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

186 institutions reported holding $1.79B of 0 (CGIE) in SEC 13F filings for 2026-06-30. Largest institutional holders: Bank of New York Mellon Corp ($248.3M), JONES FINANCIAL COMPANIES LLLP ($137.4M), MORGAN STANLEY ($109.0M), Cetera Investment Advisers ($101.6M), UBS Group AG ($97.7M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1Bank of New York Mellon Corp$248.3M6.8MAdded
2JONES FINANCIAL COMPANIES LLLP$137.4M3.8MAdded
3MORGAN STANLEY$109.0M3.0MAdded
4Cetera Investment Advisers$101.6M2.8MAdded
5UBS Group AG$97.7M2.7MAdded
6LPL Financial LLC$88.8M2.4MAdded
7Royal Bank of Canada$80.1M2.2MAdded
8BANK OF AMERICA CORP /DE/$73.5M2.0MAdded
9Venturi Wealth Management, LLC$66.0M1.8MAdded
10Capital Group Private Client Services, Inc.$52.1M1.4MAdded
11RAYMOND JAMES FINANCIAL INC$51.2M1.4MAdded
12NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$43.5M1.2MAdded
13WELLS FARGO & COMPANY/MN$39.4M1.1MAdded
14ENVESTNET ASSET MANAGEMENT INC$37.5M1.0MAdded
15OSAIC HOLDINGS, INC.$30.3M823,566Added
16Merit Financial Group, LLC$28.6M778,293Added
17LVW Advisors, LLC$24.4M662,732Trimmed
18COMMONWEALTH EQUITY SERVICES, LLC$23.6M641,480Added
19STIFEL FINANCIAL CORP$23.2M630,547Added
20KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC$22.6M617,011Added
21Linscomb Wealth, Inc.$20.2M550,558Added
22Freedom Financial Partners LLC$17.7M481,888Added
23MML INVESTORS SERVICES, LLC$16.0M435,313Added
24NATIXIS ADVISORS, LLC$14.9M404,089Added
25Cambridge Investment Research Advisors, Inc.$14.8M403,485Added

来源：SEC 13F 申报文件 · 截至 2026-06-30