Who owns CGVV
Which tracked institutional funds hold CGVV, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See CGVV company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-17). 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
11 tracked funds added or opened CGVV while 4 trimmed or exited it between 2026-Q1 and 2026-Q2 — 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
CGVV’s largest tracked holder by dollar value, Concurrent Investment Advisors, LLC, sizes it at 0.2% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.2pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in CGVV 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 36 tracked filers holding CGVV, 29 increased or opened the position and 10 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 CGVV 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 1
- LPL Financial LLC$5M
Full exits 1
- Cambridge Investment Research Advisors, Inc.$538K
Largest adds
- Capital Group Private Client Services, Inc.$5M
- ENVESTNET ASSET MANAGEMENT INC$4M
- Concurrent Investment Advisors, LLC$4M
- MML INVESTORS SERVICES, LLC$4M
- VVR Holdings LLC$3M
- OSAIC HOLDINGS, INC.$2M
Largest trims
- Capital International Investors$10M
- EverSource Wealth Advisors, LLC$6M
- CMC Financial Group$266K
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 |
|---|---|---|---|---|
| Concurrent Investment Advisors, LLC added | 600,703 | $19M | 18.7% | 2026-Q2 |
| Capital International Investors trimmed | 550,000 | $17M | 17.1% | 2026-Q2 |
| Capital Group Private Client Services, Inc. added | 525,336 | $16M | 16.3% | 2026-Q2 |
| VVR Holdings LLC added | 417,651 | $13M | 13.0% | 2026-Q2 |
| RM Financial Services, LLC added | 229,302 | $7M | 7.1% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 152,321 | $5M | 4.7% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 151,970 | $5M | 4.7% | 2026-Q2 |
| LPL Financial LLC new | 146,506 | $5M | 4.6% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 129,513 | $4M | 4.0% | 2026-Q2 |
| J. Derek Lewis & Associates Inc. added | 42,095 | $1M | 1.3% | 2026-Q2 |
| Fearless Solutions, LLC dba Best Invest added | 32,723 | $1M | 1.0% | 2026-Q2 |
| Sigma Planning Corp added | 27,000 | $835K | 0.8% | 2026-Q2 |
| BHK Investment Advisors, LLC added | 26,820 | $829K | 0.8% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 25,545 | $789K | 0.8% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC trimmed | 17,863 | $552K | 0.6% | 2026-Q2 |
| CMC Financial Group trimmed | 17,688 | $547K | 0.6% | 2026-Q2 |
| Beacon Financial Advisory LLC new | 12,115 | $374K | 0.4% | 2026-Q2 |
| Kestra Advisory Services, LLC new | 8,490 | $262K | 0.3% | 2026-Q2 |
| Confluence Wealth Services, Inc. added | 8,316 | $257K | 0.3% | 2026-Q2 |
| Junk Investment Group, LLC added | 8,249 | $255K | 0.3% | 2026-Q2 |
| Valmark Advisers, Inc. new | 7,800 | $241K | 0.2% | 2026-Q2 |
| JANE STREET GROUP, LLC trimmed | 7,636 | $236K | 0.2% | 2026-Q2 |
| NWF Advisory Services Inc. new | 6,807 | $210K | 0.2% | 2026-Q2 |
| Equitable Holdings, Inc. new | 6,692 | $207K | 0.2% | 2026-Q2 |
| Integrated Wealth Concepts LLC new | 4,100 | $127K | 0.1% | 2026-Q2 |
| BARRETT & COMPANY, INC. | 3,000 | $93K | 0.1% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. added | 2,810 | $87K | 0.1% | 2026-Q2 |
| Global Retirement Partners, LLC new | 2,050 | $63K | 0.1% | 2026-Q2 |
| ROTHSCHILD INVESTMENT LLC added | 1,950 | $60K | 0.1% | 2026-Q2 |
| EverSource Wealth Advisors, LLC trimmed | 1,942 | $60K | 0.1% | 2026-Q2 |
| Capital Investment Advisory Services, LLC new | 1,730 | $53K | 0.1% | 2026-Q2 |
| Larson Financial Group LLC added | 1,276 | $39K | 0.0% | 2026-Q2 |
| SITTNER & NELSON, LLC | 938 | $29K | 0.0% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 367 | $11K | 0.0% | 2026-Q2 |
| NewEdge Advisors, LLC new | 36 | $1K | 0.0% | 2026-Q2 |
| CREATIVE FINANCIAL DESIGNS INC /ADV added | 16 | $495 | 0.0% | 2026-Q2 |
| Cambridge Investment Research Advisors, Inc. added | 20,118 | $538K | 0.5% | 2026-Q1 stale (1 quarter behind) |
| Advisory Services Network, LLC trimmed | 6,223 | $166K | 0.2% | 2026-Q1 stale (1 quarter behind) |
| Sunbelt Securities, Inc. added | 2,940 | $79K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| Ameritas Advisory Services, LLC new | 813 | $22K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| CWM, LLC new | 524 | $14K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| CITADEL ADVISORS LLC new | 10,635 | $286K | 0.3% | 2025-Q4 stale (2 quarters behind) |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. new | 0 | — | 0.0% | 2025-Q2 stale (4 quarters behind) |
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.