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Funds Holding CACG

On this page, we present all of the funds holding CACG from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding CACG, with a link to that fund's top holdings. The next columns indicate the amount of CACG stock held by each of the funds holding CACG, followed by the CACG position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 36 funds holding CACG within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Morgan Stanley. For more details on the positions held by Morgan Stanley (or by any of the other funds holding CACG), click the fund name in the "Holder" column of the funds-holding-CACG table below.

HolderAmountPosition Size
($ in 1000's)
 As of
Morgan Stanley270,574$12,749 12/31/2023
     CACG270,574$12,749 12/31/2023
Stifel Financial Corp122,544$5,774 12/31/2023
     CACG122,544$5,774 12/31/2023
Janney Montgomery Scott LLC95,702$4,509 12/31/2023
     CACG95,702$4,509 12/31/2023
Raymond James Financial Services Advisors Inc.94,648$4,460 12/31/2023
     CACG94,648$4,460 12/31/2023
Cambridge Investment Research Advisors Inc.69,447$3,272 12/31/2023
     CACG69,447$3,272 12/31/2023
Barnes Pettey Financial Advisors LLC57,145$2,693 12/31/2023
     CACG57,145$2,693 12/31/2023
Envestnet Asset Management Inc.53,202$2,507 12/31/2023
     CACG53,202$2,507 12/31/2023
Royal Bank of Canada46,232$2,178 12/31/2023
     CACG46,232$2,178 12/31/2023
UBS Group AG44,270$2,086 12/31/2023
     CACG44,270$2,086 12/31/2023
LPL Financial LLC41,436$1,952 12/31/2023
     CACG41,436$1,952 12/31/2023
Truist Financial Corp36,942$1,741 12/31/2023
     CACG36,942$1,741 12/31/2023
IHT Wealth Management LLC32,357$1,525 12/31/2023
     CACG32,357$1,525 12/31/2023
Arden Trust Co28,617$1,490 03/31/2024
     CACG28,617$1,490 03/31/2024
Avantax Advisory Services Inc.25,220$1,188 12/31/2023
     CACG25,220$1,188 12/31/2023
GWM Advisors LLC21,751$1,025 12/31/2023
     CACG21,751$1,025 12/31/2023
Cetera Advisor Networks LLC20,461$964 12/31/2023
     CACG20,461$964 12/31/2023
Gladstone Institutional Advisory LLC18,500$872 12/31/2023
     CACG18,500$872 12/31/2023
Private Advisor Group LLC18,066$851 12/31/2023
     CACG18,066$851 12/31/2023
Raymond James & Associates15,701$740 12/31/2023
     CACG15,701$740 12/31/2023
Susquehanna International Group LLP13,600$641 12/31/2023
     CACG13,600$641 12/31/2023
Stephens Inc. AR11,547$544 12/31/2023
     CACG11,547$544 12/31/2023
Atlas Private Wealth Advisors9,190$433 12/31/2023
     CACG9,190$433 12/31/2023
CENTRAL TRUST Co8,403$396 12/31/2023
     CACG8,403$396 12/31/2023
Wedbush Securities Inc.6,740$318 12/31/2023
     CACG6,740$318 12/31/2023
Creative Planning6,746$318 12/31/2023
     CACG6,746$318 12/31/2023
Investment Partners Asset Management Inc.5,300$276 03/31/2024
     CACG5,300$276 03/31/2024
Prospera Financial Services Inc4,734$223 12/31/2023
     CACG4,734$223 12/31/2023
Townsend Asset Management Corp NC ADV4,270$201 12/31/2023
     CACG4,270$201 12/31/2023
Advisor Group Holdings Inc.4,187$197 12/31/2023
     CACG4,187$197 12/31/2023
Northwestern Mutual Wealth Management Co.1,083$51 12/31/2023
     CACG1,083$51 12/31/2023
Sunbelt Securities Inc.498$26 03/31/2024
     CACG498$26 03/31/2024
NBC Securities Inc.450$23 03/31/2024
     CACG450$23 03/31/2024
Legacy Bridge LLC200$9 12/31/2023
     CACG200$9 12/31/2023
Steward Partners Investment Advisory LLC200$9 12/31/2023
     CACG200$9 12/31/2023
Wells Fargo & Company MN15$1 12/31/2023
     CACG15$1 12/31/2023
Proequities Inc.0$0 12/31/2023
     CACG0$0 12/31/2023
Comerica Bank7$0 12/31/2023
     CACG7$0 12/31/2023

See Summary: Institutional Holders of CACG
See Details: Top 10 Hedge Funds Holding CACG
Also See: CACG Holdings Changes

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