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Institutional Ownership · SEC Form 13F

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.

411
Institutional holders
201,115,706
Shares held (tracked funds)

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).

FundSharesReported value% of valueQuarter
Capital Group Private Client Services, Inc. added23,643,002$789M12.4%2026-Q1
LPL Financial LLC added16,997,437$567M8.9%2026-Q1
RAYMOND JAMES FINANCIAL INC added13,649,623$455M7.1%2026-Q1
ENVESTNET ASSET MANAGEMENT INC added12,066,556$403M6.3%2026-Q1
MORGAN STANLEY added11,963,261$399M6.3%2026-Q1
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added10,859,399$362M5.7%2026-Q1
Cetera Investment Advisers added8,296,479$277M4.3%2026-Q1
WELLS FARGO & COMPANY/MN added7,235,449$241M3.8%2026-Q1
Forge Financial Services LLC added5,827,389$194M3.0%2026-Q1
COMMONWEALTH EQUITY SERVICES, LLC added5,560,105$186M2.9%2026-Q1
JONES FINANCIAL COMPANIES LLLP added5,426,564$177M2.8%2026-Q1
UBS Group AG added4,353,614$145M2.3%2026-Q1
ROYAL BANK OF CANADA added4,065,492$136M2.1%2026-Q1
BANK OF AMERICA CORP /DE/ added4,009,228$134M2.1%2026-Q1
OSAIC HOLDINGS, INC. trimmed3,800,231$127M2.0%2026-Q1
Cambridge Investment Research Advisors, Inc. added3,360,867$112M1.8%2026-Q1
MML INVESTORS SERVICES, LLC trimmed2,816,834$94M1.5%2026-Q1
SEI INVESTMENTS CO added1,963,172$66M1.0%2026-Q1
&PARTNERS added1,944,494$65M1.0%2026-Q1
Kestra Advisory Services, LLC added1,565,128$52M0.8%2026-Q1
Financial Council, LLC added1,558,410$52M0.8%2026-Q1
Arlington Financial Advisors, LLC added1,477,118$49M0.8%2026-Q1
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed1,392,172$47M0.7%2026-Q1
Baird Financial Group, Inc. trimmed1,179,162$39M0.6%2026-Q1
JPMORGAN CHASE & CO added1,132,732$36M0.6%2026-Q1
Janney Montgomery Scott LLC added1,085,698$36M0.6%2026-Q1
STIFEL FINANCIAL CORP added1,076,766$36M0.6%2026-Q1
LVW Advisors, LLC trimmed1,044,217$35M0.5%2026-Q1
CAPTRUST FINANCIAL ADVISORS added987,300$33M0.5%2026-Q1
JANE STREET GROUP, LLC added960,000$32M0.5%2026-Q1
BENJAMIN EDWARDS INC added949,627$32M0.5%2026-Q1
ASSETMARK, INC added920,621$31M0.5%2026-Q1
ST GERMAIN D J CO INC trimmed910,205$30M0.5%2026-Q1
Focus Partners Wealth trimmed846,270$28M0.4%2026-Q1
Valmark Advisers, Inc. added841,093$28M0.4%2026-Q1
D.A. DAVIDSON & CO. trimmed775,587$26M0.4%2026-Q1
Private Advisor Group, LLC trimmed745,203$25M0.4%2026-Q1
Kestra Investment Management, LLC added716,897$24M0.4%2026-Q1
BIP Wealth, LLC added715,977$24M0.4%2026-Q1
WNY Asset Management, LLC added712,726$24M0.4%2026-Q1
Wealth Science Advisors LLC636,392$22M0.3%2026-Q1
Beacon Pointe Advisors, LLC added656,738$22M0.3%2026-Q1
Reliant Wealth Planning trimmed643,596$21M0.3%2026-Q1
J. Derek Lewis & Associates Inc.584,262$20M0.3%2026-Q1
Bleakley Financial Group, LLC added534,077$18M0.3%2026-Q1
Corient Private Wealth LLC trimmed528,013$18M0.3%2026-Q1
HighTower Advisors, LLC added527,754$18M0.3%2026-Q1
Prospera Financial Services Inc trimmed491,246$16M0.3%2026-Q1
Ergawealth Advisors, Inc. added487,615$16M0.3%2026-Q1
LifeGoal Investments, LLC added473,839$16M0.3%2026-Q1
STEPHENS INC /AR/ added463,778$15M0.2%2026-Q1
Stonebridge Financial Group, LLC added453,528$15M0.2%2026-Q1
Apollon Wealth Management, LLC added452,270$15M0.2%2026-Q1
HARBOUR INVESTMENTS, INC. added437,848$15M0.2%2026-Q1
Integrated Wealth Concepts LLC added428,873$14M0.2%2026-Q1
Frazier Financial Advisors, LLC added395,328$13M0.2%2026-Q1
KWB Wealth trimmed376,888$13M0.2%2026-Q1
Independent Advisor Alliance trimmed391,114$13M0.2%2026-Q1
ROTHSCHILD INVESTMENT LLC added367,839$12M0.2%2026-Q1
NATIXIS ADVISORS, LLC added348,974$12M0.2%2026-Q1
Souders Financial Advisors trimmed347,059$12M0.2%2026-Q1
Vestmark Advisory Solutions, Inc. added345,578$12M0.2%2026-Q1
Ridgeline Wealth Planning, LLC added340,353$11M0.2%2026-Q1
Clarity Wealth Advisors, LLC added340,231$11M0.2%2026-Q1
SILVER OAK SECURITIES, INCORPORATED new337,869$11M0.2%2026-Q1
BNB Wealth Management, LLC added337,093$11M0.2%2026-Q1
PRINCIPAL SECURITIES, INC. added328,693$11M0.2%2026-Q1
Equitable Holdings, Inc. added307,426$11M0.2%2026-Q1
Steward Partners Investment Advisory, LLC added306,863$10M0.2%2026-Q1
MAI Capital Management added306,263$10M0.2%2026-Q1
HighPoint Advisor Group LLC trimmed294,778$10M0.2%2026-Q1
AA Financial Advisors, LLC trimmed284,226$9M0.1%2026-Q1
Michael Brady & Co., LLC added265,957$9M0.1%2026-Q1
Capital Analysts, LLC added261,089$9M0.1%2026-Q1
Ruggaard & Associates LLC added255,837$9M0.1%2026-Q1
NavPoint Financial, Inc. added252,942$8M0.1%2026-Q1
Gateway Wealth Partners, LLC added250,084$8M0.1%2026-Q1
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC added248,107$8M0.1%2026-Q1
CARY STREET PARTNERS FINANCIAL LLC trimmed242,404$8M0.1%2026-Q1
U.S. Capital Wealth Advisors, LLC added241,675$8M0.1%2026-Q1
Gerber Kawasaki Wealth & Investment Management added238,837$8M0.1%2026-Q1
Gutierrez Wealth Advisory, LLC added237,285$8M0.1%2026-Q1
Carson Advisory Inc. added236,964$8M0.1%2026-Q1
CWM, LLC added235,526$8M0.1%2026-Q1
PEAPACK GLADSTONE FINANCIAL CORP added231,834$8M0.1%2026-Q1
Smartleaf Asset Management LLC added240,674$8M0.1%2026-Q1
OneAscent Financial Services LLC added228,455$8M0.1%2026-Q1
Kera Capital Partners, Inc. added225,352$8M0.1%2026-Q1
Mutual Advisors, LLC added214,058$7M0.1%2026-Q1
Orion Porfolio Solutions, LLC trimmed212,969$7M0.1%2026-Q1
FINANCIAL MANAGEMENT NETWORK INC added190,849$7M0.1%2026-Q1
Summit Financial, LLC added200,721$7M0.1%2026-Q1
Confluence Wealth Services, Inc. added198,810$7M0.1%2026-Q1
CITADEL ADVISORS LLC trimmed194,298$6M0.1%2026-Q1
Farther Finance Advisors, LLC trimmed189,049$6M0.1%2026-Q1
NewEdge Advisors, LLC added1,516,092$53M0.8%2025-Q4 stale
Principle Wealth Partners LLC trimmed433,951$12M0.2%2025-Q1 stale
AVANTAX ADVISORY SERVICES, INC. added382,478$12M0.2%2025-Q2 stale
Main Street Financial Solutions, LLC added288,179$10M0.2%2025-Q4 stale
Royal Harbor Partners, LLC trimmed281,527$10M0.2%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.

HoldersTotal shares

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.

Learn how to read institutional ownership