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Institutional Ownership · SEC Form 13F

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.

600
Institutional holders
370,734,199
Shares held (tracked funds)

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).

FundSharesReported value% of valueQuarter
LPL Financial LLC added52,561,577$2.1B15.5%2026-Q1
MORGAN STANLEY added29,742,507$1.2B8.8%2026-Q1
Capital Group Private Client Services, Inc. added27,158,074$1.1B8.0%2026-Q1
WELLS FARGO & COMPANY/MN added15,759,772$633M4.7%2026-Q1
ENVESTNET ASSET MANAGEMENT INC added15,336,462$616M4.5%2026-Q1
BANK OF AMERICA CORP /DE/ added14,193,836$570M4.2%2026-Q1
RAYMOND JAMES FINANCIAL INC added14,117,411$567M4.2%2026-Q1
COMMONWEALTH EQUITY SERVICES, LLC added13,552,564$545M4.0%2026-Q1
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added12,947,006$520M3.8%2026-Q1
Cetera Investment Advisers added9,800,927$394M2.9%2026-Q1
JONES FINANCIAL COMPANIES LLLP added9,610,507$375M2.8%2026-Q1
ROYAL BANK OF CANADA added8,428,060$339M2.5%2026-Q1
OSAIC HOLDINGS, INC. added7,708,938$310M2.3%2026-Q1
UBS Group AG added5,440,963$219M1.6%2026-Q1
Forge Financial Services LLC added5,394,648$217M1.6%2026-Q1
Cambridge Investment Research Advisors, Inc. added4,557,813$183M1.3%2026-Q1
Kestra Investment Management, LLC added3,811,756$153M1.1%2026-Q1
MML INVESTORS SERVICES, LLC trimmed3,212,572$129M0.9%2026-Q1
JPMORGAN CHASE & CO added3,148,672$122M0.9%2026-Q1
Kestra Advisory Services, LLC added3,021,423$121M0.9%2026-Q1
Advance Capital Management, Inc. added2,860,148$115M0.8%2026-Q1
BENJAMIN EDWARDS INC added2,634,776$106M0.8%2026-Q1
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC trimmed2,491,382$100M0.7%2026-Q1
STIFEL FINANCIAL CORP added2,433,904$98M0.7%2026-Q1
&PARTNERS added2,239,454$90M0.7%2026-Q1
Independent Advisor Alliance added2,196,342$88M0.6%2026-Q1
Private Advisor Group, LLC added2,093,186$84M0.6%2026-Q1
CWM, LLC trimmed2,002,105$80M0.6%2026-Q1
Baird Financial Group, Inc. added1,999,359$80M0.6%2026-Q1
Merit Financial Group, LLC added1,910,571$77M0.6%2026-Q1
SEI INVESTMENTS CO added1,836,814$74M0.5%2026-Q1
WNY Asset Management, LLC trimmed1,804,970$73M0.5%2026-Q1
Valmark Advisers, Inc. added1,623,062$65M0.5%2026-Q1
Aprio Wealth Management, LLC added1,453,353$58M0.4%2026-Q1
Prospera Financial Services Inc added1,440,378$58M0.4%2026-Q1
Johnson Bixby & Associates, LLC added1,424,119$57M0.4%2026-Q1
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed1,400,678$57M0.4%2026-Q1
New England Capital Financial Advisors LLC trimmed1,393,637$56M0.4%2026-Q1
Rockefeller Capital Management L.P. added1,389,920$56M0.4%2026-Q1
GREAT VALLEY ADVISOR GROUP, INC. added1,324,519$53M0.4%2026-Q1
CAPTRUST FINANCIAL ADVISORS added1,311,860$53M0.4%2026-Q1
Janney Montgomery Scott LLC added1,215,680$49M0.4%2026-Q1
Confluence Wealth Services, Inc. added1,163,050$47M0.3%2026-Q1
ADAMSBROWN WEALTH CONSULTANTS LLC added1,077,772$43M0.3%2026-Q1
Equitable Holdings, Inc. added980,811$43M0.3%2026-Q1
JSF Financial, LLC added1,063,800$43M0.3%2026-Q1
Concurrent Investment Advisors, LLC trimmed1,012,061$41M0.3%2026-Q1
Summit Investment Advisory Services, LLC added930,119$37M0.3%2026-Q1
D.A. DAVIDSON & CO. added905,700$36M0.3%2026-Q1
HARBOUR INVESTMENTS, INC. added874,408$35M0.3%2026-Q1
SUSQUEHANNA INTERNATIONAL GROUP, LLP added837,377$34M0.2%2026-Q1
BARNES PETTEY FINANCIAL ADVISORS, LLC added824,935$33M0.2%2026-Q1
Gerber Kawasaki Wealth & Investment Management added808,098$32M0.2%2026-Q1
NATIONAL BANK OF CANADA /FI/ added800,000$32M0.2%2026-Q1
Ergawealth Advisors, Inc. added766,282$31M0.2%2026-Q1
ECLECTIC ASSOCIATES INC /ADV added764,300$31M0.2%2026-Q1
Haverford Trust Co added743,743$30M0.2%2026-Q1
Cerity Partners LLC added741,529$30M0.2%2026-Q1
Wealth Science Advisors LLC667,396$30M0.2%2026-Q1
AA Financial Advisors, LLC added733,484$29M0.2%2026-Q1
HighPoint Advisor Group LLC added725,845$29M0.2%2026-Q1
ASSETMARK, INC added703,381$28M0.2%2026-Q1
TRUIST FINANCIAL CORP trimmed688,877$28M0.2%2026-Q1
BARCLAYS PLC added661,865$27M0.2%2026-Q1
Tribridge Partners Financial LLC added655,495$26M0.2%2026-Q1
Wealthcare Advisory Partners LLC added647,731$26M0.2%2026-Q1
IAM Advisory, LLC trimmed618,177$25M0.2%2026-Q1
Focus Partners Wealth trimmed602,177$24M0.2%2026-Q1
IFP Advisors, Inc added570,490$23M0.2%2026-Q1
VALLEY NATIONAL ADVISERS INC new564,725$23M0.2%2026-Q1
Geneos Wealth Management Inc. trimmed554,586$22M0.2%2026-Q1
Sanctuary Advisors, LLC added531,603$21M0.2%2026-Q1
J. Derek Lewis & Associates Inc.471,036$21M0.2%2026-Q1
Mutual Advisors, LLC added513,200$21M0.2%2026-Q1
DAVENPORT & Co LLC added505,438$20M0.1%2026-Q1
Greenbush Financial Group, LLC trimmed496,413$20M0.1%2026-Q1
Financial Council, LLC added485,720$20M0.1%2026-Q1
HighTower Advisors, LLC added485,581$20M0.1%2026-Q1
Strategic Blueprint, LLC added481,031$19M0.1%2026-Q1
KESTRA PRIVATE WEALTH SERVICES, LLC trimmed473,147$19M0.1%2026-Q1
AdvisorNet Financial, Inc trimmed471,321$19M0.1%2026-Q1
Challenger Wealth Management added444,185$18M0.1%2026-Q1
OLD NATIONAL BANCORP /IN/ new443,655$18M0.1%2026-Q1
STEPHENS INC /AR/ added441,078$18M0.1%2026-Q1
Alpha Financial Advisors, LLC added436,542$18M0.1%2026-Q1
Farther Finance Advisors, LLC trimmed419,902$17M0.1%2026-Q1
BLAIR WILLIAM & CO/IL added421,674$17M0.1%2026-Q1
Hartmann Taylor Wealth Management, LLC added411,209$17M0.1%2026-Q1
Kera Capital Partners, Inc. added409,768$16M0.1%2026-Q1
Stonebridge Financial Group, LLC added407,484$16M0.1%2026-Q1
Capital Analysts, LLC added407,450$16M0.1%2026-Q1
MISSION WEALTH MANAGEMENT, LP trimmed404,367$16M0.1%2026-Q1
EXENCIAL WEALTH ADVISORS, LLC added401,245$16M0.1%2026-Q1
Main Line Retirement Advisors, LLC added389,628$16M0.1%2026-Q1
NewEdge Advisors, LLC added1,459,912$65M0.5%2025-Q4 stale
AXXCESS WEALTH MANAGEMENT, LLC added1,321,257$59M0.4%2025-Q4 stale
Global Retirement Partners, LLC added879,221$39M0.3%2025-Q4 stale
SOL Capital Management CO trimmed635,354$28M0.2%2025-Q4 stale
AVANTAX ADVISORY SERVICES, INC. added583,425$24M0.2%2025-Q2 stale
Atria Wealth Solutions, Inc. trimmed568,085$23M0.2%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.

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