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Institutional Ownership · SEC Form 13F

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.

118
Institutional holders
84,344,409
Shares held (tracked funds)
60.2%
Of shares outstanding

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).

FundSharesReported value% of valueQuarter
Hyundai Investments Co., Ltd. trimmed20,467,603$49M18.7%2026-Q1
Koch, Inc.15,126,917$36M13.9%2026-Q1
NEUBERGER BERMAN GROUP LLC trimmed8,760,392$21M8.0%2026-Q1
BlackRock, Inc. trimmed7,930,821$19M7.3%2026-Q1
VANGUARD CAPITAL MANAGEMENT LLC new5,371,136$13M4.9%2026-Q1
CHARLES SCHWAB INVESTMENT MANAGEMENT INC trimmed3,082,071$7M2.8%2026-Q1
GEODE CAPITAL MANAGEMENT, LLC added2,738,489$7M2.5%2026-Q1
WAFRA INC.2,500,000$6M2.3%2026-Q1
STATE STREET CORP added2,143,679$5M2.0%2026-Q1
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC added1,834,415$4M1.7%2026-Q1
GRATIA CAPITAL, LLC1,700,084$4M1.6%2026-Q1
LM Asset Management Inc. added1,400,000$3M1.3%2026-Q1
CITIGROUP INC added1,079,287$3M1.0%2026-Q1
VANGUARD FIDUCIARY TRUST CO new854,902$2M0.8%2026-Q1
D. E. Shaw & Co., Inc. added837,412$2M0.8%2026-Q1
NORTHERN TRUST CORP added791,596$2M0.7%2026-Q1
VANGUARD PORTFOLIO MANAGEMENT LLC new720,650$2M0.7%2026-Q1
ACADIAN ASSET MANAGEMENT LLC trimmed481,240$1M0.4%2026-Q1
MACQUARIE GROUP LTD added452,533$1M0.4%2026-Q1
GOLDMAN SACHS GROUP INC trimmed356,065$847K0.3%2026-Q1
Caption Management, LLC trimmed335,762$799K0.3%2026-Q1
Brevan Howard Capital Management LP added327,649$778K0.3%2026-Q1
JPMORGAN CHASE & CO trimmed305,085$726K0.3%2026-Q1
JANE STREET GROUP, LLC added293,606$699K0.3%2026-Q1
Bank of New York Mellon Corp trimmed293,387$698K0.3%2026-Q1
AQR CAPITAL MANAGEMENT LLC added276,557$658K0.3%2026-Q1
UBS Group AG added243,101$579K0.2%2026-Q1
Nuveen, LLC added240,864$573K0.2%2026-Q1
PRUDENTIAL FINANCIAL INC trimmed235,035$559K0.2%2026-Q1
CITADEL ADVISORS LLC trimmed230,601$549K0.2%2026-Q1
AMERIPRISE FINANCIAL INC added228,269$543K0.2%2026-Q1
XTX Topco Ltd added183,396$436K0.2%2026-Q1
SEI INVESTMENTS CO added158,724$378K0.1%2026-Q1
MILLENNIUM MANAGEMENT LLC trimmed151,451$360K0.1%2026-Q1
ALLIANCEBERNSTEIN L.P.117,400$359K0.1%2026-Q1
PRICE T ROWE ASSOCIATES INC /MD/ added146,934$350K0.1%2026-Q1
MORGAN STANLEY trimmed145,109$345K0.1%2026-Q1
Invesco Ltd. trimmed144,284$343K0.1%2026-Q1
LOS ANGELES CAPITAL MANAGEMENT LLC trimmed120,090$286K0.1%2026-Q1
RHUMBLINE ADVISERS trimmed116,868$278K0.1%2026-Q1
BANK OF AMERICA CORP /DE/ added108,263$258K0.1%2026-Q1
Compagnie Lombard Odier SCmA92,500$220K0.1%2026-Q1
Empowered Funds, LLC new89,094$212K0.1%2026-Q1
DEUTSCHE BANK AG\ added86,374$206K0.1%2026-Q1
Vanguard Global Advisers, LLC new54,248$129K0.0%2026-Q1
Graham Capital Management, L.P. added50,741$121K0.0%2026-Q1
RENAISSANCE TECHNOLOGIES LLC added48,800$116K0.0%2026-Q1
SUSQUEHANNA INTERNATIONAL GROUP, LLP added47,404$113K0.0%2026-Q1
Vident Advisory, LLC trimmed46,988$112K0.0%2026-Q1
EverSource Wealth Advisors, LLC added1,398$108K0.0%2026-Q1
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. added43,895$104K0.0%2026-Q1
JACOBS LEVY EQUITY MANAGEMENT, INC added37,287$89K0.0%2026-Q1
Gallagher Fiduciary Advisors, LLC trimmed34,936$83K0.0%2026-Q1
WELLS FARGO & COMPANY/MN trimmed34,885$83K0.0%2026-Q1
Atria Investments, Inc trimmed34,831$83K0.0%2026-Q1
Greenland Capital Management LP trimmed30,000$71K0.0%2026-Q1
Russell Investments Group, Ltd. added28,055$67K0.0%2026-Q1
NEW YORK STATE COMMON RETIREMENT FUND26,566$63K0.0%2026-Q1
Jump Financial, LLC added26,516$63K0.0%2026-Q1
MANUFACTURERS LIFE INSURANCE COMPANY, THE trimmed26,347$63K0.0%2026-Q1
BARCLAYS PLC trimmed26,244$62K0.0%2026-Q1
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM25,920$62K0.0%2026-Q1
Police & Firemen's Retirement System of New Jersey24,058$57K0.0%2026-Q1
TEACHER RETIREMENT SYSTEM OF TEXAS added7,514,297$28M10.8%2025-Q1 stale
VANGUARD GROUP INC added6,873,282$21M8.1%2025-Q4 stale
BALYASNY ASSET MANAGEMENT L.P. trimmed388,375$1M0.5%2025-Q3 stale
AXS Investments LLC added416,693$1M0.5%2025-Q2 stale
Cubist Systematic Strategies, LLC trimmed270,465$898K0.3%2025-Q3 stale
UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC added229,087$854K0.3%2025-Q1 stale
Swiss National Bank218,178$814K0.3%2025-Q1 stale
FIRST TRUST ADVISORS LP added183,870$686K0.3%2025-Q1 stale
GSA CAPITAL PARTNERS LLP added155,849$581K0.2%2025-Q1 stale
Verition Fund Management LLC trimmed152,131$466K0.2%2025-Q4 stale
Focus Partners Wealth new10,259$397K0.2%2025-Q3 stale
ExodusPoint Capital Management, LP added130,714$373K0.1%2025-Q2 stale
Portolan Capital Management, LLC new119,700$366K0.1%2025-Q4 stale
MARSHALL WACE, LLP added92,722$308K0.1%2025-Q3 stale
ZACKS INVESTMENT MANAGEMENT trimmed96,175$274K0.1%2025-Q2 stale
Brooklyn Investment Group trimmed87,571$253K0.1%2025-Q3 stale
JANUS HENDERSON GROUP PLC58,299$218K0.1%2025-Q1 stale
Sanctuary Advisors, LLC new58,651$167K0.1%2025-Q2 stale
Corebridge Financial, Inc. trimmed42,291$158K0.1%2025-Q1 stale
SG Americas Securities, LLC added45,715$140K0.1%2025-Q4 stale
STATE OF WISCONSIN INVESTMENT BOARD added36,384$136K0.1%2025-Q1 stale
Arizona State Retirement System trimmed31,980$119K0.0%2025-Q1 stale
AE Wealth Management LLC added38,848$111K0.0%2025-Q2 stale
SUMMIT SECURITIES GROUP LLC new26,780$100K0.0%2025-Q1 stale
Centiva Capital, LP trimmed27,831$92K0.0%2025-Q3 stale
Quadrature Capital Ltd trimmed30,182$92K0.0%2025-Q4 stale
Zurcher Kantonalbank (Zurich Cantonalbank)23,702$88K0.0%2025-Q1 stale
Jain Global LLC new30,170$86K0.0%2025-Q2 stale
KLP KAPITALFORVALTNING AS20,300$76K0.0%2025-Q1 stale
HRT FINANCIAL LP trimmed25,480$72K0.0%2025-Q2 stale
MQS Management LLC added21,297$71K0.0%2025-Q3 stale
TOWNSQUARE CAPITAL LLC added18,747$70K0.0%2025-Q1 stale
State of Wyoming added20,843$64K0.0%2025-Q4 stale
Abel Hall, LLC new20,294$62K0.0%2025-Q4 stale
EntryPoint Capital, LLC new21,176$60K0.0%2025-Q2 stale
Amundi new19,370$59K0.0%2025-Q2 stale
ALGERT GLOBAL LLC trimmed19,027$58K0.0%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.

HoldersTotal shares

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.

Learn how to read institutional ownership