CGBD — Institutionelle Eigentümer (13F)

155 Einreicher · $287.0M gesamt · Stand 30. September 2026

Institutionen, die diese Aktie in ihrer vierteljährlichen SEC-Formular 13F melden. Nur Long-Positionen; ein einzelner Einreicher kann für separate Optionsscheine zweimal erscheinen. Große gegenläufige Put/Call-Positionen spiegeln typischerweise Market-Making oder abgesicherte Bestände wider, nicht die gerichtete Überzeugung.

Institution Wert Aktien % der verfolgten 13F Typ
Creative Planning $32.505.341 3.086.927 11,33% Aktien
MORGAN STANLEY $29.474.576 2.799.104 10,27% Aktien
VAN ECK ASSOCIATES CORP $18.415.243 1.748.836 6,42% Aktien
UBS Group AG $14.691.340 1.395.189 5,12% Aktien
CHOREO, LLC $14.334.039 1.361.251 4,99% Aktien
Invesco Ltd. $12.476.865 1.184.888 4,35% Aktien
Lalia Capital, LLC $9.764.816 927.333 3,40% Aktien
Russell Investments Group, Ltd. $9.166.501 870.513 3,19% Aktien
Muzinich & Co., Inc. $7.805.661 741.278 2,72% Aktien
North Ground Capital $6.486.480 616.000 2,26% Aktien
Legal & General Group Plc $6.090.454 577.568 2,12% Aktien
Mariner, LLC $5.955.544 563.240 2,07% Aktien
Sumitomo Mitsui Trust Group, Inc. $5.472.810 519.735 1,91% Aktien
Diameter Capital Partners LP $5.353.315 508.387 1,87% Aktien
CAZ INVESTMENTS LP $5.314.122 504.665 1,85% Aktien
ARES MANAGEMENT LLC $4.972.129 472.187 1,73% Aktien
Arax Advisory Partners $4.902.899 465.613 1,71% Aktien
TWO SIGMA INVESTMENTS, LP $4.726.359 448.847 1,65% Aktien
Rockefeller Capital Management L.P. $4.680.937 444.533 1,63% Aktien
CITADEL ADVISORS LLC $4.509.999 428.300 1,57% Verkaufsoption
TWO SIGMA ADVISERS, LP $3.753.245 300.500 1,31% Aktien
NOVARE CAPITAL MANAGEMENT LLC $3.026.796 287.445 1,05% Aktien
BANK OF AMERICA CORP /DE/ $2.952.821 280.420 1,03% Aktien
BlackRock, Inc. $2.915.420 276.868 1,02% Aktien
TORONTO DOMINION BANK $2.772.296 263.276 0,97% Aktien
Advisors Asset Management, Inc. $2.544.525 203.725 0,89% Aktien
WCG Wealth Advisors LLC $2.416.394 229.477 0,84% Aktien
Callodine Capital Management, LP $2.369.250 225.000 0,83% Aktien
WELLS FARGO & COMPANY/MN $2.360.652 224.183 0,82% Aktien
GRIES FINANCIAL LLC $2.346.932 187.755 0,82% Aktien
Cliffwater LLC $2.183.069 207.319 0,76% Aktien
HAGER INVESTMENT MANAGEMENT SERVICES, LLC $1.920.433 182.377 0,67% Aktien
Significant Wealth Partners LLC $1.734.891 164.757 0,60% Aktien
HighTower Advisors, LLC $1.578.241 149.880 0,55% Aktien
Ethos Financial Group, LLC $1.442.502 136.990 0,50% Aktien
XTX Topco Ltd $1.440.062 136.758 0,50% Aktien
Northeast Financial Consultants Inc $1.398.356 102.219 0,49% Aktien
LPL Financial LLC $1.393.647 132.350 0,49% Aktien
AMERIPRISE FINANCIAL INC $1.336.639 126.936 0,47% Aktien
DOLIVER ADVISORS, LP $1.280.459 119.781 0,45% Aktien
COMERICA BANK $1.239.695 99.255 0,43% Aktien
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ $1.143.000 108.547 0,40% Aktien
Samalin Investment Counsel, LLC $1.133.406 107.636 0,39% Aktien
Cetera Investment Advisers $1.092.606 103.761 0,38% Aktien
Steward Partners Investment Advisory, LLC $1.066.015 101.236 0,37% Aktien
Universal- Beteiligungs- und Servicegesellschaft mbH $1.055.633 100.250 0,37% Aktien
BluePointe Capital Management, LLC $1.024.331 61.517 0,36% Aktien
RAYMOND JAMES FINANCIAL INC $1.005.568 95.496 0,35% Aktien
Pathstone Holdings, LLC $881.114 83.677 0,31% Aktien
Balyasny Asset Management L.P. $836.019 79.394 0,29% Aktien
Closed-End Fund Advisors, Inc. $822.435 78.104 0,29% Aktien
CITADEL ADVISORS LLC $813.895 77.293 0,28% Aktien
ENVESTNET ASSET MANAGEMENT INC $787.151 74.753 0,27% Aktien
U.S. Capital Wealth Advisors, LLC $781.466 71.432 0,27% Aktien
Texas Capital Bank Wealth Management Services Inc $765.605 72.707 0,27% Aktien
Alpine Global Management, LLC $752.853 71.496 0,26% Aktien
TRUIST FINANCIAL CORP $713.481 67.757 0,25% Aktien
Apollon Wealth Management, LLC $705.299 66.980 0,25% Aktien
DENALI ADVISORS LLC $699.171 66.398 0,24% Aktien
NEUBERGER BERMAN GROUP LLC $686.103 65.157 0,24% Aktien
CWM, LLC $622.196 56.873 0,22% Aktien
Verdence Capital Advisors LLC $589.212 55.956 0,21% Aktien
OSAIC HOLDINGS, INC. $567.306 53.857 0,20% Aktien
Whipplewood Advisors, LLC $545.665 51.820 0,19% Aktien
Naviter Wealth, LLC $536.380 49.300 0,19% Aktien
US BANCORP \DE\ $526.500 50.000 0,18% Aktien
FineMark National Bank & Trust $504.358 40.381 0,18% Aktien
Virtus Investment Advisers, LLC $493.404 46.857 0,17% Aktien
Palliser Capital (UK) Ltd $481.253 45.703 0,17% Aktien
1858 WEALTH MANAGEMENT, LLC $479.288 38.343 0,17% Aktien
Corient Private Wealth LP $451.759 42.902 0,16% Aktien
Almitas Capital LLC $451.579 42.885 0,16% Aktien
AQR CAPITAL MANAGEMENT LLC $428.287 40.673 0,15% Aktien
COMMERCE BANK $425.211 40.381 0,15% Aktien
IEQ CAPITAL, LLC $424.306 40.295 0,15% Aktien
Lido Advisors, LLC $414.642 38.124 0,14% Aktien
Farther Finance Advisors, LLC $378.848 35.978 0,13% Aktien
Sunbelt Securities, Inc. $374.121 34.197 0,13% Aktien
ROYAL BANK OF CANADA $363.000 34.501 0,13% Aktien
MAI Capital Management $355.641 33.774 0,12% Aktien
Cerberus Capital Management, L.P. $315.900 30.000 0,11% Aktien
Glenmede Investment Management, LP $314.687 25.175 0,11% Aktien
JANE STREET GROUP, LLC $313.825 29.803 0,11% Aktien
INDEPENDENT FINANCIAL GROUP, LLC $295.598 28.072 0,10% Aktien
MACKENZIE FINANCIAL CORP $290.691 27.606 0,10% Aktien
United Advisor Group, LLC $275.686 26.181 0,10% Aktien
TRANSCEND CAPITAL ADVISORS, LLC $263.408 25.015 0,09% Aktien
NewEdge Wealth, LLC $260.723 24.760 0,09% Aktien
Cascade Financial Partners, LLC $259.249 24.620 0,09% Aktien
MQS Management LLC $256.785 24.386 0,09% Aktien
GLENMEDE TRUST CO NA $247.455 23.500 0,09% Aktien
SMH CAPITAL ADVISORS INC $231.091 21.946 0,08% Aktien
Summit Financial, LLC $229.894 21.130 0,08% Aktien
Savant Capital, LLC $225.064 21.374 0,08% Aktien
Clarus Group, Inc. $224.194 21.291 0,08% Aktien
Aptus Capital Advisors, LLC $224.194 21.291 0,08% Aktien
Cornerstone Advisory, LLC $220.902 20.978 0,08% Aktien
Cerity Partners LLC $213.031 20.231 0,07% Aktien
JPMORGAN CHASE & CO $211.770 19.500 0,07% Aktien
Black Maple Capital Management LP $210.600 20.000 0,07% Aktien
SUSQUEHANNA INTERNATIONAL GROUP, LLP $209.547 19.900 0,07% Kaufoption
SUSQUEHANNA INTERNATIONAL GROUP, LLP $207.441 19.700 0,07% Verkaufsoption
FIFTH THIRD BANCORP $203.482 19.324 0,07% Aktien
Quantbot Technologies LP $200.955 19.084 0,07% Aktien
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC $198.288 18.125 0,07% Aktien
CITADEL ADVISORS LLC $195.858 18.600 0,07% Kaufoption
MERCER GLOBAL ADVISORS INC /ADV $184.928 17.562 0,06% Aktien
CAPTRUST FINANCIAL ADVISORS $183.822 17.457 0,06% Aktien
Aurum Wealth Management Group, LLC $183.061 11.314 0,06% Aktien
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC $176.841 16.794 0,06% Aktien
Catalina Capital Group, LLC $174.668 15.966 0,06% Aktien
Dorsey & Whitney Trust CO LLC $163.289 15.507 0,06% Aktien
Global Retirement Partners, LLC $160.106 15.205 0,06% Aktien
Vident Advisory, LLC $158.445 15.047 0,06% Aktien
Eagle Strategies LLC $156.507 14.863 0,05% Aktien
Glenview Trust Co $147.420 14.000 0,05% Aktien
COMMONWEALTH EQUITY SERVICES, LLC $145.770 13.843 0,05% Aktien
CFO4Life Group, LLC $129.274 12.277 0,05% Aktien
SCS Capital Management LLC $123.096 11.314 0,04% Aktien
GREAT VALLEY ADVISOR GROUP, INC. $116.883 11.100 0,04% Aktien
BLAIR WILLIAM & CO/IL $114.714 10.894 0,04% Aktien
First Affirmative Financial Network $110.317 10.084 0,04% Aktien
Beaumont Financial Advisors, LLC $109.229 10.373 0,04% Aktien
Catalyst Capital Advisors LLC $74.626 7.087 0,03% Aktien
BNP PARIBAS FINANCIAL MARKETS $60.705 5.765 0,02% Aktien
Triumph Capital Management $51.776 4.917 0,02% Aktien
Security National Bank $51.713 4.911 0,02% Aktien
Burk Holdings LLC $36.844 3.499 0,01% Aktien
Rossby Financial, LCC $31.590 3.000 0,01% Aktien
Allworth Financial LP $26.620 2.528 0,01% Aktien
NOMURA ASSET MANAGEMENT CO LTD $24.598 2.336 0,01% Aktien
HARBOUR INVESTMENTS, INC. $20.811 1.976 0,01% Aktien
GROUP ONE TRADING LLC $20.565 1.953 0,01% Aktien
Tower Research Capital LLC (TRC) $18.480 1.755 0,01% Aktien
AllSquare Wealth Management LLC $17.500 1.400 0,01% Aktien
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO $16.111 1.530 0,01% Aktien
LGT Financial Advisors LLC $13.584 1.290 0,00% Aktien
Dunhill Financial, LLC $6.949 660 0,00% Aktien
HARBOR INVESTMENT ADVISORY, LLC $4.739 450 0,00% Aktien
LANARK FINANCIAL, INC. $4.212 400 0,00% Aktien
LSV ASSET MANAGEMENT $3.708 352.150 0,00% Aktien
CHELSEA COUNSEL CO $3.700 340 0,00% Aktien
CITIGROUP INC $2.401 228 0,00% Aktien
PARK AVENUE SECURITIES LLC $1.984 188.424 0,00% Aktien
NewEdge Advisors, LLC $1.695 161 0,00% Aktien
SIMPLEX TRADING, LLC $1.358 129 0,00% Aktien
Caitong International Asset Management Co., Ltd $1.064 101 0,00% Aktien
CANADA LIFE ASSURANCE Co $951 90.404 0,00% Aktien
Janney Montgomery Scott LLC $825 78.393 0,00% Aktien
BI Asset Management Fondsmaeglerselskab A/S $553 52.475 0,00% Aktien
AdvisorNet Financial, Inc $397 38 0,00% Aktien
State of Alaska, Department of Revenue $31 3.011 0,00% Aktien
Altshuler Shaham Ltd $6 1 0,00% Aktien
Avion Wealth $5 500 0,00% Aktien
ACADIAN ASSET MANAGEMENT LLC $0 11 0,00% Aktien