CGBD(CGBD)
CGBD
$11.15—
NASDAQ
$11.15—
| Holder | Shares | Date | Change | % Held |
|---|---|---|---|---|
| Creative Planning | 3.09M | Jun 30, 26 | -145.06K | 4.44% |
| MORGAN STANLEY | 2.80M | Jun 30, 26 | +164.32K | 4.03% |
| VAN ECK ASSOCIATES CORP | 1.75M | Jun 30, 26 | +436.37K | 2.52% |
| UBS Group AG | 1.40M | Jun 30, 26 | +158.64K | 2.01% |
| CHOREO, LLC | 1.36M | Jun 30, 26 | -26.97K | 1.96% |
| Invesco Ltd. | 1.18M | Jun 30, 26 | -125.94K | 1.70% |
| Lalia Capital, LLC | 927.33K | Jun 30, 26 | +927.33K | 1.33% |
| Russell Investments Group, Ltd. | 870.51K | Jun 30, 26 | +283.33K | 1.25% |
| Muzinich & Co., Inc. | 741.28K | Jun 30, 26 | +3.53K | 1.07% |
| North Ground Capital | 616.00K | Jun 30, 26 | +228.48K | 0.89% |
| Legal & General Group Plc | 577.57K | Jun 30, 26 | +25.99K | 0.83% |
| Mariner, LLC | 563.24K | Jun 30, 26 | +14.71K | 0.81% |
| Sumitomo Mitsui Trust Group, Inc. | 519.74K | Jun 30, 26 | -- | 0.75% |
| Diameter Capital Partners LP | 508.39K | Jun 30, 26 | +508.39K | 0.73% |
| CAZ INVESTMENTS LP | 504.67K | Jun 30, 26 | +484.67K | 0.73% |
| ARES MANAGEMENT LLC | 472.19K | Jun 30, 26 | +232.19K | 0.68% |
| SRS Capital Advisors, Inc. | 465.61K | Jun 30, 26 | +275.27K | 0.67% |
| TWO SIGMA INVESTMENTS, LP | 448.85K | Jun 30, 26 | -182.07K | 0.65% |
| Rockefeller Capital Management L.P. | 444.53K | Jun 30, 26 | -3.10K | 0.64% |
| LSV ASSET MANAGEMENT | 352.15K | Jun 30, 26 | -- | 0.51% |
| NOVARE CAPITAL MANAGEMENT LLC | 287.44K | Jun 30, 26 | +36.05K | 0.41% |
| BANK OF AMERICA CORP /DE/ | 280.42K | Jun 30, 26 | +29.53K | 0.40% |
| BlackRock, Inc. | 276.87K | Jun 30, 26 | -6.61K | 0.40% |
| TORONTO DOMINION BANK | 263.28K | Jun 30, 26 | -186.72K | 0.38% |
| WCG Wealth Advisors LLC | 229.48K | Jun 30, 26 | +42.79K | 0.33% |
| Callodine Capital Management, LP | 225.00K | Jun 30, 26 | +225.00K | 0.32% |
| WELLS FARGO & COMPANY/MN | 224.18K | Jun 30, 26 | +25.02K | 0.32% |
| Cliffwater LLC | 207.32K | Jun 30, 26 | -- | 0.30% |
| Advisors Asset Management, Inc. | 201.00K | Jun 30, 26 | -10.32K | 0.29% |
| PARK AVENUE SECURITIES LLC | 188.42K | Jun 30, 26 | +188.42K | 0.27% |
| HAGER INVESTMENT MANAGEMENT SERVICES, LLC | 182.38K | Jun 30, 26 | -18.11K | 0.26% |
| Hennion & Walsh Asset Management, Inc. | 170.74K | Jun 30, 26 | +25.78K | 0.25% |
| Significant Wealth Partners LLC | 164.76K | Jun 30, 26 | +2.45K | 0.24% |
| HighTower Advisors, LLC | 149.88K | Jun 30, 26 | -46.83K | 0.22% |
| Ethos Financial Group, LLC | 136.99K | Jun 30, 26 | -3.19K | 0.20% |
| XTX Topco Ltd | 136.76K | Jun 30, 26 | +99.65K | 0.20% |
| LPL Financial LLC | 132.35K | Jun 30, 26 | -21.09K | 0.19% |
| AMERIPRISE FINANCIAL INC | 126.94K | Jun 30, 26 | -18.79K | 0.18% |
| DOLIVER ADVISORS, LP | 119.78K | Jun 30, 26 | -6.90K | 0.17% |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | 108.55K | Jun 30, 26 | -38.20K | 0.16% |
| Samalin Investment Counsel, LLC | 107.64K | Jun 30, 26 | +529 | 0.15% |
| Cetera Investment Advisers | 103.76K | Jun 30, 26 | +8.87K | 0.15% |
| Steward Partners Investment Advisory, LLC | 101.24K | Jun 30, 26 | +53.25K | 0.15% |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 100.25K | Jun 30, 26 | -- | 0.14% |
| RAYMOND JAMES FINANCIAL INC | 95.50K | Jun 30, 26 | -8.59K | 0.14% |
| GREAT WEST LIFE ASSURANCE CO /CAN/ | 90.40K | Jun 30, 26 | +10.90K | 0.13% |
| Pathstone Holdings, LLC | 83.68K | Jun 30, 26 | +2.15K | 0.12% |
| BALYASNY ASSET MANAGEMENT L.P. | 82.39K | Jun 30, 26 | +9.93K | 0.12% |
| Janney Montgomery Scott LLC | 78.39K | Jun 30, 26 | +61.09K | 0.11% |
| Closed-End Fund Advisors, Inc. | 78.10K | Jun 30, 26 | -20.68K | 0.11% |
| CITADEL ADVISORS LLC | 77.29K | Jun 30, 26 | +77.29K | 0.11% |
| ENVESTNET ASSET MANAGEMENT INC | 74.75K | Jun 30, 26 | +10 | 0.11% |
| Texas Capital Bank Wealth Management Services Inc | 72.71K | Jun 30, 26 | +693 | 0.10% |
| Alpine Global Management, LLC | 71.50K | Jun 30, 26 | -44.17K | 0.10% |
| TRUIST FINANCIAL CORP | 67.76K | Jun 30, 26 | -- | 0.10% |
| Apollon Wealth Management, LLC | 66.98K | Jun 30, 26 | +66.98K | 0.10% |
| DENALI ADVISORS LLC | 66.40K | Jun 30, 26 | -6.31K | 0.10% |
| Neuberger Berman Group LLC | 65.16K | Jun 30, 26 | -6.14K | 0.09% |
| Verdence Capital Advisors LLC | 55.96K | Jun 30, 26 | +14.00K | 0.08% |
| ADVISOR GROUP HOLDINGS, INC. | 53.86K | Jun 30, 26 | +3.28K | 0.08% |
| BI Asset Management Fondsmaeglerselskab A/S | 52.48K | Jun 30, 26 | -230.08K | 0.08% |
| Whipplewood Advisors, LLC | 51.82K | Jun 30, 26 | +16.97K | 0.07% |
| US BANCORP \DE\ | 50.00K | Jun 30, 26 | -- | 0.07% |
| Naviter Wealth, LLC | 49.30K | Jun 30, 26 | -20.19K | 0.07% |
| Virtus Investment Advisers, Inc. | 46.86K | Jun 30, 26 | -8.87K | 0.07% |
| Palliser Capital (UK) Ltd | 45.70K | Jun 30, 26 | +45.70K | 0.07% |
| COMPASS FINANCIAL MANAGEMENT LLC | 44.16K | Jun 30, 26 | +44.16K | 0.06% |
| CI Private Wealth, LLC | 42.90K | Jun 30, 26 | -132.40K | 0.06% |
| Almitas Capital LLC | 42.88K | Jun 30, 26 | -- | 0.06% |
| AQR CAPITAL MANAGEMENT LLC | 40.67K | Jun 30, 26 | -518 | 0.06% |
| COMMERCE BANK | 40.38K | Jun 30, 26 | -- | 0.06% |
| IEQ CAPITAL, LLC | 40.30K | Jun 30, 26 | -- | 0.06% |
| Lido Advisors, LLC | 38.12K | Jun 30, 26 | +612 | 0.05% |
| Farther Finance Advisors, LLC | 35.98K | Jun 30, 26 | +800 | 0.05% |
| DRW Securities, LLC | 35.20K | Jun 30, 26 | -8.81K | 0.05% |
| ROYAL BANK OF CANADA | 34.50K | Jun 30, 26 | -6.64K | 0.05% |
| MAI Capital Management | 33.77K | Jun 30, 26 | -- | 0.05% |
| Cerberus Capital Management, L.P. | 30.00K | Jun 30, 26 | -- | 0.04% |
| JANE STREET GROUP, LLC | 29.80K | Jun 30, 26 | +29.80K | 0.04% |
| INDEPENDENT FINANCIAL GROUP, LLC | 28.07K | Jun 30, 26 | +5.19K | 0.04% |
| MACKENZIE FINANCIAL CORP | 27.61K | Jun 30, 26 | +10 | 0.04% |
| United Advisor Group, LLC | 26.18K | Jun 30, 26 | -6.12K | 0.04% |
| TRANSCEND CAPITAL ADVISORS, LLC | 25.02K | Jun 30, 26 | -- | 0.04% |
| NewEdge Wealth, LLC | 24.76K | Jun 30, 26 | -- | 0.04% |
| Cascade Financial Partners, LLC | 24.62K | Jun 30, 26 | +24.62K | 0.04% |
| MQS Management LLC | 24.39K | Jun 30, 26 | +2.10K | 0.04% |
| GLENMEDE TRUST CO NA | 23.50K | Jun 30, 26 | -1.68K | 0.03% |
| SMH CAPITAL ADVISORS INC | 21.95K | Jun 30, 26 | -192 | 0.03% |
| Savant Capital, LLC | 21.37K | Jun 30, 26 | +713 | 0.03% |
| Aptus Capital Advisors, LLC | 21.29K | Jun 30, 26 | -- | 0.03% |
| Clarus Group, Inc. | 21.29K | Jun 30, 26 | -- | 0.03% |
| Summit Financial, LLC | 21.13K | Jun 30, 26 | -- | 0.03% |
| Cornerstone Advisory, LLC | 20.98K | Jun 30, 26 | +2.56K | 0.03% |
| Cerity Partners LLC | 20.23K | Jun 30, 26 | +20.23K | 0.03% |
| Black Maple Capital Management LP | 20.00K | Jun 30, 26 | +20.00K | 0.03% |
| JPMORGAN CHASE & CO | 19.50K | Jun 30, 26 | -- | 0.03% |
| FIFTH THIRD BANCORP | 19.32K | Jun 30, 26 | -80.23K | 0.03% |
| Quantbot Technologies LP | 19.08K | Jun 30, 26 | +18.70K | 0.03% |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 18.13K | Jun 30, 26 | -- | 0.03% |
| MERCER GLOBAL ADVISORS INC /ADV | 17.56K | Jun 30, 26 | -- | 0.03% |
| CAPTRUST FINANCIAL ADVISORS | 17.46K | Jun 30, 26 | +17.46K | 0.03% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 16.79K | Jun 30, 26 | -- | 0.02% |
| Dorsey & Whitney Trust CO LLC | 15.51K | Jun 30, 26 | -629 | 0.02% |
| Global Retirement Partners, LLC | 15.21K | Jun 30, 26 | +15.21K | 0.02% |
| Vident Advisory, LLC | 15.05K | Jun 30, 26 | +15.05K | 0.02% |
| Eagle Strategies LLC | 14.86K | Jun 30, 26 | -- | 0.02% |
| Glenview Trust Co | 14.00K | Jun 30, 26 | -- | 0.02% |
| COMMONWEALTH EQUITY SERVICES, LLC | 13.84K | Jun 30, 26 | -17.74K | 0.02% |
| CFO4Life Group, LLC | 12.28K | Jun 30, 26 | +193 | 0.02% |
| SCS Capital Management LLC | 11.31K | Jun 30, 26 | -- | 0.02% |
| GREAT VALLEY ADVISOR GROUP, INC. | 11.10K | Jun 30, 26 | -- | 0.02% |
| BLAIR WILLIAM & CO/IL | 10.89K | Jun 30, 26 | -- | 0.02% |
| Beaumont Financial Advisors, LLC | 10.37K | Jun 30, 26 | +343 | 0.01% |
| PENSION & WEALTH MANAGEMENT ADVISORS, INC. | 9.66K | Jun 30, 26 | -65.71K | 0.01% |
| Catalyst Capital Advisors LLC | 7.09K | Jun 30, 26 | -- | 0.01% |
| BNP PARIBAS ARBITRAGE, SNC | 5.76K | Jun 30, 26 | +2.09K | 0.01% |
| Triumph Capital Management | 4.92K | Jun 30, 26 | -362 | 0.01% |
| Security National Bank | 4.91K | Jun 30, 26 | -- | 0.01% |
| Burk Holdings LLC | 3.50K | Jun 30, 26 | -- | 0.01% |
| State of Alaska, Department of Revenue | 3.01K | Jun 30, 26 | -- | 0.00% |
| Rossby Financial, LCC | 3.00K | Jun 30, 26 | -- | 0.00% |
| Allworth Financial LP | 2.53K | Jun 30, 26 | -3 | 0.00% |
| NOMURA ASSET MANAGEMENT CO LTD | 2.34K | Jun 30, 26 | -- | 0.00% |
| HARBOUR INVESTMENTS, INC. | 1.98K | Jun 30, 26 | +67 | 0.00% |
| GROUP ONE TRADING, L.P. | 1.95K | Jun 30, 26 | -13.95K | 0.00% |
| Tower Research Capital LLC (TRC) | 1.75K | Jun 30, 26 | -2.67K | 0.00% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 1.53K | Jun 30, 26 | -- | 0.00% |
| LGT Financial Advisors LLC | 1.29K | Jun 30, 26 | -- | 0.00% |
| Winthrop Capital Management, LLC | 1.00K | Jun 30, 26 | +1.00K | 0.00% |
| Dunhill Financial, LLC | 660 | Jun 30, 26 | -- | 0.00% |
| Avion Wealth | 500 | Jun 30, 26 | -- | 0.00% |
| HARBOR INVESTMENT ADVISORY, LLC | 450 | Jun 30, 26 | -- | 0.00% |
| NBC SECURITIES, INC. | 400 | Jun 30, 26 | -- | 0.00% |
| CHELSEA COUNSEL CO | 340 | Jun 30, 26 | -- | 0.00% |
| CITIGROUP INC | 228 | Jun 30, 26 | +228 | 0.00% |
| JFS WEALTH ADVISORS, LLC | 179 | Jun 30, 26 | +179 | 0.00% |
| NewEdge Advisors, LLC | 161 | Jun 30, 26 | -- | 0.00% |
| SIMPLEX TRADING, LLC | 129 | Jun 30, 26 | -329 | 0.00% |
| Caitong International Asset Management Co., Ltd | 101 | Jun 30, 26 | +33 | 0.00% |
| AdvisorNet Financial, Inc | 38 | Jun 30, 26 | -248 | 0.00% |
| Altshuler Shaham Ltd | 1 | Jun 30, 26 | -- | 0.00% |
| MILLENNIUM MANAGEMENT LLC | -- | Jun 30, 26 | -179.50K | -- |
| Entropy Technologies, LP | -- | Jun 30, 26 | -18.91K | -- |
| Schonfeld Strategic Advisors LLC | -- | Jun 30, 26 | -25.12K | -- |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | -- | Jun 30, 26 | -23.23K | -- |
| CAXTON ASSOCIATES LLP | -- | Jun 30, 26 | -15.42K | -- |
| nVerses Capital, LLC | -- | Jun 30, 26 | -19.66K | -- |
| Brevan Howard Capital Management LP | -- | Jun 30, 26 | -38.23K | -- |
| WealthCollab, LLC | -- | Jun 30, 26 | -45 | -- |
| Lansforsakringar Fondforvaltning AB (publ) | -- | Jun 30, 26 | -134.95K | -- |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | -- | Jun 30, 26 | -1.27M | -- |
| Fisher Asset Management, LLC | -- | Jun 30, 26 | -22.93K | -- |
| Aquatic Capital Management LLC | -- | Jun 30, 26 | -21.27K | -- |
| Virtu Financial LLC | -- | Jun 30, 26 | -12.98K | -- |
| GFS Advisors, LLC | -- | Jun 30, 26 | -40.60K | -- |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | -- | Jun 30, 26 | -43.05K | -- |
| Trexquant Investment LP | -- | Jun 30, 26 | -20.25K | -- |
| Advisory Services Network, LLC | -- | Jun 30, 26 | -1.89K | -- |
| Y-Intercept (Hong Kong) Ltd | -- | Jun 30, 26 | -151.47K | -- |
| Sound Income Strategies, LLC | -- | Jun 30, 26 | -9.38K | -- |
| TrueMark Investments, LLC | -- | Jun 30, 26 | -32.88K | -- |
| OpenArc Corporate Advisory, LLC | -- | Jun 30, 26 | -15.53K | -- |
| Activest Wealth Management | -- | Jun 30, 26 | -8.13K | -- |
| BRYN MAWR TRUST Co | -- | Jun 30, 26 | -11.70K | -- |
| Colony Group, LLC | -- | Jun 30, 26 | -304.86K | -- |
| Squarepoint Ops LLC | -- | Jun 30, 26 | -10.54K | -- |
| U.S. Capital Wealth Advisors, LLC | 71.43K | Mar 31, 26 | +26.62K | 0.10% |
| CWM, LLC | 56.87K | Mar 31, 26 | +47.53K | 0.08% |
| Sunbelt Securities, Inc. | 34.20K | Mar 31, 26 | +15 | 0.05% |
| Catalina Capital Group, LLC | 15.97K | Mar 31, 26 | +15.97K | 0.02% |
| First Affirmative Financial Network | 10.08K | Mar 31, 26 | +10.08K | 0.01% |
| TWO SIGMA ADVISERS, LP | 300.50K | Dec 31, 25 | -184.20K | 0.43% |
| COMERICA BANK | 99.25K | Dec 31, 25 | +256 | 0.14% |
| FineMark National Bank & Trust | 40.38K | Dec 31, 25 | -- | 0.06% |
| GRIES FINANCIAL LLC | 187.75K | Sep 30, 25 | -9.48K | 0.27% |
| 1858 WEALTH MANAGEMENT, LLC | 38.34K | Sep 30, 25 | -3.00K | 0.06% |
| Glenmede Investment Management, LP | 25.18K | Sep 30, 25 | -7.00K | 0.04% |
| AllSquare Wealth Management LLC | 1.40K | Sep 30, 25 | -- | 0.00% |
| Northeast Financial Consultants Inc | 102.22K | Jun 30, 25 | +59.45K | 0.15% |
| BluePointe Capital Management, LLC | 61.52K | Mar 31, 25 | +2.85K | 0.09% |
| Marcum Wealth, LLC | 11.31K | Mar 31, 25 | -- | 0.02% |
| Edge Capital Group, LLC | 64.52K | Dec 31, 24 | +53.20K | 0.09% |
| CAXTON ASSOCIATES LP | 20.21K | Dec 31, 24 | +20.21K | 0.03% |
| RAYMOND JAMES & ASSOCIATES | 132.79K | Sep 30, 24 | +5.87K | 0.19% |
| Raymond James Financial Services Advisors, Inc. | 56.94K | Sep 30, 24 | -1.96K | 0.08% |
| BlackRock Inc. | 185.15K | Jun 30, 24 | +1.40K | 0.27% |
| MCKINLEY CAPITAL MANAGEMENT LLC | 166.62K | Jun 30, 24 | +336 | 0.24% |
| Greenwich Investment Management, Inc. | 104.37K | Jun 30, 24 | -18.07K | 0.15% |
| Cetera Advisors LLC | 23.29K | Mar 31, 24 | +23.29K | 0.03% |
| Baystate Wealth Management LLC | 507 | Dec 31, 23 | +16 | 0.00% |
| Point72 Middle East FZE | 448 | Dec 31, 23 | +448 | 0.00% |
| PATHSTONE FAMILY OFFICE, LLC | 66.62K | Sep 30, 23 | +1.23K | 0.10% |
| FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. | 13.10K | Sep 30, 23 | -- | 0.02% |
| YorkBridge Wealth Partners, LLC | 32.02K | Dec 31, 22 | -- | 0.05% |
| Jenkins Wealth | 24.15K | Dec 31, 22 | +24.15K | 0.03% |
| ZEKE CAPITAL ADVISORS, LLC | -- | Dec 31, 22 | -165.77K | -- |
| ROOSEVELT INVESTMENT GROUP LLC | 12.38K | Sep 30, 22 | -341 | 0.02% |
| Pinnacle Private Wealth, LLC | 15.94K | Jun 30, 22 | +15.94K | 0.02% |
| BOGLE INVESTMENT MANAGEMENT L P /DE/ | 57.90K | Dec 31, 20 | +2.80K | 0.08% |
| PagnatoKarp Partners LLC | 186.42K | Mar 31, 20 | -41.40K | 0.27% |
| Advisor Group, Inc. | 62.85K | Dec 31, 19 | +7.41K | 0.09% |
| SUNTRUST BANKS INC | 1.22M | Sep 30, 19 | -178.86K | 1.76% |
| Global X Management CO LLC | 14.87K | Jun 30, 18 | +778 | 0.02% |
| Edge Advisors, LLC | 5.93K | Jun 30, 18 | +3.19K | 0.01% |
| Delpha Capital Management, LLC | -- | Mar 31, 18 | -435 | -- |