CGBD

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$10.19

-0.15 (-1.45%)

USD · as of 2026-07-29 · marketstack

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Institutional ownership· 13F filers holding CGBD · 2026-Q1 methodology → sources →

154 holders

% of shares outstanding held

—

Shares held (13F)

25,523,895

Reporting holders

154

Top holders

largest 100 of 154 · Δ vs 2025-Q4

#	Holder	Shares	Value	% of shares out	Δ QoQ
1	Creative Planning	3,231,9863.2M	$35M	—	TRIM -7%
2	MORGAN STANLEY	2,634,7812.6M	$29M	—	ADD 2%
3	CHOREO, LLC	1,388,2241.4M	$16M	—	—
4	VAN ECK ASSOCIATES CORP	1,312,4711.3M	$14M	—	TRIM -22%
5	Invesco Ltd.	1,310,8231.3M	$14M	—	ADD 48%
6	RIVERNORTH CAPITAL MANAGEMENT, LLC	1,272,5071.3M	$14M	—	TRIM -33%
7	UBS Group AG	1,236,5531.2M	$14M	—	ADD 43%
8	Muzinich & Co., Inc.	737,744737,744	$8M	—	—
9	TWO SIGMA INVESTMENTS, LP	630,918630,918	$7M	—	TRIM -14%
10	Russell Investments Group, Ltd.	587,183587,183	$6M	—	ADD 190%
11	Legal & General Group Plc	551,582551,582	$6M	—	ADD 6%
12	Mariner, LLC	548,525548,525	$6M	—	—
13	Sumitomo Mitsui Trust Group, Inc.	519,735519,735	$6M	—	—
14	TORONTO DOMINION BANK	450,000450,000	$5M	—	TRIM -10%
15	Rockefeller Capital Management L.P.	447,638447,638	$5M	—	ADD 4%
16	North Ground Capital	387,518387,518	$4M	—	TRIM -58%
17	LSV ASSET MANAGEMENT	352,150352,150	$4M	—	TRIM -4%
18	Focus Partners Wealth	304,864304,864	$3M	—	ADD 101%
19	BlackRock, Inc.	283,480283,480	$3M	—	TRIM -43%
20	BI Asset Management Fondsmaeglerselskab A/S	282,558282,558	$3M	—	TRIM -4%
21	NOVARE CAPITAL MANAGEMENT LLC	251,395251,395	$3M	—	ADD 4%
22	BANK OF AMERICA CORP /DE/	250,889250,889	$3M	—	TRIM -27%
23	ARES MANAGEMENT LLC	240,000240,000	$3M	—	NEW
24	Advisors Asset Management, Inc.	211,322211,322	$2M	—	ADD 4%
25	Cliffwater LLC	207,319207,319	$2M	—	—
26	HAGER INVESTMENT MANAGEMENT SERVICES, LLC	200,487200,487	$2M	—	TRIM -11%
27	WELLS FARGO & COMPANY/MN	199,166199,166	$2M	—	TRIM -26%
28	HighTower Advisors, LLC	196,706196,706	$2M	—	ADD 180%
29	Arax Advisory Partners	190,340190,340	$2M	—	ADD 445%
30	WCG Wealth Advisors LLC	186,691186,691	$2M	—	ADD 27%
31	GFS Advisors, LLC	40,60040,600	$2M	—	TRIM -18%
32	MILLENNIUM MANAGEMENT LLC	179,500179,500	$2M	—	ADD 398%
33	Corient Private Wealth LLC	175,301175,301	$2M	—	TRIM -50%
34	Significant Wealth Partners LLC	162,306162,306	$2M	—	NEW
35	Ethos Financial Group, LLC	140,177140,177	$2M	—	—
36	LPL Financial LLC	153,444153,444	$2M	—	ADD 40%
37	Y-Intercept (Hong Kong) Ltd	151,465151,465	$2M	—	NEW
38	ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/	146,742146,742	$2M	—	NEW
39	AMERIPRISE FINANCIAL INC	145,724145,724	$2M	—	ADD 5%
40	Hennion & Walsh Asset Management, Inc.	144,959144,959	$2M	—	TRIM -18%
41	Lansforsakringar Fondforvaltning AB (publ)	134,949134,949	$1M	—	ADD 28%
42	DOLIVER ADVISORS, LP	126,681126,681	$1M	—	ADD 3%
43	Alpine Global Management, LLC	115,663115,663	$1M	—	NEW
44	Samalin Investment Counsel, LLC	107,107107,107	$1M	—	ADD 10%
45	RAYMOND JAMES FINANCIAL INC	104,085104,085	$1M	—	TRIM -20%
46	Universal- Beteiligungs- und Servicegesellschaft mbH	100,250100,250	$1M	—	—
47	FIFTH THIRD BANCORP	99,55799,557	$1M	—	NEW
48	Closed-End Fund Advisors, Inc.	98,78598,785	$1M	—	TRIM -61%
49	Cetera Investment Advisers	94,89494,894	$1M	—	ADD 25%
50	Pathstone Holdings, LLC	81,52281,522	$891,849	—	ADD 2%
51	CANADA LIFE ASSURANCE Co	79,49979,499	$873,000	—	TRIM -13%
52	ENVESTNET ASSET MANAGEMENT INC	74,74374,743	$817,687	—	TRIM -2%
53	DENALI ADVISORS LLC	72,71272,712	$795,469	—	TRIM -3%
54	Balyasny Asset Management L.P.	72,46372,463	$792,746	—	NEW
55	Naviter Wealth, LLC	69,49069,490	$788,012	—	TRIM -9%
56	Texas Capital Bank Wealth Management Services Inc	72,01472,014	$787,833	—	ADD 156%
57	U.S. Capital Wealth Advisors, LLC	71,43271,432	$781,466	—	ADD 59%
58	NEUBERGER BERMAN GROUP LLC	71,30171,301	$780,033	—	TRIM -2%
59	TRUIST FINANCIAL CORP	67,75767,757	$741,262	—	ADD 4%
60	CWM, LLC	56,87356,873	$622,196	—	ADD 509%
61	Virtus Investment Advisers, LLC	55,72355,723	$609,610	—	TRIM -13%
62	OSAIC HOLDINGS, INC.	50,57950,579	$553,540	—	TRIM -11%
63	US BANCORP \DE\	50,00050,000	$547,000	—	—
64	Steward Partners Investment Advisory, LLC	47,99047,990	$525,011	—	TRIM -27%
65	DRW Securities, LLC	44,01044,010	$481,469	—	NEW
66	Avior Wealth Management, LLC	43,04743,047	$470,934	—	ADD 145%
67	Almitas Capital LLC	42,88542,885	$469,162	—	—
68	Verdence Capital Advisors LLC	41,95541,955	$458,985	—	TRIM -8%
69	AQR CAPITAL MANAGEMENT LLC	41,19141,191	$450,630	—	—
70	ROYAL BANK OF CANADA	41,14141,141	$450,000	—	TRIM -16%
71	COMMERCE BANK	40,38140,381	$441,768	—	NEW
72	IEQ CAPITAL, LLC	40,29540,295	$440,827	—	—
73	Lido Advisors, LLC	37,51237,512	$425,386	—	TRIM -53%
74	Brevan Howard Capital Management LP	38,22538,225	$418,182	—	TRIM -55%
75	XTX Topco Ltd	37,11237,112	$406,005	—	TRIM -60%
76	Farther Finance Advisors, LLC	35,17835,178	$382,033	—	ADD 66%
77	Whipplewood Advisors, LLC	34,85334,853	$381,292	—	ADD 99%
78	Sunbelt Securities, Inc.	34,19734,197	$374,121	—	—
79	MAI Capital Management	33,77433,774	$369,488	—	ADD 62%
80	TrueMark Investments, LLC	32,88332,883	$359,740	—	TRIM -71%
81	United Advisor Group, LLC	32,29832,298	$353,340	—	—
82	COMMONWEALTH EQUITY SERVICES, LLC	31,58031,580	$345,490	—	TRIM -7%
83	Cerberus Capital Management, L.P.	30,00030,000	$328,200	—	NEW
84	MACKENZIE FINANCIAL CORP	27,59627,596	$301,900	—	—
85	GLENMEDE TRUST CO NA	25,17525,175	$275,414	—	—
86	Schonfeld Strategic Advisors LLC	25,11625,116	$274,767	—	NEW
87	TRANSCEND CAPITAL ADVISORS, LLC	25,01525,015	$273,664	—	TRIM -15%
88	NewEdge Wealth, LLC	24,76024,760	$270,874	—	—
89	SUSQUEHANNA INTERNATIONAL GROUP, LLP	23,22523,225	$254,082	—	TRIM -68%
90	Fisher Asset Management, LLC	22,93122,931	$250,865	—	ADD 2%
91	INDEPENDENT FINANCIAL GROUP, LLC	22,88222,882	$250,329	—	TRIM -7%
92	MQS Management LLC	22,28322,283	$243,776	—	NEW
93	SMH CAPITAL ADVISORS INC	242242	$242,190	—	TRIM -99%
94	Summit Financial, LLC	21,13021,130	$239,614	—	NEW
95	Aptus Capital Advisors, LLC	21,29121,291	$232,924	—	—
96	Clarus Group, Inc.	21,29121,291	$232,924	—	—
97	Aquatic Capital Management LLC	21,27421,274	$232,738	—	ADD 545%
98	Savant Capital, LLC	20,66120,661	$226,032	—	ADD 3%
99	Trexquant Investment LP	20,25520,255	$221,590	—	NEW
100	JPMORGAN CHASE & CO	19,50019,500	$220,155	—	TRIM -84%

Rows rank by the value each filer reported — 13F filers price their own positions, so a holder with fewer shares can rank just above one with more.

Holder trends· top 15 holders · shares held over 6 quarters

green added · red trimmed

Holder

2024-Q4

2025-Q1

2025-Q2

2025-Q3

2025-Q4

2026-Q1

Latest value

Creative Planning

13K

4.9M

4.6M

3.5M

3.2M

$35M

MORGAN STANLEY

2.3M

2.4M

2.6M

$29M

CHOREO, LLC

—

1.5M

1.4M

$16M

VAN ECK ASSOCIATES CORP

1.3M

1.2M

1.8M

1.7M

1.3M

$14M

Invesco Ltd.

660K

658K

780K

901K

888K

1.3M

$14M

RIVERNORTH CAPITAL MANAGEMENT, LLC

—

357K

1.2M

1.9M

1.3M

$14M

UBS Group AG

383K

412K

568K

635K

862K

1.2M

$14M

Muzinich & Co., Inc.

202K

195K

353K

500K

736K

738K

$8M

TWO SIGMA INVESTMENTS, LP

288K

346K

243K

728K

737K

631K

$7M

Russell Investments Group, Ltd.

—

203K

587K

$6M

Legal & General Group Plc

337K

332K

460K

440K

519K

552K

$6M

Mariner, LLC

—

543K

544K

549K

$6M

Sumitomo Mitsui Trust Group, Inc.

197K

183K

264K

418K

520K

$6M

TORONTO DOMINION BANK

—

500K

450K

$5M

Rockefeller Capital Management L.P.

48K

137K

332K

429K

448K

$5M

Shares reported each quarter by the largest current holders. Green = added vs the prior filing, red = trimmed, grey = roughly held; a dash is a quarter with no 13F on file (a gap is skipped, not read as an exit). 13F is filed up to 45 days after quarter-end. Up to 40 quarters (10 years) available — use the selector above.

Institutional footprint by quarter

Holder count only — too few computable %-of-shares-outstanding quarters for a % pane. Line breaks are quarters with no 13F record, never interpolated.

Quarter	Holders	Shares held	% shares out	Value held
2026-Q1	154	25,523,895	—	$282M
2025-Q4	151	26,470,038	—	$331M
2025-Q3	149	25,618,044	—	$321M
2025-Q2	149	25,703,196	—	$352M
2025-Q1	119	18,449,273	—	$298M
2024-Q4	114	13,301,175	—	$238M
2024-Q3	123	12,672,375	—	$228M
2024-Q2	116	12,868,102	—	$228M
2024-Q1	110	16,590,848	—	$270M

Short interest has its own tab now — open SI →

Source: SEC Form 13F — every institution manager (≥ $100M in 13F securities) reporting a long US-listed position, across ~10,250 filers over 10 years of history. 13F is long-only, US-listed, filed up to 45 days after quarter-end.

Institutional ownership· 13F filers holding CGBD · 2026-Q1 methodology → sources →

154 holders

% of shares outstanding held

—

Shares held (13F)

25,523,895

Reporting holders

154

Top holders

largest 100 of 154 · Δ vs 2025-Q4

#	Holder	Shares	Value	% of shares out	Δ QoQ
1	Creative Planning	3,231,9863.2M	$35M	—	TRIM -7%
2	MORGAN STANLEY	2,634,7812.6M	$29M	—	ADD 2%
3	CHOREO, LLC	1,388,2241.4M	$16M	—	—
4	VAN ECK ASSOCIATES CORP	1,312,4711.3M	$14M	—	TRIM -22%
5	Invesco Ltd.	1,310,8231.3M	$14M	—	ADD 48%
6	RIVERNORTH CAPITAL MANAGEMENT, LLC	1,272,5071.3M	$14M	—	TRIM -33%
7	UBS Group AG	1,236,5531.2M	$14M	—	ADD 43%
8	Muzinich & Co., Inc.	737,744737,744	$8M	—	—
9	TWO SIGMA INVESTMENTS, LP	630,918630,918	$7M	—	TRIM -14%
10	Russell Investments Group, Ltd.	587,183587,183	$6M	—	ADD 190%
11	Legal & General Group Plc	551,582551,582	$6M	—	ADD 6%
12	Mariner, LLC	548,525548,525	$6M	—	—
13	Sumitomo Mitsui Trust Group, Inc.	519,735519,735	$6M	—	—
14	TORONTO DOMINION BANK	450,000450,000	$5M	—	TRIM -10%
15	Rockefeller Capital Management L.P.	447,638447,638	$5M	—	ADD 4%
16	North Ground Capital	387,518387,518	$4M	—	TRIM -58%
17	LSV ASSET MANAGEMENT	352,150352,150	$4M	—	TRIM -4%
18	Focus Partners Wealth	304,864304,864	$3M	—	ADD 101%
19	BlackRock, Inc.	283,480283,480	$3M	—	TRIM -43%
20	BI Asset Management Fondsmaeglerselskab A/S	282,558282,558	$3M	—	TRIM -4%
21	NOVARE CAPITAL MANAGEMENT LLC	251,395251,395	$3M	—	ADD 4%
22	BANK OF AMERICA CORP /DE/	250,889250,889	$3M	—	TRIM -27%
23	ARES MANAGEMENT LLC	240,000240,000	$3M	—	NEW
24	Advisors Asset Management, Inc.	211,322211,322	$2M	—	ADD 4%
25	Cliffwater LLC	207,319207,319	$2M	—	—
26	HAGER INVESTMENT MANAGEMENT SERVICES, LLC	200,487200,487	$2M	—	TRIM -11%
27	WELLS FARGO & COMPANY/MN	199,166199,166	$2M	—	TRIM -26%
28	HighTower Advisors, LLC	196,706196,706	$2M	—	ADD 180%
29	Arax Advisory Partners	190,340190,340	$2M	—	ADD 445%
30	WCG Wealth Advisors LLC	186,691186,691	$2M	—	ADD 27%
31	GFS Advisors, LLC	40,60040,600	$2M	—	TRIM -18%
32	MILLENNIUM MANAGEMENT LLC	179,500179,500	$2M	—	ADD 398%
33	Corient Private Wealth LLC	175,301175,301	$2M	—	TRIM -50%
34	Significant Wealth Partners LLC	162,306162,306	$2M	—	NEW
35	Ethos Financial Group, LLC	140,177140,177	$2M	—	—
36	LPL Financial LLC	153,444153,444	$2M	—	ADD 40%
37	Y-Intercept (Hong Kong) Ltd	151,465151,465	$2M	—	NEW
38	ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/	146,742146,742	$2M	—	NEW
39	AMERIPRISE FINANCIAL INC	145,724145,724	$2M	—	ADD 5%
40	Hennion & Walsh Asset Management, Inc.	144,959144,959	$2M	—	TRIM -18%
41	Lansforsakringar Fondforvaltning AB (publ)	134,949134,949	$1M	—	ADD 28%
42	DOLIVER ADVISORS, LP	126,681126,681	$1M	—	ADD 3%
43	Alpine Global Management, LLC	115,663115,663	$1M	—	NEW
44	Samalin Investment Counsel, LLC	107,107107,107	$1M	—	ADD 10%
45	RAYMOND JAMES FINANCIAL INC	104,085104,085	$1M	—	TRIM -20%
46	Universal- Beteiligungs- und Servicegesellschaft mbH	100,250100,250	$1M	—	—
47	FIFTH THIRD BANCORP	99,55799,557	$1M	—	NEW
48	Closed-End Fund Advisors, Inc.	98,78598,785	$1M	—	TRIM -61%
49	Cetera Investment Advisers	94,89494,894	$1M	—	ADD 25%
50	Pathstone Holdings, LLC	81,52281,522	$891,849	—	ADD 2%
51	CANADA LIFE ASSURANCE Co	79,49979,499	$873,000	—	TRIM -13%
52	ENVESTNET ASSET MANAGEMENT INC	74,74374,743	$817,687	—	TRIM -2%
53	DENALI ADVISORS LLC	72,71272,712	$795,469	—	TRIM -3%
54	Balyasny Asset Management L.P.	72,46372,463	$792,746	—	NEW
55	Naviter Wealth, LLC	69,49069,490	$788,012	—	TRIM -9%
56	Texas Capital Bank Wealth Management Services Inc	72,01472,014	$787,833	—	ADD 156%
57	U.S. Capital Wealth Advisors, LLC	71,43271,432	$781,466	—	ADD 59%
58	NEUBERGER BERMAN GROUP LLC	71,30171,301	$780,033	—	TRIM -2%
59	TRUIST FINANCIAL CORP	67,75767,757	$741,262	—	ADD 4%
60	CWM, LLC	56,87356,873	$622,196	—	ADD 509%
61	Virtus Investment Advisers, LLC	55,72355,723	$609,610	—	TRIM -13%
62	OSAIC HOLDINGS, INC.	50,57950,579	$553,540	—	TRIM -11%
63	US BANCORP \DE\	50,00050,000	$547,000	—	—
64	Steward Partners Investment Advisory, LLC	47,99047,990	$525,011	—	TRIM -27%
65	DRW Securities, LLC	44,01044,010	$481,469	—	NEW
66	Avior Wealth Management, LLC	43,04743,047	$470,934	—	ADD 145%
67	Almitas Capital LLC	42,88542,885	$469,162	—	—
68	Verdence Capital Advisors LLC	41,95541,955	$458,985	—	TRIM -8%
69	AQR CAPITAL MANAGEMENT LLC	41,19141,191	$450,630	—	—
70	ROYAL BANK OF CANADA	41,14141,141	$450,000	—	TRIM -16%
71	COMMERCE BANK	40,38140,381	$441,768	—	NEW
72	IEQ CAPITAL, LLC	40,29540,295	$440,827	—	—
73	Lido Advisors, LLC	37,51237,512	$425,386	—	TRIM -53%
74	Brevan Howard Capital Management LP	38,22538,225	$418,182	—	TRIM -55%
75	XTX Topco Ltd	37,11237,112	$406,005	—	TRIM -60%
76	Farther Finance Advisors, LLC	35,17835,178	$382,033	—	ADD 66%
77	Whipplewood Advisors, LLC	34,85334,853	$381,292	—	ADD 99%
78	Sunbelt Securities, Inc.	34,19734,197	$374,121	—	—
79	MAI Capital Management	33,77433,774	$369,488	—	ADD 62%
80	TrueMark Investments, LLC	32,88332,883	$359,740	—	TRIM -71%
81	United Advisor Group, LLC	32,29832,298	$353,340	—	—
82	COMMONWEALTH EQUITY SERVICES, LLC	31,58031,580	$345,490	—	TRIM -7%
83	Cerberus Capital Management, L.P.	30,00030,000	$328,200	—	NEW
84	MACKENZIE FINANCIAL CORP	27,59627,596	$301,900	—	—
85	GLENMEDE TRUST CO NA	25,17525,175	$275,414	—	—
86	Schonfeld Strategic Advisors LLC	25,11625,116	$274,767	—	NEW
87	TRANSCEND CAPITAL ADVISORS, LLC	25,01525,015	$273,664	—	TRIM -15%
88	NewEdge Wealth, LLC	24,76024,760	$270,874	—	—
89	SUSQUEHANNA INTERNATIONAL GROUP, LLP	23,22523,225	$254,082	—	TRIM -68%
90	Fisher Asset Management, LLC	22,93122,931	$250,865	—	ADD 2%
91	INDEPENDENT FINANCIAL GROUP, LLC	22,88222,882	$250,329	—	TRIM -7%
92	MQS Management LLC	22,28322,283	$243,776	—	NEW
93	SMH CAPITAL ADVISORS INC	242242	$242,190	—	TRIM -99%
94	Summit Financial, LLC	21,13021,130	$239,614	—	NEW
95	Aptus Capital Advisors, LLC	21,29121,291	$232,924	—	—
96	Clarus Group, Inc.	21,29121,291	$232,924	—	—
97	Aquatic Capital Management LLC	21,27421,274	$232,738	—	ADD 545%
98	Savant Capital, LLC	20,66120,661	$226,032	—	ADD 3%
99	Trexquant Investment LP	20,25520,255	$221,590	—	NEW
100	JPMORGAN CHASE & CO	19,50019,500	$220,155	—	TRIM -84%

Rows rank by the value each filer reported — 13F filers price their own positions, so a holder with fewer shares can rank just above one with more.

Holder trends· top 15 holders · shares held over 6 quarters

green added · red trimmed

Holder

2024-Q4

2025-Q1

2025-Q2

2025-Q3

2025-Q4

2026-Q1

Latest value

Creative Planning

13K

4.9M

4.6M

3.5M

3.2M

$35M

MORGAN STANLEY

2.3M

2.4M

2.6M

$29M

CHOREO, LLC

—

1.5M

1.4M

$16M

VAN ECK ASSOCIATES CORP

1.3M

1.2M

1.8M

1.7M

1.3M

$14M

Invesco Ltd.

660K

658K

780K

901K

888K

1.3M

$14M

RIVERNORTH CAPITAL MANAGEMENT, LLC

—

357K

1.2M

1.9M

1.3M

$14M

UBS Group AG

383K

412K

568K

635K

862K

1.2M

$14M

Muzinich & Co., Inc.

202K

195K

353K

500K

736K

738K

$8M

TWO SIGMA INVESTMENTS, LP

288K

346K

243K

728K

737K

631K

$7M

Russell Investments Group, Ltd.

—

203K

587K

$6M

Legal & General Group Plc

337K

332K

460K

440K

519K

552K

$6M

Mariner, LLC

—

543K

544K

549K

$6M

Sumitomo Mitsui Trust Group, Inc.

197K

183K

264K

418K

520K

$6M

TORONTO DOMINION BANK

—

500K

450K

$5M

Rockefeller Capital Management L.P.

48K

137K

332K

429K

448K

$5M

Institutional footprint by quarter

Holder count only — too few computable %-of-shares-outstanding quarters for a % pane. Line breaks are quarters with no 13F record, never interpolated.

Quarter	Holders	Shares held	% shares out	Value held
2026-Q1	154	25,523,895	—	$282M
2025-Q4	151	26,470,038	—	$331M
2025-Q3	149	25,618,044	—	$321M
2025-Q2	149	25,703,196	—	$352M
2025-Q1	119	18,449,273	—	$298M
2024-Q4	114	13,301,175	—	$238M
2024-Q3	123	12,672,375	—	$228M
2024-Q2	116	12,868,102	—	$228M
2024-Q1	110	16,590,848	—	$270M

Short interest has its own tab now — open SI →

CGBD☆

Institutional ownership· 13F filers holding CGBD · 2026-Q1 methodology → sources →

Top holders

Holder trends· top 15 holders · shares held over 6 quarters

Institutional footprint by quarter

Institutional ownership· 13F filers holding CGBD · 2026-Q1 methodology → sources →

Top holders

Holder trends· top 15 holders · shares held over 6 quarters

Institutional footprint by quarter

CGBD