Valmark Advisers, Inc. has added 260,152 shares of $CGMM to their portfolio, per a new SEC 13F filing. This disclosure reflects the funds' holdings for the 06-30-2026 report period. You can see the fund's full portfolio on Quiver Quantitative, and also track the largest institutional owners of $CGMM.
$CGMM Hedge Fund Activity
We have seen 160 institutional investors add shares of $CGMM stock to their portfolio, and 34 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- LPL FINANCIAL LLC added 10,263,390 shares (+347.3%) to their portfolio in Q1 2026, for an estimated $301,333,130
- PATHSTONE HOLDINGS, LLC added 1,667,441 shares (+13978.0%) to their portfolio in Q1 2026, for an estimated $48,956,067
- ENVESTNET ASSET MANAGEMENT INC added 1,361,364 shares (+14.9%) to their portfolio in Q2 2026, for an estimated $44,884,171
- JANNEY MONTGOMERY SCOTT LLC added 1,171,983 shares (+inf%) to their portfolio in Q2 2026, for an estimated $38,640,279
- JONES FINANCIAL COMPANIES LLLP added 1,009,098 shares (+214.8%) to their portfolio in Q1 2026, for an estimated $29,627,117
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added 937,734 shares (+inf%) to their portfolio in Q1 2026, for an estimated $27,531,870
- PRESPER FINANCIAL ARCHITECTS, LLC added 641,703 shares (+inf%) to their portfolio in Q1 2026, for an estimated $18,840,400
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.
Note that there may be inaccuracies in these estimates due to filing errors by the funds, parsing errors by us, or other anomalies.
Check out Quiver Quantitative's $CGMM ticker page for more data.
