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Institutional Ownership · SEC Form 13F

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.

159
Institutional holders
42,108,587
Shares held (tracked funds)

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).

FundSharesReported value% of valueQuarter
Bank of New York Mellon Corp added4,306,342$146M10.2%2026-Q1
MORGAN STANLEY added2,808,117$95M6.6%2026-Q1
UBS Group AG added2,525,534$85M6.0%2026-Q1
JONES FINANCIAL COMPANIES LLLP added2,606,906$85M5.9%2026-Q1
LPL Financial LLC added2,382,421$81M5.6%2026-Q1
Cetera Investment Advisers added2,356,485$80M5.6%2026-Q1
ROYAL BANK OF CANADA added2,025,906$69M4.8%2026-Q1
Venturi Wealth Management, LLC added1,748,274$59M4.1%2026-Q1
BANK OF AMERICA CORP /DE/ added1,709,080$58M4.0%2026-Q1
RAYMOND JAMES FINANCIAL INC added1,282,678$43M3.0%2026-Q1
Capital Group Private Client Services, Inc. added1,246,919$42M3.0%2026-Q1
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added1,145,213$39M2.7%2026-Q1
WELLS FARGO & COMPANY/MN added1,062,422$36M2.5%2026-Q1
ENVESTNET ASSET MANAGEMENT INC added865,683$29M2.0%2026-Q1
Merit Financial Group, LLC added770,904$26M1.8%2026-Q1
LVW Advisors, LLC trimmed728,079$25M1.7%2026-Q1
COMMONWEALTH EQUITY SERVICES, LLC added607,768$21M1.4%2026-Q1
OSAIC HOLDINGS, INC. added597,153$20M1.4%2026-Q1
STIFEL FINANCIAL CORP added594,622$20M1.4%2026-Q1
Private Advisor Group, LLC trimmed522,812$18M1.2%2026-Q1
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC added516,496$17M1.2%2026-Q1
Freedom Financial Partners LLC added447,824$15M1.1%2026-Q1
JANE STREET GROUP, LLC added433,235$15M1.0%2026-Q1
Linscomb Wealth, Inc. new424,704$14M1.0%2026-Q1
StrongBox Wealth, LLC added380,438$13M0.9%2026-Q1
Kestra Advisory Services, LLC added380,027$13M0.9%2026-Q1
Evernest Financial Advisors, LLC trimmed340,992$12M0.8%2026-Q1
Cambridge Investment Research Advisors, Inc. added355,348$12M0.8%2026-Q1
MML INVESTORS SERVICES, LLC added345,949$12M0.8%2026-Q1
SWEENEY & MICHEL, LLC added324,312$12M0.8%2026-Q1
NATIXIS ADVISORS, LLC added315,515$11M0.7%2026-Q1
Stonebridge Financial Group, LLC added313,110$11M0.7%2026-Q1
BANK OF MONTREAL /CAN/ added273,636$9M0.6%2026-Q1
Baird Financial Group, Inc. added262,628$9M0.6%2026-Q1
KWB Wealth trimmed215,140$7M0.5%2026-Q1
Mendota Financial Group, LLC trimmed185,885$6M0.4%2026-Q1
WJ Wealth Management, LLC trimmed181,390$6M0.4%2026-Q1
Bleakley Financial Group, LLC trimmed179,617$6M0.4%2026-Q1
Johnson Bixby & Associates, LLC trimmed161,778$5M0.4%2026-Q1
D.A. DAVIDSON & CO. trimmed154,687$5M0.4%2026-Q1
Valmark Advisers, Inc. added152,375$5M0.4%2026-Q1
Burton Enright Welch added148,025$5M0.4%2026-Q1
NATIONS FINANCIAL GROUP INC, /IA/ /ADV added143,461$5M0.3%2026-Q1
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed138,121$5M0.3%2026-Q1
&PARTNERS added131,603$4M0.3%2026-Q1
Confluence Wealth Services, Inc.128,777$4M0.3%2026-Q1
Greykasell Wealth Strategies, Inc. added128,463$4M0.3%2026-Q1
Kingsview Wealth Management, LLC added119,650$4M0.3%2026-Q1
Rockefeller Capital Management L.P. added119,357$4M0.3%2026-Q1
HARBOUR INVESTMENTS, INC. added108,597$4M0.3%2026-Q1
DAVENPORT & Co LLC added106,678$4M0.3%2026-Q1
Security Financial Services, INC. added106,649$4M0.3%2026-Q1
Roehl & Yi Investment Advisors, LLC added104,434$4M0.2%2026-Q1
Capital Analysts, LLC added101,143$3M0.2%2026-Q1
Prospera Financial Services Inc added96,127$3M0.2%2026-Q1
Sovran Advisors, LLC added89,137$3M0.2%2026-Q1
CAPTRUST FINANCIAL ADVISORS added90,327$3M0.2%2026-Q1
Bill Few Associates, Inc. added85,001$3M0.2%2026-Q1
BARNES PETTEY FINANCIAL ADVISORS, LLC added78,548$3M0.2%2026-Q1
Mariner, LLC added70,252$2M0.2%2026-Q1
CITADEL ADVISORS LLC trimmed68,385$2M0.2%2026-Q1
BlackDiamond Wealth Management, LLC added67,075$2M0.2%2026-Q1
J. Derek Lewis & Associates Inc.58,983$2M0.1%2026-Q1
KESTRA PRIVATE WEALTH SERVICES, LLC added59,988$2M0.1%2026-Q1
Trueblood Wealth Management, LLC added53,188$2M0.1%2026-Q1
Quantinno Capital Management LP trimmed51,451$2M0.1%2026-Q1
O'SHAUGHNESSY ASSET MANAGEMENT, LLC added51,176$2M0.1%2026-Q1
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC added50,873$2M0.1%2026-Q1
PARK AVENUE SECURITIES LLC new50,585$2M0.1%2026-Q1
Sanctuary Advisors, LLC added48,576$2M0.1%2026-Q1
HighPoint Advisor Group LLC added45,378$2M0.1%2026-Q1
GTS SECURITIES LLC trimmed44,279$1M0.1%2026-Q1
Dynamic Advisor Solutions LLC added39,836$1M0.1%2026-Q1
Wisconsin Wealth Advisors, LLC new38,720$1M0.1%2026-Q1
Investment Planning Advisors, Inc. trimmed37,008$1M0.1%2026-Q1
First Heartland Consultants, Inc. trimmed36,986$1M0.1%2026-Q1
IFP Advisors, Inc added36,468$1M0.1%2026-Q1
Atlas Legacy Advisors, LLC added35,550$1M0.1%2026-Q1
Ausdal Financial Partners, Inc. added35,491$1M0.1%2026-Q1
WARNER FINANCIAL, INC added35,190$1M0.1%2026-Q1
ASHTON THOMAS SECURITIES, LLC added34,950$1M0.1%2026-Q1
SITTNER & NELSON, LLC added33,449$1M0.1%2026-Q1
AMERIPRISE FINANCIAL INC trimmed31,207$1M0.1%2026-Q1
American Financial Advisors, LLC trimmed30,334$1M0.1%2026-Q1
Junk Investment Group, LLC new29,928$1M0.1%2026-Q1
Orion Porfolio Solutions, LLC added28,582$967K0.1%2026-Q1
HighTower Advisors, LLC added28,416$961K0.1%2026-Q1
Walleye Partners, LLC added26,498$896K0.1%2026-Q1
TD Waterhouse Canada Inc. added25,855$889K0.1%2026-Q1
CLG LLC added24,830$840K0.1%2026-Q1
LexAurum Advisors, LLC new24,830$840K0.1%2026-Q1
SEAMOUNT FINANCIAL GROUP INC trimmed24,691$835K0.1%2026-Q1
DOVER ADVISORS, LLC trimmed22,459$760K0.1%2026-Q1
OLD MISSION CAPITAL LLC added290,791$10M0.7%2025-Q3 stale
FLOW TRADERS U.S. LLC added125,335$4M0.3%2025-Q4 stale
EXENCIAL WEALTH ADVISORS, LLC trimmed117,696$3M0.2%2025-Q1 stale
VestGen Advisors, LLC added43,389$1M0.1%2025-Q3 stale
AXXCESS WEALTH MANAGEMENT, LLC new34,441$1M0.1%2025-Q4 stale
Tyler-Stone Wealth Management added32,586$1M0.1%2025-Q2 stale
Quadrature Capital Ltd new25,703$895K0.1%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.

HoldersTotal shares

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.

Learn how to read institutional ownership