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Institutions Holding CGXU (343 holders)

343 institutions currently hold CGXU, ranked below by position value.

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Key HoldersTotal ValueAvg Weight
LPL Financial LLC$490.2M0.13%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$228.2M0.14%
WELLS FARGO & COMPANY/MN$209.3M0.04%
MORGAN STANLEY$186.0M0.01%
UBS Group AG$157.1M0.02%
RAYMOND JAMES FINANCIAL INC$153.9M0.05%
Cerity Partners LLC$148.5M0.21%
ROYAL BANK OF CANADA$126.3M0.02%
BENJAMIN EDWARDS INC$120.2M1.19%
CAPTRUST FINANCIAL ADVISORS$113.0M0.20%
Capital Group Private Client Services, Inc.$105.3M1.78%
COMMONWEALTH EQUITY SERVICES, LLC$89.1M0.12%
BANK OF AMERICA CORP /DE/$84.2M0.01%
SEI INVESTMENTS CO$73.3M0.07%
INSPIRION WEALTH ADVISORS, LLC$59.6M7.42%
Confluence Wealth Services, Inc.$58.1M2.25%
JONES FINANCIAL COMPANIES LLLP$57.3M0.03%
ENVESTNET ASSET MANAGEMENT INC$54.0M0.01%
STIFEL FINANCIAL CORP$53.2M0.05%
ECLECTIC ASSOCIATES INC /ADV$49.8M6.61%
OSAIC HOLDINGS, INC.$46.1M0.07%
Private Advisor Group, LLC$44.2M0.21%
Cetera Investment Advisers$43.1M0.05%
&PARTNERS$42.6M0.21%
CPC Advisors, LLC$38.4M6.23%
Aprio Wealth Management, LLC$37.5M2.05%
Janney Montgomery Scott LLC$35.1M0.09%
Kestra Advisory Services, LLC$33.7M0.13%
AdvisorNet Financial, Inc$32.8M1.70%
Cambridge Investment Research Advisors, Inc.$32.7M0.08%
Baird Financial Group, Inc.$29.0M0.05%
MML INVESTORS SERVICES, LLC$28.1M0.08%
Armstrong, Fleming & Moore, Inc$25.6M10.86%
Sterling Investment Counsel, LLC$25.2M7.06%
Summit Investment Advisory Services, LLC$25.1M9.32%
Mason Investment Advisory Services, Inc.$23.9M1.11%
D.A. DAVIDSON & CO.$21.9M0.13%
McGlone Suttner Wealth Management, Inc.$20.8M2.76%
Main Line Retirement Advisors, LLC$19.8M9.91%
Wealthcare Advisory Partners LLC$19.3M0.37%
Lantz Financial LLC$18.9M3.90%
Strata Wealth Advisors, LLC$18.5M5.08%
Souders Financial Advisors$18.4M2.10%
DeDora Capital, Inc.$17.8M4.37%
CAHILL FINANCIAL ADVISORS INC$17.6M1.90%
Hopwood Financial Services, Inc.$17.1M11.52%
BetterWealth, LLC$17.1M3.35%
EverSource Wealth Advisors, LLC$16.3M0.50%
JPMORGAN CHASE & CO$15.8M0.00%
Worth Financial Advisory Group, LLC$15.0M6.63%
Equitable Holdings, Inc.$14.8M0.10%
HUB Investment Partners, LLC$14.3M0.34%
FINANCIAL MANAGEMENT NETWORK INC$13.9M2.14%
Bleakley Financial Group, LLC$13.4M0.21%
DAYMARK WEALTH PARTNERS, LLC$13.2M0.42%
Tribridge Partners Financial LLC$13.1M5.41%
Burton Enright Welch$10.3M1.40%
Corient Private Wealth LLC$10.0M0.01%
Vawter Financial, Ltd.$9.7M4.07%
Troutman Wealth Management, LLC$9.1M7.57%
Gutierrez Wealth Advisory, LLC$8.7M5.41%
BETO FINANCIAL GROUP, LLC$8.7M5.10%
CENTRAL TRUST Co$8.3M0.16%
Capital Analysts, LLC$8.2M0.22%
Michael Brady & Co., LLC$8.0M8.04%
Koshinski Asset Management, Inc.$7.5M0.47%
Mariner, LLC$7.2M0.01%
Cornerstone Wealth Management, LLC$6.9M0.34%
Riverview Capital Advisers, LLC$6.7M2.22%
Brown Miller Wealth Management, LLC$6.4M1.81%
Steward Partners Investment Advisory, LLC$6.2M0.03%
HighTower Advisors, LLC$6.2M0.01%
CWM, LLC$6.1M0.02%
Triangle Securities Wealth Management$5.8M1.31%
AlphaCore Capital LLC$5.7M0.14%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$5.6M0.01%
TKG Advisors, LLC$5.5M2.28%
Freedom Financial Partners LLC$5.4M1.94%
GTS SECURITIES LLC$5.1M0.18%
Glaxis Capital Management, LLC$5.0M6.28%
United Advisor Group, LLC$4.8M0.60%
EP Wealth Advisors, LLC$4.7M0.02%
Continuum Advisory, LLC$4.6M0.44%
Valmark Advisers, Inc.$4.5M0.05%
FLYNN ZITO CAPITAL MANAGEMENT, LLC$4.4M1.41%
HARBOUR INVESTMENTS, INC.$4.3M0.07%
MERIDIAN INVESTMENT COUNSEL INC.$4.3M1.01%
Lodestone Wealth Management LLC$4.2M1.66%
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC$4.2M0.08%
J. Derek Lewis & Associates Inc.$4.1M0.93%
OPPENHEIMER & CO INC$4.1M0.05%
Entruity Wealth, LLC$3.9M2.67%
CLG LLC$3.9M0.97%
Bare Financial Services, Inc$3.9M1.03%
G&S Capital LLC$3.9M1.36%
EVOLVE PRIVATE WEALTH, LLC$3.9M0.21%
SIGNET FINANCIAL MANAGEMENT, LLC$3.8M0.43%
Summit Financial, LLC$3.8M0.05%
Ameritas Investment Partners, Inc.$3.8M0.12%
Olistico Wealth, LLC$3.5M1.73%
Advisory Services Network, LLC$3.5M0.05%
Rockefeller Capital Management L.P.$3.4M0.01%
Thrivent Financial for Lutherans$3.3M0.01%
Cyndeo Wealth Partners, LLC$3.3M0.17%
Cornell Pochily Investment Advisors, Inc.$3.1M0.90%
SITTNER & NELSON, LLC$3.0M1.09%
Ameritas Advisory Services, LLC$2.9M0.11%
ENDEAVOR PRIVATE WEALTH, INC.$2.9M0.83%
Aspire Growth Partners LLC$2.9M1.98%
Western Wealth Management, LLC$2.9M0.11%
Transcendent Capital Group LLC$2.8M1.29%
TOCQUEVILLE ASSET MANAGEMENT L.P.$2.7M0.04%
Spire Wealth Management$2.6M0.09%
Procyon Advisors, LLC$2.6M0.13%
True Blue Financial, LLC$2.6M2.06%
Cedar Point Capital Partners, LLC$2.6M1.67%
Bill Few Associates, Inc.$2.5M0.60%
Swisher Financial Concepts, Inc.$2.4M1.36%
Investmark Advisory Group LLC$2.3M0.99%
Clearstead Trust, LLC$2.3M0.37%
ERn Financial, LLC$2.3M0.43%
Charter Capital Management, LLC\DE$2.2M1.12%
LANDAAS & CO /WI /ADV$2.2M0.49%
ASSETMARK, INC$2.2M0.00%
Fiduciary Alliance LLC$2.2M0.13%
Aptus Capital Advisors, LLC$2.1M0.02%
NATIXIS ADVISORS, LLC$2.1M0.00%
CWS Financial Advisors, LLC$2.1M0.55%
Sigma Planning Corp$2.1M0.06%
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.$2.1M0.86%
Farther Finance Advisors, LLC$2.1M0.02%
US BANCORP \DE\$2.0M0.00%
Burford Brothers, Inc.$1.9M0.80%
Cushing Capital Partners, LLC$1.9M1.44%
Atlas Legacy Advisors, LLC$1.9M0.34%
Stratos Wealth Advisors, LLC$1.8M0.11%
Rehmann Capital Advisory Group$1.7M0.09%
Trueblood Wealth Management, LLC$1.7M0.68%
Ashton Thomas Private Wealth, LLC$1.7M0.04%
5T Wealth, LLC$1.7M0.67%
SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/$1.7M1.00%
Vise Technologies, Inc.$1.7M0.03%
OneDigital Investment Advisors LLC$1.6M0.02%
Valeo Financial Advisors, LLC$1.6M0.04%
Clear Point Advisors Inc.$1.6M1.24%
Wealth Science Advisors LLC$1.6M0.88%
TD Waterhouse Canada Inc.$1.6M0.00%
STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC$1.5M1.18%
Prime Capital Investment Advisors, LLC$1.4M0.02%
OLD MISSION CAPITAL LLC$1.4M0.02%