CGV

Institutional Ownership

Top 21 Institutional Holders
HolderSharesDateChange% Held
Farther Finance Advisors, LLC--Sep 30, 26-3.25K--
MATHER GROUP, LLC.--Sep 30, 26-4.05K--
Colony Group, LLC843.69KJun 30, 26+55.98K9.76%
Cetera Investment Advisers614.45KJun 30, 26+15.79K7.10%
WADDELL & ASSOCIATES, LLC401.71KJun 30, 26+2.18K4.64%
Mariner, LLC297.94KJun 30, 26+2.96K3.45%
TRUIST FINANCIAL CORP292.34KJun 30, 26+172.34K3.38%
ENVESTNET ASSET MANAGEMENT INC278.87KJun 30, 26+171.87K3.22%
Brightwater Advisory LLC242.11KJun 30, 26-3.47K2.80%
LPL Financial LLC155.58KJun 30, 26+11.12K1.80%
COMMONWEALTH EQUITY SERVICES, LLC56.84KJun 30, 26-11.71K0.66%
CARY STREET PARTNERS FINANCIAL LLC44.12KJun 30, 26+2.41K0.51%
Quantinno Capital Management LP20.11KJun 30, 26+20.11K0.23%
CITADEL ADVISORS LLC17.43KJun 30, 26+17.43K0.20%
MATHER GROUP, LLC.4.05KJun 30, 26+4.05K0.05%
FIFTH THIRD BANCORP1.01KJun 30, 26+1.01K0.01%
UBS Group AG81Jun 30, 26+810.00%
JANE STREET GROUP, LLC--Jun 30, 26-13.88K--
Cetera Advisors LLC746.00KMar 31, 24-19.40K8.63%
InterOcean Capital Group, LLC529.54KMar 31, 24+78.21K6.12%
ACG Wealth11.36KSep 30, 22+11.36K0.13%

Latest holdings as of Funds file quarterly, up to 45 days after quarter end; this page refreshes weeklyAbout this data

Data is provided for informational purposes only and does not constitute investment advice. Past performance is not indicative of future results.