Who owns CGIC
Which tracked institutional funds hold CGIC, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See CGIC company fundamentals →
Ownership as of the 2026-Q1 13F filings (latest filed 2026-05-15). 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 CGIC is one-sided between 2025-Q4 and 2026-Q1: 82 added or opened and 10 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
CGIC’s largest tracked holder by dollar value, LPL Financial LLC, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.1% of theirs — a 0.0pp gap the other way — the median holder sizes CGIC more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in CGIC 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 186 tracked filers holding CGIC, 152 increased or opened the position and 28 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 CGIC 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 22
- Johnson Bixby & Associates, LLC$27M
- Royal Harbor Partners, LLC$5M
- KPP Advisory Services LLC$4M
- Lineweaver Wealth Advisors, LLC$4M
- FLOW TRADERS U.S. LLC$3M
- UBS Group AG$2M
Full exits 4
- NewEdge Advisors, LLC$16M
- OLD MISSION CAPITAL LLC$6M
- ORG Partners LLC$2M
- Janney Montgomery Scott LLC$867K
Largest adds
- LPL Financial LLC$75M
- RAYMOND JAMES FINANCIAL INC$33M
- ROYAL BANK OF CANADA$31M
- WELLS FARGO & COMPANY/MN$20M
- Capital Group Private Client Services, Inc.$19M
- COMMONWEALTH EQUITY SERVICES, LLC$18M
Largest trims
- JANE STREET GROUP, LLC$3M
- CMC Financial Group$2M
- CENTAURUS FINANCIAL, INC.$992K
- Amplius Wealth Advisors, LLC$704K
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$516K
- Souders Financial Advisors$251K
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 | 4,993,050 | $165M | 14.2% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 3,271,206 | $108M | 9.3% | 2026-Q1 |
| OSAIC HOLDINGS, INC. added | 2,663,298 | $88M | 7.6% | 2026-Q1 |
| Capital Group Private Client Services, Inc. added | 2,197,241 | $73M | 6.3% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 1,733,573 | $57M | 4.9% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 1,307,116 | $43M | 3.7% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 1,192,466 | $39M | 3.4% | 2026-Q1 |
| Merit Financial Group, LLC added | 1,131,539 | $37M | 3.2% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 997,667 | $33M | 2.8% | 2026-Q1 |
| Amplius Wealth Advisors, LLC trimmed | 992,381 | $33M | 2.8% | 2026-Q1 |
| Cetera Investment Advisers added | 827,453 | $27M | 2.4% | 2026-Q1 |
| Johnson Bixby & Associates, LLC new | 825,821 | $27M | 2.4% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP added | 730,725 | $24M | 2.0% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 605,396 | $20M | 1.7% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC added | 565,565 | $19M | 1.6% | 2026-Q1 |
| D.A. DAVIDSON & CO. added | 555,174 | $18M | 1.6% | 2026-Q1 |
| SK Wealth Management, LLC added | 520,740 | $17M | 1.5% | 2026-Q1 |
| STIFEL FINANCIAL CORP added | 496,769 | $16M | 1.4% | 2026-Q1 |
| Private Advisor Group, LLC added | 490,501 | $16M | 1.4% | 2026-Q1 |
| Gerber Kawasaki Wealth & Investment Management added | 471,124 | $16M | 1.3% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 403,474 | $13M | 1.2% | 2026-Q1 |
| First Heartland Consultants, Inc. added | 400,919 | $13M | 1.1% | 2026-Q1 |
| Souders Financial Advisors trimmed | 360,747 | $12M | 1.0% | 2026-Q1 |
| Sound View Wealth Advisors Group, LLC added | 330,562 | $11M | 0.9% | 2026-Q1 |
| BIP Wealth, LLC trimmed | 297,561 | $10M | 0.8% | 2026-Q1 |
| Steward Partners Investment Advisory, LLC added | 245,979 | $8M | 0.7% | 2026-Q1 |
| Farther Finance Advisors, LLC added | 234,621 | $8M | 0.7% | 2026-Q1 |
| Confluence Wealth Services, Inc. added | 199,731 | $7M | 0.6% | 2026-Q1 |
| Equitable Holdings, Inc. added | 195,999 | $6M | 0.5% | 2026-Q1 |
| INDEPENDENT FINANCIAL GROUP, LLC added | 181,312 | $6M | 0.5% | 2026-Q1 |
| Mutual Advisors, LLC added | 169,581 | $6M | 0.5% | 2026-Q1 |
| VICUS CAPITAL added | 166,236 | $6M | 0.5% | 2026-Q1 |
| &PARTNERS added | 163,588 | $5M | 0.5% | 2026-Q1 |
| Royal Harbor Partners, LLC trimmed | 161,174 | $5M | 0.5% | 2026-Q1 |
| DAVENPORT & Co LLC added | 160,942 | $5M | 0.5% | 2026-Q1 |
| SARD WEALTH MANAGEMENT GROUP, LLC added | 159,140 | $5M | 0.5% | 2026-Q1 |
| Acorn Wealth Advisors, LLC added | 156,207 | $5M | 0.4% | 2026-Q1 |
| BNB Wealth Management, LLC added | 141,769 | $5M | 0.4% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 137,683 | $5M | 0.4% | 2026-Q1 |
| Swisher Financial Concepts, Inc. added | 135,598 | $4M | 0.4% | 2026-Q1 |
| Summit Financial, LLC added | 133,997 | $4M | 0.4% | 2026-Q1 |
| Baird Financial Group, Inc. trimmed | 130,657 | $4M | 0.4% | 2026-Q1 |
| GREAT VALLEY ADVISOR GROUP, INC. added | 123,631 | $4M | 0.4% | 2026-Q1 |
| KPP Advisory Services LLC new | 116,755 | $4M | 0.3% | 2026-Q1 |
| Orion Porfolio Solutions, LLC added | 116,430 | $4M | 0.3% | 2026-Q1 |
| J. Derek Lewis & Associates Inc. | 117,175 | $4M | 0.3% | 2026-Q1 |
| Lineweaver Wealth Advisors, LLC new | 105,872 | $4M | 0.3% | 2026-Q1 |
| ASSETMARK, INC added | 92,165 | $3M | 0.3% | 2026-Q1 |
| JANE STREET GROUP, LLC trimmed | 90,337 | $3M | 0.3% | 2026-Q1 |
| Prosperity Financial Group, Inc. added | 88,800 | $3M | 0.3% | 2026-Q1 |
| FLOW TRADERS U.S. LLC trimmed | 87,606 | $3M | 0.2% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 83,007 | $3M | 0.2% | 2026-Q1 |
| Capital Investment Advisors, LLC added | 80,363 | $3M | 0.2% | 2026-Q1 |
| NATIXIS ADVISORS, LLC added | 76,010 | $3M | 0.2% | 2026-Q1 |
| CITADEL ADVISORS LLC added | 75,563 | $3M | 0.2% | 2026-Q1 |
| UBS Group AG added | 74,141 | $2M | 0.2% | 2026-Q1 |
| Rothschild Wealth LLC trimmed | 73,410 | $2M | 0.2% | 2026-Q1 |
| HARBOUR INVESTMENTS, INC. added | 71,246 | $2M | 0.2% | 2026-Q1 |
| Aprio Wealth Management, LLC added | 70,116 | $2M | 0.2% | 2026-Q1 |
| Strategic Blueprint, LLC added | 69,007 | $2M | 0.2% | 2026-Q1 |
| BENJAMIN EDWARDS INC added | 59,824 | $2M | 0.2% | 2026-Q1 |
| CAPTRUST FINANCIAL ADVISORS added | 58,281 | $2M | 0.2% | 2026-Q1 |
| TritonPoint Partners, LLC new | 53,885 | $2M | 0.2% | 2026-Q1 |
| PCG Wealth Advisors, LLC added | 53,517 | $2M | 0.2% | 2026-Q1 |
| FOUNDERS FINANCIAL SECURITIES LLC added | 50,609 | $2M | 0.2% | 2026-Q1 |
| CMC Financial Group trimmed | 52,830 | $2M | 0.2% | 2026-Q1 |
| Concurrent Investment Advisors, LLC new | 50,260 | $2M | 0.1% | 2026-Q1 |
| Betterment LLC new | 49,757 | $2M | 0.1% | 2026-Q1 |
| Geneos Wealth Management Inc. added | 48,351 | $2M | 0.1% | 2026-Q1 |
| NWF Advisory Services Inc. added | 47,719 | $2M | 0.1% | 2026-Q1 |
| U.S. Capital Wealth Advisors, LLC added | 47,238 | $2M | 0.1% | 2026-Q1 |
| KINTRA WEALTH, LLC new | 47,190 | $2M | 0.1% | 2026-Q1 |
| Main Line Retirement Advisors, LLC added | 45,588 | $2M | 0.1% | 2026-Q1 |
| Keystone Wealth Services, LLC new | 45,155 | $1M | 0.1% | 2026-Q1 |
| Envestnet Portfolio Solutions, Inc. added | 44,019 | $1M | 0.1% | 2026-Q1 |
| SITTNER & NELSON, LLC added | 41,869 | $1M | 0.1% | 2026-Q1 |
| World Investment Advisors added | 40,992 | $1M | 0.1% | 2026-Q1 |
| Capital International Investors added | 40,128 | $1M | 0.1% | 2026-Q1 |
| Kingsview Wealth Management, LLC added | 39,706 | $1M | 0.1% | 2026-Q1 |
| Sigma Planning Corp added | 39,288 | $1M | 0.1% | 2026-Q1 |
| HRT FINANCIAL LP added | 37,972 | $1M | 0.1% | 2026-Q1 |
| BARNES PETTEY FINANCIAL ADVISORS, LLC added | 34,405 | $1M | 0.1% | 2026-Q1 |
| GTS SECURITIES LLC added | 34,288 | $1M | 0.1% | 2026-Q1 |
| Cercano Management LLC | 32,733 | $1M | 0.1% | 2026-Q1 |
| Qube Research & Technologies Ltd new | 32,599 | $1M | 0.1% | 2026-Q1 |
| NerdWallet Wealth Partners, LLC added | 31,806 | $1M | 0.1% | 2026-Q1 |
| Advisory Services Network, LLC added | 31,032 | $1M | 0.1% | 2026-Q1 |
| SCHMIDT P J INVESTMENT MANAGEMENT INC added | 30,669 | $1M | 0.1% | 2026-Q1 |
| BlueChip Wealth Advisors LLC new | 29,614 | $981K | 0.1% | 2026-Q1 |
| CERTIOR FINANCIAL GROUP, LLC added | 29,249 | $968K | 0.1% | 2026-Q1 |
| Moors & Cabot, Inc. new | 26,045 | $862K | 0.1% | 2026-Q1 |
| Sowell Financial Services LLC added | 25,188 | $834K | 0.1% | 2026-Q1 |
| TCFG WEALTH MANAGEMENT, LLC added | 24,941 | $826K | 0.1% | 2026-Q1 |
| TCFG Investment Advisors, LLC new | 24,941 | $826K | 0.1% | 2026-Q1 |
| NewEdge Advisors, LLC added | 483,756 | $16M | 1.4% | 2025-Q4 stale |
| OLD MISSION CAPITAL LLC added | 189,798 | $6M | 0.5% | 2025-Q4 stale |
| Patriot Financial Group Insurance Agency, LLC added | 96,759 | $3M | 0.2% | 2025-Q2 stale |
| ORG Partners LLC added | 57,580 | $2M | 0.2% | 2025-Q4 stale |
| FUTURE YOU WEALTH LLC new | 42,561 | $1M | 0.1% | 2025-Q2 stale |
| Janney Montgomery Scott LLC added | 26,677 | $867K | 0.1% | 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.