Who owns CGUS
Which tracked institutional funds hold CGUS, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See CGUS company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-18). 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 CGUS is one-sided between 2026-Q1 and 2026-Q2: 199 added or opened and 33 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
CGUS’s largest tracked holder by dollar value, LPL Financial LLC, sizes it at 0.3% of its own reported 13F book, while the median holder sizes it at 0.3% 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 CGUS 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 427 tracked filers holding CGUS, 275 increased or opened the position and 148 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 CGUS 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 18
- NewEdge Advisors, LLC$53M
- IFG Advisory, LLC$6M
- Global Retirement Partners, LLC$4M
- R2 Capital Strategies, LLC$3M
- Diversify Advisory Services, LLC$3M
- D. E. Shaw & Co., Inc.$3M
Full exits 23
- Cambridge Investment Research Advisors, Inc.$120M
- Janney Montgomery Scott LLC$39M
- CWM, LLC$23M
- TUDOR INVESTMENT CORP ET AL$18M
- Independent Advisor Alliance$16M
- NATIXIS ADVISORS, LLC$11M
Largest adds
- LPL Financial LLC$360M
- JONES FINANCIAL COMPANIES LLLP$263M
- RAYMOND JAMES FINANCIAL INC$101M
- ENVESTNET ASSET MANAGEMENT INC$90M
- WELLS FARGO & COMPANY/MN$79M
- MML INVESTORS SERVICES, LLC$49M
Largest trims
- Entruity Wealth, LLC$4M
- SIGNATURE ESTATE & INVESTMENT ADVISORS LLC$3M
- Gateway Wealth Partners, LLC$3M
- HUB Investment Partners, LLC$2M
- Merited Wealth, LLC$2M
- CREATIVE FINANCIAL DESIGNS INC /ADV$1M
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 | 32,330,461 | $1.4B | 19.3% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 14,081,012 | $626M | 8.4% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 12,776,470 | $556M | 7.5% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 9,873,183 | $439M | 5.9% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 7,724,623 | $344M | 4.6% | 2026-Q2 |
| MORGAN STANLEY added | 6,715,988 | $299M | 4.0% | 2026-Q2 |
| Cetera Investment Advisers added | 6,388,312 | $284M | 3.8% | 2026-Q2 |
| Capital International Investors added | 6,064,640 | $270M | 3.6% | 2026-Q2 |
| Capital Group Private Client Services, Inc. added | 5,251,530 | $234M | 3.1% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 4,446,114 | $198M | 2.7% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO trimmed | 4,232,575 | $188M | 2.5% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 3,659,190 | $163M | 2.2% | 2026-Q2 |
| BENJAMIN EDWARDS INC added | 2,837,703 | $126M | 1.7% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 2,641,914 | $118M | 1.6% | 2026-Q2 |
| SEI INVESTMENTS CO added | 2,592,701 | $115M | 1.5% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 2,545,562 | $113M | 1.5% | 2026-Q2 |
| Private Advisor Group, LLC added | 2,352,921 | $105M | 1.4% | 2026-Q2 |
| Merit Financial Group, LLC trimmed | 2,268,466 | $101M | 1.4% | 2026-Q2 |
| CAPTRUST FINANCIAL ADVISORS trimmed | 1,769,882 | $79M | 1.1% | 2026-Q2 |
| UBS Group AG added | 1,744,803 | $78M | 1.0% | 2026-Q2 |
| Kestra Advisory Services, LLC added | 1,601,400 | $71M | 1.0% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 1,456,681 | $65M | 0.9% | 2026-Q2 |
| STIFEL FINANCIAL CORP added | 1,427,183 | $63M | 0.9% | 2026-Q2 |
| Valmark Advisers, Inc. added | 1,369,821 | $61M | 0.8% | 2026-Q2 |
| ASSETMARK, INC added | 1,360,356 | $61M | 0.8% | 2026-Q2 |
| Baird Financial Group, Inc. added | 1,343,454 | $60M | 0.8% | 2026-Q2 |
| &PARTNERS trimmed | 1,217,530 | $54M | 0.7% | 2026-Q2 |
| NewEdge Advisors, LLC added | 1,196,622 | $53M | 0.7% | 2026-Q2 |
| Midwest Heritage Bank, FSB added | 1,081,516 | $48M | 0.6% | 2026-Q2 |
| Souders Financial Advisors added | 1,053,533 | $47M | 0.6% | 2026-Q2 |
| SILVER OAK SECURITIES, INCORPORATED added | 990,870 | $44M | 0.6% | 2026-Q2 |
| HUB Investment Partners, LLC trimmed | 835,860 | $37M | 0.5% | 2026-Q2 |
| Equitable Holdings, Inc. added | 681,339 | $30M | 0.4% | 2026-Q2 |
| BIP Wealth, LLC trimmed | 677,471 | $30M | 0.4% | 2026-Q2 |
| HighPoint Advisor Group LLC added | 662,501 | $29M | 0.4% | 2026-Q2 |
| Vestmark Advisory Solutions, Inc. added | 633,537 | $28M | 0.4% | 2026-Q2 |
| AA Financial Advisors, LLC added | 597,760 | $27M | 0.4% | 2026-Q2 |
| D.A. DAVIDSON & CO. added | 581,586 | $26M | 0.3% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 554,543 | $25M | 0.3% | 2026-Q2 |
| EverSource Wealth Advisors, LLC added | 521,110 | $23M | 0.3% | 2026-Q2 |
| Summit Investment Advisory Services, LLC added | 502,993 | $22M | 0.3% | 2026-Q2 |
| Orion Porfolio Solutions, LLC added | 482,137 | $21M | 0.3% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. added | 480,619 | $21M | 0.3% | 2026-Q2 |
| Beacon Pointe Advisors, LLC trimmed | 474,889 | $21M | 0.3% | 2026-Q2 |
| IFP Advisors, Inc added | 439,025 | $20M | 0.3% | 2026-Q2 |
| Ameritas Investment Partners, Inc. added | 434,166 | $19M | 0.3% | 2026-Q2 |
| Forge Financial Services LLC trimmed | 432,535 | $19M | 0.3% | 2026-Q2 |
| Ergawealth Advisors, Inc. added | 431,464 | $19M | 0.3% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 421,337 | $19M | 0.3% | 2026-Q2 |
| STEPHENS INC /AR/ added | 416,532 | $19M | 0.2% | 2026-Q2 |
| J. Derek Lewis & Associates Inc. added | 415,308 | $18M | 0.2% | 2026-Q2 |
| BETO FINANCIAL GROUP, LLC added | 414,563 | $18M | 0.2% | 2026-Q2 |
| PRINCIPAL SECURITIES, INC. added | 375,987 | $17M | 0.2% | 2026-Q2 |
| Burford Brothers, Inc. added | 370,125 | $16M | 0.2% | 2026-Q2 |
| Bridgewealth Advisory Group, LLC added | 356,375 | $16M | 0.2% | 2026-Q2 |
| Mutual Advisors, LLC added | 352,983 | $16M | 0.2% | 2026-Q2 |
| TRUIST FINANCIAL CORP added | 346,777 | $15M | 0.2% | 2026-Q2 |
| Strategic Blueprint, LLC added | 338,547 | $15M | 0.2% | 2026-Q2 |
| Apollon Wealth Management, LLC added | 310,853 | $14M | 0.2% | 2026-Q2 |
| Vigil Wealth Management, LLC added | 310,840 | $14M | 0.2% | 2026-Q2 |
| Compton Financial Group, LLC added | 309,038 | $14M | 0.2% | 2026-Q2 |
| Essex Financial Services, Inc. added | 302,902 | $13M | 0.2% | 2026-Q2 |
| Integrated Wealth Concepts LLC added | 288,986 | $13M | 0.2% | 2026-Q2 |
| KINGSWOOD WEALTH ADVISORS, LLC trimmed | 279,381 | $12M | 0.2% | 2026-Q2 |
| SAGESPRING WEALTH PARTNERS, LLC trimmed | 276,431 | $12M | 0.2% | 2026-Q2 |
| Michael Brady & Co., LLC trimmed | 263,264 | $12M | 0.2% | 2026-Q2 |
| Challenger Wealth Management trimmed | 256,771 | $11M | 0.2% | 2026-Q2 |
| ST GERMAIN D J CO INC added | 254,286 | $11M | 0.2% | 2026-Q2 |
| Guided Capital Wealth Management, LLC added | 247,559 | $11M | 0.1% | 2026-Q2 |
| Per Stirling Capital Management, LLC. added | 236,010 | $10M | 0.1% | 2026-Q2 |
| Smartleaf Asset Management LLC | 230,295 | $10M | 0.1% | 2026-Q2 |
| CARY STREET PARTNERS FINANCIAL LLC added | 226,353 | $10M | 0.1% | 2026-Q2 |
| Envestnet Portfolio Solutions, Inc. added | 219,232 | $10M | 0.1% | 2026-Q2 |
| FOUNDERS FINANCIAL SECURITIES LLC trimmed | 215,733 | $10M | 0.1% | 2026-Q2 |
| Cannon Wealth Management Services, LLC added | 215,270 | $10M | 0.1% | 2026-Q2 |
| Entruity Wealth, LLC trimmed | 204,388 | $9M | 0.1% | 2026-Q2 |
| GREAT VALLEY ADVISOR GROUP, INC. added | 199,779 | $9M | 0.1% | 2026-Q2 |
| Gerber Kawasaki Wealth & Investment Management added | 194,825 | $9M | 0.1% | 2026-Q2 |
| BLAIR WILLIAM & CO/IL added | 192,751 | $9M | 0.1% | 2026-Q2 |
| Geneos Wealth Management Inc. added | 191,173 | $9M | 0.1% | 2026-Q2 |
| Cullen/Frost Bankers, Inc. trimmed | 180,151 | $8M | 0.1% | 2026-Q2 |
| Aspire Growth Partners LLC added | 173,785 | $8M | 0.1% | 2026-Q2 |
| Sovran Advisors, LLC added | 169,831 | $7M | 0.1% | 2026-Q2 |
| KINTRA WEALTH, LLC added | 165,575 | $8M | 0.1% | 2026-Q2 |
| Clear Creek Financial Management, LLC added | 165,195 | $7M | 0.1% | 2026-Q2 |
| Advisory Services Network, LLC added | 157,710 | $7M | 0.1% | 2026-Q2 |
| PFG Advisors added | 150,541 | $7M | 0.1% | 2026-Q2 |
| A&I FINANCIAL SERVICES, LLC added | 146,508 | $7M | 0.1% | 2026-Q2 |
| Sanctuary Advisors, LLC added | 145,244 | $6M | 0.1% | 2026-Q2 |
| Wealthcare Advisory Partners LLC trimmed | 138,584 | $6M | 0.1% | 2026-Q2 |
| IFG Advisory, LLC added | 134,061 | $6M | 0.1% | 2026-Q2 |
| BNB Wealth Management, LLC trimmed | 131,984 | $6M | 0.1% | 2026-Q2 |
| Vise Technologies, Inc. added | 131,648 | $6M | 0.1% | 2026-Q2 |
| Transcendent Capital Group LLC trimmed | 131,529 | $6M | 0.1% | 2026-Q2 |
| Venture Visionary Partners LLC added | 128,713 | $6M | 0.1% | 2026-Q2 |
| SITTNER & NELSON, LLC added | 126,551 | $6M | 0.1% | 2026-Q2 |
| Cushing Capital Partners, LLC added | 125,333 | $6M | 0.1% | 2026-Q2 |
| Perennial Investment Advisors, LLC added | 124,737 | $6M | 0.1% | 2026-Q2 |
| Gateway Wealth Partners, LLC trimmed | 124,032 | $6M | 0.1% | 2026-Q2 |
| Western Wealth Management, LLC trimmed | 122,750 | $5M | 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.