Who Owns 0 (CGDG)? -- Institutional Holders (2026-06-30)

297 institutions reported holding $4.28B of 0 (CGDG) in SEC 13F filings for 2026-06-30. Largest institutional holders: Capital International Investors ($679.7M), LPL Financial LLC ($483.1M), ENVESTNET ASSET MANAGEMENT INC ($461.6M), Capital Group Private Client Services, Inc. ($232.3M), WELLS FARGO & COMPANY/MN ($219.2M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1Capital International Investors$679.7M18.1MAdded
2LPL Financial LLC$483.1M12.9MAdded
3ENVESTNET ASSET MANAGEMENT INC$461.6M12.3MAdded
4Capital Group Private Client Services, Inc.$232.3M6.2MAdded
5WELLS FARGO & COMPANY/MN$219.2M5.8MAdded
6RAYMOND JAMES FINANCIAL INC$192.7M5.1MAdded
7Cetera Investment Advisers$157.8M4.2MAdded
8MORGAN STANLEY$148.0M3.9MTrimmed
9Confluence Wealth Services, Inc.$122.0M3.3MAdded
10Royal Bank of Canada$104.3M2.8MAdded
11COMMONWEALTH EQUITY SERVICES, LLC$96.4M2.6MAdded
12Valmark Advisers, Inc.$80.6M2.1MAdded
13MML INVESTORS SERVICES, LLC$75.3M2.0MAdded
14JONES FINANCIAL COMPANIES LLLP$71.4M1.9MAdded
15Cambridge Investment Research Advisors, Inc.$62.0M1.7MAdded
16SEI INVESTMENTS CO$57.0M1.5MAdded
17OSAIC HOLDINGS, INC.$54.4M1.5MAdded
18UBS Group AG$46.8M1.2MAdded
19BENJAMIN EDWARDS INC$44.8M1.2MAdded
20STIFEL FINANCIAL CORP$35.6M949,585Added
21Janney Montgomery Scott LLC$34.1M908,136Added
22NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$30.3M807,269Added
23&PARTNERS$29.5M785,299Added
24J. Derek Lewis & Associates Inc.$28.5M760,192Added
25ROTHSCHILD INVESTMENT LLC$25.6M682,462Added

Source: SEC Form 13F filings · as of 2026-06-30