Who owns CGIE (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-Q1 13F filings. 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
55 tracked funds added or opened CGIE while 21 trimmed or exited it between 2025-Q4 and 2026-Q1 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
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 0.1% 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 2025-Q4 and 2026-Q1, across 159 tracked filers holding CGIE, 112 increased or opened the position and 41 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 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 6
- Linscomb Wealth, Inc.$14M
- PARK AVENUE SECURITIES LLC$2M
- Wisconsin Wealth Advisors, LLC$1M
- Junk Investment Group, LLC$1M
- LexAurum Advisors, LLC$840K
- DIVERSIFY WEALTH MANAGEMENT, LLC$681K
Full exits 6
- FLOW TRADERS U.S. LLC$4M
- AXXCESS WEALTH MANAGEMENT, LLC$1M
- Quadrature Capital Ltd$895K
- ENDEAVOR PRIVATE WEALTH, INC.$692K
- Global Retirement Partners, LLC$688K
- J.W. COLE ADVISORS, INC.$614K
Largest adds
- Bank of New York Mellon Corp$75M
- BANK OF AMERICA CORP /DE/$27M
- JONES FINANCIAL COMPANIES LLLP$25M
- ROYAL BANK OF CANADA$19M
- UBS Group AG$19M
- MORGAN STANLEY$19M
Largest trims
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$116M
- Johnson Bixby & Associates, LLC$27M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$6M
- WJ Wealth Management, LLC$5M
- Evernest Financial Advisors, LLC$3M
- GTS SECURITIES LLC$3M
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 |
|---|---|---|---|---|
| Bank of New York Mellon Corp added | 4,306,342 | $146M | 10.2% | 2026-Q1 |
| MORGAN STANLEY added | 2,808,117 | $95M | 6.6% | 2026-Q1 |
| UBS Group AG added | 2,525,534 | $85M | 6.0% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP added | 2,606,906 | $85M | 5.9% | 2026-Q1 |
| LPL Financial LLC added | 2,382,421 | $81M | 5.6% | 2026-Q1 |
| Cetera Investment Advisers added | 2,356,485 | $80M | 5.6% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 2,025,906 | $69M | 4.8% | 2026-Q1 |
| Venturi Wealth Management, LLC added | 1,748,274 | $59M | 4.1% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 1,709,080 | $58M | 4.0% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 1,282,678 | $43M | 3.0% | 2026-Q1 |
| Capital Group Private Client Services, Inc. added | 1,246,919 | $42M | 3.0% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 1,145,213 | $39M | 2.7% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 1,062,422 | $36M | 2.5% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 865,683 | $29M | 2.0% | 2026-Q1 |
| Merit Financial Group, LLC added | 770,904 | $26M | 1.8% | 2026-Q1 |
| LVW Advisors, LLC trimmed | 728,079 | $25M | 1.7% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 607,768 | $21M | 1.4% | 2026-Q1 |
| OSAIC HOLDINGS, INC. added | 597,153 | $20M | 1.4% | 2026-Q1 |
| STIFEL FINANCIAL CORP added | 594,622 | $20M | 1.4% | 2026-Q1 |
| Private Advisor Group, LLC trimmed | 522,812 | $18M | 1.2% | 2026-Q1 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC added | 516,496 | $17M | 1.2% | 2026-Q1 |
| Freedom Financial Partners LLC added | 447,824 | $15M | 1.1% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 433,235 | $15M | 1.0% | 2026-Q1 |
| Linscomb Wealth, Inc. new | 424,704 | $14M | 1.0% | 2026-Q1 |
| StrongBox Wealth, LLC added | 380,438 | $13M | 0.9% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 380,027 | $13M | 0.9% | 2026-Q1 |
| Evernest Financial Advisors, LLC trimmed | 340,992 | $12M | 0.8% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 355,348 | $12M | 0.8% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC added | 345,949 | $12M | 0.8% | 2026-Q1 |
| SWEENEY & MICHEL, LLC added | 324,312 | $12M | 0.8% | 2026-Q1 |
| NATIXIS ADVISORS, LLC added | 315,515 | $11M | 0.7% | 2026-Q1 |
| Stonebridge Financial Group, LLC added | 313,110 | $11M | 0.7% | 2026-Q1 |
| BANK OF MONTREAL /CAN/ added | 273,636 | $9M | 0.6% | 2026-Q1 |
| Baird Financial Group, Inc. added | 262,628 | $9M | 0.6% | 2026-Q1 |
| KWB Wealth trimmed | 215,140 | $7M | 0.5% | 2026-Q1 |
| Mendota Financial Group, LLC trimmed | 185,885 | $6M | 0.4% | 2026-Q1 |
| WJ Wealth Management, LLC trimmed | 181,390 | $6M | 0.4% | 2026-Q1 |
| Bleakley Financial Group, LLC trimmed | 179,617 | $6M | 0.4% | 2026-Q1 |
| Johnson Bixby & Associates, LLC trimmed | 161,778 | $5M | 0.4% | 2026-Q1 |
| D.A. DAVIDSON & CO. trimmed | 154,687 | $5M | 0.4% | 2026-Q1 |
| Valmark Advisers, Inc. added | 152,375 | $5M | 0.4% | 2026-Q1 |
| Burton Enright Welch added | 148,025 | $5M | 0.4% | 2026-Q1 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV added | 143,461 | $5M | 0.3% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 138,121 | $5M | 0.3% | 2026-Q1 |
| &PARTNERS added | 131,603 | $4M | 0.3% | 2026-Q1 |
| Confluence Wealth Services, Inc. | 128,777 | $4M | 0.3% | 2026-Q1 |
| Greykasell Wealth Strategies, Inc. added | 128,463 | $4M | 0.3% | 2026-Q1 |
| Kingsview Wealth Management, LLC added | 119,650 | $4M | 0.3% | 2026-Q1 |
| Rockefeller Capital Management L.P. added | 119,357 | $4M | 0.3% | 2026-Q1 |
| HARBOUR INVESTMENTS, INC. added | 108,597 | $4M | 0.3% | 2026-Q1 |
| DAVENPORT & Co LLC added | 106,678 | $4M | 0.3% | 2026-Q1 |
| Security Financial Services, INC. added | 106,649 | $4M | 0.3% | 2026-Q1 |
| Roehl & Yi Investment Advisors, LLC added | 104,434 | $4M | 0.2% | 2026-Q1 |
| Capital Analysts, LLC added | 101,143 | $3M | 0.2% | 2026-Q1 |
| Prospera Financial Services Inc added | 96,127 | $3M | 0.2% | 2026-Q1 |
| Sovran Advisors, LLC added | 89,137 | $3M | 0.2% | 2026-Q1 |
| CAPTRUST FINANCIAL ADVISORS added | 90,327 | $3M | 0.2% | 2026-Q1 |
| Bill Few Associates, Inc. added | 85,001 | $3M | 0.2% | 2026-Q1 |
| BARNES PETTEY FINANCIAL ADVISORS, LLC added | 78,548 | $3M | 0.2% | 2026-Q1 |
| Mariner, LLC added | 70,252 | $2M | 0.2% | 2026-Q1 |
| CITADEL ADVISORS LLC trimmed | 68,385 | $2M | 0.2% | 2026-Q1 |
| BlackDiamond Wealth Management, LLC added | 67,075 | $2M | 0.2% | 2026-Q1 |
| J. Derek Lewis & Associates Inc. | 58,983 | $2M | 0.1% | 2026-Q1 |
| KESTRA PRIVATE WEALTH SERVICES, LLC added | 59,988 | $2M | 0.1% | 2026-Q1 |
| Trueblood Wealth Management, LLC added | 53,188 | $2M | 0.1% | 2026-Q1 |
| Quantinno Capital Management LP trimmed | 51,451 | $2M | 0.1% | 2026-Q1 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC added | 51,176 | $2M | 0.1% | 2026-Q1 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC added | 50,873 | $2M | 0.1% | 2026-Q1 |
| PARK AVENUE SECURITIES LLC new | 50,585 | $2M | 0.1% | 2026-Q1 |
| Sanctuary Advisors, LLC added | 48,576 | $2M | 0.1% | 2026-Q1 |
| HighPoint Advisor Group LLC added | 45,378 | $2M | 0.1% | 2026-Q1 |
| GTS SECURITIES LLC trimmed | 44,279 | $1M | 0.1% | 2026-Q1 |
| Dynamic Advisor Solutions LLC added | 39,836 | $1M | 0.1% | 2026-Q1 |
| Wisconsin Wealth Advisors, LLC new | 38,720 | $1M | 0.1% | 2026-Q1 |
| Investment Planning Advisors, Inc. trimmed | 37,008 | $1M | 0.1% | 2026-Q1 |
| First Heartland Consultants, Inc. trimmed | 36,986 | $1M | 0.1% | 2026-Q1 |
| IFP Advisors, Inc added | 36,468 | $1M | 0.1% | 2026-Q1 |
| Atlas Legacy Advisors, LLC added | 35,550 | $1M | 0.1% | 2026-Q1 |
| Ausdal Financial Partners, Inc. added | 35,491 | $1M | 0.1% | 2026-Q1 |
| WARNER FINANCIAL, INC added | 35,190 | $1M | 0.1% | 2026-Q1 |
| ASHTON THOMAS SECURITIES, LLC added | 34,950 | $1M | 0.1% | 2026-Q1 |
| SITTNER & NELSON, LLC added | 33,449 | $1M | 0.1% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC trimmed | 31,207 | $1M | 0.1% | 2026-Q1 |
| American Financial Advisors, LLC trimmed | 30,334 | $1M | 0.1% | 2026-Q1 |
| Junk Investment Group, LLC new | 29,928 | $1M | 0.1% | 2026-Q1 |
| Orion Porfolio Solutions, LLC added | 28,582 | $967K | 0.1% | 2026-Q1 |
| HighTower Advisors, LLC added | 28,416 | $961K | 0.1% | 2026-Q1 |
| Walleye Partners, LLC added | 26,498 | $896K | 0.1% | 2026-Q1 |
| TD Waterhouse Canada Inc. added | 25,855 | $889K | 0.1% | 2026-Q1 |
| CLG LLC added | 24,830 | $840K | 0.1% | 2026-Q1 |
| LexAurum Advisors, LLC new | 24,830 | $840K | 0.1% | 2026-Q1 |
| SEAMOUNT FINANCIAL GROUP INC trimmed | 24,691 | $835K | 0.1% | 2026-Q1 |
| DOVER ADVISORS, LLC trimmed | 22,459 | $760K | 0.1% | 2026-Q1 |
| OLD MISSION CAPITAL LLC added | 290,791 | $10M | 0.7% | 2025-Q3 stale |
| FLOW TRADERS U.S. LLC added | 125,335 | $4M | 0.3% | 2025-Q4 stale |
| EXENCIAL WEALTH ADVISORS, LLC trimmed | 117,696 | $3M | 0.2% | 2025-Q1 stale |
| VestGen Advisors, LLC added | 43,389 | $1M | 0.1% | 2025-Q3 stale |
| AXXCESS WEALTH MANAGEMENT, LLC new | 34,441 | $1M | 0.1% | 2025-Q4 stale |
| Tyler-Stone Wealth Management added | 32,586 | $1M | 0.1% | 2025-Q2 stale |
| Quadrature Capital Ltd new | 25,703 | $895K | 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.