Who owns CGSM
Which tracked institutional funds hold CGSM, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See CGSM company fundamentals →
Ownership as of the 2026-Q1 13F filings (latest filed 2026-05-15). 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 CGSM is one-sided between 2025-Q4 and 2026-Q1: 48 added or opened and 15 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
CGSM’s largest tracked holder by dollar value, Capital International Investors, sizes it at 0.1% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in CGSM 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 147 tracked filers holding CGSM, 103 increased or opened the position and 39 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 CGSM 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 7
- Apella Capital, LLC$4M
- OLD MISSION CAPITAL LLC$2M
- UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$2M
- PETREDIS INVESTMENT ADVISORS LLC$996K
- SFG Wealth Management, LLC.$851K
- SIGNATURE ESTATE & INVESTMENT ADVISORS LLC$747K
Full exits 5
- J.W. COLE ADVISORS, INC.$4M
- StoneX Group Inc.$3M
- Beta Wealth Group, Inc.$2M
- NewEdge Advisors, LLC$1M
- GOLDMAN SACHS GROUP INC$774K
Largest adds
- MORGAN STANLEY$22M
- LPL Financial LLC$16M
- Cetera Investment Advisers$8M
- ENVESTNET ASSET MANAGEMENT INC$7M
- JONES FINANCIAL COMPANIES LLLP$7M
- Kestra Advisory Services, LLC$6M
Largest trims
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$11M
- CAPTRUST FINANCIAL ADVISORS$4M
- EverSource Wealth Advisors, LLC$2M
- Valmark Advisers, Inc.$1M
- MML INVESTORS SERVICES, LLC$1M
- OSAIC HOLDINGS, INC.$796K
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 |
|---|---|---|---|---|
| Capital International Investors added | 13,168,002 | $346M | 36.3% | 2026-Q1 |
| MORGAN STANLEY added | 3,688,463 | $97M | 10.2% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 2,928,560 | $77M | 8.1% | 2026-Q1 |
| LPL Financial LLC added | 2,191,408 | $58M | 6.0% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 1,104,690 | $29M | 3.0% | 2026-Q1 |
| Cetera Investment Advisers added | 989,257 | $26M | 2.7% | 2026-Q1 |
| Capital Group Private Client Services, Inc. added | 800,815 | $21M | 2.2% | 2026-Q1 |
| CAPTRUST FINANCIAL ADVISORS trimmed | 712,535 | $19M | 2.0% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 690,408 | $18M | 1.9% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP added | 656,761 | $17M | 1.8% | 2026-Q1 |
| TRUIST FINANCIAL CORP added | 419,385 | $11M | 1.2% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 395,994 | $10M | 1.1% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 372,711 | $10M | 1.0% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 360,873 | $9M | 1.0% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC trimmed | 348,737 | $9M | 1.0% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 326,116 | $9M | 0.9% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 310,024 | $8M | 0.9% | 2026-Q1 |
| Vestmark Advisory Solutions, Inc. added | 304,185 | $8M | 0.8% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 290,883 | $8M | 0.8% | 2026-Q1 |
| Boulder Wealth Advisors, LLC added | 250,801 | $7M | 0.7% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 202,450 | $5M | 0.6% | 2026-Q1 |
| INTEGRATED WEALTHCARE, LLC added | 195,969 | $5M | 0.5% | 2026-Q1 |
| Steward Partners Investment Advisory, LLC added | 191,624 | $5M | 0.5% | 2026-Q1 |
| Financial Connections Group, Inc. added | 190,872 | $5M | 0.5% | 2026-Q1 |
| PRINCIPAL SECURITIES, INC. added | 188,695 | $5M | 0.5% | 2026-Q1 |
| Private Advisor Group, LLC added | 187,205 | $5M | 0.5% | 2026-Q1 |
| Hartmann Taylor Wealth Management, LLC trimmed | 155,916 | $4M | 0.4% | 2026-Q1 |
| Apella Capital, LLC new | 151,956 | $4M | 0.4% | 2026-Q1 |
| BENJAMIN EDWARDS INC added | 149,961 | $4M | 0.4% | 2026-Q1 |
| Janney Montgomery Scott LLC added | 149,372 | $4M | 0.4% | 2026-Q1 |
| NATIXIS ADVISORS, LLC added | 142,364 | $4M | 0.4% | 2026-Q1 |
| Total Clarity Wealth Management, Inc. added | 140,438 | $4M | 0.4% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 137,966 | $4M | 0.4% | 2026-Q1 |
| Orion Porfolio Solutions, LLC trimmed | 123,276 | $3M | 0.3% | 2026-Q1 |
| ASSETMARK, INC trimmed | 122,757 | $3M | 0.3% | 2026-Q1 |
| &PARTNERS added | 118,017 | $3M | 0.3% | 2026-Q1 |
| FWG Holdings, LLC added | 116,934 | $3M | 0.3% | 2026-Q1 |
| Royal Harbor Partners, LLC added | 110,981 | $3M | 0.3% | 2026-Q1 |
| CWM, LLC added | 109,982 | $3M | 0.3% | 2026-Q1 |
| GREAT VALLEY ADVISOR GROUP, INC. added | 104,317 | $3M | 0.3% | 2026-Q1 |
| Baird Financial Group, Inc. added | 99,411 | $3M | 0.3% | 2026-Q1 |
| KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT added | 97,927 | $3M | 0.3% | 2026-Q1 |
| OLD MISSION CAPITAL LLC added | 93,958 | $2M | 0.3% | 2026-Q1 |
| Rockefeller Capital Management L.P. added | 90,526 | $2M | 0.2% | 2026-Q1 |
| SEI INVESTMENTS CO added | 90,268 | $2M | 0.2% | 2026-Q1 |
| Cauble & Harre Wealth Management, Inc. added | 88,518 | $2M | 0.2% | 2026-Q1 |
| Transamerica Financial Advisors, LLC added | 87,331 | $2M | 0.2% | 2026-Q1 |
| Betterment LLC trimmed | 82,317 | $2M | 0.2% | 2026-Q1 |
| Jacobi Capital Management LLC added | 81,883 | $2M | 0.2% | 2026-Q1 |
| Tribridge Partners Financial LLC added | 80,765 | $2M | 0.2% | 2026-Q1 |
| COTTONWOOD CAPITAL ADVISORS, LLC added | 74,941 | $2M | 0.2% | 2026-Q1 |
| PUREfi Wealth, LLC trimmed | 68,160 | $2M | 0.2% | 2026-Q1 |
| Simplicity Wealth,LLC added | 66,961 | $2M | 0.2% | 2026-Q1 |
| Gateway Wealth Partners, LLC added | 64,441 | $2M | 0.2% | 2026-Q1 |
| Smith Thornton Advisors LLC | 59,890 | $2M | 0.2% | 2026-Q1 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC new | 58,750 | $2M | 0.2% | 2026-Q1 |
| Bison Wealth, LLC added | 54,092 | $1M | 0.1% | 2026-Q1 |
| WEDBUSH SECURITIES INC added | 48,773 | $1M | 0.1% | 2026-Q1 |
| JHP Wealth Management, LLC trimmed | 45,826 | $1M | 0.1% | 2026-Q1 |
| Burton Enright Welch added | 43,343 | $1M | 0.1% | 2026-Q1 |
| Envestnet Portfolio Solutions, Inc. trimmed | 43,260 | $1M | 0.1% | 2026-Q1 |
| Cerity Partners LLC added | 41,731 | $1M | 0.1% | 2026-Q1 |
| Greykasell Wealth Strategies, Inc. added | 41,356 | $1M | 0.1% | 2026-Q1 |
| STIFEL FINANCIAL CORP added | 39,433 | $1M | 0.1% | 2026-Q1 |
| Aprio Wealth Management, LLC added | 37,950 | $997K | 0.1% | 2026-Q1 |
| PETREDIS INVESTMENT ADVISORS LLC new | 37,900 | $996K | 0.1% | 2026-Q1 |
| Souders Financial Advisors added | 36,786 | $967K | 0.1% | 2026-Q1 |
| Confluence Wealth Services, Inc. trimmed | 36,093 | $949K | 0.1% | 2026-Q1 |
| D.A. DAVIDSON & CO. trimmed | 36,045 | $947K | 0.1% | 2026-Q1 |
| Sunrise Financial Services, LLC trimmed | 35,561 | $935K | 0.1% | 2026-Q1 |
| Advisory Services Network, LLC added | 35,365 | $929K | 0.1% | 2026-Q1 |
| U.S. Capital Wealth Advisors, LLC | 33,275 | $874K | 0.1% | 2026-Q1 |
| Lakeside Advisors, INC. added | 33,000 | $867K | 0.1% | 2026-Q1 |
| Acorn Wealth Advisors, LLC | 32,777 | $861K | 0.1% | 2026-Q1 |
| SFG Wealth Management, LLC. new | 32,377 | $851K | 0.1% | 2026-Q1 |
| Cullen/Frost Bankers, Inc. added | 30,515 | $802K | 0.1% | 2026-Q1 |
| GWN SECURITIES INC. trimmed | 29,481 | $775K | 0.1% | 2026-Q1 |
| Stratos Wealth Partners, LTD. added | 29,475 | $775K | 0.1% | 2026-Q1 |
| Visionary Wealth Advisors added | 29,424 | $773K | 0.1% | 2026-Q1 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC new | 28,433 | $747K | 0.1% | 2026-Q1 |
| Capital Investment Management, Inc. trimmed | 26,990 | $709K | 0.1% | 2026-Q1 |
| MCF Advisors LLC new | 25,669 | $675K | 0.1% | 2026-Q1 |
| Prospera Financial Services Inc | 25,254 | $664K | 0.1% | 2026-Q1 |
| LANDAAS & CO /WI /ADV trimmed | 21,779 | $572K | 0.1% | 2026-Q1 |
| HARBOUR INVESTMENTS, INC. added | 21,153 | $556K | 0.1% | 2026-Q1 |
| World Investment Advisors added | 21,073 | $554K | 0.1% | 2026-Q1 |
| Peterson Wealth Advisors, LLC trimmed | 20,960 | $551K | 0.1% | 2026-Q1 |
| RICHARDS, MERRILL & PETERSON, INC. trimmed | 20,800 | $547K | 0.1% | 2026-Q1 |
| Integrated Wealth Concepts LLC added | 19,438 | $511K | 0.1% | 2026-Q1 |
| Astoria Portfolio Advisors LLC. added | 19,084 | $504K | 0.1% | 2026-Q1 |
| UHLMANN PRICE SECURITIES, LLC trimmed | 18,393 | $483K | 0.1% | 2026-Q1 |
| J.W. COLE ADVISORS, INC. added | 145,281 | $4M | 0.4% | 2025-Q4 stale |
| StoneX Group Inc. added | 113,285 | $3M | 0.3% | 2025-Q4 stale |
| Orion Portfolio Solutions, LLC added | 87,838 | $2M | 0.2% | 2025-Q1 stale |
| Beta Wealth Group, Inc. trimmed | 63,237 | $2M | 0.2% | 2025-Q4 stale |
| NewEdge Advisors, LLC added | 51,790 | $1M | 0.1% | 2025-Q4 stale |
| GOLDMAN SACHS GROUP INC added | 29,400 | $774K | 0.1% | 2025-Q4 stale |
| Atria Wealth Solutions, Inc. trimmed | 27,424 | $715K | 0.1% | 2025-Q2 stale |
| OAK HILL WEALTH ADVISORS, LLC added | 26,553 | $700K | 0.1% | 2025-Q3 stale |
| AVANTAX ADVISORY SERVICES, INC. added | 17,884 | $466K | 0.0% | 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.