Who owns CGGR (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-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
125 tracked funds added or opened CGGR while 191 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
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 0.5% of theirs — a 0.1pp 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 2025-Q4 and 2026-Q1, across 600 tracked filers holding CGGR, 406 increased or opened the position and 191 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 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 21
- Independent Advisor Alliance$88M
- WNY Asset Management, LLC$73M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$34M
- NATIONAL BANK OF CANADA /FI/$32M
- VALLEY NATIONAL ADVISERS INC$23M
- OLD NATIONAL BANCORP /IN/$18M
Full exits 30
- NewEdge Advisors, LLC$65M
- AXXCESS WEALTH MANAGEMENT, LLC$59M
- Global Retirement Partners, LLC$39M
- SOL Capital Management CO$28M
- Strategic Equity Management$11M
- Clearview Wealth Advisors LLC$9M
Largest adds
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$513M
- Forge Financial Services LLC$209M
- LPL Financial LLC$93M
- WELLS FARGO & COMPANY/MN$81M
- Advance Capital Management, Inc.$77M
- BENJAMIN EDWARDS INC$73M
Largest trims
- Financial Security Advisor, Inc.$78M
- COMMONWEALTH EQUITY SERVICES, LLC$42M
- WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$40M
- MML INVESTORS SERVICES, LLC$33M
- Geneos Wealth Management Inc.$31M
- CWM, LLC$20M
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 |
|---|---|---|---|---|
| LPL Financial LLC added | 52,561,577 | $2.1B | 15.5% | 2026-Q1 |
| MORGAN STANLEY added | 29,742,507 | $1.2B | 8.8% | 2026-Q1 |
| Capital Group Private Client Services, Inc. added | 27,158,074 | $1.1B | 8.0% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 15,759,772 | $633M | 4.7% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 15,336,462 | $616M | 4.5% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 14,193,836 | $570M | 4.2% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 14,117,411 | $567M | 4.2% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 13,552,564 | $545M | 4.0% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 12,947,006 | $520M | 3.8% | 2026-Q1 |
| Cetera Investment Advisers added | 9,800,927 | $394M | 2.9% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP added | 9,610,507 | $375M | 2.8% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 8,428,060 | $339M | 2.5% | 2026-Q1 |
| OSAIC HOLDINGS, INC. added | 7,708,938 | $310M | 2.3% | 2026-Q1 |
| UBS Group AG added | 5,440,963 | $219M | 1.6% | 2026-Q1 |
| Forge Financial Services LLC added | 5,394,648 | $217M | 1.6% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 4,557,813 | $183M | 1.3% | 2026-Q1 |
| Kestra Investment Management, LLC added | 3,811,756 | $153M | 1.1% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC trimmed | 3,212,572 | $129M | 0.9% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 3,148,672 | $122M | 0.9% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 3,021,423 | $121M | 0.9% | 2026-Q1 |
| Advance Capital Management, Inc. added | 2,860,148 | $115M | 0.8% | 2026-Q1 |
| BENJAMIN EDWARDS INC added | 2,634,776 | $106M | 0.8% | 2026-Q1 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC trimmed | 2,491,382 | $100M | 0.7% | 2026-Q1 |
| STIFEL FINANCIAL CORP added | 2,433,904 | $98M | 0.7% | 2026-Q1 |
| &PARTNERS added | 2,239,454 | $90M | 0.7% | 2026-Q1 |
| Independent Advisor Alliance added | 2,196,342 | $88M | 0.6% | 2026-Q1 |
| Private Advisor Group, LLC added | 2,093,186 | $84M | 0.6% | 2026-Q1 |
| CWM, LLC trimmed | 2,002,105 | $80M | 0.6% | 2026-Q1 |
| Baird Financial Group, Inc. added | 1,999,359 | $80M | 0.6% | 2026-Q1 |
| Merit Financial Group, LLC added | 1,910,571 | $77M | 0.6% | 2026-Q1 |
| SEI INVESTMENTS CO added | 1,836,814 | $74M | 0.5% | 2026-Q1 |
| WNY Asset Management, LLC trimmed | 1,804,970 | $73M | 0.5% | 2026-Q1 |
| Valmark Advisers, Inc. added | 1,623,062 | $65M | 0.5% | 2026-Q1 |
| Aprio Wealth Management, LLC added | 1,453,353 | $58M | 0.4% | 2026-Q1 |
| Prospera Financial Services Inc added | 1,440,378 | $58M | 0.4% | 2026-Q1 |
| Johnson Bixby & Associates, LLC added | 1,424,119 | $57M | 0.4% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 1,400,678 | $57M | 0.4% | 2026-Q1 |
| New England Capital Financial Advisors LLC trimmed | 1,393,637 | $56M | 0.4% | 2026-Q1 |
| Rockefeller Capital Management L.P. added | 1,389,920 | $56M | 0.4% | 2026-Q1 |
| GREAT VALLEY ADVISOR GROUP, INC. added | 1,324,519 | $53M | 0.4% | 2026-Q1 |
| CAPTRUST FINANCIAL ADVISORS added | 1,311,860 | $53M | 0.4% | 2026-Q1 |
| Janney Montgomery Scott LLC added | 1,215,680 | $49M | 0.4% | 2026-Q1 |
| Confluence Wealth Services, Inc. added | 1,163,050 | $47M | 0.3% | 2026-Q1 |
| ADAMSBROWN WEALTH CONSULTANTS LLC added | 1,077,772 | $43M | 0.3% | 2026-Q1 |
| Equitable Holdings, Inc. added | 980,811 | $43M | 0.3% | 2026-Q1 |
| JSF Financial, LLC added | 1,063,800 | $43M | 0.3% | 2026-Q1 |
| Concurrent Investment Advisors, LLC trimmed | 1,012,061 | $41M | 0.3% | 2026-Q1 |
| Summit Investment Advisory Services, LLC added | 930,119 | $37M | 0.3% | 2026-Q1 |
| D.A. DAVIDSON & CO. added | 905,700 | $36M | 0.3% | 2026-Q1 |
| HARBOUR INVESTMENTS, INC. added | 874,408 | $35M | 0.3% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 837,377 | $34M | 0.2% | 2026-Q1 |
| BARNES PETTEY FINANCIAL ADVISORS, LLC added | 824,935 | $33M | 0.2% | 2026-Q1 |
| Gerber Kawasaki Wealth & Investment Management added | 808,098 | $32M | 0.2% | 2026-Q1 |
| NATIONAL BANK OF CANADA /FI/ added | 800,000 | $32M | 0.2% | 2026-Q1 |
| Ergawealth Advisors, Inc. added | 766,282 | $31M | 0.2% | 2026-Q1 |
| ECLECTIC ASSOCIATES INC /ADV added | 764,300 | $31M | 0.2% | 2026-Q1 |
| Haverford Trust Co added | 743,743 | $30M | 0.2% | 2026-Q1 |
| Cerity Partners LLC added | 741,529 | $30M | 0.2% | 2026-Q1 |
| Wealth Science Advisors LLC | 667,396 | $30M | 0.2% | 2026-Q1 |
| AA Financial Advisors, LLC added | 733,484 | $29M | 0.2% | 2026-Q1 |
| HighPoint Advisor Group LLC added | 725,845 | $29M | 0.2% | 2026-Q1 |
| ASSETMARK, INC added | 703,381 | $28M | 0.2% | 2026-Q1 |
| TRUIST FINANCIAL CORP trimmed | 688,877 | $28M | 0.2% | 2026-Q1 |
| BARCLAYS PLC added | 661,865 | $27M | 0.2% | 2026-Q1 |
| Tribridge Partners Financial LLC added | 655,495 | $26M | 0.2% | 2026-Q1 |
| Wealthcare Advisory Partners LLC added | 647,731 | $26M | 0.2% | 2026-Q1 |
| IAM Advisory, LLC trimmed | 618,177 | $25M | 0.2% | 2026-Q1 |
| Focus Partners Wealth trimmed | 602,177 | $24M | 0.2% | 2026-Q1 |
| IFP Advisors, Inc added | 570,490 | $23M | 0.2% | 2026-Q1 |
| VALLEY NATIONAL ADVISERS INC new | 564,725 | $23M | 0.2% | 2026-Q1 |
| Geneos Wealth Management Inc. trimmed | 554,586 | $22M | 0.2% | 2026-Q1 |
| Sanctuary Advisors, LLC added | 531,603 | $21M | 0.2% | 2026-Q1 |
| J. Derek Lewis & Associates Inc. | 471,036 | $21M | 0.2% | 2026-Q1 |
| Mutual Advisors, LLC added | 513,200 | $21M | 0.2% | 2026-Q1 |
| DAVENPORT & Co LLC added | 505,438 | $20M | 0.1% | 2026-Q1 |
| Greenbush Financial Group, LLC trimmed | 496,413 | $20M | 0.1% | 2026-Q1 |
| Financial Council, LLC added | 485,720 | $20M | 0.1% | 2026-Q1 |
| HighTower Advisors, LLC added | 485,581 | $20M | 0.1% | 2026-Q1 |
| Strategic Blueprint, LLC added | 481,031 | $19M | 0.1% | 2026-Q1 |
| KESTRA PRIVATE WEALTH SERVICES, LLC trimmed | 473,147 | $19M | 0.1% | 2026-Q1 |
| AdvisorNet Financial, Inc trimmed | 471,321 | $19M | 0.1% | 2026-Q1 |
| Challenger Wealth Management added | 444,185 | $18M | 0.1% | 2026-Q1 |
| OLD NATIONAL BANCORP /IN/ new | 443,655 | $18M | 0.1% | 2026-Q1 |
| STEPHENS INC /AR/ added | 441,078 | $18M | 0.1% | 2026-Q1 |
| Alpha Financial Advisors, LLC added | 436,542 | $18M | 0.1% | 2026-Q1 |
| Farther Finance Advisors, LLC trimmed | 419,902 | $17M | 0.1% | 2026-Q1 |
| BLAIR WILLIAM & CO/IL added | 421,674 | $17M | 0.1% | 2026-Q1 |
| Hartmann Taylor Wealth Management, LLC added | 411,209 | $17M | 0.1% | 2026-Q1 |
| Kera Capital Partners, Inc. added | 409,768 | $16M | 0.1% | 2026-Q1 |
| Stonebridge Financial Group, LLC added | 407,484 | $16M | 0.1% | 2026-Q1 |
| Capital Analysts, LLC added | 407,450 | $16M | 0.1% | 2026-Q1 |
| MISSION WEALTH MANAGEMENT, LP trimmed | 404,367 | $16M | 0.1% | 2026-Q1 |
| EXENCIAL WEALTH ADVISORS, LLC added | 401,245 | $16M | 0.1% | 2026-Q1 |
| Main Line Retirement Advisors, LLC added | 389,628 | $16M | 0.1% | 2026-Q1 |
| NewEdge Advisors, LLC added | 1,459,912 | $65M | 0.5% | 2025-Q4 stale |
| AXXCESS WEALTH MANAGEMENT, LLC added | 1,321,257 | $59M | 0.4% | 2025-Q4 stale |
| Global Retirement Partners, LLC added | 879,221 | $39M | 0.3% | 2025-Q4 stale |
| SOL Capital Management CO trimmed | 635,354 | $28M | 0.2% | 2025-Q4 stale |
| AVANTAX ADVISORY SERVICES, INC. added | 583,425 | $24M | 0.2% | 2025-Q2 stale |
| Atria Wealth Solutions, Inc. trimmed | 568,085 | $23M | 0.2% | 2025-Q2 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.