Who owns 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-Q2 13F filings (latest filed 2026-08-19). 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
27 tracked funds added or opened CGW while 18 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
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 2026-Q1 and 2026-Q2, across 211 tracked filers holding CGW, 81 increased or opened the position and 77 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 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 5
- TriCert Investment Counsel Inc.$23M
- FIG FINANCIAL ADVISORY SERVICES INC /ADV$2M
- Wealthspire Retirement, LLC$1M
- Wealth Advisory Team LLC$686K
- Savant Capital, LLC$555K
Full exits 11
- Cambridge Investment Research Advisors, Inc.$7M
- HighTower Advisors, LLC$7M
- FLOW TRADERS U.S. LLC$4M
- JANE STREET GROUP, LLC$3M
- EverSource Wealth Advisors, LLC$2M
- MANUFACTURERS LIFE INSURANCE COMPANY, THE$2M
Largest adds
- MORGAN STANLEY$7M
- BANK OF AMERICA CORP /DE/$3M
- RAYMOND JAMES FINANCIAL INC$2M
- Conservest Capital Advisors, Inc.$2M
- Cetera Investment Advisers$1M
- MAI Capital Management$1M
Largest trims
- Addison Advisors LLC$4M
- CITADEL ADVISORS LLC$738K
- Koss-Olinger Consulting, LLC$650K
- NATIONAL BANK OF CANADA /FI/$607K
- Aptus Capital Advisors, LLC$271K
- Cambria Investment Management, L.P.$269K
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 |
|---|---|---|---|---|
| MORGAN STANLEY added | 1,030,712 | $68M | 16.0% | 2026-Q2 |
| Conservest Capital Advisors, Inc. added | 510,148 | $34M | 7.9% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 507,320 | $33M | 7.9% | 2026-Q2 |
| UBS Group AG trimmed | 481,635 | $32M | 7.5% | 2026-Q2 |
| WEATHERLY ASSET MANAGEMENT L. P. trimmed | 400,837 | $26M | 6.2% | 2026-Q2 |
| TriCert Investment Counsel Inc. new | 344,081 | $23M | 5.4% | 2026-Q2 |
| 1832 Asset Management L.P. | 343,468 | $23M | 5.3% | 2026-Q2 |
| Cetera Investment Advisers added | 190,656 | $13M | 3.0% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC added | 174,424 | $11M | 2.7% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 158,422 | $10M | 2.5% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 144,267 | $9M | 2.2% | 2026-Q2 |
| LPL Financial LLC added | 137,966 | $9M | 2.1% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 135,389 | $9M | 2.1% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 100,763 | $7M | 1.6% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC added | 84,852 | $6M | 1.3% | 2026-Q2 |
| Baron Financial Group, LLC trimmed | 82,725 | $5M | 1.3% | 2026-Q2 |
| Bleakley Financial Group, LLC trimmed | 64,989 | $4M | 1.0% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 61,557 | $4M | 1.0% | 2026-Q2 |
| Rockefeller Capital Management L.P. trimmed | 61,397 | $4M | 1.0% | 2026-Q2 |
| Fiduciary Trust Co trimmed | 59,787 | $4M | 0.9% | 2026-Q2 |
| GRIMES & Co WEALTH MANAGEMENT, LLC trimmed | 56,412 | $4M | 0.9% | 2026-Q2 |
| FCA CORP /TX added | 54,537 | $4M | 0.8% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 51,045 | $3M | 0.8% | 2026-Q2 |
| NATIONAL BANK OF CANADA /FI/ trimmed | 50,881 | $3M | 0.8% | 2026-Q2 |
| Addison Advisors LLC trimmed | 42,997 | $3M | 0.7% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 41,763 | $3M | 0.6% | 2026-Q2 |
| Wealthcare Advisory Partners LLC added | 40,163 | $3M | 0.6% | 2026-Q2 |
| Beacon Pointe Advisors, LLC added | 38,713 | $3M | 0.6% | 2026-Q2 |
| BNP PARIBAS FINANCIAL MARKETS | 37,295 | $2M | 0.6% | 2026-Q2 |
| Cambria Investment Management, L.P. trimmed | 36,639 | $2M | 0.6% | 2026-Q2 |
| Empowered Funds, LLC trimmed | 36,639 | $2M | 0.6% | 2026-Q2 |
| CREATIVE FINANCIAL DESIGNS INC /ADV added | 32,408 | $2M | 0.5% | 2026-Q2 |
| 1 NORTH WEALTH SERVICES LLC added | 32,299 | $2M | 0.5% | 2026-Q2 |
| OSAIC HOLDINGS, INC. trimmed | 30,523 | $2M | 0.5% | 2026-Q2 |
| PRINCIPAL SECURITIES, INC. added | 29,462 | $2M | 0.5% | 2026-Q2 |
| Koss-Olinger Consulting, LLC trimmed | 28,393 | $2M | 0.4% | 2026-Q2 |
| Lynx Investment Advisory trimmed | 25,625 | $2M | 0.4% | 2026-Q2 |
| FIG FINANCIAL ADVISORY SERVICES INC /ADV new | 24,216 | $2M | 0.4% | 2026-Q2 |
| Hilltop Holdings Inc. added | 22,714 | $1M | 0.4% | 2026-Q2 |
| MAI Capital Management added | 22,491 | $1M | 0.3% | 2026-Q2 |
| Meridian Wealth Management, LLC trimmed | 21,742 | $1M | 0.3% | 2026-Q2 |
| Prism Advisors, Inc. trimmed | 20,990 | $1M | 0.3% | 2026-Q2 |
| Wealthspire Retirement, LLC trimmed | 20,394 | $1M | 0.3% | 2026-Q2 |
| Perigon Wealth Management, LLC added | 20,085 | $1M | 0.3% | 2026-Q2 |
| NORTHERN TRUST CORP trimmed | 19,300 | $1M | 0.3% | 2026-Q2 |
| CITADEL ADVISORS LLC trimmed | 19,086 | $1M | 0.3% | 2026-Q2 |
| Widmann Financial Services, Inc. added | 17,161 | $1M | 0.3% | 2026-Q2 |
| US BANCORP \DE\ trimmed | 17,134 | $1M | 0.3% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 16,516 | $1M | 0.3% | 2026-Q2 |
| Comprehensive Money Management Services LLC | 15,851 | $1M | 0.2% | 2026-Q2 |
| Apella Capital, LLC trimmed | 15,336 | $1M | 0.2% | 2026-Q2 |
| FIFTH THIRD BANCORP added | 15,223 | $1M | 0.2% | 2026-Q2 |
| Phoenix Wealth Advisors added | 14,770 | $971K | 0.2% | 2026-Q2 |
| Mariner, LLC added | 14,651 | $963K | 0.2% | 2026-Q2 |
| Cerity Partners LLC trimmed | 13,877 | $912K | 0.2% | 2026-Q2 |
| Arax Advisory Partners added | 13,844 | $910K | 0.2% | 2026-Q2 |
| FMR LLC added | 13,241 | $870K | 0.2% | 2026-Q2 |
| Allodium Investment Consultants, LLC trimmed | 13,068 | $859K | 0.2% | 2026-Q2 |
| Balanced Rock Investment Advisors LLC added | 12,634 | $830K | 0.2% | 2026-Q2 |
| Nalls Sherbakoff Group, LLC added | 11,350 | $746K | 0.2% | 2026-Q2 |
| Aptus Capital Advisors, LLC trimmed | 10,731 | $705K | 0.2% | 2026-Q2 |
| Wealth Advisory Team LLC trimmed | 10,443 | $686K | 0.2% | 2026-Q2 |
| Kestra Advisory Services, LLC trimmed | 10,311 | $678K | 0.2% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 10,257 | $673K | 0.2% | 2026-Q2 |
| Sequoia Financial Advisors, LLC | 9,523 | $626K | 0.1% | 2026-Q2 |
| Creative Planning added | 9,376 | $616K | 0.1% | 2026-Q2 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC added | 9,171 | $603K | 0.1% | 2026-Q2 |
| NorthRock Partners, LLC | 8,966 | $589K | 0.1% | 2026-Q2 |
| BlackRock, Inc. | 8,571 | $563K | 0.1% | 2026-Q2 |
| MIDDLETON & CO INC/MA | 8,418 | $553K | 0.1% | 2026-Q2 |
| Savant Capital, LLC new | 8,375 | $555K | 0.1% | 2026-Q2 |
| DIVERSIFIED TRUST CO trimmed | 8,215 | $540K | 0.1% | 2026-Q2 |
| JPMORGAN CHASE & CO | 8,175 | $535K | 0.1% | 2026-Q2 |
| Farther Finance Advisors, LLC trimmed | 8,071 | $531K | 0.1% | 2026-Q2 |
| Composition Wealth, LLC | 7,500 | $493K | 0.1% | 2026-Q2 |
| New England Private Wealth Advisors LLC new | 7,500 | $493K | 0.1% | 2026-Q2 |
| Keel Point, LLC | 7,486 | $492K | 0.1% | 2026-Q2 |
| TPG Advisors LLC added | 7,473 | $491K | 0.1% | 2026-Q2 |
| BLAIR WILLIAM & CO/IL added | 7,434 | $489K | 0.1% | 2026-Q2 |
| CIBC Bancorp USA Inc. | 7,199 | $473K | 0.1% | 2026-Q2 |
| Corient Private Wealth LP | 7,185 | $472K | 0.1% | 2026-Q2 |
| Financial Perspectives, Inc | 7,009 | $461K | 0.1% | 2026-Q2 |
| Beta Wealth Group, Inc. added | 6,966 | $458K | 0.1% | 2026-Q2 |
| Parallel Advisors, LLC added | 6,583 | $433K | 0.1% | 2026-Q2 |
| VestGen Advisors, LLC trimmed | 6,520 | $429K | 0.1% | 2026-Q2 |
| Glen Eagle Advisors, LLC added | 6,507 | $428K | 0.1% | 2026-Q2 |
| SCOTIA CAPITAL INC. | 6,451 | $424K | 0.1% | 2026-Q2 |
| Sigma Planning Corp | 6,254 | $411K | 0.1% | 2026-Q2 |
| Advyzon Investment Management, LLC new | 6,023 | $396K | 0.1% | 2026-Q2 |
| MERCER GLOBAL ADVISORS INC /ADV trimmed | 5,869 | $386K | 0.1% | 2026-Q2 |
| Key Client Fiduciary Advisors, LLC trimmed | 5,746 | $378K | 0.1% | 2026-Q2 |
| MERIDIAN INVESTMENT COUNSEL INC. trimmed | 5,650 | $371K | 0.1% | 2026-Q2 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 5,634 | $370K | 0.1% | 2026-Q2 |
| BANK OF MONTREAL /CAN/ trimmed | 5,463 | $359K | 0.1% | 2026-Q2 |
| GOULD ASSET MANAGEMENT LLC /CA/ | 5,300 | $348K | 0.1% | 2026-Q2 |
| Rothschild Capital Partners, LLC | 5,213 | $343K | 0.1% | 2026-Q2 |
| Castle Rock Wealth Management, LLC trimmed | 5,150 | $337K | 0.1% | 2026-Q2 |
| Clearstead Advisors, LLC | 5,125 | $337K | 0.1% | 2026-Q2 |
| CITIGROUP INC trimmed | 5,103 | $335K | 0.1% | 2026-Q2 |
| Lantern Wealth Advisors, LLC | 5,100 | $335K | 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.