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持有 CGDV 的機構名單(共 729 家)

目前共有 729 家機構持有 CGDV,以下依持股市值由高至低排序。

查看 CGDV 完整股票頁面

主要持有機構總市值平均佔比
LPL Financial LLCUS$30.6億0.81%
MORGAN STANLEYUS$11.1億0.07%
RAYMOND JAMES FINANCIAL INCUS$11.0億0.34%
Capital International InvestorsUS$9.7億0.23%
ENVESTNET ASSET MANAGEMENT INCUS$8.8億0.24%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COUS$8.4億0.52%
WELLS FARGO & COMPANY/MNUS$8.1億0.15%
Cetera Investment AdvisersUS$7.8億0.83%
BANK OF AMERICA CORP /DE/US$7.6億0.06%
COMMONWEALTH EQUITY SERVICES, LLCUS$5.7億0.80%
JONES FINANCIAL COMPANIES LLLPUS$5.6億0.27%
Capital Group Private Client Services, Inc.US$4.9億8.34%
Advance Capital Management, Inc.US$4.3億16.43%
UBS Group AGUS$4.0億0.06%
OSAIC HOLDINGS, INC.US$4.0億0.58%
Cambridge Investment Research Advisors, Inc.US$3.2億0.84%
ROYAL BANK OF CANADAUS$3.2億0.06%
STIFEL FINANCIAL CORPUS$2.6億0.24%
Confluence Wealth Services, Inc.US$2.6億9.97%
Kestra Advisory Services, LLCUS$2.5億0.94%
Forge Financial Services LLCUS$2.4億24.31%
MML INVESTORS SERVICES, LLCUS$1.8億0.50%
Private Advisor Group, LLCUS$1.6億0.75%
D.A. DAVIDSON & CO.US$1.5億0.94%
Kestra Investment Management, LLCUS$1.4億2.42%
Janney Montgomery Scott LLCUS$1.4億0.35%
&PARTNERSUS$1.1億0.56%
Bogart Wealth, LLCUS$1.0億3.93%
CIBC Bancorp USA Inc.US$1.0億0.14%
CWM, LLCUS$9955.0萬0.26%
Johnson Bixby & Associates, LLCUS$8974.7萬11.13%
HighTower Advisors, LLCUS$8933.1萬0.09%
Equitable Holdings, Inc.US$8319.1萬0.54%
Baird Financial Group, Inc.US$8303.8萬0.13%
MAINSTAY CAPITAL MANAGEMENT LLC /ADVUS$8144.7萬6.28%
TRUIST FINANCIAL CORPUS$8096.1萬0.11%
Mariner, LLCUS$7974.6萬0.09%
SEI INVESTMENTS COUS$7837.8萬0.07%
Merit Financial Group, LLCUS$7626.8萬0.57%
Independent Advisor AllianceUS$7412.6萬0.80%
Valmark Advisers, Inc.US$7148.0萬0.85%
WNY Asset Management, LLCUS$6764.8萬6.99%
IAM Advisory, LLCUS$6187.0萬13.86%
Integrated Wealth Concepts LLCUS$6166.1萬0.49%
Aptus Capital Advisors, LLCUS$6003.5萬0.47%
Wealthcare Advisory Partners LLCUS$5554.5萬1.08%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLCUS$5542.5萬0.11%
GUARDIAN WEALTH ADVISORS, LLC / NCUS$5344.3萬3.37%
TUDOR INVESTMENT CORP ET ALUS$5304.3萬0.10%
Prospera Financial Services IncUS$4973.2萬0.80%
Western Wealth Management, LLCUS$4784.5萬1.82%
BENJAMIN EDWARDS INCUS$4649.7萬0.46%
HARBOUR INVESTMENTS, INC.US$4608.5萬0.71%
Bay Colony Advisory Group, Inc d/b/a Bay Colony AdvisorsUS$4585.0萬5.60%
Erickson Financial Group, LLCUS$4509.1萬28.26%
Souders Financial AdvisorsUS$4337.4萬4.95%
Bank of New York Mellon CorpUS$4232.0萬0.01%
Summit Investment Advisory Services, LLCUS$4207.7萬15.63%
Procyon Advisors, LLCUS$4108.0萬2.01%
Continuum Advisory, LLCUS$4067.6萬3.90%
SK Wealth Management, LLCUS$4054.7萬11.25%
Concurrent Investment Advisors, LLCUS$4048.3萬0.44%
Rockefeller Capital Management L.P.US$4040.2萬0.07%
PARK NATIONAL CORP /OH/US$3976.2萬1.21%
CAPTRUST FINANCIAL ADVISORSUS$3968.2萬0.07%
Gerber Kawasaki Wealth & Investment ManagementUS$3650.5萬1.16%
ASSETMARK, INCUS$3597.5萬0.07%
Mason Investment Advisory Services, Inc.US$3417.8萬1.58%
AA Financial Advisors, LLCUS$3417.8萬4.81%
KESTRA PRIVATE WEALTH SERVICES, LLCUS$3291.3萬0.41%
J. Derek Lewis & Associates Inc.US$3211.6萬7.22%
BLAIR WILLIAM & CO/ILUS$3093.5萬0.09%
Midwest Heritage Bank, FSBUS$3018.3萬9.68%
Sanctuary Advisors, LLCUS$2903.4萬0.16%
Wealth Science Advisors LLCUS$2824.0萬15.89%
BIP Wealth, LLCUS$2804.2萬1.14%
AVAII WEALTH MANAGEMENT, LLCUS$2764.7萬9.65%
Orion Porfolio Solutions, LLCUS$2754.0萬0.23%
PCG Wealth Advisors, LLCUS$2753.9萬6.96%
SILVER OAK SECURITIES, INCORPORATEDUS$2751.1萬2.01%
Royal Harbor Partners, LLCUS$2703.2萬9.15%
Ergawealth Advisors, Inc.US$2697.1萬11.93%
GREAT VALLEY ADVISOR GROUP, INC.US$2692.1萬0.49%
INDEPENDENT FINANCIAL GROUP, LLCUS$2690.3萬0.60%
IFP Advisors, IncUS$2689.6萬0.56%
Madison Wealth Partners, IncUS$2633.6萬4.20%
Onyx Bridge Wealth Group LLCUS$2624.5萬2.82%
Vestmark Advisory Solutions, Inc.US$2601.1萬0.29%
CARY STREET PARTNERS FINANCIAL LLCUS$2384.3萬0.59%
Core Wealth Advisors, Inc.US$2367.8萬5.65%
CREATIVE FINANCIAL DESIGNS INC /ADVUS$2359.6萬1.43%
THOROUGHBRED FINANCIAL SERVICES, LLCUS$2342.5萬1.40%
Teamwork Financial Advisors, LLCUS$2316.4萬2.45%
New England Private Wealth Advisors LLCUS$2297.7萬2.65%
Capital Advantage, Inc.US$2283.9萬2.99%
JPMORGAN CHASE & COUS$2279.1萬0.00%
Focus Partners WealthUS$2228.8萬0.02%
Per Stirling Capital Management, LLC.US$2191.4萬2.42%
KWB WealthUS$2180.2萬2.16%
Main Line Retirement Advisors, LLCUS$2163.4萬10.80%
Geneos Wealth Management Inc.US$2129.0萬0.49%
Kingsview Wealth Management, LLCUS$2076.2萬0.28%
Wood Tarver Financial Group, LLCUS$2026.7萬5.60%
Challenger Wealth ManagementUS$2015.7萬16.11%
MISSION WEALTH MANAGEMENT, LPUS$1977.1萬0.41%
Modern Wealth Management, LLCUS$1951.0萬0.33%
SILVIA MCCOLL WEALTH MANAGEMENT, LLCUS$1929.6萬12.71%
ACT Advisors, LLC.US$1921.8萬8.17%
Clarity Retirement & Wealth, LLCUS$1918.3萬15.47%
Apollon Wealth Management, LLCUS$1898.2萬0.31%
HighPoint Advisor Group LLCUS$1888.3萬0.79%
Advyzon Investment Management, LLCUS$1875.0萬1.68%
Sunrise Financial Services, LLCUS$1873.4萬13.28%
NATIXIS ADVISORS, LLCUS$1864.6萬0.03%
CJM Wealth Advisers, Ltd.US$1857.9萬5.66%
SMITH, MOORE & CO.US$1841.6萬1.34%
Entruity Wealth, LLCUS$1822.5萬12.37%
Beacon Financial Advisory LLCUS$1820.6萬4.11%
VVR Holdings LLCUS$1809.5萬9.35%
SAGE PRIVATE WEALTH GROUP, LLCUS$1792.0萬9.02%
Venture Visionary Partners LLCUS$1784.0萬0.59%
Platt Wealth Management LLCUS$1779.3萬17.35%
Sigma Planning CorpUS$1752.4萬0.49%
WJ Wealth Management, LLCUS$1739.1萬8.14%
Mutual Advisors, LLCUS$1725.7萬0.37%
Carter Financial, LLCUS$1686.9萬14.67%
Kera Capital Partners, Inc.US$1678.7萬2.06%
First Heartland Consultants, Inc.US$1671.7萬1.28%
Ameritas Advisory Services, LLCUS$1662.2萬0.64%
Kropog Financial Group, LLCUS$1645.6萬13.37%
ST GERMAIN D J CO INCUS$1633.1萬0.65%
Beacon Pointe Advisors, LLCUS$1627.7萬0.09%
CITIGROUP INCUS$1610.5萬0.01%
Melone Private Wealth, LLCUS$1574.6萬6.43%
Sovran Advisors, LLCUS$1574.4萬1.24%
FORTRESS PRIVATE LEDGER, LLCUS$1567.2萬4.90%
Visionary Wealth AdvisorsUS$1552.7萬0.69%
VestGen Advisors, LLCUS$1541.5萬0.41%
DAVENPORT & Co LLCUS$1539.2萬0.08%
REGIMEN WEALTH, LLCUS$1523.4萬4.45%
PRINCIPAL SECURITIES, INC.US$1519.6萬0.22%
Michael Brady & Co., LLCUS$1473.2萬14.80%
SUSQUEHANNA INTERNATIONAL GROUP, LLPUS$1442.8萬0.00%
KPP Advisory Services LLCUS$1435.1萬2.08%
Ruggaard & Associates LLCUS$1429.7萬5.66%
JANE STREET GROUP, LLCUS$1428.5萬0.00%
WEDBUSH SECURITIES INCUS$1427.0萬0.42%
FOUNDERS FINANCIAL SECURITIES LLCUS$1423.6萬0.80%
Gutierrez Wealth Advisory, LLCUS$1412.8萬8.78%
MENORA MIVTACHIM HOLDINGS LTD.US$1407.1萬0.07%