CGBL

—

not in universe+ Compare Tear sheet →

$36.86

-0.44 (-1.18%)

USD · as of 2026-07-29 · marketstack

Switch Ticker

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

318 holders

NOT COVEREDCAPITAL GROUP CORE BALANCEDOutside our covered operating-company universe: we hold no company record, no SEC annual-report provenance and no cover-page share count for this line, so fundamentals and classification are unavailable. Nothing about what kind of security it is is asserted here — only the 13F register below, which is filed against its CUSIP and stands as filed.evidence ⓘ

% of shares outstanding held

—

Shares held (13F)

116,511,021

Reporting holders

318

% of shares outstanding not shown: no SEC cover-page share count falls within 120 days of the 2026-Q1 quarter end, so any percentage would rest on a count that cannot speak for this quarter. Holder share counts are shown as filed.

Active share of register99.9%312 active filers

Index / screened out0.1%6 filers

Reporting holders3182026-Q1

Top-10 concentration56.5%

HHI0.0463

Effective holders21.6

Crowding percentile—

Crowding percentile withheld — no market cap for CGBL in the served universe — the cohort is size-matched, and an unmatched percentile would compare a micro-cap register to a mega-cap one.

Top holders

largest 100 of 318 · Δ vs 2025-Q4

#	Holder	Shares	Value	% of shares out	Δ QoQ
1	LPL Financial LLC	14,908,79914.9M	$513M	—	ADD 19%
2	Advance Capital Management, Inc.	11,973,90012.0M	$412M	—	ADD 28%
3	ENVESTNET ASSET MANAGEMENT INC	8,244,2888.2M	$284M	—	ADD 19%
4	WELLS FARGO & COMPANY/MN	7,633,9167.6M	$263M	—	ADD 65%
5	MORGAN STANLEY	5,432,0515.4M	$187M	—	ADD 34%
6	Cetera Investment Advisers	4,048,7254.0M	$139M	—	ADD 22%
7	Forge Financial Services LLC	3,765,0443.8M	$130M	—	NEW
8	RAYMOND JAMES FINANCIAL INC	3,720,9423.7M	$128M	—	ADD 43%
9	COMMONWEALTH EQUITY SERVICES, LLC	3,242,0443.2M	$112M	—	ADD 18%
10	OSAIC HOLDINGS, INC.	2,806,4762.8M	$97M	—	ADD 8%
11	ROYAL BANK OF CANADA	2,335,5142.3M	$80M	—	ADD 16%
12	Cambridge Investment Research Advisors, Inc.	2,295,2142.3M	$79M	—	—
13	CWM, LLC	2,229,6712.2M	$77M	—	ADD 3%
14	Aprio Wealth Management, LLC	1,907,7531.9M	$66M	—	ADD 5%
15	JONES FINANCIAL COMPANIES LLLP	1,940,2931.9M	$66M	—	ADD 29%
16	Kestra Advisory Services, LLC	1,573,5521.6M	$54M	—	ADD 21%
17	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	1,348,8711.3M	$47M	—	TRIM -34%
18	Janney Montgomery Scott LLC	1,342,2911.3M	$46M	—	ADD 55%
19	STIFEL FINANCIAL CORP	1,269,3501.3M	$44M	—	ADD 20%
20	J. Derek Lewis & Associates Inc.	1,236,9401.2M	$43M	—	ADD 8%
21	MML INVESTORS SERVICES, LLC	1,049,9051.0M	$36M	—	ADD 8%
22	HARBOUR INVESTMENTS, INC.	970,642970,642	$33M	—	ADD 59%
23	BENJAMIN EDWARDS INC	941,932941,932	$32M	—	ADD 46%
24	&PARTNERS	855,452855,452	$29M	—	ADD 20%
25	ST GERMAIN D J CO INC	696,400696,400	$24M	—	—
26	KWB Wealth	670,921670,921	$24M	—	—
27	Private Advisor Group, LLC	591,041591,041	$20M	—	ADD 24%
28	Concurrent Investment Advisors, LLC	572,908572,908	$20M	—	TRIM -32%
29	GREAT VALLEY ADVISOR GROUP, INC.	562,939562,939	$19M	—	ADD 13%
30	Greenbush Financial Group, LLC	551,241551,241	$19M	—	ADD 7%
31	Compton Financial Group, LLC	543,246543,246	$19M	—	ADD 2302%
32	Confluence Wealth Services, Inc.	532,357532,357	$18M	—	ADD 8%
33	FLAGSHIP HARBOR ADVISORS, LLC	516,912516,912	$18M	—	ADD 82%
34	Mariner, LLC	482,712482,712	$17M	—	ADD 10%
35	KESTRA PRIVATE WEALTH SERVICES, LLC	481,750481,750	$17M	—	—
36	Mesirow Financial Investment Management, Inc.	439,352439,352	$15M	—	ADD 73%
37	Smartleaf Asset Management LLC	426,687426,687	$14M	—	ADD 7%
38	World Investment Advisors	381,863381,863	$13M	—	ADD 39%
39	D.A. DAVIDSON & CO.	352,726352,726	$12M	—	ADD 19%
40	Gateway Wealth Partners, LLC	350,388350,388	$12M	—	ADD 442%
41	Apollon Wealth Management, LLC	347,520347,520	$12M	—	ADD 35%
42	PCG Wealth Advisors, LLC	346,953346,953	$12M	—	ADD 54%
43	CARY STREET PARTNERS FINANCIAL LLC	343,614343,614	$12M	—	TRIM -4%
44	B. Riley Wealth Advisors, Inc.	344,298344,298	$12M	—	TRIM -10%
45	Betterment LLC	330,158330,158	$11M	—	NEW
46	JANE STREET GROUP, LLC	328,952328,952	$11M	—	ADD 64%
47	IFP Advisors, Inc	328,849328,849	$11M	—	ADD 4%
48	Hartmann Taylor Wealth Management, LLC	326,175326,175	$11M	—	—
49	Johnson Bixby & Associates, LLC	323,272323,272	$11M	—	ADD 2%
50	High Net Worth Advisory Group LLC	316,985316,985	$11M	—	ADD 7%
51	SMITH, MOORE & CO.	316,865316,865	$11M	—	ADD 3%
52	Base Wealth Management LLC	315,259315,259	$11M	—	TRIM -7%
53	Quantum Financial Planning Services, Inc.	312,795312,795	$11M	—	—
54	ASSETMARK, INC	310,622310,622	$11M	—	ADD 38%
55	Capital Management Associates, Inc	299,356299,356	$10M	—	ADD 11%
56	Stratos Wealth Partners, LTD.	299,200299,200	$10M	—	ADD 10%
57	Capital Group Private Client Services, Inc.	297,810297,810	$10M	—	ADD 43%
58	Boyer Financial Services, Inc.	292,944292,944	$10M	—	ADD 15%
59	Clarity Wealth Advisors, LLC	292,341292,341	$10M	—	ADD 41%
60	Merit Financial Group, LLC	290,398290,398	$10M	—	ADD 19%
61	FOUNDERS FINANCIAL SECURITIES LLC	278,522278,522	$10M	—	ADD 20%
62	BANK OF AMERICA CORP /DE/	282,663282,663	$10M	—	ADD 78%
63	Geneos Wealth Management Inc.	280,360280,360	$10M	—	ADD 4%
64	LongView Wealth Management	264,333264,333	$10M	—	ADD 8%
65	UBS Group AG	278,175278,175	$10M	—	ADD 38%
66	Cullen/Frost Bankers, Inc.	259,833259,833	$9M	—	ADD 2%
67	AdvisorNet Financial, Inc	241,714241,714	$8M	—	ADD 417%
68	SEAMOUNT FINANCIAL GROUP INC	241,321241,321	$8M	—	ADD 25%
69	Venture Visionary Partners LLC	237,701237,701	$8M	—	ADD 6%
70	HighTower Advisors, LLC	227,023227,023	$8M	—	ADD 8%
71	Integrated Wealth Concepts LLC	226,531226,531	$8M	—	ADD 16%
72	CITADEL ADVISORS LLC	222,510222,510	$8M	—	ADD 33%
73	Essex Financial Services, Inc.	217,276217,276	$7M	—	ADD 33%
74	Independent Advisor Alliance	216,544216,544	$7M	—	NEW
75	ENDEAVOR PRIVATE WEALTH, INC.	203,948203,948	$7M	—	TRIM -5%
76	CLG LLC	204,440204,440	$7M	—	ADD 24%
77	Patriot Financial Group Insurance Agency, LLC	202,522202,522	$7M	—	ADD 286%
78	Worth Asset Management, LLC	196,324196,324	$7M	—	—
79	Advisory Services Network, LLC	191,174191,174	$7M	—	ADD 21%
80	Equitable Holdings, Inc.	185,923185,923	$7M	—	ADD 18%
81	Westside Investment Management, Inc.	179,565179,565	$6M	—	ADD 23%
82	Tempus Wealth Planning, LLC	173,996173,996	$6M	—	ADD 4%
83	TRUIST FINANCIAL CORP	171,214171,214	$6M	—	ADD 35%
84	Kingsview Wealth Management, LLC	170,507170,507	$6M	—	TRIM -4%
85	Prospera Financial Services Inc	166,795166,795	$6M	—	ADD 13%
86	Bleakley Financial Group, LLC	165,049165,049	$6M	—	ADD 18%
87	SAGESPRING WEALTH PARTNERS, LLC	164,065164,065	$6M	—	ADD 18%
88	Clear Creek Financial Management, LLC	163,630163,630	$6M	—	ADD 56%
89	Michael Brady & Co., LLC	162,906162,906	$6M	—	ADD 10%
90	Rockefeller Capital Management L.P.	157,617157,617	$5M	—	ADD 79%
91	Valmark Advisers, Inc.	155,985155,985	$5M	—	ADD 32%
92	Merited Wealth, LLC	155,328155,328	$5M	—	ADD 3%
93	THOROUGHBRED FINANCIAL SERVICES, LLC	151,097151,097	$5M	—	ADD 8%
94	Integrity Advisory Solutions, LLC	147,801147,801	$5M	—	—
95	WealthCare Investment Partners, LLC	146,172146,172	$5M	—	—
96	First Heartland Consultants, Inc.	146,005146,005	$5M	—	ADD 9%
97	CVFG LLC	143,479143,479	$5M	—	ADD 16%
98	Sunbelt Securities, Inc.	142,527142,527	$5M	—	—
99	Sigma Planning Corp	141,565141,565	$5M	—	ADD 14%
100	Envestnet Portfolio Solutions, Inc.	139,216139,216	$5M	—	ADD 16%

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.

Buyers & sellers2026-Q1 vs 2025-Q4 · 251 bought / 74 sold · net +23,588,817 shares · 13.0d of ADV

Bought251 filers

Shares: 26,022,734
Value: $895M
Opened: 35 · 4,860,786 sh
Days of ADV: 14.3d

Sold74 filers

Shares: 2,433,917
Value: $84M
Closed: 26 · 925,619 sh
Days of ADV: 1.3d

Net (all filers) +23,588,817 sh · $812M · 25.4% of the prior register

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

LPL Financial LLC

3.8M

5.5M

7.4M

9.8M

12.6M

14.9M

$513M

Advance Capital Management, Inc.

2.2M

2.7M

9.3M

9.4M

12.0M

$412M

ENVESTNET ASSET MANAGEMENT INC

2.4M

3.1M

4.1M

5.4M

6.9M

8.2M

$284M

WELLS FARGO & COMPANY/MN

165

166

613K

1.6M

4.6M

7.6M

$263M

MORGAN STANLEY

1.8M

2.2M

2.4M

3.5M

4.1M

5.4M

$187M

Cetera Investment Advisers

1.0M

1.6M

1.7M

2.4M

3.3M

4.0M

$139M

Forge Financial Services LLC

—

3.8M

$130M

RAYMOND JAMES FINANCIAL INC

844K

1.0M

1.8M

2.2M

2.6M

3.7M

$128M

COMMONWEALTH EQUITY SERVICES, LLC

1.2M

1.8M

2.1M

2.8M

3.2M

$112M

OSAIC HOLDINGS, INC.

1.2M

1.6M

1.4M

2.1M

2.6M

2.8M

$97M

ROYAL BANK OF CANADA

1.4M

1.5M

3.1M

1.8M

2.0M

2.3M

$80M

Cambridge Investment Research Advisors, Inc.

1.3M

1.5M

1.6M

1.9M

2.3M

$79M

CWM, LLC

65K

715K

2.2M

2.1M

2.2M

$77M

Aprio Wealth Management, LLC

—

1.8M

1.9M

$66M

JONES FINANCIAL COMPANIES LLLP

136K

317K

644K

1.0M

1.5M

1.9M

$66M

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	318	116,511,021	—	$4.0B
2025-Q4	309	92,922,204	—	$3.3B
2025-Q3	255	71,483,957	—	$2.5B
2025-Q2	243	53,696,946	—	$1.8B
2025-Q1	219	40,458,633	—	$1.3B
2024-Q4	186	29,692,337	—	$958M

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.

▸Register gapwho owns your peers and not you

13F

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

318 holders

% of shares outstanding held

—

Shares held (13F)

116,511,021

Reporting holders

318

Active share of register99.9%312 active filers

Index / screened out0.1%6 filers

Reporting holders3182026-Q1

Top-10 concentration56.5%

HHI0.0463

Effective holders21.6

Crowding percentile—

Crowding percentile withheld — no market cap for CGBL in the served universe — the cohort is size-matched, and an unmatched percentile would compare a micro-cap register to a mega-cap one.

Top holders

largest 100 of 318 · Δ vs 2025-Q4

#	Holder	Shares	Value	% of shares out	Δ QoQ
1	LPL Financial LLC	14,908,79914.9M	$513M	—	ADD 19%
2	Advance Capital Management, Inc.	11,973,90012.0M	$412M	—	ADD 28%
3	ENVESTNET ASSET MANAGEMENT INC	8,244,2888.2M	$284M	—	ADD 19%
4	WELLS FARGO & COMPANY/MN	7,633,9167.6M	$263M	—	ADD 65%
5	MORGAN STANLEY	5,432,0515.4M	$187M	—	ADD 34%
6	Cetera Investment Advisers	4,048,7254.0M	$139M	—	ADD 22%
7	Forge Financial Services LLC	3,765,0443.8M	$130M	—	NEW
8	RAYMOND JAMES FINANCIAL INC	3,720,9423.7M	$128M	—	ADD 43%
9	COMMONWEALTH EQUITY SERVICES, LLC	3,242,0443.2M	$112M	—	ADD 18%
10	OSAIC HOLDINGS, INC.	2,806,4762.8M	$97M	—	ADD 8%
11	ROYAL BANK OF CANADA	2,335,5142.3M	$80M	—	ADD 16%
12	Cambridge Investment Research Advisors, Inc.	2,295,2142.3M	$79M	—	—
13	CWM, LLC	2,229,6712.2M	$77M	—	ADD 3%
14	Aprio Wealth Management, LLC	1,907,7531.9M	$66M	—	ADD 5%
15	JONES FINANCIAL COMPANIES LLLP	1,940,2931.9M	$66M	—	ADD 29%
16	Kestra Advisory Services, LLC	1,573,5521.6M	$54M	—	ADD 21%
17	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	1,348,8711.3M	$47M	—	TRIM -34%
18	Janney Montgomery Scott LLC	1,342,2911.3M	$46M	—	ADD 55%
19	STIFEL FINANCIAL CORP	1,269,3501.3M	$44M	—	ADD 20%
20	J. Derek Lewis & Associates Inc.	1,236,9401.2M	$43M	—	ADD 8%
21	MML INVESTORS SERVICES, LLC	1,049,9051.0M	$36M	—	ADD 8%
22	HARBOUR INVESTMENTS, INC.	970,642970,642	$33M	—	ADD 59%
23	BENJAMIN EDWARDS INC	941,932941,932	$32M	—	ADD 46%
24	&PARTNERS	855,452855,452	$29M	—	ADD 20%
25	ST GERMAIN D J CO INC	696,400696,400	$24M	—	—
26	KWB Wealth	670,921670,921	$24M	—	—
27	Private Advisor Group, LLC	591,041591,041	$20M	—	ADD 24%
28	Concurrent Investment Advisors, LLC	572,908572,908	$20M	—	TRIM -32%
29	GREAT VALLEY ADVISOR GROUP, INC.	562,939562,939	$19M	—	ADD 13%
30	Greenbush Financial Group, LLC	551,241551,241	$19M	—	ADD 7%
31	Compton Financial Group, LLC	543,246543,246	$19M	—	ADD 2302%
32	Confluence Wealth Services, Inc.	532,357532,357	$18M	—	ADD 8%
33	FLAGSHIP HARBOR ADVISORS, LLC	516,912516,912	$18M	—	ADD 82%
34	Mariner, LLC	482,712482,712	$17M	—	ADD 10%
35	KESTRA PRIVATE WEALTH SERVICES, LLC	481,750481,750	$17M	—	—
36	Mesirow Financial Investment Management, Inc.	439,352439,352	$15M	—	ADD 73%
37	Smartleaf Asset Management LLC	426,687426,687	$14M	—	ADD 7%
38	World Investment Advisors	381,863381,863	$13M	—	ADD 39%
39	D.A. DAVIDSON & CO.	352,726352,726	$12M	—	ADD 19%
40	Gateway Wealth Partners, LLC	350,388350,388	$12M	—	ADD 442%
41	Apollon Wealth Management, LLC	347,520347,520	$12M	—	ADD 35%
42	PCG Wealth Advisors, LLC	346,953346,953	$12M	—	ADD 54%
43	CARY STREET PARTNERS FINANCIAL LLC	343,614343,614	$12M	—	TRIM -4%
44	B. Riley Wealth Advisors, Inc.	344,298344,298	$12M	—	TRIM -10%
45	Betterment LLC	330,158330,158	$11M	—	NEW
46	JANE STREET GROUP, LLC	328,952328,952	$11M	—	ADD 64%
47	IFP Advisors, Inc	328,849328,849	$11M	—	ADD 4%
48	Hartmann Taylor Wealth Management, LLC	326,175326,175	$11M	—	—
49	Johnson Bixby & Associates, LLC	323,272323,272	$11M	—	ADD 2%
50	High Net Worth Advisory Group LLC	316,985316,985	$11M	—	ADD 7%
51	SMITH, MOORE & CO.	316,865316,865	$11M	—	ADD 3%
52	Base Wealth Management LLC	315,259315,259	$11M	—	TRIM -7%
53	Quantum Financial Planning Services, Inc.	312,795312,795	$11M	—	—
54	ASSETMARK, INC	310,622310,622	$11M	—	ADD 38%
55	Capital Management Associates, Inc	299,356299,356	$10M	—	ADD 11%
56	Stratos Wealth Partners, LTD.	299,200299,200	$10M	—	ADD 10%
57	Capital Group Private Client Services, Inc.	297,810297,810	$10M	—	ADD 43%
58	Boyer Financial Services, Inc.	292,944292,944	$10M	—	ADD 15%
59	Clarity Wealth Advisors, LLC	292,341292,341	$10M	—	ADD 41%
60	Merit Financial Group, LLC	290,398290,398	$10M	—	ADD 19%
61	FOUNDERS FINANCIAL SECURITIES LLC	278,522278,522	$10M	—	ADD 20%
62	BANK OF AMERICA CORP /DE/	282,663282,663	$10M	—	ADD 78%
63	Geneos Wealth Management Inc.	280,360280,360	$10M	—	ADD 4%
64	LongView Wealth Management	264,333264,333	$10M	—	ADD 8%
65	UBS Group AG	278,175278,175	$10M	—	ADD 38%
66	Cullen/Frost Bankers, Inc.	259,833259,833	$9M	—	ADD 2%
67	AdvisorNet Financial, Inc	241,714241,714	$8M	—	ADD 417%
68	SEAMOUNT FINANCIAL GROUP INC	241,321241,321	$8M	—	ADD 25%
69	Venture Visionary Partners LLC	237,701237,701	$8M	—	ADD 6%
70	HighTower Advisors, LLC	227,023227,023	$8M	—	ADD 8%
71	Integrated Wealth Concepts LLC	226,531226,531	$8M	—	ADD 16%
72	CITADEL ADVISORS LLC	222,510222,510	$8M	—	ADD 33%
73	Essex Financial Services, Inc.	217,276217,276	$7M	—	ADD 33%
74	Independent Advisor Alliance	216,544216,544	$7M	—	NEW
75	ENDEAVOR PRIVATE WEALTH, INC.	203,948203,948	$7M	—	TRIM -5%
76	CLG LLC	204,440204,440	$7M	—	ADD 24%
77	Patriot Financial Group Insurance Agency, LLC	202,522202,522	$7M	—	ADD 286%
78	Worth Asset Management, LLC	196,324196,324	$7M	—	—
79	Advisory Services Network, LLC	191,174191,174	$7M	—	ADD 21%
80	Equitable Holdings, Inc.	185,923185,923	$7M	—	ADD 18%
81	Westside Investment Management, Inc.	179,565179,565	$6M	—	ADD 23%
82	Tempus Wealth Planning, LLC	173,996173,996	$6M	—	ADD 4%
83	TRUIST FINANCIAL CORP	171,214171,214	$6M	—	ADD 35%
84	Kingsview Wealth Management, LLC	170,507170,507	$6M	—	TRIM -4%
85	Prospera Financial Services Inc	166,795166,795	$6M	—	ADD 13%
86	Bleakley Financial Group, LLC	165,049165,049	$6M	—	ADD 18%
87	SAGESPRING WEALTH PARTNERS, LLC	164,065164,065	$6M	—	ADD 18%
88	Clear Creek Financial Management, LLC	163,630163,630	$6M	—	ADD 56%
89	Michael Brady & Co., LLC	162,906162,906	$6M	—	ADD 10%
90	Rockefeller Capital Management L.P.	157,617157,617	$5M	—	ADD 79%
91	Valmark Advisers, Inc.	155,985155,985	$5M	—	ADD 32%
92	Merited Wealth, LLC	155,328155,328	$5M	—	ADD 3%
93	THOROUGHBRED FINANCIAL SERVICES, LLC	151,097151,097	$5M	—	ADD 8%
94	Integrity Advisory Solutions, LLC	147,801147,801	$5M	—	—
95	WealthCare Investment Partners, LLC	146,172146,172	$5M	—	—
96	First Heartland Consultants, Inc.	146,005146,005	$5M	—	ADD 9%
97	CVFG LLC	143,479143,479	$5M	—	ADD 16%
98	Sunbelt Securities, Inc.	142,527142,527	$5M	—	—
99	Sigma Planning Corp	141,565141,565	$5M	—	ADD 14%
100	Envestnet Portfolio Solutions, Inc.	139,216139,216	$5M	—	ADD 16%

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.

Buyers & sellers2026-Q1 vs 2025-Q4 · 251 bought / 74 sold · net +23,588,817 shares · 13.0d of ADV

Bought251 filers

Shares: 26,022,734
Value: $895M
Opened: 35 · 4,860,786 sh
Days of ADV: 14.3d

Sold74 filers

Shares: 2,433,917
Value: $84M
Closed: 26 · 925,619 sh
Days of ADV: 1.3d

Net (all filers) +23,588,817 sh · $812M · 25.4% of the prior register

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

LPL Financial LLC

3.8M

5.5M

7.4M

9.8M

12.6M

14.9M

$513M

Advance Capital Management, Inc.

2.2M

2.7M

9.3M

9.4M

12.0M

$412M

ENVESTNET ASSET MANAGEMENT INC

2.4M

3.1M

4.1M

5.4M

6.9M

8.2M

$284M

WELLS FARGO & COMPANY/MN

165

166

613K

1.6M

4.6M

7.6M

$263M

MORGAN STANLEY

1.8M

2.2M

2.4M

3.5M

4.1M

5.4M

$187M

Cetera Investment Advisers

1.0M

1.6M

1.7M

2.4M

3.3M

4.0M

$139M

Forge Financial Services LLC

—

3.8M

$130M

RAYMOND JAMES FINANCIAL INC

844K

1.0M

1.8M

2.2M

2.6M

3.7M

$128M

COMMONWEALTH EQUITY SERVICES, LLC

1.2M

1.8M

2.1M

2.8M

3.2M

$112M

OSAIC HOLDINGS, INC.

1.2M

1.6M

1.4M

2.1M

2.6M

2.8M

$97M

ROYAL BANK OF CANADA

1.4M

1.5M

3.1M

1.8M

2.0M

2.3M

$80M

Cambridge Investment Research Advisors, Inc.

1.3M

1.5M

1.6M

1.9M

2.3M

$79M

CWM, LLC

65K

715K

2.2M

2.1M

2.2M

$77M

Aprio Wealth Management, LLC

—

1.8M

1.9M

$66M

JONES FINANCIAL COMPANIES LLLP

136K

317K

644K

1.0M

1.5M

1.9M

$66M

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	318	116,511,021	—	$4.0B
2025-Q4	309	92,922,204	—	$3.3B
2025-Q3	255	71,483,957	—	$2.5B
2025-Q2	243	53,696,946	—	$1.8B
2025-Q1	219	40,458,633	—	$1.3B
2024-Q4	186	29,692,337	—	$958M

Short interest has its own tab now — open SI →

▸Register gapwho owns your peers and not you

13F

CGBL☆

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

Top holders

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

Institutional footprint by quarter

▸Register gapwho owns your peers and not you

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

Top holders

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

Institutional footprint by quarter

▸Register gapwho owns your peers and not you

CGBL