Who owns CGW (CGW)
Which tracked institutional funds hold CGW, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See CGW 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
28 tracked funds added or opened CGW while 10 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
CGW’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 0.0% of theirs — a 0.0pp gap the other way — the median holder sizes CGW more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in CGW 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 201 tracked filers holding CGW, 88 increased or opened the position and 73 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 CGW 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 9
- JANE STREET GROUP, LLC$3M
- Empowered Funds, LLC$3M
- CITADEL ADVISORS LLC$2M
- MANUFACTURERS LIFE INSURANCE COMPANY, THE$2M
- Hilltop Holdings Inc.$1M
- Phoenix Wealth Advisors$941K
Full exits 6
- Cullen Capital Management, LLC$2M
- Wealthspire Retirement, LLC$1M
- Wealth Advisory Team LLC$944K
- COMERICA BANK$810K
- Atria Investments, Inc$808K
- TIAA TRUST, NATIONAL ASSOCIATION$567K
Largest adds
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$8M
- MORGAN STANLEY$4M
- UBS Group AG$3M
- BANK OF AMERICA CORP /DE/$3M
- FLOW TRADERS U.S. LLC$3M
- EverSource Wealth Advisors, LLC$2M
Largest trims
- Perigon Wealth Management, LLC$559K
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$460K
- Fiduciary Trust Co$425K
- STIFEL FINANCIAL CORP$286K
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 | 951,131 | $61M | 14.2% | 2026-Q1 |
| Conservest Capital Advisors, Inc. trimmed | 498,177 | $32M | 7.4% | 2026-Q1 |
| UBS Group AG added | 488,128 | $31M | 7.3% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 480,777 | $31M | 7.2% | 2026-Q1 |
| WEATHERLY ASSET MANAGEMENT L. P. trimmed | 402,922 | $26M | 6.0% | 2026-Q1 |
| 1832 Asset Management L.P. added | 343,468 | $22M | 5.1% | 2026-Q1 |
| Cetera Investment Advisers added | 174,565 | $11M | 2.6% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC added | 162,586 | $10M | 2.4% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN trimmed | 157,894 | $10M | 2.4% | 2026-Q1 |
| LPL Financial LLC added | 137,759 | $9M | 2.1% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 122,847 | $8M | 1.8% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 120,441 | $8M | 1.8% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. trimmed | 111,748 | $7M | 1.7% | 2026-Q1 |
| HighTower Advisors, LLC added | 111,447 | $7M | 1.7% | 2026-Q1 |
| Addison Advisors LLC trimmed | 101,097 | $6M | 1.5% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 98,072 | $6M | 1.5% | 2026-Q1 |
| Steward Partners Investment Advisory, LLC added | 84,768 | $5M | 1.3% | 2026-Q1 |
| Baron Financial Group, LLC trimmed | 83,237 | $5M | 1.2% | 2026-Q1 |
| Bleakley Financial Group, LLC trimmed | 65,605 | $4M | 1.0% | 2026-Q1 |
| Rockefeller Capital Management L.P. added | 64,341 | $4M | 1.0% | 2026-Q1 |
| Fiduciary Trust Co trimmed | 62,705 | $4M | 0.9% | 2026-Q1 |
| NATIONAL BANK OF CANADA /FI/ added | 61,881 | $4M | 0.9% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 60,023 | $4M | 0.9% | 2026-Q1 |
| FLOW TRADERS U.S. LLC added | 58,066 | $4M | 0.9% | 2026-Q1 |
| GRIMES & Co WEALTH MANAGEMENT, LLC trimmed | 57,468 | $4M | 0.9% | 2026-Q1 |
| FCA CORP /TX added | 53,005 | $3M | 0.8% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 52,234 | $3M | 0.8% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 49,652 | $3M | 0.7% | 2026-Q1 |
| Empowered Funds, LLC new | 41,868 | $3M | 0.6% | 2026-Q1 |
| Cambria Investment Management, L.P. trimmed | 41,868 | $3M | 0.6% | 2026-Q1 |
| Koss-Olinger Consulting, LLC added | 39,347 | $3M | 0.6% | 2026-Q1 |
| Wealthcare Advisory Partners LLC added | 37,304 | $2M | 0.6% | 2026-Q1 |
| BNP PARIBAS FINANCIAL MARKETS | 37,295 | $2M | 0.6% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP added | 35,184 | $2M | 0.5% | 2026-Q1 |
| EverSource Wealth Advisors, LLC added | 31,100 | $2M | 0.5% | 2026-Q1 |
| OSAIC HOLDINGS, INC. added | 32,751 | $2M | 0.5% | 2026-Q1 |
| Beacon Pointe Advisors, LLC added | 32,375 | $2M | 0.5% | 2026-Q1 |
| 1 NORTH WEALTH SERVICES LLC added | 31,991 | $2M | 0.5% | 2026-Q1 |
| CITADEL ADVISORS LLC trimmed | 31,158 | $2M | 0.5% | 2026-Q1 |
| CREATIVE FINANCIAL DESIGNS INC /ADV added | 29,378 | $2M | 0.4% | 2026-Q1 |
| Lynx Investment Advisory | 25,903 | $2M | 0.4% | 2026-Q1 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE added | 25,049 | $2M | 0.4% | 2026-Q1 |
| Meridian Wealth Management, LLC added | 22,042 | $1M | 0.3% | 2026-Q1 |
| Prism Advisors, Inc. | 20,991 | $1M | 0.3% | 2026-Q1 |
| NORTHERN TRUST CORP added | 20,300 | $1M | 0.3% | 2026-Q1 |
| EVOKE WEALTH, LLC | 19,493 | $1M | 0.3% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 18,804 | $1M | 0.3% | 2026-Q1 |
| US BANCORP \DE\ trimmed | 17,394 | $1M | 0.3% | 2026-Q1 |
| Hilltop Holdings Inc. new | 17,207 | $1M | 0.3% | 2026-Q1 |
| Widmann Financial Services, Inc. added | 16,744 | $1M | 0.2% | 2026-Q1 |
| Apella Capital, LLC trimmed | 16,067 | $1M | 0.2% | 2026-Q1 |
| Allodium Investment Consultants, LLC trimmed | 15,884 | $1M | 0.2% | 2026-Q1 |
| Comprehensive Money Management Services LLC trimmed | 15,851 | $1M | 0.2% | 2026-Q1 |
| Cerity Partners LLC trimmed | 15,677 | $1M | 0.2% | 2026-Q1 |
| Aptus Capital Advisors, LLC trimmed | 15,269 | $976K | 0.2% | 2026-Q1 |
| Phoenix Wealth Advisors trimmed | 14,718 | $941K | 0.2% | 2026-Q1 |
| FIFTH THIRD BANCORP added | 14,354 | $918K | 0.2% | 2026-Q1 |
| Mariner, LLC trimmed | 13,416 | $846K | 0.2% | 2026-Q1 |
| FMR LLC added | 12,342 | $789K | 0.2% | 2026-Q1 |
| PRINCIPAL SECURITIES, INC. added | 12,336 | $789K | 0.2% | 2026-Q1 |
| Stratos Wealth Partners, LTD. added | 12,317 | $788K | 0.2% | 2026-Q1 |
| Balanced Rock Investment Advisors LLC added | 11,532 | $737K | 0.2% | 2026-Q1 |
| First Affirmative Financial Network | 11,454 | $736K | 0.2% | 2026-Q1 |
| Arax Advisory Partners added | 11,026 | $705K | 0.2% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 10,517 | $678K | 0.2% | 2026-Q1 |
| Kestra Advisory Services, LLC trimmed | 10,438 | $667K | 0.2% | 2026-Q1 |
| Diversified Trust Co trimmed | 9,700 | $620K | 0.1% | 2026-Q1 |
| Sequoia Financial Advisors, LLC | 9,523 | $609K | 0.1% | 2026-Q1 |
| Perigon Wealth Management, LLC trimmed | 9,334 | $597K | 0.1% | 2026-Q1 |
| KESTRA PRIVATE WEALTH SERVICES, LLC added | 9,238 | $591K | 0.1% | 2026-Q1 |
| Farther Finance Advisors, LLC added | 8,920 | $576K | 0.1% | 2026-Q1 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC new | 9,000 | $575K | 0.1% | 2026-Q1 |
| NorthRock Partners, LLC added | 8,966 | $573K | 0.1% | 2026-Q1 |
| BlackRock, Inc. new | 8,571 | $548K | 0.1% | 2026-Q1 |
| MIDDLETON & CO INC/MA | 8,418 | $538K | 0.1% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 8,175 | $513K | 0.1% | 2026-Q1 |
| MOSAIC FINANCIAL GROUP, LLC | 7,919 | $506K | 0.1% | 2026-Q1 |
| EXENCIAL WEALTH ADVISORS, LLC added | 7,778 | $497K | 0.1% | 2026-Q1 |
| Janney Montgomery Scott LLC trimmed | 7,648 | $489K | 0.1% | 2026-Q1 |
| Creative Planning trimmed | 7,504 | $480K | 0.1% | 2026-Q1 |
| Composition Wealth, LLC trimmed | 7,500 | $480K | 0.1% | 2026-Q1 |
| CIBC Bancorp USA Inc. new | 7,199 | $460K | 0.1% | 2026-Q1 |
| TPG Advisors LLC trimmed | 7,095 | $454K | 0.1% | 2026-Q1 |
| Financial Perspectives, Inc added | 7,009 | $448K | 0.1% | 2026-Q1 |
| Beta Wealth Group, Inc. added | 6,915 | $442K | 0.1% | 2026-Q1 |
| VestGen Advisors, LLC added | 6,534 | $415K | 0.1% | 2026-Q1 |
| Polianta Ltd | 215,800 | $14M | 3.2% | 2025-Q3 stale |
| Kovitz Investment Group Partners, LLC added | 64,266 | $4M | 1.0% | 2025-Q3 stale |
| Money Design Co.,Ltd. trimmed | 44,976 | $3M | 0.7% | 2025-Q2 stale |
| Cullen Capital Management, LLC trimmed | 27,203 | $2M | 0.4% | 2025-Q4 stale |
| Focus Partners Wealth added | 27,806 | $2M | 0.4% | 2025-Q1 stale |
| Wealthspire Retirement, LLC trimmed | 21,282 | $1M | 0.3% | 2025-Q4 stale |
| GTS SECURITIES LLC added | 21,304 | $1M | 0.3% | 2025-Q1 stale |
| Wealth Advisory Team LLC trimmed | 14,984 | $944K | 0.2% | 2025-Q4 stale |
| COMERICA BANK trimmed | 12,854 | $810K | 0.2% | 2025-Q4 stale |
| Atria Investments, Inc new | 12,823 | $808K | 0.2% | 2025-Q4 stale |
| TIAA TRUST, NATIONAL ASSOCIATION | 9,000 | $567K | 0.1% | 2025-Q4 stale |
| Keel Point, LLC | 7,486 | $472K | 0.1% | 2025-Q4 stale |
| Corient Private Wealth LLC added | 7,185 | $453K | 0.1% | 2025-Q4 stale |
| CIBC Private Wealth Group LLC added | 7,062 | $445K | 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.