Who owns 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-Q2 13F filings (latest filed 2026-09-02). 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 2026-Q1 and 2026-Q2: 117 added or opened and 39 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 0.3% of theirs — a 0.1pp 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 2026-Q1 and 2026-Q2, across 347 tracked filers holding CGMS, 248 increased or opened the position and 99 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 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 20
- Schusterman Interests, LLC$50M
- Waverly Advisors, LLC$26M
- NewEdge Advisors, LLC$17M
- Markowski Investments$13M
- GOLDMAN SACHS GROUP INC$7M
- Global Retirement Partners, LLC$6M
Full exits 12
- Cambridge Investment Research Advisors, Inc.$47M
- CWM, LLC$31M
- TruWealth Advisors, LLC$24M
- Janney Montgomery Scott LLC$17M
- Sunbelt Securities, Inc.$14M
- Betterment LLC$4M
Largest adds
- LPL Financial LLC$78M
- WELLS FARGO & COMPANY/MN$72M
- Capital Advantage, Inc.$36M
- ENVESTNET ASSET MANAGEMENT INC$35M
- RAYMOND JAMES FINANCIAL INC$26M
- Cetera Investment Advisers$21M
Largest trims
- KMG FIDUCIARY PARTNERS, LLC$10M
- Mariner, LLC$7M
- CREATIVE FINANCIAL DESIGNS INC /ADV$7M
- RHL GROUP, LLC$6M
- Private Advisor Group, LLC$6M
- Gateway Wealth Partners, LLC$3M
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 | 21,684,661 | $593M | 16.8% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 9,954,981 | $272M | 7.7% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 9,076,177 | $248M | 7.0% | 2026-Q2 |
| MORGAN STANLEY added | 7,932,936 | $217M | 6.1% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 7,927,229 | $217M | 6.1% | 2026-Q2 |
| UBS Group AG added | 6,240,391 | $171M | 4.8% | 2026-Q2 |
| Cetera Investment Advisers added | 5,061,712 | $138M | 3.9% | 2026-Q2 |
| Capital Advantage, Inc. added | 3,791,682 | $104M | 2.9% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 3,334,411 | $91M | 2.6% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 3,285,180 | $90M | 2.5% | 2026-Q2 |
| GREAT VALLEY ADVISOR GROUP, INC. added | 2,845,539 | $78M | 2.2% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 2,326,317 | $64M | 1.8% | 2026-Q2 |
| STIFEL FINANCIAL CORP added | 2,195,645 | $60M | 1.7% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 1,845,865 | $50M | 1.4% | 2026-Q2 |
| Schusterman Interests, LLC new | 1,818,185 | $50M | 1.4% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 1,792,846 | $49M | 1.4% | 2026-Q2 |
| Valmark Advisers, Inc. added | 1,774,486 | $48M | 1.4% | 2026-Q2 |
| Beacon Pointe Advisors, LLC trimmed | 1,550,326 | $42M | 1.2% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 1,301,349 | $36M | 1.0% | 2026-Q2 |
| Kestra Advisory Services, LLC added | 1,271,974 | $35M | 1.0% | 2026-Q2 |
| Baird Financial Group, Inc. added | 1,136,768 | $31M | 0.9% | 2026-Q2 |
| BENJAMIN EDWARDS INC added | 960,524 | $26M | 0.7% | 2026-Q2 |
| Waverly Advisors, LLC new | 951,076 | $26M | 0.7% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 940,884 | $26M | 0.7% | 2026-Q2 |
| REGATTA CAPITAL GROUP, LLC added | 907,530 | $25M | 0.7% | 2026-Q2 |
| BlueStem Wealth Partners, LLC added | 828,507 | $23M | 0.6% | 2026-Q2 |
| TrueWealth Advisors, LLC added | 796,067 | $22M | 0.6% | 2026-Q2 |
| Winch Advisory Services, LLC added | 791,200 | $22M | 0.6% | 2026-Q2 |
| &PARTNERS added | 784,662 | $22M | 0.6% | 2026-Q2 |
| J. Derek Lewis & Associates Inc. added | 768,767 | $21M | 0.6% | 2026-Q2 |
| Compton Financial Group, LLC added | 738,465 | $20M | 0.6% | 2026-Q2 |
| STEPHENS INC /AR/ added | 729,186 | $20M | 0.6% | 2026-Q2 |
| Redhawk Wealth Advisors, Inc. trimmed | 693,381 | $19M | 0.5% | 2026-Q2 |
| EQ WEALTH ADVISORS, LLC added | 679,303 | $19M | 0.5% | 2026-Q2 |
| Entruity Wealth, LLC added | 637,736 | $17M | 0.5% | 2026-Q2 |
| Prospera Financial Services Inc added | 627,005 | $17M | 0.5% | 2026-Q2 |
| NewEdge Advisors, LLC added | 613,158 | $17M | 0.5% | 2026-Q2 |
| Per Stirling Capital Management, LLC. added | 599,845 | $16M | 0.5% | 2026-Q2 |
| Integrated Wealth Concepts LLC added | 567,499 | $16M | 0.4% | 2026-Q2 |
| VICUS CAPITAL added | 561,637 | $15M | 0.4% | 2026-Q2 |
| Private Advisor Group, LLC trimmed | 556,556 | $15M | 0.4% | 2026-Q2 |
| KWB Wealth added | 527,423 | $14M | 0.4% | 2026-Q2 |
| Centennial Wealth Advisory LLC added | 478,468 | $13M | 0.4% | 2026-Q2 |
| Markowski Investments new | 471,323 | $13M | 0.4% | 2026-Q2 |
| Smartleaf Asset Management LLC | 455,538 | $12M | 0.4% | 2026-Q2 |
| Souders Financial Advisors added | 442,298 | $12M | 0.3% | 2026-Q2 |
| Rockefeller Capital Management L.P. added | 422,630 | $12M | 0.3% | 2026-Q2 |
| Onyx Bridge Wealth Group LLC trimmed | 422,551 | $12M | 0.3% | 2026-Q2 |
| Bouvel Investment Partners, LLC added | 415,149 | $11M | 0.3% | 2026-Q2 |
| Capital Group Private Client Services, Inc. added | 415,111 | $11M | 0.3% | 2026-Q2 |
| Sanctuary Advisors, LLC added | 397,373 | $11M | 0.3% | 2026-Q2 |
| Clear Trail Advisors, LLC added | 393,663 | $11M | 0.3% | 2026-Q2 |
| Turning Point Benefit Group, Inc. added | 391,822 | $11M | 0.3% | 2026-Q2 |
| Cerity Partners LLC added | 382,360 | $10M | 0.3% | 2026-Q2 |
| Carmel Capital Partners, LLC trimmed | 369,264 | $10M | 0.3% | 2026-Q2 |
| ST GERMAIN D J CO INC trimmed | 368,318 | $10M | 0.3% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. trimmed | 337,767 | $9M | 0.3% | 2026-Q2 |
| Main Line Retirement Advisors, LLC added | 323,673 | $9M | 0.3% | 2026-Q2 |
| Kingsview Wealth Management, LLC trimmed | 323,447 | $9M | 0.2% | 2026-Q2 |
| Clarity Asset Management, Inc. added | 316,786 | $9M | 0.2% | 2026-Q2 |
| Skyline Advisors, Inc. trimmed | 313,360 | $9M | 0.2% | 2026-Q2 |
| Bond & Devick Financial Network, Inc. added | 309,593 | $8M | 0.2% | 2026-Q2 |
| Concurrent Investment Advisors, LLC added | 307,249 | $8M | 0.2% | 2026-Q2 |
| CITADEL ADVISORS LLC added | 297,020 | $8M | 0.2% | 2026-Q2 |
| BNB Wealth Management, LLC trimmed | 296,159 | $8M | 0.2% | 2026-Q2 |
| Equitable Holdings, Inc. added | 285,554 | $8M | 0.2% | 2026-Q2 |
| RPg Family Wealth Advisory, LLC added | 282,400 | $8M | 0.2% | 2026-Q2 |
| Merit Financial Group, LLC added | 277,677 | $8M | 0.2% | 2026-Q2 |
| Troutman Wealth Management, LLC added | 269,059 | $7M | 0.2% | 2026-Q2 |
| Swisher Financial Concepts, Inc. trimmed | 268,461 | $7M | 0.2% | 2026-Q2 |
| Summit Financial, LLC trimmed | 265,625 | $7M | 0.2% | 2026-Q2 |
| Thayer Financial, L.L.C. added | 258,628 | $7M | 0.2% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC trimmed | 256,593 | $7M | 0.2% | 2026-Q2 |
| LEVEL FOUR ADVISORY SERVICES, LLC added | 256,499 | $7M | 0.2% | 2026-Q2 |
| ROTHSCHILD INVESTMENT LLC added | 245,446 | $7M | 0.2% | 2026-Q2 |
| Cullen/Frost Bankers, Inc. added | 232,863 | $6M | 0.2% | 2026-Q2 |
| RHL GROUP, LLC trimmed | 231,018 | $6M | 0.2% | 2026-Q2 |
| Confluence Wealth Services, Inc. added | 227,854 | $6M | 0.2% | 2026-Q2 |
| DRIVE WEALTH MANAGEMENT, LLC added | 218,950 | $6M | 0.2% | 2026-Q2 |
| Global Retirement Partners, LLC added | 215,533 | $6M | 0.2% | 2026-Q2 |
| Stratos Wealth Partners, LTD. added | 208,913 | $6M | 0.2% | 2026-Q2 |
| Gateway Wealth Partners, LLC trimmed | 206,345 | $6M | 0.2% | 2026-Q2 |
| Strategic Family Wealth Counselors, L.L.C. added | 203,720 | $6M | 0.2% | 2026-Q2 |
| NWF Advisory Services Inc. added | 202,477 | $6M | 0.2% | 2026-Q2 |
| Vigil Wealth Management, LLC trimmed | 201,042 | $5M | 0.2% | 2026-Q2 |
| LCW Services, LLC added | 199,783 | $5M | 0.2% | 2026-Q2 |
| SILVER OAK SECURITIES, INCORPORATED added | 190,720 | $5M | 0.1% | 2026-Q2 |
| STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC added | 185,366 | $5M | 0.1% | 2026-Q2 |
| OakTrust Wealth Advisors, LLC added | 184,511 | $5M | 0.1% | 2026-Q2 |
| DAVENPORT & Co LLC added | 174,907 | $5M | 0.1% | 2026-Q2 |
| MOSAIC FAMILY WEALTH PARTNERS, LLC added | 172,813 | $5M | 0.1% | 2026-Q2 |
| Total Clarity Wealth Management, Inc. added | 172,616 | $5M | 0.1% | 2026-Q2 |
| ASSETMARK, INC added | 166,474 | $5M | 0.1% | 2026-Q2 |
| Mutual Advisors, LLC added | 163,201 | $4M | 0.1% | 2026-Q2 |
| LongView Wealth Management added | 160,235 | $4M | 0.1% | 2026-Q2 |
| LifeGoal Investments, LLC trimmed | 157,766 | $4M | 0.1% | 2026-Q2 |
| JANE STREET GROUP, LLC trimmed | 156,412 | $4M | 0.1% | 2026-Q2 |
| TRUIST FINANCIAL CORP added | 152,083 | $4M | 0.1% | 2026-Q2 |
| OneAscent Financial Services LLC added | 151,048 | $4M | 0.1% | 2026-Q2 |
| MISSION WEALTH MANAGEMENT, LP added | 146,050 | $4M | 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.