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Institutional Ownership · SEC Form 13F

Who owns CGSD (CGSD)


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

186
Institutional holders
55,949,972
Shares held (tracked funds)

How the tape is positioned

61 tracked funds added or opened CGSD while 22 trimmed or exited it between 2025-Q4 and 2026-Q1 — 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

CGSD’s largest tracked holder by dollar value, MORGAN STANLEY, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.1% of theirs — a 0.1pp gap the other way — the median holder sizes CGSD more heavily than its largest holder by dollar value does.

Book-share is each fund’s reported value in CGSD 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 186 tracked filers holding CGSD, 129 increased or opened the position and 53 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 CGSD 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 14

  • Integras Partners LLC$7M
  • JANE STREET GROUP, LLC$6M
  • Kestra Investment Management, LLC$6M
  • CITADEL ADVISORS LLC$4M
  • UPTICK PARTNERS, LLC$2M
  • WNY Asset Management, LLC$2M

Full exits 7

  • NewEdge Advisors, LLC$10M
  • SOL Capital Management CO$4M
  • StoneX Group Inc.$3M
  • Parsonex Advisory Services, Inc.$1M
  • Merited Wealth, LLC$766K
  • Tortuga Wealth Management, Inc$528K

Largest adds

  • BENJAMIN EDWARDS INC$36M
  • MORGAN STANLEY$23M
  • Baird Financial Group, Inc.$21M
  • ENVESTNET ASSET MANAGEMENT INC$17M
  • LPL Financial LLC$15M
  • WELLS FARGO & COMPANY/MN$13M

Largest trims

  • CAPTRUST FINANCIAL ADVISORS$23M
  • RFP Financial Group LLC$20M
  • WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$6M
  • New England Capital Financial Advisors LLC$5M
  • OSAIC HOLDINGS, INC.$2M
  • MML INVESTORS SERVICES, LLC$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).

FundSharesReported value% of valueQuarter
MORGAN STANLEY added6,887,009$178M11.9%2026-Q1
LPL Financial LLC added6,881,847$177M11.9%2026-Q1
Cetera Investment Advisers added2,487,155$64M4.3%2026-Q1
COMMONWEALTH EQUITY SERVICES, LLC added2,399,835$62M4.2%2026-Q1
Capital Group Private Client Services, Inc. added2,389,077$62M4.1%2026-Q1
WELLS FARGO & COMPANY/MN added2,249,365$58M3.9%2026-Q1
Merit Financial Group, LLC added1,982,361$51M3.4%2026-Q1
ENVESTNET ASSET MANAGEMENT INC added1,920,135$50M3.3%2026-Q1
JONES FINANCIAL COMPANIES LLLP added1,724,483$44M3.0%2026-Q1
BENJAMIN EDWARDS INC added1,615,083$42M2.8%2026-Q1
ROYAL BANK OF CANADA added1,530,347$39M2.7%2026-Q1
Wood Tarver Financial Group, LLC added1,506,166$39M2.6%2026-Q1
RAYMOND JAMES FINANCIAL INC added1,354,082$35M2.3%2026-Q1
UBS Group AG trimmed1,276,227$33M2.2%2026-Q1
Baird Financial Group, Inc. added1,203,344$31M2.1%2026-Q1
OSAIC HOLDINGS, INC. trimmed1,193,021$31M2.1%2026-Q1
Bridgewealth Advisory Group, LLC added1,034,744$27M1.8%2026-Q1
STIFEL FINANCIAL CORP added869,383$22M1.5%2026-Q1
McIlrath & Eck, LLC trimmed866,459$22M1.5%2026-Q1
KESTRA PRIVATE WEALTH SERVICES, LLC added615,304$16M1.1%2026-Q1
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed588,870$15M1.0%2026-Q1
LANDAAS & CO /WI /ADV added581,816$15M1.0%2026-Q1
IAM Advisory, LLC added568,019$15M1.0%2026-Q1
Private Advisor Group, LLC added520,838$13M0.9%2026-Q1
Souders Financial Advisors added489,982$13M0.8%2026-Q1
Valmark Advisers, Inc. added488,831$13M0.8%2026-Q1
MML INVESTORS SERVICES, LLC trimmed461,050$12M0.8%2026-Q1
Cambridge Investment Research Advisors, Inc. trimmed459,061$12M0.8%2026-Q1
Thayer Financial, L.L.C. added438,992$11M0.8%2026-Q1
&PARTNERS added350,870$9M0.6%2026-Q1
Conservest Capital Advisors, Inc. added343,833$9M0.6%2026-Q1
Cauble & Harre Wealth Management, Inc. trimmed342,329$9M0.6%2026-Q1
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added336,296$9M0.6%2026-Q1
FINANCIAL MANAGEMENT NETWORK INC added282,033$7M0.5%2026-Q1
Integras Partners LLC new266,927$7M0.5%2026-Q1
Lodestone Wealth Management LLC added257,275$7M0.4%2026-Q1
GREAT VALLEY ADVISOR GROUP, INC. trimmed244,334$6M0.4%2026-Q1
JANE STREET GROUP, LLC added243,445$6M0.4%2026-Q1
Kestra Investment Management, LLC trimmed240,119$6M0.4%2026-Q1
SEI INVESTMENTS CO added223,627$6M0.4%2026-Q1
Kestra Advisory Services, LLC added215,737$6M0.4%2026-Q1
PETREDIS INVESTMENT ADVISORS LLC trimmed193,112$5M0.3%2026-Q1
RICHARDS, MERRILL & PETERSON, INC. added186,984$5M0.3%2026-Q1
Cerity Partners LLC added186,127$5M0.3%2026-Q1
ROTHSCHILD INVESTMENT LLC added168,869$4M0.3%2026-Q1
CAPTRUST FINANCIAL ADVISORS trimmed166,111$4M0.3%2026-Q1
NWF Advisory Services Inc. trimmed165,054$4M0.3%2026-Q1
J HAGAN CAPITAL, INC. trimmed161,576$4M0.3%2026-Q1
World Investment Advisors added145,523$4M0.3%2026-Q1
Saxony Capital Management, LLC added141,747$4M0.2%2026-Q1
EQ WEALTH ADVISORS, LLC added140,897$4M0.2%2026-Q1
Entruity Wealth, LLC trimmed138,840$4M0.2%2026-Q1
CITADEL ADVISORS LLC trimmed136,707$4M0.2%2026-Q1
Sovran Advisors, LLC trimmed132,869$3M0.2%2026-Q1
Mariner, LLC added128,083$3M0.2%2026-Q1
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC trimmed125,051$3M0.2%2026-Q1
Inspire Advisors, LLC added113,738$3M0.2%2026-Q1
BlackDiamond Wealth Management, LLC added109,552$3M0.2%2026-Q1
DeDora Capital, Inc. added98,429$3M0.2%2026-Q1
Troutman Wealth Management, LLC added95,877$2M0.2%2026-Q1
CLG LLC added93,054$2M0.2%2026-Q1
HARBOUR INVESTMENTS, INC. added89,285$2M0.2%2026-Q1
UPTICK PARTNERS, LLC new87,628$2M0.2%2026-Q1
Wealth Science Advisors LLC86,043$2M0.2%2026-Q1
IFP Advisors, Inc added85,729$2M0.1%2026-Q1
Equitable Holdings, Inc. added85,049$2M0.1%2026-Q1
Janney Montgomery Scott LLC added79,918$2M0.1%2026-Q1
Cannon Financial Strategists, Inc. added77,816$2M0.1%2026-Q1
Freestate Advisors LLC added74,558$2M0.1%2026-Q1
New England Capital Financial Advisors LLC trimmed74,129$2M0.1%2026-Q1
Capital International Investors added73,415$2M0.1%2026-Q1
OPPENHEIMER & CO INC added68,058$2M0.1%2026-Q1
Smith Thornton Advisors LLC added67,273$2M0.1%2026-Q1
WNY Asset Management, LLC trimmed64,388$2M0.1%2026-Q1
Independent Advisor Alliance added63,956$2M0.1%2026-Q1
Werba Rubin Papier Wealth Management added60,941$2M0.1%2026-Q1
Perennial Investment Advisors, LLC added57,599$1M0.1%2026-Q1
Founders Financial Alliance, LLC added57,314$1M0.1%2026-Q1
Summit Financial, LLC added57,004$1M0.1%2026-Q1
TRUIST FINANCIAL CORP added56,674$1M0.1%2026-Q1
Western Wealth Management, LLC added54,326$1M0.1%2026-Q1
MAI Capital Management added51,586$1M0.1%2026-Q1
Orion Porfolio Solutions, LLC trimmed50,784$1M0.1%2026-Q1
Weaver Consulting Group new45,712$1M0.1%2026-Q1
NATIXIS ADVISORS, LLC added43,899$1M0.1%2026-Q1
Confluence Wealth Services, Inc.40,802$1M0.1%2026-Q1
Prospera Financial Services Inc added39,252$1M0.1%2026-Q1
Pines Wealth Management, LLC added38,079$982K0.1%2026-Q1
Cyndeo Wealth Partners, LLC added37,718$973K0.1%2026-Q1
TOWNSQUARE CAPITAL LLC new593,172$15M1.0%2025-Q1 stale
NORDEN GROUP LLC trimmed558,923$14M1.0%2025-Q2 stale
Beta Wealth Group, Inc. trimmed493,239$13M0.9%2025-Q2 stale
SUSQUEHANNA INTERNATIONAL GROUP, LLP added405,525$11M0.7%2025-Q3 stale
NewEdge Advisors, LLC added383,406$10M0.7%2025-Q4 stale
Creekmur Asset Management LLC trimmed199,912$5M0.3%2025-Q3 stale
SOL Capital Management CO added144,360$4M0.3%2025-Q4 stale
StoneX Group Inc. trimmed130,520$3M0.2%2025-Q4 stale
Atria Wealth Solutions, Inc. trimmed123,450$3M0.2%2025-Q2 stale
AVANTAX ADVISORY SERVICES, INC. added48,050$1M0.1%2025-Q2 stale
Parsonex Advisory Services, Inc. added43,130$1M0.1%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