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Institutions Holding CGDV (729 holders)

729 institutions currently hold CGDV, ranked below by position value.

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Key HoldersTotal ValueAvg Weight
LPL Financial LLC$3.1B0.81%
MORGAN STANLEY$1.1B0.07%
RAYMOND JAMES FINANCIAL INC$1.1B0.34%
Capital International Investors$974.2M0.23%
ENVESTNET ASSET MANAGEMENT INC$884.9M0.24%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$842.6M0.52%
WELLS FARGO & COMPANY/MN$810.5M0.15%
Cetera Investment Advisers$781.0M0.83%
BANK OF AMERICA CORP /DE/$762.0M0.06%
COMMONWEALTH EQUITY SERVICES, LLC$572.9M0.80%
JONES FINANCIAL COMPANIES LLLP$562.3M0.27%
Capital Group Private Client Services, Inc.$494.9M8.34%
Advance Capital Management, Inc.$433.6M16.43%
UBS Group AG$402.8M0.06%
OSAIC HOLDINGS, INC.$395.9M0.58%
Cambridge Investment Research Advisors, Inc.$324.8M0.84%
ROYAL BANK OF CANADA$318.2M0.06%
STIFEL FINANCIAL CORP$260.3M0.24%
Confluence Wealth Services, Inc.$257.1M9.97%
Kestra Advisory Services, LLC$249.2M0.94%
Forge Financial Services LLC$240.0M24.31%
MML INVESTORS SERVICES, LLC$181.7M0.50%
Private Advisor Group, LLC$159.6M0.75%
D.A. DAVIDSON & CO.$154.8M0.94%
Kestra Investment Management, LLC$140.3M2.42%
Janney Montgomery Scott LLC$139.5M0.35%
&PARTNERS$112.8M0.56%
Bogart Wealth, LLC$102.0M3.93%
CIBC Bancorp USA Inc.$101.4M0.14%
CWM, LLC$99.6M0.26%
Johnson Bixby & Associates, LLC$89.7M11.13%
HighTower Advisors, LLC$89.3M0.09%
Equitable Holdings, Inc.$83.2M0.54%
Baird Financial Group, Inc.$83.0M0.13%
MAINSTAY CAPITAL MANAGEMENT LLC /ADV$81.4M6.28%
TRUIST FINANCIAL CORP$81.0M0.11%
Mariner, LLC$79.7M0.09%
SEI INVESTMENTS CO$78.4M0.07%
Merit Financial Group, LLC$76.3M0.57%
Independent Advisor Alliance$74.1M0.80%
Valmark Advisers, Inc.$71.5M0.85%
WNY Asset Management, LLC$67.6M6.99%
IAM Advisory, LLC$61.9M13.86%
Integrated Wealth Concepts LLC$61.7M0.49%
Aptus Capital Advisors, LLC$60.0M0.47%
Wealthcare Advisory Partners LLC$55.5M1.08%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$55.4M0.11%
GUARDIAN WEALTH ADVISORS, LLC / NC$53.4M3.37%
TUDOR INVESTMENT CORP ET AL$53.0M0.10%
Prospera Financial Services Inc$49.7M0.80%
Western Wealth Management, LLC$47.8M1.82%
BENJAMIN EDWARDS INC$46.5M0.46%
HARBOUR INVESTMENTS, INC.$46.1M0.71%
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors$45.8M5.60%
Erickson Financial Group, LLC$45.1M28.26%
Souders Financial Advisors$43.4M4.95%
Bank of New York Mellon Corp$42.3M0.01%
Summit Investment Advisory Services, LLC$42.1M15.63%
Procyon Advisors, LLC$41.1M2.01%
Continuum Advisory, LLC$40.7M3.90%
SK Wealth Management, LLC$40.5M11.25%
Concurrent Investment Advisors, LLC$40.5M0.44%
Rockefeller Capital Management L.P.$40.4M0.07%
PARK NATIONAL CORP /OH/$39.8M1.21%
CAPTRUST FINANCIAL ADVISORS$39.7M0.07%
Gerber Kawasaki Wealth & Investment Management$36.5M1.16%
ASSETMARK, INC$36.0M0.07%
Mason Investment Advisory Services, Inc.$34.2M1.58%
AA Financial Advisors, LLC$34.2M4.81%
KESTRA PRIVATE WEALTH SERVICES, LLC$32.9M0.41%
J. Derek Lewis & Associates Inc.$32.1M7.22%
BLAIR WILLIAM & CO/IL$30.9M0.09%
Midwest Heritage Bank, FSB$30.2M9.68%
Sanctuary Advisors, LLC$29.0M0.16%
Wealth Science Advisors LLC$28.2M15.89%
BIP Wealth, LLC$28.0M1.14%
AVAII WEALTH MANAGEMENT, LLC$27.6M9.65%
Orion Porfolio Solutions, LLC$27.5M0.23%
PCG Wealth Advisors, LLC$27.5M6.96%
SILVER OAK SECURITIES, INCORPORATED$27.5M2.01%
Royal Harbor Partners, LLC$27.0M9.15%
Ergawealth Advisors, Inc.$27.0M11.93%
GREAT VALLEY ADVISOR GROUP, INC.$26.9M0.49%
INDEPENDENT FINANCIAL GROUP, LLC$26.9M0.60%
IFP Advisors, Inc$26.9M0.56%
Madison Wealth Partners, Inc$26.3M4.20%
Onyx Bridge Wealth Group LLC$26.2M2.82%
Vestmark Advisory Solutions, Inc.$26.0M0.29%
CARY STREET PARTNERS FINANCIAL LLC$23.8M0.59%
Core Wealth Advisors, Inc.$23.7M5.65%
CREATIVE FINANCIAL DESIGNS INC /ADV$23.6M1.43%
THOROUGHBRED FINANCIAL SERVICES, LLC$23.4M1.40%
Teamwork Financial Advisors, LLC$23.2M2.45%
New England Private Wealth Advisors LLC$23.0M2.65%
Capital Advantage, Inc.$22.8M2.99%
JPMORGAN CHASE & CO$22.8M0.00%
Focus Partners Wealth$22.3M0.02%
Per Stirling Capital Management, LLC.$21.9M2.42%
KWB Wealth$21.8M2.16%
Main Line Retirement Advisors, LLC$21.6M10.80%
Geneos Wealth Management Inc.$21.3M0.49%
Kingsview Wealth Management, LLC$20.8M0.28%
Wood Tarver Financial Group, LLC$20.3M5.60%
Challenger Wealth Management$20.2M16.11%
MISSION WEALTH MANAGEMENT, LP$19.8M0.41%
Modern Wealth Management, LLC$19.5M0.33%
SILVIA MCCOLL WEALTH MANAGEMENT, LLC$19.3M12.71%
ACT Advisors, LLC.$19.2M8.17%
Clarity Retirement & Wealth, LLC$19.2M15.47%
Apollon Wealth Management, LLC$19.0M0.31%
HighPoint Advisor Group LLC$18.9M0.79%
Advyzon Investment Management, LLC$18.7M1.68%
Sunrise Financial Services, LLC$18.7M13.28%
NATIXIS ADVISORS, LLC$18.6M0.03%
CJM Wealth Advisers, Ltd.$18.6M5.66%
SMITH, MOORE & CO.$18.4M1.34%
Entruity Wealth, LLC$18.2M12.37%
Beacon Financial Advisory LLC$18.2M4.11%
VVR Holdings LLC$18.1M9.35%
SAGE PRIVATE WEALTH GROUP, LLC$17.9M9.02%
Venture Visionary Partners LLC$17.8M0.59%
Platt Wealth Management LLC$17.8M17.35%
Sigma Planning Corp$17.5M0.49%
WJ Wealth Management, LLC$17.4M8.14%
Mutual Advisors, LLC$17.3M0.37%
Carter Financial, LLC$16.9M14.67%
Kera Capital Partners, Inc.$16.8M2.06%
First Heartland Consultants, Inc.$16.7M1.28%
Ameritas Advisory Services, LLC$16.6M0.64%
Kropog Financial Group, LLC$16.5M13.37%
ST GERMAIN D J CO INC$16.3M0.65%
Beacon Pointe Advisors, LLC$16.3M0.09%
CITIGROUP INC$16.1M0.01%
Melone Private Wealth, LLC$15.7M6.43%
Sovran Advisors, LLC$15.7M1.24%
FORTRESS PRIVATE LEDGER, LLC$15.7M4.90%
Visionary Wealth Advisors$15.5M0.69%
VestGen Advisors, LLC$15.4M0.41%
DAVENPORT & Co LLC$15.4M0.08%
REGIMEN WEALTH, LLC$15.2M4.45%
PRINCIPAL SECURITIES, INC.$15.2M0.22%
Michael Brady & Co., LLC$14.7M14.80%
SUSQUEHANNA INTERNATIONAL GROUP, LLP$14.4M0.00%
KPP Advisory Services LLC$14.4M2.08%
Ruggaard & Associates LLC$14.3M5.66%
JANE STREET GROUP, LLC$14.3M0.00%
WEDBUSH SECURITIES INC$14.3M0.42%
FOUNDERS FINANCIAL SECURITIES LLC$14.2M0.80%
Gutierrez Wealth Advisory, LLC$14.1M8.78%
MENORA MIVTACHIM HOLDINGS LTD.$14.1M0.07%