Holdings Channel



Quotes delayed 20 minutes

Email EnvelopeFree CGSD Email Alerts:
Get Dividend Alerts
Get SEC Filing Alerts

Institutional Holders of CGSD

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.

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.127,084$3,234 12/31/2023
     CGSD127,084$3,234 12/31/2023
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 CO107,282$2,730 12/31/2023
     CGSD107,282$2,730 12/31/2023
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.69,373$1,763 12/31/2023
     CGSD69,373$1,763 12/31/2023
Avantax Advisory Services Inc.67,788$1,725 12/31/2023
     CGSD67,788$1,725 12/31/2023
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
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
Allworth Financial LP19,159$488 12/31/2023
     CGSD19,159$488 12/31/2023
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

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

Institutional Holders of CGSD | www.HoldingsChannel.com | Copyright © 2013 - 2024, All Rights Reserved

Nothing in Holdings Channel is intended to be investment advice, nor does it represent the opinion of, counsel from, or recommendations by BNK Invest Inc. or any of its affiliates, subsidiaries or partners. None of the information contained herein constitutes a recommendation that any particular security, portfolio, transaction, or investment strategy is suitable for any specific person. All viewers agree that under no circumstances will BNK Invest, Inc,. its subsidiaries, partners, officers, employees, affiliates, or agents be held liable for any loss or damage caused by your reliance on information obtained. By visiting, using or viewing this site, you agree to the following Full Disclaimer & Terms of Use and Privacy Policy. Video widget and market videos powered by Market News Video. Quote and option data delayed at least 15 minutes; stock quote data powered by Ticker Technologies, and Mergent. Contact Holdings Channel; Meet Our Editorial Staff.