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.
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).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| MORGAN STANLEY added | 6,887,009 | $178M | 11.9% | 2026-Q1 |
| LPL Financial LLC added | 6,881,847 | $177M | 11.9% | 2026-Q1 |
| Cetera Investment Advisers added | 2,487,155 | $64M | 4.3% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 2,399,835 | $62M | 4.2% | 2026-Q1 |
| Capital Group Private Client Services, Inc. added | 2,389,077 | $62M | 4.1% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 2,249,365 | $58M | 3.9% | 2026-Q1 |
| Merit Financial Group, LLC added | 1,982,361 | $51M | 3.4% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 1,920,135 | $50M | 3.3% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP added | 1,724,483 | $44M | 3.0% | 2026-Q1 |
| BENJAMIN EDWARDS INC added | 1,615,083 | $42M | 2.8% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 1,530,347 | $39M | 2.7% | 2026-Q1 |
| Wood Tarver Financial Group, LLC added | 1,506,166 | $39M | 2.6% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 1,354,082 | $35M | 2.3% | 2026-Q1 |
| UBS Group AG trimmed | 1,276,227 | $33M | 2.2% | 2026-Q1 |
| Baird Financial Group, Inc. added | 1,203,344 | $31M | 2.1% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 1,193,021 | $31M | 2.1% | 2026-Q1 |
| Bridgewealth Advisory Group, LLC added | 1,034,744 | $27M | 1.8% | 2026-Q1 |
| STIFEL FINANCIAL CORP added | 869,383 | $22M | 1.5% | 2026-Q1 |
| McIlrath & Eck, LLC trimmed | 866,459 | $22M | 1.5% | 2026-Q1 |
| KESTRA PRIVATE WEALTH SERVICES, LLC added | 615,304 | $16M | 1.1% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 588,870 | $15M | 1.0% | 2026-Q1 |
| LANDAAS & CO /WI /ADV added | 581,816 | $15M | 1.0% | 2026-Q1 |
| IAM Advisory, LLC added | 568,019 | $15M | 1.0% | 2026-Q1 |
| Private Advisor Group, LLC added | 520,838 | $13M | 0.9% | 2026-Q1 |
| Souders Financial Advisors added | 489,982 | $13M | 0.8% | 2026-Q1 |
| Valmark Advisers, Inc. added | 488,831 | $13M | 0.8% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC trimmed | 461,050 | $12M | 0.8% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. trimmed | 459,061 | $12M | 0.8% | 2026-Q1 |
| Thayer Financial, L.L.C. added | 438,992 | $11M | 0.8% | 2026-Q1 |
| &PARTNERS added | 350,870 | $9M | 0.6% | 2026-Q1 |
| Conservest Capital Advisors, Inc. added | 343,833 | $9M | 0.6% | 2026-Q1 |
| Cauble & Harre Wealth Management, Inc. trimmed | 342,329 | $9M | 0.6% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 336,296 | $9M | 0.6% | 2026-Q1 |
| FINANCIAL MANAGEMENT NETWORK INC added | 282,033 | $7M | 0.5% | 2026-Q1 |
| Integras Partners LLC new | 266,927 | $7M | 0.5% | 2026-Q1 |
| Lodestone Wealth Management LLC added | 257,275 | $7M | 0.4% | 2026-Q1 |
| GREAT VALLEY ADVISOR GROUP, INC. trimmed | 244,334 | $6M | 0.4% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 243,445 | $6M | 0.4% | 2026-Q1 |
| Kestra Investment Management, LLC trimmed | 240,119 | $6M | 0.4% | 2026-Q1 |
| SEI INVESTMENTS CO added | 223,627 | $6M | 0.4% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 215,737 | $6M | 0.4% | 2026-Q1 |
| PETREDIS INVESTMENT ADVISORS LLC trimmed | 193,112 | $5M | 0.3% | 2026-Q1 |
| RICHARDS, MERRILL & PETERSON, INC. added | 186,984 | $5M | 0.3% | 2026-Q1 |
| Cerity Partners LLC added | 186,127 | $5M | 0.3% | 2026-Q1 |
| ROTHSCHILD INVESTMENT LLC added | 168,869 | $4M | 0.3% | 2026-Q1 |
| CAPTRUST FINANCIAL ADVISORS trimmed | 166,111 | $4M | 0.3% | 2026-Q1 |
| NWF Advisory Services Inc. trimmed | 165,054 | $4M | 0.3% | 2026-Q1 |
| J HAGAN CAPITAL, INC. trimmed | 161,576 | $4M | 0.3% | 2026-Q1 |
| World Investment Advisors added | 145,523 | $4M | 0.3% | 2026-Q1 |
| Saxony Capital Management, LLC added | 141,747 | $4M | 0.2% | 2026-Q1 |
| EQ WEALTH ADVISORS, LLC added | 140,897 | $4M | 0.2% | 2026-Q1 |
| Entruity Wealth, LLC trimmed | 138,840 | $4M | 0.2% | 2026-Q1 |
| CITADEL ADVISORS LLC trimmed | 136,707 | $4M | 0.2% | 2026-Q1 |
| Sovran Advisors, LLC trimmed | 132,869 | $3M | 0.2% | 2026-Q1 |
| Mariner, LLC added | 128,083 | $3M | 0.2% | 2026-Q1 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC trimmed | 125,051 | $3M | 0.2% | 2026-Q1 |
| Inspire Advisors, LLC added | 113,738 | $3M | 0.2% | 2026-Q1 |
| BlackDiamond Wealth Management, LLC added | 109,552 | $3M | 0.2% | 2026-Q1 |
| DeDora Capital, Inc. added | 98,429 | $3M | 0.2% | 2026-Q1 |
| Troutman Wealth Management, LLC added | 95,877 | $2M | 0.2% | 2026-Q1 |
| CLG LLC added | 93,054 | $2M | 0.2% | 2026-Q1 |
| HARBOUR INVESTMENTS, INC. added | 89,285 | $2M | 0.2% | 2026-Q1 |
| UPTICK PARTNERS, LLC new | 87,628 | $2M | 0.2% | 2026-Q1 |
| Wealth Science Advisors LLC | 86,043 | $2M | 0.2% | 2026-Q1 |
| IFP Advisors, Inc added | 85,729 | $2M | 0.1% | 2026-Q1 |
| Equitable Holdings, Inc. added | 85,049 | $2M | 0.1% | 2026-Q1 |
| Janney Montgomery Scott LLC added | 79,918 | $2M | 0.1% | 2026-Q1 |
| Cannon Financial Strategists, Inc. added | 77,816 | $2M | 0.1% | 2026-Q1 |
| Freestate Advisors LLC added | 74,558 | $2M | 0.1% | 2026-Q1 |
| New England Capital Financial Advisors LLC trimmed | 74,129 | $2M | 0.1% | 2026-Q1 |
| Capital International Investors added | 73,415 | $2M | 0.1% | 2026-Q1 |
| OPPENHEIMER & CO INC added | 68,058 | $2M | 0.1% | 2026-Q1 |
| Smith Thornton Advisors LLC added | 67,273 | $2M | 0.1% | 2026-Q1 |
| WNY Asset Management, LLC trimmed | 64,388 | $2M | 0.1% | 2026-Q1 |
| Independent Advisor Alliance added | 63,956 | $2M | 0.1% | 2026-Q1 |
| Werba Rubin Papier Wealth Management added | 60,941 | $2M | 0.1% | 2026-Q1 |
| Perennial Investment Advisors, LLC added | 57,599 | $1M | 0.1% | 2026-Q1 |
| Founders Financial Alliance, LLC added | 57,314 | $1M | 0.1% | 2026-Q1 |
| Summit Financial, LLC added | 57,004 | $1M | 0.1% | 2026-Q1 |
| TRUIST FINANCIAL CORP added | 56,674 | $1M | 0.1% | 2026-Q1 |
| Western Wealth Management, LLC added | 54,326 | $1M | 0.1% | 2026-Q1 |
| MAI Capital Management added | 51,586 | $1M | 0.1% | 2026-Q1 |
| Orion Porfolio Solutions, LLC trimmed | 50,784 | $1M | 0.1% | 2026-Q1 |
| Weaver Consulting Group new | 45,712 | $1M | 0.1% | 2026-Q1 |
| NATIXIS ADVISORS, LLC added | 43,899 | $1M | 0.1% | 2026-Q1 |
| Confluence Wealth Services, Inc. | 40,802 | $1M | 0.1% | 2026-Q1 |
| Prospera Financial Services Inc added | 39,252 | $1M | 0.1% | 2026-Q1 |
| Pines Wealth Management, LLC added | 38,079 | $982K | 0.1% | 2026-Q1 |
| Cyndeo Wealth Partners, LLC added | 37,718 | $973K | 0.1% | 2026-Q1 |
| TOWNSQUARE CAPITAL LLC new | 593,172 | $15M | 1.0% | 2025-Q1 stale |
| NORDEN GROUP LLC trimmed | 558,923 | $14M | 1.0% | 2025-Q2 stale |
| Beta Wealth Group, Inc. trimmed | 493,239 | $13M | 0.9% | 2025-Q2 stale |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 405,525 | $11M | 0.7% | 2025-Q3 stale |
| NewEdge Advisors, LLC added | 383,406 | $10M | 0.7% | 2025-Q4 stale |
| Creekmur Asset Management LLC trimmed | 199,912 | $5M | 0.3% | 2025-Q3 stale |
| SOL Capital Management CO added | 144,360 | $4M | 0.3% | 2025-Q4 stale |
| StoneX Group Inc. trimmed | 130,520 | $3M | 0.2% | 2025-Q4 stale |
| Atria Wealth Solutions, Inc. trimmed | 123,450 | $3M | 0.2% | 2025-Q2 stale |
| AVANTAX ADVISORY SERVICES, INC. added | 48,050 | $1M | 0.1% | 2025-Q2 stale |
| Parsonex Advisory Services, Inc. added | 43,130 | $1M | 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.