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

232 institutions reported holding $1.72B of 0 (CGIC) in SEC 13F filings for 2026-06-30. Largest institutional holders: LPL Financial LLC ($208.2M), ENVESTNET ASSET MANAGEMENT INC ($136.3M), RAYMOND JAMES FINANCIAL INC ($130.9M), OSAIC HOLDINGS, INC. ($118.4M), Capital Group Private Client Services, Inc. ($105.2M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1LPL Financial LLC$208.2M5.7MAdded
2ENVESTNET ASSET MANAGEMENT INC$136.3M3.7MAdded
3RAYMOND JAMES FINANCIAL INC$130.9M3.6MAdded
4OSAIC HOLDINGS, INC.$118.4M3.3MAdded
5Capital Group Private Client Services, Inc.$105.2M2.9MAdded
6WELLS FARGO & COMPANY/MN$99.4M2.7MAdded
7Royal Bank of Canada$56.3M1.5MTrimmed
8COMMONWEALTH EQUITY SERVICES, LLC$54.4M1.5MAdded
9Cetera Investment Advisers$47.1M1.3MAdded
10Merit Financial Group, LLC$42.4M1.2MAdded
11JONES FINANCIAL COMPANIES LLLP$40.2M1.1MAdded
12Amplius Wealth Advisors, LLC$36.2M994,569Added
13MML INVESTORS SERVICES, LLC$34.2M940,604Added
14SK Wealth Management, LLC$32.6M886,486Added
15Johnson Bixby & Associates, LLC$31.3M861,481Added
16Cambridge Investment Research Advisors, Inc.$29.1M800,967Added
17D.A. DAVIDSON & CO.$24.1M663,109Added
18Gerber Kawasaki Wealth & Investment Management$23.1M635,086Added
19NewEdge Advisors, LLC$21.0M576,001Added
20STIFEL FINANCIAL CORP$20.0M548,717Added
21Sound View Wealth Advisors Group, LLC$15.5M426,147Added
22Souders Financial Advisors$14.0M383,755Added
23Private Advisor Group, LLC$12.6M344,916Trimmed
24First Heartland Consultants, Inc.$12.1M333,462Trimmed
25&PARTNERS$11.3M308,806Added

来源：SEC 13F 申报文件 · 截至 2026-06-30