Who owns 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-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 CGGO is one-sided between 2026-Q1 and 2026-Q2: 234 added or opened and 33 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
CGGO’s largest tracked holder by dollar value, Capital Group Private Client Services, Inc., sizes it at 14.8% of its own reported 13F book, while the median holder sizes it at 0.3% of theirs — a 14.5pp 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 2026-Q1 and 2026-Q2, across 439 tracked filers holding CGGO, 273 increased or opened the position and 143 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 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 18
- NewEdge Advisors, LLC$73M
- MCF Advisors LLC$24M
- MARSHALL WACE, LLP$11M
- J.W. COLE ADVISORS, INC.$6M
- BROWN ADVISORY INC$4M
- GOLDMAN SACHS GROUP INC$4M
Full exits 22
- Cambridge Investment Research Advisors, Inc.$112M
- Janney Montgomery Scott LLC$36M
- HighTower Advisors, LLC$18M
- Independent Advisor Alliance$13M
- NATIXIS ADVISORS, LLC$12M
- Capital Analysts, LLC$9M
Largest adds
- Capital Group Private Client Services, Inc.$260M
- LPL Financial LLC$200M
- RAYMOND JAMES FINANCIAL INC$178M
- MORGAN STANLEY$154M
- ENVESTNET ASSET MANAGEMENT INC$145M
- WELLS FARGO & COMPANY/MN$130M
Largest trims
- WNY Asset Management, LLC$18M
- JANE STREET GROUP, LLC$17M
- Prospera Financial Services Inc$10M
- SIGNATURE ESTATE & INVESTMENT ADVISORS LLC$5M
- Summit Financial, LLC$4M
- Kestra Investment Management, LLC$3M
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 Group Private Client Services, Inc. added | 24,774,736 | $1.0B | 12.5% | 2026-Q2 |
| LPL Financial LLC added | 18,115,822 | $767M | 9.1% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 14,975,499 | $634M | 7.6% | 2026-Q2 |
| MORGAN STANLEY added | 13,059,538 | $553M | 6.6% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 12,938,991 | $548M | 6.5% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO trimmed | 10,795,701 | $457M | 5.4% | 2026-Q2 |
| Cetera Investment Advisers added | 8,838,361 | $374M | 4.5% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 8,781,261 | $372M | 4.4% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 6,460,417 | $266M | 3.2% | 2026-Q2 |
| Forge Financial Services LLC trimmed | 5,752,864 | $244M | 2.9% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 5,512,320 | $233M | 2.8% | 2026-Q2 |
| UBS Group AG added | 4,801,489 | $203M | 2.4% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 4,782,747 | $202M | 2.4% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 3,997,091 | $169M | 2.0% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 3,892,017 | $165M | 2.0% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 3,510,585 | $149M | 1.8% | 2026-Q2 |
| SEI INVESTMENTS CO added | 2,181,653 | $92M | 1.1% | 2026-Q2 |
| Kestra Advisory Services, LLC added | 1,995,334 | $84M | 1.0% | 2026-Q2 |
| &PARTNERS trimmed | 1,805,738 | $76M | 0.9% | 2026-Q2 |
| NewEdge Advisors, LLC added | 1,713,417 | $73M | 0.9% | 2026-Q2 |
| Financial Council, LLC added | 1,580,300 | $67M | 0.8% | 2026-Q2 |
| Arlington Financial Advisors, LLC trimmed | 1,459,504 | $62M | 0.7% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 1,445,862 | $59M | 0.7% | 2026-Q2 |
| Baird Financial Group, Inc. added | 1,438,602 | $61M | 0.7% | 2026-Q2 |
| STIFEL FINANCIAL CORP added | 1,246,791 | $53M | 0.6% | 2026-Q2 |
| Focus Partners Wealth added | 1,227,797 | $52M | 0.6% | 2026-Q2 |
| BENJAMIN EDWARDS INC added | 1,175,063 | $50M | 0.6% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 1,123,024 | $48M | 0.6% | 2026-Q2 |
| ASSETMARK, INC added | 1,122,260 | $48M | 0.6% | 2026-Q2 |
| LVW Advisors, LLC trimmed | 955,271 | $40M | 0.5% | 2026-Q2 |
| CAPTRUST FINANCIAL ADVISORS trimmed | 951,959 | $40M | 0.5% | 2026-Q2 |
| Valmark Advisers, Inc. added | 951,110 | $40M | 0.5% | 2026-Q2 |
| ST GERMAIN D J CO INC trimmed | 899,846 | $38M | 0.5% | 2026-Q2 |
| JPMORGAN CHASE & CO trimmed | 824,739 | $35M | 0.4% | 2026-Q2 |
| Private Advisor Group, LLC added | 796,605 | $34M | 0.4% | 2026-Q2 |
| D.A. DAVIDSON & CO. trimmed | 768,466 | $33M | 0.4% | 2026-Q2 |
| J. Derek Lewis & Associates Inc. added | 725,248 | $31M | 0.4% | 2026-Q2 |
| BIP Wealth, LLC trimmed | 691,401 | $29M | 0.3% | 2026-Q2 |
| Wealth Science Advisors LLC added | 669,120 | $28M | 0.3% | 2026-Q2 |
| Reliant Wealth Planning added | 653,161 | $28M | 0.3% | 2026-Q2 |
| Beacon Pointe Advisors, LLC trimmed | 651,051 | $28M | 0.3% | 2026-Q2 |
| Bleakley Financial Group, LLC added | 606,746 | $26M | 0.3% | 2026-Q2 |
| MCF Advisors LLC new | 577,700 | $24M | 0.3% | 2026-Q2 |
| Integrated Wealth Concepts LLC added | 552,691 | $23M | 0.3% | 2026-Q2 |
| LifeGoal Investments, LLC added | 536,940 | $23M | 0.3% | 2026-Q2 |
| Corient Private Wealth LP trimmed | 501,678 | $21M | 0.3% | 2026-Q2 |
| Ergawealth Advisors, Inc. added | 495,244 | $21M | 0.2% | 2026-Q2 |
| KWB Wealth added | 488,425 | $21M | 0.2% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. added | 485,120 | $21M | 0.2% | 2026-Q2 |
| Kestra Investment Management, LLC trimmed | 483,526 | $20M | 0.2% | 2026-Q2 |
| STEPHENS INC /AR/ added | 479,981 | $20M | 0.2% | 2026-Q2 |
| Apollon Wealth Management, LLC added | 479,462 | $20M | 0.2% | 2026-Q2 |
| Stonebridge Financial Group, LLC added | 458,129 | $19M | 0.2% | 2026-Q2 |
| Frazier Financial Advisors, LLC added | 414,858 | $18M | 0.2% | 2026-Q2 |
| ROTHSCHILD INVESTMENT LLC added | 406,399 | $17M | 0.2% | 2026-Q2 |
| Vestmark Advisory Solutions, Inc. added | 373,649 | $16M | 0.2% | 2026-Q2 |
| Compton Financial Group, LLC added | 368,876 | $16M | 0.2% | 2026-Q2 |
| Souders Financial Advisors added | 367,342 | $16M | 0.2% | 2026-Q2 |
| Clarity Wealth Advisors, LLC added | 366,115 | $15M | 0.2% | 2026-Q2 |
| JANE STREET GROUP, LLC trimmed | 360,000 | $15M | 0.2% | 2026-Q2 |
| PRINCIPAL SECURITIES, INC. added | 348,629 | $15M | 0.2% | 2026-Q2 |
| SILVER OAK SECURITIES, INCORPORATED added | 338,681 | $14M | 0.2% | 2026-Q2 |
| BNB Wealth Management, LLC added | 337,545 | $14M | 0.2% | 2026-Q2 |
| MAI Capital Management added | 326,963 | $14M | 0.2% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC added | 315,769 | $13M | 0.2% | 2026-Q2 |
| Equitable Holdings, Inc. added | 315,195 | $13M | 0.2% | 2026-Q2 |
| HighPoint Advisor Group LLC added | 301,513 | $13M | 0.2% | 2026-Q2 |
| AA Financial Advisors, LLC trimmed | 284,003 | $12M | 0.1% | 2026-Q2 |
| Belpointe Asset Management LLC added | 277,104 | $12M | 0.1% | 2026-Q2 |
| Ruggaard & Associates LLC added | 266,143 | $11M | 0.1% | 2026-Q2 |
| Ridgeline Wealth Planning, LLC trimmed | 263,789 | $11M | 0.1% | 2026-Q2 |
| Main Street Financial Solutions, LLC trimmed | 263,577 | $11M | 0.1% | 2026-Q2 |
| MARSHALL WACE, LLP added | 260,704 | $11M | 0.1% | 2026-Q2 |
| CARY STREET PARTNERS FINANCIAL LLC added | 257,537 | $11M | 0.1% | 2026-Q2 |
| NavPoint Financial, Inc. added | 255,731 | $11M | 0.1% | 2026-Q2 |
| Arax Advisory Partners added | 248,056 | $11M | 0.1% | 2026-Q2 |
| Mutual Advisors, LLC added | 245,013 | $10M | 0.1% | 2026-Q2 |
| Carson Advisory Inc. added | 242,812 | $10M | 0.1% | 2026-Q2 |
| Smartleaf Asset Management LLC | 240,674 | $10M | 0.1% | 2026-Q2 |
| Gerber Kawasaki Wealth & Investment Management trimmed | 237,757 | $10M | 0.1% | 2026-Q2 |
| Michael Brady & Co., LLC trimmed | 235,612 | $10M | 0.1% | 2026-Q2 |
| NOVEM GROUP added | 233,427 | $10M | 0.1% | 2026-Q2 |
| Confluence Wealth Services, Inc. added | 233,162 | $10M | 0.1% | 2026-Q2 |
| Kera Capital Partners, Inc. added | 230,171 | $10M | 0.1% | 2026-Q2 |
| CITADEL ADVISORS LLC added | 228,727 | $10M | 0.1% | 2026-Q2 |
| Farther Finance Advisors, LLC added | 224,876 | $10M | 0.1% | 2026-Q2 |
| Gutierrez Wealth Advisory, LLC trimmed | 222,757 | $9M | 0.1% | 2026-Q2 |
| TRUIST FINANCIAL CORP added | 220,096 | $9M | 0.1% | 2026-Q2 |
| Ameritas Advisory Services, LLC added | 217,966 | $9M | 0.1% | 2026-Q2 |
| OneAscent Financial Services LLC trimmed | 217,803 | $9M | 0.1% | 2026-Q2 |
| Blom & Howell Financial Planning, Inc. added | 202,039 | $9M | 0.1% | 2026-Q2 |
| Orion Porfolio Solutions, LLC trimmed | 190,769 | $8M | 0.1% | 2026-Q2 |
| FINANCIAL MANAGEMENT NETWORK INC trimmed | 189,799 | $7M | 0.1% | 2026-Q2 |
| SMITH, MOORE & CO. added | 185,514 | $8M | 0.1% | 2026-Q2 |
| Johnson Bixby & Associates, LLC trimmed | 183,217 | $8M | 0.1% | 2026-Q2 |
| Boyer Financial Services, Inc. added | 183,101 | $7M | 0.1% | 2026-Q2 |
| Balentine LLC trimmed | 181,149 | $8M | 0.1% | 2026-Q2 |
| FOUNDERS FINANCIAL SECURITIES LLC added | 175,235 | $7M | 0.1% | 2026-Q2 |
| Koshinski Asset Management, Inc. added | 173,988 | $7M | 0.1% | 2026-Q2 |
| Cullen/Frost Bankers, Inc. added | 171,161 | $7M | 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.