CGBD — 机构持有人 (13F)

155 家申报者 · $287.0M 总计 · 截至 2026年9月30日

在其季度SEC表格13F中报告持有此股票的机构。仅限多头头寸；单个申报人可能因单独的期权腿而出现两次。 大的抵消性看跌/看涨腿通常反映做市或对冲库存，而非方向性判断。

机构 价值 股份 % 已追踪的13F 类型
Creative Planning $32505341 3086927 11.33% 股份
MORGAN STANLEY $29474576 2799104 10.27% 股份
VAN ECK ASSOCIATES CORP $18415243 1748836 6.42% 股份
UBS Group AG $14691340 1395189 5.12% 股份
CHOREO, LLC $14334039 1361251 4.99% 股份
Invesco Ltd. $12476865 1184888 4.35% 股份
Lalia Capital, LLC $9764816 927333 3.40% 股份
Russell Investments Group, Ltd. $9166501 870513 3.19% 股份
Muzinich & Co., Inc. $7805661 741278 2.72% 股份
North Ground Capital $6486480 616000 2.26% 股份
Legal & General Group Plc $6090454 577568 2.12% 股份
Mariner, LLC $5955544 563240 2.07% 股份
Sumitomo Mitsui Trust Group, Inc. $5472810 519735 1.91% 股份
Diameter Capital Partners LP $5353315 508387 1.87% 股份
CAZ INVESTMENTS LP $5314122 504665 1.85% 股份
ARES MANAGEMENT LLC $4972129 472187 1.73% 股份
Arax Advisory Partners $4902899 465613 1.71% 股份
TWO SIGMA INVESTMENTS, LP $4726359 448847 1.65% 股份
Rockefeller Capital Management L.P. $4680937 444533 1.63% 股份
CITADEL ADVISORS LLC $4509999 428300 1.57% 卖出期权
TWO SIGMA ADVISERS, LP $3753245 300500 1.31% 股份
NOVARE CAPITAL MANAGEMENT LLC $3026796 287445 1.05% 股份
BANK OF AMERICA CORP /DE/ $2952821 280420 1.03% 股份
BlackRock, Inc. $2915420 276868 1.02% 股份
TORONTO DOMINION BANK $2772296 263276 0.97% 股份
Advisors Asset Management, Inc. $2544525 203725 0.89% 股份
WCG Wealth Advisors LLC $2416394 229477 0.84% 股份
Callodine Capital Management, LP $2369250 225000 0.83% 股份
WELLS FARGO & COMPANY/MN $2360652 224183 0.82% 股份
GRIES FINANCIAL LLC $2346932 187755 0.82% 股份
Cliffwater LLC $2183069 207319 0.76% 股份
HAGER INVESTMENT MANAGEMENT SERVICES, LLC $1920433 182377 0.67% 股份
Significant Wealth Partners LLC $1734891 164757 0.60% 股份
HighTower Advisors, LLC $1578241 149880 0.55% 股份
Ethos Financial Group, LLC $1442502 136990 0.50% 股份
XTX Topco Ltd $1440062 136758 0.50% 股份
Northeast Financial Consultants Inc $1398356 102219 0.49% 股份
LPL Financial LLC $1393647 132350 0.49% 股份
AMERIPRISE FINANCIAL INC $1336639 126936 0.47% 股份
DOLIVER ADVISORS, LP $1280459 119781 0.45% 股份
COMERICA BANK $1239695 99255 0.43% 股份
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ $1143000 108547 0.40% 股份
Samalin Investment Counsel, LLC $1133406 107636 0.39% 股份
Cetera Investment Advisers $1092606 103761 0.38% 股份
Steward Partners Investment Advisory, LLC $1066015 101236 0.37% 股份
Universal- Beteiligungs- und Servicegesellschaft mbH $1055633 100250 0.37% 股份
BluePointe Capital Management, LLC $1024331 61517 0.36% 股份
RAYMOND JAMES FINANCIAL INC $1005568 95496 0.35% 股份
Pathstone Holdings, LLC $881114 83677 0.31% 股份
Balyasny Asset Management L.P. $836019 79394 0.29% 股份
Closed-End Fund Advisors, Inc. $822435 78104 0.29% 股份
CITADEL ADVISORS LLC $813895 77293 0.28% 股份
ENVESTNET ASSET MANAGEMENT INC $787151 74753 0.27% 股份
U.S. Capital Wealth Advisors, LLC $781466 71432 0.27% 股份
Texas Capital Bank Wealth Management Services Inc $765605 72707 0.27% 股份
Alpine Global Management, LLC $752853 71496 0.26% 股份
TRUIST FINANCIAL CORP $713481 67757 0.25% 股份
Apollon Wealth Management, LLC $705299 66980 0.25% 股份
DENALI ADVISORS LLC $699171 66398 0.24% 股份
NEUBERGER BERMAN GROUP LLC $686103 65157 0.24% 股份
CWM, LLC $622196 56873 0.22% 股份
Verdence Capital Advisors LLC $589212 55956 0.21% 股份
OSAIC HOLDINGS, INC. $567306 53857 0.20% 股份
Whipplewood Advisors, LLC $545665 51820 0.19% 股份
Naviter Wealth, LLC $536380 49300 0.19% 股份
US BANCORP \DE\ $526500 50000 0.18% 股份
FineMark National Bank & Trust $504358 40381 0.18% 股份
Virtus Investment Advisers, LLC $493404 46857 0.17% 股份
Palliser Capital (UK) Ltd $481253 45703 0.17% 股份
1858 WEALTH MANAGEMENT, LLC $479288 38343 0.17% 股份
Corient Private Wealth LP $451759 42902 0.16% 股份
Almitas Capital LLC $451579 42885 0.16% 股份
AQR CAPITAL MANAGEMENT LLC $428287 40673 0.15% 股份
COMMERCE BANK $425211 40381 0.15% 股份
IEQ CAPITAL, LLC $424306 40295 0.15% 股份
Lido Advisors, LLC $414642 38124 0.14% 股份
Farther Finance Advisors, LLC $378848 35978 0.13% 股份
Sunbelt Securities, Inc. $374121 34197 0.13% 股份
ROYAL BANK OF CANADA $363000 34501 0.13% 股份
MAI Capital Management $355641 33774 0.12% 股份
Cerberus Capital Management, L.P. $315900 30000 0.11% 股份
Glenmede Investment Management, LP $314687 25175 0.11% 股份
JANE STREET GROUP, LLC $313825 29803 0.11% 股份
INDEPENDENT FINANCIAL GROUP, LLC $295598 28072 0.10% 股份
MACKENZIE FINANCIAL CORP $290691 27606 0.10% 股份
United Advisor Group, LLC $275686 26181 0.10% 股份
TRANSCEND CAPITAL ADVISORS, LLC $263408 25015 0.09% 股份
NewEdge Wealth, LLC $260723 24760 0.09% 股份
Cascade Financial Partners, LLC $259249 24620 0.09% 股份
MQS Management LLC $256785 24386 0.09% 股份
GLENMEDE TRUST CO NA $247455 23500 0.09% 股份
SMH CAPITAL ADVISORS INC $231091 21946 0.08% 股份
Summit Financial, LLC $229894 21130 0.08% 股份
Savant Capital, LLC $225064 21374 0.08% 股份
Clarus Group, Inc. $224194 21291 0.08% 股份
Aptus Capital Advisors, LLC $224194 21291 0.08% 股份
Cornerstone Advisory, LLC $220902 20978 0.08% 股份
Cerity Partners LLC $213031 20231 0.07% 股份
JPMORGAN CHASE & CO $211770 19500 0.07% 股份
Black Maple Capital Management LP $210600 20000 0.07% 股份
SUSQUEHANNA INTERNATIONAL GROUP, LLP $209547 19900 0.07% 买入期权
SUSQUEHANNA INTERNATIONAL GROUP, LLP $207441 19700 0.07% 卖出期权
FIFTH THIRD BANCORP $203482 19324 0.07% 股份
Quantbot Technologies LP $200955 19084 0.07% 股份
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC $198288 18125 0.07% 股份
CITADEL ADVISORS LLC $195858 18600 0.07% 买入期权
MERCER GLOBAL ADVISORS INC /ADV $184928 17562 0.06% 股份
CAPTRUST FINANCIAL ADVISORS $183822 17457 0.06% 股份
Aurum Wealth Management Group, LLC $183061 11314 0.06% 股份
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC $176841 16794 0.06% 股份
Catalina Capital Group, LLC $174668 15966 0.06% 股份
Dorsey & Whitney Trust CO LLC $163289 15507 0.06% 股份
Global Retirement Partners, LLC $160106 15205 0.06% 股份
Vident Advisory, LLC $158445 15047 0.06% 股份
Eagle Strategies LLC $156507 14863 0.05% 股份
Glenview Trust Co $147420 14000 0.05% 股份
COMMONWEALTH EQUITY SERVICES, LLC $145770 13843 0.05% 股份
CFO4Life Group, LLC $129274 12277 0.05% 股份
SCS Capital Management LLC $123096 11314 0.04% 股份
GREAT VALLEY ADVISOR GROUP, INC. $116883 11100 0.04% 股份
BLAIR WILLIAM & CO/IL $114714 10894 0.04% 股份
First Affirmative Financial Network $110317 10084 0.04% 股份
Beaumont Financial Advisors, LLC $109229 10373 0.04% 股份
Catalyst Capital Advisors LLC $74626 7087 0.03% 股份
BNP PARIBAS FINANCIAL MARKETS $60705 5765 0.02% 股份
Triumph Capital Management $51776 4917 0.02% 股份
Security National Bank $51713 4911 0.02% 股份
Burk Holdings LLC $36844 3499 0.01% 股份
Rossby Financial, LCC $31590 3000 0.01% 股份
Allworth Financial LP $26620 2528 0.01% 股份
NOMURA ASSET MANAGEMENT CO LTD $24598 2336 0.01% 股份
HARBOUR INVESTMENTS, INC. $20811 1976 0.01% 股份
GROUP ONE TRADING LLC $20565 1953 0.01% 股份
Tower Research Capital LLC (TRC) $18480 1755 0.01% 股份
AllSquare Wealth Management LLC $17500 1400 0.01% 股份
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO $16111 1530 0.01% 股份
LGT Financial Advisors LLC $13584 1290 0.00% 股份
Dunhill Financial, LLC $6949 660 0.00% 股份
HARBOR INVESTMENT ADVISORY, LLC $4739 450 0.00% 股份
LANARK FINANCIAL, INC. $4212 400 0.00% 股份
LSV ASSET MANAGEMENT $3708 352150 0.00% 股份
CHELSEA COUNSEL CO $3700 340 0.00% 股份
CITIGROUP INC $2401 228 0.00% 股份
PARK AVENUE SECURITIES LLC $1984 188424 0.00% 股份
NewEdge Advisors, LLC $1695 161 0.00% 股份
SIMPLEX TRADING, LLC $1358 129 0.00% 股份
Caitong International Asset Management Co., Ltd $1064 101 0.00% 股份
CANADA LIFE ASSURANCE Co $951 90404 0.00% 股份
Janney Montgomery Scott LLC $825 78393 0.00% 股份
BI Asset Management Fondsmaeglerselskab A/S $553 52475 0.00% 股份
AdvisorNet Financial, Inc $397 38 0.00% 股份
State of Alaska, Department of Revenue $31 3011 0.00% 股份
Altshuler Shaham Ltd $6 1 0.00% 股份
Avion Wealth $5 500 0.00% 股份
ACADIAN ASSET MANAGEMENT LLC $0 11 0.00% 股份