CGVV(CGVV)
CGVV
Institutional Ownership
Top 41 Institutional Holders
| Holder | Shares | Date | Change | % Held |
|---|---|---|---|---|
| Concurrent Investment Advisors, LLC | 600.70K | Jun 30, 26 | +41.49K | 46.26% |
| Capital International Investors | 550.00K | Jun 30, 26 | -450.00K | 42.35% |
| Capital Group Private Client Services, Inc. | 525.34K | Jun 30, 26 | +95.21K | 40.45% |
| VVR Holdings LLC | 417.65K | Jun 30, 26 | +51.08K | 32.16% |
| RM Financial Services, LLC | 229.30K | Jun 30, 26 | +41.89K | 17.66% |
| ADVISOR GROUP HOLDINGS, INC. | 152.32K | Jun 30, 26 | +63.19K | 11.73% |
| ENVESTNET ASSET MANAGEMENT INC | 151.97K | Jun 30, 26 | +131.00K | 11.70% |
| LPL Financial LLC | 146.51K | Jun 30, 26 | +146.51K | 11.28% |
| MML INVESTORS SERVICES, LLC | 129.51K | Jun 30, 26 | +112.21K | 9.97% |
| J. Derek Lewis & Associates Inc. | 42.09K | Jun 30, 26 | +23.74K | 3.24% |
| Fearless Solutions, LLC dba Best Invest | 32.72K | Jun 30, 26 | +15.58K | 2.52% |
| Cambridge Investment Research Advisors, Inc. | 29.93K | Jun 30, 26 | +9.82K | 2.31% |
| Sigma Planning Corp | 27.00K | Jun 30, 26 | +2.00K | 2.08% |
| BHK Investment Advisors, LLC | 26.82K | Jun 30, 26 | +5.59K | 2.07% |
| COMMONWEALTH EQUITY SERVICES, LLC | 25.55K | Jun 30, 26 | +3.06K | 1.97% |
| GOLDMAN SACHS GROUP INC | 17.86K | Jun 30, 26 | -8.17K | 1.38% |
| CMC Financial Group | 17.69K | Jun 30, 26 | -12.68K | 1.36% |
| Beacon Financial Advisory LLC | 12.12K | Jun 30, 26 | +12.12K | 0.93% |
| Kestra Advisory Services, LLC | 8.49K | Jun 30, 26 | +8.49K | 0.65% |
| Confluence Wealth Services, Inc. | 8.32K | Jun 30, 26 | +9 | 0.64% |
| Junk Investment Group, LLC | 8.25K | Jun 30, 26 | +284 | 0.64% |
| Valmark Advisers, Inc. | 7.80K | Jun 30, 26 | +7.80K | 0.60% |
| JANE STREET GROUP, LLC | 7.64K | Jun 30, 26 | -190 | 0.59% |
| NWF Advisory Services Inc. | 6.81K | Jun 30, 26 | +6.81K | 0.52% |
| Equitable Holdings, Inc. | 6.69K | Jun 30, 26 | +6.69K | 0.52% |
| Integrated Wealth Concepts LLC | 4.10K | Jun 30, 26 | +4.10K | 0.32% |
| BARRETT & COMPANY, INC. | 3.00K | Jun 30, 26 | -- | 0.23% |
| HARBOUR INVESTMENTS, INC. | 2.81K | Jun 30, 26 | +300 | 0.22% |
| Global Retirement Partners, LLC | 2.05K | Jun 30, 26 | +2.05K | 0.16% |
| ROTHSCHILD INVESTMENT LLC | 1.95K | Jun 30, 26 | +150 | 0.15% |
| EverSource Wealth Advisors, LLC | 1.94K | Jun 30, 26 | -- | 0.15% |
| Capital Investment Advisory Services, LLC | 1.73K | Jun 30, 26 | +1.73K | 0.13% |
| Larson Financial Group LLC | 1.28K | Jun 30, 26 | +270 | 0.10% |
| SITTNER & NELSON, LLC | 938 | Jun 30, 26 | -- | 0.07% |
| ROYAL BANK OF CANADA | 367 | Jun 30, 26 | -1.21K | 0.03% |
| NewEdge Advisors, LLC | 36 | Jun 30, 26 | +36 | 0.00% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 16 | Jun 30, 26 | +8 | 0.00% |
| Advisory Services Network, LLC | -- | Jun 30, 26 | -6.22K | -- |
| Ameritas Advisory Services, LLC | -- | Jun 30, 26 | -813 | -- |
| Sunbelt Securities, Inc. | 2.94K | Mar 31, 26 | +964 | 0.23% |
| CWM, LLC | 524 | Mar 31, 26 | +524 | 0.04% |
