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There is a long list of 69 institutional holders of CGSD within
the last two holding periods in our database of 13F filers, so we've sorted through to present to you just the top 50 institutional holders of CGSD by largest
to smallest position reported in the institutional investor's latest 13F filing. In the institutional-holders-of-CGSD table below,
the initial column indicates the name of each top institutional holder of CGSD, with a link to that fund's top holdings. The next columns
indicate the amount of CGSD stock held by each of the institutional holders of CGSD, followed by the CGSD position size held by the institution, and finally the
date of the quarterly 13F filing period the holdings data represents for that institution.
Holder | Amount | Position Size
($ in 1000's) | As of |
McIlrath & Eck LLC | 1,334,216 | $33,956 | 12/31/2023 | CGSD | 1,334,216 | $33,956 | 12/31/2023 | Commonwealth Equity Services LLC | 1,244,297 | $31,667 | 12/31/2023 | CGSD | 1,244,297 | $31,667 | 12/31/2023 | Cetera Advisor Networks LLC | 584,699 | $14,881 | 12/31/2023 | CGSD | 584,699 | $14,881 | 12/31/2023 | LPL Financial LLC | 529,589 | $13,478 | 12/31/2023 | CGSD | 529,589 | $13,478 | 12/31/2023 | Advisor Group Holdings Inc. | 507,181 | $12,908 | 12/31/2023 | CGSD | 507,181 | $12,908 | 12/31/2023 | Lincoln National Corp | 422,307 | $10,748 | 12/31/2023 | CGSD | 422,307 | $10,748 | 12/31/2023 | Bridgewealth Advisory Group LLC | 408,949 | $10,385 | 03/31/2024 | CGSD | 408,949 | $10,385 | 03/31/2024 | Jane Street Group LLC | 329,478 | $8,385 | 12/31/2023 | CGSD | 329,478 | $8,385 | 12/31/2023 | Envestnet Asset Management Inc. | 251,968 | $6,413 | 12/31/2023 | CGSD | 251,968 | $6,413 | 12/31/2023 | UBS Group AG | 237,242 | $6,038 | 12/31/2023 | CGSD | 237,242 | $6,038 | 12/31/2023 | Souders Financial Advisors | 205,485 | $5,230 | 12/31/2023 | CGSD | 205,485 | $5,230 | 12/31/2023 | New England Capital Financial Advisors LLC | 198,246 | $5,045 | 12/31/2023 | CGSD | 198,246 | $5,045 | 12/31/2023 | Capital Group Private Client Services Inc. | 172,722 | $4,396 | 12/31/2023 | CGSD | 172,722 | $4,396 | 12/31/2023 | Cetera Advisors LLC | 157,705 | $4,014 | 12/31/2023 | CGSD | 157,705 | $4,014 | 12/31/2023 | Cetera Investment Advisers | 153,736 | $3,913 | 12/31/2023 | CGSD | 153,736 | $3,913 | 12/31/2023 | Cambridge Investment Research Advisors Inc. | 127,084 | $3,234 | 12/31/2023 | CGSD | 127,084 | $3,234 | 12/31/2023 | Capital International Investors | 120,000 | $3,054 | 12/31/2023 | CGSD | 120,000 | $3,054 | 12/31/2023 | BlackDiamond Wealth Management Inc. | 116,289 | $2,960 | 12/31/2023 | CGSD | 116,289 | $2,960 | 12/31/2023 | International Assets Investment Management LLC | 111,881 | $2,837 | 03/31/2024 | CGSD | 111,881 | $2,837 | 03/31/2024 | SOL Capital Management CO | 107,282 | $2,730 | 12/31/2023 | CGSD | 107,282 | $2,730 | 12/31/2023 | MML Investors Services LLC | 104,334 | $2,655 | 12/31/2023 | CGSD | 104,334 | $2,655 | 12/31/2023 | Stifel Financial Corp | 102,182 | $2,600 | 12/31/2023 | CGSD | 102,182 | $2,600 | 12/31/2023 | Benjamin F. Edwards & Company Inc. | 99,820 | $2,540 | 12/31/2023 | CGSD | 99,820 | $2,540 | 12/31/2023 | Lodestone Wealth Management LLC | 95,476 | $2,430 | 12/31/2023 | CGSD | 95,476 | $2,430 | 12/31/2023 | Atria Wealth Solutions Inc. | 82,390 | $2,097 | 12/31/2023 | CGSD | 82,390 | $2,097 | 12/31/2023 | Financial Management Network Inc. | 69,373 | $1,763 | 12/31/2023 | CGSD | 69,373 | $1,763 | 12/31/2023 | Avantax Advisory Services Inc. | 67,788 | $1,725 | 12/31/2023 | CGSD | 67,788 | $1,725 | 12/31/2023 | Inspire Advisors LLC | 57,554 | $1,465 | 12/31/2023 | CGSD | 57,554 | $1,465 | 12/31/2023 | Royal Bank of Canada | 56,515 | $1,438 | 12/31/2023 | CGSD | 56,515 | $1,438 | 12/31/2023 | Kestra Advisory Services LLC | 54,920 | $1,398 | 12/31/2023 | CGSD | 54,920 | $1,398 | 12/31/2023 | DeDora Capital Inc. | 54,882 | $1,394 | 03/31/2024 | CGSD | 54,882 | $1,394 | 03/31/2024 | Bay Colony Advisory Group Inc d b a Bay Colony Advisors | 52,488 | $1,336 | 12/31/2023 | CGSD | 52,488 | $1,336 | 12/31/2023 | Mariner LLC | 44,734 | $1,138 | 12/31/2023 | CGSD | 44,734 | $1,138 | 12/31/2023 | WNY Asset Management LLC | 39,365 | $1,002 | 12/31/2023 | CGSD | 39,365 | $1,002 | 12/31/2023 | Harbour Investments Inc. | 39,227 | $998 | 12/31/2023 | CGSD | 39,227 | $998 | 12/31/2023 | Sawtooth Solutions LLC | 36,336 | $925 | 12/31/2023 | CGSD | 36,336 | $925 | 12/31/2023 | Bleakley Financial Group LLC | 36,336 | $925 | 12/31/2023 | CGSD | 36,336 | $925 | 12/31/2023 | OLD Mission Capital LLC | 34,815 | $886 | 12/31/2023 | CGSD | 34,815 | $886 | 12/31/2023 | Mutual Advisors LLC | 30,082 | $766 | 12/31/2023 | CGSD | 30,082 | $766 | 12/31/2023 | Aptus Capital Advisors LLC | 29,450 | $750 | 12/31/2023 | CGSD | 29,450 | $750 | 12/31/2023 | Guardian Wealth Advisors LLC NC | 29,450 | $750 | 12/31/2023 | CGSD | 29,450 | $750 | 12/31/2023 | Private Advisor Group LLC | 21,148 | $538 | 12/31/2023 | CGSD | 21,148 | $538 | 12/31/2023 | NBC Securities Inc. | 20,286 | $515 | 03/31/2024 | CGSD | 20,286 | $515 | 03/31/2024 | Allworth Financial LP | 19,159 | $488 | 12/31/2023 | CGSD | 19,159 | $488 | 12/31/2023 | Wealth Enhancement Advisory Services LLC | 17,136 | $435 | 03/31/2024 | CGSD | 17,136 | $435 | 03/31/2024 | Janney Montgomery Scott LLC | 14,681 | $374 | 12/31/2023 | CGSD | 14,681 | $374 | 12/31/2023 | DAVENPORT & Co LLC | 13,727 | $349 | 12/31/2023 | CGSD | 13,727 | $349 | 12/31/2023 | Sowell Financial Services LLC | 13,647 | $349 | 12/31/2023 | CGSD | 13,647 | $349 | 12/31/2023 | HRT Financial LP | 12,941 | $329 | 12/31/2023 | CGSD | 12,941 | $329 | 12/31/2023 | Garrett Investment Advisors LLC | 12,817 | $325 | 03/31/2024 | CGSD | 12,817 | $325 | 03/31/2024 |
See All: Funds Holding CGSD
See Details: Top 10 Hedge Funds Holding CGSD
Also See: CGSD Holdings Changes
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