Who owns CGNG (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-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 CGNG is one-sided between 2025-Q4 and 2026-Q1: 89 added or opened and 19 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 2025-Q4 and 2026-Q1, across 218 tracked filers holding CGNG, 178 increased or opened the position and 44 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 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 21
- Presper Financial Architects, LLC$15M
- JANE STREET GROUP, LLC$14M
- Sentinel Advisory Group, LLC$8M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$7M
- EWA, LLC$6M
- Code Waechter LLC$5M
Full exits 8
- NewEdge Advisors, LLC$21M
- Janney Montgomery Scott LLC$8M
- IFG Advisory, LLC$955K
- Main Street Financial Solutions, LLC$910K
- TrueWealth Financial Partners$777K
- PARK AVENUE SECURITIES LLC$736K
Largest adds
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$96M
- LPL Financial LLC$77M
- BENJAMIN EDWARDS INC$33M
- WELLS FARGO & COMPANY/MN$27M
- ENVESTNET ASSET MANAGEMENT INC$25M
- BANK OF AMERICA CORP /DE/$23M
Largest trims
- COMMONWEALTH EQUITY SERVICES, LLC$3M
- STEPHENS INC /AR/$3M
- Cambridge Investment Research Advisors, Inc.$3M
- First Heartland Consultants, Inc.$2M
- Stratos Wealth Partners, LTD.$1M
- OSAIC HOLDINGS, INC.$1M
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 |
|---|---|---|---|---|
| LPL Financial LLC added | 7,033,617 | $222M | 14.3% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 3,393,840 | $107M | 6.9% | 2026-Q1 |
| Capital Group Private Client Services, Inc. added | 3,194,933 | $101M | 6.5% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 3,153,794 | $100M | 6.4% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 2,813,229 | $89M | 5.7% | 2026-Q1 |
| Cetera Investment Advisers added | 2,400,095 | $76M | 4.9% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 1,551,895 | $49M | 3.2% | 2026-Q1 |
| BENJAMIN EDWARDS INC added | 1,341,367 | $42M | 2.7% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 1,302,791 | $41M | 2.7% | 2026-Q1 |
| Bank of New York Mellon Corp trimmed | 1,048,010 | $33M | 2.1% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 830,936 | $26M | 1.7% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 775,406 | $24M | 1.6% | 2026-Q1 |
| CAPTRUST FINANCIAL ADVISORS added | 715,222 | $23M | 1.5% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 612,823 | $19M | 1.2% | 2026-Q1 |
| Garrett Wealth Advisory Group, LLC added | 601,726 | $19M | 1.2% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC added | 584,465 | $18M | 1.2% | 2026-Q1 |
| Waverly Advisors, LLC trimmed | 559,186 | $18M | 1.1% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP added | 574,566 | $18M | 1.1% | 2026-Q1 |
| UBS Group AG added | 556,679 | $18M | 1.1% | 2026-Q1 |
| Merit Financial Group, LLC added | 529,723 | $17M | 1.1% | 2026-Q1 |
| Confluence Wealth Services, Inc. added | 512,908 | $16M | 1.0% | 2026-Q1 |
| PETREDIS INVESTMENT ADVISORS LLC added | 501,303 | $16M | 1.0% | 2026-Q1 |
| Johnson Bixby & Associates, LLC added | 482,119 | $15M | 1.0% | 2026-Q1 |
| Presper Financial Architects, LLC new | 473,695 | $15M | 1.0% | 2026-Q1 |
| Capital Analysts, LLC added | 441,659 | $14M | 0.9% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 440,000 | $14M | 0.9% | 2026-Q1 |
| ASSETMARK, INC added | 425,882 | $13M | 0.9% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 417,137 | $13M | 0.9% | 2026-Q1 |
| STIFEL FINANCIAL CORP added | 409,945 | $13M | 0.8% | 2026-Q1 |
| Baird Financial Group, Inc. added | 389,062 | $12M | 0.8% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. trimmed | 384,042 | $12M | 0.8% | 2026-Q1 |
| Private Advisor Group, LLC added | 328,861 | $10M | 0.7% | 2026-Q1 |
| Beacon Pointe Advisors, LLC added | 306,310 | $10M | 0.6% | 2026-Q1 |
| SilverOak Wealth Management LLC added | 297,548 | $9M | 0.6% | 2026-Q1 |
| &PARTNERS added | 290,506 | $9M | 0.6% | 2026-Q1 |
| Quadcap Wealth Management, LLC added | 261,006 | $8M | 0.5% | 2026-Q1 |
| Rockefeller Capital Management L.P. added | 253,210 | $8M | 0.5% | 2026-Q1 |
| Concurrent Investment Advisors, LLC trimmed | 248,074 | $8M | 0.5% | 2026-Q1 |
| Sentinel Advisory Group, LLC new | 243,539 | $8M | 0.5% | 2026-Q1 |
| STEPHENS INC /AR/ trimmed | 236,191 | $7M | 0.5% | 2026-Q1 |
| LINCOLN CAPITAL CORP added | 235,582 | $7M | 0.5% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 225,980 | $7M | 0.5% | 2026-Q1 |
| TRUIST FINANCIAL CORP added | 221,361 | $7M | 0.5% | 2026-Q1 |
| Aprio Wealth Management, LLC added | 220,529 | $7M | 0.4% | 2026-Q1 |
| Armor Investment Advisors, LLC added | 218,055 | $7M | 0.4% | 2026-Q1 |
| Orion Porfolio Solutions, LLC added | 214,390 | $7M | 0.4% | 2026-Q1 |
| Steward Partners Investment Advisory, LLC added | 195,749 | $6M | 0.4% | 2026-Q1 |
| Souders Financial Advisors added | 189,910 | $6M | 0.4% | 2026-Q1 |
| EWA, LLC new | 185,005 | $6M | 0.4% | 2026-Q1 |
| Ergawealth Advisors, Inc. added | 173,979 | $5M | 0.4% | 2026-Q1 |
| National Wealth Management Group, LLC added | 171,264 | $5M | 0.3% | 2026-Q1 |
| Atria Investments, Inc added | 170,983 | $5M | 0.3% | 2026-Q1 |
| Vestmark Advisory Solutions, Inc. added | 161,044 | $5M | 0.3% | 2026-Q1 |
| Code Waechter LLC new | 158,239 | $5M | 0.3% | 2026-Q1 |
| Eagle Bay Advisors LLC new | 151,651 | $5M | 0.3% | 2026-Q1 |
| NewCorp Financial Services, Inc. added | 136,920 | $4M | 0.3% | 2026-Q1 |
| CITADEL ADVISORS LLC trimmed | 132,940 | $4M | 0.3% | 2026-Q1 |
| NATIXIS ADVISORS, LLC added | 130,279 | $4M | 0.3% | 2026-Q1 |
| PEAPACK GLADSTONE FINANCIAL CORP trimmed | 126,990 | $4M | 0.3% | 2026-Q1 |
| CRA Financial Services, LLC added | 123,648 | $4M | 0.3% | 2026-Q1 |
| Strategic Blueprint, LLC added | 122,469 | $4M | 0.2% | 2026-Q1 |
| Bleakley Financial Group, LLC added | 115,008 | $4M | 0.2% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 113,442 | $4M | 0.2% | 2026-Q1 |
| Lantz Financial LLC added | 110,168 | $3M | 0.2% | 2026-Q1 |
| HARBOUR INVESTMENTS, INC. added | 110,130 | $3M | 0.2% | 2026-Q1 |
| Kingsview Wealth Management, LLC added | 109,707 | $3M | 0.2% | 2026-Q1 |
| J. Derek Lewis & Associates Inc. | 105,281 | $3M | 0.2% | 2026-Q1 |
| Western Wealth Management, LLC added | 104,598 | $3M | 0.2% | 2026-Q1 |
| NavPoint Financial, Inc. added | 98,320 | $3M | 0.2% | 2026-Q1 |
| HighTower Advisors, LLC new | 97,954 | $3M | 0.2% | 2026-Q1 |
| Perennial Investment Advisors, LLC added | 92,725 | $3M | 0.2% | 2026-Q1 |
| Smartleaf Asset Management LLC added | 95,741 | $3M | 0.2% | 2026-Q1 |
| Stratos Wealth Partners, LTD. trimmed | 91,238 | $3M | 0.2% | 2026-Q1 |
| FLOW TRADERS U.S. LLC trimmed | 90,348 | $3M | 0.2% | 2026-Q1 |
| Armstrong, Fleming & Moore, Inc added | 87,519 | $3M | 0.2% | 2026-Q1 |
| STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC added | 87,479 | $3M | 0.2% | 2026-Q1 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV added | 86,936 | $3M | 0.2% | 2026-Q1 |
| Compton Financial Group, LLC new | 85,810 | $3M | 0.2% | 2026-Q1 |
| FOUNDERS FINANCIAL SECURITIES LLC added | 78,881 | $3M | 0.2% | 2026-Q1 |
| GTS SECURITIES LLC added | 81,777 | $3M | 0.2% | 2026-Q1 |
| Gateway Wealth Partners, LLC added | 80,408 | $3M | 0.2% | 2026-Q1 |
| Stonebridge Financial Group, LLC added | 78,144 | $2M | 0.2% | 2026-Q1 |
| U.S. Capital Wealth Advisors, LLC added | 77,191 | $2M | 0.2% | 2026-Q1 |
| Selby Wealth Management, LLC added | 74,206 | $2M | 0.2% | 2026-Q1 |
| Integrated Wealth Concepts LLC added | 72,021 | $2M | 0.1% | 2026-Q1 |
| ROTHSCHILD INVESTMENT LLC added | 70,298 | $2M | 0.1% | 2026-Q1 |
| Cullen/Frost Bankers, Inc. added | 69,785 | $2M | 0.1% | 2026-Q1 |
| CAMBRIDGE CAPITAL MANAGEMENT, LLC added | 62,497 | $2M | 0.1% | 2026-Q1 |
| Boyer Financial Services, Inc. added | 61,794 | $2M | 0.1% | 2026-Q1 |
| Lineweaver Wealth Advisors, LLC new | 60,224 | $2M | 0.1% | 2026-Q1 |
| Acorn Wealth Advisors, LLC added | 59,590 | $2M | 0.1% | 2026-Q1 |
| CARY STREET PARTNERS FINANCIAL LLC trimmed | 57,581 | $2M | 0.1% | 2026-Q1 |
| Envestnet Portfolio Solutions, Inc. added | 56,957 | $2M | 0.1% | 2026-Q1 |
| McNamara Financial Services, Inc. trimmed | 56,841 | $2M | 0.1% | 2026-Q1 |
| Clear Creek Financial Management, LLC trimmed | 54,005 | $2M | 0.1% | 2026-Q1 |
| NewEdge Advisors, LLC added | 657,916 | $21M | 1.4% | 2025-Q4 stale |
| OLD MISSION CAPITAL LLC added | 454,288 | $14M | 0.9% | 2025-Q3 stale |
| Janney Montgomery Scott LLC added | 242,976 | $8M | 0.5% | 2025-Q4 stale |
| AVANTAX ADVISORY SERVICES, INC. added | 265,896 | $8M | 0.5% | 2025-Q2 stale |
| Atria Wealth Solutions, Inc. added | 106,643 | $3M | 0.2% | 2025-Q2 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.