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CGV

CGV — 13F Holders Deep Dive

Conductor Global Eq Val ETF

-$27.8M

Net Activity

Institutions Holding

12

Popularity Rank

#9404

Avg Weight

0.25%

Total Value

$72.0M

Ownership Trend

12 institutions currently hold CGV, with 7 net buyers and 6 net sellers this quarter.

Institutional Moves

Institutional Moves (Q1 2026)

Neutral

Based on recent trading activity

Net Selling Institutions

6

Net Buying Institutions

7

Key Holders

Key Holders

Top 5 by Value

WE
Wealth Enhancement Advisory Services, LLC
$28.4M
FP
Focus Partners Wealth
$12.2M
CI
Cetera Investment Advisers
$9.2M
W&
Waddell & Associates, LLC
$6.2M
ML
Mariner, LLC
$4.6M

Top 5 by Conviction

BA
Brightwater Advisory LLC
2.51%
W&
Waddell & Associates, LLC
0.35%
WE
Wealth Enhancement Advisory Services, LLC
0.06%
CS
Cary Street Partners Financial LLC
0.02%
FP
Focus Partners Wealth
0.01%
View all 12 holding institutions

Across its top 12 institutional holders, CGV's holder base skews toward low-concentration, low-turnover investors on average (avg. concentration score 8/100, avg. turnover score 20/100).

Quarterly Activity

Recent Activity

+$32.9M

Total Buy Value

$70.6M

Total Sell Value

New buy1
Trim5
Add6
Sold out1

7

Net Buyers

6

Net Sellers

Smart Money Convergence

CGV does not currently have enough recent insider (Form 4) trading activity to compute a convergence signal against its 13F institutional flows.

13F data as of 2026-03-31 quarterly filings. Note: many large institutions file close to the 45-day post-quarter deadline, so early-quarter flow figures can shift substantially as more filings arrive.

Insider Trading (Form 4)

Form 144 Pre-Sale Notices

No Form 144 planned sale filings in the last 90 days

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

No Form 8-K filings for this ticker

CUSIP

90214Q584

FAQ

Who are the top institutional investors holding CONDUCTOR GLOBAL EQ VAL ETF (CGV)?
Major stakeholders currently include Wealth Enhancement Advisory Services, LLC ($28.4M), Focus Partners Wealth ($12.2M), Cetera Investment Advisers ($9.2M). Based on the latest 13F filings, there are a total of 12 tracked investment funds and institutions maintaining positions in CGV.
What is the overall institutional sentiment toward CGV recently?
Institutional sentiment appears Bearish (Net Selling). During the most recent reporting quarter, the stock experienced a net outflow of $27.8M, driven by 7 managers accumulating shares while 6 reduced their exposure.
Which institutions have been selling or reducing their CGV positions?
In the latest period, 5 funds trimmed their holdings, and 1 managers completely exited their positions. The aggregate reported sell value was $70.6M.
Are there any notable investors adding CGV to their portfolios?
Yes, buying activity remains notable. 1 institutions opened new positions in {ticker}, and 6 existing holders added to their shares. The total reported buy value for the quarter amounted to $32.9M.

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