Who owns 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-Q2 13F filings (latest filed 2026-09-22). 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
8 tracked funds added or opened CMTG while 12 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
CMTG’s largest tracked holder by dollar value, Hyundai Investments Co., Ltd., sizes it at 51.9% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 51.9pp 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 2026-Q1 and 2026-Q2, across 106 tracked filers holding CMTG, 52 increased or opened the position and 61 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 CMTG 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
- VAN ECK ASSOCIATES CORP$3M
Full exits 2
- ACADIAN ASSET MANAGEMENT LLC$1M
- JANE STREET GROUP, LLC$699K
Largest adds
- BlackRock, Inc.$1M
- LM Asset Management Inc.$1M
- CITADEL ADVISORS LLC$803K
- CITIGROUP INC$732K
- VANGUARD CAPITAL MANAGEMENT LLC$619K
- Nuveen, LLC$273K
Largest trims
- CHARLES SCHWAB INVESTMENT MANAGEMENT INC$2M
- GRATIA CAPITAL, LLC$988K
- Hyundai Investments Co., Ltd.$836K
- D. E. Shaw & Co., Inc.$624K
- GOLDMAN SACHS GROUP INC$572K
- HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC$500K
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 |
|---|---|---|---|---|
| Hyundai Investments Co., Ltd. trimmed | 20,373,331 | $48M | 24.1% | 2026-Q2 |
| Koch, Inc. | 15,126,917 | $36M | 17.9% | 2026-Q2 |
| NEUBERGER BERMAN GROUP LLC trimmed | 8,757,139 | $21M | 10.4% | 2026-Q2 |
| BlackRock, Inc. added | 8,509,252 | $20M | 10.1% | 2026-Q2 |
| VANGUARD CAPITAL MANAGEMENT LLC added | 5,703,052 | $13M | 6.8% | 2026-Q2 |
| GEODE CAPITAL MANAGEMENT, LLC added | 2,830,457 | $7M | 3.4% | 2026-Q2 |
| WAFRA INC. | 2,500,000 | $6M | 3.0% | 2026-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC trimmed | 2,238,789 | $5M | 2.7% | 2026-Q2 |
| STATE STREET CORP added | 2,232,821 | $5M | 2.6% | 2026-Q2 |
| LM Asset Management Inc. added | 1,846,000 | $4M | 2.2% | 2026-Q2 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC trimmed | 1,644,895 | $4M | 1.9% | 2026-Q2 |
| CITIGROUP INC added | 1,404,469 | $3M | 1.7% | 2026-Q2 |
| GRATIA CAPITAL, LLC trimmed | 1,301,212 | $3M | 1.5% | 2026-Q2 |
| VAN ECK ASSOCIATES CORP new | 1,110,156 | $3M | 1.3% | 2026-Q2 |
| NORTHERN TRUST CORP added | 858,888 | $2M | 1.0% | 2026-Q2 |
| VANGUARD FIDUCIARY TRUST CO trimmed | 844,983 | $2M | 1.0% | 2026-Q2 |
| VANGUARD PORTFOLIO MANAGEMENT LLC added | 815,946 | $2M | 1.0% | 2026-Q2 |
| D. E. Shaw & Co., Inc. trimmed | 582,629 | $1M | 0.7% | 2026-Q2 |
| CITADEL ADVISORS LLC added | 575,249 | $1M | 0.7% | 2026-Q2 |
| MACQUARIE GROUP LTD | 452,533 | $1M | 0.5% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC added | 389,708 | $916K | 0.5% | 2026-Q2 |
| Nuveen, LLC added | 360,224 | $847K | 0.4% | 2026-Q2 |
| Brevan Howard Capital Management LP | 327,649 | $765K | 0.4% | 2026-Q2 |
| Bank of New York Mellon Corp added | 307,006 | $721K | 0.4% | 2026-Q2 |
| JPMORGAN CHASE & CO trimmed | 273,516 | $632K | 0.3% | 2026-Q2 |
| PRUDENTIAL FINANCIAL INC trimmed | 214,045 | $503K | 0.3% | 2026-Q2 |
| UBS Group AG trimmed | 192,910 | $453K | 0.2% | 2026-Q2 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 174,489 | $411K | 0.2% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC trimmed | 174,000 | $409K | 0.2% | 2026-Q2 |
| Caption Management, LLC trimmed | 140,207 | $329K | 0.2% | 2026-Q2 |
| ALLIANCEBERNSTEIN L.P. added | 131,600 | $313K | 0.2% | 2026-Q2 |
| MORGAN STANLEY trimmed | 130,900 | $308K | 0.2% | 2026-Q2 |
| Invesco Ltd. trimmed | 117,425 | $276K | 0.1% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC trimmed | 117,290 | $276K | 0.1% | 2026-Q2 |
| RHUMBLINE ADVISERS trimmed | 116,197 | $273K | 0.1% | 2026-Q2 |
| SEI INVESTMENTS CO trimmed | 103,324 | $243K | 0.1% | 2026-Q2 |
| Compagnie Lombard Odier SCmA | 92,500 | $217K | 0.1% | 2026-Q2 |
| DEUTSCHE BANK AG\ added | 89,355 | $210K | 0.1% | 2026-Q2 |
| Empowered Funds, LLC trimmed | 88,527 | $208K | 0.1% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 87,581 | $206K | 0.1% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 80,632 | $189K | 0.1% | 2026-Q2 |
| Vident Advisory, LLC added | 71,350 | $168K | 0.1% | 2026-Q2 |
| Graham Capital Management, L.P. added | 61,798 | $145K | 0.1% | 2026-Q2 |
| MetLife Investment Management, LLC added | 59,830 | $141K | 0.1% | 2026-Q2 |
| Russell Investments Group, Ltd. added | 55,327 | $130K | 0.1% | 2026-Q2 |
| Vanguard Global Advisers, LLC | 54,248 | $127K | 0.1% | 2026-Q2 |
| IEQ CAPITAL, LLC added | 50,192 | $118K | 0.1% | 2026-Q2 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. added | 44,343 | $104K | 0.1% | 2026-Q2 |
| Gallagher Fiduciary Advisors, LLC trimmed | 33,506 | $79K | 0.0% | 2026-Q2 |
| Atria Investments, Inc trimmed | 33,372 | $78K | 0.0% | 2026-Q2 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE added | 30,516 | $72K | 0.0% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 27,215 | $64K | 0.0% | 2026-Q2 |
| INTECH INVESTMENT MANAGEMENT LLC added | 27,104 | $64K | 0.0% | 2026-Q2 |
| NEW YORK STATE COMMON RETIREMENT FUND | 26,566 | $62K | 0.0% | 2026-Q2 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 25,920 | $61K | 0.0% | 2026-Q2 |
| BBR PARTNERS, LLC added | 25,000 | $59K | 0.0% | 2026-Q2 |
| RENAISSANCE TECHNOLOGIES LLC trimmed | 24,700 | $58K | 0.0% | 2026-Q2 |
| Police & Firemen's Retirement System of New Jersey | 24,058 | $57K | 0.0% | 2026-Q2 |
| Mariner, LLC added | 24,025 | $56K | 0.0% | 2026-Q2 |
| VOYA INVESTMENT MANAGEMENT LLC added | 23,070 | $54K | 0.0% | 2026-Q2 |
| XTX Topco Ltd trimmed | 22,960 | $54K | 0.0% | 2026-Q2 |
| Sequoia Financial Advisors, LLC new | 22,386 | $53K | 0.0% | 2026-Q2 |
| BARCLAYS PLC trimmed | 19,555 | $46K | 0.0% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 17,753 | $42K | 0.0% | 2026-Q2 |
| JACOBS LEVY EQUITY MANAGEMENT, INC trimmed | 17,011 | $40K | 0.0% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 16,634 | $37K | 0.0% | 2026-Q2 |
| STRS OHIO | 16,300 | $38K | 0.0% | 2026-Q2 |
| Ascent Group, LLC new | 15,552 | $37K | 0.0% | 2026-Q2 |
| BNP PARIBAS FINANCIAL MARKETS trimmed | 14,466 | $34K | 0.0% | 2026-Q2 |
| MERCER GLOBAL ADVISORS INC /ADV new | 14,289 | $34K | 0.0% | 2026-Q2 |
| Creative Planning added | 12,684 | $30K | 0.0% | 2026-Q2 |
| ProShare Advisors LLC trimmed | 12,608 | $30K | 0.0% | 2026-Q2 |
| VICTORY CAPITAL MANAGEMENT INC trimmed | 12,070 | $28K | 0.0% | 2026-Q2 |
| M&T Bank Corp new | 11,554 | $27K | 0.0% | 2026-Q2 |
| SIMPLEX TRADING, LLC added | 10,206 | $24K | 0.0% | 2026-Q2 |
| Ameritas Investment Partners, Inc. | 9,023 | $21K | 0.0% | 2026-Q2 |
| Legal & General Group Plc | 8,547 | $20K | 0.0% | 2026-Q2 |
| FMR LLC added | 7,939 | $19K | 0.0% | 2026-Q2 |
| Arax Advisory Partners added | 6,378 | $15K | 0.0% | 2026-Q2 |
| Tower Research Capital LLC (TRC) trimmed | 6,366 | $15K | 0.0% | 2026-Q2 |
| Clearstead Advisors, LLC added | 3,233 | $8K | 0.0% | 2026-Q2 |
| Sterling Capital Management LLC trimmed | 1,940 | $5K | 0.0% | 2026-Q2 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM trimmed | 1,293 | $3K | 0.0% | 2026-Q2 |
| Allworth Financial LP added | 1,259 | $3K | 0.0% | 2026-Q2 |
| Global Retirement Partners, LLC added | 1,163 | $3K | 0.0% | 2026-Q2 |
| Essential Partners LLC trimmed | 722 | $2K | 0.0% | 2026-Q2 |
| Integrated Wealth Concepts LLC new | 701 | $2K | 0.0% | 2026-Q2 |
| EverSource Wealth Advisors, LLC trimmed | 688 | $2K | 0.0% | 2026-Q2 |
| PNC Financial Services Group, Inc. | 606 | $1K | 0.0% | 2026-Q2 |
| ROTHSCHILD INVESTMENT LLC added | 596 | $1K | 0.0% | 2026-Q2 |
| Private Wealth Management Group, LLC trimmed | 514 | $1K | 0.0% | 2026-Q2 |
| First Command Advisory Services, Inc. | 400 | $940 | 0.0% | 2026-Q2 |
| Rockefeller Capital Management L.P. trimmed | 344 | $808 | 0.0% | 2026-Q2 |
| Optiver Holding B.V. trimmed | 334 | $785 | 0.0% | 2026-Q2 |
| Fortitude Family Office, LLC new | 276 | $649 | 0.0% | 2026-Q2 |
| Farther Finance Advisors, LLC added | 212 | $498 | 0.0% | 2026-Q2 |
| PITTENGER & ANDERSON INC | 202 | $475 | 0.0% | 2026-Q2 |
| US BANCORP \DE\ added | 171 | $402 | 0.0% | 2026-Q2 |
| GAMMA Investing LLC trimmed | 80 | $188 | 0.0% | 2026-Q2 |
| Parallel Advisors, LLC trimmed | 79 | $186 | 0.0% | 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.