CGBD — 기관 투자자 (13F)

155개의 제출자 · $287.0M 전체 · 기준일 2026년 9월 30일

분기별 SEC 양식 13F에서 이 주식을 보유하고 있다고 보고하는 기관. 롱 포지션만 해당하며, 단일 제출자는 별도의 옵션 레그에 대해 두 번 나타날 수 있습니다. 대규모 상쇄 풋/콜 포지션은 일반적으로 방향성에 대한 확신보다는 시장 조성 또는 헤지된 재고를 반영합니다.

기관 가치 주식 % 추적된 13F 중 유형
Creative Planning $32,505,341 3,086,927 11.33% 주식
MORGAN STANLEY $29,474,576 2,799,104 10.27% 주식
VAN ECK ASSOCIATES CORP $18,415,243 1,748,836 6.42% 주식
UBS Group AG $14,691,340 1,395,189 5.12% 주식
CHOREO, LLC $14,334,039 1,361,251 4.99% 주식
Invesco Ltd. $12,476,865 1,184,888 4.35% 주식
Lalia Capital, LLC $9,764,816 927,333 3.40% 주식
Russell Investments Group, Ltd. $9,166,501 870,513 3.19% 주식
Muzinich & Co., Inc. $7,805,661 741,278 2.72% 주식
North Ground Capital $6,486,480 616,000 2.26% 주식
Legal & General Group Plc $6,090,454 577,568 2.12% 주식
Mariner, LLC $5,955,544 563,240 2.07% 주식
Sumitomo Mitsui Trust Group, Inc. $5,472,810 519,735 1.91% 주식
Diameter Capital Partners LP $5,353,315 508,387 1.87% 주식
CAZ INVESTMENTS LP $5,314,122 504,665 1.85% 주식
ARES MANAGEMENT LLC $4,972,129 472,187 1.73% 주식
Arax Advisory Partners $4,902,899 465,613 1.71% 주식
TWO SIGMA INVESTMENTS, LP $4,726,359 448,847 1.65% 주식
Rockefeller Capital Management L.P. $4,680,937 444,533 1.63% 주식
CITADEL ADVISORS LLC $4,509,999 428,300 1.57% 풋 옵션
TWO SIGMA ADVISERS, LP $3,753,245 300,500 1.31% 주식
NOVARE CAPITAL MANAGEMENT LLC $3,026,796 287,445 1.05% 주식
BANK OF AMERICA CORP /DE/ $2,952,821 280,420 1.03% 주식
BlackRock, Inc. $2,915,420 276,868 1.02% 주식
TORONTO DOMINION BANK $2,772,296 263,276 0.97% 주식
Advisors Asset Management, Inc. $2,544,525 203,725 0.89% 주식
WCG Wealth Advisors LLC $2,416,394 229,477 0.84% 주식
Callodine Capital Management, LP $2,369,250 225,000 0.83% 주식
WELLS FARGO & COMPANY/MN $2,360,652 224,183 0.82% 주식
GRIES FINANCIAL LLC $2,346,932 187,755 0.82% 주식
Cliffwater LLC $2,183,069 207,319 0.76% 주식
HAGER INVESTMENT MANAGEMENT SERVICES, LLC $1,920,433 182,377 0.67% 주식
Significant Wealth Partners LLC $1,734,891 164,757 0.60% 주식
HighTower Advisors, LLC $1,578,241 149,880 0.55% 주식
Ethos Financial Group, LLC $1,442,502 136,990 0.50% 주식
XTX Topco Ltd $1,440,062 136,758 0.50% 주식
Northeast Financial Consultants Inc $1,398,356 102,219 0.49% 주식
LPL Financial LLC $1,393,647 132,350 0.49% 주식
AMERIPRISE FINANCIAL INC $1,336,639 126,936 0.47% 주식
DOLIVER ADVISORS, LP $1,280,459 119,781 0.45% 주식
COMERICA BANK $1,239,695 99,255 0.43% 주식
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ $1,143,000 108,547 0.40% 주식
Samalin Investment Counsel, LLC $1,133,406 107,636 0.39% 주식
Cetera Investment Advisers $1,092,606 103,761 0.38% 주식
Steward Partners Investment Advisory, LLC $1,066,015 101,236 0.37% 주식
Universal- Beteiligungs- und Servicegesellschaft mbH $1,055,633 100,250 0.37% 주식
BluePointe Capital Management, LLC $1,024,331 61,517 0.36% 주식
RAYMOND JAMES FINANCIAL INC $1,005,568 95,496 0.35% 주식
Pathstone Holdings, LLC $881,114 83,677 0.31% 주식
Balyasny Asset Management L.P. $836,019 79,394 0.29% 주식
Closed-End Fund Advisors, Inc. $822,435 78,104 0.29% 주식
CITADEL ADVISORS LLC $813,895 77,293 0.28% 주식
ENVESTNET ASSET MANAGEMENT INC $787,151 74,753 0.27% 주식
U.S. Capital Wealth Advisors, LLC $781,466 71,432 0.27% 주식
Texas Capital Bank Wealth Management Services Inc $765,605 72,707 0.27% 주식
Alpine Global Management, LLC $752,853 71,496 0.26% 주식
TRUIST FINANCIAL CORP $713,481 67,757 0.25% 주식
Apollon Wealth Management, LLC $705,299 66,980 0.25% 주식
DENALI ADVISORS LLC $699,171 66,398 0.24% 주식
NEUBERGER BERMAN GROUP LLC $686,103 65,157 0.24% 주식
CWM, LLC $622,196 56,873 0.22% 주식
Verdence Capital Advisors LLC $589,212 55,956 0.21% 주식
OSAIC HOLDINGS, INC. $567,306 53,857 0.20% 주식
Whipplewood Advisors, LLC $545,665 51,820 0.19% 주식
Naviter Wealth, LLC $536,380 49,300 0.19% 주식
US BANCORP \DE\ $526,500 50,000 0.18% 주식
FineMark National Bank & Trust $504,358 40,381 0.18% 주식
Virtus Investment Advisers, LLC $493,404 46,857 0.17% 주식
Palliser Capital (UK) Ltd $481,253 45,703 0.17% 주식
1858 WEALTH MANAGEMENT, LLC $479,288 38,343 0.17% 주식
Corient Private Wealth LP $451,759 42,902 0.16% 주식
Almitas Capital LLC $451,579 42,885 0.16% 주식
AQR CAPITAL MANAGEMENT LLC $428,287 40,673 0.15% 주식
COMMERCE BANK $425,211 40,381 0.15% 주식
IEQ CAPITAL, LLC $424,306 40,295 0.15% 주식
Lido Advisors, LLC $414,642 38,124 0.14% 주식
Farther Finance Advisors, LLC $378,848 35,978 0.13% 주식
Sunbelt Securities, Inc. $374,121 34,197 0.13% 주식
ROYAL BANK OF CANADA $363,000 34,501 0.13% 주식
MAI Capital Management $355,641 33,774 0.12% 주식
Cerberus Capital Management, L.P. $315,900 30,000 0.11% 주식
Glenmede Investment Management, LP $314,687 25,175 0.11% 주식
JANE STREET GROUP, LLC $313,825 29,803 0.11% 주식
INDEPENDENT FINANCIAL GROUP, LLC $295,598 28,072 0.10% 주식
MACKENZIE FINANCIAL CORP $290,691 27,606 0.10% 주식
United Advisor Group, LLC $275,686 26,181 0.10% 주식
TRANSCEND CAPITAL ADVISORS, LLC $263,408 25,015 0.09% 주식
NewEdge Wealth, LLC $260,723 24,760 0.09% 주식
Cascade Financial Partners, LLC $259,249 24,620 0.09% 주식
MQS Management LLC $256,785 24,386 0.09% 주식
GLENMEDE TRUST CO NA $247,455 23,500 0.09% 주식
SMH CAPITAL ADVISORS INC $231,091 21,946 0.08% 주식
Summit Financial, LLC $229,894 21,130 0.08% 주식
Savant Capital, LLC $225,064 21,374 0.08% 주식
Clarus Group, Inc. $224,194 21,291 0.08% 주식
Aptus Capital Advisors, LLC $224,194 21,291 0.08% 주식
Cornerstone Advisory, LLC $220,902 20,978 0.08% 주식
Cerity Partners LLC $213,031 20,231 0.07% 주식
JPMORGAN CHASE & CO $211,770 19,500 0.07% 주식
Black Maple Capital Management LP $210,600 20,000 0.07% 주식
SUSQUEHANNA INTERNATIONAL GROUP, LLP $209,547 19,900 0.07% 콜 옵션
SUSQUEHANNA INTERNATIONAL GROUP, LLP $207,441 19,700 0.07% 풋 옵션
FIFTH THIRD BANCORP $203,482 19,324 0.07% 주식
Quantbot Technologies LP $200,955 19,084 0.07% 주식
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC $198,288 18,125 0.07% 주식
CITADEL ADVISORS LLC $195,858 18,600 0.07% 콜 옵션
MERCER GLOBAL ADVISORS INC /ADV $184,928 17,562 0.06% 주식
CAPTRUST FINANCIAL ADVISORS $183,822 17,457 0.06% 주식
Aurum Wealth Management Group, LLC $183,061 11,314 0.06% 주식
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC $176,841 16,794 0.06% 주식
Catalina Capital Group, LLC $174,668 15,966 0.06% 주식
Dorsey & Whitney Trust CO LLC $163,289 15,507 0.06% 주식
Global Retirement Partners, LLC $160,106 15,205 0.06% 주식
Vident Advisory, LLC $158,445 15,047 0.06% 주식
Eagle Strategies LLC $156,507 14,863 0.05% 주식
Glenview Trust Co $147,420 14,000 0.05% 주식
COMMONWEALTH EQUITY SERVICES, LLC $145,770 13,843 0.05% 주식
CFO4Life Group, LLC $129,274 12,277 0.05% 주식
SCS Capital Management LLC $123,096 11,314 0.04% 주식
GREAT VALLEY ADVISOR GROUP, INC. $116,883 11,100 0.04% 주식
BLAIR WILLIAM & CO/IL $114,714 10,894 0.04% 주식
First Affirmative Financial Network $110,317 10,084 0.04% 주식
Beaumont Financial Advisors, LLC $109,229 10,373 0.04% 주식
Catalyst Capital Advisors LLC $74,626 7,087 0.03% 주식
BNP PARIBAS FINANCIAL MARKETS $60,705 5,765 0.02% 주식
Triumph Capital Management $51,776 4,917 0.02% 주식
Security National Bank $51,713 4,911 0.02% 주식
Burk Holdings LLC $36,844 3,499 0.01% 주식
Rossby Financial, LCC $31,590 3,000 0.01% 주식
Allworth Financial LP $26,620 2,528 0.01% 주식
NOMURA ASSET MANAGEMENT CO LTD $24,598 2,336 0.01% 주식
HARBOUR INVESTMENTS, INC. $20,811 1,976 0.01% 주식
GROUP ONE TRADING LLC $20,565 1,953 0.01% 주식
Tower Research Capital LLC (TRC) $18,480 1,755 0.01% 주식
AllSquare Wealth Management LLC $17,500 1,400 0.01% 주식
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO $16,111 1,530 0.01% 주식
LGT Financial Advisors LLC $13,584 1,290 0.00% 주식
Dunhill Financial, LLC $6,949 660 0.00% 주식
HARBOR INVESTMENT ADVISORY, LLC $4,739 450 0.00% 주식
LANARK FINANCIAL, INC. $4,212 400 0.00% 주식
LSV ASSET MANAGEMENT $3,708 352,150 0.00% 주식
CHELSEA COUNSEL CO $3,700 340 0.00% 주식
CITIGROUP INC $2,401 228 0.00% 주식
PARK AVENUE SECURITIES LLC $1,984 188,424 0.00% 주식
NewEdge Advisors, LLC $1,695 161 0.00% 주식
SIMPLEX TRADING, LLC $1,358 129 0.00% 주식
Caitong International Asset Management Co., Ltd $1,064 101 0.00% 주식
CANADA LIFE ASSURANCE Co $951 90,404 0.00% 주식
Janney Montgomery Scott LLC $825 78,393 0.00% 주식
BI Asset Management Fondsmaeglerselskab A/S $553 52,475 0.00% 주식
AdvisorNet Financial, Inc $397 38 0.00% 주식
State of Alaska, Department of Revenue $31 3,011 0.00% 주식
Altshuler Shaham Ltd $6 1 0.00% 주식
Avion Wealth $5 500 0.00% 주식
ACADIAN ASSET MANAGEMENT LLC $0 11 0.00% 주식