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Who owns CGMUWhat CGMU owns — n/a

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Institutional ownership of CGMU from SEC Form 13F filings across 202 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.

202

13F holders

$4.53B

value, 2026 filers

73.9%

of shares outstanding (173.1M sh)

24

new positions (2026 filers)

Top institutional holders

ordered by shares owned · positions as of 2026-06-30· % of fund = share of the manager's own book · % of co. = share of CGMU's shares outstanding

#ManagerSharesValue% of fund% of co.Δ shares QoQ
1Capital International Investors50.1M$1.38B0.3%21.4%+7.3%
2ENVESTNET ASSET MANAGEMENT INC13.7M$376.4M0.1%5.9%+6.7%
3LPL Financial LLC11.6M$318.4M0.1%5%+14.1%
4MORGAN STANLEY10.9M$298.4M0.0%4.6%+5.3%
5NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO9.9M$271.8M0.1%4.2%+12.9%
6WELLS FARGO & COMPANY/MN8.7M$238.1M0.0%3.7%+15.3%
7JONES FINANCIAL COMPANIES LLLP5.5M$151.1M0.1%2.3%+39.1%
8Cetera Investment Advisers5.2M$142.1M0.1%2.2%+6.1%
9UBS Group AG4.6M$126.6M0.0%2%+5.3%
10Cambridge Investment Research Advisors, Inc.4.3M$118,7140.3%1.8%+106.2%
11RAYMOND JAMES FINANCIAL INC3.9M$106.1M0.0%1.6%+36.7%
12COMMONWEALTH EQUITY SERVICES, LLC2.9M$80.5M0.1%1.3%-0.6%
13OSAIC HOLDINGS, INC.2.9M$78.6M0.1%1.2%+23.4%
14MML INVESTORS SERVICES, LLC2.5M$68.1M0.1%1.1%+20.3%
15BANK OF AMERICA CORP /DE/2.4M$66.3M0.0%1%+42.2%
16STIFEL FINANCIAL CORP2.2M$61.2M0.1%1%+6.5%
17ROYAL BANK OF CANADA1.6M$43.5M0.0%0.7%+17.0%
18GREAT VALLEY ADVISOR GROUP, INC.1.6M$43.4M0.7%0.7%+6.4%
19JPMORGAN CHASE & CO1.5M$42.0M0.0%0.7%+56.8%
20ASSETMARK, INC1.4M$38.1M0.1%0.6%+10.7%
21Vestmark Advisory Solutions, Inc.1.3M$35.9M0.3%0.6%0.0%
22NATIXIS ADVISORS, LLC1.3M$34,6520.0%0.5%+53.2%
23Confluence Wealth Services, Inc.1.2M$32.1M0.9%0.5%+4.5%
24SEI INVESTMENTS CO1.2M$31.7M0.0%0.5%+19.6%
25Capital Analysts, LLC1.1M$29,6240.7%0.5%+12.5%

Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.

EvidInvest is an independent research and information tool. Figures are calculated from public SEC filings and third-party market data and are provided for informational and educational purposes only. EvidInvest does not provide investment advice, brokerage, or financial services, and is not affiliated with any company it covers. Verify all figures against primary sources before making any decision.