investment Management, LLC added | 716,897 | $24M | 0.4% | 2026-Q1 |
| BIP Wealth, LLC added | 715,977 | $24M | 0.4% | 2026-Q1 |
| WNY Asset Management, LLC added | 712,726 | $24M | 0.4% | 2026-Q1 |
| Wealth Science Advisors LLC | 636,392 | $22M | 0.3% | 2026-Q1 |
| Beacon Pointe Advisors, LLC added | 656,738 | $22M | 0.3% | 2026-Q1 |
| Reliant Wealth Planning trimmed | 643,596 | $21M | 0.3% | 2026-Q1 |
| J. Derek Lewis & Associates Inc. | 584,262 | $20M | 0.3% | 2026-Q1 |
| Bleakley Financial Group, LLC added | 534,077 | $18M | 0.3% | 2026-Q1 |
| Corient Private Wealth LLC trimmed | 528,013 | $18M | 0.3% | 2026-Q1 |
| HighTower Advisors, LLC added | 527,754 | $18M | 0.3% | 2026-Q1 |
| Prospera Financial Services Inc trimmed | 491,246 | $16M | 0.3% | 2026-Q1 |
| Ergawealth Advisors, Inc. added | 487,615 | $16M | 0.3% | 2026-Q1 |
| LifeGoal Investments, LLC added | 473,839 | $16M | 0.3% | 2026-Q1 |
| STEPHENS INC /AR/ added | 463,778 | $15M | 0.2% | 2026-Q1 |
| Stonebridge Financial Group, LLC added | 453,528 | $15M | 0.2% | 2026-Q1 |
| Apollon Wealth Management, LLC added | 452,270 | $15M | 0.2% | 2026-Q1 |
| HARBOUR INVESTMENTS, INC. added | 437,848 | $15M | 0.2% | 2026-Q1 |
| Integrated Wealth Concepts LLC added | 428,873 | $14M | 0.2% | 2026-Q1 |
| Frazier Financial Advisors, LLC added | 395,328 | $13M | 0.2% | 2026-Q1 |
| KWB Wealth trimmed | 376,888 | $13M | 0.2% | 2026-Q1 |
| Independent Advisor Alliance trimmed | 391,114 | $13M | 0.2% | 2026-Q1 |
| ROTHSCHILD INVESTMENT LLC added | 367,839 | $12M | 0.2% | 2026-Q1 |
| NATIXIS ADVISORS, LLC added | 348,974 | $12M | 0.2% | 2026-Q1 |
| Souders Financial Advisors trimmed | 347,059 | $12M | 0.2% | 2026-Q1 |
| Vestmark Advisory Solutions, Inc. added | 345,578 | $12M | 0.2% | 2026-Q1 |
| Ridgeline Wealth Planning, LLC added | 340,353 | $11M | 0.2% | 2026-Q1 |
| Clarity Wealth Advisors, LLC added | 340,231 | $11M | 0.2% | 2026-Q1 |
| SILVER OAK SECURITIES, INCORPORATED new | 337,869 | $11M | 0.2% | 2026-Q1 |
| BNB Wealth Management, LLC added | 337,093 | $11M | 0.2% | 2026-Q1 |
| PRINCIPAL SECURITIES, INC. added | 328,693 | $11M | 0.2% | 2026-Q1 |
| Equitable Holdings, Inc. added | 307,426 | $11M | 0.2% | 2026-Q1 |
| Steward Partners Investment Advisory, LLC added | 306,863 | $10M | 0.2% | 2026-Q1 |
| MAI Capital Management added | 306,263 | $10M | 0.2% | 2026-Q1 |
| HighPoint Advisor Group LLC trimmed | 294,778 | $10M | 0.2% | 2026-Q1 |
| AA Financial Advisors, LLC trimmed | 284,226 | $9M | 0.1% | 2026-Q1 |
| Michael Brady & Co., LLC added | 265,957 | $9M | 0.1% | 2026-Q1 |
| Capital Analysts, LLC added | 261,089 | $9M | 0.1% | 2026-Q1 |
| Ruggaard & Associates LLC added | 255,837 | $9M | 0.1% | 2026-Q1 |
| NavPoint Financial, Inc. added | 252,942 | $8M | 0.1% | 2026-Q1 |
| Gateway Wealth Partners, LLC added | 250,084 | $8M | 0.1% | 2026-Q1 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC added | 248,107 | $8M | 0.1% | 2026-Q1 |
| CARY STREET PARTNERS FINANCIAL LLC trimmed | 242,404 | $8M | 0.1% | 2026-Q1 |
| U.S. Capital Wealth Advisors, LLC added | 241,675 | $8M | 0.1% | 2026-Q1 |
| Gerber Kawasaki Wealth & Investment Management added | 238,837 | $8M | 0.1% | 2026-Q1 |
| Gutierrez Wealth Advisory, LLC added | 237,285 | $8M | 0.1% | 2026-Q1 |
| Carson Advisory Inc. added | 236,964 | $8M | 0.1% | 2026-Q1 |
| CWM, LLC added | 235,526 | $8M | 0.1% | 2026-Q1 |
| PEAPACK GLADSTONE FINANCIAL CORP added | 231,834 | $8M | 0.1% | 2026-Q1 |
| Smartleaf Asset Management LLC added | 240,674 | $8M | 0.1% | 2026-Q1 |
| OneAscent Financial Services LLC added | 228,455 | $8M | 0.1% | 2026-Q1 |
| Kera Capital Partners, Inc. added | 225,352 | $8M | 0.1% | 2026-Q1 |
| Mutual Advisors, LLC added | 214,058 | $7M | 0.1% | 2026-Q1 |
| Orion Porfolio Solutions, LLC trimmed | 212,969 | $7M | 0.1% | 2026-Q1 |
| FINANCIAL MANAGEMENT NETWORK INC added | 190,849 | $7M | 0.1% | 2026-Q1 |
| Summit Financial, LLC added | 200,721 | $7M | 0.1% | 2026-Q1 |
| Confluence Wealth Services, Inc. added | 198,810 | $7M | 0.1% | 2026-Q1 |
| CITADEL ADVISORS LLC trimmed | 194,298 | $6M | 0.1% | 2026-Q1 |
| Farther Finance Advisors, LLC trimmed | 189,049 | $6M | 0.1% | 2026-Q1 |
| NewEdge Advisors, LLC added | 1,516,092 | $53M | 0.8% | 2025-Q4 stale |
| Principle Wealth Partners LLC trimmed | 433,951 | $12M | 0.2% | 2025-Q1 stale |
| AVANTAX ADVISORY SERVICES, INC. added | 382,478 | $12M | 0.2% | 2025-Q2 stale |
| Main Street Financial Solutions, LLC added | 288,179 | $10M | 0.2% | 2025-Q4 stale |
| Royal Harbor Partners, LLC trimmed | 281,527 | $10M | 0.2% | 2025-Q4 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.