CGMU

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$27.15

+0.01 (+0.04%)

USD · as of 2026-07-29 · marketstack

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

328 holders

% of shares outstanding held

—

Shares held (13F)

173,156,187

Reporting holders

328

Top holders

largest 100 of 328 · Δ vs 2025-Q4

#	Holder	Shares	Value	% of shares out	Δ QoQ
1	Capital International Investors	46,714,70546.7M	$1.3B	—	—
2	ENVESTNET ASSET MANAGEMENT INC	12,842,02912.8M	$349M	—	ADD 16%
3	MORGAN STANLEY	10,320,79710.3M	$280M	—	ADD 15%
4	LPL Financial LLC	10,156,84110.2M	$276M	—	ADD 50%
5	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	8,763,5078.8M	$238M	—	ADD 15%
6	WELLS FARGO & COMPANY/MN	7,517,3897.5M	$204M	—	ADD 59%
7	Cetera Investment Advisers	4,877,6934.9M	$132M	—	ADD 17%
8	UBS Group AG	4,376,8734.4M	$119M	—	ADD 9%
9	JONES FINANCIAL COMPANIES LLLP	3,950,7784.0M	$107M	—	ADD 76%
10	COMMONWEALTH EQUITY SERVICES, LLC	2,948,5022.9M	$80M	—	ADD 13%
11	RAYMOND JAMES FINANCIAL INC	2,826,0312.8M	$77M	—	ADD 46%
12	OSAIC HOLDINGS, INC.	2,319,5752.3M	$63M	—	ADD 5%
13	Cambridge Investment Research Advisors, Inc.	2,096,2082.1M	$57M	—	ADD 10%
14	STIFEL FINANCIAL CORP	2,092,3762.1M	$57M	—	ADD 3%
15	MML INVESTORS SERVICES, LLC	2,060,9142.1M	$56M	—	TRIM -13%
16	BANK OF AMERICA CORP /DE/	1,696,2011.7M	$46M	—	ADD 120%
17	Blue Chip Partners, LLC	1,653,0011.7M	$45M	—	—
18	Capital Group Private Client Services, Inc.	1,591,1591.6M	$43M	—	ADD 2%
19	GREAT VALLEY ADVISOR GROUP, INC.	1,484,0201.5M	$40M	—	ADD 19%
20	ROYAL BANK OF CANADA	1,352,5291.4M	$37M	—	ADD 17%
21	Vestmark Advisory Solutions, Inc.	1,308,4271.3M	$36M	—	ADD 14%
22	Venturi Wealth Management, LLC	1,267,4441.3M	$34M	—	ADD 24%
23	ASSETMARK, INC	1,254,0711.3M	$34M	—	ADD 4%
24	Confluence Wealth Services, Inc.	1,118,2561.1M	$30M	—	—
25	Beacon Pointe Advisors, LLC	1,011,0741.0M	$27M	—	ADD 36%
26	JPMORGAN CHASE & CO	973,990973,990	$26M	—	ADD 68%
27	SEI INVESTMENTS CO	965,276965,276	$26M	—	ADD 25%
28	Capital Analysts, LLC	958,464958,464	$26M	—	ADD 121%
29	Private Advisor Group, LLC	908,634908,634	$25M	—	ADD 8%
30	Aprio Wealth Management, LLC	906,147906,147	$25M	—	ADD 12%
31	NATIXIS ADVISORS, LLC	823,537823,537	$22M	—	ADD 126%
32	J. Derek Lewis & Associates Inc.	820,211820,211	$22M	—	ADD 10%
33	Janney Montgomery Scott LLC	799,082799,082	$22M	—	ADD 16%
34	TRUIST FINANCIAL CORP	765,238765,238	$21M	—	ADD 57%
35	Larson Financial Group LLC	760,381760,381	$21M	—	ADD 17%
36	Orion Porfolio Solutions, LLC	687,105687,105	$19M	—	ADD 5%
37	JANE STREET GROUP, LLC	647,849647,849	$18M	—	ADD 4%
38	Kestra Advisory Services, LLC	608,109608,109	$17M	—	ADD 254%
39	HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC	559,824559,824	$15M	—	ADD 12%
40	Clear Trail Advisors, LLC	512,183512,183	$14M	—	NEW
41	PRINCIPAL SECURITIES, INC.	498,585498,585	$14M	—	ADD 14%
42	EP Wealth Advisors, LLC	494,950494,950	$13M	—	NEW
43	Royal Harbor Partners, LLC	453,277453,277	$12M	—	ADD 2%
44	KESTRA PRIVATE WEALTH SERVICES, LLC	450,132450,132	$12M	—	ADD 5%
45	EnRich Financial Partners LLC	405,604405,604	$11M	—	ADD 3%
46	MB, LEVIS & ASSOCIATES, LLC	396,290396,290	$11M	—	ADD 10%
47	RMR Wealth Builders	385,597385,597	$10M	—	ADD 14%
48	Alliance Private Wealth, LLC	355,990355,990	$10M	—	—
49	&PARTNERS	354,536354,536	$10M	—	ADD 2%
50	ROBINSON SMITH WEALTH ADVISORS LLC	349,684349,684	$9M	—	ADD 5%
51	Boulder Wealth Advisors, LLC	340,188340,188	$9M	—	—
52	Baird Financial Group, Inc.	338,896338,896	$9M	—	ADD 5%
53	BENJAMIN EDWARDS INC	334,759334,759	$9M	—	ADD 14%
54	Stonebridge Financial Group, LLC	327,750327,750	$9M	—	ADD 3%
55	Hartmann Taylor Wealth Management, LLC	326,554326,554	$9M	—	ADD 41%
56	Jacobi Capital Management LLC	321,164321,164	$9M	—	—
57	Gutierrez Wealth Advisory, LLC	313,043313,043	$8M	—	ADD 11%
58	Koshinski Asset Management, Inc.	309,986309,986	$8M	—	—
59	BETO FINANCIAL GROUP, LLC	303,914303,914	$8M	—	ADD 12%
60	Michael Brady & Co., LLC	295,546295,546	$8M	—	ADD 8%
61	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	285,973285,973	$8M	—	NEW
62	New England Capital Financial Advisors LLC	282,765282,765	$8M	—	ADD 82%
63	Envestnet Portfolio Solutions, Inc.	279,584279,584	$8M	—	TRIM -7%
64	Summit Financial, LLC	275,776275,776	$7M	—	ADD 154%
65	Elequin Capital, LP	274,283274,283	$7M	—	ADD 1609%
66	McNamara Financial Services, Inc.	259,511259,511	$7M	—	—
67	Visionary Wealth Advisors	254,209254,209	$7M	—	ADD 21%
68	Wealthcare Advisory Partners LLC	253,201253,201	$7M	—	ADD 18%
69	Rockefeller Capital Management L.P.	247,569247,569	$7M	—	TRIM -6%
70	Envision Financial Planning, LLC	242,502242,502	$7M	—	ADD 6%
71	Ashton Thomas Private Wealth, LLC	231,583231,583	$6M	—	ADD 8%
72	U.S. Capital Wealth Advisors, LLC	230,602230,602	$6M	—	ADD 5%
73	Cauble & Harre Wealth Management, Inc.	224,736224,736	$6M	—	ADD 5%
74	IMPACTfolio, LLC	211,614211,614	$6M	—	NEW
75	World Investment Advisors	205,396205,396	$6M	—	ADD 5%
76	MOSAIC FAMILY WEALTH PARTNERS, LLC	202,761202,761	$6M	—	ADD 31%
77	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	196,030196,030	$5M	—	TRIM -3%
78	Mutual Advisors, LLC	188,062188,062	$5M	—	ADD 8%
79	EQ WEALTH ADVISORS, LLC	187,936187,936	$5M	—	ADD 3%
80	Penney Financial, LLC	185,115185,115	$5M	—	ADD 13%
81	CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC	180,439180,439	$5M	—	ADD 15%
82	Sanctuary Advisors, LLC	179,894179,894	$5M	—	ADD 109%
83	Total Clarity Wealth Management, Inc.	179,646179,646	$5M	—	ADD 13%
84	PARK AVENUE SECURITIES LLC	170,761170,761	$5M	—	ADD 11%
85	Capital Planning LLC	169,086169,086	$5M	—	TRIM -6%
86	Cerity Partners LLC	166,632166,632	$5M	—	—
87	Cullen/Frost Bankers, Inc.	164,456164,456	$4M	—	ADD 51%
88	Skyline Advisors, Inc.	164,347164,347	$4M	—	TRIM -4%
89	Steward Partners Investment Advisory, LLC	158,272158,272	$4M	—	ADD 37%
90	Equitable Holdings, Inc.	155,967155,967	$4M	—	ADD 39%
91	FIFTH THIRD BANCORP	157,131157,131	$4M	—	NEW
92	PETREDIS INVESTMENT ADVISORS LLC	153,959153,959	$4M	—	—
93	Advyzon Investment Management, LLC	152,954152,954	$4M	—	ADD 2%
94	Tower Research Capital LLC (TRC)	151,580151,580	$4M	—	ADD 129%
95	Gateway Wealth Partners, LLC	150,736150,736	$4M	—	ADD 286%
96	Legacy Private Trust Co.	149,213149,213	$4M	—	ADD 64%
97	Cannon Financial Strategists, Inc.	148,974148,974	$4M	—	NEW
98	Landmark Wealth Management, LLC	148,327148,327	$4M	—	ADD 29%
99	Prospera Financial Services Inc	146,616146,616	$4M	—	—
100	Leverty Financial Group, LLC	144,166144,166	$4M	—	ADD 100%

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

Capital International Investors

39.1M

39.9M

39.7M

45.6M

46.3M

46.7M

$1.3B

ENVESTNET ASSET MANAGEMENT INC

6.8M

7.4M

8.4M

10.0M

11.1M

12.8M

$349M

MORGAN STANLEY

1.8M

3.9M

4.7M

6.5M

9.0M

10.3M

$280M

LPL Financial LLC

2.5M

3.0M

3.7M

5.3M

6.8M

10.2M

$276M

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

2.6M

3.7M

5.0M

6.6M

7.6M

8.8M

$238M

WELLS FARGO & COMPANY/MN

2.0M

2.4M

2.9M

4.1M

4.7M

7.5M

$204M

Cetera Investment Advisers

2.3M

2.6M

3.0M

3.6M

4.2M

4.9M

$132M

UBS Group AG

2.3M

3.1M

3.2M

3.6M

4.0M

4.4M

$119M

JONES FINANCIAL COMPANIES LLLP

456K

654K

990K

1.5M

2.2M

4.0M

$107M

COMMONWEALTH EQUITY SERVICES, LLC

2.0M

2.1M

2.3M

2.4M

2.6M

2.9M

$80M

RAYMOND JAMES FINANCIAL INC

417K

792K

1.2M

1.5M

1.9M

2.8M

$77M

OSAIC HOLDINGS, INC.

1.1M

1.5M

2.0M

2.2M

2.3M

$63M

Cambridge Investment Research Advisors, Inc.

1.3M

1.4M

1.5M

1.6M

1.9M

2.1M

$57M

STIFEL FINANCIAL CORP

963K

953K

1.0M

1.8M

2.0M

2.1M

$57M

MML INVESTORS SERVICES, LLC

1.4M

1.5M

1.8M

2.1M

2.4M

2.1M

$56M

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	328	173,156,187	—	$4.7B
2025-Q4	298	148,826,533	—	$4.1B
2025-Q3	246	128,126,841	—	$3.5B
2025-Q2	225	107,590,546	—	$2.9B
2025-Q1	202	93,793,415	—	$2.5B
2024-Q4	188	82,996,501	—	$2.2B
2024-Q3	153	75,724,885	—	$2.1B
2024-Q2	121	17,969,315	—	$483M
2024-Q1	105	14,779,636	—	$399M
2023-Q4	82	12,288,470	—	$333M
2023-Q3	52	5,653,223	—	$145M
2023-Q2	37	3,784,407	—	$100M
2023-Q1	28	2,570,140	—	$69M
2022-Q4	21	2,018,897

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 CGMU · 2026-Q1 methodology → sources →

328 holders

% of shares outstanding held

—

Shares held (13F)

173,156,187

Reporting holders

328

Top holders

largest 100 of 328 · Δ vs 2025-Q4

#	Holder	Shares	Value	% of shares out	Δ QoQ
1	Capital International Investors	46,714,70546.7M	$1.3B	—	—
2	ENVESTNET ASSET MANAGEMENT INC	12,842,02912.8M	$349M	—	ADD 16%
3	MORGAN STANLEY	10,320,79710.3M	$280M	—	ADD 15%
4	LPL Financial LLC	10,156,84110.2M	$276M	—	ADD 50%
5	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	8,763,5078.8M	$238M	—	ADD 15%
6	WELLS FARGO & COMPANY/MN	7,517,3897.5M	$204M	—	ADD 59%
7	Cetera Investment Advisers	4,877,6934.9M	$132M	—	ADD 17%
8	UBS Group AG	4,376,8734.4M	$119M	—	ADD 9%
9	JONES FINANCIAL COMPANIES LLLP	3,950,7784.0M	$107M	—	ADD 76%
10	COMMONWEALTH EQUITY SERVICES, LLC	2,948,5022.9M	$80M	—	ADD 13%
11	RAYMOND JAMES FINANCIAL INC	2,826,0312.8M	$77M	—	ADD 46%
12	OSAIC HOLDINGS, INC.	2,319,5752.3M	$63M	—	ADD 5%
13	Cambridge Investment Research Advisors, Inc.	2,096,2082.1M	$57M	—	ADD 10%
14	STIFEL FINANCIAL CORP	2,092,3762.1M	$57M	—	ADD 3%
15	MML INVESTORS SERVICES, LLC	2,060,9142.1M	$56M	—	TRIM -13%
16	BANK OF AMERICA CORP /DE/	1,696,2011.7M	$46M	—	ADD 120%
17	Blue Chip Partners, LLC	1,653,0011.7M	$45M	—	—
18	Capital Group Private Client Services, Inc.	1,591,1591.6M	$43M	—	ADD 2%
19	GREAT VALLEY ADVISOR GROUP, INC.	1,484,0201.5M	$40M	—	ADD 19%
20	ROYAL BANK OF CANADA	1,352,5291.4M	$37M	—	ADD 17%
21	Vestmark Advisory Solutions, Inc.	1,308,4271.3M	$36M	—	ADD 14%
22	Venturi Wealth Management, LLC	1,267,4441.3M	$34M	—	ADD 24%
23	ASSETMARK, INC	1,254,0711.3M	$34M	—	ADD 4%
24	Confluence Wealth Services, Inc.	1,118,2561.1M	$30M	—	—
25	Beacon Pointe Advisors, LLC	1,011,0741.0M	$27M	—	ADD 36%
26	JPMORGAN CHASE & CO	973,990973,990	$26M	—	ADD 68%
27	SEI INVESTMENTS CO	965,276965,276	$26M	—	ADD 25%
28	Capital Analysts, LLC	958,464958,464	$26M	—	ADD 121%
29	Private Advisor Group, LLC	908,634908,634	$25M	—	ADD 8%
30	Aprio Wealth Management, LLC	906,147906,147	$25M	—	ADD 12%
31	NATIXIS ADVISORS, LLC	823,537823,537	$22M	—	ADD 126%
32	J. Derek Lewis & Associates Inc.	820,211820,211	$22M	—	ADD 10%
33	Janney Montgomery Scott LLC	799,082799,082	$22M	—	ADD 16%
34	TRUIST FINANCIAL CORP	765,238765,238	$21M	—	ADD 57%
35	Larson Financial Group LLC	760,381760,381	$21M	—	ADD 17%
36	Orion Porfolio Solutions, LLC	687,105687,105	$19M	—	ADD 5%
37	JANE STREET GROUP, LLC	647,849647,849	$18M	—	ADD 4%
38	Kestra Advisory Services, LLC	608,109608,109	$17M	—	ADD 254%
39	HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC	559,824559,824	$15M	—	ADD 12%
40	Clear Trail Advisors, LLC	512,183512,183	$14M	—	NEW
41	PRINCIPAL SECURITIES, INC.	498,585498,585	$14M	—	ADD 14%
42	EP Wealth Advisors, LLC	494,950494,950	$13M	—	NEW
43	Royal Harbor Partners, LLC	453,277453,277	$12M	—	ADD 2%
44	KESTRA PRIVATE WEALTH SERVICES, LLC	450,132450,132	$12M	—	ADD 5%
45	EnRich Financial Partners LLC	405,604405,604	$11M	—	ADD 3%
46	MB, LEVIS & ASSOCIATES, LLC	396,290396,290	$11M	—	ADD 10%
47	RMR Wealth Builders	385,597385,597	$10M	—	ADD 14%
48	Alliance Private Wealth, LLC	355,990355,990	$10M	—	—
49	&PARTNERS	354,536354,536	$10M	—	ADD 2%
50	ROBINSON SMITH WEALTH ADVISORS LLC	349,684349,684	$9M	—	ADD 5%
51	Boulder Wealth Advisors, LLC	340,188340,188	$9M	—	—
52	Baird Financial Group, Inc.	338,896338,896	$9M	—	ADD 5%
53	BENJAMIN EDWARDS INC	334,759334,759	$9M	—	ADD 14%
54	Stonebridge Financial Group, LLC	327,750327,750	$9M	—	ADD 3%
55	Hartmann Taylor Wealth Management, LLC	326,554326,554	$9M	—	ADD 41%
56	Jacobi Capital Management LLC	321,164321,164	$9M	—	—
57	Gutierrez Wealth Advisory, LLC	313,043313,043	$8M	—	ADD 11%
58	Koshinski Asset Management, Inc.	309,986309,986	$8M	—	—
59	BETO FINANCIAL GROUP, LLC	303,914303,914	$8M	—	ADD 12%
60	Michael Brady & Co., LLC	295,546295,546	$8M	—	ADD 8%
61	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	285,973285,973	$8M	—	NEW
62	New England Capital Financial Advisors LLC	282,765282,765	$8M	—	ADD 82%
63	Envestnet Portfolio Solutions, Inc.	279,584279,584	$8M	—	TRIM -7%
64	Summit Financial, LLC	275,776275,776	$7M	—	ADD 154%
65	Elequin Capital, LP	274,283274,283	$7M	—	ADD 1609%
66	McNamara Financial Services, Inc.	259,511259,511	$7M	—	—
67	Visionary Wealth Advisors	254,209254,209	$7M	—	ADD 21%
68	Wealthcare Advisory Partners LLC	253,201253,201	$7M	—	ADD 18%
69	Rockefeller Capital Management L.P.	247,569247,569	$7M	—	TRIM -6%
70	Envision Financial Planning, LLC	242,502242,502	$7M	—	ADD 6%
71	Ashton Thomas Private Wealth, LLC	231,583231,583	$6M	—	ADD 8%
72	U.S. Capital Wealth Advisors, LLC	230,602230,602	$6M	—	ADD 5%
73	Cauble & Harre Wealth Management, Inc.	224,736224,736	$6M	—	ADD 5%
74	IMPACTfolio, LLC	211,614211,614	$6M	—	NEW
75	World Investment Advisors	205,396205,396	$6M	—	ADD 5%
76	MOSAIC FAMILY WEALTH PARTNERS, LLC	202,761202,761	$6M	—	ADD 31%
77	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	196,030196,030	$5M	—	TRIM -3%
78	Mutual Advisors, LLC	188,062188,062	$5M	—	ADD 8%
79	EQ WEALTH ADVISORS, LLC	187,936187,936	$5M	—	ADD 3%
80	Penney Financial, LLC	185,115185,115	$5M	—	ADD 13%
81	CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC	180,439180,439	$5M	—	ADD 15%
82	Sanctuary Advisors, LLC	179,894179,894	$5M	—	ADD 109%
83	Total Clarity Wealth Management, Inc.	179,646179,646	$5M	—	ADD 13%
84	PARK AVENUE SECURITIES LLC	170,761170,761	$5M	—	ADD 11%
85	Capital Planning LLC	169,086169,086	$5M	—	TRIM -6%
86	Cerity Partners LLC	166,632166,632	$5M	—	—
87	Cullen/Frost Bankers, Inc.	164,456164,456	$4M	—	ADD 51%
88	Skyline Advisors, Inc.	164,347164,347	$4M	—	TRIM -4%
89	Steward Partners Investment Advisory, LLC	158,272158,272	$4M	—	ADD 37%
90	Equitable Holdings, Inc.	155,967155,967	$4M	—	ADD 39%
91	FIFTH THIRD BANCORP	157,131157,131	$4M	—	NEW
92	PETREDIS INVESTMENT ADVISORS LLC	153,959153,959	$4M	—	—
93	Advyzon Investment Management, LLC	152,954152,954	$4M	—	ADD 2%
94	Tower Research Capital LLC (TRC)	151,580151,580	$4M	—	ADD 129%
95	Gateway Wealth Partners, LLC	150,736150,736	$4M	—	ADD 286%
96	Legacy Private Trust Co.	149,213149,213	$4M	—	ADD 64%
97	Cannon Financial Strategists, Inc.	148,974148,974	$4M	—	NEW
98	Landmark Wealth Management, LLC	148,327148,327	$4M	—	ADD 29%
99	Prospera Financial Services Inc	146,616146,616	$4M	—	—
100	Leverty Financial Group, LLC	144,166144,166	$4M	—	ADD 100%

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

Capital International Investors

39.1M

39.9M

39.7M

45.6M

46.3M

46.7M

$1.3B

ENVESTNET ASSET MANAGEMENT INC

6.8M

7.4M

8.4M

10.0M

11.1M

12.8M

$349M

MORGAN STANLEY

1.8M

3.9M

4.7M

6.5M

9.0M

10.3M

$280M

LPL Financial LLC

2.5M

3.0M

3.7M

5.3M

6.8M

10.2M

$276M

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

2.6M

3.7M

5.0M

6.6M

7.6M

8.8M

$238M

WELLS FARGO & COMPANY/MN

2.0M

2.4M

2.9M

4.1M

4.7M

7.5M

$204M

Cetera Investment Advisers

2.3M

2.6M

3.0M

3.6M

4.2M

4.9M

$132M

UBS Group AG

2.3M

3.1M

3.2M

3.6M

4.0M

4.4M

$119M

JONES FINANCIAL COMPANIES LLLP

456K

654K

990K

1.5M

2.2M

4.0M

$107M

COMMONWEALTH EQUITY SERVICES, LLC

2.0M

2.1M

2.3M

2.4M

2.6M

2.9M

$80M

RAYMOND JAMES FINANCIAL INC

417K

792K

1.2M

1.5M

1.9M

2.8M

$77M

OSAIC HOLDINGS, INC.

1.1M

1.5M

2.0M

2.2M

2.3M

$63M

Cambridge Investment Research Advisors, Inc.

1.3M

1.4M

1.5M

1.6M

1.9M

2.1M

$57M

STIFEL FINANCIAL CORP

963K

953K

1.0M

1.8M

2.0M

2.1M

$57M

MML INVESTORS SERVICES, LLC

1.4M

1.5M

1.8M

2.1M

2.4M

2.1M

$56M

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	328	173,156,187	—	$4.7B
2025-Q4	298	148,826,533	—	$4.1B
2025-Q3	246	128,126,841	—	$3.5B
2025-Q2	225	107,590,546	—	$2.9B
2025-Q1	202	93,793,415	—	$2.5B
2024-Q4	188	82,996,501	—	$2.2B
2024-Q3	153	75,724,885	—	$2.1B
2024-Q2	121	17,969,315	—	$483M
2024-Q1	105	14,779,636	—	$399M
2023-Q4	82	12,288,470	—	$333M
2023-Q3	52	5,653,223	—	$145M
2023-Q2	37	3,784,407	—	$100M
2023-Q1	28	2,570,140	—	$69M
2022-Q4	21	2,018,897

Short interest has its own tab now — open SI →

CGMU☆

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

Top holders

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

Institutional footprint by quarter

CGMU