CGO(CGO)
CGO
Institutional Ownership
Top 60 Institutional Holders
| Holder | Shares | Date | Change | % Held |
|---|---|---|---|---|
| Shaker Financial Services, LLC | 177.11K | Jun 30, 26 | -39.79K | 1.80% |
| Brookstone Capital Management | 52.48K | Jun 30, 26 | +3.73K | 0.53% |
| Farther Finance Advisors, LLC | 5.79K | Jun 30, 26 | +5.79K | 0.06% |
| NBC SECURITIES, INC. | 4.52K | Jun 30, 26 | -- | 0.05% |
| CoreCap Advisors, LLC | 4.28K | Jun 30, 26 | -- | 0.04% |
| Golden State Wealth Management, LLC | 56 | Jun 30, 26 | +1 | 0.00% |
| HIGHLINE WEALTH PARTNERS LLC | -- | Jun 30, 26 | -250 | -- |
| MORGAN STANLEY | 450.85K | Mar 31, 26 | +15.18K | 4.59% |
| LPL Financial LLC | 208.80K | Mar 31, 26 | -4.24K | 2.12% |
| PRINCIPAL SECURITIES, INC. | 175.62K | Mar 31, 26 | +6 | 1.79% |
| ENVESTNET ASSET MANAGEMENT INC | 164.57K | Mar 31, 26 | +1.52K | 1.67% |
| Integrated Wealth Concepts LLC | 158.61K | Mar 31, 26 | -- | 1.61% |
| GUGGENHEIM CAPITAL LLC | 138.85K | Mar 31, 26 | -33.16K | 1.41% |
| Advisors Asset Management, Inc. | 107.38K | Mar 31, 26 | +43 | 1.09% |
| WOLVERINE ASSET MANAGEMENT LLC | 104.41K | Mar 31, 26 | +27.73K | 1.06% |
| UBS Group AG | 73.06K | Mar 31, 26 | -283 | 0.74% |
| COHEN & STEERS, INC. | 64.46K | Mar 31, 26 | +7.18K | 0.66% |
| HARBOUR INVESTMENTS, INC. | 48.02K | Mar 31, 26 | -1.68K | 0.49% |
| Invesco Ltd. | 44.00K | Mar 31, 26 | +3.71K | 0.45% |
| BANK OF AMERICA CORP /DE/ | 38.05K | Mar 31, 26 | +847 | 0.39% |
| ROYAL BANK OF CANADA | 25.01K | Mar 31, 26 | -1.45K | 0.25% |
| ADVISOR GROUP HOLDINGS, INC. | 23.71K | Mar 31, 26 | -4.01K | 0.24% |
| Kestra Advisory Services, LLC | 22.65K | Mar 31, 26 | +5.66K | 0.23% |
| STIFEL FINANCIAL CORP | 22.53K | Mar 31, 26 | +2.44K | 0.23% |
| Gilliland Jeter Wealth Management LLC | 20.58K | Mar 31, 26 | -- | 0.21% |
| Logan Stone Capital, LLC | 19.10K | Mar 31, 26 | +19.10K | 0.19% |
| Retirement Planning Group | 18.08K | Mar 31, 26 | +6.82K | 0.18% |
| RAYMOND JAMES FINANCIAL INC | 16.73K | Mar 31, 26 | +16.73K | 0.17% |
| NewEdge Advisors, LLC | 13.20K | Mar 31, 26 | -3.10K | 0.13% |
| Cambridge Investment Research Advisors, Inc. | 12.35K | Mar 31, 26 | -7 | 0.13% |
| WELLS FARGO & COMPANY/MN | 11.33K | Mar 31, 26 | +5.29K | 0.12% |
| CAPTRUST FINANCIAL ADVISORS | 10.78K | Mar 31, 26 | +10.78K | 0.11% |
| Steward Partners Investment Advisory, LLC | 10.71K | Mar 31, 26 | +1.26K | 0.11% |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 7.07K | Mar 31, 26 | +7.07K | 0.07% |
| FIFTH THIRD BANCORP | 5.64K | Mar 31, 26 | +5.64K | 0.06% |
| Allworth Financial LP | 5.00K | Mar 31, 26 | -1.00K | 0.05% |
| CWM, LLC | 2.81K | Mar 31, 26 | +910 | 0.03% |
| Colonial Trust Co / SC | 2.05K | Mar 31, 26 | +2.05K | 0.02% |
| Western Wealth Management, LLC | 1.65K | Mar 31, 26 | +1.65K | 0.02% |
| AMERIFLEX GROUP, INC. | 200 | Mar 31, 26 | -- | 0.00% |
| HUNTINGTON NATIONAL BANK | 1 | Mar 31, 26 | -- | 0.00% |
| Beacon Pointe Advisors, LLC | -- | Mar 31, 26 | -10.24K | -- |
| Cetera Investment Advisers | -- | Mar 31, 26 | -10.07K | -- |
| COMERICA BANK | 5.64K | Dec 31, 25 | -- | 0.06% |
| ORG Partners LLC | 1.50K | Dec 31, 25 | -- | 0.02% |
| GPS Wealth Strategies Group, LLC | -- | Dec 31, 25 | -1.65K | -- |
| Capital Market Strategies LLC | 11.17K | Jun 30, 25 | -5.39K | 0.11% |
| Raymond James Financial Services Advisors, Inc. | 21.06K | Sep 30, 24 | -377 | 0.21% |
| Ahrens Investment Partners LLC | 8.65K | Mar 31, 23 | +8.65K | 0.09% |
| Strategic Asset Management, LLC | 392 | Sep 30, 22 | +392 | 0.00% |
| MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | -- | Sep 30, 21 | -19.20K | -- |
| Reby Advisors, LLC | 430 | Dec 31, 20 | +430 | 0.00% |
| Winslow, Evans & Crocker, Inc. | 225 | Dec 31, 20 | -75 | 0.00% |
| Advisor Group, Inc. | 18.69K | Dec 31, 19 | +102 | 0.19% |
| LADENBURG THALMANN FINANCIAL SERVICES INC. | 18.54K | Dec 31, 19 | +450 | 0.19% |
| Commonwealth Equity Services, Inc | 109.09K | Jun 30, 17 | +44.10K | 1.11% |
| VSR Financial Services, Inc. | 29.43K | Jun 30, 16 | +6.82K | 0.30% |
| UBS AG | 26.08K | Sep 30, 14 | -50 | 0.27% |
| First Allied Securities, Inc. | 16.33K | Jun 30, 12 | +2.00K | 0.17% |
| GUGGENHEIM FUNDS INVESTMENT ADVISORS, LLC | 323.05K | Jun 30, 10 | -9.52K | 3.29% |