Who owns CGMM (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-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
The tracked-fund tape on CGMM is one-sided between 2025-Q4 and 2026-Q1: 86 added or opened and 12 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 0.1% of its own reported 13F book, while the median holder sizes it at 0.1% of theirs — a 0.0pp 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 2025-Q4 and 2026-Q1, across 198 tracked filers holding CGMM, 167 increased or opened the position and 32 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 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 11
- Presper Financial Architects, LLC$19M
- GREAT VALLEY ADVISOR GROUP, INC.$7M
- Royal Harbor Partners, LLC$5M
- Per Stirling Capital Management, LLC.$5M
- Gateway Wealth Partners, LLC$3M
- Baird Financial Group, Inc.$3M
Full exits 8
- NewEdge Advisors, LLC$19M
- Janney Montgomery Scott LLC$11M
- CMC Financial Group$3M
- PARK AVENUE SECURITIES LLC$2M
- ORG Partners LLC$1M
- JANE STREET GROUP, LLC$844K
Largest adds
- LPL Financial LLC$303M
- ENVESTNET ASSET MANAGEMENT INC$57M
- Pathstone Holdings, LLC$49M
- WELLS FARGO & COMPANY/MN$43M
- JONES FINANCIAL COMPANIES LLLP$29M
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$19M
Largest trims
- Concurrent Investment Advisors, LLC$1M
- STEPHENS INC /AR/$872K
- KINGSWOOD WEALTH ADVISORS, LLC$369K
- CARY STREET PARTNERS FINANCIAL LLC$368K
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 | 13,218,454 | $388M | 22.9% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 9,119,781 | $268M | 15.8% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 3,031,453 | $89M | 5.3% | 2026-Q1 |
| OSAIC HOLDINGS, INC. added | 1,685,749 | $49M | 2.9% | 2026-Q1 |
| Pathstone Holdings, LLC added | 1,679,370 | $49M | 2.9% | 2026-Q1 |
| Cetera Investment Advisers added | 1,520,291 | $45M | 2.6% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP added | 1,478,890 | $42M | 2.5% | 2026-Q1 |
| Merit Financial Group, LLC added | 1,404,021 | $41M | 2.4% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 1,370,903 | $40M | 2.4% | 2026-Q1 |
| CAPTRUST FINANCIAL ADVISORS added | 1,112,599 | $33M | 1.9% | 2026-Q1 |
| Kestra Investment Management, LLC added | 1,077,203 | $32M | 1.9% | 2026-Q1 |
| SEI INVESTMENTS CO added | 977,455 | $29M | 1.7% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC added | 946,539 | $28M | 1.6% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 937,734 | $28M | 1.6% | 2026-Q1 |
| STIFEL FINANCIAL CORP added | 926,659 | $27M | 1.6% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 913,227 | $27M | 1.6% | 2026-Q1 |
| ASSETMARK, INC added | 890,379 | $26M | 1.5% | 2026-Q1 |
| Ergawealth Advisors, Inc. added | 794,117 | $23M | 1.4% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 793,978 | $23M | 1.4% | 2026-Q1 |
| Capital Group Private Client Services, Inc. added | 738,682 | $22M | 1.3% | 2026-Q1 |
| Presper Financial Architects, LLC new | 641,703 | $19M | 1.1% | 2026-Q1 |
| BENJAMIN EDWARDS INC added | 534,271 | $16M | 0.9% | 2026-Q1 |
| Main Line Retirement Advisors, LLC added | 523,944 | $15M | 0.9% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 518,250 | $15M | 0.9% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 495,747 | $15M | 0.9% | 2026-Q1 |
| Strategic Blueprint, LLC added | 449,631 | $13M | 0.8% | 2026-Q1 |
| &PARTNERS added | 435,324 | $13M | 0.8% | 2026-Q1 |
| STEPHENS INC /AR/ trimmed | 396,342 | $12M | 0.7% | 2026-Q1 |
| Concurrent Investment Advisors, LLC trimmed | 317,661 | $9M | 0.6% | 2026-Q1 |
| Souders Financial Advisors added | 287,605 | $8M | 0.5% | 2026-Q1 |
| Vestmark Advisory Solutions, Inc. added | 286,242 | $8M | 0.5% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 281,245 | $8M | 0.5% | 2026-Q1 |
| Coign Capital Advisors LLC added | 278,294 | $8M | 0.5% | 2026-Q1 |
| NATIXIS ADVISORS, LLC added | 267,919 | $8M | 0.5% | 2026-Q1 |
| Orion Porfolio Solutions, LLC added | 265,374 | $8M | 0.5% | 2026-Q1 |
| National Wealth Management Group, LLC added | 249,900 | $7M | 0.4% | 2026-Q1 |
| GREAT VALLEY ADVISOR GROUP, INC. new | 230,107 | $7M | 0.4% | 2026-Q1 |
| Valmark Advisers, Inc. added | 208,654 | $6M | 0.4% | 2026-Q1 |
| Rockefeller Capital Management L.P. added | 206,541 | $6M | 0.4% | 2026-Q1 |
| Compton Financial Group, LLC added | 195,976 | $6M | 0.3% | 2026-Q1 |
| CARY STREET PARTNERS FINANCIAL LLC trimmed | 180,562 | $5M | 0.3% | 2026-Q1 |
| Royal Harbor Partners, LLC new | 174,194 | $5M | 0.3% | 2026-Q1 |
| J. Derek Lewis & Associates Inc. | 170,927 | $5M | 0.3% | 2026-Q1 |
| Per Stirling Capital Management, LLC. new | 161,057 | $5M | 0.3% | 2026-Q1 |
| Smartleaf Asset Management LLC added | 164,361 | $5M | 0.3% | 2026-Q1 |
| StoneCrest Wealth Management, Inc. added | 139,692 | $4M | 0.2% | 2026-Q1 |
| BNB Wealth Management, LLC added | 133,176 | $4M | 0.2% | 2026-Q1 |
| Smith Thornton Advisors LLC added | 133,010 | $4M | 0.2% | 2026-Q1 |
| HARBOUR INVESTMENTS, INC. added | 128,667 | $4M | 0.2% | 2026-Q1 |
| Tradition Wealth Management, LLC added | 124,585 | $4M | 0.2% | 2026-Q1 |
| TRUIST FINANCIAL CORP added | 123,791 | $4M | 0.2% | 2026-Q1 |
| Laurel Wealth Planning LLC added | 121,831 | $4M | 0.2% | 2026-Q1 |
| Cullen/Frost Bankers, Inc. added | 121,501 | $4M | 0.2% | 2026-Q1 |
| Envestnet Portfolio Solutions, Inc. added | 118,246 | $3M | 0.2% | 2026-Q1 |
| Sigma Planning Corp added | 117,049 | $3M | 0.2% | 2026-Q1 |
| Gateway Wealth Partners, LLC new | 109,720 | $3M | 0.2% | 2026-Q1 |
| Essex Financial Services, Inc. added | 108,398 | $3M | 0.2% | 2026-Q1 |
| PRINCIPAL SECURITIES, INC. added | 103,089 | $3M | 0.2% | 2026-Q1 |
| NavPoint Financial, Inc. added | 102,614 | $3M | 0.2% | 2026-Q1 |
| INDEPENDENT FINANCIAL GROUP, LLC added | 101,103 | $3M | 0.2% | 2026-Q1 |
| Mariner, LLC added | 97,935 | $3M | 0.2% | 2026-Q1 |
| Baird Financial Group, Inc. new | 94,707 | $3M | 0.2% | 2026-Q1 |
| Wealth Science Advisors LLC | 93,269 | $3M | 0.2% | 2026-Q1 |
| Equitable Holdings, Inc. added | 92,520 | $3M | 0.2% | 2026-Q1 |
| Private Advisor Group, LLC added | 90,217 | $3M | 0.2% | 2026-Q1 |
| HighTower Advisors, LLC added | 84,797 | $2M | 0.1% | 2026-Q1 |
| Entruity Wealth, LLC trimmed | 81,501 | $2M | 0.1% | 2026-Q1 |
| World Investment Advisors added | 77,140 | $2M | 0.1% | 2026-Q1 |
| Boyer Financial Services, Inc. added | 76,231 | $2M | 0.1% | 2026-Q1 |
| NWF Advisory Services Inc. added | 73,623 | $2M | 0.1% | 2026-Q1 |
| A&I FINANCIAL SERVICES, LLC added | 73,051 | $2M | 0.1% | 2026-Q1 |
| Kingsview Wealth Management, LLC added | 67,771 | $2M | 0.1% | 2026-Q1 |
| Mutual Advisors, LLC added | 67,588 | $2M | 0.1% | 2026-Q1 |
| OPPENHEIMER & CO INC added | 60,282 | $2M | 0.1% | 2026-Q1 |
| Wise Wealth Partners added | 59,689 | $2M | 0.1% | 2026-Q1 |
| D.A. DAVIDSON & CO. added | 59,616 | $2M | 0.1% | 2026-Q1 |
| Beta Wealth Group, Inc. trimmed | 58,683 | $2M | 0.1% | 2026-Q1 |
| PFG Advisors added | 58,462 | $2M | 0.1% | 2026-Q1 |
| Aprio Wealth Management, LLC added | 55,771 | $2M | 0.1% | 2026-Q1 |
| FOUNDERS FINANCIAL SECURITIES LLC added | 52,974 | $2M | 0.1% | 2026-Q1 |
| Venture Visionary Partners LLC added | 53,642 | $2M | 0.1% | 2026-Q1 |
| Trademark Financial Management, LLC added | 51,685 | $2M | 0.1% | 2026-Q1 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC new | 51,114 | $2M | 0.1% | 2026-Q1 |
| Merited Wealth, LLC trimmed | 50,370 | $1M | 0.1% | 2026-Q1 |
| Atria Investments, Inc added | 49,198 | $1M | 0.1% | 2026-Q1 |
| Dynamic Advisor Solutions LLC added | 47,291 | $1M | 0.1% | 2026-Q1 |
| SAGESPRING WEALTH PARTNERS, LLC added | 47,232 | $1M | 0.1% | 2026-Q1 |
| LongView Wealth Management added | 44,245 | $1M | 0.1% | 2026-Q1 |
| Stratos Wealth Partners, LTD. added | 46,274 | $1M | 0.1% | 2026-Q1 |
| Koshinski Asset Management, Inc. added | 44,070 | $1M | 0.1% | 2026-Q1 |
| Blueprint Financial Advisors LLC added | 42,129 | $1M | 0.1% | 2026-Q1 |
| Blueprint Investment Partners LLC added | 42,129 | $1M | 0.1% | 2026-Q1 |
| Michael Brady & Co., LLC added | 42,104 | $1M | 0.1% | 2026-Q1 |
| HighPoint Advisor Group LLC added | 41,740 | $1M | 0.1% | 2026-Q1 |
| RFG Advisory, LLC added | 40,306 | $1M | 0.1% | 2026-Q1 |
| NewEdge Advisors, LLC added | 675,728 | $19M | 1.1% | 2025-Q4 stale |
| Janney Montgomery Scott LLC added | 386,967 | $11M | 0.7% | 2025-Q4 stale |
| CMC Financial Group new | 119,727 | $3M | 0.2% | 2025-Q4 stale |
| AVANTAX ADVISORY SERVICES, INC. new | 64,937 | $2M | 0.1% | 2025-Q2 stale |
| PARK AVENUE SECURITIES LLC added | 57,903 | $2M | 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.