CGV institutional holders
TWO RDS SHARED TR · 13F, 2026Q2
| Managers holding | 17 |
|---|---|
| Shares held | 5,284,447 |
| Reported value | $81.8m |
| Quarter flows | 6 new, 9 added, 2 trimmed, 1 exited |
Top 17 holders
| Manager | Shares | Value | % of manager's 13F |
|---|---|---|---|
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 2,010,845 | $31.0m | 0.1% |
| Focus Partners Wealth | 843,694 | $13.1m | 0.0% |
| Cetera Investment Advisers | 614,452 | $9.5m | 0.0% |
| WADDELL & ASSOCIATES, LLC | 401,712 | $6.2m | 0.3% |
| Mariner, LLC | 297,945 | $4.6m | 0.0% |
| TRUIST FINANCIAL CORP | 292,340 | $4.5m | 0.0% |
| ENVESTNET ASSET MANAGEMENT INC | 278,866 | $4.3m | 0.0% |
| Brightwater Advisory LLC | 242,109 | $3.8m | 2.4% |
| LPL Financial LLC | 155,578 | $2.4m | 0.0% |
| COMMONWEALTH EQUITY SERVICES, LLC | 56,845 | $882,820 | 0.0% |
| CARY STREET PARTNERS FINANCIAL LLC | 44,122 | $685,231 | 0.0% |
| Quantinno Capital Management LP | 20,113 | $312,359 | 0.0% |
| CITADEL ADVISORS LLC | 17,433 | $270,738 | 0.0% |
| MATHER GROUP, LLC. | 4,046 | $62,835 | 0.0% |
| Farther Finance Advisors, LLC | 3,255 | $50,551 | 0.0% |
| FIFTH THIRD BANCORP | 1,011 | $15,701 | 0.0% |
| UBS Group AG | 81 | $1,258 | 0.0% |
Every holder, line by line, and the full history since 2013: yf.Client().holders("CGV"). CGV price history · All 13F data