Who owns CGMM
Which tracked institutional funds hold CGMM, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See CGMM 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 CGMM is one-sided between 2026-Q1 and 2026-Q2: 115 added or opened and 11 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
CGMM’s largest tracked holder by dollar value, LPL Financial LLC, sizes it at 0.2% of its own reported 13F book, while the median holder sizes it at 0.1% of theirs — a 0.1pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in CGMM 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 218 tracked filers holding CGMM, 177 increased or opened the position and 50 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 CGMM 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 15
- NewEdge Advisors, LLC$27M
- MACQUARIE GROUP LTD$15M
- KWB Wealth$13M
- BANK OF AMERICA CORP /DE/$5M
- Vise Technologies, Inc.$2M
- R2 Capital Strategies, LLC$2M
Full exits 6
- Cambridge Investment Research Advisors, Inc.$15M
- NATIXIS ADVISORS, LLC$8M
- HighTower Advisors, LLC$2M
- Richmond Investment Services, LLC$940K
- GOLDMAN SACHS GROUP INC$606K
- Capital Analysts, LLC$533K
Largest adds
- LPL Financial LLC$320M
- ENVESTNET ASSET MANAGEMENT INC$78M
- WELLS FARGO & COMPANY/MN$66M
- Pathstone Holdings, LLC$46M
- JONES FINANCIAL COMPANIES LLLP$39M
- OSAIC HOLDINGS, INC.$31M
Largest trims
- Kestra Investment Management, LLC$7M
- Concurrent Investment Advisors, LLC$4M
- Mariner, LLC$2M
- National Wealth Management Group, LLC$1M
- Merited Wealth, LLC$979K
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 |
|---|---|---|---|---|
| LPL Financial LLC added | 21,475,187 | $708M | 27.7% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 10,481,145 | $346M | 13.5% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 4,714,240 | $155M | 6.1% | 2026-Q2 |
| Pathstone Holdings, LLC added | 2,904,910 | $96M | 3.7% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 2,507,602 | $81M | 3.2% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 2,443,779 | $81M | 3.2% | 2026-Q2 |
| Cetera Investment Advisers added | 2,276,254 | $75M | 2.9% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 1,573,652 | $52M | 2.0% | 2026-Q2 |
| Merit Financial Group, LLC added | 1,407,335 | $46M | 1.8% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 1,325,925 | $44M | 1.7% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 1,235,373 | $41M | 1.6% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 1,218,875 | $40M | 1.6% | 2026-Q2 |
| SEI INVESTMENTS CO added | 1,192,327 | $39M | 1.5% | 2026-Q2 |
| CAPTRUST FINANCIAL ADVISORS added | 1,131,525 | $37M | 1.5% | 2026-Q2 |
| ASSETMARK, INC added | 1,104,735 | $36M | 1.4% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 1,077,007 | $36M | 1.4% | 2026-Q2 |
| Kestra Advisory Services, LLC added | 998,736 | $33M | 1.3% | 2026-Q2 |
| STIFEL FINANCIAL CORP added | 955,775 | $32M | 1.2% | 2026-Q2 |
| Capital Group Private Client Services, Inc. added | 955,714 | $32M | 1.2% | 2026-Q2 |
| NewEdge Advisors, LLC added | 824,209 | $27M | 1.1% | 2026-Q2 |
| Ergawealth Advisors, Inc. added | 815,624 | $27M | 1.1% | 2026-Q2 |
| BENJAMIN EDWARDS INC added | 801,560 | $26M | 1.0% | 2026-Q2 |
| Kestra Investment Management, LLC trimmed | 744,539 | $25M | 1.0% | 2026-Q2 |
| Presper Financial Architects, LLC added | 641,960 | $21M | 0.8% | 2026-Q2 |
| &PARTNERS added | 552,692 | $18M | 0.7% | 2026-Q2 |
| Main Line Retirement Advisors, LLC trimmed | 511,035 | $17M | 0.7% | 2026-Q2 |
| Baird Financial Group, Inc. added | 509,926 | $17M | 0.7% | 2026-Q2 |
| Valmark Advisers, Inc. added | 468,806 | $15M | 0.6% | 2026-Q2 |
| MACQUARIE GROUP LTD new | 460,000 | $15M | 0.6% | 2026-Q2 |
| Strategic Blueprint, LLC added | 458,668 | $15M | 0.6% | 2026-Q2 |
| Compton Financial Group, LLC added | 457,700 | $15M | 0.6% | 2026-Q2 |
| STEPHENS INC /AR/ added | 404,504 | $13M | 0.5% | 2026-Q2 |
| KWB Wealth new | 379,650 | $13M | 0.5% | 2026-Q2 |
| Rockefeller Capital Management L.P. added | 372,277 | $12M | 0.5% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 311,525 | $10M | 0.4% | 2026-Q2 |
| Souders Financial Advisors added | 305,649 | $10M | 0.4% | 2026-Q2 |
| Vestmark Advisory Solutions, Inc. added | 303,954 | $10M | 0.4% | 2026-Q2 |
| Coign Capital Advisors LLC added | 286,923 | $9M | 0.4% | 2026-Q2 |
| Orion Porfolio Solutions, LLC added | 282,307 | $9M | 0.4% | 2026-Q2 |
| J. Derek Lewis & Associates Inc. added | 281,626 | $9M | 0.4% | 2026-Q2 |
| GREAT VALLEY ADVISOR GROUP, INC. added | 270,456 | $9M | 0.3% | 2026-Q2 |
| Essex Financial Services, Inc. added | 215,247 | $7M | 0.3% | 2026-Q2 |
| Equitable Holdings, Inc. added | 213,117 | $7M | 0.3% | 2026-Q2 |
| CARY STREET PARTNERS FINANCIAL LLC added | 190,437 | $6M | 0.2% | 2026-Q2 |
| Private Advisor Group, LLC added | 190,130 | $6M | 0.2% | 2026-Q2 |
| National Wealth Management Group, LLC trimmed | 179,661 | $6M | 0.2% | 2026-Q2 |
| Royal Harbor Partners, LLC added | 175,902 | $6M | 0.2% | 2026-Q2 |
| Concurrent Investment Advisors, LLC trimmed | 165,625 | $5M | 0.2% | 2026-Q2 |
| Smartleaf Asset Management LLC | 164,361 | $5M | 0.2% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 159,931 | $5M | 0.2% | 2026-Q2 |
| Per Stirling Capital Management, LLC. trimmed | 156,930 | $5M | 0.2% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. added | 155,166 | $5M | 0.2% | 2026-Q2 |
| TRUIST FINANCIAL CORP added | 148,932 | $5M | 0.2% | 2026-Q2 |
| DAVENPORT & Co LLC added | 146,308 | $5M | 0.2% | 2026-Q2 |
| Smith Thornton Advisors LLC added | 145,026 | $5M | 0.2% | 2026-Q2 |
| Aprio Wealth Management, LLC added | 143,654 | $5M | 0.2% | 2026-Q2 |
| INDEPENDENT FINANCIAL GROUP, LLC added | 143,030 | $5M | 0.2% | 2026-Q2 |
| Laurel Wealth Planning LLC added | 140,924 | $5M | 0.2% | 2026-Q2 |
| StoneCrest Wealth Management, Inc. added | 139,716 | $5M | 0.2% | 2026-Q2 |
| Sigma Planning Corp added | 139,127 | $5M | 0.2% | 2026-Q2 |
| Envestnet Portfolio Solutions, Inc. added | 137,808 | $5M | 0.2% | 2026-Q2 |
| Cullen/Frost Bankers, Inc. added | 133,823 | $4M | 0.2% | 2026-Q2 |
| BNB Wealth Management, LLC trimmed | 130,610 | $4M | 0.2% | 2026-Q2 |
| Wealth Science Advisors LLC added | 130,103 | $4M | 0.2% | 2026-Q2 |
| NavPoint Financial, Inc. added | 127,106 | $4M | 0.2% | 2026-Q2 |
| PRINCIPAL SECURITIES, INC. added | 125,820 | $4M | 0.2% | 2026-Q2 |
| Tradition Wealth Management, LLC trimmed | 124,541 | $4M | 0.2% | 2026-Q2 |
| Mutual Advisors, LLC added | 111,477 | $4M | 0.1% | 2026-Q2 |
| Boyer Financial Services, Inc. added | 98,023 | $3M | 0.1% | 2026-Q2 |
| Atria Investments, Inc added | 92,004 | $3M | 0.1% | 2026-Q2 |
| Gateway Wealth Partners, LLC trimmed | 91,946 | $3M | 0.1% | 2026-Q2 |
| A&I FINANCIAL SERVICES, LLC added | 83,521 | $3M | 0.1% | 2026-Q2 |
| OPPENHEIMER & CO INC added | 83,390 | $3M | 0.1% | 2026-Q2 |
| PFG Advisors added | 82,104 | $3M | 0.1% | 2026-Q2 |
| NWF Advisory Services Inc. added | 80,560 | $3M | 0.1% | 2026-Q2 |
| Entruity Wealth, LLC trimmed | 80,520 | $3M | 0.1% | 2026-Q2 |
| World Investment Advisors added | 77,386 | $2M | 0.1% | 2026-Q2 |
| Venture Visionary Partners LLC added | 74,576 | $2M | 0.1% | 2026-Q2 |
| Hopwood Nicholas Hunter added | 74,531 | $2M | 0.1% | 2026-Q2 |
| FOUNDERS FINANCIAL SECURITIES LLC added | 61,354 | $2M | 0.1% | 2026-Q2 |
| Wise Wealth Partners added | 60,388 | $2M | 0.1% | 2026-Q2 |
| Beta Wealth Group, Inc. | 58,683 | $2M | 0.1% | 2026-Q2 |
| Kingsview Wealth Management, LLC trimmed | 56,101 | $2M | 0.1% | 2026-Q2 |
| Sanctuary Advisors, LLC added | 54,711 | $2M | 0.1% | 2026-Q2 |
| Bank of New York Mellon Corp added | 54,557 | $2M | 0.1% | 2026-Q2 |
| Vise Technologies, Inc. new | 53,549 | $2M | 0.1% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC added | 51,746 | $2M | 0.1% | 2026-Q2 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 51,114 | $2M | 0.1% | 2026-Q2 |
| Stratos Wealth Partners, LTD. added | 49,851 | $2M | 0.1% | 2026-Q2 |
| HighPoint Advisor Group LLC added | 49,758 | $2M | 0.1% | 2026-Q2 |
| SAGESPRING WEALTH PARTNERS, LLC added | 48,819 | $2M | 0.1% | 2026-Q2 |
| R2 Capital Strategies, LLC new | 48,614 | $2M | 0.1% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC added | 48,470 | $2M | 0.1% | 2026-Q2 |
| D.A. DAVIDSON & CO. trimmed | 48,399 | $2M | 0.1% | 2026-Q2 |
| Apollon Wealth Management, LLC added | 48,283 | $2M | 0.1% | 2026-Q2 |
| Blueprint Financial Advisors LLC added | 48,230 | $2M | 0.1% | 2026-Q2 |
| Blueprint Investment Partners LLC added | 48,230 | $2M | 0.1% | 2026-Q2 |
| Dynamic Advisor Solutions LLC added | 48,005 | $2M | 0.1% | 2026-Q2 |
| KINTRA WEALTH, LLC added | 47,672 | $2M | 0.1% | 2026-Q2 |
| Frazier Financial Advisors, LLC added | 47,081 | $2M | 0.1% | 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.