CGIC

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$35.07

-0.29 (-0.82%)

USD · as of 2026-07-29 · marketstack

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

186 holders

% of shares outstanding held

—

Shares held (13F)

35,189,638

Reporting holders

186

Top holders

largest 100 of 186 · Δ vs 2025-Q4

#	Holder	Shares	Value	% of shares out	Δ QoQ
1	LPL Financial LLC	4,993,0505.0M	$165M	—	ADD 80%
2	RAYMOND JAMES FINANCIAL INC	3,271,2063.3M	$108M	—	ADD 42%
3	OSAIC HOLDINGS, INC.	2,663,2982.7M	$88M	—	ADD 12%
4	Capital Group Private Client Services, Inc.	2,197,2412.2M	$73M	—	ADD 34%
5	ROYAL BANK OF CANADA	1,733,5731.7M	$57M	—	ADD 112%
6	COMMONWEALTH EQUITY SERVICES, LLC	1,307,1161.3M	$43M	—	ADD 67%
7	ENVESTNET ASSET MANAGEMENT INC	1,192,4661.2M	$39M	—	—
8	Merit Financial Group, LLC	1,131,5391.1M	$37M	—	—
9	WELLS FARGO & COMPANY/MN	997,667997,667	$33M	—	ADD 150%
10	Amplius Wealth Advisors, LLC	992,381992,381	$33M	—	TRIM -4%
11	Cetera Investment Advisers	827,453827,453	$27M	—	ADD 45%
12	Johnson Bixby & Associates, LLC	825,821825,821	$27M	—	NEW
13	JONES FINANCIAL COMPANIES LLLP	730,725730,725	$24M	—	ADD 184%
14	Cambridge Investment Research Advisors, Inc.	605,396605,396	$20M	—	ADD 18%
15	MML INVESTORS SERVICES, LLC	565,565565,565	$19M	—	ADD 9%
16	D.A. DAVIDSON & CO.	555,174555,174	$18M	—	ADD 62%
17	SK Wealth Management, LLC	520,740520,740	$17M	—	ADD 25%
18	STIFEL FINANCIAL CORP	496,769496,769	$16M	—	ADD 7%
19	Private Advisor Group, LLC	490,501490,501	$16M	—	ADD 145%
20	Gerber Kawasaki Wealth & Investment Management	471,124471,124	$16M	—	ADD 870%
21	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	403,474403,474	$13M	—	ADD 22%
22	First Heartland Consultants, Inc.	400,919400,919	$13M	—	ADD 25%
23	Souders Financial Advisors	360,747360,747	$12M	—	TRIM -4%
24	Sound View Wealth Advisors Group, LLC	330,562330,562	$11M	—	ADD 64%
25	BIP Wealth, LLC	297,561297,561	$10M	—	—
26	Steward Partners Investment Advisory, LLC	245,979245,979	$8M	—	—
27	Farther Finance Advisors, LLC	234,621234,621	$8M	—	ADD 5%
28	INDEPENDENT FINANCIAL GROUP, LLC	209,118209,118	$7M	—	ADD 60%
29	Confluence Wealth Services, Inc.	199,731199,731	$7M	—	ADD 29%
30	Equitable Holdings, Inc.	195,999195,999	$6M	—	ADD 278%
31	Mutual Advisors, LLC	169,581169,581	$6M	—	ADD 176%
32	VICUS CAPITAL	166,236166,236	$6M	—	ADD 103%
33	&PARTNERS	163,588163,588	$5M	—	ADD 47%
34	Royal Harbor Partners, LLC	161,174161,174	$5M	—	NEW
35	DAVENPORT & Co LLC	160,942160,942	$5M	—	ADD 524%
36	SARD WEALTH MANAGEMENT GROUP, LLC	159,140159,140	$5M	—	ADD 5%
37	Acorn Wealth Advisors, LLC	156,207156,207	$5M	—	ADD 20%
38	J. Derek Lewis & Associates Inc.	142,056142,056	$5M	—	ADD 21%
39	BNB Wealth Management, LLC	141,769141,769	$5M	—	ADD 28%
40	SUSQUEHANNA INTERNATIONAL GROUP, LLP	137,683137,683	$5M	—	TRIM -12%
41	Swisher Financial Concepts, Inc.	135,598135,598	$4M	—	ADD 321%
42	Summit Financial, LLC	133,997133,997	$4M	—	ADD 17%
43	Baird Financial Group, Inc.	130,657130,657	$4M	—	—
44	GREAT VALLEY ADVISOR GROUP, INC.	123,631123,631	$4M	—	ADD 180%
45	KPP Advisory Services LLC	116,755116,755	$4M	—	NEW
46	Orion Porfolio Solutions, LLC	116,430116,430	$4M	—	ADD 26%
47	Lineweaver Wealth Advisors, LLC	105,872105,872	$4M	—	NEW
48	ASSETMARK, INC	92,16592,165	$3M	—	ADD 57%
49	JANE STREET GROUP, LLC	90,33790,337	$3M	—	TRIM -50%
50	Prosperity Financial Group, Inc.	88,80088,800	$3M	—	ADD 73%
51	FLOW TRADERS U.S. LLC	87,60687,606	$3M	—	NEW
52	Kestra Advisory Services, LLC	83,00783,007	$3M	—	ADD 42%
53	Capital Investment Advisors, LLC	80,36380,363	$3M	—	ADD 21%
54	NATIXIS ADVISORS, LLC	76,01076,010	$3M	—	ADD 259%
55	CITADEL ADVISORS LLC	75,56375,563	$3M	—	ADD 60%
56	UBS Group AG	74,14174,141	$2M	—	NEW
57	Rothschild Wealth LLC	73,41073,410	$2M	—	—
58	HARBOUR INVESTMENTS, INC.	71,24671,246	$2M	—	ADD 244%
59	Aprio Wealth Management, LLC	70,11670,116	$2M	—	ADD 9%
60	Strategic Blueprint, LLC	69,00769,007	$2M	—	—
61	BENJAMIN EDWARDS INC	59,82459,824	$2M	—	ADD 57%
62	CAPTRUST FINANCIAL ADVISORS	58,28158,281	$2M	—	ADD 13%
63	TritonPoint Partners, LLC	53,88553,885	$2M	—	NEW
64	PCG Wealth Advisors, LLC	53,51753,517	$2M	—	ADD 236%
65	FOUNDERS FINANCIAL SECURITIES LLC	50,60950,609	$2M	—	ADD 241%
66	CMC Financial Group	52,83052,830	$2M	—	TRIM -53%
67	Concurrent Investment Advisors, LLC	50,26050,260	$2M	—	NEW
68	Betterment LLC	49,75749,757	$2M	—	NEW
69	Geneos Wealth Management Inc.	48,35148,351	$2M	—	ADD 100%
70	NWF Advisory Services Inc.	47,71947,719	$2M	—	ADD 6%
71	U.S. Capital Wealth Advisors, LLC	47,23847,238	$2M	—	ADD 68%
72	KINTRA WEALTH, LLC	47,19047,190	$2M	—	NEW
73	Main Line Retirement Advisors, LLC	45,58845,588	$2M	—	ADD 23%
74	Keystone Wealth Services, LLC	45,15545,155	$1M	—	NEW
75	Envestnet Portfolio Solutions, Inc.	44,01944,019	$1M	—	ADD 14%
76	SITTNER & NELSON, LLC	41,86941,869	$1M	—	ADD 18%
77	World Investment Advisors	40,99240,992	$1M	—	ADD 19%
78	Capital International Investors	40,12840,128	$1M	—	ADD 99%
79	Kingsview Wealth Management, LLC	39,70639,706	$1M	—	ADD 16%
80	Sigma Planning Corp	39,28839,288	$1M	—	ADD 430%
81	HRT FINANCIAL LP	37,97237,972	$1M	—	ADD 130%
82	BARNES PETTEY FINANCIAL ADVISORS, LLC	34,40534,405	$1M	—	ADD 122%
83	GTS SECURITIES LLC	34,28834,288	$1M	—	ADD 10%
84	Cercano Management LLC	32,73332,733	$1M	—	—
85	Qube Research & Technologies Ltd	32,59932,599	$1M	—	NEW
86	NerdWallet Wealth Partners, LLC	31,80631,806	$1M	—	ADD 5%
87	Advisory Services Network, LLC	31,03231,032	$1M	—	ADD 14%
88	EverSource Wealth Advisors, LLC	31,03031,030	$1M	—	ADD 380%
89	SCHMIDT P J INVESTMENT MANAGEMENT INC	30,66930,669	$1M	—	ADD 6%
90	BlueChip Wealth Advisors LLC	29,61429,614	$980,520	—	NEW
91	CERTIOR FINANCIAL GROUP, LLC	29,24929,249	$968,427	—	ADD 118%
92	Moors & Cabot, Inc.	26,04526,045	$862,350	—	NEW
93	Sowell Financial Services LLC	25,18825,188	$833,975	—	ADD 16%
94	TCFG WEALTH MANAGEMENT, LLC	24,94124,941	$825,797	—	ADD 13%
95	TCFG Investment Advisors, LLC	24,94124,941	$825,797	—	NEW
96	Meridian Wealth Management, LLC	23,85523,855	$789,839	—	—
97	LANDAAS & CO /WI /ADV	23,73623,736	$785,899	—	—
98	Arkadios Wealth Advisors	23,12123,121	$765,520	—	—
99	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	22,82822,828	$760,633	—	ADD 108%
100	Junk Investment Group, LLC	22,56222,562	$747,028	—	NEW

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

—

240K

879K

1.4M

2.8M

5.0M

$165M

RAYMOND JAMES FINANCIAL INC

—

454K

616K

1.3M

2.3M

3.3M

$108M

OSAIC HOLDINGS, INC.

202K

33K

711K

2.1M

2.4M

2.7M

$88M

Capital Group Private Client Services, Inc.

66K

85K

660K

1.1M

1.6M

2.2M

$73M

ROYAL BANK OF CANADA

38K

329K

469K

819K

1.7M

$57M

COMMONWEALTH EQUITY SERVICES, LLC

37K

115K

335K

466K

781K

1.3M

$43M

ENVESTNET ASSET MANAGEMENT INC

—

203K

385K

439K

1.2M

$39M

Merit Financial Group, LLC

—

1.1M

$37M

WELLS FARGO & COMPANY/MN

—

47K

399K

998K

$33M

Amplius Wealth Advisors, LLC

—

1.0M

992K

$33M

Cetera Investment Advisers

—

14K

77K

161K

572K

827K

$27M

Johnson Bixby & Associates, LLC

—

826K

$27M

JONES FINANCIAL COMPANIES LLLP

—

52K

257K

731K

$24M

Cambridge Investment Research Advisors, Inc.

319K

332K

365K

445K

512K

605K

$20M

MML INVESTORS SERVICES, LLC

—

191K

396K

449K

517K

566K

$19M

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	186	35,189,638	—	$1.2B
2025-Q4	143	24,243,287	—	$789M
2025-Q3	100	16,190,400	—	$498M
2025-Q2	75	7,854,221	—	$229M
2025-Q1	48	3,885,547	—	$101M
2024-Q4	29	1,855,292	—	$45M
2024-Q3	14	1,538,706	—	$40M
2024-Q2	2	404,000	—	$10M

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 CGIC · 2026-Q1 methodology → sources →

186 holders

% of shares outstanding held

—

Shares held (13F)

35,189,638

Reporting holders

186

Top holders

largest 100 of 186 · Δ vs 2025-Q4

#	Holder	Shares	Value	% of shares out	Δ QoQ
1	LPL Financial LLC	4,993,0505.0M	$165M	—	ADD 80%
2	RAYMOND JAMES FINANCIAL INC	3,271,2063.3M	$108M	—	ADD 42%
3	OSAIC HOLDINGS, INC.	2,663,2982.7M	$88M	—	ADD 12%
4	Capital Group Private Client Services, Inc.	2,197,2412.2M	$73M	—	ADD 34%
5	ROYAL BANK OF CANADA	1,733,5731.7M	$57M	—	ADD 112%
6	COMMONWEALTH EQUITY SERVICES, LLC	1,307,1161.3M	$43M	—	ADD 67%
7	ENVESTNET ASSET MANAGEMENT INC	1,192,4661.2M	$39M	—	—
8	Merit Financial Group, LLC	1,131,5391.1M	$37M	—	—
9	WELLS FARGO & COMPANY/MN	997,667997,667	$33M	—	ADD 150%
10	Amplius Wealth Advisors, LLC	992,381992,381	$33M	—	TRIM -4%
11	Cetera Investment Advisers	827,453827,453	$27M	—	ADD 45%
12	Johnson Bixby & Associates, LLC	825,821825,821	$27M	—	NEW
13	JONES FINANCIAL COMPANIES LLLP	730,725730,725	$24M	—	ADD 184%
14	Cambridge Investment Research Advisors, Inc.	605,396605,396	$20M	—	ADD 18%
15	MML INVESTORS SERVICES, LLC	565,565565,565	$19M	—	ADD 9%
16	D.A. DAVIDSON & CO.	555,174555,174	$18M	—	ADD 62%
17	SK Wealth Management, LLC	520,740520,740	$17M	—	ADD 25%
18	STIFEL FINANCIAL CORP	496,769496,769	$16M	—	ADD 7%
19	Private Advisor Group, LLC	490,501490,501	$16M	—	ADD 145%
20	Gerber Kawasaki Wealth & Investment Management	471,124471,124	$16M	—	ADD 870%
21	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	403,474403,474	$13M	—	ADD 22%
22	First Heartland Consultants, Inc.	400,919400,919	$13M	—	ADD 25%
23	Souders Financial Advisors	360,747360,747	$12M	—	TRIM -4%
24	Sound View Wealth Advisors Group, LLC	330,562330,562	$11M	—	ADD 64%
25	BIP Wealth, LLC	297,561297,561	$10M	—	—
26	Steward Partners Investment Advisory, LLC	245,979245,979	$8M	—	—
27	Farther Finance Advisors, LLC	234,621234,621	$8M	—	ADD 5%
28	INDEPENDENT FINANCIAL GROUP, LLC	209,118209,118	$7M	—	ADD 60%
29	Confluence Wealth Services, Inc.	199,731199,731	$7M	—	ADD 29%
30	Equitable Holdings, Inc.	195,999195,999	$6M	—	ADD 278%
31	Mutual Advisors, LLC	169,581169,581	$6M	—	ADD 176%
32	VICUS CAPITAL	166,236166,236	$6M	—	ADD 103%
33	&PARTNERS	163,588163,588	$5M	—	ADD 47%
34	Royal Harbor Partners, LLC	161,174161,174	$5M	—	NEW
35	DAVENPORT & Co LLC	160,942160,942	$5M	—	ADD 524%
36	SARD WEALTH MANAGEMENT GROUP, LLC	159,140159,140	$5M	—	ADD 5%
37	Acorn Wealth Advisors, LLC	156,207156,207	$5M	—	ADD 20%
38	J. Derek Lewis & Associates Inc.	142,056142,056	$5M	—	ADD 21%
39	BNB Wealth Management, LLC	141,769141,769	$5M	—	ADD 28%
40	SUSQUEHANNA INTERNATIONAL GROUP, LLP	137,683137,683	$5M	—	TRIM -12%
41	Swisher Financial Concepts, Inc.	135,598135,598	$4M	—	ADD 321%
42	Summit Financial, LLC	133,997133,997	$4M	—	ADD 17%
43	Baird Financial Group, Inc.	130,657130,657	$4M	—	—
44	GREAT VALLEY ADVISOR GROUP, INC.	123,631123,631	$4M	—	ADD 180%
45	KPP Advisory Services LLC	116,755116,755	$4M	—	NEW
46	Orion Porfolio Solutions, LLC	116,430116,430	$4M	—	ADD 26%
47	Lineweaver Wealth Advisors, LLC	105,872105,872	$4M	—	NEW
48	ASSETMARK, INC	92,16592,165	$3M	—	ADD 57%
49	JANE STREET GROUP, LLC	90,33790,337	$3M	—	TRIM -50%
50	Prosperity Financial Group, Inc.	88,80088,800	$3M	—	ADD 73%
51	FLOW TRADERS U.S. LLC	87,60687,606	$3M	—	NEW
52	Kestra Advisory Services, LLC	83,00783,007	$3M	—	ADD 42%
53	Capital Investment Advisors, LLC	80,36380,363	$3M	—	ADD 21%
54	NATIXIS ADVISORS, LLC	76,01076,010	$3M	—	ADD 259%
55	CITADEL ADVISORS LLC	75,56375,563	$3M	—	ADD 60%
56	UBS Group AG	74,14174,141	$2M	—	NEW
57	Rothschild Wealth LLC	73,41073,410	$2M	—	—
58	HARBOUR INVESTMENTS, INC.	71,24671,246	$2M	—	ADD 244%
59	Aprio Wealth Management, LLC	70,11670,116	$2M	—	ADD 9%
60	Strategic Blueprint, LLC	69,00769,007	$2M	—	—
61	BENJAMIN EDWARDS INC	59,82459,824	$2M	—	ADD 57%
62	CAPTRUST FINANCIAL ADVISORS	58,28158,281	$2M	—	ADD 13%
63	TritonPoint Partners, LLC	53,88553,885	$2M	—	NEW
64	PCG Wealth Advisors, LLC	53,51753,517	$2M	—	ADD 236%
65	FOUNDERS FINANCIAL SECURITIES LLC	50,60950,609	$2M	—	ADD 241%
66	CMC Financial Group	52,83052,830	$2M	—	TRIM -53%
67	Concurrent Investment Advisors, LLC	50,26050,260	$2M	—	NEW
68	Betterment LLC	49,75749,757	$2M	—	NEW
69	Geneos Wealth Management Inc.	48,35148,351	$2M	—	ADD 100%
70	NWF Advisory Services Inc.	47,71947,719	$2M	—	ADD 6%
71	U.S. Capital Wealth Advisors, LLC	47,23847,238	$2M	—	ADD 68%
72	KINTRA WEALTH, LLC	47,19047,190	$2M	—	NEW
73	Main Line Retirement Advisors, LLC	45,58845,588	$2M	—	ADD 23%
74	Keystone Wealth Services, LLC	45,15545,155	$1M	—	NEW
75	Envestnet Portfolio Solutions, Inc.	44,01944,019	$1M	—	ADD 14%
76	SITTNER & NELSON, LLC	41,86941,869	$1M	—	ADD 18%
77	World Investment Advisors	40,99240,992	$1M	—	ADD 19%
78	Capital International Investors	40,12840,128	$1M	—	ADD 99%
79	Kingsview Wealth Management, LLC	39,70639,706	$1M	—	ADD 16%
80	Sigma Planning Corp	39,28839,288	$1M	—	ADD 430%
81	HRT FINANCIAL LP	37,97237,972	$1M	—	ADD 130%
82	BARNES PETTEY FINANCIAL ADVISORS, LLC	34,40534,405	$1M	—	ADD 122%
83	GTS SECURITIES LLC	34,28834,288	$1M	—	ADD 10%
84	Cercano Management LLC	32,73332,733	$1M	—	—
85	Qube Research & Technologies Ltd	32,59932,599	$1M	—	NEW
86	NerdWallet Wealth Partners, LLC	31,80631,806	$1M	—	ADD 5%
87	Advisory Services Network, LLC	31,03231,032	$1M	—	ADD 14%
88	EverSource Wealth Advisors, LLC	31,03031,030	$1M	—	ADD 380%
89	SCHMIDT P J INVESTMENT MANAGEMENT INC	30,66930,669	$1M	—	ADD 6%
90	BlueChip Wealth Advisors LLC	29,61429,614	$980,520	—	NEW
91	CERTIOR FINANCIAL GROUP, LLC	29,24929,249	$968,427	—	ADD 118%
92	Moors & Cabot, Inc.	26,04526,045	$862,350	—	NEW
93	Sowell Financial Services LLC	25,18825,188	$833,975	—	ADD 16%
94	TCFG WEALTH MANAGEMENT, LLC	24,94124,941	$825,797	—	ADD 13%
95	TCFG Investment Advisors, LLC	24,94124,941	$825,797	—	NEW
96	Meridian Wealth Management, LLC	23,85523,855	$789,839	—	—
97	LANDAAS & CO /WI /ADV	23,73623,736	$785,899	—	—
98	Arkadios Wealth Advisors	23,12123,121	$765,520	—	—
99	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	22,82822,828	$760,633	—	ADD 108%
100	Junk Investment Group, LLC	22,56222,562	$747,028	—	NEW

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

—

240K

879K

1.4M

2.8M

5.0M

$165M

RAYMOND JAMES FINANCIAL INC

—

454K

616K

1.3M

2.3M

3.3M

$108M

OSAIC HOLDINGS, INC.

202K

33K

711K

2.1M

2.4M

2.7M

$88M

Capital Group Private Client Services, Inc.

66K

85K

660K

1.1M

1.6M

2.2M

$73M

ROYAL BANK OF CANADA

38K

329K

469K

819K

1.7M

$57M

COMMONWEALTH EQUITY SERVICES, LLC

37K

115K

335K

466K

781K

1.3M

$43M

ENVESTNET ASSET MANAGEMENT INC

—

203K

385K

439K

1.2M

$39M

Merit Financial Group, LLC

—

1.1M

$37M

WELLS FARGO & COMPANY/MN

—

47K

399K

998K

$33M

Amplius Wealth Advisors, LLC

—

1.0M

992K

$33M

Cetera Investment Advisers

—

14K

77K

161K

572K

827K

$27M

Johnson Bixby & Associates, LLC

—

826K

$27M

JONES FINANCIAL COMPANIES LLLP

—

52K

257K

731K

$24M

Cambridge Investment Research Advisors, Inc.

319K

332K

365K

445K

512K

605K

$20M

MML INVESTORS SERVICES, LLC

—

191K

396K

449K

517K

566K

$19M

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	186	35,189,638	—	$1.2B
2025-Q4	143	24,243,287	—	$789M
2025-Q3	100	16,190,400	—	$498M
2025-Q2	75	7,854,221	—	$229M
2025-Q1	48	3,885,547	—	$101M
2024-Q4	29	1,855,292	—	$45M
2024-Q3	14	1,538,706	—	$40M
2024-Q2	2	404,000	—	$10M

Short interest has its own tab now — open SI →

CGIC☆

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

Top holders

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

Institutional footprint by quarter

CGIC