CGCV

—

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$32.95

-0.32 (-0.96%)

USD · as of 2026-07-29 · marketstack

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

143 holders

NOT COVEREDCAPITAL GROUP CONSERVATIVE EOutside 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)

43,046,432

Reporting holders

143

% 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 register99.8%141 active filers

Index / screened out0.2%2 filers

Reporting holders1432026-Q1

Top-10 concentration67.5%

HHI0.0910

Effective holders11.0

Crowding percentile—

Crowding percentile withheld — no market cap for CGCV 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 143 · Δ vs 2025-Q4

#	Holder	Shares	Value	% of shares out	Δ QoQ
1	Capital International Investors	9,929,9759.9M	$296M	—	—
2	Capital Group Private Client Services, Inc.	5,378,7725.4M	$160M	—	ADD 44%
3	LPL Financial LLC	4,664,3534.7M	$139M	—	ADD 18%
4	RAYMOND JAMES FINANCIAL INC	2,372,8102.4M	$71M	—	TRIM -20%
5	ENVESTNET ASSET MANAGEMENT INC	2,135,4342.1M	$64M	—	ADD 19%
6	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	1,213,6951.2M	$36M	—	ADD 12%
7	Cetera Investment Advisers	892,128892,128	$27M	—	ADD 13%
8	STIFEL FINANCIAL CORP	838,352838,352	$25M	—	TRIM -11%
9	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	831,115831,115	$25M	—	—
10	Tribridge Partners Financial LLC	793,969793,969	$24M	—	ADD 5%
11	COMMONWEALTH EQUITY SERVICES, LLC	714,017714,017	$21M	—	ADD 25%
12	WELLS FARGO & COMPANY/MN	665,873665,873	$20M	—	ADD 83%
13	JONES FINANCIAL COMPANIES LLLP	656,967656,967	$19M	—	ADD 72%
14	CITADEL ADVISORS LLC	647,506647,506	$19M	—	ADD 503%
15	Envision Financial Planning, LLC	628,948628,948	$19M	—	ADD 4%
16	Clearstead Trust, LLC	513,754513,754	$15M	—	ADD 68%
17	Souders Financial Advisors	469,338469,338	$14M	—	NEW
18	HighPoint Advisor Group LLC	457,244457,244	$14M	—	ADD 3%
19	ST GERMAIN D J CO INC	380,384380,384	$11M	—	—
20	MML INVESTORS SERVICES, LLC	361,544361,544	$11M	—	ADD 13%
21	OSAIC HOLDINGS, INC.	351,334351,334	$10M	—	ADD 25%
22	Confluence Wealth Services, Inc.	350,607350,607	$10M	—	ADD 31%
23	Cambridge Investment Research Advisors, Inc.	348,118348,118	$10M	—	ADD 9%
24	AdvisorNet Financial, Inc	341,835341,835	$10M	—	ADD 820%
25	&PARTNERS	310,027310,027	$9M	—	ADD 45%
26	HARBOUR INVESTMENTS, INC.	302,786302,786	$9M	—	ADD 504%
27	Carson Advisory Inc.	292,429292,429	$9M	—	ADD 3%
28	J. Derek Lewis & Associates Inc.	281,856281,856	$8M	—	—
29	RM Financial Services, LLC	280,958280,958	$8M	—	—
30	Valmark Advisers, Inc.	280,706280,706	$8M	—	ADD 20%
31	BANK OF AMERICA CORP /DE/	272,958272,958	$8M	—	ADD 64%
32	Troutman Wealth Management, LLC	246,978246,978	$7M	—	—
33	Steward Partners Investment Advisory, LLC	226,905226,905	$7M	—	ADD 5%
34	Midwest Heritage Bank, FSB	221,670221,670	$7M	—	ADD 55%
35	FINANCIAL MANAGEMENT NETWORK INC	210,506210,506	$7M	—	ADD 7%
36	Baird Financial Group, Inc.	190,755190,755	$6M	—	ADD 7%
37	ROYAL BANK OF CANADA	183,485183,485	$5M	—	ADD 25%
38	Janney Montgomery Scott LLC	180,061180,061	$5M	—	ADD 25%
39	Vestmark Advisory Solutions, Inc.	164,344164,344	$5M	—	ADD 13%
40	Apollon Wealth Management, LLC	162,865162,865	$5M	—	ADD 38%
41	SUSQUEHANNA INTERNATIONAL GROUP, LLP	153,714153,714	$5M	—	TRIM -18%
42	Kestra Advisory Services, LLC	144,655144,655	$4M	—	ADD 214%
43	Evernest Financial Advisors, LLC	129,884129,884	$4M	—	TRIM -48%
44	JANE STREET GROUP, LLC	133,171133,171	$4M	—	NEW
45	REGATTA CAPITAL GROUP, LLC	131,961131,961	$4M	—	ADD 18%
46	TRUIST FINANCIAL CORP	130,417130,417	$4M	—	TRIM -46%
47	GREAT VALLEY ADVISOR GROUP, INC.	119,418119,418	$4M	—	TRIM -27%
48	FOUNDERS FINANCIAL SECURITIES LLC	95,43195,431	$3M	—	ADD 28%
49	CAPTRUST FINANCIAL ADVISORS	98,82098,820	$3M	—	ADD 15%
50	Compton Financial Group, LLC	84,94284,942	$3M	—	NEW
51	Bulwark Capital Corp	79,87079,870	$2M	—	TRIM -6%
52	BlueChip Wealth Advisors LLC	78,95578,955	$2M	—	ADD 310%
53	Hartmann Taylor Wealth Management, LLC	75,96475,964	$2M	—	ADD 15%
54	Prospera Financial Services Inc	69,86869,868	$2M	—	NEW
55	DMKC Advisory Services, LLC	69,40069,400	$2M	—	ADD 18%
56	Gateway Wealth Partners, LLC	68,13568,135	$2M	—	ADD 326%
57	ASSETMARK, INC	66,36766,367	$2M	—	ADD 6%
58	Golden State Wealth Management, LLC	64,15664,156	$2M	—	ADD 16%
59	Private Advisor Group, LLC	63,16463,164	$2M	—	ADD 3%
60	Pines Wealth Management, LLC	58,69858,698	$2M	—	—
61	Meridian Wealth Management, LLC	57,56957,569	$2M	—	—
62	CWS Financial Advisors, LLC	55,62455,624	$2M	—	—
63	Worthington Financial Partners, LLC	55,17555,175	$2M	—	—
64	Junk Investment Group, LLC	50,66650,666	$2M	—	NEW
65	BENJAMIN EDWARDS INC	46,08046,080	$1M	—	ADD 21%
66	Orion Porfolio Solutions, LLC	45,44045,440	$1M	—	ADD 4%
67	CGN Advisors LLC	44,08644,086	$1M	—	—
68	Integrated Wealth Concepts LLC	42,73642,736	$1M	—	ADD 38%
69	Continuum Advisory, LLC	39,96639,966	$1M	—	ADD 50%
70	PRINCIPAL SECURITIES, INC.	38,10638,106	$1M	—	ADD 7%
71	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	36,57736,577	$1M	—	NEW
72	Cullen/Frost Bankers, Inc.	34,50934,509	$1M	—	ADD 13%
73	Sigma Planning Corp	32,89032,890	$982,893	—	ADD 14%
74	PCG Wealth Advisors, LLC	31,36231,362	$934,904	—	NEW
75	Equitable Holdings, Inc.	30,64330,643	$934,305	—	ADD 143%
76	World Investment Advisors	30,80730,807	$918,342	—	ADD 61%
77	Envestnet Portfolio Solutions, Inc.	30,48630,486	$908,788	—	TRIM -16%
78	HighTower Advisors, LLC	30,34030,340	$904,436	—	ADD 3%
79	D.A. DAVIDSON & CO.	25,58025,580	$762,540	—	ADD 15%
80	Main Line Retirement Advisors, LLC	25,06225,062	$747,090	—	ADD 26%
81	Western Wealth Management, LLC	24,54624,546	$731,716	—	ADD 13%
82	ROTHSCHILD INVESTMENT LLC	23,85023,850	$710,969	—	NEW
83	GTS SECURITIES LLC	23,19723,197	$691,503	—	TRIM -71%
84	Regal Investment Advisors LLC	22,18422,184	$661,318	—	ADD 14%
85	Kingsview Wealth Management, LLC	21,88121,881	$652,260	—	TRIM -38%
86	Independent Advisor Alliance	21,21121,211	$632,303	—	NEW
87	NATIXIS ADVISORS, LLC	21,21521,215	$632,000	—	ADD 76%
88	A&I FINANCIAL SERVICES, LLC	20,85720,857	$621,758	—	ADD 11%
89	INDEPENDENT FINANCIAL GROUP, LLC	20,23620,236	$603,235	—	NEW
90	Synergy Investment Management, LLC	18,97518,975	$565,646	—	—
91	Stratos Wealth Partners, LTD.	18,56118,561	$553,332	—	—
92	Virtu Financial LLC	18,20418,204	$543,000	—	NEW
93	KWB Wealth	17,32917,329	$528,355	—	—
94	Transamerica Financial Advisors, LLC	16,84316,843	$504,338	—	ADD 92%
95	Cyndeo Wealth Partners, LLC	16,45816,458	$490,613	—	ADD 4%
96	DAVENPORT & Co LLC	15,30015,300	$456,092	—	ADD 63%
97	Capital Analysts, LLC	14,68114,681	$438,000	—	ADD 72%
98	M.E. ALLISON & CO., INC.	14,44514,445	$430,604	—	—
99	LongView Wealth Management	12,70212,702	$394,651	—	NEW
100	Lodestone Wealth Management LLC	12,78312,783	$381,052	—	—

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 · 109 bought / 35 sold · net +5,798,984 shares · 13.8d of ADV

Bought109 filers

Shares: 7,253,652
Value: $216M
Opened: 25 · 1,037,993 sh
Days of ADV: 17.3d

Sold35 filers

Shares: 1,454,668
Value: $43M
Closed: 16 · 312,173 sh
Days of ADV: 3.5d

Net (all filers) +5,798,984 sh · $173M · 15.6% 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

Capital International Investors

984K

465K

65K

9.9M

$296M

Capital Group Private Client Services, Inc.

1.3M

1.8M

2.5M

3.3M

3.7M

5.4M

$160M

LPL Financial LLC

97K

387K

1.4M

2.6M

3.9M

4.7M

$139M

RAYMOND JAMES FINANCIAL INC

789K

837K

1.4M

1.9M

3.0M

2.4M

$71M

ENVESTNET ASSET MANAGEMENT INC

20K

343K

567K

1.6M

1.8M

2.1M

$64M

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

—

179K

1.1M

1.2M

$36M

Cetera Investment Advisers

11K

155K

204K

414K

792K

892K

$27M

STIFEL FINANCIAL CORP

—

19K

42K

783K

938K

838K

$25M

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

—

15K

828K

831K

$25M

Tribridge Partners Financial LLC

—

543K

694K

758K

794K

$24M

COMMONWEALTH EQUITY SERVICES, LLC

141K

233K

389K

488K

570K

714K

$21M

WELLS FARGO & COMPANY/MN

60K

365K

666K

$20M

JONES FINANCIAL COMPANIES LLLP

—

65K

167K

262K

381K

657K

$19M

CITADEL ADVISORS LLC

—

98K

246K

107K

648K

$19M

Envision Financial Planning, LLC

57K

83K

105K

142K

604K

629K

$19M

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	143	43,046,432	—	$1.3B
2025-Q4	134	37,247,448	—	$1.1B
2025-Q3	107	27,472,556	—	$827M
2025-Q2	83	10,381,944	—	$297M
2025-Q1	66	7,417,925	—	$201M
2024-Q4	47	4,924,471	—	$131M
2024-Q3	21	2,206,469	—	$60M
2024-Q2	4	474,041	—	$12M

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 CGCV · 2026-Q1 methodology → sources →

143 holders

% of shares outstanding held

—

Shares held (13F)

43,046,432

Reporting holders

143

Active share of register99.8%141 active filers

Index / screened out0.2%2 filers

Reporting holders1432026-Q1

Top-10 concentration67.5%

HHI0.0910

Effective holders11.0

Crowding percentile—

Crowding percentile withheld — no market cap for CGCV 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 143 · Δ vs 2025-Q4

#	Holder	Shares	Value	% of shares out	Δ QoQ
1	Capital International Investors	9,929,9759.9M	$296M	—	—
2	Capital Group Private Client Services, Inc.	5,378,7725.4M	$160M	—	ADD 44%
3	LPL Financial LLC	4,664,3534.7M	$139M	—	ADD 18%
4	RAYMOND JAMES FINANCIAL INC	2,372,8102.4M	$71M	—	TRIM -20%
5	ENVESTNET ASSET MANAGEMENT INC	2,135,4342.1M	$64M	—	ADD 19%
6	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	1,213,6951.2M	$36M	—	ADD 12%
7	Cetera Investment Advisers	892,128892,128	$27M	—	ADD 13%
8	STIFEL FINANCIAL CORP	838,352838,352	$25M	—	TRIM -11%
9	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	831,115831,115	$25M	—	—
10	Tribridge Partners Financial LLC	793,969793,969	$24M	—	ADD 5%
11	COMMONWEALTH EQUITY SERVICES, LLC	714,017714,017	$21M	—	ADD 25%
12	WELLS FARGO & COMPANY/MN	665,873665,873	$20M	—	ADD 83%
13	JONES FINANCIAL COMPANIES LLLP	656,967656,967	$19M	—	ADD 72%
14	CITADEL ADVISORS LLC	647,506647,506	$19M	—	ADD 503%
15	Envision Financial Planning, LLC	628,948628,948	$19M	—	ADD 4%
16	Clearstead Trust, LLC	513,754513,754	$15M	—	ADD 68%
17	Souders Financial Advisors	469,338469,338	$14M	—	NEW
18	HighPoint Advisor Group LLC	457,244457,244	$14M	—	ADD 3%
19	ST GERMAIN D J CO INC	380,384380,384	$11M	—	—
20	MML INVESTORS SERVICES, LLC	361,544361,544	$11M	—	ADD 13%
21	OSAIC HOLDINGS, INC.	351,334351,334	$10M	—	ADD 25%
22	Confluence Wealth Services, Inc.	350,607350,607	$10M	—	ADD 31%
23	Cambridge Investment Research Advisors, Inc.	348,118348,118	$10M	—	ADD 9%
24	AdvisorNet Financial, Inc	341,835341,835	$10M	—	ADD 820%
25	&PARTNERS	310,027310,027	$9M	—	ADD 45%
26	HARBOUR INVESTMENTS, INC.	302,786302,786	$9M	—	ADD 504%
27	Carson Advisory Inc.	292,429292,429	$9M	—	ADD 3%
28	J. Derek Lewis & Associates Inc.	281,856281,856	$8M	—	—
29	RM Financial Services, LLC	280,958280,958	$8M	—	—
30	Valmark Advisers, Inc.	280,706280,706	$8M	—	ADD 20%
31	BANK OF AMERICA CORP /DE/	272,958272,958	$8M	—	ADD 64%
32	Troutman Wealth Management, LLC	246,978246,978	$7M	—	—
33	Steward Partners Investment Advisory, LLC	226,905226,905	$7M	—	ADD 5%
34	Midwest Heritage Bank, FSB	221,670221,670	$7M	—	ADD 55%
35	FINANCIAL MANAGEMENT NETWORK INC	210,506210,506	$7M	—	ADD 7%
36	Baird Financial Group, Inc.	190,755190,755	$6M	—	ADD 7%
37	ROYAL BANK OF CANADA	183,485183,485	$5M	—	ADD 25%
38	Janney Montgomery Scott LLC	180,061180,061	$5M	—	ADD 25%
39	Vestmark Advisory Solutions, Inc.	164,344164,344	$5M	—	ADD 13%
40	Apollon Wealth Management, LLC	162,865162,865	$5M	—	ADD 38%
41	SUSQUEHANNA INTERNATIONAL GROUP, LLP	153,714153,714	$5M	—	TRIM -18%
42	Kestra Advisory Services, LLC	144,655144,655	$4M	—	ADD 214%
43	Evernest Financial Advisors, LLC	129,884129,884	$4M	—	TRIM -48%
44	JANE STREET GROUP, LLC	133,171133,171	$4M	—	NEW
45	REGATTA CAPITAL GROUP, LLC	131,961131,961	$4M	—	ADD 18%
46	TRUIST FINANCIAL CORP	130,417130,417	$4M	—	TRIM -46%
47	GREAT VALLEY ADVISOR GROUP, INC.	119,418119,418	$4M	—	TRIM -27%
48	FOUNDERS FINANCIAL SECURITIES LLC	95,43195,431	$3M	—	ADD 28%
49	CAPTRUST FINANCIAL ADVISORS	98,82098,820	$3M	—	ADD 15%
50	Compton Financial Group, LLC	84,94284,942	$3M	—	NEW
51	Bulwark Capital Corp	79,87079,870	$2M	—	TRIM -6%
52	BlueChip Wealth Advisors LLC	78,95578,955	$2M	—	ADD 310%
53	Hartmann Taylor Wealth Management, LLC	75,96475,964	$2M	—	ADD 15%
54	Prospera Financial Services Inc	69,86869,868	$2M	—	NEW
55	DMKC Advisory Services, LLC	69,40069,400	$2M	—	ADD 18%
56	Gateway Wealth Partners, LLC	68,13568,135	$2M	—	ADD 326%
57	ASSETMARK, INC	66,36766,367	$2M	—	ADD 6%
58	Golden State Wealth Management, LLC	64,15664,156	$2M	—	ADD 16%
59	Private Advisor Group, LLC	63,16463,164	$2M	—	ADD 3%
60	Pines Wealth Management, LLC	58,69858,698	$2M	—	—
61	Meridian Wealth Management, LLC	57,56957,569	$2M	—	—
62	CWS Financial Advisors, LLC	55,62455,624	$2M	—	—
63	Worthington Financial Partners, LLC	55,17555,175	$2M	—	—
64	Junk Investment Group, LLC	50,66650,666	$2M	—	NEW
65	BENJAMIN EDWARDS INC	46,08046,080	$1M	—	ADD 21%
66	Orion Porfolio Solutions, LLC	45,44045,440	$1M	—	ADD 4%
67	CGN Advisors LLC	44,08644,086	$1M	—	—
68	Integrated Wealth Concepts LLC	42,73642,736	$1M	—	ADD 38%
69	Continuum Advisory, LLC	39,96639,966	$1M	—	ADD 50%
70	PRINCIPAL SECURITIES, INC.	38,10638,106	$1M	—	ADD 7%
71	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	36,57736,577	$1M	—	NEW
72	Cullen/Frost Bankers, Inc.	34,50934,509	$1M	—	ADD 13%
73	Sigma Planning Corp	32,89032,890	$982,893	—	ADD 14%
74	PCG Wealth Advisors, LLC	31,36231,362	$934,904	—	NEW
75	Equitable Holdings, Inc.	30,64330,643	$934,305	—	ADD 143%
76	World Investment Advisors	30,80730,807	$918,342	—	ADD 61%
77	Envestnet Portfolio Solutions, Inc.	30,48630,486	$908,788	—	TRIM -16%
78	HighTower Advisors, LLC	30,34030,340	$904,436	—	ADD 3%
79	D.A. DAVIDSON & CO.	25,58025,580	$762,540	—	ADD 15%
80	Main Line Retirement Advisors, LLC	25,06225,062	$747,090	—	ADD 26%
81	Western Wealth Management, LLC	24,54624,546	$731,716	—	ADD 13%
82	ROTHSCHILD INVESTMENT LLC	23,85023,850	$710,969	—	NEW
83	GTS SECURITIES LLC	23,19723,197	$691,503	—	TRIM -71%
84	Regal Investment Advisors LLC	22,18422,184	$661,318	—	ADD 14%
85	Kingsview Wealth Management, LLC	21,88121,881	$652,260	—	TRIM -38%
86	Independent Advisor Alliance	21,21121,211	$632,303	—	NEW
87	NATIXIS ADVISORS, LLC	21,21521,215	$632,000	—	ADD 76%
88	A&I FINANCIAL SERVICES, LLC	20,85720,857	$621,758	—	ADD 11%
89	INDEPENDENT FINANCIAL GROUP, LLC	20,23620,236	$603,235	—	NEW
90	Synergy Investment Management, LLC	18,97518,975	$565,646	—	—
91	Stratos Wealth Partners, LTD.	18,56118,561	$553,332	—	—
92	Virtu Financial LLC	18,20418,204	$543,000	—	NEW
93	KWB Wealth	17,32917,329	$528,355	—	—
94	Transamerica Financial Advisors, LLC	16,84316,843	$504,338	—	ADD 92%
95	Cyndeo Wealth Partners, LLC	16,45816,458	$490,613	—	ADD 4%
96	DAVENPORT & Co LLC	15,30015,300	$456,092	—	ADD 63%
97	Capital Analysts, LLC	14,68114,681	$438,000	—	ADD 72%
98	M.E. ALLISON & CO., INC.	14,44514,445	$430,604	—	—
99	LongView Wealth Management	12,70212,702	$394,651	—	NEW
100	Lodestone Wealth Management LLC	12,78312,783	$381,052	—	—

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 · 109 bought / 35 sold · net +5,798,984 shares · 13.8d of ADV

Bought109 filers

Shares: 7,253,652
Value: $216M
Opened: 25 · 1,037,993 sh
Days of ADV: 17.3d

Sold35 filers

Shares: 1,454,668
Value: $43M
Closed: 16 · 312,173 sh
Days of ADV: 3.5d

Net (all filers) +5,798,984 sh · $173M · 15.6% 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

Capital International Investors

984K

465K

65K

9.9M

$296M

Capital Group Private Client Services, Inc.

1.3M

1.8M

2.5M

3.3M

3.7M

5.4M

$160M

LPL Financial LLC

97K

387K

1.4M

2.6M

3.9M

4.7M

$139M

RAYMOND JAMES FINANCIAL INC

789K

837K

1.4M

1.9M

3.0M

2.4M

$71M

ENVESTNET ASSET MANAGEMENT INC

20K

343K

567K

1.6M

1.8M

2.1M

$64M

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

—

179K

1.1M

1.2M

$36M

Cetera Investment Advisers

11K

155K

204K

414K

792K

892K

$27M

STIFEL FINANCIAL CORP

—

19K

42K

783K

938K

838K

$25M

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

—

15K

828K

831K

$25M

Tribridge Partners Financial LLC

—

543K

694K

758K

794K

$24M

COMMONWEALTH EQUITY SERVICES, LLC

141K

233K

389K

488K

570K

714K

$21M

WELLS FARGO & COMPANY/MN

60K

365K

666K

$20M

JONES FINANCIAL COMPANIES LLLP

—

65K

167K

262K

381K

657K

$19M

CITADEL ADVISORS LLC

—

98K

246K

107K

648K

$19M

Envision Financial Planning, LLC

57K

83K

105K

142K

604K

629K

$19M

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	143	43,046,432	—	$1.3B
2025-Q4	134	37,247,448	—	$1.1B
2025-Q3	107	27,472,556	—	$827M
2025-Q2	83	10,381,944	—	$297M
2025-Q1	66	7,417,925	—	$201M
2024-Q4	47	4,924,471	—	$131M
2024-Q3	21	2,206,469	—	$60M
2024-Q2	4	474,041	—	$12M

Short interest has its own tab now — open SI →

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13F

CGCV☆

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

Top holders

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

Institutional footprint by quarter

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

Top holders

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

Institutional footprint by quarter

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CGCV