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Institutional Ownership · SEC Form 13F

Who owns CGHM


Which tracked institutional funds hold CGHM, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See CGHM company fundamentals →

Ownership as of the 2026-Q1 13F filings (latest filed 2026-05-18). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.

164
Institutional holders
104M
Shares held (tracked funds)

How the tape is positioned

The tracked-fund tape on CGHM is one-sided between 2025-Q4 and 2026-Q1: 61 added or opened and 12 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

CGHM’s largest tracked holder by dollar value, Capital International Investors, sizes it at 0.4% of its own reported 13F book, while the median holder sizes it at 0.1% of theirs — a 0.3pp conviction gap — its largest holder concentrates the name more heavily than the typical one.

Book-share is each fund’s reported value in CGHM 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 164 tracked filers holding CGHM, 129 increased or opened the position and 35 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 CGHM 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 13

  • UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$9M
  • Clear Trail Advisors, LLC$5M
  • PARK AVENUE SECURITIES LLC$4M
  • GREAT VALLEY ADVISOR GROUP, INC.$4M
  • Apollon Wealth Management, LLC$2M
  • OLD MISSION CAPITAL LLC$2M

Full exits 4

  • Boulder Wealth Advisors, LLC$3M
  • NewEdge Advisors, LLC$955K
  • GOLDMAN SACHS GROUP INC$623K
  • Global Retirement Partners, LLC$549K

Largest adds

  • LPL Financial LLC$43M
  • ENVESTNET ASSET MANAGEMENT INC$36M
  • NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$12M
  • Kestra Advisory Services, LLC$9M
  • Cetera Investment Advisers$9M
  • JONES FINANCIAL COMPANIES LLLP$8M

Largest trims

  • OSAIC HOLDINGS, INC.$3M
  • MML INVESTORS SERVICES, LLC$2M
  • JANE STREET GROUP, LLC$2M
  • Confluence Wealth Services, Inc.$829K
  • Envestnet Portfolio Solutions, Inc.$717K
  • Keudell/Morrison Wealth Management$577K

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 International Investors added60,000,829$1.5B58.2%2026-Q1
ENVESTNET ASSET MANAGEMENT INC added12,070,747$306M11.7%2026-Q1
LPL Financial LLC added4,679,608$118M4.5%2026-Q1
Cetera Investment Advisers added2,499,808$63M2.4%2026-Q1
Cambridge Investment Research Advisors, Inc. added1,848,310$47M1.8%2026-Q1
Vestmark Advisory Solutions, Inc. added1,550,174$39M1.5%2026-Q1
ASSETMARK, INC added1,199,578$30M1.2%2026-Q1
MML INVESTORS SERVICES, LLC trimmed1,173,594$30M1.1%2026-Q1
COMMONWEALTH EQUITY SERVICES, LLC added1,005,105$25M1.0%2026-Q1
ROYAL BANK OF CANADA added973,146$25M0.9%2026-Q1
Janney Montgomery Scott LLC added927,408$23M0.9%2026-Q1
RAYMOND JAMES FINANCIAL INC added754,675$19M0.7%2026-Q1
Orion Porfolio Solutions, LLC added729,076$18M0.7%2026-Q1
Aprio Wealth Management, LLC added719,222$18M0.7%2026-Q1
TRUIST FINANCIAL CORP added683,111$17M0.7%2026-Q1
Confluence Wealth Services, Inc. trimmed670,625$17M0.7%2026-Q1
OSAIC HOLDINGS, INC. trimmed556,990$14M0.5%2026-Q1
J. Derek Lewis & Associates Inc.527,322$13M0.5%2026-Q1
JONES FINANCIAL COMPANIES LLLP added531,730$13M0.5%2026-Q1
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added502,005$13M0.5%2026-Q1
PRINCIPAL SECURITIES, INC. added442,727$11M0.4%2026-Q1
Kestra Advisory Services, LLC added438,921$11M0.4%2026-Q1
Steward Partners Investment Advisory, LLC added396,584$10M0.4%2026-Q1
Strata Wealth Advisors, LLC added387,793$10M0.4%2026-Q1
BENJAMIN EDWARDS INC added380,231$10M0.4%2026-Q1
Capital Group Private Client Services, Inc. added377,282$10M0.4%2026-Q1
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC new337,790$9M0.3%2026-Q1
Envestnet Portfolio Solutions, Inc. trimmed304,785$8M0.3%2026-Q1
Valmark Advisers, Inc. added295,103$7M0.3%2026-Q1
Koshinski Asset Management, Inc. added276,833$7M0.3%2026-Q1
Gutierrez Wealth Advisory, LLC added223,120$6M0.2%2026-Q1
Prentice Wealth Management LLC added207,443$5M0.2%2026-Q1
Keudell/Morrison Wealth Management trimmed198,512$5M0.2%2026-Q1
Platt Wealth Management LLC added195,259$5M0.2%2026-Q1
First Interstate Bank added194,377$5M0.2%2026-Q1
Clear Trail Advisors, LLC new191,686$5M0.2%2026-Q1
HighTower Advisors, LLC added182,504$5M0.2%2026-Q1
NATIXIS ADVISORS, LLC added181,446$5M0.2%2026-Q1
PARK AVENUE SECURITIES LLC added173,490$4M0.2%2026-Q1
GREAT VALLEY ADVISOR GROUP, INC. new165,131$4M0.2%2026-Q1
Cullen/Frost Bankers, Inc. added164,570$4M0.2%2026-Q1
SEI INVESTMENTS CO added161,097$4M0.2%2026-Q1
CAPTRUST FINANCIAL ADVISORS added157,618$4M0.2%2026-Q1
CITADEL ADVISORS LLC trimmed153,778$4M0.1%2026-Q1
JANE STREET GROUP, LLC trimmed141,383$4M0.1%2026-Q1
Capital Analysts, LLC added132,899$3M0.1%2026-Q1
BlueStem Wealth Partners, LLC added132,852$3M0.1%2026-Q1
Wealthcare Advisory Partners LLC added119,651$3M0.1%2026-Q1
Capital Investment Management, Inc. added114,477$3M0.1%2026-Q1
Gateway Wealth Partners, LLC added106,730$3M0.1%2026-Q1
Transamerica Financial Advisors, LLC added106,701$3M0.1%2026-Q1
&PARTNERS added106,027$3M0.1%2026-Q1
Simplicity Wealth,LLC added86,315$2M0.1%2026-Q1
RFP Financial Group LLC added84,606$2M0.1%2026-Q1
Apollon Wealth Management, LLC new75,129$2M0.1%2026-Q1
WEDBUSH SECURITIES INC added70,699$2M0.1%2026-Q1
OLD MISSION CAPITAL LLC added68,589$2M0.1%2026-Q1
HARBOUR INVESTMENTS, INC. added65,924$2M0.1%2026-Q1
VICUS CAPITAL added65,658$2M0.1%2026-Q1
MOSAIC FAMILY WEALTH PARTNERS, LLC added60,385$2M0.1%2026-Q1
THOROUGHBRED FINANCIAL SERVICES, LLC60,351$2M0.1%2026-Q1
GWN SECURITIES INC. added60,046$2M0.1%2026-Q1
Perennial Investment Advisors, LLC added59,440$2M0.1%2026-Q1
Cerity Partners LLC added58,733$1M0.1%2026-Q1
Fjell Capital, LLC new57,525$1M0.1%2026-Q1
ST GERMAIN D J CO INC added55,805$1M0.1%2026-Q1
Advyzon Investment Management, LLC added54,303$1M0.1%2026-Q1
Private Advisor Group, LLC trimmed51,915$1M0.1%2026-Q1
Apella Capital, LLC new50,724$1M0.0%2026-Q1
NewCorp Financial Services, Inc. added51,074$1M0.0%2026-Q1
Financial Connections Group, Inc. trimmed50,510$1M0.0%2026-Q1
Equitable Holdings, Inc. added49,888$1M0.0%2026-Q1
Thrive Wealth Management, LLC added45,071$1M0.0%2026-Q1
Main Line Retirement Advisors, LLC new43,402$1M0.0%2026-Q1
Heritage Wealth Management, Inc. added41,842$1M0.0%2026-Q1
Jacobi Capital Management LLC added41,517$1M0.0%2026-Q1
LongView Wealth Management trimmed40,982$1M0.0%2026-Q1
SCHMIDT P J INVESTMENT MANAGEMENT INC new40,047$1M0.0%2026-Q1
Birchwood Financial Partners, Inc. added39,647$1M0.0%2026-Q1
WELLS FARGO & COMPANY/MN added35,501$899K0.0%2026-Q1
EARNED WEALTH ADVISORS, LLC added35,395$896K0.0%2026-Q1
STIFEL FINANCIAL CORP added35,365$895K0.0%2026-Q1
VestGen Advisors, LLC new32,938$842K0.0%2026-Q1
Arkadios Wealth Advisors added32,309$818K0.0%2026-Q1
VestGen Investment Management trimmed31,133$788K0.0%2026-Q1
Prospera Financial Services Inc added31,058$786K0.0%2026-Q1
EQ WEALTH ADVISORS, LLC added30,812$780K0.0%2026-Q1
Founders Financial Alliance, LLC added30,500$772K0.0%2026-Q1
UHLMANN PRICE SECURITIES, LLC added29,874$756K0.0%2026-Q1
World Investment Advisors added29,296$742K0.0%2026-Q1
EnRich Financial Partners LLC added28,868$731K0.0%2026-Q1
Smartleaf Asset Management LLC added28,334$715K0.0%2026-Q1
Integrated Wealth Concepts LLC added27,438$695K0.0%2026-Q1
Nautilus Advisors LLC new27,154$688K0.0%2026-Q1
CONTINENTAL INVESTORS SERVICES, INC. trimmed26,109$669K0.0%2026-Q1
Ascent Group, LLC trimmed25,802$653K0.0%2026-Q1
Boulder Wealth Advisors, LLC new121,969$3M0.1%2025-Q4 stale
NewEdge Advisors, LLC added37,469$955K0.0%2025-Q4 stale
Elequin Capital, LP new31,656$780K0.0%2025-Q2 stale
GOLDMAN SACHS GROUP INC added24,464$623K0.0%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