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.
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).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| Capital International Investors added | 60,000,829 | $1.5B | 58.2% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 12,070,747 | $306M | 11.7% | 2026-Q1 |
| LPL Financial LLC added | 4,679,608 | $118M | 4.5% | 2026-Q1 |
| Cetera Investment Advisers added | 2,499,808 | $63M | 2.4% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 1,848,310 | $47M | 1.8% | 2026-Q1 |
| Vestmark Advisory Solutions, Inc. added | 1,550,174 | $39M | 1.5% | 2026-Q1 |
| ASSETMARK, INC added | 1,199,578 | $30M | 1.2% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC trimmed | 1,173,594 | $30M | 1.1% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 1,005,105 | $25M | 1.0% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 973,146 | $25M | 0.9% | 2026-Q1 |
| Janney Montgomery Scott LLC added | 927,408 | $23M | 0.9% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 754,675 | $19M | 0.7% | 2026-Q1 |
| Orion Porfolio Solutions, LLC added | 729,076 | $18M | 0.7% | 2026-Q1 |
| Aprio Wealth Management, LLC added | 719,222 | $18M | 0.7% | 2026-Q1 |
| TRUIST FINANCIAL CORP added | 683,111 | $17M | 0.7% | 2026-Q1 |
| Confluence Wealth Services, Inc. trimmed | 670,625 | $17M | 0.7% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 556,990 | $14M | 0.5% | 2026-Q1 |
| J. Derek Lewis & Associates Inc. | 527,322 | $13M | 0.5% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP added | 531,730 | $13M | 0.5% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 502,005 | $13M | 0.5% | 2026-Q1 |
| PRINCIPAL SECURITIES, INC. added | 442,727 | $11M | 0.4% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 438,921 | $11M | 0.4% | 2026-Q1 |
| Steward Partners Investment Advisory, LLC added | 396,584 | $10M | 0.4% | 2026-Q1 |
| Strata Wealth Advisors, LLC added | 387,793 | $10M | 0.4% | 2026-Q1 |
| BENJAMIN EDWARDS INC added | 380,231 | $10M | 0.4% | 2026-Q1 |
| Capital Group Private Client Services, Inc. added | 377,282 | $10M | 0.4% | 2026-Q1 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC new | 337,790 | $9M | 0.3% | 2026-Q1 |
| Envestnet Portfolio Solutions, Inc. trimmed | 304,785 | $8M | 0.3% | 2026-Q1 |
| Valmark Advisers, Inc. added | 295,103 | $7M | 0.3% | 2026-Q1 |
| Koshinski Asset Management, Inc. added | 276,833 | $7M | 0.3% | 2026-Q1 |
| Gutierrez Wealth Advisory, LLC added | 223,120 | $6M | 0.2% | 2026-Q1 |
| Prentice Wealth Management LLC added | 207,443 | $5M | 0.2% | 2026-Q1 |
| Keudell/Morrison Wealth Management trimmed | 198,512 | $5M | 0.2% | 2026-Q1 |
| Platt Wealth Management LLC added | 195,259 | $5M | 0.2% | 2026-Q1 |
| First Interstate Bank added | 194,377 | $5M | 0.2% | 2026-Q1 |
| Clear Trail Advisors, LLC new | 191,686 | $5M | 0.2% | 2026-Q1 |
| HighTower Advisors, LLC added | 182,504 | $5M | 0.2% | 2026-Q1 |
| NATIXIS ADVISORS, LLC added | 181,446 | $5M | 0.2% | 2026-Q1 |
| PARK AVENUE SECURITIES LLC added | 173,490 | $4M | 0.2% | 2026-Q1 |
| GREAT VALLEY ADVISOR GROUP, INC. new | 165,131 | $4M | 0.2% | 2026-Q1 |
| Cullen/Frost Bankers, Inc. added | 164,570 | $4M | 0.2% | 2026-Q1 |
| SEI INVESTMENTS CO added | 161,097 | $4M | 0.2% | 2026-Q1 |
| CAPTRUST FINANCIAL ADVISORS added | 157,618 | $4M | 0.2% | 2026-Q1 |
| CITADEL ADVISORS LLC trimmed | 153,778 | $4M | 0.1% | 2026-Q1 |
| JANE STREET GROUP, LLC trimmed | 141,383 | $4M | 0.1% | 2026-Q1 |
| Capital Analysts, LLC added | 132,899 | $3M | 0.1% | 2026-Q1 |
| BlueStem Wealth Partners, LLC added | 132,852 | $3M | 0.1% | 2026-Q1 |
| Wealthcare Advisory Partners LLC added | 119,651 | $3M | 0.1% | 2026-Q1 |
| Capital Investment Management, Inc. added | 114,477 | $3M | 0.1% | 2026-Q1 |
| Gateway Wealth Partners, LLC added | 106,730 | $3M | 0.1% | 2026-Q1 |
| Transamerica Financial Advisors, LLC added | 106,701 | $3M | 0.1% | 2026-Q1 |
| &PARTNERS added | 106,027 | $3M | 0.1% | 2026-Q1 |
| Simplicity Wealth,LLC added | 86,315 | $2M | 0.1% | 2026-Q1 |
| RFP Financial Group LLC added | 84,606 | $2M | 0.1% | 2026-Q1 |
| Apollon Wealth Management, LLC new | 75,129 | $2M | 0.1% | 2026-Q1 |
| WEDBUSH SECURITIES INC added | 70,699 | $2M | 0.1% | 2026-Q1 |
| OLD MISSION CAPITAL LLC added | 68,589 | $2M | 0.1% | 2026-Q1 |
| HARBOUR INVESTMENTS, INC. added | 65,924 | $2M | 0.1% | 2026-Q1 |
| VICUS CAPITAL added | 65,658 | $2M | 0.1% | 2026-Q1 |
| MOSAIC FAMILY WEALTH PARTNERS, LLC added | 60,385 | $2M | 0.1% | 2026-Q1 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | 60,351 | $2M | 0.1% | 2026-Q1 |
| GWN SECURITIES INC. added | 60,046 | $2M | 0.1% | 2026-Q1 |
| Perennial Investment Advisors, LLC added | 59,440 | $2M | 0.1% | 2026-Q1 |
| Cerity Partners LLC added | 58,733 | $1M | 0.1% | 2026-Q1 |
| Fjell Capital, LLC new | 57,525 | $1M | 0.1% | 2026-Q1 |
| ST GERMAIN D J CO INC added | 55,805 | $1M | 0.1% | 2026-Q1 |
| Advyzon Investment Management, LLC added | 54,303 | $1M | 0.1% | 2026-Q1 |
| Private Advisor Group, LLC trimmed | 51,915 | $1M | 0.1% | 2026-Q1 |
| Apella Capital, LLC new | 50,724 | $1M | 0.0% | 2026-Q1 |
| NewCorp Financial Services, Inc. added | 51,074 | $1M | 0.0% | 2026-Q1 |
| Financial Connections Group, Inc. trimmed | 50,510 | $1M | 0.0% | 2026-Q1 |
| Equitable Holdings, Inc. added | 49,888 | $1M | 0.0% | 2026-Q1 |
| Thrive Wealth Management, LLC added | 45,071 | $1M | 0.0% | 2026-Q1 |
| Main Line Retirement Advisors, LLC new | 43,402 | $1M | 0.0% | 2026-Q1 |
| Heritage Wealth Management, Inc. added | 41,842 | $1M | 0.0% | 2026-Q1 |
| Jacobi Capital Management LLC added | 41,517 | $1M | 0.0% | 2026-Q1 |
| LongView Wealth Management trimmed | 40,982 | $1M | 0.0% | 2026-Q1 |
| SCHMIDT P J INVESTMENT MANAGEMENT INC new | 40,047 | $1M | 0.0% | 2026-Q1 |
| Birchwood Financial Partners, Inc. added | 39,647 | $1M | 0.0% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 35,501 | $899K | 0.0% | 2026-Q1 |
| EARNED WEALTH ADVISORS, LLC added | 35,395 | $896K | 0.0% | 2026-Q1 |
| STIFEL FINANCIAL CORP added | 35,365 | $895K | 0.0% | 2026-Q1 |
| VestGen Advisors, LLC new | 32,938 | $842K | 0.0% | 2026-Q1 |
| Arkadios Wealth Advisors added | 32,309 | $818K | 0.0% | 2026-Q1 |
| VestGen Investment Management trimmed | 31,133 | $788K | 0.0% | 2026-Q1 |
| Prospera Financial Services Inc added | 31,058 | $786K | 0.0% | 2026-Q1 |
| EQ WEALTH ADVISORS, LLC added | 30,812 | $780K | 0.0% | 2026-Q1 |
| Founders Financial Alliance, LLC added | 30,500 | $772K | 0.0% | 2026-Q1 |
| UHLMANN PRICE SECURITIES, LLC added | 29,874 | $756K | 0.0% | 2026-Q1 |
| World Investment Advisors added | 29,296 | $742K | 0.0% | 2026-Q1 |
| EnRich Financial Partners LLC added | 28,868 | $731K | 0.0% | 2026-Q1 |
| Smartleaf Asset Management LLC added | 28,334 | $715K | 0.0% | 2026-Q1 |
| Integrated Wealth Concepts LLC added | 27,438 | $695K | 0.0% | 2026-Q1 |
| Nautilus Advisors LLC new | 27,154 | $688K | 0.0% | 2026-Q1 |
| CONTINENTAL INVESTORS SERVICES, INC. trimmed | 26,109 | $669K | 0.0% | 2026-Q1 |
| Ascent Group, LLC trimmed | 25,802 | $653K | 0.0% | 2026-Q1 |
| Boulder Wealth Advisors, LLC new | 121,969 | $3M | 0.1% | 2025-Q4 stale |
| NewEdge Advisors, LLC added | 37,469 | $955K | 0.0% | 2025-Q4 stale |
| Elequin Capital, LP new | 31,656 | $780K | 0.0% | 2025-Q2 stale |
| GOLDMAN SACHS GROUP INC added | 24,464 | $623K | 0.0% | 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.
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.