CGUS

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$43.88

+0.05 (+0.11%)

USD · as of 2026-07-28 · marketstack

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

407 holders

% of shares outstanding held

—

Shares held (13F)

165,958,648

Reporting holders

407

Top holders

largest 100 of 407 · Δ vs 2025-Q4

#	Holder	Shares	Value	% of shares out	Δ QoQ
1	LPL Financial LLC	28,053,75928.1M	$1.1B	—	ADD 18%
2	ENVESTNET ASSET MANAGEMENT INC	13,947,01013.9M	$536M	—	ADD 21%
3	RAYMOND JAMES FINANCIAL INC	8,803,9898.8M	$338M	—	ADD 20%
4	JONES FINANCIAL COMPANIES LLLP	7,801,3267.8M	$292M	—	ADD 27%
5	WELLS FARGO & COMPANY/MN	6,880,1926.9M	$264M	—	ADD 30%
6	MORGAN STANLEY	6,553,0936.6M	$252M	—	TRIM -2%
7	Cetera Investment Advisers	6,314,2576.3M	$243M	—	ADD 6%
8	Capital International Investors	6,049,8526.0M	$232M	—	—
9	Capital Group Private Client Services, Inc.	5,098,4515.1M	$196M	—	ADD 8%
10	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	4,513,1804.5M	$173M	—	ADD 4%
11	COMMONWEALTH EQUITY SERVICES, LLC	4,252,9164.3M	$163M	—	ADD 8%
12	Cambridge Investment Research Advisors, Inc.	3,126,0283.1M	$120M	—	ADD 13%
13	MML INVESTORS SERVICES, LLC	2,960,2093.0M	$114M	—	TRIM -14%
14	BENJAMIN EDWARDS INC	2,753,9492.8M	$106M	—	ADD 276%
15	ROYAL BANK OF CANADA	2,510,1892.5M	$96M	—	ADD 11%
16	SEI INVESTMENTS CO	2,346,8502.3M	$90M	—	ADD 17%
17	Merit Financial Group, LLC	2,307,1672.3M	$89M	—	ADD 5%
18	Private Advisor Group, LLC	2,116,9732.1M	$81M	—	ADD 6%
19	OSAIC HOLDINGS, INC.	2,104,7832.1M	$81M	—	TRIM -2%
20	CAPTRUST FINANCIAL ADVISORS	1,790,8381.8M	$69M	—	—
21	UBS Group AG	1,696,1271.7M	$65M	—	ADD 8%
22	Valmark Advisers, Inc.	1,333,1291.3M	$51M	—	ADD 100%
23	ASSETMARK, INC	1,323,2201.3M	$51M	—	ADD 13%
24	&PARTNERS	1,279,5701.3M	$49M	—	ADD 9%
25	Baird Financial Group, Inc.	1,281,1941.3M	$49M	—	ADD 7%
26	STIFEL FINANCIAL CORP	1,235,5641.2M	$47M	—	ADD 16%
27	Midwest Heritage Bank, FSB	1,053,0911.1M	$40M	—	ADD 8%
28	Kestra Advisory Services, LLC	1,029,9311.0M	$40M	—	ADD 13%
29	HUB Investment Partners, LLC	1,029,2371.0M	$40M	—	TRIM -10%
30	Janney Montgomery Scott LLC	1,012,5981.0M	$39M	—	ADD 33%
31	Souders Financial Advisors	996,057996,057	$38M	—	ADD 3%
32	BANK OF AMERICA CORP /DE/	977,976977,976	$38M	—	ADD 18%
33	SILVER OAK SECURITIES, INCORPORATED	939,142939,142	$36M	—	ADD 9%
34	Equitable Holdings, Inc.	663,333663,333	$27M	—	ADD 240%
35	BIP Wealth, LLC	690,410690,410	$27M	—	ADD 5%
36	Vestmark Advisory Solutions, Inc.	623,810623,810	$24M	—	ADD 22%
37	HighPoint Advisor Group LLC	598,699598,699	$23M	—	ADD 3%
38	CWM, LLC	588,581588,581	$23M	—	TRIM -2%
39	D.A. DAVIDSON & CO.	559,108559,108	$21M	—	ADD 19%
40	AA Financial Advisors, LLC	536,231536,231	$21M	—	ADD 26%
41	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	523,034523,034	$20M	—	TRIM -25%
42	EverSource Wealth Advisors, LLC	495,894495,894	$19M	—	ADD 7%
43	Summit Investment Advisory Services, LLC	482,381482,381	$19M	—	TRIM -34%
44	Beacon Pointe Advisors, LLC	479,677479,677	$18M	—	ADD 5%
45	TUDOR INVESTMENT CORP ET AL	477,304477,304	$18M	—	ADD 7653%
46	Orion Porfolio Solutions, LLC	465,073465,073	$18M	—	ADD 5%
47	HARBOUR INVESTMENTS, INC.	458,910458,910	$18M	—	TRIM -9%
48	Forge Financial Services LLC	435,527435,527	$17M	—	—
49	Ameritas Investment Partners, Inc.	424,179424,179	$16M	—	TRIM -8%
50	Ergawealth Advisors, Inc.	422,910422,910	$16M	—	ADD 7%
51	IFP Advisors, Inc	422,818422,818	$16M	—	ADD 3%
52	Independent Advisor Alliance	416,283416,283	$16M	—	NEW
53	JPMORGAN CHASE & CO	411,277411,277	$15M	—	ADD 32%
54	STEPHENS INC /AR/	394,659394,659	$15M	—	ADD 44%
55	Burford Brothers, Inc.	365,474365,474	$14M	—	ADD 3%
56	Bridgewealth Advisory Group, LLC	356,156356,156	$14M	—	ADD 8%
57	Entruity Wealth, LLC	346,342346,342	$13M	—	ADD 5%
58	PRINCIPAL SECURITIES, INC.	335,328335,328	$13M	—	ADD 15%
59	J. Derek Lewis & Associates Inc.	333,002333,002	$13M	—	ADD 22%
60	Strategic Blueprint, LLC	331,958331,958	$13M	—	ADD 5%
61	Mutual Advisors, LLC	316,940316,940	$12M	—	ADD 42%
62	TRUIST FINANCIAL CORP	312,421312,421	$12M	—	ADD 18%
63	Vigil Wealth Management, LLC	305,373305,373	$12M	—	ADD 5%
64	NATIXIS ADVISORS, LLC	299,069299,069	$11M	—	ADD 29%
65	Apollon Wealth Management, LLC	295,487295,487	$11M	—	ADD 30%
66	Michael Brady & Co., LLC	294,009294,009	$11M	—	—
67	KINGSWOOD WEALTH ADVISORS, LLC	287,149287,149	$11M	—	—
68	SAGESPRING WEALTH PARTNERS, LLC	280,091280,091	$11M	—	ADD 32%
69	Challenger Wealth Management	264,588264,588	$10M	—	—
70	Essex Financial Services, Inc.	255,383255,383	$10M	—	—
71	ST GERMAIN D J CO INC	247,693247,693	$10M	—	TRIM -3%
72	Guided Capital Wealth Management, LLC	243,334243,334	$9M	—	—
73	FOUNDERS FINANCIAL SECURITIES LLC	215,805215,805	$9M	—	ADD 20%
74	CARY STREET PARTNERS FINANCIAL LLC	224,826224,826	$9M	—	TRIM -11%
75	Smartleaf Asset Management LLC	230,295230,295	$9M	—	ADD 9%
76	Sunbelt Securities, Inc.	217,991217,991	$8M	—	—
77	Envestnet Portfolio Solutions, Inc.	212,774212,774	$8M	—	—
78	Gateway Wealth Partners, LLC	211,699211,699	$8M	—	ADD 363%
79	BETO FINANCIAL GROUP, LLC	179,160179,160	$8M	—	ADD 602%
80	Cannon Wealth Management Services, LLC	194,228194,228	$7M	—	ADD 3%
81	Gerber Kawasaki Wealth & Investment Management	194,150194,150	$7M	—	—
82	Cullen/Frost Bankers, Inc.	191,778191,778	$7M	—	ADD 35%
83	GREAT VALLEY ADVISOR GROUP, INC.	190,590190,590	$7M	—	TRIM -13%
84	HighTower Advisors, LLC	190,510190,510	$7M	—	—
85	Sovran Advisors, LLC	168,809168,809	$7M	—	ADD 12%
86	Integrated Wealth Concepts LLC	178,623178,623	$7M	—	ADD 11%
87	Compton Financial Group, LLC	177,465177,465	$7M	—	ADD 2457%
88	BLAIR WILLIAM & CO/IL	169,303169,303	$7M	—	—
89	THOROUGHBRED FINANCIAL SERVICES, LLC	168,276168,276	$6M	—	ADD 14%
90	Geneos Wealth Management Inc.	162,379162,379	$6M	—	ADD 11%
91	Aspire Growth Partners LLC	161,600161,600	$6M	—	ADD 15%
92	CREATIVE FINANCIAL DESIGNS INC /ADV	160,247160,247	$6M	—	ADD 4%
93	Clear Creek Financial Management, LLC	157,577157,577	$6M	—	ADD 22%
94	Wealthcare Advisory Partners LLC	155,069155,069	$6M	—	TRIM -2%
95	Western Wealth Management, LLC	154,893154,893	$6M	—	ADD 23%
96	CENTAURUS FINANCIAL, INC.	150,545150,545	$6M	—	ADD 3%
97	A&I FINANCIAL SERVICES, LLC	144,007144,007	$6M	—	ADD 12%
98	PFG Advisors	139,383139,383	$5M	—	ADD 3%
99	Sanctuary Advisors, LLC	139,125139,125	$5M	—	ADD 20%
100	BNB Wealth Management, LLC	136,077136,077	$5M	—	TRIM -4%

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

LPL Financial LLC

9.2M

14.8M

16.2M

19.9M

23.7M

28.1M

$1.1B

ENVESTNET ASSET MANAGEMENT INC

7.8M

9.1M

10.3M

11.1M

11.5M

13.9M

$536M

RAYMOND JAMES FINANCIAL INC

4.8M

5.2M

5.7M

7.0M

7.3M

8.8M

$338M

JONES FINANCIAL COMPANIES LLLP

1.8M

2.6M

3.8M

4.8M

6.1M

7.8M

$292M

WELLS FARGO & COMPANY/MN

2.6M

2.9M

3.1M

4.0M

5.3M

6.9M

$264M

MORGAN STANLEY

4.0M

4.4M

5.0M

6.1M

6.7M

6.6M

$252M

Cetera Investment Advisers

3.1M

3.8M

4.8M

5.5M

5.9M

6.3M

$243M

Capital International Investors

33K

6.0M

$232M

Capital Group Private Client Services, Inc.

4.0M

4.3M

4.4M

4.6M

4.7M

5.1M

$196M

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

3.2M

3.6M

3.9M

4.1M

4.3M

4.5M

$173M

COMMONWEALTH EQUITY SERVICES, LLC

2.7M

3.2M

3.4M

3.7M

3.9M

4.3M

$163M

Cambridge Investment Research Advisors, Inc.

2.0M

2.3M

2.5M

2.6M

2.8M

3.1M

$120M

MML INVESTORS SERVICES, LLC

2.1M

2.7M

3.0M

3.2M

3.4M

3.0M

$114M

BENJAMIN EDWARDS INC

312K

369K

470K

599K

732K

2.8M

$106M

ROYAL BANK OF CANADA

1.7M

2.0M

3.8M

2.0M

2.3M

2.5M

$96M

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	407	165,958,648	—	$6.4B
2025-Q4	395	146,925,821	—	$5.9B
2025-Q3	347	131,139,615	—	$5.2B
2025-Q2	335	110,424,129	—	$4.1B
2025-Q1	319	98,233,969	—	$3.3B
2024-Q4	304	82,151,460	—	$2.9B
2024-Q3	259	68,754,526	—	$2.4B
2024-Q2	245	58,943,872	—	$1.9B
2024-Q1	202	48,181,970	—	$1.5B
2023-Q4	183	40,266,687	—	$1.1B
2023-Q3	148	31,814,186	—	$799M
2023-Q2	118	22,564,192	—	$579M
2023-Q1	107	17,773,683

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 CGUS · 2026-Q1 methodology → sources →

407 holders

% of shares outstanding held

—

Shares held (13F)

165,958,648

Reporting holders

407

Top holders

largest 100 of 407 · Δ vs 2025-Q4

#	Holder	Shares	Value	% of shares out	Δ QoQ
1	LPL Financial LLC	28,053,75928.1M	$1.1B	—	ADD 18%
2	ENVESTNET ASSET MANAGEMENT INC	13,947,01013.9M	$536M	—	ADD 21%
3	RAYMOND JAMES FINANCIAL INC	8,803,9898.8M	$338M	—	ADD 20%
4	JONES FINANCIAL COMPANIES LLLP	7,801,3267.8M	$292M	—	ADD 27%
5	WELLS FARGO & COMPANY/MN	6,880,1926.9M	$264M	—	ADD 30%
6	MORGAN STANLEY	6,553,0936.6M	$252M	—	TRIM -2%
7	Cetera Investment Advisers	6,314,2576.3M	$243M	—	ADD 6%
8	Capital International Investors	6,049,8526.0M	$232M	—	—
9	Capital Group Private Client Services, Inc.	5,098,4515.1M	$196M	—	ADD 8%
10	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	4,513,1804.5M	$173M	—	ADD 4%
11	COMMONWEALTH EQUITY SERVICES, LLC	4,252,9164.3M	$163M	—	ADD 8%
12	Cambridge Investment Research Advisors, Inc.	3,126,0283.1M	$120M	—	ADD 13%
13	MML INVESTORS SERVICES, LLC	2,960,2093.0M	$114M	—	TRIM -14%
14	BENJAMIN EDWARDS INC	2,753,9492.8M	$106M	—	ADD 276%
15	ROYAL BANK OF CANADA	2,510,1892.5M	$96M	—	ADD 11%
16	SEI INVESTMENTS CO	2,346,8502.3M	$90M	—	ADD 17%
17	Merit Financial Group, LLC	2,307,1672.3M	$89M	—	ADD 5%
18	Private Advisor Group, LLC	2,116,9732.1M	$81M	—	ADD 6%
19	OSAIC HOLDINGS, INC.	2,104,7832.1M	$81M	—	TRIM -2%
20	CAPTRUST FINANCIAL ADVISORS	1,790,8381.8M	$69M	—	—
21	UBS Group AG	1,696,1271.7M	$65M	—	ADD 8%
22	Valmark Advisers, Inc.	1,333,1291.3M	$51M	—	ADD 100%
23	ASSETMARK, INC	1,323,2201.3M	$51M	—	ADD 13%
24	&PARTNERS	1,279,5701.3M	$49M	—	ADD 9%
25	Baird Financial Group, Inc.	1,281,1941.3M	$49M	—	ADD 7%
26	STIFEL FINANCIAL CORP	1,235,5641.2M	$47M	—	ADD 16%
27	Midwest Heritage Bank, FSB	1,053,0911.1M	$40M	—	ADD 8%
28	Kestra Advisory Services, LLC	1,029,9311.0M	$40M	—	ADD 13%
29	HUB Investment Partners, LLC	1,029,2371.0M	$40M	—	TRIM -10%
30	Janney Montgomery Scott LLC	1,012,5981.0M	$39M	—	ADD 33%
31	Souders Financial Advisors	996,057996,057	$38M	—	ADD 3%
32	BANK OF AMERICA CORP /DE/	977,976977,976	$38M	—	ADD 18%
33	SILVER OAK SECURITIES, INCORPORATED	939,142939,142	$36M	—	ADD 9%
34	Equitable Holdings, Inc.	663,333663,333	$27M	—	ADD 240%
35	BIP Wealth, LLC	690,410690,410	$27M	—	ADD 5%
36	Vestmark Advisory Solutions, Inc.	623,810623,810	$24M	—	ADD 22%
37	HighPoint Advisor Group LLC	598,699598,699	$23M	—	ADD 3%
38	CWM, LLC	588,581588,581	$23M	—	TRIM -2%
39	D.A. DAVIDSON & CO.	559,108559,108	$21M	—	ADD 19%
40	AA Financial Advisors, LLC	536,231536,231	$21M	—	ADD 26%
41	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	523,034523,034	$20M	—	TRIM -25%
42	EverSource Wealth Advisors, LLC	495,894495,894	$19M	—	ADD 7%
43	Summit Investment Advisory Services, LLC	482,381482,381	$19M	—	TRIM -34%
44	Beacon Pointe Advisors, LLC	479,677479,677	$18M	—	ADD 5%
45	TUDOR INVESTMENT CORP ET AL	477,304477,304	$18M	—	ADD 7653%
46	Orion Porfolio Solutions, LLC	465,073465,073	$18M	—	ADD 5%
47	HARBOUR INVESTMENTS, INC.	458,910458,910	$18M	—	TRIM -9%
48	Forge Financial Services LLC	435,527435,527	$17M	—	—
49	Ameritas Investment Partners, Inc.	424,179424,179	$16M	—	TRIM -8%
50	Ergawealth Advisors, Inc.	422,910422,910	$16M	—	ADD 7%
51	IFP Advisors, Inc	422,818422,818	$16M	—	ADD 3%
52	Independent Advisor Alliance	416,283416,283	$16M	—	NEW
53	JPMORGAN CHASE & CO	411,277411,277	$15M	—	ADD 32%
54	STEPHENS INC /AR/	394,659394,659	$15M	—	ADD 44%
55	Burford Brothers, Inc.	365,474365,474	$14M	—	ADD 3%
56	Bridgewealth Advisory Group, LLC	356,156356,156	$14M	—	ADD 8%
57	Entruity Wealth, LLC	346,342346,342	$13M	—	ADD 5%
58	PRINCIPAL SECURITIES, INC.	335,328335,328	$13M	—	ADD 15%
59	J. Derek Lewis & Associates Inc.	333,002333,002	$13M	—	ADD 22%
60	Strategic Blueprint, LLC	331,958331,958	$13M	—	ADD 5%
61	Mutual Advisors, LLC	316,940316,940	$12M	—	ADD 42%
62	TRUIST FINANCIAL CORP	312,421312,421	$12M	—	ADD 18%
63	Vigil Wealth Management, LLC	305,373305,373	$12M	—	ADD 5%
64	NATIXIS ADVISORS, LLC	299,069299,069	$11M	—	ADD 29%
65	Apollon Wealth Management, LLC	295,487295,487	$11M	—	ADD 30%
66	Michael Brady & Co., LLC	294,009294,009	$11M	—	—
67	KINGSWOOD WEALTH ADVISORS, LLC	287,149287,149	$11M	—	—
68	SAGESPRING WEALTH PARTNERS, LLC	280,091280,091	$11M	—	ADD 32%
69	Challenger Wealth Management	264,588264,588	$10M	—	—
70	Essex Financial Services, Inc.	255,383255,383	$10M	—	—
71	ST GERMAIN D J CO INC	247,693247,693	$10M	—	TRIM -3%
72	Guided Capital Wealth Management, LLC	243,334243,334	$9M	—	—
73	FOUNDERS FINANCIAL SECURITIES LLC	215,805215,805	$9M	—	ADD 20%
74	CARY STREET PARTNERS FINANCIAL LLC	224,826224,826	$9M	—	TRIM -11%
75	Smartleaf Asset Management LLC	230,295230,295	$9M	—	ADD 9%
76	Sunbelt Securities, Inc.	217,991217,991	$8M	—	—
77	Envestnet Portfolio Solutions, Inc.	212,774212,774	$8M	—	—
78	Gateway Wealth Partners, LLC	211,699211,699	$8M	—	ADD 363%
79	BETO FINANCIAL GROUP, LLC	179,160179,160	$8M	—	ADD 602%
80	Cannon Wealth Management Services, LLC	194,228194,228	$7M	—	ADD 3%
81	Gerber Kawasaki Wealth & Investment Management	194,150194,150	$7M	—	—
82	Cullen/Frost Bankers, Inc.	191,778191,778	$7M	—	ADD 35%
83	GREAT VALLEY ADVISOR GROUP, INC.	190,590190,590	$7M	—	TRIM -13%
84	HighTower Advisors, LLC	190,510190,510	$7M	—	—
85	Sovran Advisors, LLC	168,809168,809	$7M	—	ADD 12%
86	Integrated Wealth Concepts LLC	178,623178,623	$7M	—	ADD 11%
87	Compton Financial Group, LLC	177,465177,465	$7M	—	ADD 2457%
88	BLAIR WILLIAM & CO/IL	169,303169,303	$7M	—	—
89	THOROUGHBRED FINANCIAL SERVICES, LLC	168,276168,276	$6M	—	ADD 14%
90	Geneos Wealth Management Inc.	162,379162,379	$6M	—	ADD 11%
91	Aspire Growth Partners LLC	161,600161,600	$6M	—	ADD 15%
92	CREATIVE FINANCIAL DESIGNS INC /ADV	160,247160,247	$6M	—	ADD 4%
93	Clear Creek Financial Management, LLC	157,577157,577	$6M	—	ADD 22%
94	Wealthcare Advisory Partners LLC	155,069155,069	$6M	—	TRIM -2%
95	Western Wealth Management, LLC	154,893154,893	$6M	—	ADD 23%
96	CENTAURUS FINANCIAL, INC.	150,545150,545	$6M	—	ADD 3%
97	A&I FINANCIAL SERVICES, LLC	144,007144,007	$6M	—	ADD 12%
98	PFG Advisors	139,383139,383	$5M	—	ADD 3%
99	Sanctuary Advisors, LLC	139,125139,125	$5M	—	ADD 20%
100	BNB Wealth Management, LLC	136,077136,077	$5M	—	TRIM -4%

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

LPL Financial LLC

9.2M

14.8M

16.2M

19.9M

23.7M

28.1M

$1.1B

ENVESTNET ASSET MANAGEMENT INC

7.8M

9.1M

10.3M

11.1M

11.5M

13.9M

$536M

RAYMOND JAMES FINANCIAL INC

4.8M

5.2M

5.7M

7.0M

7.3M

8.8M

$338M

JONES FINANCIAL COMPANIES LLLP

1.8M

2.6M

3.8M

4.8M

6.1M

7.8M

$292M

WELLS FARGO & COMPANY/MN

2.6M

2.9M

3.1M

4.0M

5.3M

6.9M

$264M

MORGAN STANLEY

4.0M

4.4M

5.0M

6.1M

6.7M

6.6M

$252M

Cetera Investment Advisers

3.1M

3.8M

4.8M

5.5M

5.9M

6.3M

$243M

Capital International Investors

33K

6.0M

$232M

Capital Group Private Client Services, Inc.

4.0M

4.3M

4.4M

4.6M

4.7M

5.1M

$196M

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

3.2M

3.6M

3.9M

4.1M

4.3M

4.5M

$173M

COMMONWEALTH EQUITY SERVICES, LLC

2.7M

3.2M

3.4M

3.7M

3.9M

4.3M

$163M

Cambridge Investment Research Advisors, Inc.

2.0M

2.3M

2.5M

2.6M

2.8M

3.1M

$120M

MML INVESTORS SERVICES, LLC

2.1M

2.7M

3.0M

3.2M

3.4M

3.0M

$114M

BENJAMIN EDWARDS INC

312K

369K

470K

599K

732K

2.8M

$106M

ROYAL BANK OF CANADA

1.7M

2.0M

3.8M

2.0M

2.3M

2.5M

$96M

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	407	165,958,648	—	$6.4B
2025-Q4	395	146,925,821	—	$5.9B
2025-Q3	347	131,139,615	—	$5.2B
2025-Q2	335	110,424,129	—	$4.1B
2025-Q1	319	98,233,969	—	$3.3B
2024-Q4	304	82,151,460	—	$2.9B
2024-Q3	259	68,754,526	—	$2.4B
2024-Q2	245	58,943,872	—	$1.9B
2024-Q1	202	48,181,970	—	$1.5B
2023-Q4	183	40,266,687	—	$1.1B
2023-Q3	148	31,814,186	—	$799M
2023-Q2	118	22,564,192	—	$579M
2023-Q1	107	17,773,683

Short interest has its own tab now — open SI →

CGUS☆

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

Top holders

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

Institutional footprint by quarter

CGUS