Who owns 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-Q2 13F filings (latest filed 2026-08-18). 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
128 tracked funds added or opened CGMU while 48 trimmed or exited it between 2026-Q1 and 2026-Q2 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
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 2026-Q1 and 2026-Q2, across 335 tracked filers holding CGMU, 232 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 CGMU 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 19
- NewEdge Advisors, LLC$9M
- Copper Harbor Investment Advisors, LLC$7M
- VAQUERO PRIVATE WEALTH, LTD$7M
- ARQ WEALTH ADVISORS, LLC$5M
- Global Retirement Partners, LLC$4M
- Snider Financial Group$2M
Full exits 23
- Cambridge Investment Research Advisors, Inc.$57M
- Capital Analysts, LLC$26M
- NATIXIS ADVISORS, LLC$22M
- Janney Montgomery Scott LLC$22M
- HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC$15M
- Royal Harbor Partners, LLC$12M
Largest adds
- Capital International Investors$109M
- JONES FINANCIAL COMPANIES LLLP$44M
- LPL Financial LLC$43M
- WELLS FARGO & COMPANY/MN$34M
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$34M
- RAYMOND JAMES FINANCIAL INC$29M
Largest trims
- JANE STREET GROUP, LLC$17M
- Elequin Capital, LP$7M
- Private Advisor Group, LLC$5M
- Prospera Financial Services Inc$3M
- Sanctuary Advisors, LLC$2M
- OLD MISSION CAPITAL LLC$2M
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 |
|---|---|---|---|---|
| Capital International Investors added | 50,129,642 | $1.4B | 28.3% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 13,701,352 | $376M | 7.7% | 2026-Q2 |
| LPL Financial LLC added | 11,590,616 | $318M | 6.5% | 2026-Q2 |
| MORGAN STANLEY added | 10,864,259 | $298M | 6.1% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 9,893,297 | $272M | 5.6% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 8,666,614 | $238M | 4.9% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 5,493,642 | $151M | 3.1% | 2026-Q2 |
| Cetera Investment Advisers added | 5,174,365 | $142M | 2.9% | 2026-Q2 |
| UBS Group AG added | 4,610,111 | $127M | 2.6% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 3,861,789 | $106M | 2.2% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 2,929,467 | $80M | 1.7% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 2,862,085 | $79M | 1.6% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 2,479,147 | $68M | 1.4% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 2,412,135 | $66M | 1.4% | 2026-Q2 |
| STIFEL FINANCIAL CORP added | 2,228,862 | $61M | 1.3% | 2026-Q2 |
| Capital Group Private Client Services, Inc. added | 1,946,260 | $53M | 1.1% | 2026-Q2 |
| Blue Chip Partners, LLC trimmed | 1,585,807 | $44M | 0.9% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 1,581,945 | $43M | 0.9% | 2026-Q2 |
| GREAT VALLEY ADVISOR GROUP, INC. added | 1,579,564 | $43M | 0.9% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 1,527,399 | $42M | 0.9% | 2026-Q2 |
| ASSETMARK, INC added | 1,388,326 | $38M | 0.8% | 2026-Q2 |
| Venturi Wealth Management, LLC added | 1,321,147 | $36M | 0.7% | 2026-Q2 |
| Vestmark Advisory Solutions, Inc. trimmed | 1,308,396 | $36M | 0.7% | 2026-Q2 |
| Confluence Wealth Services, Inc. added | 1,168,831 | $32M | 0.7% | 2026-Q2 |
| SEI INVESTMENTS CO added | 1,154,308 | $32M | 0.7% | 2026-Q2 |
| Beacon Pointe Advisors, LLC added | 1,086,840 | $30M | 0.6% | 2026-Q2 |
| Larson Financial Group LLC added | 917,990 | $25M | 0.5% | 2026-Q2 |
| J. Derek Lewis & Associates Inc. added | 885,576 | $24M | 0.5% | 2026-Q2 |
| TRUIST FINANCIAL CORP added | 871,296 | $24M | 0.5% | 2026-Q2 |
| Aprio Wealth Management, LLC trimmed | 836,728 | $23M | 0.5% | 2026-Q2 |
| Kestra Advisory Services, LLC added | 748,312 | $21M | 0.4% | 2026-Q2 |
| Orion Porfolio Solutions, LLC added | 742,297 | $20M | 0.4% | 2026-Q2 |
| Private Advisor Group, LLC trimmed | 722,530 | $20M | 0.4% | 2026-Q2 |
| Clear Trail Advisors, LLC added | 663,356 | $18M | 0.4% | 2026-Q2 |
| PRINCIPAL SECURITIES, INC. added | 539,112 | $15M | 0.3% | 2026-Q2 |
| EP Wealth Advisors, LLC added | 516,264 | $14M | 0.3% | 2026-Q2 |
| MOSAIC FAMILY WEALTH PARTNERS, LLC added | 461,043 | $13M | 0.3% | 2026-Q2 |
| KESTRA PRIVATE WEALTH SERVICES, LLC added | 456,014 | $13M | 0.3% | 2026-Q2 |
| MB, LEVIS & ASSOCIATES, LLC added | 422,343 | $12M | 0.2% | 2026-Q2 |
| EnRich Financial Partners LLC added | 415,313 | $11M | 0.2% | 2026-Q2 |
| RMR Wealth Builders added | 414,630 | $11M | 0.2% | 2026-Q2 |
| &PARTNERS added | 408,202 | $11M | 0.2% | 2026-Q2 |
| BENJAMIN EDWARDS INC added | 404,334 | $11M | 0.2% | 2026-Q2 |
| CREATIVE FINANCIAL DESIGNS INC /ADV added | 402,606 | $11M | 0.2% | 2026-Q2 |
| Baird Financial Group, Inc. added | 387,615 | $11M | 0.2% | 2026-Q2 |
| Michael Brady & Co., LLC added | 382,401 | $11M | 0.2% | 2026-Q2 |
| RENAISSANCE TECHNOLOGIES LLC added | 378,400 | $10M | 0.2% | 2026-Q2 |
| Boulder Wealth Advisors, LLC added | 377,874 | $10M | 0.2% | 2026-Q2 |
| Stonebridge Financial Group, LLC added | 356,633 | $10M | 0.2% | 2026-Q2 |
| Per Stirling Capital Management, LLC. added | 345,566 | $9M | 0.2% | 2026-Q2 |
| Envestnet Portfolio Solutions, Inc. added | 333,857 | $9M | 0.2% | 2026-Q2 |
| Hartmann Taylor Wealth Management, LLC | 326,554 | $9M | 0.2% | 2026-Q2 |
| ROBINSON SMITH WEALTH ADVISORS LLC trimmed | 326,095 | $9M | 0.2% | 2026-Q2 |
| NewEdge Advisors, LLC added | 326,066 | $9M | 0.2% | 2026-Q2 |
| Koshinski Asset Management, Inc. added | 323,544 | $9M | 0.2% | 2026-Q2 |
| Jacobi Capital Management LLC trimmed | 317,921 | $9M | 0.2% | 2026-Q2 |
| Alliance Private Wealth, LLC trimmed | 315,801 | $9M | 0.2% | 2026-Q2 |
| McNamara Financial Services, Inc. added | 305,929 | $8M | 0.2% | 2026-Q2 |
| Cannon Financial Strategists, Inc. added | 305,784 | $8M | 0.2% | 2026-Q2 |
| BETO FINANCIAL GROUP, LLC added | 305,624 | $8M | 0.2% | 2026-Q2 |
| New England Capital Financial Advisors LLC added | 291,291 | $8M | 0.2% | 2026-Q2 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 285,973 | $8M | 0.2% | 2026-Q2 |
| Gutierrez Wealth Advisory, LLC trimmed | 271,595 | $7M | 0.2% | 2026-Q2 |
| Clarity Asset Management, Inc. added | 268,763 | $7M | 0.2% | 2026-Q2 |
| Copper Harbor Investment Advisors, LLC new | 264,359 | $7M | 0.1% | 2026-Q2 |
| Envision Financial Planning, LLC added | 263,987 | $7M | 0.1% | 2026-Q2 |
| Visionary Wealth Advisors added | 261,200 | $7M | 0.1% | 2026-Q2 |
| Wealthcare Advisory Partners LLC added | 257,734 | $7M | 0.1% | 2026-Q2 |
| VAQUERO PRIVATE WEALTH, LTD new | 251,465 | $7M | 0.1% | 2026-Q2 |
| Ashton Thomas Private Wealth, LLC added | 247,481 | $7M | 0.1% | 2026-Q2 |
| Rockefeller Capital Management L.P. trimmed | 245,076 | $7M | 0.1% | 2026-Q2 |
| Arax Advisory Partners added | 242,504 | $7M | 0.1% | 2026-Q2 |
| Summit Financial, LLC trimmed | 241,477 | $7M | 0.1% | 2026-Q2 |
| VICUS CAPITAL added | 237,250 | $7M | 0.1% | 2026-Q2 |
| Legacy Private Trust Co. added | 234,091 | $6M | 0.1% | 2026-Q2 |
| Cauble & Harre Wealth Management, Inc. added | 229,441 | $6M | 0.1% | 2026-Q2 |
| IMPACTfolio, LLC added | 224,209 | $6M | 0.1% | 2026-Q2 |
| CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC added | 223,595 | $6M | 0.1% | 2026-Q2 |
| Equitable Holdings, Inc. added | 215,656 | $6M | 0.1% | 2026-Q2 |
| Penney Financial, LLC added | 211,497 | $6M | 0.1% | 2026-Q2 |
| World Investment Advisors added | 205,431 | $6M | 0.1% | 2026-Q2 |
| ARQ WEALTH ADVISORS, LLC new | 201,026 | $5M | 0.1% | 2026-Q2 |
| Modern Wealth Management, LLC added | 196,849 | $5M | 0.1% | 2026-Q2 |
| STEPHENS INC /AR/ added | 196,215 | $5M | 0.1% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 195,645 | $5M | 0.1% | 2026-Q2 |
| KINTRA WEALTH, LLC added | 194,705 | $5M | 0.1% | 2026-Q2 |
| Cerity Partners LLC added | 194,341 | $5M | 0.1% | 2026-Q2 |
| Cullen/Frost Bankers, Inc. added | 193,766 | $5M | 0.1% | 2026-Q2 |
| EQ WEALTH ADVISORS, LLC added | 190,366 | $5M | 0.1% | 2026-Q2 |
| Mutual Advisors, LLC added | 189,778 | $5M | 0.1% | 2026-Q2 |
| FIFTH THIRD BANCORP added | 174,513 | $5M | 0.1% | 2026-Q2 |
| Leverty Financial Group, LLC added | 167,503 | $5M | 0.1% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC added | 165,717 | $5M | 0.1% | 2026-Q2 |
| Advyzon Investment Management, LLC added | 163,883 | $5M | 0.1% | 2026-Q2 |
| Landmark Wealth Management, LLC added | 156,284 | $4M | 0.1% | 2026-Q2 |
| Total Clarity Wealth Management, Inc. trimmed | 155,828 | $4M | 0.1% | 2026-Q2 |
| Bank of New York Mellon Corp added | 155,700 | $4M | 0.1% | 2026-Q2 |
| PETREDIS INVESTMENT ADVISORS LLC added | 154,087 | $4M | 0.1% | 2026-Q2 |
| Ameritas Advisory Services, LLC added | 148,803 | $4M | 0.1% | 2026-Q2 |
| AdvisorNet Financial, Inc added | 147,010 | $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.