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Institutional Holders of CACG
HolderAmountPosition Size
($ in 1000's)
 As of
Morgan Stanley270,574$12,749 12/31/2023
     CACG270,574$12,749 12/31/2023
Stifel Financial Corp122,544$5,774 12/31/2023
     CACG122,544$5,774 12/31/2023
Raymond James Financial Services Advisors Inc.97,837$5,095 03/31/2024
     CACG97,837$5,095 03/31/2024
Janney Montgomery Scott LLC90,003$4,687 03/31/2024
     CACG90,003$4,687 03/31/2024
Cambridge Investment Research Advisors Inc.62,512$3,256 03/31/2024
     CACG62,512$3,256 03/31/2024
Barnes Pettey Financial Advisors LLC57,145$2,693 12/31/2023
     CACG57,145$2,693 12/31/2023
Envestnet Asset Management Inc.53,202$2,507 12/31/2023
     CACG53,202$2,507 12/31/2023
Royal Bank of Canada46,232$2,178 12/31/2023
     CACG46,232$2,178 12/31/2023
UBS Group AG44,270$2,086 12/31/2023
     CACG44,270$2,086 12/31/2023
LPL Financial LLC41,436$1,952 12/31/2023
     CACG41,436$1,952 12/31/2023
Truist Financial Corp36,942$1,741 12/31/2023
     CACG36,942$1,741 12/31/2023
IHT Wealth Management LLC32,357$1,525 12/31/2023
     CACG32,357$1,525 12/31/2023
Arden Trust Co28,617$1,490 03/31/2024
     CACG28,617$1,490 03/31/2024
Avantax Advisory Services Inc.25,220$1,188 12/31/2023
     CACG25,220$1,188 12/31/2023
GWM Advisors LLC21,751$1,025 12/31/2023
     CACG21,751$1,025 12/31/2023
Cetera Advisor Networks LLC20,461$964 12/31/2023
     CACG20,461$964 12/31/2023
Private Advisor Group LLC17,891$932 03/31/2024
     CACG17,891$932 03/31/2024
Gladstone Institutional Advisory LLC18,500$872 12/31/2023
     CACG18,500$872 12/31/2023
Raymond James & Associates15,438$804 03/31/2024
     CACG15,438$804 03/31/2024
Susquehanna International Group LLP13,600$641 12/31/2023
     CACG13,600$641 12/31/2023
Stephens Inc. AR11,547$544 12/31/2023
     CACG11,547$544 12/31/2023
Atlas Private Wealth Advisors9,190$433 12/31/2023
     CACG9,190$433 12/31/2023
CENTRAL TRUST Co8,196$427 03/31/2024
     CACG8,196$427 03/31/2024
PFG Investments LLC6,810$355 03/31/2024
     CACG6,810$355 03/31/2024
Wedbush Securities Inc.6,740$318 12/31/2023
     CACG6,740$318 12/31/2023
Creative Planning6,746$318 12/31/2023
     CACG6,746$318 12/31/2023
Townsend Asset Management Corp NC ADV5,345$278 03/31/2024
     CACG5,345$278 03/31/2024
Investment Partners Asset Management Inc.5,300$276 03/31/2024
     CACG5,300$276 03/31/2024
Prospera Financial Services Inc4,734$223 12/31/2023
     CACG4,734$223 12/31/2023
Advisor Group Holdings Inc.4,187$197 12/31/2023
     CACG4,187$197 12/31/2023
Northwestern Mutual Wealth Management Co.1,083$51 12/31/2023
     CACG1,083$51 12/31/2023
Sunbelt Securities Inc.498$26 03/31/2024
     CACG498$26 03/31/2024
NBC Securities Inc.450$23 03/31/2024
     CACG450$23 03/31/2024
Legacy Bridge LLC200$10 03/31/2024
     CACG200$10 03/31/2024
Steward Partners Investment Advisory LLC200$9 12/31/2023
     CACG200$9 12/31/2023
Wells Fargo & Company MN15$1 12/31/2023
     CACG15$1 12/31/2023
Proequities Inc.0$0 03/31/2024
     CACG0$0 03/31/2024

See All: Funds Holding CACG
See Details: Top 10 Hedge Funds Holding CACG
Also See: CACG Holdings Changes

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