CGBD — Institutional owners (13F)
Institutions that report holding this stock in their quarterly SEC Form 13F. Long positions only; a single filer may appear twice for separate option legs. Large offsetting put/call legs typically reflect market-making or hedged inventory, not directional conviction.
| Institution | Value | Shares | % of tracked 13F | Type |
|---|---|---|---|---|
| Creative Planning | $32,505,341 | 3,086,927 | 11.33% | Shares |
| MORGAN STANLEY | $29,474,576 | 2,799,104 | 10.27% | Shares |
| VAN ECK ASSOCIATES CORP | $18,415,243 | 1,748,836 | 6.42% | Shares |
| UBS Group AG | $14,691,340 | 1,395,189 | 5.12% | Shares |
| CHOREO, LLC | $14,334,039 | 1,361,251 | 4.99% | Shares |
| Invesco Ltd. | $12,476,865 | 1,184,888 | 4.35% | Shares |
| Lalia Capital, LLC | $9,764,816 | 927,333 | 3.40% | Shares |
| Russell Investments Group, Ltd. | $9,166,501 | 870,513 | 3.19% | Shares |
| Muzinich & Co., Inc. | $7,805,661 | 741,278 | 2.72% | Shares |
| North Ground Capital | $6,486,480 | 616,000 | 2.26% | Shares |
| Legal & General Group Plc | $6,090,454 | 577,568 | 2.12% | Shares |
| Mariner, LLC | $5,955,544 | 563,240 | 2.07% | Shares |
| Sumitomo Mitsui Trust Group, Inc. | $5,472,810 | 519,735 | 1.91% | Shares |
| Diameter Capital Partners LP | $5,353,315 | 508,387 | 1.87% | Shares |
| CAZ INVESTMENTS LP | $5,314,122 | 504,665 | 1.85% | Shares |
| ARES MANAGEMENT LLC | $4,972,129 | 472,187 | 1.73% | Shares |
| Arax Advisory Partners | $4,902,899 | 465,613 | 1.71% | Shares |
| TWO SIGMA INVESTMENTS, LP | $4,726,359 | 448,847 | 1.65% | Shares |
| Rockefeller Capital Management L.P. | $4,680,937 | 444,533 | 1.63% | Shares |
| CITADEL ADVISORS LLC | $4,509,999 | 428,300 | 1.57% | Put option |
| TWO SIGMA ADVISERS, LP | $3,753,245 | 300,500 | 1.31% | Shares |
| NOVARE CAPITAL MANAGEMENT LLC | $3,026,796 | 287,445 | 1.05% | Shares |
| BANK OF AMERICA CORP /DE/ | $2,952,821 | 280,420 | 1.03% | Shares |
| BlackRock, Inc. | $2,915,420 | 276,868 | 1.02% | Shares |
| TORONTO DOMINION BANK | $2,772,296 | 263,276 | 0.97% | Shares |
| Advisors Asset Management, Inc. | $2,544,525 | 203,725 | 0.89% | Shares |
| WCG Wealth Advisors LLC | $2,416,394 | 229,477 | 0.84% | Shares |
| Callodine Capital Management, LP | $2,369,250 | 225,000 | 0.83% | Shares |
| WELLS FARGO & COMPANY/MN | $2,360,652 | 224,183 | 0.82% | Shares |
| GRIES FINANCIAL LLC | $2,346,932 | 187,755 | 0.82% | Shares |
| Cliffwater LLC | $2,183,069 | 207,319 | 0.76% | Shares |
| HAGER INVESTMENT MANAGEMENT SERVICES, LLC | $1,920,433 | 182,377 | 0.67% | Shares |
| Significant Wealth Partners LLC | $1,734,891 | 164,757 | 0.60% | Shares |
| HighTower Advisors, LLC | $1,578,241 | 149,880 | 0.55% | Shares |
| Ethos Financial Group, LLC | $1,442,502 | 136,990 | 0.50% | Shares |
| XTX Topco Ltd | $1,440,062 | 136,758 | 0.50% | Shares |
| Northeast Financial Consultants Inc | $1,398,356 | 102,219 | 0.49% | Shares |
| LPL Financial LLC | $1,393,647 | 132,350 | 0.49% | Shares |
| AMERIPRISE FINANCIAL INC | $1,336,639 | 126,936 | 0.47% | Shares |
| DOLIVER ADVISORS, LP | $1,280,459 | 119,781 | 0.45% | Shares |
| COMERICA BANK | $1,239,695 | 99,255 | 0.43% | Shares |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | $1,143,000 | 108,547 | 0.40% | Shares |
| Samalin Investment Counsel, LLC | $1,133,406 | 107,636 | 0.39% | Shares |
| Cetera Investment Advisers | $1,092,606 | 103,761 | 0.38% | Shares |
| Steward Partners Investment Advisory, LLC | $1,066,015 | 101,236 | 0.37% | Shares |
| Universal- Beteiligungs- und Servicegesellschaft mbH | $1,055,633 | 100,250 | 0.37% | Shares |
| BluePointe Capital Management, LLC | $1,024,331 | 61,517 | 0.36% | Shares |
| RAYMOND JAMES FINANCIAL INC | $1,005,568 | 95,496 | 0.35% | Shares |
| Pathstone Holdings, LLC | $881,114 | 83,677 | 0.31% | Shares |
| Balyasny Asset Management L.P. | $836,019 | 79,394 | 0.29% | Shares |
| Closed-End Fund Advisors, Inc. | $822,435 | 78,104 | 0.29% | Shares |
| CITADEL ADVISORS LLC | $813,895 | 77,293 | 0.28% | Shares |
| ENVESTNET ASSET MANAGEMENT INC | $787,151 | 74,753 | 0.27% | Shares |
| U.S. Capital Wealth Advisors, LLC | $781,466 | 71,432 | 0.27% | Shares |
| Texas Capital Bank Wealth Management Services Inc | $765,605 | 72,707 | 0.27% | Shares |
| Alpine Global Management, LLC | $752,853 | 71,496 | 0.26% | Shares |
| TRUIST FINANCIAL CORP | $713,481 | 67,757 | 0.25% | Shares |
| Apollon Wealth Management, LLC | $705,299 | 66,980 | 0.25% | Shares |
| DENALI ADVISORS LLC | $699,171 | 66,398 | 0.24% | Shares |
| NEUBERGER BERMAN GROUP LLC | $686,103 | 65,157 | 0.24% | Shares |
| CWM, LLC | $622,196 | 56,873 | 0.22% | Shares |
| Verdence Capital Advisors LLC | $589,212 | 55,956 | 0.21% | Shares |
| OSAIC HOLDINGS, INC. | $567,306 | 53,857 | 0.20% | Shares |
| Whipplewood Advisors, LLC | $545,665 | 51,820 | 0.19% | Shares |
| Naviter Wealth, LLC | $536,380 | 49,300 | 0.19% | Shares |
| US BANCORP \DE\ | $526,500 | 50,000 | 0.18% | Shares |
| FineMark National Bank & Trust | $504,358 | 40,381 | 0.18% | Shares |
| Virtus Investment Advisers, LLC | $493,404 | 46,857 | 0.17% | Shares |
| Palliser Capital (UK) Ltd | $481,253 | 45,703 | 0.17% | Shares |
| 1858 WEALTH MANAGEMENT, LLC | $479,288 | 38,343 | 0.17% | Shares |
| Corient Private Wealth LP | $451,759 | 42,902 | 0.16% | Shares |
| Almitas Capital LLC | $451,579 | 42,885 | 0.16% | Shares |
| AQR CAPITAL MANAGEMENT LLC | $428,287 | 40,673 | 0.15% | Shares |
| COMMERCE BANK | $425,211 | 40,381 | 0.15% | Shares |
| IEQ CAPITAL, LLC | $424,306 | 40,295 | 0.15% | Shares |
| Lido Advisors, LLC | $414,642 | 38,124 | 0.14% | Shares |
| Farther Finance Advisors, LLC | $378,848 | 35,978 | 0.13% | Shares |
| Sunbelt Securities, Inc. | $374,121 | 34,197 | 0.13% | Shares |
| ROYAL BANK OF CANADA | $363,000 | 34,501 | 0.13% | Shares |
| MAI Capital Management | $355,641 | 33,774 | 0.12% | Shares |
| Cerberus Capital Management, L.P. | $315,900 | 30,000 | 0.11% | Shares |
| Glenmede Investment Management, LP | $314,687 | 25,175 | 0.11% | Shares |
| JANE STREET GROUP, LLC | $313,825 | 29,803 | 0.11% | Shares |
| INDEPENDENT FINANCIAL GROUP, LLC | $295,598 | 28,072 | 0.10% | Shares |
| MACKENZIE FINANCIAL CORP | $290,691 | 27,606 | 0.10% | Shares |
| United Advisor Group, LLC | $275,686 | 26,181 | 0.10% | Shares |
| TRANSCEND CAPITAL ADVISORS, LLC | $263,408 | 25,015 | 0.09% | Shares |
| NewEdge Wealth, LLC | $260,723 | 24,760 | 0.09% | Shares |
| Cascade Financial Partners, LLC | $259,249 | 24,620 | 0.09% | Shares |
| MQS Management LLC | $256,785 | 24,386 | 0.09% | Shares |
| GLENMEDE TRUST CO NA | $247,455 | 23,500 | 0.09% | Shares |
| SMH CAPITAL ADVISORS INC | $231,091 | 21,946 | 0.08% | Shares |
| Summit Financial, LLC | $229,894 | 21,130 | 0.08% | Shares |
| Savant Capital, LLC | $225,064 | 21,374 | 0.08% | Shares |
| Clarus Group, Inc. | $224,194 | 21,291 | 0.08% | Shares |
| Aptus Capital Advisors, LLC | $224,194 | 21,291 | 0.08% | Shares |
| Cornerstone Advisory, LLC | $220,902 | 20,978 | 0.08% | Shares |
| Cerity Partners LLC | $213,031 | 20,231 | 0.07% | Shares |
| JPMORGAN CHASE & CO | $211,770 | 19,500 | 0.07% | Shares |
| Black Maple Capital Management LP | $210,600 | 20,000 | 0.07% | Shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $209,547 | 19,900 | 0.07% | Call option |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $207,441 | 19,700 | 0.07% | Put option |
| FIFTH THIRD BANCORP | $203,482 | 19,324 | 0.07% | Shares |
| Quantbot Technologies LP | $200,955 | 19,084 | 0.07% | Shares |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $198,288 | 18,125 | 0.07% | Shares |
| CITADEL ADVISORS LLC | $195,858 | 18,600 | 0.07% | Call option |
| MERCER GLOBAL ADVISORS INC /ADV | $184,928 | 17,562 | 0.06% | Shares |
| CAPTRUST FINANCIAL ADVISORS | $183,822 | 17,457 | 0.06% | Shares |
| Aurum Wealth Management Group, LLC | $183,061 | 11,314 | 0.06% | Shares |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $176,841 | 16,794 | 0.06% | Shares |
| Catalina Capital Group, LLC | $174,668 | 15,966 | 0.06% | Shares |
| Dorsey & Whitney Trust CO LLC | $163,289 | 15,507 | 0.06% | Shares |
| Global Retirement Partners, LLC | $160,106 | 15,205 | 0.06% | Shares |
| Vident Advisory, LLC | $158,445 | 15,047 | 0.06% | Shares |
| Eagle Strategies LLC | $156,507 | 14,863 | 0.05% | Shares |
| Glenview Trust Co | $147,420 | 14,000 | 0.05% | Shares |
| COMMONWEALTH EQUITY SERVICES, LLC | $145,770 | 13,843 | 0.05% | Shares |
| CFO4Life Group, LLC | $129,274 | 12,277 | 0.05% | Shares |
| SCS Capital Management LLC | $123,096 | 11,314 | 0.04% | Shares |
| GREAT VALLEY ADVISOR GROUP, INC. | $116,883 | 11,100 | 0.04% | Shares |
| BLAIR WILLIAM & CO/IL | $114,714 | 10,894 | 0.04% | Shares |
| First Affirmative Financial Network | $110,317 | 10,084 | 0.04% | Shares |
| Beaumont Financial Advisors, LLC | $109,229 | 10,373 | 0.04% | Shares |
| Catalyst Capital Advisors LLC | $74,626 | 7,087 | 0.03% | Shares |
| BNP PARIBAS FINANCIAL MARKETS | $60,705 | 5,765 | 0.02% | Shares |
| Triumph Capital Management | $51,776 | 4,917 | 0.02% | Shares |
| Security National Bank | $51,713 | 4,911 | 0.02% | Shares |
| Burk Holdings LLC | $36,844 | 3,499 | 0.01% | Shares |
| Rossby Financial, LCC | $31,590 | 3,000 | 0.01% | Shares |
| Allworth Financial LP | $26,620 | 2,528 | 0.01% | Shares |
| NOMURA ASSET MANAGEMENT CO LTD | $24,598 | 2,336 | 0.01% | Shares |
| HARBOUR INVESTMENTS, INC. | $20,811 | 1,976 | 0.01% | Shares |
| GROUP ONE TRADING LLC | $20,565 | 1,953 | 0.01% | Shares |
| Tower Research Capital LLC (TRC) | $18,480 | 1,755 | 0.01% | Shares |
| AllSquare Wealth Management LLC | $17,500 | 1,400 | 0.01% | Shares |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $16,111 | 1,530 | 0.01% | Shares |
| LGT Financial Advisors LLC | $13,584 | 1,290 | 0.00% | Shares |
| Dunhill Financial, LLC | $6,949 | 660 | 0.00% | Shares |
| HARBOR INVESTMENT ADVISORY, LLC | $4,739 | 450 | 0.00% | Shares |
| LANARK FINANCIAL, INC. | $4,212 | 400 | 0.00% | Shares |
| LSV ASSET MANAGEMENT | $3,708 | 352,150 | 0.00% | Shares |
| CHELSEA COUNSEL CO | $3,700 | 340 | 0.00% | Shares |
| CITIGROUP INC | $2,401 | 228 | 0.00% | Shares |
| PARK AVENUE SECURITIES LLC | $1,984 | 188,424 | 0.00% | Shares |
| NewEdge Advisors, LLC | $1,695 | 161 | 0.00% | Shares |
| SIMPLEX TRADING, LLC | $1,358 | 129 | 0.00% | Shares |
| Caitong International Asset Management Co., Ltd | $1,064 | 101 | 0.00% | Shares |
| CANADA LIFE ASSURANCE Co | $951 | 90,404 | 0.00% | Shares |
| Janney Montgomery Scott LLC | $825 | 78,393 | 0.00% | Shares |
| BI Asset Management Fondsmaeglerselskab A/S | $553 | 52,475 | 0.00% | Shares |
| AdvisorNet Financial, Inc | $397 | 38 | 0.00% | Shares |
| State of Alaska, Department of Revenue | $31 | 3,011 | 0.00% | Shares |
| Altshuler Shaham Ltd | $6 | 1 | 0.00% | Shares |
| Avion Wealth | $5 | 500 | 0.00% | Shares |
| ACADIAN ASSET MANAGEMENT LLC | $0 | 11 | 0.00% | Shares |