Skip to content

CGV TWO RDS SHARED TR

Follow

CONDCTR GBL EQTY (fund)

17 managers (17 13F filers) reported a position in CGV shares at 2026-06-30, 5,284,447 shares in all. 6 filers opened a position and 1 filer sold out during the quarter.

Managers
17
13F filers
17
New
6
Added
9
Reduced
2
Sold out
1
Shares held by filers
5,284,447

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
WEALTH ENHANCEMENT ADVISORY SERVICES, L…2,010,845$31M0.05%+192,53913F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth843,694$13.1M0.01%+55,97913F-HRTimelineGroup
Cetera Investment Advisers614,452$9.54M0.01%+15,78513F-HRTimeline
WADDELL & ASSOCIATES, LLC401,712$6.24M0.31%+2,17813F-HRTimeline
Mariner, LLCin group Mariner, LLC297,945$4.63M<0.01%+2,95713F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP292,340$4.54M0.01%+172,33713F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC278,866$4.33M<0.01%+171,87313F-HRTimelineGroup
Brightwater Advisory LLC242,109$3.76M2.38%-3,47213F-HRTimeline
LPL Financial LLC155,578$2.42M<0.01%+11,11613F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC56,845$883K<0.01%-11,70813F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…44,122$685K0.01%+2,41313F-HRTimelineGroup
Quantinno Capital Management LP20,113$312K<0.01%new13F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC17,433$271K<0.01%new13F-HRTimelineGroup
MATHER GROUP, LLC.4,046$62.8K<0.01%new13F-HRTimeline
Farther Finance Advisors, LLC3,255$50.6K<0.01%new13F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…1,011$15.7K<0.01%new13F-HRTimelineGroup
UBS Group AGin group UBS Group AG81$1.26K<0.01%new13F-HRTimelineGroup