Who owns CMTG (CMTG)
Which tracked institutional funds hold CMTG, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See CMTG 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
The tracked-fund tape on CMTG is one-sided between 2025-Q4 and 2026-Q1: 7 added or opened and 24 trimmed or exited — on balance reducing.
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
CMTG’s largest tracked holder by dollar value, Hyundai Investments Co., Ltd., sizes it at 54.9% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 54.9pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in CMTG 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 118 tracked filers holding CMTG, 54 increased or opened the position and 61 reduced or closed it; over the same quarter, open-market insider Form 4s were net purchases.
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 CMTG 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 4
- VANGUARD CAPITAL MANAGEMENT LLC$13M
- VANGUARD FIDUCIARY TRUST CO$2M
- VANGUARD PORTFOLIO MANAGEMENT LLC$2M
- MACQUARIE GROUP LTD$1M
Full exits 1
- VANGUARD GROUP INC$21M
Largest adds
- CITIGROUP INC$3M
- LM Asset Management Inc.$2M
- XTX Topco Ltd$264K
Largest trims
- Hyundai Investments Co., Ltd.$14M
- Koch, Inc.$10M
- BlackRock, Inc.$6M
- NEUBERGER BERMAN GROUP LLC$6M
- CHARLES SCHWAB INVESTMENT MANAGEMENT INC$4M
- MILLENNIUM MANAGEMENT LLC$4M
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 |
|---|---|---|---|---|
| Hyundai Investments Co., Ltd. trimmed | 20,467,603 | $49M | 18.7% | 2026-Q1 |
| Koch, Inc. | 15,126,917 | $36M | 13.9% | 2026-Q1 |
| NEUBERGER BERMAN GROUP LLC trimmed | 8,760,392 | $21M | 8.0% | 2026-Q1 |
| BlackRock, Inc. trimmed | 7,930,821 | $19M | 7.3% | 2026-Q1 |
| VANGUARD CAPITAL MANAGEMENT LLC new | 5,371,136 | $13M | 4.9% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC trimmed | 3,082,071 | $7M | 2.8% | 2026-Q1 |
| GEODE CAPITAL MANAGEMENT, LLC added | 2,738,489 | $7M | 2.5% | 2026-Q1 |
| WAFRA INC. | 2,500,000 | $6M | 2.3% | 2026-Q1 |
| STATE STREET CORP added | 2,143,679 | $5M | 2.0% | 2026-Q1 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC added | 1,834,415 | $4M | 1.7% | 2026-Q1 |
| GRATIA CAPITAL, LLC | 1,700,084 | $4M | 1.6% | 2026-Q1 |
| LM Asset Management Inc. added | 1,400,000 | $3M | 1.3% | 2026-Q1 |
| CITIGROUP INC added | 1,079,287 | $3M | 1.0% | 2026-Q1 |
| VANGUARD FIDUCIARY TRUST CO new | 854,902 | $2M | 0.8% | 2026-Q1 |
| D. E. Shaw & Co., Inc. added | 837,412 | $2M | 0.8% | 2026-Q1 |
| NORTHERN TRUST CORP added | 791,596 | $2M | 0.7% | 2026-Q1 |
| VANGUARD PORTFOLIO MANAGEMENT LLC new | 720,650 | $2M | 0.7% | 2026-Q1 |
| ACADIAN ASSET MANAGEMENT LLC trimmed | 481,240 | $1M | 0.4% | 2026-Q1 |
| MACQUARIE GROUP LTD added | 452,533 | $1M | 0.4% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC trimmed | 356,065 | $847K | 0.3% | 2026-Q1 |
| Caption Management, LLC trimmed | 335,762 | $799K | 0.3% | 2026-Q1 |
| Brevan Howard Capital Management LP added | 327,649 | $778K | 0.3% | 2026-Q1 |
| JPMORGAN CHASE & CO trimmed | 305,085 | $726K | 0.3% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 293,606 | $699K | 0.3% | 2026-Q1 |
| Bank of New York Mellon Corp trimmed | 293,387 | $698K | 0.3% | 2026-Q1 |
| AQR CAPITAL MANAGEMENT LLC added | 276,557 | $658K | 0.3% | 2026-Q1 |
| UBS Group AG added | 243,101 | $579K | 0.2% | 2026-Q1 |
| Nuveen, LLC added | 240,864 | $573K | 0.2% | 2026-Q1 |
| PRUDENTIAL FINANCIAL INC trimmed | 235,035 | $559K | 0.2% | 2026-Q1 |
| CITADEL ADVISORS LLC trimmed | 230,601 | $549K | 0.2% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC added | 228,269 | $543K | 0.2% | 2026-Q1 |
| XTX Topco Ltd added | 183,396 | $436K | 0.2% | 2026-Q1 |
| SEI INVESTMENTS CO added | 158,724 | $378K | 0.1% | 2026-Q1 |
| MILLENNIUM MANAGEMENT LLC trimmed | 151,451 | $360K | 0.1% | 2026-Q1 |
| ALLIANCEBERNSTEIN L.P. | 117,400 | $359K | 0.1% | 2026-Q1 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 146,934 | $350K | 0.1% | 2026-Q1 |
| MORGAN STANLEY trimmed | 145,109 | $345K | 0.1% | 2026-Q1 |
| Invesco Ltd. trimmed | 144,284 | $343K | 0.1% | 2026-Q1 |
| LOS ANGELES CAPITAL MANAGEMENT LLC trimmed | 120,090 | $286K | 0.1% | 2026-Q1 |
| RHUMBLINE ADVISERS trimmed | 116,868 | $278K | 0.1% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 108,263 | $258K | 0.1% | 2026-Q1 |
| Compagnie Lombard Odier SCmA | 92,500 | $220K | 0.1% | 2026-Q1 |
| Empowered Funds, LLC new | 89,094 | $212K | 0.1% | 2026-Q1 |
| DEUTSCHE BANK AG\ added | 86,374 | $206K | 0.1% | 2026-Q1 |
| Vanguard Global Advisers, LLC new | 54,248 | $129K | 0.0% | 2026-Q1 |
| Graham Capital Management, L.P. added | 50,741 | $121K | 0.0% | 2026-Q1 |
| RENAISSANCE TECHNOLOGIES LLC added | 48,800 | $116K | 0.0% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 47,404 | $113K | 0.0% | 2026-Q1 |
| Vident Advisory, LLC trimmed | 46,988 | $112K | 0.0% | 2026-Q1 |
| EverSource Wealth Advisors, LLC added | 1,398 | $108K | 0.0% | 2026-Q1 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. added | 43,895 | $104K | 0.0% | 2026-Q1 |
| JACOBS LEVY EQUITY MANAGEMENT, INC added | 37,287 | $89K | 0.0% | 2026-Q1 |
| Gallagher Fiduciary Advisors, LLC trimmed | 34,936 | $83K | 0.0% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN trimmed | 34,885 | $83K | 0.0% | 2026-Q1 |
| Atria Investments, Inc trimmed | 34,831 | $83K | 0.0% | 2026-Q1 |
| Greenland Capital Management LP trimmed | 30,000 | $71K | 0.0% | 2026-Q1 |
| Russell Investments Group, Ltd. added | 28,055 | $67K | 0.0% | 2026-Q1 |
| NEW YORK STATE COMMON RETIREMENT FUND | 26,566 | $63K | 0.0% | 2026-Q1 |
| Jump Financial, LLC added | 26,516 | $63K | 0.0% | 2026-Q1 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE trimmed | 26,347 | $63K | 0.0% | 2026-Q1 |
| BARCLAYS PLC trimmed | 26,244 | $62K | 0.0% | 2026-Q1 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 25,920 | $62K | 0.0% | 2026-Q1 |
| Police & Firemen's Retirement System of New Jersey | 24,058 | $57K | 0.0% | 2026-Q1 |
| TEACHER RETIREMENT SYSTEM OF TEXAS added | 7,514,297 | $28M | 10.8% | 2025-Q1 stale |
| VANGUARD GROUP INC added | 6,873,282 | $21M | 8.1% | 2025-Q4 stale |
| BALYASNY ASSET MANAGEMENT L.P. trimmed | 388,375 | $1M | 0.5% | 2025-Q3 stale |
| AXS Investments LLC added | 416,693 | $1M | 0.5% | 2025-Q2 stale |
| Cubist Systematic Strategies, LLC trimmed | 270,465 | $898K | 0.3% | 2025-Q3 stale |
| UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC added | 229,087 | $854K | 0.3% | 2025-Q1 stale |
| Swiss National Bank | 218,178 | $814K | 0.3% | 2025-Q1 stale |
| FIRST TRUST ADVISORS LP added | 183,870 | $686K | 0.3% | 2025-Q1 stale |
| GSA CAPITAL PARTNERS LLP added | 155,849 | $581K | 0.2% | 2025-Q1 stale |
| Verition Fund Management LLC trimmed | 152,131 | $466K | 0.2% | 2025-Q4 stale |
| Focus Partners Wealth new | 10,259 | $397K | 0.2% | 2025-Q3 stale |
| ExodusPoint Capital Management, LP added | 130,714 | $373K | 0.1% | 2025-Q2 stale |
| Portolan Capital Management, LLC new | 119,700 | $366K | 0.1% | 2025-Q4 stale |
| MARSHALL WACE, LLP added | 92,722 | $308K | 0.1% | 2025-Q3 stale |
| ZACKS INVESTMENT MANAGEMENT trimmed | 96,175 | $274K | 0.1% | 2025-Q2 stale |
| Brooklyn Investment Group trimmed | 87,571 | $253K | 0.1% | 2025-Q3 stale |
| JANUS HENDERSON GROUP PLC | 58,299 | $218K | 0.1% | 2025-Q1 stale |
| Sanctuary Advisors, LLC new | 58,651 | $167K | 0.1% | 2025-Q2 stale |
| Corebridge Financial, Inc. trimmed | 42,291 | $158K | 0.1% | 2025-Q1 stale |
| SG Americas Securities, LLC added | 45,715 | $140K | 0.1% | 2025-Q4 stale |
| STATE OF WISCONSIN INVESTMENT BOARD added | 36,384 | $136K | 0.1% | 2025-Q1 stale |
| Arizona State Retirement System trimmed | 31,980 | $119K | 0.0% | 2025-Q1 stale |
| AE Wealth Management LLC added | 38,848 | $111K | 0.0% | 2025-Q2 stale |
| SUMMIT SECURITIES GROUP LLC new | 26,780 | $100K | 0.0% | 2025-Q1 stale |
| Centiva Capital, LP trimmed | 27,831 | $92K | 0.0% | 2025-Q3 stale |
| Quadrature Capital Ltd trimmed | 30,182 | $92K | 0.0% | 2025-Q4 stale |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 23,702 | $88K | 0.0% | 2025-Q1 stale |
| Jain Global LLC new | 30,170 | $86K | 0.0% | 2025-Q2 stale |
| KLP KAPITALFORVALTNING AS | 20,300 | $76K | 0.0% | 2025-Q1 stale |
| HRT FINANCIAL LP trimmed | 25,480 | $72K | 0.0% | 2025-Q2 stale |
| MQS Management LLC added | 21,297 | $71K | 0.0% | 2025-Q3 stale |
| TOWNSQUARE CAPITAL LLC added | 18,747 | $70K | 0.0% | 2025-Q1 stale |
| State of Wyoming added | 20,843 | $64K | 0.0% | 2025-Q4 stale |
| Abel Hall, LLC new | 20,294 | $62K | 0.0% | 2025-Q4 stale |
| EntryPoint Capital, LLC new | 21,176 | $60K | 0.0% | 2025-Q2 stale |
| Amundi new | 19,370 | $59K | 0.0% | 2025-Q2 stale |
| ALGERT GLOBAL LLC trimmed | 19,027 | $58K | 0.0% | 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.