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-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 CGHM is one-sided between 2026-Q1 and 2026-Q2: 73 added or opened and 19 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 0.3% 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 2026-Q1 and 2026-Q2, across 183 tracked filers holding CGHM, 149 increased or opened the position and 40 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 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 12
- BANK OF AMERICA CORP /DE/$4M
- Elequin Capital, LP$3M
- Boulder Wealth Advisors, LLC$2M
- NewEdge Advisors, LLC$2M
- Global Retirement Partners, LLC$1M
- Entruity Wealth, LLC$1M
Full exits 11
- Cambridge Investment Research Advisors, Inc.$47M
- Janney Montgomery Scott LLC$23M
- Platt Wealth Management LLC$5M
- HighTower Advisors, LLC$5M
- NATIXIS ADVISORS, LLC$5M
- PARK AVENUE SECURITIES LLC$4M
Largest adds
- Capital International Investors$127M
- ENVESTNET ASSET MANAGEMENT INC$38M
- LPL Financial LLC$38M
- RAYMOND JAMES FINANCIAL INC$12M
- ROYAL BANK OF CANADA$12M
- Cetera Investment Advisers$11M
Largest trims
- COMMONWEALTH EQUITY SERVICES, LLC$4M
- OLD MISSION CAPITAL LLC$1M
- LongView Wealth Management$765K
- CITADEL ADVISORS LLC$664K
- HARBOUR INVESTMENTS, INC.$541K
- CONTINENTAL INVESTORS SERVICES, INC.$454K
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 |
|---|---|---|---|---|
| Capital International Investors added | 63,675,196 | $1.6B | 57.7% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 13,298,153 | $344M | 12.0% | 2026-Q2 |
| LPL Financial LLC added | 6,046,346 | $156M | 5.5% | 2026-Q2 |
| Cetera Investment Advisers added | 2,868,376 | $74M | 2.6% | 2026-Q2 |
| Vestmark Advisory Solutions, Inc. trimmed | 1,550,140 | $40M | 1.4% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 1,404,238 | $36M | 1.3% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 1,390,783 | $36M | 1.3% | 2026-Q2 |
| ASSETMARK, INC added | 1,335,444 | $35M | 1.2% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 1,204,975 | $31M | 1.1% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 913,813 | $24M | 0.8% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 881,123 | $23M | 0.8% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 852,417 | $22M | 0.8% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 847,522 | $22M | 0.8% | 2026-Q2 |
| Aprio Wealth Management, LLC added | 819,408 | $21M | 0.7% | 2026-Q2 |
| TRUIST FINANCIAL CORP added | 766,284 | $20M | 0.7% | 2026-Q2 |
| Orion Porfolio Solutions, LLC added | 764,039 | $20M | 0.7% | 2026-Q2 |
| Confluence Wealth Services, Inc. added | 695,835 | $18M | 0.6% | 2026-Q2 |
| J. Derek Lewis & Associates Inc. added | 580,244 | $15M | 0.5% | 2026-Q2 |
| Kestra Advisory Services, LLC added | 505,492 | $13M | 0.5% | 2026-Q2 |
| PRINCIPAL SECURITIES, INC. added | 496,159 | $13M | 0.4% | 2026-Q2 |
| BENJAMIN EDWARDS INC added | 472,742 | $12M | 0.4% | 2026-Q2 |
| Capital Group Private Client Services, Inc. added | 472,102 | $12M | 0.4% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC added | 409,155 | $11M | 0.4% | 2026-Q2 |
| Strata Wealth Advisors, LLC added | 392,344 | $10M | 0.4% | 2026-Q2 |
| Envestnet Portfolio Solutions, Inc. added | 356,104 | $9M | 0.3% | 2026-Q2 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 337,790 | $9M | 0.3% | 2026-Q2 |
| Koshinski Asset Management, Inc. added | 320,876 | $8M | 0.3% | 2026-Q2 |
| Valmark Advisers, Inc. added | 309,331 | $8M | 0.3% | 2026-Q2 |
| First Interstate Bank added | 290,676 | $8M | 0.3% | 2026-Q2 |
| Apollon Wealth Management, LLC added | 289,402 | $7M | 0.3% | 2026-Q2 |
| Prentice Wealth Management LLC added | 267,660 | $7M | 0.2% | 2026-Q2 |
| Gutierrez Wealth Advisory, LLC added | 241,975 | $6M | 0.2% | 2026-Q2 |
| GREAT VALLEY ADVISOR GROUP, INC. added | 232,676 | $6M | 0.2% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 214,471 | $6M | 0.2% | 2026-Q2 |
| Keudell/Morrison Wealth Management added | 208,098 | $5M | 0.2% | 2026-Q2 |
| Clear Trail Advisors, LLC added | 207,624 | $5M | 0.2% | 2026-Q2 |
| Cullen/Frost Bankers, Inc. added | 199,062 | $5M | 0.2% | 2026-Q2 |
| SEI INVESTMENTS CO added | 191,440 | $5M | 0.2% | 2026-Q2 |
| CAPTRUST FINANCIAL ADVISORS added | 162,473 | $4M | 0.1% | 2026-Q2 |
| MOSAIC FAMILY WEALTH PARTNERS, LLC added | 159,791 | $4M | 0.1% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 153,934 | $4M | 0.1% | 2026-Q2 |
| Capital Investment Management, Inc. added | 140,319 | $4M | 0.1% | 2026-Q2 |
| Transamerica Financial Advisors, LLC added | 136,957 | $4M | 0.1% | 2026-Q2 |
| Wealthcare Advisory Partners LLC added | 134,990 | $3M | 0.1% | 2026-Q2 |
| BlueStem Wealth Partners, LLC trimmed | 127,513 | $3M | 0.1% | 2026-Q2 |
| CITADEL ADVISORS LLC trimmed | 124,944 | $3M | 0.1% | 2026-Q2 |
| JANE STREET GROUP, LLC trimmed | 124,329 | $3M | 0.1% | 2026-Q2 |
| &PARTNERS added | 120,587 | $3M | 0.1% | 2026-Q2 |
| Summit Financial, LLC added | 119,731 | $3M | 0.1% | 2026-Q2 |
| Elequin Capital, LP added | 97,437 | $3M | 0.1% | 2026-Q2 |
| Gateway Wealth Partners, LLC trimmed | 87,436 | $2M | 0.1% | 2026-Q2 |
| Boulder Wealth Advisors, LLC trimmed | 87,133 | $2M | 0.1% | 2026-Q2 |
| Simplicity Wealth,LLC trimmed | 85,807 | $2M | 0.1% | 2026-Q2 |
| Cerity Partners LLC added | 83,729 | $2M | 0.1% | 2026-Q2 |
| NewEdge Advisors, LLC added | 82,455 | $2M | 0.1% | 2026-Q2 |
| EQ WEALTH ADVISORS, LLC added | 78,739 | $2M | 0.1% | 2026-Q2 |
| RFP Financial Group LLC trimmed | 75,330 | $2M | 0.1% | 2026-Q2 |
| Clarity Asset Management, Inc. added | 70,040 | $2M | 0.1% | 2026-Q2 |
| Equitable Holdings, Inc. added | 68,832 | $2M | 0.1% | 2026-Q2 |
| Perennial Investment Advisors, LLC added | 68,175 | $2M | 0.1% | 2026-Q2 |
| VICUS CAPITAL added | 67,987 | $2M | 0.1% | 2026-Q2 |
| Fjell Capital, LLC added | 67,520 | $2M | 0.1% | 2026-Q2 |
| GWN SECURITIES INC. added | 67,098 | $2M | 0.1% | 2026-Q2 |
| Private Advisor Group, LLC added | 66,469 | $2M | 0.1% | 2026-Q2 |
| Integrated Wealth Concepts LLC added | 64,580 | $2M | 0.1% | 2026-Q2 |
| Advyzon Investment Management, LLC added | 57,761 | $1M | 0.1% | 2026-Q2 |
| ST GERMAIN D J CO INC | 55,805 | $1M | 0.1% | 2026-Q2 |
| Thrive Wealth Management, LLC added | 54,624 | $1M | 0.0% | 2026-Q2 |
| Apella Capital, LLC added | 54,456 | $1M | 0.0% | 2026-Q2 |
| SCHMIDT P J INVESTMENT MANAGEMENT INC added | 53,221 | $1M | 0.0% | 2026-Q2 |
| NewCorp Financial Services, Inc. added | 52,820 | $1M | 0.0% | 2026-Q2 |
| Heritage Wealth Management, Inc. added | 51,982 | $1M | 0.0% | 2026-Q2 |
| Birchwood Financial Partners, Inc. added | 50,804 | $1M | 0.0% | 2026-Q2 |
| STIFEL FINANCIAL CORP added | 48,967 | $1M | 0.0% | 2026-Q2 |
| Jacobi Capital Management LLC added | 48,908 | $1M | 0.0% | 2026-Q2 |
| Global Retirement Partners, LLC added | 47,577 | $1M | 0.0% | 2026-Q2 |
| Ameritas Advisory Services, LLC added | 44,776 | $1M | 0.0% | 2026-Q2 |
| EARNED WEALTH ADVISORS, LLC added | 44,344 | $1M | 0.0% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. trimmed | 43,659 | $1M | 0.0% | 2026-Q2 |
| Main Line Retirement Advisors, LLC added | 43,628 | $1M | 0.0% | 2026-Q2 |
| UHLMANN PRICE SECURITIES, LLC added | 41,984 | $1M | 0.0% | 2026-Q2 |
| Entruity Wealth, LLC new | 41,340 | $1M | 0.0% | 2026-Q2 |
| HB Wealth Management, LLC new | 38,300 | $990K | 0.0% | 2026-Q2 |
| VestGen Advisors, LLC added | 35,422 | $916K | 0.0% | 2026-Q2 |
| IFP Advisors, Inc added | 35,324 | $913K | 0.0% | 2026-Q2 |
| EnRich Financial Partners LLC added | 33,861 | $875K | 0.0% | 2026-Q2 |
| VestGen Investment Management added | 33,194 | $858K | 0.0% | 2026-Q2 |
| Arkadios Wealth Advisors added | 32,623 | $843K | 0.0% | 2026-Q2 |
| Founders Financial Alliance, LLC | 30,500 | $788K | 0.0% | 2026-Q2 |
| Nautilus Advisors LLC added | 30,059 | $776K | 0.0% | 2026-Q2 |
| World Investment Advisors added | 29,337 | $744K | 0.0% | 2026-Q2 |
| Ascent Group, LLC added | 28,469 | $736K | 0.0% | 2026-Q2 |
| Smartleaf Asset Management LLC | 28,334 | $734K | 0.0% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 28,260 | $732K | 0.0% | 2026-Q2 |
| BARNES PETTEY FINANCIAL ADVISORS, LLC added | 28,251 | $730K | 0.0% | 2026-Q2 |
| Bank of New York Mellon Corp new | 28,022 | $724K | 0.0% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 24,002 | $620K | 0.0% | 2026-Q2 |
| Midwest Heritage Bank, FSB added | 23,202 | $600K | 0.0% | 2026-Q2 |
| FIFTH THIRD BANCORP added | 22,646 | $585K | 0.0% | 2026-Q2 |
| Sigma Planning Corp added | 22,114 | $572K | 0.0% | 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.