Who owns CGGR
Which tracked institutional funds hold CGGR, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See CGGR company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-17). 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 CGGR is one-sided between 2026-Q1 and 2026-Q2: 348 added or opened and 55 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
CGGR’s largest tracked holder by dollar value, LPL Financial LLC, sizes it at 0.6% of its own reported 13F book, while the median holder sizes it at 0.6% 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 CGGR 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 627 tracked filers holding CGGR, 436 increased or opened the position and 197 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 CGGR 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 28
- NewEdge Advisors, LLC$76M
- Global Retirement Partners, LLC$42M
- Panoramic Capital Partners, LLC$13M
- QUANTUM FINANCIAL PARTNERS LLC$12M
- Waverly Advisors, LLC$11M
- HSBC HOLDINGS PLC$10M
Full exits 34
- Cambridge Investment Research Advisors, Inc.$183M
- Independent Advisor Alliance$88M
- CWM, LLC$80M
- Janney Montgomery Scott LLC$49M
- NATIONAL BANK OF CANADA /FI/$32M
- HighTower Advisors, LLC$20M
Largest adds
- LPL Financial LLC$715M
- MORGAN STANLEY$333M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$246M
- Capital Group Private Client Services, Inc.$236M
- RAYMOND JAMES FINANCIAL INC$198M
- WELLS FARGO & COMPANY/MN$196M
Largest trims
- Kestra Investment Management, LLC$20M
- Mariner, LLC$8M
- Gateway Wealth Partners, LLC$3M
- KESTRA PRIVATE WEALTH SERVICES, LLC$2M
- Merited Wealth, LLC$2M
- Mutual Advisors, LLC$2M
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 |
|---|---|---|---|---|
| LPL Financial LLC added | 59,907,998 | $2.8B | 16.8% | 2026-Q2 |
| MORGAN STANLEY added | 32,389,025 | $1.5B | 9.1% | 2026-Q2 |
| Capital Group Private Client Services, Inc. added | 28,132,325 | $1.3B | 7.9% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 17,573,566 | $829M | 4.9% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 16,561,408 | $782M | 4.6% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 16,206,980 | $765M | 4.5% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 14,478,055 | $683M | 4.1% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 13,948,665 | $658M | 3.9% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 13,105,474 | $619M | 3.7% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 11,551,154 | $529M | 3.1% | 2026-Q2 |
| Cetera Investment Advisers added | 10,594,267 | $500M | 3.0% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 9,164,905 | $433M | 2.6% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 8,268,130 | $390M | 2.3% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 5,918,375 | $279M | 1.7% | 2026-Q2 |
| Forge Financial Services LLC added | 5,516,760 | $260M | 1.5% | 2026-Q2 |
| UBS Group AG added | 5,452,603 | $257M | 1.5% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 4,179,335 | $197M | 1.2% | 2026-Q2 |
| Kestra Advisory Services, LLC added | 4,018,181 | $190M | 1.1% | 2026-Q2 |
| STIFEL FINANCIAL CORP added | 2,911,584 | $137M | 0.8% | 2026-Q2 |
| Advance Capital Management, Inc. trimmed | 2,846,782 | $134M | 0.8% | 2026-Q2 |
| Kestra Investment Management, LLC trimmed | 2,824,513 | $133M | 0.8% | 2026-Q2 |
| BENJAMIN EDWARDS INC added | 2,733,600 | $129M | 0.8% | 2026-Q2 |
| JPMORGAN CHASE & CO trimmed | 2,602,111 | $122M | 0.7% | 2026-Q2 |
| &PARTNERS added | 2,262,117 | $107M | 0.6% | 2026-Q2 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC trimmed | 2,228,768 | $105M | 0.6% | 2026-Q2 |
| Baird Financial Group, Inc. added | 2,187,427 | $103M | 0.6% | 2026-Q2 |
| Private Advisor Group, LLC trimmed | 2,055,511 | $97M | 0.6% | 2026-Q2 |
| SEI INVESTMENTS CO added | 2,022,745 | $95M | 0.6% | 2026-Q2 |
| WNY Asset Management, LLC added | 1,986,506 | $94M | 0.6% | 2026-Q2 |
| Merit Financial Group, LLC added | 1,930,813 | $91M | 0.5% | 2026-Q2 |
| Valmark Advisers, Inc. added | 1,728,825 | $82M | 0.5% | 2026-Q2 |
| NewEdge Advisors, LLC added | 1,604,940 | $76M | 0.4% | 2026-Q2 |
| New England Capital Financial Advisors LLC added | 1,531,893 | $72M | 0.4% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 1,444,828 | $68M | 0.4% | 2026-Q2 |
| JSF Financial, LLC added | 1,439,179 | $68M | 0.4% | 2026-Q2 |
| Johnson Bixby & Associates, LLC added | 1,430,786 | $68M | 0.4% | 2026-Q2 |
| Prospera Financial Services Inc trimmed | 1,405,335 | $66M | 0.4% | 2026-Q2 |
| GREAT VALLEY ADVISOR GROUP, INC. added | 1,396,166 | $66M | 0.4% | 2026-Q2 |
| Confluence Wealth Services, Inc. added | 1,340,317 | $63M | 0.4% | 2026-Q2 |
| Aprio Wealth Management, LLC trimmed | 1,340,131 | $63M | 0.4% | 2026-Q2 |
| Rockefeller Capital Management L.P. trimmed | 1,324,736 | $63M | 0.4% | 2026-Q2 |
| CAPTRUST FINANCIAL ADVISORS added | 1,316,937 | $62M | 0.4% | 2026-Q2 |
| Concurrent Investment Advisors, LLC added | 1,116,891 | $53M | 0.3% | 2026-Q2 |
| ADAMSBROWN WEALTH CONSULTANTS LLC added | 1,113,600 | $53M | 0.3% | 2026-Q2 |
| Summit Investment Advisory Services, LLC added | 934,072 | $44M | 0.3% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. added | 925,166 | $44M | 0.3% | 2026-Q2 |
| AA Financial Advisors, LLC added | 889,658 | $42M | 0.2% | 2026-Q2 |
| Equitable Holdings, Inc. trimmed | 888,354 | $42M | 0.2% | 2026-Q2 |
| Global Retirement Partners, LLC added | 885,322 | $42M | 0.2% | 2026-Q2 |
| Focus Partners Wealth added | 879,733 | $42M | 0.2% | 2026-Q2 |
| BARNES PETTEY FINANCIAL ADVISORS, LLC added | 852,025 | $40M | 0.2% | 2026-Q2 |
| Gerber Kawasaki Wealth & Investment Management added | 821,015 | $39M | 0.2% | 2026-Q2 |
| ASSETMARK, INC added | 818,413 | $39M | 0.2% | 2026-Q2 |
| D.A. DAVIDSON & CO. trimmed | 808,798 | $38M | 0.2% | 2026-Q2 |
| ECLECTIC ASSOCIATES INC /ADV added | 801,949 | $38M | 0.2% | 2026-Q2 |
| Ergawealth Advisors, Inc. added | 796,941 | $38M | 0.2% | 2026-Q2 |
| HighPoint Advisor Group LLC added | 760,133 | $36M | 0.2% | 2026-Q2 |
| Cerity Partners LLC added | 741,703 | $35M | 0.2% | 2026-Q2 |
| Haverford Trust Co trimmed | 740,320 | $35M | 0.2% | 2026-Q2 |
| BARCLAYS PLC added | 738,782 | $35M | 0.2% | 2026-Q2 |
| Wealth Science Advisors LLC added | 715,819 | $34M | 0.2% | 2026-Q2 |
| Wealthcare Advisory Partners LLC added | 688,721 | $33M | 0.2% | 2026-Q2 |
| TRUIST FINANCIAL CORP trimmed | 671,322 | $32M | 0.2% | 2026-Q2 |
| Tribridge Partners Financial LLC trimmed | 628,455 | $28M | 0.2% | 2026-Q2 |
| IAM Advisory, LLC trimmed | 617,766 | $29M | 0.2% | 2026-Q2 |
| IFP Advisors, Inc added | 604,049 | $29M | 0.2% | 2026-Q2 |
| DAVENPORT & Co LLC added | 600,338 | $28M | 0.2% | 2026-Q2 |
| Ameritas Advisory Services, LLC added | 596,270 | $28M | 0.2% | 2026-Q2 |
| Geneos Wealth Management Inc. added | 591,617 | $28M | 0.2% | 2026-Q2 |
| VALLEY NATIONAL ADVISERS INC trimmed | 553,097 | $26M | 0.2% | 2026-Q2 |
| J. Derek Lewis & Associates Inc. added | 544,477 | $26M | 0.2% | 2026-Q2 |
| Financial Council, LLC added | 516,393 | $24M | 0.1% | 2026-Q2 |
| Strategic Blueprint, LLC added | 500,616 | $24M | 0.1% | 2026-Q2 |
| Greenbush Financial Group, LLC added | 496,641 | $23M | 0.1% | 2026-Q2 |
| STEPHENS INC /AR/ added | 486,484 | $23M | 0.1% | 2026-Q2 |
| AdvisorNet Financial, Inc added | 486,421 | $23M | 0.1% | 2026-Q2 |
| Sanctuary Advisors, LLC trimmed | 480,715 | $23M | 0.1% | 2026-Q2 |
| BLAIR WILLIAM & CO/IL added | 465,338 | $22M | 0.1% | 2026-Q2 |
| Souders Financial Advisors added | 455,871 | $22M | 0.1% | 2026-Q2 |
| Stonebridge Financial Group, LLC added | 443,161 | $21M | 0.1% | 2026-Q2 |
| Farther Finance Advisors, LLC added | 438,510 | $21M | 0.1% | 2026-Q2 |
| Alpha Financial Advisors, LLC added | 437,425 | $21M | 0.1% | 2026-Q2 |
| Challenger Wealth Management trimmed | 429,347 | $20M | 0.1% | 2026-Q2 |
| Kera Capital Partners, Inc. added | 420,261 | $20M | 0.1% | 2026-Q2 |
| Mason Investment Advisory Services, Inc. added | 414,707 | $20M | 0.1% | 2026-Q2 |
| MISSION WEALTH MANAGEMENT, LP added | 405,900 | $19M | 0.1% | 2026-Q2 |
| JANE STREET GROUP, LLC added | 400,000 | $19M | 0.1% | 2026-Q2 |
| Mutual Advisors, LLC trimmed | 399,796 | $19M | 0.1% | 2026-Q2 |
| Per Stirling Capital Management, LLC. added | 399,468 | $19M | 0.1% | 2026-Q2 |
| Savant Capital, LLC added | 398,816 | $19M | 0.1% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC added | 398,621 | $19M | 0.1% | 2026-Q2 |
| Main Line Retirement Advisors, LLC trimmed | 387,263 | $18M | 0.1% | 2026-Q2 |
| EverSource Wealth Advisors, LLC added | 381,423 | $18M | 0.1% | 2026-Q2 |
| Ferguson Shapiro LLC added | 377,053 | $18M | 0.1% | 2026-Q2 |
| Integrity Advisory Solutions, LLC added | 372,036 | $18M | 0.1% | 2026-Q2 |
| KINGSWOOD WEALTH ADVISORS, LLC trimmed | 370,723 | $17M | 0.1% | 2026-Q2 |
| Integrated Wealth Concepts LLC added | 366,765 | $17M | 0.1% | 2026-Q2 |
| OPPENHEIMER & CO INC added | 364,052 | $17M | 0.1% | 2026-Q2 |
| FOUNDERS FINANCIAL SECURITIES LLC added | 358,394 | $17M | 0.1% | 2026-Q2 |
| KESTRA PRIVATE WEALTH SERVICES, LLC trimmed | 352,779 | $17M | 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.