Who owns CGNG
Which tracked institutional funds hold CGNG, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See CGNG company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-19). 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 CGNG is one-sided between 2026-Q1 and 2026-Q2: 139 added or opened and 16 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
CGNG’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 0.1% of theirs — a 0.0pp gap the other way — the median holder sizes CGNG more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in CGNG 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 235 tracked filers holding CGNG, 193 increased or opened the position and 48 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 CGNG 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 16
- NewEdge Advisors, LLC$30M
- Equity Wealth Partners, LLC$4M
- DMKC Advisory Services, LLC$4M
- Continuum Advisory, LLC$4M
- Global Retirement Partners, LLC$2M
- IFG Advisory, LLC$2M
Full exits 11
- Capital Analysts, LLC$14M
- JANE STREET GROUP, LLC$14M
- Cambridge Investment Research Advisors, Inc.$12M
- CITADEL ADVISORS LLC$4M
- NATIXIS ADVISORS, LLC$4M
- PEAPACK GLADSTONE FINANCIAL CORP$4M
Largest adds
- LPL Financial LLC$108M
- WELLS FARGO & COMPANY/MN$96M
- ENVESTNET ASSET MANAGEMENT INC$94M
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$53M
- Capital Group Private Client Services, Inc.$36M
- RAYMOND JAMES FINANCIAL INC$35M
Largest trims
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$3M
- National Wealth Management Group, LLC$898K
- WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$785K
- Merited Wealth, LLC$587K
- Kingsview Wealth Management, LLC$265K
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 | 8,814,822 | $330M | 14.8% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 5,377,346 | $201M | 9.0% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 4,074,362 | $153M | 6.8% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 3,880,847 | $145M | 6.5% | 2026-Q2 |
| Capital Group Private Client Services, Inc. added | 3,657,623 | $137M | 6.1% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 3,304,930 | $124M | 5.5% | 2026-Q2 |
| Cetera Investment Advisers added | 2,875,984 | $108M | 4.8% | 2026-Q2 |
| BENJAMIN EDWARDS INC added | 1,578,663 | $59M | 2.6% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 1,481,536 | $55M | 2.5% | 2026-Q2 |
| Bank of New York Mellon Corp added | 1,120,083 | $42M | 1.9% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 1,076,909 | $40M | 1.8% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 1,065,080 | $40M | 1.8% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 956,911 | $36M | 1.6% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 926,273 | $34M | 1.5% | 2026-Q2 |
| NewEdge Advisors, LLC added | 795,666 | $30M | 1.3% | 2026-Q2 |
| STIFEL FINANCIAL CORP added | 769,367 | $29M | 1.3% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 751,258 | $28M | 1.3% | 2026-Q2 |
| CAPTRUST FINANCIAL ADVISORS added | 722,533 | $27M | 1.2% | 2026-Q2 |
| UBS Group AG added | 669,558 | $25M | 1.1% | 2026-Q2 |
| Confluence Wealth Services, Inc. added | 663,785 | $25M | 1.1% | 2026-Q2 |
| Garrett Wealth Advisory Group, LLC added | 628,204 | $24M | 1.1% | 2026-Q2 |
| ASSETMARK, INC added | 621,294 | $23M | 1.0% | 2026-Q2 |
| Waverly Advisors, LLC trimmed | 558,863 | $21M | 0.9% | 2026-Q2 |
| Merit Financial Group, LLC added | 557,268 | $21M | 0.9% | 2026-Q2 |
| PETREDIS INVESTMENT ADVISORS LLC added | 513,997 | $19M | 0.9% | 2026-Q2 |
| Baird Financial Group, Inc. added | 508,549 | $19M | 0.9% | 2026-Q2 |
| Johnson Bixby & Associates, LLC added | 499,265 | $19M | 0.8% | 2026-Q2 |
| Presper Financial Architects, LLC added | 473,897 | $18M | 0.8% | 2026-Q2 |
| &PARTNERS added | 461,393 | $17M | 0.8% | 2026-Q2 |
| Private Advisor Group, LLC added | 364,909 | $14M | 0.6% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 337,820 | $12M | 0.6% | 2026-Q2 |
| Beacon Pointe Advisors, LLC added | 309,207 | $12M | 0.5% | 2026-Q2 |
| Concurrent Investment Advisors, LLC added | 307,935 | $12M | 0.5% | 2026-Q2 |
| Rockefeller Capital Management L.P. added | 305,557 | $11M | 0.5% | 2026-Q2 |
| SilverOak Wealth Management LLC added | 300,157 | $11M | 0.5% | 2026-Q2 |
| Compton Financial Group, LLC added | 288,762 | $11M | 0.5% | 2026-Q2 |
| Quadcap Wealth Management, LLC added | 281,070 | $11M | 0.5% | 2026-Q2 |
| STEPHENS INC /AR/ added | 265,986 | $10M | 0.4% | 2026-Q2 |
| Sentinel Advisory Group, LLC added | 251,196 | $9M | 0.4% | 2026-Q2 |
| LINCOLN CAPITAL CORP added | 242,499 | $9M | 0.4% | 2026-Q2 |
| TRUIST FINANCIAL CORP added | 236,331 | $9M | 0.4% | 2026-Q2 |
| Orion Porfolio Solutions, LLC added | 235,595 | $9M | 0.4% | 2026-Q2 |
| Armor Investment Advisors, LLC added | 224,769 | $8M | 0.4% | 2026-Q2 |
| Atria Investments, Inc added | 204,064 | $8M | 0.3% | 2026-Q2 |
| EWA, LLC added | 201,323 | $8M | 0.3% | 2026-Q2 |
| Souders Financial Advisors added | 200,363 | $8M | 0.3% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC added | 199,428 | $7M | 0.3% | 2026-Q2 |
| Aprio Wealth Management, LLC trimmed | 199,059 | $7M | 0.3% | 2026-Q2 |
| Vestmark Advisory Solutions, Inc. added | 189,312 | $7M | 0.3% | 2026-Q2 |
| Ergawealth Advisors, Inc. added | 176,253 | $7M | 0.3% | 2026-Q2 |
| Integrated Wealth Concepts LLC added | 174,823 | $7M | 0.3% | 2026-Q2 |
| Code Waechter LLC added | 168,168 | $6M | 0.3% | 2026-Q2 |
| Eagle Bay Advisors LLC trimmed | 150,172 | $6M | 0.3% | 2026-Q2 |
| J. Derek Lewis & Associates Inc. added | 146,573 | $5M | 0.2% | 2026-Q2 |
| NewCorp Financial Services, Inc. added | 144,155 | $5M | 0.2% | 2026-Q2 |
| GTS SECURITIES LLC added | 140,988 | $5M | 0.2% | 2026-Q2 |
| Valmark Advisers, Inc. added | 135,950 | $5M | 0.2% | 2026-Q2 |
| Bleakley Financial Group, LLC added | 129,957 | $5M | 0.2% | 2026-Q2 |
| CRA Financial Services, LLC added | 129,750 | $5M | 0.2% | 2026-Q2 |
| Lantz Financial LLC added | 127,387 | $5M | 0.2% | 2026-Q2 |
| Strategic Blueprint, LLC added | 124,113 | $5M | 0.2% | 2026-Q2 |
| Kestra Advisory Services, LLC added | 123,917 | $5M | 0.2% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. added | 121,511 | $5M | 0.2% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 120,567 | $5M | 0.2% | 2026-Q2 |
| National Wealth Management Group, LLC trimmed | 120,375 | $5M | 0.2% | 2026-Q2 |
| NavPoint Financial, Inc. added | 116,229 | $4M | 0.2% | 2026-Q2 |
| Equity Wealth Partners, LLC new | 114,173 | $4M | 0.2% | 2026-Q2 |
| Cullen/Frost Bankers, Inc. added | 114,045 | $4M | 0.2% | 2026-Q2 |
| Mutual Advisors, LLC added | 110,632 | $4M | 0.2% | 2026-Q2 |
| DMKC Advisory Services, LLC new | 110,126 | $4M | 0.2% | 2026-Q2 |
| Continuum Advisory, LLC new | 109,227 | $4M | 0.2% | 2026-Q2 |
| Stonebridge Financial Group, LLC added | 108,734 | $4M | 0.2% | 2026-Q2 |
| Stratos Wealth Partners, LTD. added | 102,713 | $4M | 0.2% | 2026-Q2 |
| Arax Advisory Partners added | 98,233 | $4M | 0.2% | 2026-Q2 |
| Western Wealth Management, LLC trimmed | 97,959 | $4M | 0.2% | 2026-Q2 |
| Perennial Investment Advisors, LLC added | 97,307 | $4M | 0.2% | 2026-Q2 |
| Smartleaf Asset Management LLC | 95,741 | $4M | 0.2% | 2026-Q2 |
| Gateway Wealth Partners, LLC added | 94,442 | $4M | 0.2% | 2026-Q2 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV added | 91,044 | $3M | 0.2% | 2026-Q2 |
| Envestnet Portfolio Solutions, Inc. added | 87,601 | $3M | 0.1% | 2026-Q2 |
| Evergreen Wealth Partners LLC added | 87,573 | $3M | 0.1% | 2026-Q2 |
| FOUNDERS FINANCIAL SECURITIES LLC added | 87,453 | $3M | 0.1% | 2026-Q2 |
| Kingsview Wealth Management, LLC trimmed | 85,378 | $3M | 0.1% | 2026-Q2 |
| Armstrong, Fleming & Moore, Inc trimmed | 85,002 | $3M | 0.1% | 2026-Q2 |
| Selby Wealth Management, LLC added | 81,448 | $3M | 0.1% | 2026-Q2 |
| STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC trimmed | 78,854 | $3M | 0.1% | 2026-Q2 |
| CAMBRIDGE CAPITAL MANAGEMENT, LLC added | 78,681 | $3M | 0.1% | 2026-Q2 |
| Lineweaver Wealth Advisors, LLC added | 73,574 | $3M | 0.1% | 2026-Q2 |
| ROTHSCHILD INVESTMENT LLC added | 72,298 | $3M | 0.1% | 2026-Q2 |
| Clear Creek Financial Management, LLC added | 68,880 | $3M | 0.1% | 2026-Q2 |
| Boyer Financial Services, Inc. added | 68,401 | $2M | 0.1% | 2026-Q2 |
| INDEPENDENT FINANCIAL GROUP, LLC added | 66,283 | $2M | 0.1% | 2026-Q2 |
| Acorn Wealth Advisors, LLC added | 64,491 | $2M | 0.1% | 2026-Q2 |
| McNamara Financial Services, Inc. added | 63,070 | $2M | 0.1% | 2026-Q2 |
| RFG Advisory, LLC added | 63,039 | $2M | 0.1% | 2026-Q2 |
| CARY STREET PARTNERS FINANCIAL LLC added | 59,077 | $2M | 0.1% | 2026-Q2 |
| PRINCIPAL SECURITIES, INC. added | 58,389 | $2M | 0.1% | 2026-Q2 |
| Cypress Point Wealth Management, LLC added | 57,930 | $2M | 0.1% | 2026-Q2 |
| BFSG, LLC added | 56,935 | $2M | 0.1% | 2026-Q2 |
| Mendel Money Management added | 56,185 | $2M | 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.