Who owns CGMS (CGMS)
Which tracked institutional funds hold CGMS, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See CGMS 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 CGMS is one-sided between 2025-Q4 and 2026-Q1: 108 added or opened and 35 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
CGMS’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 0.4% of theirs — a 0.2pp gap the other way — the median holder sizes CGMS more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in CGMS 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 325 tracked filers holding CGMS, 241 increased or opened the position and 84 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 CGMS 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 12
- Clear Trail Advisors, LLC$10M
- Clarity Asset Management, Inc.$8M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$4M
- KINTRA WEALTH, LLC$1M
- FIFTH THIRD BANCORP$1M
- B. Riley Wealth Advisors, Inc.$1M
Full exits 12
- NewEdge Advisors, LLC$12M
- GOLDMAN SACHS GROUP INC$10M
- Global Retirement Partners, LLC$3M
- Forthright Family Wealth Advisory LLC$3M
- FLOW TRADERS U.S. LLC$2M
- ROVIN CAPITAL /UT/ /ADV$2M
Largest adds
- LPL Financial LLC$90M
- WELLS FARGO & COMPANY/MN$51M
- RAYMOND JAMES FINANCIAL INC$47M
- ENVESTNET ASSET MANAGEMENT INC$39M
- UBS Group AG$31M
- Valmark Advisers, Inc.$24M
Largest trims
- WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$13M
- Mariner, LLC$11M
- Atria Investments, Inc$11M
- GREAT VALLEY ADVISOR GROUP, INC.$9M
- Kestra Investment Management, LLC$7M
- Crumly & Associates Inc.$6M
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 | 18,902,820 | $515M | 16.3% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 7,816,803 | $213M | 6.8% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 7,364,503 | $201M | 6.4% | 2026-Q1 |
| MORGAN STANLEY added | 7,181,175 | $196M | 6.2% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 6,998,730 | $191M | 6.1% | 2026-Q1 |
| UBS Group AG added | 5,618,936 | $153M | 4.9% | 2026-Q1 |
| Cetera Investment Advisers added | 4,296,149 | $117M | 3.7% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 3,455,372 | $94M | 3.0% | 2026-Q1 |
| GREAT VALLEY ADVISOR GROUP, INC. trimmed | 2,737,834 | $75M | 2.4% | 2026-Q1 |
| OSAIC HOLDINGS, INC. added | 2,687,676 | $73M | 2.3% | 2026-Q1 |
| Capital Advantage, Inc. added | 2,498,780 | $68M | 2.2% | 2026-Q1 |
| STIFEL FINANCIAL CORP added | 1,904,613 | $52M | 1.6% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP added | 1,825,470 | $49M | 1.6% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 1,786,838 | $49M | 1.5% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 1,731,263 | $47M | 1.5% | 2026-Q1 |
| Beacon Pointe Advisors, LLC added | 1,561,288 | $43M | 1.3% | 2026-Q1 |
| Valmark Advisers, Inc. added | 1,525,745 | $42M | 1.3% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC added | 1,363,172 | $37M | 1.2% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 1,270,920 | $35M | 1.1% | 2026-Q1 |
| CWM, LLC added | 1,130,597 | $31M | 1.0% | 2026-Q1 |
| Baird Financial Group, Inc. added | 1,052,298 | $29M | 0.9% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 987,033 | $27M | 0.9% | 2026-Q1 |
| TruWealth Advisors, LLC added | 870,241 | $24M | 0.8% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 854,690 | $23M | 0.7% | 2026-Q1 |
| REGATTA CAPITAL GROUP, LLC added | 837,226 | $23M | 0.7% | 2026-Q1 |
| TrueWealth Advisors, LLC added | 788,795 | $21M | 0.7% | 2026-Q1 |
| Winch Advisory Services, LLC added | 779,954 | $21M | 0.7% | 2026-Q1 |
| Private Advisor Group, LLC added | 770,450 | $21M | 0.7% | 2026-Q1 |
| BENJAMIN EDWARDS INC added | 724,301 | $20M | 0.6% | 2026-Q1 |
| Redhawk Wealth Advisors, Inc. added | 707,785 | $19M | 0.6% | 2026-Q1 |
| STEPHENS INC /AR/ added | 703,100 | $19M | 0.6% | 2026-Q1 |
| BlueStem Wealth Partners, LLC added | 693,961 | $19M | 0.6% | 2026-Q1 |
| EQ WEALTH ADVISORS, LLC added | 638,390 | $17M | 0.6% | 2026-Q1 |
| J. Derek Lewis & Associates Inc. | 616,657 | $17M | 0.5% | 2026-Q1 |
| Janney Montgomery Scott LLC added | 621,055 | $17M | 0.5% | 2026-Q1 |
| Prospera Financial Services Inc added | 609,326 | $17M | 0.5% | 2026-Q1 |
| &PARTNERS added | 566,123 | $15M | 0.5% | 2026-Q1 |
| Sunbelt Securities, Inc. added | 516,085 | $14M | 0.4% | 2026-Q1 |
| Per Stirling Capital Management, LLC. added | 510,734 | $14M | 0.4% | 2026-Q1 |
| VICUS CAPITAL added | 497,504 | $14M | 0.4% | 2026-Q1 |
| Centennial Wealth Advisory LLC added | 453,756 | $12M | 0.4% | 2026-Q1 |
| Smartleaf Asset Management LLC added | 455,538 | $12M | 0.4% | 2026-Q1 |
| RHL GROUP, LLC added | 451,606 | $12M | 0.4% | 2026-Q1 |
| Onyx Bridge Wealth Group LLC added | 428,985 | $12M | 0.4% | 2026-Q1 |
| Rockefeller Capital Management L.P. trimmed | 417,804 | $11M | 0.4% | 2026-Q1 |
| Capital Group Private Client Services, Inc. added | 414,296 | $11M | 0.4% | 2026-Q1 |
| Souders Financial Advisors added | 413,626 | $11M | 0.4% | 2026-Q1 |
| Kingsview Wealth Management, LLC added | 404,251 | $11M | 0.3% | 2026-Q1 |
| KMG FIDUCIARY PARTNERS, LLC added | 398,120 | $11M | 0.3% | 2026-Q1 |
| Integrated Wealth Concepts LLC added | 395,509 | $11M | 0.3% | 2026-Q1 |
| Entruity Wealth, LLC added | 395,401 | $11M | 0.3% | 2026-Q1 |
| Sanctuary Advisors, LLC added | 377,176 | $10M | 0.3% | 2026-Q1 |
| Carmel Capital Partners, LLC added | 372,971 | $10M | 0.3% | 2026-Q1 |
| ST GERMAIN D J CO INC trimmed | 368,570 | $10M | 0.3% | 2026-Q1 |
| KWB Wealth trimmed | 358,277 | $10M | 0.3% | 2026-Q1 |
| Clear Trail Advisors, LLC new | 357,224 | $10M | 0.3% | 2026-Q1 |
| HARBOUR INVESTMENTS, INC. added | 344,287 | $9M | 0.3% | 2026-Q1 |
| Summit Financial, LLC added | 343,822 | $9M | 0.3% | 2026-Q1 |
| Skyline Advisors, Inc. trimmed | 343,313 | $9M | 0.3% | 2026-Q1 |
| BNB Wealth Management, LLC added | 338,717 | $9M | 0.3% | 2026-Q1 |
| Gateway Wealth Partners, LLC added | 331,940 | $9M | 0.3% | 2026-Q1 |
| Main Line Retirement Advisors, LLC added | 316,978 | $9M | 0.3% | 2026-Q1 |
| Clarity Asset Management, Inc. new | 296,946 | $8M | 0.3% | 2026-Q1 |
| Bond & Devick Financial Network, Inc. added | 296,215 | $8M | 0.3% | 2026-Q1 |
| Mariner, LLC trimmed | 284,746 | $8M | 0.2% | 2026-Q1 |
| Cerity Partners LLC added | 280,434 | $8M | 0.2% | 2026-Q1 |
| RPg Family Wealth Advisory, LLC added | 278,148 | $8M | 0.2% | 2026-Q1 |
| Swisher Financial Concepts, Inc. added | 277,457 | $8M | 0.2% | 2026-Q1 |
| Compton Financial Group, LLC added | 276,997 | $8M | 0.2% | 2026-Q1 |
| CREATIVE FINANCIAL DESIGNS INC /ADV added | 271,950 | $7M | 0.2% | 2026-Q1 |
| Concurrent Investment Advisors, LLC trimmed | 270,327 | $7M | 0.2% | 2026-Q1 |
| Troutman Wealth Management, LLC added | 262,108 | $7M | 0.2% | 2026-Q1 |
| Thayer Financial, L.L.C. trimmed | 249,324 | $7M | 0.2% | 2026-Q1 |
| Merit Financial Group, LLC added | 242,354 | $7M | 0.2% | 2026-Q1 |
| ROTHSCHILD INVESTMENT LLC added | 226,350 | $6M | 0.2% | 2026-Q1 |
| Bouvel Investment Partners, LLC trimmed | 225,998 | $6M | 0.2% | 2026-Q1 |
| Confluence Wealth Services, Inc. trimmed | 222,628 | $6M | 0.2% | 2026-Q1 |
| Equitable Holdings, Inc. added | 216,147 | $6M | 0.2% | 2026-Q1 |
| LEVEL FOUR ADVISORY SERVICES, LLC added | 211,730 | $6M | 0.2% | 2026-Q1 |
| Vigil Wealth Management, LLC added | 210,458 | $6M | 0.2% | 2026-Q1 |
| Cullen/Frost Bankers, Inc. added | 207,948 | $6M | 0.2% | 2026-Q1 |
| CITADEL ADVISORS LLC added | 205,205 | $6M | 0.2% | 2026-Q1 |
| Strategic Family Wealth Counselors, L.L.C. added | 201,513 | $5M | 0.2% | 2026-Q1 |
| NWF Advisory Services Inc. added | 200,348 | $5M | 0.2% | 2026-Q1 |
| DRIVE WEALTH MANAGEMENT, LLC trimmed | 194,938 | $5M | 0.2% | 2026-Q1 |
| LCW Services, LLC added | 189,137 | $5M | 0.2% | 2026-Q1 |
| Stratos Wealth Partners, LTD. added | 188,059 | $5M | 0.2% | 2026-Q1 |
| SILVER OAK SECURITIES, INCORPORATED added | 184,881 | $5M | 0.2% | 2026-Q1 |
| STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC trimmed | 177,410 | $5M | 0.2% | 2026-Q1 |
| OakTrust Wealth Advisors, LLC added | 176,317 | $5M | 0.2% | 2026-Q1 |
| NOVEM GROUP added | 165,832 | $5M | 0.1% | 2026-Q1 |
| Turning Point Benefit Group, Inc. trimmed | 158,686 | $4M | 0.1% | 2026-Q1 |
| LifeGoal Investments, LLC added | 158,364 | $4M | 0.1% | 2026-Q1 |
| Betterment LLC trimmed | 156,340 | $4M | 0.1% | 2026-Q1 |
| NewEdge Advisors, LLC added | 439,459 | $12M | 0.4% | 2025-Q4 stale |
| JANE STREET GROUP, LLC added | 418,054 | $12M | 0.4% | 2025-Q3 stale |
| GOLDMAN SACHS GROUP INC added | 376,386 | $10M | 0.3% | 2025-Q4 stale |
| Atria Wealth Solutions, Inc. trimmed | 354,998 | $10M | 0.3% | 2025-Q2 stale |
| Creekmur Asset Management LLC trimmed | 253,264 | $7M | 0.2% | 2025-Q3 stale |
| Blue Investment Partners LLC added | 147,009 | $4M | 0.1% | 2025-Q1 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.