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Funds Holding CGSD

On this page, we present all of the funds holding CGSD from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding CGSD, with a link to that fund's top holdings. The next columns indicate the amount of CGSD stock held by each of the funds holding CGSD, followed by the CGSD position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 71 funds holding CGSD within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by McIlrath & Eck LLC. For more details on the positions held by McIlrath & Eck LLC (or by any of the other funds holding CGSD), click the fund name in the "Holder" column of the funds-holding-CGSD table below.

HolderAmountPosition Size
($ in 1000's)
 As of
McIlrath & Eck LLC1,334,216$33,956 12/31/2023
     CGSD1,334,216$33,956 12/31/2023
Commonwealth Equity Services LLC1,244,297$31,667 12/31/2023
     CGSD1,244,297$31,667 12/31/2023
Cetera Advisor Networks LLC584,699$14,881 12/31/2023
     CGSD584,699$14,881 12/31/2023
LPL Financial LLC529,589$13,478 12/31/2023
     CGSD529,589$13,478 12/31/2023
Advisor Group Holdings Inc.507,181$12,908 12/31/2023
     CGSD507,181$12,908 12/31/2023
Lincoln National Corp422,307$10,748 12/31/2023
     CGSD422,307$10,748 12/31/2023
Bridgewealth Advisory Group LLC408,949$10,385 03/31/2024
     CGSD408,949$10,385 03/31/2024
Jane Street Group LLC329,478$8,385 12/31/2023
     CGSD329,478$8,385 12/31/2023
Envestnet Asset Management Inc.251,968$6,413 12/31/2023
     CGSD251,968$6,413 12/31/2023
UBS Group AG237,242$6,038 12/31/2023
     CGSD237,242$6,038 12/31/2023
Souders Financial Advisors205,485$5,230 12/31/2023
     CGSD205,485$5,230 12/31/2023
New England Capital Financial Advisors LLC198,246$5,045 12/31/2023
     CGSD198,246$5,045 12/31/2023
Capital Group Private Client Services Inc.172,722$4,396 12/31/2023
     CGSD172,722$4,396 12/31/2023
Cetera Advisors LLC157,705$4,014 12/31/2023
     CGSD157,705$4,014 12/31/2023
Cetera Investment Advisers153,736$3,913 12/31/2023
     CGSD153,736$3,913 12/31/2023
Cambridge Investment Research Advisors Inc.140,943$3,579 03/31/2024
     CGSD140,943$3,579 03/31/2024
Capital International Investors120,000$3,054 12/31/2023
     CGSD120,000$3,054 12/31/2023
BlackDiamond Wealth Management Inc.116,289$2,960 12/31/2023
     CGSD116,289$2,960 12/31/2023
International Assets Investment Management LLC111,881$2,837 03/31/2024
     CGSD111,881$2,837 03/31/2024
SOL Capital Management CO111,392$2,829 03/31/2024
     CGSD111,392$2,829 03/31/2024
MML Investors Services LLC104,334$2,655 12/31/2023
     CGSD104,334$2,655 12/31/2023
Stifel Financial Corp102,182$2,600 12/31/2023
     CGSD102,182$2,600 12/31/2023
Benjamin F. Edwards & Company Inc.99,820$2,540 12/31/2023
     CGSD99,820$2,540 12/31/2023
Lodestone Wealth Management LLC95,476$2,430 12/31/2023
     CGSD95,476$2,430 12/31/2023
Atria Wealth Solutions Inc.82,390$2,097 12/31/2023
     CGSD82,390$2,097 12/31/2023
Financial Management Network Inc.74,958$1,907 03/31/2024
     CGSD74,958$1,907 03/31/2024
Avantax Advisory Services Inc.67,788$1,725 12/31/2023
     CGSD67,788$1,725 12/31/2023
Raymond James Financial Services Advisors Inc.64,342$1,634 03/31/2024
     CGSD64,342$1,634 03/31/2024
Inspire Advisors LLC57,554$1,465 12/31/2023
     CGSD57,554$1,465 12/31/2023
Royal Bank of Canada56,515$1,438 12/31/2023
     CGSD56,515$1,438 12/31/2023
Kestra Advisory Services LLC54,920$1,398 12/31/2023
     CGSD54,920$1,398 12/31/2023
DeDora Capital Inc.54,882$1,394 03/31/2024
     CGSD54,882$1,394 03/31/2024
Bay Colony Advisory Group Inc d b a Bay Colony Advisors52,488$1,336 12/31/2023
     CGSD52,488$1,336 12/31/2023
Mariner LLC44,734$1,138 12/31/2023
     CGSD44,734$1,138 12/31/2023
WNY Asset Management LLC39,365$1,002 12/31/2023
     CGSD39,365$1,002 12/31/2023
Harbour Investments Inc.39,227$998 12/31/2023
     CGSD39,227$998 12/31/2023
Simplicity Wealth LLC37,119$943 03/31/2024
     CGSD37,119$943 03/31/2024
Sawtooth Solutions LLC36,336$925 12/31/2023
     CGSD36,336$925 12/31/2023
Bleakley Financial Group LLC36,336$925 12/31/2023
     CGSD36,336$925 12/31/2023
OLD Mission Capital LLC34,815$886 12/31/2023
     CGSD34,815$886 12/31/2023
Mutual Advisors LLC30,082$766 12/31/2023
     CGSD30,082$766 12/31/2023
Aptus Capital Advisors LLC29,450$750 12/31/2023
     CGSD29,450$750 12/31/2023
Guardian Wealth Advisors LLC NC29,450$750 12/31/2023
     CGSD29,450$750 12/31/2023
Private Advisor Group LLC21,148$538 12/31/2023
     CGSD21,148$538 12/31/2023
NBC Securities Inc.20,286$515 03/31/2024
     CGSD20,286$515 03/31/2024
Wealth Enhancement Advisory Services LLC17,136$435 03/31/2024
     CGSD17,136$435 03/31/2024
Janney Montgomery Scott LLC14,681$374 12/31/2023
     CGSD14,681$374 12/31/2023
DAVENPORT & Co LLC13,727$349 12/31/2023
     CGSD13,727$349 12/31/2023
Sowell Financial Services LLC13,647$349 12/31/2023
     CGSD13,647$349 12/31/2023
HRT Financial LP12,941$329 12/31/2023
     CGSD12,941$329 12/31/2023
Garrett Investment Advisors LLC12,817$325 03/31/2024
     CGSD12,817$325 03/31/2024
Trilogy Capital Inc.11,090$282 03/31/2024
     CGSD11,090$282 03/31/2024
Allworth Financial LP11,078$281 03/31/2024
     CGSD11,078$281 03/31/2024
Western Wealth Management LLC10,761$274 12/31/2023
     CGSD10,761$274 12/31/2023
Burford Brothers Inc.10,693$272 12/31/2023
     CGSD10,693$272 12/31/2023
ST Germain D J Co. Inc.10,225$260 03/31/2024
     CGSD10,225$260 03/31/2024
Moloney Securities Asset Management LLC10,000$254 12/31/2023
     CGSD10,000$254 12/31/2023
Northwestern Mutual Wealth Management Co.9,655$246 12/31/2023
     CGSD9,655$246 12/31/2023
Daymark Wealth Partners LLC9,104$231 03/31/2024
     CGSD9,104$231 03/31/2024
SageView Advisory Group LLC8,861$227 12/31/2023
     CGSD8,861$227 12/31/2023
Oppenheimer & Co. Inc.8,700$221 12/31/2023
     CGSD8,700$221 12/31/2023
Principal Securities Inc.8,300$211 12/31/2023
     CGSD8,300$211 12/31/2023
Wetherby Asset Management Inc.7,950$202 12/31/2023
     CGSD7,950$202 12/31/2023
Proequities Inc.6,725$172 12/31/2023
     CGSD6,725$172 12/31/2023
Tradition Wealth Management LLC4,000$102 12/31/2023
     CGSD4,000$102 12/31/2023
Morgan Stanley1,782$45 12/31/2023
     CGSD1,782$45 12/31/2023
Advisory Services Network LLC1,500$38 12/31/2023
     CGSD1,500$38 12/31/2023
Wells Fargo & Company MN1,161$30 12/31/2023
     CGSD1,161$30 12/31/2023
Private Trust Co. NA1,000$25 03/31/2024
     CGSD1,000$25 03/31/2024
Signature Resources Capital Management LLC873$22 03/31/2024
     CGSD873$22 03/31/2024
IFP Advisors Inc818$21 12/31/2023
     CGSD818$21 12/31/2023
JPMorgan Chase & Co.0$0 12/31/2023
     CGSD0$0 12/31/2023

See Summary: Institutional Holders of CGSD
See Details: Top 10 Hedge Funds Holding CGSD
Also See: CGSD Holdings Changes

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