CGBD — Détenteurs institutionnels (13F)

155 déclarants · $287.0M total · Au 30 septembre 2026

Institutions qui déclarent détenir cette action dans leur Formulaire SEC 13F trimestriel. Uniquement les positions longues ; un même déclarant peut apparaître deux fois pour des jambes d'options distinctes. Les jambes put/call compensatoires importantes reflètent généralement la tenue de marché ou un inventaire couvert, pas une conviction directionnelle.

Institution Valeur Actions % de 13F suivies Type
Creative Planning $32 505 341 3 086 927 11,33% Actions
MORGAN STANLEY $29 474 576 2 799 104 10,27% Actions
VAN ECK ASSOCIATES CORP $18 415 243 1 748 836 6,42% Actions
UBS Group AG $14 691 340 1 395 189 5,12% Actions
CHOREO, LLC $14 334 039 1 361 251 4,99% Actions
Invesco Ltd. $12 476 865 1 184 888 4,35% Actions
Lalia Capital, LLC $9 764 816 927 333 3,40% Actions
Russell Investments Group, Ltd. $9 166 501 870 513 3,19% Actions
Muzinich & Co., Inc. $7 805 661 741 278 2,72% Actions
North Ground Capital $6 486 480 616 000 2,26% Actions
Legal & General Group Plc $6 090 454 577 568 2,12% Actions
Mariner, LLC $5 955 544 563 240 2,07% Actions
Sumitomo Mitsui Trust Group, Inc. $5 472 810 519 735 1,91% Actions
Diameter Capital Partners LP $5 353 315 508 387 1,87% Actions
CAZ INVESTMENTS LP $5 314 122 504 665 1,85% Actions
ARES MANAGEMENT LLC $4 972 129 472 187 1,73% Actions
Arax Advisory Partners $4 902 899 465 613 1,71% Actions
TWO SIGMA INVESTMENTS, LP $4 726 359 448 847 1,65% Actions
Rockefeller Capital Management L.P. $4 680 937 444 533 1,63% Actions
CITADEL ADVISORS LLC $4 509 999 428 300 1,57% Option de vente
TWO SIGMA ADVISERS, LP $3 753 245 300 500 1,31% Actions
NOVARE CAPITAL MANAGEMENT LLC $3 026 796 287 445 1,05% Actions
BANK OF AMERICA CORP /DE/ $2 952 821 280 420 1,03% Actions
BlackRock, Inc. $2 915 420 276 868 1,02% Actions
TORONTO DOMINION BANK $2 772 296 263 276 0,97% Actions
Advisors Asset Management, Inc. $2 544 525 203 725 0,89% Actions
WCG Wealth Advisors LLC $2 416 394 229 477 0,84% Actions
Callodine Capital Management, LP $2 369 250 225 000 0,83% Actions
WELLS FARGO & COMPANY/MN $2 360 652 224 183 0,82% Actions
GRIES FINANCIAL LLC $2 346 932 187 755 0,82% Actions
Cliffwater LLC $2 183 069 207 319 0,76% Actions
HAGER INVESTMENT MANAGEMENT SERVICES, LLC $1 920 433 182 377 0,67% Actions
Significant Wealth Partners LLC $1 734 891 164 757 0,60% Actions
HighTower Advisors, LLC $1 578 241 149 880 0,55% Actions
Ethos Financial Group, LLC $1 442 502 136 990 0,50% Actions
XTX Topco Ltd $1 440 062 136 758 0,50% Actions
Northeast Financial Consultants Inc $1 398 356 102 219 0,49% Actions
LPL Financial LLC $1 393 647 132 350 0,49% Actions
AMERIPRISE FINANCIAL INC $1 336 639 126 936 0,47% Actions
DOLIVER ADVISORS, LP $1 280 459 119 781 0,45% Actions
COMERICA BANK $1 239 695 99 255 0,43% Actions
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ $1 143 000 108 547 0,40% Actions
Samalin Investment Counsel, LLC $1 133 406 107 636 0,39% Actions
Cetera Investment Advisers $1 092 606 103 761 0,38% Actions
Steward Partners Investment Advisory, LLC $1 066 015 101 236 0,37% Actions
Universal- Beteiligungs- und Servicegesellschaft mbH $1 055 633 100 250 0,37% Actions
BluePointe Capital Management, LLC $1 024 331 61 517 0,36% Actions
RAYMOND JAMES FINANCIAL INC $1 005 568 95 496 0,35% Actions
Pathstone Holdings, LLC $881 114 83 677 0,31% Actions
Balyasny Asset Management L.P. $836 019 79 394 0,29% Actions
Closed-End Fund Advisors, Inc. $822 435 78 104 0,29% Actions
CITADEL ADVISORS LLC $813 895 77 293 0,28% Actions
ENVESTNET ASSET MANAGEMENT INC $787 151 74 753 0,27% Actions
U.S. Capital Wealth Advisors, LLC $781 466 71 432 0,27% Actions
Texas Capital Bank Wealth Management Services Inc $765 605 72 707 0,27% Actions
Alpine Global Management, LLC $752 853 71 496 0,26% Actions
TRUIST FINANCIAL CORP $713 481 67 757 0,25% Actions
Apollon Wealth Management, LLC $705 299 66 980 0,25% Actions
DENALI ADVISORS LLC $699 171 66 398 0,24% Actions
NEUBERGER BERMAN GROUP LLC $686 103 65 157 0,24% Actions
CWM, LLC $622 196 56 873 0,22% Actions
Verdence Capital Advisors LLC $589 212 55 956 0,21% Actions
OSAIC HOLDINGS, INC. $567 306 53 857 0,20% Actions
Whipplewood Advisors, LLC $545 665 51 820 0,19% Actions
Naviter Wealth, LLC $536 380 49 300 0,19% Actions
US BANCORP \DE\ $526 500 50 000 0,18% Actions
FineMark National Bank & Trust $504 358 40 381 0,18% Actions
Virtus Investment Advisers, LLC $493 404 46 857 0,17% Actions
Palliser Capital (UK) Ltd $481 253 45 703 0,17% Actions
1858 WEALTH MANAGEMENT, LLC $479 288 38 343 0,17% Actions
Corient Private Wealth LP $451 759 42 902 0,16% Actions
Almitas Capital LLC $451 579 42 885 0,16% Actions
AQR CAPITAL MANAGEMENT LLC $428 287 40 673 0,15% Actions
COMMERCE BANK $425 211 40 381 0,15% Actions
IEQ CAPITAL, LLC $424 306 40 295 0,15% Actions
Lido Advisors, LLC $414 642 38 124 0,14% Actions
Farther Finance Advisors, LLC $378 848 35 978 0,13% Actions
Sunbelt Securities, Inc. $374 121 34 197 0,13% Actions
ROYAL BANK OF CANADA $363 000 34 501 0,13% Actions
MAI Capital Management $355 641 33 774 0,12% Actions
Cerberus Capital Management, L.P. $315 900 30 000 0,11% Actions
Glenmede Investment Management, LP $314 687 25 175 0,11% Actions
JANE STREET GROUP, LLC $313 825 29 803 0,11% Actions
INDEPENDENT FINANCIAL GROUP, LLC $295 598 28 072 0,10% Actions
MACKENZIE FINANCIAL CORP $290 691 27 606 0,10% Actions
United Advisor Group, LLC $275 686 26 181 0,10% Actions
TRANSCEND CAPITAL ADVISORS, LLC $263 408 25 015 0,09% Actions
NewEdge Wealth, LLC $260 723 24 760 0,09% Actions
Cascade Financial Partners, LLC $259 249 24 620 0,09% Actions
MQS Management LLC $256 785 24 386 0,09% Actions
GLENMEDE TRUST CO NA $247 455 23 500 0,09% Actions
SMH CAPITAL ADVISORS INC $231 091 21 946 0,08% Actions
Summit Financial, LLC $229 894 21 130 0,08% Actions
Savant Capital, LLC $225 064 21 374 0,08% Actions
Clarus Group, Inc. $224 194 21 291 0,08% Actions
Aptus Capital Advisors, LLC $224 194 21 291 0,08% Actions
Cornerstone Advisory, LLC $220 902 20 978 0,08% Actions
Cerity Partners LLC $213 031 20 231 0,07% Actions
JPMORGAN CHASE & CO $211 770 19 500 0,07% Actions
Black Maple Capital Management LP $210 600 20 000 0,07% Actions
SUSQUEHANNA INTERNATIONAL GROUP, LLP $209 547 19 900 0,07% Option d'achat
SUSQUEHANNA INTERNATIONAL GROUP, LLP $207 441 19 700 0,07% Option de vente
FIFTH THIRD BANCORP $203 482 19 324 0,07% Actions
Quantbot Technologies LP $200 955 19 084 0,07% Actions
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC $198 288 18 125 0,07% Actions
CITADEL ADVISORS LLC $195 858 18 600 0,07% Option d'achat
MERCER GLOBAL ADVISORS INC /ADV $184 928 17 562 0,06% Actions
CAPTRUST FINANCIAL ADVISORS $183 822 17 457 0,06% Actions
Aurum Wealth Management Group, LLC $183 061 11 314 0,06% Actions
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC $176 841 16 794 0,06% Actions
Catalina Capital Group, LLC $174 668 15 966 0,06% Actions
Dorsey & Whitney Trust CO LLC $163 289 15 507 0,06% Actions
Global Retirement Partners, LLC $160 106 15 205 0,06% Actions
Vident Advisory, LLC $158 445 15 047 0,06% Actions
Eagle Strategies LLC $156 507 14 863 0,05% Actions
Glenview Trust Co $147 420 14 000 0,05% Actions
COMMONWEALTH EQUITY SERVICES, LLC $145 770 13 843 0,05% Actions
CFO4Life Group, LLC $129 274 12 277 0,05% Actions
SCS Capital Management LLC $123 096 11 314 0,04% Actions
GREAT VALLEY ADVISOR GROUP, INC. $116 883 11 100 0,04% Actions
BLAIR WILLIAM & CO/IL $114 714 10 894 0,04% Actions
First Affirmative Financial Network $110 317 10 084 0,04% Actions
Beaumont Financial Advisors, LLC $109 229 10 373 0,04% Actions
Catalyst Capital Advisors LLC $74 626 7 087 0,03% Actions
BNP PARIBAS FINANCIAL MARKETS $60 705 5 765 0,02% Actions
Triumph Capital Management $51 776 4 917 0,02% Actions
Security National Bank $51 713 4 911 0,02% Actions
Burk Holdings LLC $36 844 3 499 0,01% Actions
Rossby Financial, LCC $31 590 3 000 0,01% Actions
Allworth Financial LP $26 620 2 528 0,01% Actions
NOMURA ASSET MANAGEMENT CO LTD $24 598 2 336 0,01% Actions
HARBOUR INVESTMENTS, INC. $20 811 1 976 0,01% Actions
GROUP ONE TRADING LLC $20 565 1 953 0,01% Actions
Tower Research Capital LLC (TRC) $18 480 1 755 0,01% Actions
AllSquare Wealth Management LLC $17 500 1 400 0,01% Actions
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO $16 111 1 530 0,01% Actions
LGT Financial Advisors LLC $13 584 1 290 0,00% Actions
Dunhill Financial, LLC $6 949 660 0,00% Actions
HARBOR INVESTMENT ADVISORY, LLC $4 739 450 0,00% Actions
LANARK FINANCIAL, INC. $4 212 400 0,00% Actions
LSV ASSET MANAGEMENT $3 708 352 150 0,00% Actions
CHELSEA COUNSEL CO $3 700 340 0,00% Actions
CITIGROUP INC $2 401 228 0,00% Actions
PARK AVENUE SECURITIES LLC $1 984 188 424 0,00% Actions
NewEdge Advisors, LLC $1 695 161 0,00% Actions
SIMPLEX TRADING, LLC $1 358 129 0,00% Actions
Caitong International Asset Management Co., Ltd $1 064 101 0,00% Actions
CANADA LIFE ASSURANCE Co $951 90 404 0,00% Actions
Janney Montgomery Scott LLC $825 78 393 0,00% Actions
BI Asset Management Fondsmaeglerselskab A/S $553 52 475 0,00% Actions
AdvisorNet Financial, Inc $397 38 0,00% Actions
State of Alaska, Department of Revenue $31 3 011 0,00% Actions
Altshuler Shaham Ltd $6 1 0,00% Actions
Avion Wealth $5 500 0,00% Actions
ACADIAN ASSET MANAGEMENT LLC $0 11 0,00% Actions