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

64 institutions reported holding $177.5M of 0 (CGUI) in SEC 13F filings for 2026-06-30. Largest institutional holders: LPL Financial LLC ($32.7M), Merit Financial Group, LLC ($29.9M), WELLS FARGO & COMPANY/MN ($11.8M), ENVESTNET ASSET MANAGEMENT INC ($8.5M), MML INVESTORS SERVICES, LLC ($7.8M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1LPL Financial LLC$32.7M1.3MAdded
2Merit Financial Group, LLC$29.9M1.2MAdded
3WELLS FARGO & COMPANY/MN$11.8M467,428New
4ENVESTNET ASSET MANAGEMENT INC$8.5M337,836Added
5MML INVESTORS SERVICES, LLC$7.8M309,124Added
6Kensington Asset Management, LLC$7.2M284,915Added
7Cetera Investment Advisers$7.1M279,945Added
8Tribridge Partners Financial LLC$6.7M263,072Trimmed
9JONES FINANCIAL COMPANIES LLLP$5.1M201,021Added
10Wealth Science Advisors LLC$4.6M181,463New
11OSAIC HOLDINGS, INC.$4.4M175,953Added
12Kingsview Wealth Management, LLC$4.3M171,231Added
13Steward Partners Investment Advisory, LLC$4.2M166,542Trimmed
14COMMONWEALTH EQUITY SERVICES, LLC$4.2M165,160Added
15RAYMOND JAMES FINANCIAL INC$3.4M134,468Added
16CAPTRUST FINANCIAL ADVISORS$3.1M121,214Added
17Capital Group Private Client Services, Inc.$2.8M111,267Trimmed
18Brookstone Capital Management$2.7M106,879Trimmed
19Wealthcare Advisory Partners LLC$2.6M102,100Trimmed
20Royal Bank of Canada$2.3M91,100Added
21Strategic Blueprint, LLC$2.3M89,886Added
22Capital International Investors$2.1M82,000Hold
23JANE STREET GROUP, LLC$2.0M78,810Added
24SUSQUEHANNA INTERNATIONAL GROUP, LLP$1.5M60,384Added
25Cambridge Investment Research Advisors, Inc.$1.4M56,613Added

来源：SEC 13F 申报文件 · 截至 2026-06-30