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Institutional Ownership · SEC Form 13F

Who owns CGMU (CGMU)


Which tracked institutional funds hold CGMU, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See CGMU 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.

328
Institutional holders
173,049,094
Shares held (tracked funds)

How the tape is positioned

The tracked-fund tape on CGMU is one-sided between 2025-Q4 and 2026-Q1: 123 added or opened and 18 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

CGMU’s largest tracked holder by dollar value, Capital International Investors, sizes it at 0.3% of its own reported 13F book, while the median holder sizes it at 0.2% 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 CGMU 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 328 tracked filers holding CGMU, 255 increased or opened the position and 57 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 CGMU 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 19

  • Clear Trail Advisors, LLC$14M
  • EP Wealth Advisors, LLC$13M
  • UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$8M
  • IMPACTfolio, LLC$6M
  • FIFTH THIRD BANCORP$4M
  • Cannon Financial Strategists, Inc.$4M

Full exits 7

  • CAPITAL INSIGHT PARTNERS, LLC$13M
  • NewEdge Advisors, LLC$5M
  • COMERICA BANK$4M
  • Global Retirement Partners, LLC$3M
  • MERCER GLOBAL ADVISORS INC /ADV$2M
  • J.W. COLE ADVISORS, INC.$1M

Largest adds

  • NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$234M
  • LPL Financial LLC$91M
  • WELLS FARGO & COMPANY/MN$74M
  • JONES FINANCIAL COMPANIES LLLP$46M
  • ENVESTNET ASSET MANAGEMENT INC$46M
  • MORGAN STANLEY$34M

Largest trims

  • MML INVESTORS SERVICES, LLC$9M
  • RENAISSANCE TECHNOLOGIES LLC$6M
  • Interchange Capital Partners, LLC$2M
  • EverSource Wealth Advisors, LLC$1M
  • Modern Wealth Management, LLC$991K
  • OLD MISSION CAPITAL LLC$868K

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
Capital International Investors added46,714,705$1.3B28.3%2026-Q1
ENVESTNET ASSET MANAGEMENT INC added12,842,029$349M7.8%2026-Q1
MORGAN STANLEY added10,320,797$280M6.2%2026-Q1
LPL Financial LLC added10,156,841$276M6.1%2026-Q1
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added8,763,507$238M5.3%2026-Q1
WELLS FARGO & COMPANY/MN added7,517,389$204M4.5%2026-Q1
Cetera Investment Advisers added4,877,693$132M3.0%2026-Q1
UBS Group AG added4,376,873$119M2.6%2026-Q1
JONES FINANCIAL COMPANIES LLLP added3,950,778$107M2.4%2026-Q1
COMMONWEALTH EQUITY SERVICES, LLC added2,948,502$80M1.8%2026-Q1
RAYMOND JAMES FINANCIAL INC added2,826,031$77M1.7%2026-Q1
OSAIC HOLDINGS, INC. added2,319,575$63M1.4%2026-Q1
Cambridge Investment Research Advisors, Inc. added2,096,208$57M1.3%2026-Q1
STIFEL FINANCIAL CORP added2,092,376$57M1.3%2026-Q1
MML INVESTORS SERVICES, LLC trimmed2,060,914$56M1.2%2026-Q1
BANK OF AMERICA CORP /DE/ added1,696,201$46M1.0%2026-Q1
Blue Chip Partners, LLC added1,653,001$45M1.0%2026-Q1
Capital Group Private Client Services, Inc. added1,591,159$43M1.0%2026-Q1
GREAT VALLEY ADVISOR GROUP, INC. added1,484,020$40M0.9%2026-Q1
ROYAL BANK OF CANADA added1,352,529$37M0.8%2026-Q1
Vestmark Advisory Solutions, Inc. added1,308,427$36M0.8%2026-Q1
Venturi Wealth Management, LLC added1,267,444$34M0.8%2026-Q1
ASSETMARK, INC added1,254,071$34M0.8%2026-Q1
Confluence Wealth Services, Inc. added1,118,256$30M0.7%2026-Q1
Beacon Pointe Advisors, LLC added1,011,074$27M0.6%2026-Q1
JPMORGAN CHASE & CO added973,990$26M0.6%2026-Q1
SEI INVESTMENTS CO added965,276$26M0.6%2026-Q1
Capital Analysts, LLC added958,464$26M0.6%2026-Q1
Private Advisor Group, LLC added908,634$25M0.5%2026-Q1
Aprio Wealth Management, LLC added906,147$25M0.5%2026-Q1
NATIXIS ADVISORS, LLC added823,537$22M0.5%2026-Q1
Janney Montgomery Scott LLC added799,082$22M0.5%2026-Q1
TRUIST FINANCIAL CORP added765,238$21M0.5%2026-Q1
Larson Financial Group LLC added760,381$21M0.5%2026-Q1
J. Derek Lewis & Associates Inc.748,857$21M0.5%2026-Q1
Orion Porfolio Solutions, LLC added687,105$19M0.4%2026-Q1
JANE STREET GROUP, LLC added647,849$18M0.4%2026-Q1
Kestra Advisory Services, LLC added608,109$17M0.4%2026-Q1
HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC added559,824$15M0.3%2026-Q1
Clear Trail Advisors, LLC new512,183$14M0.3%2026-Q1
PRINCIPAL SECURITIES, INC. added498,585$14M0.3%2026-Q1
EP Wealth Advisors, LLC new494,950$13M0.3%2026-Q1
Royal Harbor Partners, LLC added453,277$12M0.3%2026-Q1
KESTRA PRIVATE WEALTH SERVICES, LLC added450,132$12M0.3%2026-Q1
EnRich Financial Partners LLC added405,604$11M0.2%2026-Q1
MB, LEVIS & ASSOCIATES, LLC added396,290$11M0.2%2026-Q1
RMR Wealth Builders added385,597$10M0.2%2026-Q1
Alliance Private Wealth, LLC added355,990$10M0.2%2026-Q1
&PARTNERS added354,536$10M0.2%2026-Q1
ROBINSON SMITH WEALTH ADVISORS LLC added349,684$9M0.2%2026-Q1
Boulder Wealth Advisors, LLC trimmed340,188$9M0.2%2026-Q1
Baird Financial Group, Inc. added338,896$9M0.2%2026-Q1
BENJAMIN EDWARDS INC added334,759$9M0.2%2026-Q1
Stonebridge Financial Group, LLC added327,750$9M0.2%2026-Q1
Hartmann Taylor Wealth Management, LLC added326,554$9M0.2%2026-Q1
Jacobi Capital Management LLC added321,164$9M0.2%2026-Q1
Gutierrez Wealth Advisory, LLC added313,043$8M0.2%2026-Q1
Koshinski Asset Management, Inc. added309,986$8M0.2%2026-Q1
BETO FINANCIAL GROUP, LLC added303,914$8M0.2%2026-Q1
Michael Brady & Co., LLC added295,546$8M0.2%2026-Q1
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC new285,973$8M0.2%2026-Q1
New England Capital Financial Advisors LLC added282,765$8M0.2%2026-Q1
Envestnet Portfolio Solutions, Inc. trimmed279,584$8M0.2%2026-Q1
Summit Financial, LLC added275,776$7M0.2%2026-Q1
Elequin Capital, LP added274,283$7M0.2%2026-Q1
McNamara Financial Services, Inc. added259,511$7M0.2%2026-Q1
Visionary Wealth Advisors added254,209$7M0.2%2026-Q1
Wealthcare Advisory Partners LLC added253,201$7M0.2%2026-Q1
Rockefeller Capital Management L.P. trimmed247,569$7M0.1%2026-Q1
Envision Financial Planning, LLC added242,502$7M0.1%2026-Q1
Ashton Thomas Private Wealth, LLC added231,583$6M0.1%2026-Q1
U.S. Capital Wealth Advisors, LLC added230,602$6M0.1%2026-Q1
Cauble & Harre Wealth Management, Inc. added224,736$6M0.1%2026-Q1
IMPACTfolio, LLC new211,614$6M0.1%2026-Q1
World Investment Advisors added205,396$6M0.1%2026-Q1
MOSAIC FAMILY WEALTH PARTNERS, LLC added202,761$6M0.1%2026-Q1
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed196,030$5M0.1%2026-Q1
Mutual Advisors, LLC added188,062$5M0.1%2026-Q1
EQ WEALTH ADVISORS, LLC added187,936$5M0.1%2026-Q1
Penney Financial, LLC added185,115$5M0.1%2026-Q1
CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC added180,439$5M0.1%2026-Q1
Sanctuary Advisors, LLC added179,894$5M0.1%2026-Q1
Total Clarity Wealth Management, Inc. added179,646$5M0.1%2026-Q1
PARK AVENUE SECURITIES LLC added170,761$5M0.1%2026-Q1
Capital Planning LLC trimmed169,086$5M0.1%2026-Q1
Cerity Partners LLC added166,632$5M0.1%2026-Q1
Cullen/Frost Bankers, Inc. added164,456$4M0.1%2026-Q1
Skyline Advisors, Inc. trimmed164,347$4M0.1%2026-Q1
Steward Partners Investment Advisory, LLC added158,272$4M0.1%2026-Q1
Equitable Holdings, Inc. added155,967$4M0.1%2026-Q1
FIFTH THIRD BANCORP new157,131$4M0.1%2026-Q1
PETREDIS INVESTMENT ADVISORS LLC added153,959$4M0.1%2026-Q1
Advyzon Investment Management, LLC added152,954$4M0.1%2026-Q1
Tower Research Capital LLC (TRC) added151,580$4M0.1%2026-Q1
Gateway Wealth Partners, LLC added150,736$4M0.1%2026-Q1
Legacy Private Trust Co. added149,213$4M0.1%2026-Q1
Orion Portfolio Solutions, LLC added525,933$14M0.3%2025-Q1 stale
CAPITAL INSIGHT PARTNERS, LLC trimmed479,150$13M0.3%2025-Q4 stale
Atria Wealth Solutions, Inc. trimmed192,286$5M0.1%2025-Q2 stale
NewEdge Advisors, LLC added180,042$5M0.1%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