Who owns CGXU
Which tracked institutional funds hold CGXU, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See CGXU 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
The tracked-fund tape on CGXU is one-sided between 2026-Q1 and 2026-Q2: 168 added or opened and 31 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
CGXU’s largest tracked holder by dollar value, LPL Financial LLC, sizes it at 0.1% of its own reported 13F book, while the median holder sizes it at 0.5% of theirs — a 0.3pp gap the other way — the median holder sizes CGXU more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in CGXU 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 370 tracked filers holding CGXU, 209 increased or opened the position and 126 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 CGXU 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$25M
- Cooper Financial Group$23M
- QUANTUM FINANCIAL PARTNERS LLC$7M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$6M
- MARSHALL WACE, LLP$5M
- AXXCESS WEALTH MANAGEMENT, LLC$4M
Full exits 15
- Janney Montgomery Scott LLC$35M
- Cambridge Investment Research Advisors, Inc.$33M
- Capital Analysts, LLC$8M
- SEGALL BRYANT & HAMILL, LLC$6M
- HighTower Advisors, LLC$6M
- CWM, LLC$6M
Largest adds
- LPL Financial LLC$165M
- JPMORGAN CHASE & CO$80M
- WELLS FARGO & COMPANY/MN$62M
- MORGAN STANLEY$62M
- RAYMOND JAMES FINANCIAL INC$52M
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$39M
Largest trims
- Worth Financial Advisory Group, LLC$7M
- SIGNATURE ESTATE & INVESTMENT ADVISORS LLC$3M
- Private Advisor Group, LLC$3M
- CPC Advisors, LLC$2M
- Glaxis Capital Management, LLC$2M
- Equitable Holdings, Inc.$2M
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 | 18,914,366 | $655M | 13.9% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 7,833,419 | $271M | 5.7% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO trimmed | 7,711,530 | $267M | 5.7% | 2026-Q2 |
| MORGAN STANLEY added | 7,153,170 | $248M | 5.2% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 5,931,864 | $205M | 4.3% | 2026-Q2 |
| UBS Group AG added | 5,549,938 | $192M | 4.1% | 2026-Q2 |
| Cerity Partners LLC added | 5,087,343 | $176M | 3.7% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 4,189,189 | $145M | 3.1% | 2026-Q2 |
| BENJAMIN EDWARDS INC added | 4,137,049 | $143M | 3.0% | 2026-Q2 |
| Capital Group Private Client Services, Inc. added | 3,728,784 | $129M | 2.7% | 2026-Q2 |
| CAPTRUST FINANCIAL ADVISORS trimmed | 3,701,592 | $128M | 2.7% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 3,203,093 | $111M | 2.3% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 2,994,968 | $104M | 2.2% | 2026-Q2 |
| SEI INVESTMENTS CO added | 2,773,945 | $96M | 2.0% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 2,759,076 | $96M | 2.0% | 2026-Q2 |
| Confluence Wealth Services, Inc. added | 2,430,784 | $84M | 1.8% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 2,402,850 | $83M | 1.8% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 2,080,621 | $72M | 1.5% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 2,072,263 | $72M | 1.5% | 2026-Q2 |
| INSPIRION WEALTH ADVISORS, LLC added | 2,063,378 | $70M | 1.5% | 2026-Q2 |
| STIFEL FINANCIAL CORP added | 1,970,907 | $68M | 1.4% | 2026-Q2 |
| ECLECTIC ASSOCIATES INC /ADV added | 1,709,781 | $59M | 1.3% | 2026-Q2 |
| Cetera Investment Advisers added | 1,548,121 | $54M | 1.1% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 1,523,084 | $53M | 1.1% | 2026-Q2 |
| &PARTNERS added | 1,491,516 | $52M | 1.1% | 2026-Q2 |
| Kestra Advisory Services, LLC added | 1,197,661 | $41M | 0.9% | 2026-Q2 |
| Private Advisor Group, LLC trimmed | 1,195,801 | $41M | 0.9% | 2026-Q2 |
| AdvisorNet Financial, Inc added | 1,141,207 | $40M | 0.8% | 2026-Q2 |
| Aprio Wealth Management, LLC trimmed | 1,048,859 | $36M | 0.8% | 2026-Q2 |
| CPC Advisors, LLC trimmed | 1,046,835 | $36M | 0.8% | 2026-Q2 |
| Baird Financial Group, Inc. trimmed | 923,626 | $32M | 0.7% | 2026-Q2 |
| Mason Investment Advisory Services, Inc. added | 892,693 | $31M | 0.7% | 2026-Q2 |
| Sterling Investment Counsel, LLC added | 876,583 | $30M | 0.6% | 2026-Q2 |
| Corient Private Wealth LP added | 870,651 | $30M | 0.6% | 2026-Q2 |
| Armstrong, Fleming & Moore, Inc trimmed | 865,186 | $30M | 0.6% | 2026-Q2 |
| Summit Investment Advisory Services, LLC trimmed | 847,237 | $29M | 0.6% | 2026-Q2 |
| HUB Investment Partners, LLC added | 833,653 | $29M | 0.6% | 2026-Q2 |
| D.A. DAVIDSON & CO. added | 801,589 | $28M | 0.6% | 2026-Q2 |
| NewEdge Advisors, LLC added | 710,858 | $25M | 0.5% | 2026-Q2 |
| McGlone Suttner Wealth Management, Inc. trimmed | 700,615 | $24M | 0.5% | 2026-Q2 |
| Lantz Financial LLC added | 680,706 | $24M | 0.5% | 2026-Q2 |
| Cooper Financial Group new | 664,422 | $23M | 0.5% | 2026-Q2 |
| Strata Wealth Advisors, LLC added | 659,184 | $23M | 0.5% | 2026-Q2 |
| DeDora Capital, Inc. added | 654,320 | $23M | 0.5% | 2026-Q2 |
| Main Line Retirement Advisors, LLC trimmed | 647,006 | $22M | 0.5% | 2026-Q2 |
| Hopwood Financial Services, Inc. added | 622,577 | $22M | 0.5% | 2026-Q2 |
| Souders Financial Advisors trimmed | 617,195 | $21M | 0.5% | 2026-Q2 |
| EverSource Wealth Advisors, LLC added | 611,144 | $21M | 0.4% | 2026-Q2 |
| CAHILL FINANCIAL ADVISORS INC trimmed | 587,439 | $20M | 0.4% | 2026-Q2 |
| BetterWealth, LLC added | 584,586 | $20M | 0.4% | 2026-Q2 |
| Wealthcare Advisory Partners LLC trimmed | 565,209 | $20M | 0.4% | 2026-Q2 |
| FINANCIAL MANAGEMENT NETWORK INC added | 482,181 | $16M | 0.3% | 2026-Q2 |
| DAYMARK WEALTH PARTNERS, LLC added | 478,281 | $17M | 0.4% | 2026-Q2 |
| Burton Enright Welch added | 445,713 | $15M | 0.3% | 2026-Q2 |
| Bleakley Financial Group, LLC trimmed | 438,575 | $15M | 0.3% | 2026-Q2 |
| Tribridge Partners Financial LLC trimmed | 429,116 | $14M | 0.3% | 2026-Q2 |
| Equitable Holdings, Inc. trimmed | 379,747 | $13M | 0.3% | 2026-Q2 |
| Vawter Financial, Ltd. trimmed | 318,572 | $11M | 0.2% | 2026-Q2 |
| Troutman Wealth Management, LLC trimmed | 306,598 | $11M | 0.2% | 2026-Q2 |
| CENTRAL TRUST Co added | 304,550 | $11M | 0.2% | 2026-Q2 |
| Gutierrez Wealth Advisory, LLC trimmed | 283,123 | $10M | 0.2% | 2026-Q2 |
| Michael Brady & Co., LLC trimmed | 257,424 | $9M | 0.2% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 255,447 | $9M | 0.2% | 2026-Q2 |
| Cornerstone Wealth Management, LLC added | 240,118 | $8M | 0.2% | 2026-Q2 |
| BETO FINANCIAL GROUP, LLC trimmed | 236,984 | $8M | 0.2% | 2026-Q2 |
| Koshinski Asset Management, Inc. trimmed | 232,936 | $8M | 0.2% | 2026-Q2 |
| Riverview Capital Advisers, LLC added | 230,943 | $8M | 0.2% | 2026-Q2 |
| Brown Miller Wealth Management, LLC added | 227,088 | $8M | 0.2% | 2026-Q2 |
| Worth Financial Advisory Group, LLC added | 225,107 | $8M | 0.2% | 2026-Q2 |
| Mariner, LLC trimmed | 215,707 | $7M | 0.2% | 2026-Q2 |
| Triangle Securities Wealth Management added | 203,073 | $7M | 0.1% | 2026-Q2 |
| TKG Advisors, LLC added | 191,000 | $7M | 0.1% | 2026-Q2 |
| QUANTUM FINANCIAL PARTNERS LLC new | 188,655 | $7M | 0.1% | 2026-Q2 |
| AlphaCore Capital LLC trimmed | 184,477 | $6M | 0.1% | 2026-Q2 |
| J. Derek Lewis & Associates Inc. added | 182,935 | $6M | 0.1% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC trimmed | 178,823 | $6M | 0.1% | 2026-Q2 |
| Continuum Advisory, LLC added | 173,380 | $6M | 0.1% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. added | 171,692 | $6M | 0.1% | 2026-Q2 |
| United Advisor Group, LLC added | 166,454 | $6M | 0.1% | 2026-Q2 |
| PNC Financial Services Group, Inc. added | 166,076 | $6M | 0.1% | 2026-Q2 |
| Ameritas Advisory Services, LLC added | 165,255 | $6M | 0.1% | 2026-Q2 |
| FLYNN ZITO CAPITAL MANAGEMENT, LLC added | 165,140 | $6M | 0.1% | 2026-Q2 |
| Freedom Financial Partners LLC trimmed | 161,151 | $6M | 0.1% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 158,979 | $6M | 0.1% | 2026-Q2 |
| MARSHALL WACE, LLP added | 158,399 | $5M | 0.1% | 2026-Q2 |
| Valmark Advisers, Inc. added | 157,630 | $5M | 0.1% | 2026-Q2 |
| EP Wealth Advisors, LLC trimmed | 156,703 | $5M | 0.1% | 2026-Q2 |
| CLG LLC added | 144,156 | $5M | 0.1% | 2026-Q2 |
| MERIDIAN INVESTMENT COUNSEL INC. trimmed | 143,090 | $5M | 0.1% | 2026-Q2 |
| Main Street Financial Solutions, LLC added | 138,026 | $5M | 0.1% | 2026-Q2 |
| Lodestone Wealth Management LLC trimmed | 137,305 | $5M | 0.1% | 2026-Q2 |
| GTS SECURITIES LLC trimmed | 135,878 | $5M | 0.1% | 2026-Q2 |
| EVOLVE PRIVATE WEALTH, LLC added | 133,178 | $5M | 0.1% | 2026-Q2 |
| G&S Capital LLC added | 132,834 | $5M | 0.1% | 2026-Q2 |
| Bare Financial Services, Inc | 132,486 | $5M | 0.1% | 2026-Q2 |
| OPPENHEIMER & CO INC trimmed | 132,167 | $5M | 0.1% | 2026-Q2 |
| Olistico Wealth, LLC added | 128,717 | $4M | 0.1% | 2026-Q2 |
| Ameritas Investment Partners, Inc. trimmed | 126,668 | $4M | 0.1% | 2026-Q2 |
| Summit Financial, LLC trimmed | 126,244 | $4M | 0.1% | 2026-Q2 |
| STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC added | 122,683 | $4M | 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.