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.
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).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| Capital International Investors added | 46,714,705 | $1.3B | 28.3% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 12,842,029 | $349M | 7.8% | 2026-Q1 |
| MORGAN STANLEY added | 10,320,797 | $280M | 6.2% | 2026-Q1 |
| LPL Financial LLC added | 10,156,841 | $276M | 6.1% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 8,763,507 | $238M | 5.3% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 7,517,389 | $204M | 4.5% | 2026-Q1 |
| Cetera Investment Advisers added | 4,877,693 | $132M | 3.0% | 2026-Q1 |
| UBS Group AG added | 4,376,873 | $119M | 2.6% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP added | 3,950,778 | $107M | 2.4% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 2,948,502 | $80M | 1.8% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 2,826,031 | $77M | 1.7% | 2026-Q1 |
| OSAIC HOLDINGS, INC. added | 2,319,575 | $63M | 1.4% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 2,096,208 | $57M | 1.3% | 2026-Q1 |
| STIFEL FINANCIAL CORP added | 2,092,376 | $57M | 1.3% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC trimmed | 2,060,914 | $56M | 1.2% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 1,696,201 | $46M | 1.0% | 2026-Q1 |
| Blue Chip Partners, LLC added | 1,653,001 | $45M | 1.0% | 2026-Q1 |
| Capital Group Private Client Services, Inc. added | 1,591,159 | $43M | 1.0% | 2026-Q1 |
| GREAT VALLEY ADVISOR GROUP, INC. added | 1,484,020 | $40M | 0.9% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 1,352,529 | $37M | 0.8% | 2026-Q1 |
| Vestmark Advisory Solutions, Inc. added | 1,308,427 | $36M | 0.8% | 2026-Q1 |
| Venturi Wealth Management, LLC added | 1,267,444 | $34M | 0.8% | 2026-Q1 |
| ASSETMARK, INC added | 1,254,071 | $34M | 0.8% | 2026-Q1 |
| Confluence Wealth Services, Inc. added | 1,118,256 | $30M | 0.7% | 2026-Q1 |
| Beacon Pointe Advisors, LLC added | 1,011,074 | $27M | 0.6% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 973,990 | $26M | 0.6% | 2026-Q1 |
| SEI INVESTMENTS CO added | 965,276 | $26M | 0.6% | 2026-Q1 |
| Capital Analysts, LLC added | 958,464 | $26M | 0.6% | 2026-Q1 |
| Private Advisor Group, LLC added | 908,634 | $25M | 0.5% | 2026-Q1 |
| Aprio Wealth Management, LLC added | 906,147 | $25M | 0.5% | 2026-Q1 |
| NATIXIS ADVISORS, LLC added | 823,537 | $22M | 0.5% | 2026-Q1 |
| Janney Montgomery Scott LLC added | 799,082 | $22M | 0.5% | 2026-Q1 |
| TRUIST FINANCIAL CORP added | 765,238 | $21M | 0.5% | 2026-Q1 |
| Larson Financial Group LLC added | 760,381 | $21M | 0.5% | 2026-Q1 |
| J. Derek Lewis & Associates Inc. | 748,857 | $21M | 0.5% | 2026-Q1 |
| Orion Porfolio Solutions, LLC added | 687,105 | $19M | 0.4% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 647,849 | $18M | 0.4% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 608,109 | $17M | 0.4% | 2026-Q1 |
| HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC added | 559,824 | $15M | 0.3% | 2026-Q1 |
| Clear Trail Advisors, LLC new | 512,183 | $14M | 0.3% | 2026-Q1 |
| PRINCIPAL SECURITIES, INC. added | 498,585 | $14M | 0.3% | 2026-Q1 |
| EP Wealth Advisors, LLC new | 494,950 | $13M | 0.3% | 2026-Q1 |
| Royal Harbor Partners, LLC added | 453,277 | $12M | 0.3% | 2026-Q1 |
| KESTRA PRIVATE WEALTH SERVICES, LLC added | 450,132 | $12M | 0.3% | 2026-Q1 |
| EnRich Financial Partners LLC added | 405,604 | $11M | 0.2% | 2026-Q1 |
| MB, LEVIS & ASSOCIATES, LLC added | 396,290 | $11M | 0.2% | 2026-Q1 |
| RMR Wealth Builders added | 385,597 | $10M | 0.2% | 2026-Q1 |
| Alliance Private Wealth, LLC added | 355,990 | $10M | 0.2% | 2026-Q1 |
| &PARTNERS added | 354,536 | $10M | 0.2% | 2026-Q1 |
| ROBINSON SMITH WEALTH ADVISORS LLC added | 349,684 | $9M | 0.2% | 2026-Q1 |
| Boulder Wealth Advisors, LLC trimmed | 340,188 | $9M | 0.2% | 2026-Q1 |
| Baird Financial Group, Inc. added | 338,896 | $9M | 0.2% | 2026-Q1 |
| BENJAMIN EDWARDS INC added | 334,759 | $9M | 0.2% | 2026-Q1 |
| Stonebridge Financial Group, LLC added | 327,750 | $9M | 0.2% | 2026-Q1 |
| Hartmann Taylor Wealth Management, LLC added | 326,554 | $9M | 0.2% | 2026-Q1 |
| Jacobi Capital Management LLC added | 321,164 | $9M | 0.2% | 2026-Q1 |
| Gutierrez Wealth Advisory, LLC added | 313,043 | $8M | 0.2% | 2026-Q1 |
| Koshinski Asset Management, Inc. added | 309,986 | $8M | 0.2% | 2026-Q1 |
| BETO FINANCIAL GROUP, LLC added | 303,914 | $8M | 0.2% | 2026-Q1 |
| Michael Brady & Co., LLC added | 295,546 | $8M | 0.2% | 2026-Q1 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC new | 285,973 | $8M | 0.2% | 2026-Q1 |
| New England Capital Financial Advisors LLC added | 282,765 | $8M | 0.2% | 2026-Q1 |
| Envestnet Portfolio Solutions, Inc. trimmed | 279,584 | $8M | 0.2% | 2026-Q1 |
| Summit Financial, LLC added | 275,776 | $7M | 0.2% | 2026-Q1 |
| Elequin Capital, LP added | 274,283 | $7M | 0.2% | 2026-Q1 |
| McNamara Financial Services, Inc. added | 259,511 | $7M | 0.2% | 2026-Q1 |
| Visionary Wealth Advisors added | 254,209 | $7M | 0.2% | 2026-Q1 |
| Wealthcare Advisory Partners LLC added | 253,201 | $7M | 0.2% | 2026-Q1 |
| Rockefeller Capital Management L.P. trimmed | 247,569 | $7M | 0.1% | 2026-Q1 |
| Envision Financial Planning, LLC added | 242,502 | $7M | 0.1% | 2026-Q1 |
| Ashton Thomas Private Wealth, LLC added | 231,583 | $6M | 0.1% | 2026-Q1 |
| U.S. Capital Wealth Advisors, LLC added | 230,602 | $6M | 0.1% | 2026-Q1 |
| Cauble & Harre Wealth Management, Inc. added | 224,736 | $6M | 0.1% | 2026-Q1 |
| IMPACTfolio, LLC new | 211,614 | $6M | 0.1% | 2026-Q1 |
| World Investment Advisors added | 205,396 | $6M | 0.1% | 2026-Q1 |
| MOSAIC FAMILY WEALTH PARTNERS, LLC added | 202,761 | $6M | 0.1% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 196,030 | $5M | 0.1% | 2026-Q1 |
| Mutual Advisors, LLC added | 188,062 | $5M | 0.1% | 2026-Q1 |
| EQ WEALTH ADVISORS, LLC added | 187,936 | $5M | 0.1% | 2026-Q1 |
| Penney Financial, LLC added | 185,115 | $5M | 0.1% | 2026-Q1 |
| CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC added | 180,439 | $5M | 0.1% | 2026-Q1 |
| Sanctuary Advisors, LLC added | 179,894 | $5M | 0.1% | 2026-Q1 |
| Total Clarity Wealth Management, Inc. added | 179,646 | $5M | 0.1% | 2026-Q1 |
| PARK AVENUE SECURITIES LLC added | 170,761 | $5M | 0.1% | 2026-Q1 |
| Capital Planning LLC trimmed | 169,086 | $5M | 0.1% | 2026-Q1 |
| Cerity Partners LLC added | 166,632 | $5M | 0.1% | 2026-Q1 |
| Cullen/Frost Bankers, Inc. added | 164,456 | $4M | 0.1% | 2026-Q1 |
| Skyline Advisors, Inc. trimmed | 164,347 | $4M | 0.1% | 2026-Q1 |
| Steward Partners Investment Advisory, LLC added | 158,272 | $4M | 0.1% | 2026-Q1 |
| Equitable Holdings, Inc. added | 155,967 | $4M | 0.1% | 2026-Q1 |
| FIFTH THIRD BANCORP new | 157,131 | $4M | 0.1% | 2026-Q1 |
| PETREDIS INVESTMENT ADVISORS LLC added | 153,959 | $4M | 0.1% | 2026-Q1 |
| Advyzon Investment Management, LLC added | 152,954 | $4M | 0.1% | 2026-Q1 |
| Tower Research Capital LLC (TRC) added | 151,580 | $4M | 0.1% | 2026-Q1 |
| Gateway Wealth Partners, LLC added | 150,736 | $4M | 0.1% | 2026-Q1 |
| Legacy Private Trust Co. added | 149,213 | $4M | 0.1% | 2026-Q1 |
| Orion Portfolio Solutions, LLC added | 525,933 | $14M | 0.3% | 2025-Q1 stale |
| CAPITAL INSIGHT PARTNERS, LLC trimmed | 479,150 | $13M | 0.3% | 2025-Q4 stale |
| Atria Wealth Solutions, Inc. trimmed | 192,286 | $5M | 0.1% | 2025-Q2 stale |
| NewEdge Advisors, LLC added | 180,042 | $5M | 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.