CGSD(CGSD)
CGSD
| Holder | Shares | Date | Change | % Held |
|---|---|---|---|---|
| MORGAN STANLEY | 7.55M | Jun 30, 26 | +666.72K | 8.27% |
| LPL Financial LLC | 7.55M | Jun 30, 26 | +668.45K | 8.27% |
| Cetera Investment Advisers | 2.66M | Jun 30, 26 | +174.50K | 2.91% |
| WELLS FARGO & COMPANY/MN | 2.54M | Jun 30, 26 | +290.02K | 2.78% |
| JONES FINANCIAL COMPANIES LLLP | 2.37M | Jun 30, 26 | +649.41K | 2.60% |
| Capital Group Private Client Services, Inc. | 2.35M | Jun 30, 26 | -42.21K | 2.57% |
| COMMONWEALTH EQUITY SERVICES, LLC | 2.32M | Jun 30, 26 | -84.02K | 2.54% |
| ENVESTNET ASSET MANAGEMENT INC | 2.20M | Jun 30, 26 | +275.85K | 2.40% |
| Merit Financial Group, LLC | 2.01M | Jun 30, 26 | +23.34K | 2.20% |
| ROYAL BANK OF CANADA | 1.62M | Jun 30, 26 | +87.70K | 1.77% |
| BENJAMIN EDWARDS INC | 1.62M | Jun 30, 26 | +1.67K | 1.77% |
| ADVISOR GROUP HOLDINGS, INC. | 1.57M | Jun 30, 26 | +374.85K | 1.72% |
| RAYMOND JAMES FINANCIAL INC | 1.52M | Jun 30, 26 | +162.15K | 1.66% |
| Wood Tarver Financial Group, LLC | 1.42M | Jun 30, 26 | -82.41K | 1.56% |
| Baird Financial Group, Inc. | 1.37M | Jun 30, 26 | +169.88K | 1.50% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 1.36M | Jun 30, 26 | +744.22K | 1.49% |
| STIFEL FINANCIAL CORP | 1.35M | Jun 30, 26 | +479.31K | 1.48% |
| UBS Group AG | 1.29M | Jun 30, 26 | +12.10K | 1.41% |
| Bridgewealth Advisory Group, LLC | 1.13M | Jun 30, 26 | +97.92K | 1.24% |
| Waterloo Capital, L.P. | 710.00K | Jun 30, 26 | +710.00K | 0.78% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 646.05K | Jun 30, 26 | +57.19K | 0.71% |
| MML INVESTORS SERVICES, LLC | 616.59K | Jun 30, 26 | +155.54K | 0.68% |
| IAM Advisory, LLC | 579.85K | Jun 30, 26 | +11.83K | 0.63% |
| LANDAAS & CO /WI /ADV | 571.55K | Jun 30, 26 | -10.27K | 0.63% |
| Valmark Advisers, Inc. | 544.38K | Jun 30, 26 | +55.55K | 0.60% |
| NewEdge Advisors, LLC | 535.21K | Jun 30, 26 | +94.70K | 0.59% |
| Souders Financial Advisors | 526.72K | Jun 30, 26 | +36.74K | 0.58% |
| Thayer Financial, L.L.C. | 461.83K | Jun 30, 26 | +22.84K | 0.51% |
| Conservest Capital Advisors, Inc. | 459.83K | Jun 30, 26 | +116.00K | 0.50% |
| Cambridge Investment Research Advisors, Inc. | 425.05K | Jun 30, 26 | -34.01K | 0.47% |
| WILEY BROS.-AINTREE CAPITAL, LLC | 404.85K | Jun 30, 26 | +53.98K | 0.44% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 372.22K | Jun 30, 26 | +35.92K | 0.41% |
| Wealth Science Advisors LLC | 352.27K | Jun 30, 26 | +266.23K | 0.39% |
| Cauble & Harre Wealth Management, Inc. | 340.54K | Jun 30, 26 | -1.79K | 0.37% |
| Kestra Investment Management, LLC | 336.05K | Jun 30, 26 | +95.93K | 0.37% |
| Lodestone Wealth Management LLC | 329.27K | Jun 30, 26 | +71.99K | 0.36% |
| GREAT VALLEY ADVISOR GROUP, INC. | 287.39K | Jun 30, 26 | +43.06K | 0.31% |
| Private Advisor Group, LLC | 279.44K | Jun 30, 26 | -241.39K | 0.31% |
| SEI INVESTMENTS CO | 275.97K | Jun 30, 26 | +52.34K | 0.30% |
| Kestra Advisory Services, LLC | 227.60K | Jun 30, 26 | +11.87K | 0.25% |
| COFG Advisors, LLC | 223.90K | Jun 30, 26 | +223.90K | 0.25% |
| PETREDIS INVESTMENT ADVISORS LLC | 217.23K | Jun 30, 26 | +24.12K | 0.24% |
| RICHARDS, MERRILL & PETERSON, INC. | 198.35K | Jun 30, 26 | +11.37K | 0.22% |
| Cerity Partners LLC | 185.67K | Jun 30, 26 | -453 | 0.20% |
| FINANCIAL MANAGEMENT NETWORK INC | 173.75K | Jun 30, 26 | -108.28K | 0.19% |
| ROTHSCHILD INVESTMENT LLC | 171.21K | Jun 30, 26 | +2.34K | 0.19% |
| J HAGAN CAPITAL, INC. | 169.98K | Jun 30, 26 | +8.40K | 0.19% |
| NWF Advisory Services Inc. | 164.13K | Jun 30, 26 | -924 | 0.18% |
| CAPTRUST FINANCIAL ADVISORS | 160.46K | Jun 30, 26 | -5.66K | 0.18% |
| Sovran Advisors, LLC | 147.19K | Jun 30, 26 | +14.32K | 0.16% |
| Integras Partners LLC | 146.02K | Jun 30, 26 | -120.90K | 0.16% |
| Pensionmark Financial Group, LLC | 145.97K | Jun 30, 26 | +450 | 0.16% |
| EQ WEALTH ADVISORS, LLC | 134.92K | Jun 30, 26 | -5.97K | 0.15% |
| CITADEL ADVISORS LLC | 134.69K | Jun 30, 26 | -2.02K | 0.15% |
| Saxony Capital Management, LLC | 129.69K | Jun 30, 26 | -12.05K | 0.14% |
| Inspire Advisors, LLC | 129.67K | Jun 30, 26 | +15.94K | 0.14% |
| Compton Financial Group, LLC | 128.87K | Jun 30, 26 | +114.96K | 0.14% |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 125.55K | Jun 30, 26 | +499 | 0.14% |
| TRUIST FINANCIAL CORP | 123.05K | Jun 30, 26 | +66.37K | 0.13% |
| NATIXIS ADVISORS, L.P. | 120.70K | Jun 30, 26 | +76.81K | 0.13% |
| BlackDiamond Wealth Management Inc. | 119.06K | Jun 30, 26 | +9.51K | 0.13% |
| Cannon Financial Strategists, Inc. | 111.08K | Jun 30, 26 | +33.27K | 0.12% |
| DeDora Capital, Inc. | 102.57K | Jun 30, 26 | +4.14K | 0.11% |
| Troutman Wealth Management, LLC | 96.52K | Jun 30, 26 | +647 | 0.11% |
| Holistic Planning, LLC | 96.08K | Jun 30, 26 | +8.45K | 0.11% |
| CLG LLC | 90.09K | Jun 30, 26 | -2.96K | 0.10% |
| Eaton Financial Holdings Company, LLC | 88.71K | Jun 30, 26 | +51.84K | 0.10% |
| Janney Montgomery Scott LLC | 86.98K | Jun 30, 26 | +7.06K | 0.10% |
| IFP Advisors, Inc | 85.48K | Jun 30, 26 | -248 | 0.09% |
| Weaver Consulting Group | 84.62K | Jun 30, 26 | +38.91K | 0.09% |
| Freestate Advisors LLC | 81.34K | Jun 30, 26 | +6.78K | 0.09% |
| HARBOUR INVESTMENTS, INC. | 78.82K | Jun 30, 26 | -10.47K | 0.09% |
| Capital International Investors | 75.21K | Jun 30, 26 | +1.79K | 0.08% |
| Kerntke Otto McGlone Wealth Management Group | 72.31K | Jun 30, 26 | +72.31K | 0.08% |
| OPPENHEIMER & CO INC | 71.55K | Jun 30, 26 | +3.49K | 0.08% |
| STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC | 70.45K | Jun 30, 26 | +54.78K | 0.08% |
| Smith Thornton Advisors LLC | 67.27K | Jun 30, 26 | -- | 0.07% |
| New England Capital Financial Advisors LLC | 66.00K | Jun 30, 26 | -8.13K | 0.07% |
| Summit Financial, LLC | 61.60K | Jun 30, 26 | +4.59K | 0.07% |
| Werba Rubin Papier Wealth Management | 57.39K | Jun 30, 26 | -3.55K | 0.06% |
| Perennial Investment Advisors, LLC | 55.44K | Jun 30, 26 | -2.16K | 0.06% |
| SRS Capital Advisors, Inc. | 55.34K | Jun 30, 26 | +34.80K | 0.06% |
| Equitable Holdings, Inc. | 53.95K | Jun 30, 26 | -31.09K | 0.06% |
| MAI Capital Management | 53.33K | Jun 30, 26 | +1.74K | 0.06% |
| Western Wealth Management, LLC | 52.86K | Jun 30, 26 | -1.47K | 0.06% |
| Stonebridge Financial Group, LLC | 51.03K | Jun 30, 26 | +39.56K | 0.06% |
| Prospera Financial Services Inc | 47.68K | Jun 30, 26 | +8.43K | 0.05% |
| Steward Partners Investment Advisory, LLC | 47.52K | Jun 30, 26 | +12.62K | 0.05% |
| D.A. DAVIDSON & CO. | 45.91K | Jun 30, 26 | +10.95K | 0.05% |
| Indivisible Partners | 42.99K | Jun 30, 26 | +42.99K | 0.05% |
| Ashton Thomas Private Wealth, LLC | 42.84K | Jun 30, 26 | +33.09K | 0.05% |
| Founders Financial Alliance, LLC | 41.39K | Jun 30, 26 | -15.93K | 0.05% |
| INDEPENDENT FINANCIAL GROUP, LLC | 40.62K | Jun 30, 26 | +5.52K | 0.04% |
| Fiscal Wisdom Wealth Management, LLC | 40.35K | Jun 30, 26 | +40.35K | 0.04% |
| LongView Wealth Management | 40.04K | Jun 30, 26 | +2.60K | 0.04% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 39.55K | Jun 30, 26 | +30.59K | 0.04% |
| Cyndeo Wealth Partners, LLC | 39.42K | Jun 30, 26 | +1.70K | 0.04% |
| CGN Advisors LLC | 39.04K | Jun 30, 26 | +10.20K | 0.04% |
| Mutual Advisors, LLC | 38.72K | Jun 30, 26 | +17.15K | 0.04% |
| Pines Wealth Management, LLC | 38.19K | Jun 30, 26 | +107 | 0.04% |
| Integrated Wealth Concepts LLC | 36.65K | Jun 30, 26 | +6.62K | 0.04% |
| WNY Asset Management, LLC | 34.39K | Jun 30, 26 | -30.00K | 0.04% |
| Clearwave Capital, LLC | 32.83K | Jun 30, 26 | -4.60K | 0.04% |
| DAVENPORT & Co LLC | 31.33K | Jun 30, 26 | -62 | 0.03% |
| TCFG Investment Advisors, LLC | 29.55K | Jun 30, 26 | +36 | 0.03% |
| Brinker Capital Investments, LLC | 29.25K | Jun 30, 26 | -21.53K | 0.03% |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 27.13K | Jun 30, 26 | +120 | 0.03% |
| CITIGROUP INC | 26.94K | Jun 30, 26 | +15.04K | 0.03% |
| Dynamic Advisor Solutions LLC | 26.66K | Jun 30, 26 | -2.05K | 0.03% |
| Jacobi Capital Management LLC | 26.04K | Jun 30, 26 | +2.67K | 0.03% |
| Global Retirement Partners, LLC | 25.80K | Jun 30, 26 | +25.80K | 0.03% |
| Tortuga Wealth Management, Inc | 25.69K | Jun 30, 26 | -300 | 0.03% |
| Aurdan Capital Management, LLC | 24.52K | Jun 30, 26 | +62 | 0.03% |
| KWB Wealth | 24.39K | Jun 30, 26 | +10.15K | 0.03% |
| Bleakley Financial Group, LLC | 24.21K | Jun 30, 26 | -4.52K | 0.03% |
| CULLEN/FROST BANKERS, INC. | 24.02K | Jun 30, 26 | +3.75K | 0.03% |
| Keudell/Morrison Wealth Management | 23.64K | Jun 30, 26 | -1.08K | 0.03% |
| GUARDIAN WEALTH ADVISORS, LLC / NC | 22.85K | Jun 30, 26 | +12.85K | 0.03% |
| Aptus Capital Advisors, LLC | 22.85K | Jun 30, 26 | +12.85K | 0.03% |
| Gateway Wealth Partners, LLC | 22.52K | Jun 30, 26 | -10.95K | 0.02% |
| Beacon Financial Advisory LLC | 22.22K | Jun 30, 26 | +7.54K | 0.02% |
| ADVISORTRUST PARTNERS, LLC | 22.02K | Jun 30, 26 | +7.96K | 0.02% |
| Rockefeller Capital Management L.P. | 21.60K | Jun 30, 26 | +21.01K | 0.02% |
| FIFTH THIRD BANCORP | 21.42K | Jun 30, 26 | +5.54K | 0.02% |
| Boyer Financial Services, Inc. | 20.71K | Jun 30, 26 | -16.13K | 0.02% |
| Burford Brothers, Inc. | 20.20K | Jun 30, 26 | -5.41K | 0.02% |
| ASSETMARK, INC | 18.60K | Jun 30, 26 | +4.58K | 0.02% |
| Ausdal Financial Partners, Inc. | 18.38K | Jun 30, 26 | +983 | 0.02% |
| ENDEAVOR PRIVATE WEALTH, INC. | 18.20K | Jun 30, 26 | +66 | 0.02% |
| Continuum Advisory, LLC | 18.15K | Jun 30, 26 | +987 | 0.02% |
| Envestnet Portfolio Solutions, Inc. | 18.09K | Jun 30, 26 | +876 | 0.02% |
| J. Derek Lewis & Associates Inc. | 17.80K | Jun 30, 26 | -989 | 0.02% |
| Strategic Family Wealth Counselors, L.L.C. | 17.62K | Jun 30, 26 | -- | 0.02% |
| Capital Analysts, LLC | 16.68K | Jun 30, 26 | +6.58K | 0.02% |
| SMITH, MOORE & CO. | 16.63K | Jun 30, 26 | +770 | 0.02% |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 16.48K | Jun 30, 26 | +1.45K | 0.02% |
| Bank of New York Mellon Corp | 16.28K | Jun 30, 26 | -561 | 0.02% |
| Brookstone Capital Management | 15.98K | Jun 30, 26 | +899 | 0.02% |
| Advisory Services Network, LLC | 15.43K | Jun 30, 26 | -5.87K | 0.02% |
| Arkadios Wealth Advisors | 13.30K | Jun 30, 26 | +559 | 0.01% |
| Concurrent Investment Advisors, LLC | 13.25K | Jun 30, 26 | -358 | 0.01% |
| MGO ONE SEVEN LLC | 13.10K | Jun 30, 26 | +13.10K | 0.01% |
| Atria Investments, Inc | 12.71K | Jun 30, 26 | +1.37K | 0.01% |
| Gallagher Fiduciary Advisors, LLC | 12.56K | Jun 30, 26 | +1.34K | 0.01% |
| Ameritas Advisory Services, LLC | 11.71K | Jun 30, 26 | +11.71K | 0.01% |
| Sowell Financial Services LLC | 11.61K | Jun 30, 26 | -8.02K | 0.01% |
| BANK OF AMERICA CORP /DE/ | 11.50K | Jun 30, 26 | +11.50K | 0.01% |
| Stratos Wealth Partners, LTD. | 11.42K | Jun 30, 26 | +328 | 0.01% |
| Charter Capital Management, LLC\DE | 10.86K | Jun 30, 26 | +10.86K | 0.01% |
| Summit Global Investments | 10.74K | Jun 30, 26 | +115 | 0.01% |
| PRIVATE TRUST CO NA | 10.69K | Jun 30, 26 | -- | 0.01% |
| DIVERSIFY WEALTH MANAGEMENT, LLC | 10.66K | Jun 30, 26 | -1.87K | 0.01% |
| Diversify Advisory Services, LLC | 10.66K | Jun 30, 26 | +10.66K | 0.01% |
| Kercheville Advisors, LLC | 10.62K | Jun 30, 26 | +400 | 0.01% |
| OneAscent Financial Services LLC | 9.76K | Jun 30, 26 | -666 | 0.01% |
| FLORIDA FINANCIAL ADVISORS, LLC | 9.72K | Jun 30, 26 | +9.72K | 0.01% |
| Wealthcare Advisory Partners LLC | 9.51K | Jun 30, 26 | -7.91K | 0.01% |
| ProCore Advisors, LLC | 9.22K | Jun 30, 26 | -680 | 0.01% |
| PRINCIPAL SECURITIES, INC. | 8.99K | Jun 30, 26 | +8.99K | 0.01% |
| Hartmann Taylor Wealth Management, LLC | 8.95K | Jun 30, 26 | -- | 0.01% |
| CVFG LLC | 8.82K | Jun 30, 26 | +742 | 0.01% |
| RHODES INVESTMENT ADVISORS INC /ADV | 8.24K | Jun 30, 26 | -- | 0.01% |
| Global Financial Private Client, LLC | 8.21K | Jun 30, 26 | -- | 0.01% |
| GARRISON POINT ADVISORS, LLC | 7.88K | Jun 30, 26 | +7.88K | 0.01% |
| Johnson Bixby & Associates, LLC | 7.78K | Jun 30, 26 | -- | 0.01% |
| HAZLETT, BURT & WATSON, INC. | 6.63K | Jun 30, 26 | +248 | 0.01% |
| Bare Financial Services, Inc | 6.52K | Jun 30, 26 | -- | 0.01% |
| Allworth Financial LP | 6.17K | Jun 30, 26 | +19 | 0.01% |
| IFG Advisory, LLC | 6.11K | Jun 30, 26 | +6.11K | 0.01% |
| Spire Wealth Management | 5.18K | Jun 30, 26 | +57 | 0.01% |
| Smartleaf Asset Management LLC | 5.09K | Jun 30, 26 | -- | 0.01% |
| Capital Investment Advisory Services, LLC | 3.92K | Jun 30, 26 | +1.16K | 0.00% |
| AdvisorNet Financial, Inc | 3.58K | Jun 30, 26 | +2.22K | 0.00% |
| AMERIFLEX GROUP, INC. | 3.18K | Jun 30, 26 | -- | 0.00% |
| Synergy Investment Management, LLC | 2.90K | Jun 30, 26 | -- | 0.00% |
| Signature Resources Capital Management, LLC | 2.13K | Jun 30, 26 | -- | 0.00% |
| ST GERMAIN D J CO INC | 2.05K | Jun 30, 26 | -852 | 0.00% |
| JPMORGAN CHASE & CO | 1.47K | Jun 30, 26 | +1.47K | 0.00% |
| Birchwood Financial Partners, Inc. | 1.22K | Jun 30, 26 | +2 | 0.00% |
| Geneos Wealth Management Inc. | 1.17K | Jun 30, 26 | -6.92K | 0.00% |
| GAMMA Investing LLC | 1.04K | Jun 30, 26 | +1.04K | 0.00% |
| Farther Finance Advisors, LLC | 608 | Jun 30, 26 | +603 | 0.00% |
| Signature Equity Partners, LLC | 549 | Jun 30, 26 | -- | 0.00% |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 395 | Jun 30, 26 | -- | 0.00% |
| Silver Grove Financial Group, Inc. | 295 | Jun 30, 26 | +295 | 0.00% |
| CoreCap Advisors, LLC | 193 | Jun 30, 26 | -- | 0.00% |
| Tower Research Capital LLC (TRC) | 93 | Jun 30, 26 | -3.87K | 0.00% |
| NBC SECURITIES, INC. | 11 | Jun 30, 26 | -877 | 0.00% |
| EverSource Wealth Advisors, LLC | -- | Jun 30, 26 | -117 | -- |
| JANE STREET GROUP, LLC | -- | Jun 30, 26 | -243.44K | -- |
| Entruity Wealth, LLC | -- | Jun 30, 26 | -138.84K | -- |
| Confluence Wealth Services, Inc. | -- | Jun 30, 26 | -40.80K | -- |
| GOLDMAN SACHS GROUP INC | -- | Jun 30, 26 | -24.12K | -- |
| Rather & Kittrell, Inc. | -- | Jun 30, 26 | -7.97K | -- |
| Sound Income Strategies, LLC | -- | Jun 30, 26 | -1.50K | -- |
| MPWM ADVISORY SOLUTIONS, LLC | -- | Jun 30, 26 | -3.41K | -- |
| Financial Life Planners | -- | Jun 30, 26 | -71 | -- |
| AE Wealth Management LLC | -- | Jun 30, 26 | -9.69K | -- |
| Independent Advisor Alliance | -- | Jun 30, 26 | -63.96K | -- |
| Mariner, LLC | -- | Jun 30, 26 | -128.08K | -- |
| RFP Financial Group LLC | -- | Jun 30, 26 | -23.61K | -- |
| McIlrath & Eck, LLC | 866.46K | Mar 31, 26 | -11.72K | 0.95% |
| TCFG WEALTH MANAGEMENT, LLC | 29.52K | Mar 31, 26 | -936 | 0.03% |
| Capital Planning Advisors, LLC | 26.24K | Mar 31, 26 | -- | 0.03% |
| U.S. Capital Wealth Advisors, LLC | 18.62K | Mar 31, 26 | -2.00K | 0.02% |
| SOL Capital Management CO | -- | Mar 31, 26 | -144.36K | -- |
| COMERICA BANK | 11.38K | Dec 31, 25 | -303 | 0.01% |
| GPS Wealth Strategies Group, LLC | -- | Dec 31, 25 | -19.27K | -- |
| ORG Partners LLC | -- | Dec 31, 25 | -581 | -- |
| OAK HILL WEALTH ADVISORS, LLC | 21.71K | Sep 30, 25 | +21.71K | 0.02% |
| Atria Wealth Solutions, Inc. | 123.45K | Jun 30, 25 | -4.59K | 0.14% |
| AVANTAX ADVISORY SERVICES, INC. | 48.05K | Jun 30, 25 | +3.38K | 0.05% |
| Congress Wealth Management LLC / DE / | 25.38K | Jun 30, 25 | +2.03K | 0.03% |
| Delta Financial Group, Inc. | 11.67K | Mar 31, 25 | +526 | 0.01% |
| Riggs Capital Management LLC | 13.91K | Dec 31, 24 | +13.91K | 0.02% |
| WR Wealth Planners, LLC | 3.66K | Dec 31, 24 | -1.86K | 0.00% |
| Raymond James Financial Services Advisors, Inc. | 297.19K | Sep 30, 24 | +200.16K | 0.33% |
| RAYMOND JAMES TRUST N.A. | 15.06K | Sep 30, 24 | +15.06K | 0.02% |
| RAYMOND JAMES & ASSOCIATES | 11.45K | Sep 30, 24 | +11.45K | 0.01% |
| BENJAMIN F. EDWARDS & COMPANY, INC. | 121.69K | Jun 30, 24 | -212 | 0.13% |
| Cetera Advisor Networks LLC | 600.45K | Mar 31, 24 | +15.75K | 0.66% |
| Cetera Advisors LLC | 159.21K | Mar 31, 24 | +1.50K | 0.17% |
| Simplicity Solutions, LLC | 36.34K | Dec 31, 23 | -200 | 0.04% |