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Institutional Holders of CGUS

There is a long list of 193 institutional holders of CGUS 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 CGUS by largest to smallest position reported in the institutional investor's latest 13F filing. In the institutional-holders-of-CGUS table below, the initial column indicates the name of each top institutional holder of CGUS, with a link to that fund's top holdings. The next columns indicate the amount of CGUS stock held by each of the institutional holders of CGUS, followed by the CGUS 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
LPL Financial LLC4,029,984$125,574 03/31/2024
     CGUS4,029,984$125,574 03/31/2024
Envestnet Asset Management Inc.4,196,573$118,763 12/31/2023
     CGUS4,196,573$118,763 12/31/2023
Capital Group Private Client Services Inc.3,213,646$90,946 12/31/2023
     CGUS3,213,646$90,946 12/31/2023
Commonwealth Equity Services LLC1,980,602$61,716 03/31/2024
     CGUS1,980,602$61,716 03/31/2024
Northwestern Mutual Wealth Management Co.1,790,428$50,669 12/31/2023
     CGUS1,790,428$50,669 12/31/2023
Raymond James & Associates1,540,432$48,000 03/31/2024
     CGUS1,540,432$48,000 03/31/2024
Raymond James Financial Services Advisors Inc.1,505,561$46,913 03/31/2024
     CGUS1,505,561$46,913 03/31/2024
Wells Fargo & Company MN1,447,676$45,110 03/31/2024
     CGUS1,447,676$45,110 03/31/2024
Cambridge Investment Research Advisors Inc.1,421,771$44,302 03/31/2024
     CGUS1,421,771$44,302 03/31/2024
MML Investors Services LLC1,273,050$36,027 12/31/2023
     CGUS1,273,050$36,027 12/31/2023
Advisor Group Holdings Inc.1,098,537$34,231 03/31/2024
     CGUS1,098,537$34,231 03/31/2024
Baird Financial Group Inc.894,046$25,302 12/31/2023
     CGUS894,046$25,302 12/31/2023
Cetera Advisors LLC872,320$24,687 12/31/2023
     CGUS872,320$24,687 12/31/2023
CWM LLC763,794$23,800 03/31/2024
     CGUS763,794$23,800 03/31/2024
Souders Financial Advisors739,622$23,047 03/31/2024
     CGUS739,622$23,047 03/31/2024
Midwest Heritage Bank FSB721,613$22,485 03/31/2024
     CGUS721,613$22,485 03/31/2024
Assetmark Inc.717,511$22,358 03/31/2024
     CGUS717,511$22,358 03/31/2024
Cetera Investment Advisers735,669$20,819 12/31/2023
     CGUS735,669$20,819 12/31/2023
TCG Advisory Services LLC629,922$19,628 03/31/2024
     CGUS629,922$19,628 03/31/2024
Royal Bank of Canada685,697$19,406 12/31/2023
     CGUS685,697$19,406 12/31/2023
Wealth Enhancement Advisory Services LLC588,264$18,330 03/31/2024
     CGUS588,264$18,330 03/31/2024
Summit Investment Advisory Services LLC571,128$17,796 03/31/2024
     CGUS571,128$17,796 03/31/2024
Stifel Financial Corp423,813$11,994 12/31/2023
     CGUS423,813$11,994 12/31/2023
Private Advisor Group LLC366,986$11,435 03/31/2024
     CGUS366,986$11,435 03/31/2024
Strategic Blueprint LLC351,533$10,954 03/31/2024
     CGUS351,533$10,954 03/31/2024
UBS Group AG378,769$10,719 12/31/2023
     CGUS378,769$10,719 12/31/2023
Orion Portfolio Solutions LLC331,264$10,322 03/31/2024
     CGUS331,264$10,322 03/31/2024
Lincoln National Corp322,800$10,058 03/31/2024
     CGUS322,800$10,058 03/31/2024
Vantage Financial Partners Ltd. Inc.346,377$9,802 12/31/2023
     CGUS346,377$9,802 12/31/2023
Janney Montgomery Scott LLC312,680$9,743 03/31/2024
     CGUS312,680$9,743 03/31/2024
Envestnet Portfolio Solutions Inc.311,362$9,702 03/31/2024
     CGUS311,362$9,702 03/31/2024
Kestra Advisory Services LLC333,956$9,451 12/31/2023
     CGUS333,956$9,451 12/31/2023
Harbour Investments Inc.306,731$8,680 12/31/2023
     CGUS306,731$8,680 12/31/2023
Cetera Advisor Networks LLC298,965$8,461 12/31/2023
     CGUS298,965$8,461 12/31/2023
Advisory Services Network LLC268,123$8,355 03/31/2024
     CGUS268,123$8,355 03/31/2024
D.A. Davidson & CO.291,485$8,249 12/31/2023
     CGUS291,485$8,249 12/31/2023
Jane Street Group LLC274,910$7,780 12/31/2023
     CGUS274,910$7,780 12/31/2023
Cary Street Partners Investment Advisory LLC244,504$7,619 03/31/2024
     CGUS244,504$7,619 03/31/2024
Wiley BROS. Aintree Capital LLC244,578$7,592 03/31/2024
     CGUS244,578$7,592 03/31/2024
Sunbelt Securities Inc.242,525$7,557 03/31/2024
     CGUS242,525$7,557 03/31/2024
Benjamin F. Edwards & Company Inc.234,264$7,300 03/31/2024
     CGUS234,264$7,300 03/31/2024
GWM Advisors LLC245,327$6,960 12/31/2023
     CGUS245,327$6,960 12/31/2023
Wealthcare Advisory Partners LLC221,288$6,895 03/31/2024
     CGUS221,288$6,895 03/31/2024
Vestmark Advisory Solutions Inc.241,533$6,835 12/31/2023
     CGUS241,533$6,835 12/31/2023
FinDec Wealth Services Inc.238,710$6,756 12/31/2023
     CGUS238,710$6,756 12/31/2023
Valmark Advisers Inc.196,238$6,115 03/31/2024
     CGUS196,238$6,115 03/31/2024
Atria Wealth Solutions Inc.215,350$6,106 12/31/2023
     CGUS215,350$6,106 12/31/2023
Aptus Capital Advisors LLC213,080$6,030 12/31/2023
     CGUS213,080$6,030 12/31/2023
Renaissance Technologies LLC185,600$5,252 12/31/2023
     CGUS185,600$5,252 12/31/2023
Bridgewealth Advisory Group LLC156,243$4,869 03/31/2024
     CGUS156,243$4,869 03/31/2024

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

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