Who owns CGIE
Which tracked institutional funds hold CGIE, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See CGIE company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-19). 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 CGIE is one-sided between 2026-Q1 and 2026-Q2: 61 added or opened and 15 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
CGIE’s largest tracked holder by dollar value, Bank of New York Mellon Corp, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp gap the other way — the median holder sizes CGIE more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in CGIE 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 166 tracked filers holding CGIE, 105 increased or opened the position and 59 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 CGIE 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 6
- Equity Wealth Partners, LLC$7M
- Creative Planning$4M
- Global Retirement Partners, LLC$1M
- AXXCESS WEALTH MANAGEMENT, LLC$1M
- J.W. COLE ADVISORS, INC.$1M
- Diversify Advisory Services, LLC$715K
Full exits 7
- Cambridge Investment Research Advisors, Inc.$12M
- NATIXIS ADVISORS, LLC$11M
- Capital Analysts, LLC$3M
- PARK AVENUE SECURITIES LLC$2M
- GTS SECURITIES LLC$1M
- HighTower Advisors, LLC$961K
Largest adds
- Bank of New York Mellon Corp$103M
- JONES FINANCIAL COMPANIES LLLP$52M
- Cetera Investment Advisers$22M
- BANK OF AMERICA CORP /DE/$16M
- MORGAN STANLEY$14M
- UBS Group AG$12M
Largest trims
- JANE STREET GROUP, LLC$12M
- WJ Wealth Management, LLC$6M
- Private Advisor Group, LLC$5M
- Evernest Financial Advisors, LLC$2M
- KWB Wealth$1M
- Quantinno Capital Management LP$690K
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 |
|---|---|---|---|---|
| Bank of New York Mellon Corp added | 6,750,327 | $248M | 14.3% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 3,779,104 | $137M | 7.9% | 2026-Q2 |
| MORGAN STANLEY added | 2,963,632 | $109M | 6.3% | 2026-Q2 |
| Cetera Investment Advisers added | 2,762,255 | $102M | 5.9% | 2026-Q2 |
| UBS Group AG added | 2,657,130 | $98M | 5.6% | 2026-Q2 |
| LPL Financial LLC added | 2,415,170 | $89M | 5.1% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 2,177,635 | $80M | 4.6% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 1,997,981 | $73M | 4.2% | 2026-Q2 |
| Venturi Wealth Management, LLC added | 1,795,643 | $66M | 3.8% | 2026-Q2 |
| Capital Group Private Client Services, Inc. added | 1,417,845 | $52M | 3.0% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 1,391,420 | $51M | 3.0% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 1,182,947 | $44M | 2.5% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 1,069,903 | $39M | 2.3% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 1,019,559 | $37M | 2.2% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 823,566 | $30M | 1.8% | 2026-Q2 |
| Merit Financial Group, LLC added | 778,293 | $29M | 1.7% | 2026-Q2 |
| LVW Advisors, LLC trimmed | 662,732 | $24M | 1.4% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 641,480 | $24M | 1.4% | 2026-Q2 |
| STIFEL FINANCIAL CORP added | 630,547 | $23M | 1.3% | 2026-Q2 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC added | 617,011 | $23M | 1.3% | 2026-Q2 |
| Linscomb Wealth, Inc. added | 550,558 | $20M | 1.2% | 2026-Q2 |
| Freedom Financial Partners LLC added | 481,888 | $18M | 1.0% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 435,313 | $16M | 0.9% | 2026-Q2 |
| StrongBox Wealth, LLC trimmed | 380,063 | $14M | 0.8% | 2026-Q2 |
| PENSION & WEALTH MANAGEMENT ADVISORS, INC. added | 371,968 | $14M | 0.8% | 2026-Q2 |
| SWEENEY & MICHEL, LLC added | 350,716 | $13M | 0.8% | 2026-Q2 |
| Kestra Advisory Services, LLC trimmed | 341,097 | $13M | 0.7% | 2026-Q2 |
| Private Advisor Group, LLC trimmed | 339,193 | $12M | 0.7% | 2026-Q2 |
| Stonebridge Financial Group, LLC added | 323,726 | $12M | 0.7% | 2026-Q2 |
| Baird Financial Group, Inc. added | 290,625 | $11M | 0.6% | 2026-Q2 |
| Evernest Financial Advisors, LLC trimmed | 269,804 | $10M | 0.6% | 2026-Q2 |
| BANK OF MONTREAL /CAN/ trimmed | 266,637 | $10M | 0.6% | 2026-Q2 |
| Valmark Advisers, Inc. added | 204,118 | $8M | 0.4% | 2026-Q2 |
| Bleakley Financial Group, LLC added | 201,443 | $7M | 0.4% | 2026-Q2 |
| Mendota Financial Group, LLC trimmed | 181,524 | $7M | 0.4% | 2026-Q2 |
| Equity Wealth Partners, LLC new | 181,307 | $7M | 0.4% | 2026-Q2 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV added | 173,409 | $6M | 0.4% | 2026-Q2 |
| KWB Wealth trimmed | 170,414 | $6M | 0.4% | 2026-Q2 |
| Johnson Bixby & Associates, LLC trimmed | 153,507 | $6M | 0.3% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 152,916 | $6M | 0.3% | 2026-Q2 |
| BARNES PETTEY FINANCIAL ADVISORS, LLC added | 145,250 | $5M | 0.3% | 2026-Q2 |
| Burton Enright Welch trimmed | 142,416 | $5M | 0.3% | 2026-Q2 |
| Sovran Advisors, LLC added | 142,186 | $5M | 0.3% | 2026-Q2 |
| D.A. DAVIDSON & CO. trimmed | 137,629 | $5M | 0.3% | 2026-Q2 |
| Confluence Wealth Services, Inc. added | 136,091 | $5M | 0.3% | 2026-Q2 |
| Greykasell Wealth Strategies, Inc. added | 135,930 | $5M | 0.3% | 2026-Q2 |
| Roehl & Yi Investment Advisors, LLC added | 132,491 | $5M | 0.3% | 2026-Q2 |
| &PARTNERS trimmed | 127,894 | $5M | 0.3% | 2026-Q2 |
| DAVENPORT & Co LLC added | 117,369 | $4M | 0.2% | 2026-Q2 |
| Rockefeller Capital Management L.P. trimmed | 117,298 | $4M | 0.2% | 2026-Q2 |
| Security Financial Services, INC. trimmed | 106,497 | $4M | 0.2% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. trimmed | 97,862 | $4M | 0.2% | 2026-Q2 |
| Creative Planning new | 96,497 | $4M | 0.2% | 2026-Q2 |
| CAPTRUST FINANCIAL ADVISORS added | 96,456 | $4M | 0.2% | 2026-Q2 |
| Kingsview Wealth Management, LLC trimmed | 92,131 | $3M | 0.2% | 2026-Q2 |
| Bill Few Associates, Inc. added | 88,661 | $3M | 0.2% | 2026-Q2 |
| Prospera Financial Services Inc trimmed | 86,880 | $3M | 0.2% | 2026-Q2 |
| CITADEL ADVISORS LLC added | 84,699 | $3M | 0.2% | 2026-Q2 |
| JANE STREET GROUP, LLC trimmed | 73,754 | $3M | 0.2% | 2026-Q2 |
| J. Derek Lewis & Associates Inc. added | 71,032 | $3M | 0.2% | 2026-Q2 |
| Mariner, LLC trimmed | 69,286 | $3M | 0.1% | 2026-Q2 |
| KESTRA PRIVATE WEALTH SERVICES, LLC added | 66,957 | $2M | 0.1% | 2026-Q2 |
| IFP Advisors, Inc added | 62,784 | $2M | 0.1% | 2026-Q2 |
| BlackDiamond Wealth Management, LLC trimmed | 61,820 | $2M | 0.1% | 2026-Q2 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC added | 61,326 | $2M | 0.1% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 60,736 | $2M | 0.1% | 2026-Q2 |
| Trueblood Wealth Management, LLC added | 54,565 | $2M | 0.1% | 2026-Q2 |
| Sanctuary Advisors, LLC added | 50,942 | $2M | 0.1% | 2026-Q2 |
| CLG LLC added | 50,271 | $2M | 0.1% | 2026-Q2 |
| HighPoint Advisor Group LLC added | 49,312 | $2M | 0.1% | 2026-Q2 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC trimmed | 46,469 | $2M | 0.1% | 2026-Q2 |
| Dynamic Advisor Solutions LLC trimmed | 39,794 | $1M | 0.1% | 2026-Q2 |
| Orion Porfolio Solutions, LLC added | 39,380 | $1M | 0.1% | 2026-Q2 |
| Wisconsin Wealth Advisors, LLC added | 39,055 | $1M | 0.1% | 2026-Q2 |
| Investment Planning Advisors, Inc. added | 38,689 | $1M | 0.1% | 2026-Q2 |
| Equitable Holdings, Inc. added | 38,616 | $1M | 0.1% | 2026-Q2 |
| First Heartland Consultants, Inc. trimmed | 36,805 | $1M | 0.1% | 2026-Q2 |
| SITTNER & NELSON, LLC added | 36,629 | $1M | 0.1% | 2026-Q2 |
| WARNER FINANCIAL, INC added | 35,573 | $1M | 0.1% | 2026-Q2 |
| Ausdal Financial Partners, Inc. trimmed | 35,264 | $1M | 0.1% | 2026-Q2 |
| Atlas Legacy Advisors, LLC trimmed | 34,974 | $1M | 0.1% | 2026-Q2 |
| ASHTON THOMAS SECURITIES, LLC | 34,950 | $1M | 0.1% | 2026-Q2 |
| Junk Investment Group, LLC added | 32,749 | $1M | 0.1% | 2026-Q2 |
| Global Retirement Partners, LLC added | 30,734 | $1M | 0.1% | 2026-Q2 |
| American Financial Advisors, LLC | 30,334 | $1M | 0.1% | 2026-Q2 |
| AXXCESS WEALTH MANAGEMENT, LLC trimmed | 29,336 | $1M | 0.1% | 2026-Q2 |
| J.W. COLE ADVISORS, INC. added | 29,291 | $1M | 0.1% | 2026-Q2 |
| SEAMOUNT FINANCIAL GROUP INC added | 28,672 | $1M | 0.1% | 2026-Q2 |
| Quantinno Capital Management LP trimmed | 28,552 | $1M | 0.1% | 2026-Q2 |
| TD Waterhouse Canada Inc. added | 27,473 | $998K | 0.1% | 2026-Q2 |
| Walleye Partners, LLC added | 26,993 | $993K | 0.1% | 2026-Q2 |
| LexAurum Advisors, LLC added | 25,694 | $945K | 0.1% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC trimmed | 23,511 | $865K | 0.0% | 2026-Q2 |
| DOVER ADVISORS, LLC added | 22,629 | $788K | 0.0% | 2026-Q2 |
| SageView Advisory Group, LLC added | 21,966 | $808K | 0.0% | 2026-Q2 |
| AdvisorNet Financial, Inc trimmed | 21,718 | $799K | 0.0% | 2026-Q2 |
| SMITH, MOORE & CO. added | 20,055 | $738K | 0.0% | 2026-Q2 |
| Diversify Advisory Services, LLC added | 19,725 | $715K | 0.0% | 2026-Q2 |
| DIVERSIFY WEALTH MANAGEMENT, LLC added | 19,725 | $715K | 0.0% | 2026-Q2 |
| RM Financial Services, LLC added | 18,527 | $681K | 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.