CGGR

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$44.57

-0.01 (-0.02%)

USD · as of 2026-07-28 · marketstack

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Institutional ownership· 13F filers holding CGGR · 2026-Q1 methodology → sources →

598 holders

% of shares outstanding held

—

Shares held (13F)

371,031,435

Reporting holders

598

Top holders

largest 100 of 598 · Δ vs 2025-Q4

#	Holder	Shares	Value	% of shares out	Δ QoQ
1	LPL Financial LLC	52,561,57752.6M	$2.1B	—	ADD 16%
2	MORGAN STANLEY	29,742,50729.7M	$1.2B	—	ADD 11%
3	Capital Group Private Client Services, Inc.	27,158,07427.2M	$1.1B	—	ADD 13%
4	WELLS FARGO & COMPANY/MN	15,759,77215.8M	$633M	—	ADD 27%
5	ENVESTNET ASSET MANAGEMENT INC	15,336,46215.3M	$616M	—	ADD 15%
6	BANK OF AMERICA CORP /DE/	14,193,83614.2M	$570M	—	ADD 10%
7	RAYMOND JAMES FINANCIAL INC	14,117,41114.1M	$567M	—	ADD 14%
8	COMMONWEALTH EQUITY SERVICES, LLC	13,552,56413.6M	$545M	—	ADD 3%
9	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	12,947,00612.9M	$520M	—	ADD 7%
10	Cetera Investment Advisers	9,800,9279.8M	$394M	—	ADD 19%
11	JONES FINANCIAL COMPANIES LLLP	9,610,5079.6M	$375M	—	ADD 28%
12	ROYAL BANK OF CANADA	8,428,0608.4M	$339M	—	ADD 30%
13	OSAIC HOLDINGS, INC.	7,708,9387.7M	$310M	—	ADD 12%
14	UBS Group AG	5,440,9635.4M	$219M	—	ADD 4%
15	Forge Financial Services LLC	5,394,6485.4M	$217M	—	ADD 3175%
16	Cambridge Investment Research Advisors, Inc.	4,557,8134.6M	$183M	—	ADD 4%
17	Kestra Investment Management, LLC	3,811,7563.8M	$153M	—	ADD 82%
18	MML INVESTORS SERVICES, LLC	3,212,5723.2M	$129M	—	TRIM -12%
19	JPMORGAN CHASE & CO	3,148,6723.1M	$122M	—	ADD 46%
20	Kestra Advisory Services, LLC	3,021,4233.0M	$121M	—	ADD 17%
21	Advance Capital Management, Inc.	2,860,1482.9M	$115M	—	ADD 239%
22	BENJAMIN EDWARDS INC	2,634,7762.6M	$106M	—	ADD 252%
23	SIGNATURE ESTATE & INVESTMENT ADVISORS LLC	2,491,3822.5M	$100M	—	TRIM -5%
24	STIFEL FINANCIAL CORP	2,433,9042.4M	$98M	—	ADD 4%
25	&PARTNERS	2,239,4542.2M	$90M	—	ADD 8%
26	Independent Advisor Alliance	2,196,3422.2M	$88M	—	NEW
27	Private Advisor Group, LLC	2,093,1862.1M	$84M	—	ADD 6%
28	CWM, LLC	2,002,1052.0M	$80M	—	TRIM -11%
29	Baird Financial Group, Inc.	1,999,3592.0M	$80M	—	ADD 8%
30	Merit Financial Group, LLC	1,910,5711.9M	$77M	—	ADD 6%
31	SEI INVESTMENTS CO	1,836,8141.8M	$74M	—	ADD 15%
32	WNY Asset Management, LLC	1,804,9701.8M	$73M	—	NEW
33	Valmark Advisers, Inc.	1,623,0621.6M	$65M	—	ADD 86%
34	Aprio Wealth Management, LLC	1,453,3531.5M	$58M	—	ADD 13%
35	Prospera Financial Services Inc	1,440,3781.4M	$58M	—	ADD 10%
36	Johnson Bixby & Associates, LLC	1,424,1191.4M	$57M	—	ADD 2%
37	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	1,400,6781.4M	$57M	—	TRIM -34%
38	New England Capital Financial Advisors LLC	1,393,6371.4M	$56M	—	TRIM -2%
39	Rockefeller Capital Management L.P.	1,389,9201.4M	$56M	—	ADD 8%
40	GREAT VALLEY ADVISOR GROUP, INC.	1,324,5191.3M	$53M	—	ADD 10%
41	CAPTRUST FINANCIAL ADVISORS	1,311,8601.3M	$53M	—	ADD 10%
42	Janney Montgomery Scott LLC	1,215,6801.2M	$49M	—	ADD 19%
43	Confluence Wealth Services, Inc.	1,163,0501.2M	$47M	—	ADD 6%
44	ADAMSBROWN WEALTH CONSULTANTS LLC	1,077,7721.1M	$43M	—	ADD 4%
45	Equitable Holdings, Inc.	980,811980,811	$43M	—	ADD 43%
46	JSF Financial, LLC	1,063,8001.1M	$43M	—	ADD 22%
47	Concurrent Investment Advisors, LLC	1,012,0611.0M	$41M	—	TRIM -19%
48	Summit Investment Advisory Services, LLC	930,119930,119	$37M	—	ADD 8%
49	D.A. DAVIDSON & CO.	905,700905,700	$36M	—	ADD 8%
50	HARBOUR INVESTMENTS, INC.	874,408874,408	$35M	—	ADD 34%
51	SUSQUEHANNA INTERNATIONAL GROUP, LLP	837,377837,377	$34M	—	NEW
52	BARNES PETTEY FINANCIAL ADVISORS, LLC	824,935824,935	$33M	—	ADD 2%
53	Gerber Kawasaki Wealth & Investment Management	808,098808,098	$32M	—	ADD 4%
54	NATIONAL BANK OF CANADA /FI/	800,000800,000	$32M	—	NEW
55	Ergawealth Advisors, Inc.	766,282766,282	$31M	—	ADD 7%
56	ECLECTIC ASSOCIATES INC /ADV	764,300764,300	$31M	—	ADD 8%
57	Haverford Trust Co	743,743743,743	$30M	—	ADD 2%
58	Cerity Partners LLC	741,529741,529	$30M	—	ADD 593%
59	Wealth Science Advisors LLC	667,396667,396	$30M	—	—
60	AA Financial Advisors, LLC	733,484733,484	$29M	—	ADD 96%
61	HighPoint Advisor Group LLC	725,845725,845	$29M	—	ADD 13%
62	ASSETMARK, INC	703,381703,381	$28M	—	ADD 26%
63	TRUIST FINANCIAL CORP	688,877688,877	$28M	—	TRIM -15%
64	BARCLAYS PLC	661,865661,865	$27M	—	ADD 207%
65	Tribridge Partners Financial LLC	655,495655,495	$26M	—	ADD 4%
66	Wealthcare Advisory Partners LLC	647,731647,731	$26M	—	ADD 6%
67	IAM Advisory, LLC	618,177618,177	$25M	—	—
68	Focus Partners Wealth	602,177602,177	$24M	—	—
69	IFP Advisors, Inc	570,490570,490	$23M	—	ADD 29%
70	VALLEY NATIONAL ADVISERS INC	564,725564,725	$23M	—	NEW
71	Geneos Wealth Management Inc.	554,586554,586	$22M	—	TRIM -54%
72	Sanctuary Advisors, LLC	531,603531,603	$21M	—	—
73	J. Derek Lewis & Associates Inc.	514,130514,130	$21M	—	ADD 9%
74	Mutual Advisors, LLC	513,200513,200	$21M	—	ADD 24%
75	DAVENPORT & Co LLC	505,438505,438	$20M	—	ADD 9%
76	Greenbush Financial Group, LLC	496,413496,413	$20M	—	TRIM -11%
77	Financial Council, LLC	485,720485,720	$20M	—	ADD 6%
78	HighTower Advisors, LLC	485,581485,581	$20M	—	ADD 3%
79	Strategic Blueprint, LLC	481,031481,031	$19M	—	ADD 6%
80	KESTRA PRIVATE WEALTH SERVICES, LLC	473,147473,147	$19M	—	—
81	AdvisorNet Financial, Inc	471,321471,321	$19M	—	TRIM -9%
82	Challenger Wealth Management	444,185444,185	$18M	—	—
83	OLD NATIONAL BANCORP /IN/	443,655443,655	$18M	—	NEW
84	STEPHENS INC /AR/	441,078441,078	$18M	—	ADD 44%
85	Alpha Financial Advisors, LLC	436,542436,542	$18M	—	—
86	Farther Finance Advisors, LLC	419,902419,902	$17M	—	TRIM -40%
87	BLAIR WILLIAM & CO/IL	421,674421,674	$17M	—	ADD 6%
88	Hartmann Taylor Wealth Management, LLC	411,209411,209	$17M	—	ADD 3%
89	Kera Capital Partners, Inc.	409,768409,768	$16M	—	ADD 3%
90	Stonebridge Financial Group, LLC	407,484407,484	$16M	—	ADD 15%
91	Capital Analysts, LLC	407,450407,450	$16M	—	ADD 32%
92	MISSION WEALTH MANAGEMENT, LP	404,367404,367	$16M	—	TRIM -2%
93	EXENCIAL WEALTH ADVISORS, LLC	401,245401,245	$16M	—	—
94	Main Line Retirement Advisors, LLC	389,628389,628	$16M	—	—
95	Steward Partners Investment Advisory, LLC	388,819388,819	$16M	—	ADD 3%
96	KINGSWOOD WEALTH ADVISORS, LLC	387,536387,536	$16M	—	TRIM -17%
97	Souders Financial Advisors	384,130384,130	$15M	—	ADD 8%
98	Mariner, LLC	371,217371,217	$15M	—	ADD 44%
99	FOUNDERS FINANCIAL SECURITIES LLC	353,320353,320	$15M	—	ADD 18%
100	Michael Brady & Co., LLC	369,376369,376	$15M	—	—

Rows rank by the value each filer reported — 13F filers price their own positions, so a holder with fewer shares can rank just above one with more.

Holder trends· top 15 holders · shares held over 6 quarters

green added · red trimmed

Holder

2024-Q4

2025-Q1

2025-Q2

2025-Q3

2025-Q4

2026-Q1

Latest value

LPL Financial LLC

16.8M

22.8M

30.0M

38.6M

45.4M

52.6M

$2.1B

MORGAN STANLEY

7.4M

9.5M

11.9M

13.8M

26.9M

29.7M

$1.2B

Capital Group Private Client Services, Inc.

20.1M

21.8M

22.3M

23.4M

24.0M

27.2M

$1.1B

WELLS FARGO & COMPANY/MN

6.8M

7.8M

8.2M

9.8M

12.4M

15.8M

$633M

ENVESTNET ASSET MANAGEMENT INC

6.9M

8.1M

10.4M

12.1M

13.3M

15.3M

$616M

BANK OF AMERICA CORP /DE/

10.4M

11.4M

11.5M

12.8M

12.9M

14.2M

$570M

RAYMOND JAMES FINANCIAL INC

6.9M

7.8M

8.5M

11.1M

12.4M

14.1M

$567M

COMMONWEALTH EQUITY SERVICES, LLC

10.3M

11.7M

12.4M

12.7M

13.2M

13.6M

$545M

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

7.9M

9.1M

10.4M

11.4M

12.1M

12.9M

$520M

Cetera Investment Advisers

4.3M

4.9M

6.2M

7.6M

8.2M

9.8M

$394M

JONES FINANCIAL COMPANIES LLLP

2.2M

3.3M

4.6M

6.0M

7.5M

9.6M

$375M

ROYAL BANK OF CANADA

3.1M

3.7M

8.9M

5.4M

6.5M

8.4M

$339M

OSAIC HOLDINGS, INC.

3.2M

4.2M

4.9M

5.9M

6.9M

7.7M

$310M

UBS Group AG

3.3M

3.6M

4.1M

5.0M

5.2M

5.4M

$219M

Forge Financial Services LLC

128K

136K

144K

165K

5.4M

$217M

Shares reported each quarter by the largest current holders. Green = added vs the prior filing, red = trimmed, grey = roughly held; a dash is a quarter with no 13F on file (a gap is skipped, not read as an exit). 13F is filed up to 45 days after quarter-end. Up to 40 quarters (10 years) available — use the selector above.

Institutional footprint by quarter

Holder count only — too few computable %-of-shares-outstanding quarters for a % pane. Line breaks are quarters with no 13F record, never interpolated.

Quarter	Holders	Shares held	% shares out	Value held
2026-Q1	598	371,031,435	—	$14.9B
2025-Q4	607	323,755,732	—	$14.4B
2025-Q3	527	280,751,969	—	$12.3B
2025-Q2	492	250,405,830	—	$10.2B
2025-Q1	450	214,355,069	—	$7.3B
2024-Q4	437	179,968,622	—	$6.7B
2024-Q3	351	154,672,579	—	$5.4B
2024-Q2	329	134,080,064	—	$4.4B
2024-Q1	291	116,128,067	—	$3.7B
2023-Q4	263	96,887,894	—	$2.7B
2023-Q3	200	78,542,006	—	$1.9B
2023-Q2	172	64,067,737	—	$1.6B
2023-Q1	144	52,549,723

Short interest has its own tab now — open SI →

Source: SEC Form 13F — every institution manager (≥ $100M in 13F securities) reporting a long US-listed position, across ~10,250 filers over 10 years of history. 13F is long-only, US-listed, filed up to 45 days after quarter-end.

Institutional ownership· 13F filers holding CGGR · 2026-Q1 methodology → sources →

598 holders

% of shares outstanding held

—

Shares held (13F)

371,031,435

Reporting holders

598

Top holders

largest 100 of 598 · Δ vs 2025-Q4

#	Holder	Shares	Value	% of shares out	Δ QoQ
1	LPL Financial LLC	52,561,57752.6M	$2.1B	—	ADD 16%
2	MORGAN STANLEY	29,742,50729.7M	$1.2B	—	ADD 11%
3	Capital Group Private Client Services, Inc.	27,158,07427.2M	$1.1B	—	ADD 13%
4	WELLS FARGO & COMPANY/MN	15,759,77215.8M	$633M	—	ADD 27%
5	ENVESTNET ASSET MANAGEMENT INC	15,336,46215.3M	$616M	—	ADD 15%
6	BANK OF AMERICA CORP /DE/	14,193,83614.2M	$570M	—	ADD 10%
7	RAYMOND JAMES FINANCIAL INC	14,117,41114.1M	$567M	—	ADD 14%
8	COMMONWEALTH EQUITY SERVICES, LLC	13,552,56413.6M	$545M	—	ADD 3%
9	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	12,947,00612.9M	$520M	—	ADD 7%
10	Cetera Investment Advisers	9,800,9279.8M	$394M	—	ADD 19%
11	JONES FINANCIAL COMPANIES LLLP	9,610,5079.6M	$375M	—	ADD 28%
12	ROYAL BANK OF CANADA	8,428,0608.4M	$339M	—	ADD 30%
13	OSAIC HOLDINGS, INC.	7,708,9387.7M	$310M	—	ADD 12%
14	UBS Group AG	5,440,9635.4M	$219M	—	ADD 4%
15	Forge Financial Services LLC	5,394,6485.4M	$217M	—	ADD 3175%
16	Cambridge Investment Research Advisors, Inc.	4,557,8134.6M	$183M	—	ADD 4%
17	Kestra Investment Management, LLC	3,811,7563.8M	$153M	—	ADD 82%
18	MML INVESTORS SERVICES, LLC	3,212,5723.2M	$129M	—	TRIM -12%
19	JPMORGAN CHASE & CO	3,148,6723.1M	$122M	—	ADD 46%
20	Kestra Advisory Services, LLC	3,021,4233.0M	$121M	—	ADD 17%
21	Advance Capital Management, Inc.	2,860,1482.9M	$115M	—	ADD 239%
22	BENJAMIN EDWARDS INC	2,634,7762.6M	$106M	—	ADD 252%
23	SIGNATURE ESTATE & INVESTMENT ADVISORS LLC	2,491,3822.5M	$100M	—	TRIM -5%
24	STIFEL FINANCIAL CORP	2,433,9042.4M	$98M	—	ADD 4%
25	&PARTNERS	2,239,4542.2M	$90M	—	ADD 8%
26	Independent Advisor Alliance	2,196,3422.2M	$88M	—	NEW
27	Private Advisor Group, LLC	2,093,1862.1M	$84M	—	ADD 6%
28	CWM, LLC	2,002,1052.0M	$80M	—	TRIM -11%
29	Baird Financial Group, Inc.	1,999,3592.0M	$80M	—	ADD 8%
30	Merit Financial Group, LLC	1,910,5711.9M	$77M	—	ADD 6%
31	SEI INVESTMENTS CO	1,836,8141.8M	$74M	—	ADD 15%
32	WNY Asset Management, LLC	1,804,9701.8M	$73M	—	NEW
33	Valmark Advisers, Inc.	1,623,0621.6M	$65M	—	ADD 86%
34	Aprio Wealth Management, LLC	1,453,3531.5M	$58M	—	ADD 13%
35	Prospera Financial Services Inc	1,440,3781.4M	$58M	—	ADD 10%
36	Johnson Bixby & Associates, LLC	1,424,1191.4M	$57M	—	ADD 2%
37	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	1,400,6781.4M	$57M	—	TRIM -34%
38	New England Capital Financial Advisors LLC	1,393,6371.4M	$56M	—	TRIM -2%
39	Rockefeller Capital Management L.P.	1,389,9201.4M	$56M	—	ADD 8%
40	GREAT VALLEY ADVISOR GROUP, INC.	1,324,5191.3M	$53M	—	ADD 10%
41	CAPTRUST FINANCIAL ADVISORS	1,311,8601.3M	$53M	—	ADD 10%
42	Janney Montgomery Scott LLC	1,215,6801.2M	$49M	—	ADD 19%
43	Confluence Wealth Services, Inc.	1,163,0501.2M	$47M	—	ADD 6%
44	ADAMSBROWN WEALTH CONSULTANTS LLC	1,077,7721.1M	$43M	—	ADD 4%
45	Equitable Holdings, Inc.	980,811980,811	$43M	—	ADD 43%
46	JSF Financial, LLC	1,063,8001.1M	$43M	—	ADD 22%
47	Concurrent Investment Advisors, LLC	1,012,0611.0M	$41M	—	TRIM -19%
48	Summit Investment Advisory Services, LLC	930,119930,119	$37M	—	ADD 8%
49	D.A. DAVIDSON & CO.	905,700905,700	$36M	—	ADD 8%
50	HARBOUR INVESTMENTS, INC.	874,408874,408	$35M	—	ADD 34%
51	SUSQUEHANNA INTERNATIONAL GROUP, LLP	837,377837,377	$34M	—	NEW
52	BARNES PETTEY FINANCIAL ADVISORS, LLC	824,935824,935	$33M	—	ADD 2%
53	Gerber Kawasaki Wealth & Investment Management	808,098808,098	$32M	—	ADD 4%
54	NATIONAL BANK OF CANADA /FI/	800,000800,000	$32M	—	NEW
55	Ergawealth Advisors, Inc.	766,282766,282	$31M	—	ADD 7%
56	ECLECTIC ASSOCIATES INC /ADV	764,300764,300	$31M	—	ADD 8%
57	Haverford Trust Co	743,743743,743	$30M	—	ADD 2%
58	Cerity Partners LLC	741,529741,529	$30M	—	ADD 593%
59	Wealth Science Advisors LLC	667,396667,396	$30M	—	—
60	AA Financial Advisors, LLC	733,484733,484	$29M	—	ADD 96%
61	HighPoint Advisor Group LLC	725,845725,845	$29M	—	ADD 13%
62	ASSETMARK, INC	703,381703,381	$28M	—	ADD 26%
63	TRUIST FINANCIAL CORP	688,877688,877	$28M	—	TRIM -15%
64	BARCLAYS PLC	661,865661,865	$27M	—	ADD 207%
65	Tribridge Partners Financial LLC	655,495655,495	$26M	—	ADD 4%
66	Wealthcare Advisory Partners LLC	647,731647,731	$26M	—	ADD 6%
67	IAM Advisory, LLC	618,177618,177	$25M	—	—
68	Focus Partners Wealth	602,177602,177	$24M	—	—
69	IFP Advisors, Inc	570,490570,490	$23M	—	ADD 29%
70	VALLEY NATIONAL ADVISERS INC	564,725564,725	$23M	—	NEW
71	Geneos Wealth Management Inc.	554,586554,586	$22M	—	TRIM -54%
72	Sanctuary Advisors, LLC	531,603531,603	$21M	—	—
73	J. Derek Lewis & Associates Inc.	514,130514,130	$21M	—	ADD 9%
74	Mutual Advisors, LLC	513,200513,200	$21M	—	ADD 24%
75	DAVENPORT & Co LLC	505,438505,438	$20M	—	ADD 9%
76	Greenbush Financial Group, LLC	496,413496,413	$20M	—	TRIM -11%
77	Financial Council, LLC	485,720485,720	$20M	—	ADD 6%
78	HighTower Advisors, LLC	485,581485,581	$20M	—	ADD 3%
79	Strategic Blueprint, LLC	481,031481,031	$19M	—	ADD 6%
80	KESTRA PRIVATE WEALTH SERVICES, LLC	473,147473,147	$19M	—	—
81	AdvisorNet Financial, Inc	471,321471,321	$19M	—	TRIM -9%
82	Challenger Wealth Management	444,185444,185	$18M	—	—
83	OLD NATIONAL BANCORP /IN/	443,655443,655	$18M	—	NEW
84	STEPHENS INC /AR/	441,078441,078	$18M	—	ADD 44%
85	Alpha Financial Advisors, LLC	436,542436,542	$18M	—	—
86	Farther Finance Advisors, LLC	419,902419,902	$17M	—	TRIM -40%
87	BLAIR WILLIAM & CO/IL	421,674421,674	$17M	—	ADD 6%
88	Hartmann Taylor Wealth Management, LLC	411,209411,209	$17M	—	ADD 3%
89	Kera Capital Partners, Inc.	409,768409,768	$16M	—	ADD 3%
90	Stonebridge Financial Group, LLC	407,484407,484	$16M	—	ADD 15%
91	Capital Analysts, LLC	407,450407,450	$16M	—	ADD 32%
92	MISSION WEALTH MANAGEMENT, LP	404,367404,367	$16M	—	TRIM -2%
93	EXENCIAL WEALTH ADVISORS, LLC	401,245401,245	$16M	—	—
94	Main Line Retirement Advisors, LLC	389,628389,628	$16M	—	—
95	Steward Partners Investment Advisory, LLC	388,819388,819	$16M	—	ADD 3%
96	KINGSWOOD WEALTH ADVISORS, LLC	387,536387,536	$16M	—	TRIM -17%
97	Souders Financial Advisors	384,130384,130	$15M	—	ADD 8%
98	Mariner, LLC	371,217371,217	$15M	—	ADD 44%
99	FOUNDERS FINANCIAL SECURITIES LLC	353,320353,320	$15M	—	ADD 18%
100	Michael Brady & Co., LLC	369,376369,376	$15M	—	—

Rows rank by the value each filer reported — 13F filers price their own positions, so a holder with fewer shares can rank just above one with more.

Holder trends· top 15 holders · shares held over 6 quarters

green added · red trimmed

Holder

2024-Q4

2025-Q1

2025-Q2

2025-Q3

2025-Q4

2026-Q1

Latest value

LPL Financial LLC

16.8M

22.8M

30.0M

38.6M

45.4M

52.6M

$2.1B

MORGAN STANLEY

7.4M

9.5M

11.9M

13.8M

26.9M

29.7M

$1.2B

Capital Group Private Client Services, Inc.

20.1M

21.8M

22.3M

23.4M

24.0M

27.2M

$1.1B

WELLS FARGO & COMPANY/MN

6.8M

7.8M

8.2M

9.8M

12.4M

15.8M

$633M

ENVESTNET ASSET MANAGEMENT INC

6.9M

8.1M

10.4M

12.1M

13.3M

15.3M

$616M

BANK OF AMERICA CORP /DE/

10.4M

11.4M

11.5M

12.8M

12.9M

14.2M

$570M

RAYMOND JAMES FINANCIAL INC

6.9M

7.8M

8.5M

11.1M

12.4M

14.1M

$567M

COMMONWEALTH EQUITY SERVICES, LLC

10.3M

11.7M

12.4M

12.7M

13.2M

13.6M

$545M

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

7.9M

9.1M

10.4M

11.4M

12.1M

12.9M

$520M

Cetera Investment Advisers

4.3M

4.9M

6.2M

7.6M

8.2M

9.8M

$394M

JONES FINANCIAL COMPANIES LLLP

2.2M

3.3M

4.6M

6.0M

7.5M

9.6M

$375M

ROYAL BANK OF CANADA

3.1M

3.7M

8.9M

5.4M

6.5M

8.4M

$339M

OSAIC HOLDINGS, INC.

3.2M

4.2M

4.9M

5.9M

6.9M

7.7M

$310M

UBS Group AG

3.3M

3.6M

4.1M

5.0M

5.2M

5.4M

$219M

Forge Financial Services LLC

128K

136K

144K

165K

5.4M

$217M

Institutional footprint by quarter

Holder count only — too few computable %-of-shares-outstanding quarters for a % pane. Line breaks are quarters with no 13F record, never interpolated.

Quarter	Holders	Shares held	% shares out	Value held
2026-Q1	598	371,031,435	—	$14.9B
2025-Q4	607	323,755,732	—	$14.4B
2025-Q3	527	280,751,969	—	$12.3B
2025-Q2	492	250,405,830	—	$10.2B
2025-Q1	450	214,355,069	—	$7.3B
2024-Q4	437	179,968,622	—	$6.7B
2024-Q3	351	154,672,579	—	$5.4B
2024-Q2	329	134,080,064	—	$4.4B
2024-Q1	291	116,128,067	—	$3.7B
2023-Q4	263	96,887,894	—	$2.7B
2023-Q3	200	78,542,006	—	$1.9B
2023-Q2	172	64,067,737	—	$1.6B
2023-Q1	144	52,549,723

Short interest has its own tab now — open SI →

CGGR☆

Institutional ownership· 13F filers holding CGGR · 2026-Q1 methodology → sources →

Top holders

Holder trends· top 15 holders · shares held over 6 quarters

Institutional footprint by quarter

Institutional ownership· 13F filers holding CGGR · 2026-Q1 methodology → sources →

Top holders

Holder trends· top 15 holders · shares held over 6 quarters

Institutional footprint by quarter

CGGR