On this page, we present all of the funds holding CGBL from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding CGBL, with a link to that fund's top holdings. The next columns indicate the amount of CGBL stock held by each of the funds holding CGBL, followed by the CGBL position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 45 funds holding CGBL within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Advance Capital Management Inc.. For more details on the positions held by Advance Capital Management Inc. (or by any of the other funds holding CGBL), click the fund name in the "Holder" column of the funds-holding-CGBL table below.
Holder | Amount | Position Size ($ in 1000's) | As of |
---|---|---|---|
Advance Capital Management Inc. | 1,920,544 | $55,907 | 03/31/2024 |
CGBL | 1,920,544 | $55,907 | 03/31/2024 |
Capital International Investors | 959,000 | $26,219 | 12/31/2023 |
CGBL | 959,000 | $26,219 | 12/31/2023 |
Commonwealth Equity Services LLC | 720,629 | $20,978 | 03/31/2024 |
CGBL | 720,629 | $20,978 | 03/31/2024 |
Cambridge Investment Research Advisors Inc. | 493,881 | $14,377 | 03/31/2024 |
CGBL | 493,881 | $14,377 | 03/31/2024 |
OLD Mission Capital LLC | 211,483 | $5,782 | 12/31/2023 |
CGBL | 211,483 | $5,782 | 12/31/2023 |
Advisor Group Holdings Inc. | 197,504 | $5,400 | 12/31/2023 |
CGBL | 197,504 | $5,400 | 12/31/2023 |
Sunbelt Securities Inc. | 171,175 | $4,983 | 03/31/2024 |
CGBL | 171,175 | $4,983 | 03/31/2024 |
Wealth Enhancement Advisory Services LLC | 164,806 | $4,798 | 03/31/2024 |
CGBL | 164,806 | $4,798 | 03/31/2024 |
Kestra Advisory Services LLC | 134,039 | $3,665 | 12/31/2023 |
CGBL | 134,039 | $3,665 | 12/31/2023 |
Capital Group Private Client Services Inc. | 109,081 | $2,982 | 12/31/2023 |
CGBL | 109,081 | $2,982 | 12/31/2023 |
J Arnold Wealth Management Co | 102,327 | $2,798 | 12/31/2023 |
CGBL | 102,327 | $2,798 | 12/31/2023 |
Founders Financial Securities LLC | 65,962 | $1,920 | 03/31/2024 |
CGBL | 65,962 | $1,920 | 03/31/2024 |
Taylor Financial Group Inc. | 62,954 | $1,721 | 12/31/2023 |
CGBL | 62,954 | $1,721 | 12/31/2023 |
Confluence Wealth Services Inc. | 57,800 | $1,683 | 03/31/2024 |
CGBL | 57,800 | $1,683 | 03/31/2024 |
Benjamin F. Edwards & Company Inc. | 55,491 | $1,615 | 03/31/2024 |
CGBL | 55,491 | $1,615 | 03/31/2024 |
MML Investors Services LLC | 51,771 | $1,415 | 12/31/2023 |
CGBL | 51,771 | $1,415 | 12/31/2023 |
Aptus Capital Advisors LLC | 44,606 | $1,220 | 12/31/2023 |
CGBL | 44,606 | $1,220 | 12/31/2023 |
Advisory Services Network LLC | 44,423 | $1,215 | 12/31/2023 |
CGBL | 44,423 | $1,215 | 12/31/2023 |
Envestnet Asset Management Inc. | 39,773 | $1,087 | 12/31/2023 |
CGBL | 39,773 | $1,087 | 12/31/2023 |
Tempus Wealth Planning LLC | 36,528 | $1,063 | 03/31/2024 |
CGBL | 36,528 | $1,063 | 03/31/2024 |
Johnson Bixby & Associates LLC | 31,212 | $909 | 03/31/2024 |
CGBL | 31,212 | $909 | 03/31/2024 |
Westside Investment Management Inc. | 27,330 | $796 | 03/31/2024 |
CGBL | 27,330 | $796 | 03/31/2024 |
Harbour Investments Inc. | 25,052 | $685 | 12/31/2023 |
CGBL | 25,052 | $685 | 12/31/2023 |
Citadel Advisors LLC | 24,560 | $671 | 12/31/2023 |
CGBL | 24,560 | $671 | 12/31/2023 |
Dakota Wealth Management | 22,325 | $652 | 03/31/2024 |
CGBL | 22,325 | $652 | 03/31/2024 |
Venture Visionary Partners LLC | 23,490 | $642 | 12/31/2023 |
CGBL | 23,490 | $642 | 12/31/2023 |
CWM LLC | 21,581 | $628 | 03/31/2024 |
CGBL | 21,581 | $628 | 03/31/2024 |
Armstrong Fleming & Moore Inc | 21,272 | $619 | 03/31/2024 |
CGBL | 21,272 | $619 | 03/31/2024 |
Lincoln National Corp | 20,347 | $556 | 12/31/2023 |
CGBL | 20,347 | $556 | 12/31/2023 |
LongView Wealth Management | 17,593 | $512 | 03/31/2024 |
CGBL | 17,593 | $512 | 03/31/2024 |
Captrust Financial Advisors | 16,373 | $448 | 12/31/2023 |
CGBL | 16,373 | $448 | 12/31/2023 |
RFG Advisory LLC | 13,550 | $394 | 03/31/2024 |
CGBL | 13,550 | $394 | 03/31/2024 |
Avantax Advisory Services Inc. | 11,857 | $324 | 12/31/2023 |
CGBL | 11,857 | $324 | 12/31/2023 |
Janney Montgomery Scott LLC | 11,065 | $303 | 12/31/2023 |
CGBL | 11,065 | $303 | 12/31/2023 |
Moloney Securities Asset Management LLC | 9,167 | $251 | 12/31/2023 |
CGBL | 9,167 | $251 | 12/31/2023 |
Hilltop Holdings Inc. | 8,750 | $239 | 12/31/2023 |
CGBL | 8,750 | $239 | 12/31/2023 |
Royal Bank of Canada | 8,596 | $235 | 12/31/2023 |
CGBL | 8,596 | $235 | 12/31/2023 |
Latitude Advisors LLC | 8,045 | $234 | 03/31/2024 |
CGBL | 8,045 | $234 | 03/31/2024 |
Bridgewealth Advisory Group LLC | 7,840 | $228 | 03/31/2024 |
CGBL | 7,840 | $228 | 03/31/2024 |
Susquehanna International Group LLP | 8,161 | $223 | 12/31/2023 |
CGBL | 8,161 | $223 | 12/31/2023 |
AdvisorNet Financial Inc | 1,373 | $40 | 03/31/2024 |
CGBL | 1,373 | $40 | 03/31/2024 |
Iron Horse Wealth Management LLC | 800 | $23 | 03/31/2024 |
CGBL | 800 | $23 | 03/31/2024 |
ICA Group Wealth Management LLC | 690 | $19 | 12/31/2023 |
CGBL | 690 | $19 | 12/31/2023 |
Retirement Group LLC | 627 | $17 | 12/31/2023 |
CGBL | 627 | $17 | 12/31/2023 |
Bell Investment Advisors Inc | 45 | $1 | 12/31/2023 |
CGBL | 45 | $1 | 12/31/2023 |
Proequities Inc. | 0 | $0 | 12/31/2023 |
CGBL | 0 | $0 | 12/31/2023 |
See Summary: Institutional Holders of CGBL
See Details: Top 10 Hedge Funds Holding CGBL
Also See: CGBL Holdings Changes
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