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Funds Holding CGBL

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.

HolderAmountPosition Size
($ in 1000's)
 As of
Advance Capital Management Inc.1,920,544$55,907 03/31/2024
     CGBL1,920,544$55,907 03/31/2024
Capital International Investors959,000$26,219 12/31/2023
     CGBL959,000$26,219 12/31/2023
Commonwealth Equity Services LLC720,629$20,978 03/31/2024
     CGBL720,629$20,978 03/31/2024
Cambridge Investment Research Advisors Inc.493,881$14,377 03/31/2024
     CGBL493,881$14,377 03/31/2024
OLD Mission Capital LLC211,483$5,782 12/31/2023
     CGBL211,483$5,782 12/31/2023
Advisor Group Holdings Inc.197,504$5,400 12/31/2023
     CGBL197,504$5,400 12/31/2023
Sunbelt Securities Inc.171,175$4,983 03/31/2024
     CGBL171,175$4,983 03/31/2024
Wealth Enhancement Advisory Services LLC164,806$4,798 03/31/2024
     CGBL164,806$4,798 03/31/2024
Kestra Advisory Services LLC134,039$3,665 12/31/2023
     CGBL134,039$3,665 12/31/2023
Capital Group Private Client Services Inc.109,081$2,982 12/31/2023
     CGBL109,081$2,982 12/31/2023
J Arnold Wealth Management Co102,327$2,798 12/31/2023
     CGBL102,327$2,798 12/31/2023
Founders Financial Securities LLC65,962$1,920 03/31/2024
     CGBL65,962$1,920 03/31/2024
Taylor Financial Group Inc.62,954$1,721 12/31/2023
     CGBL62,954$1,721 12/31/2023
Confluence Wealth Services Inc.57,800$1,683 03/31/2024
     CGBL57,800$1,683 03/31/2024
Benjamin F. Edwards & Company Inc.55,491$1,615 03/31/2024
     CGBL55,491$1,615 03/31/2024
MML Investors Services LLC51,771$1,415 12/31/2023
     CGBL51,771$1,415 12/31/2023
Aptus Capital Advisors LLC44,606$1,220 12/31/2023
     CGBL44,606$1,220 12/31/2023
Advisory Services Network LLC44,423$1,215 12/31/2023
     CGBL44,423$1,215 12/31/2023
Envestnet Asset Management Inc.39,773$1,087 12/31/2023
     CGBL39,773$1,087 12/31/2023
Tempus Wealth Planning LLC36,528$1,063 03/31/2024
     CGBL36,528$1,063 03/31/2024
Johnson Bixby & Associates LLC31,212$909 03/31/2024
     CGBL31,212$909 03/31/2024
Westside Investment Management Inc.27,330$796 03/31/2024
     CGBL27,330$796 03/31/2024
Harbour Investments Inc.25,052$685 12/31/2023
     CGBL25,052$685 12/31/2023
Citadel Advisors LLC24,560$671 12/31/2023
     CGBL24,560$671 12/31/2023
Dakota Wealth Management22,325$652 03/31/2024
     CGBL22,325$652 03/31/2024
Venture Visionary Partners LLC23,490$642 12/31/2023
     CGBL23,490$642 12/31/2023
CWM LLC21,581$628 03/31/2024
     CGBL21,581$628 03/31/2024
Armstrong Fleming & Moore Inc21,272$619 03/31/2024
     CGBL21,272$619 03/31/2024
Lincoln National Corp20,347$556 12/31/2023
     CGBL20,347$556 12/31/2023
LongView Wealth Management17,593$512 03/31/2024
     CGBL17,593$512 03/31/2024
Captrust Financial Advisors16,373$448 12/31/2023
     CGBL16,373$448 12/31/2023
RFG Advisory LLC13,550$394 03/31/2024
     CGBL13,550$394 03/31/2024
Avantax Advisory Services Inc.11,857$324 12/31/2023
     CGBL11,857$324 12/31/2023
Janney Montgomery Scott LLC11,065$303 12/31/2023
     CGBL11,065$303 12/31/2023
Moloney Securities Asset Management LLC9,167$251 12/31/2023
     CGBL9,167$251 12/31/2023
Hilltop Holdings Inc.8,750$239 12/31/2023
     CGBL8,750$239 12/31/2023
Royal Bank of Canada8,596$235 12/31/2023
     CGBL8,596$235 12/31/2023
Latitude Advisors LLC8,045$234 03/31/2024
     CGBL8,045$234 03/31/2024
Bridgewealth Advisory Group LLC7,840$228 03/31/2024
     CGBL7,840$228 03/31/2024
Susquehanna International Group LLP8,161$223 12/31/2023
     CGBL8,161$223 12/31/2023
AdvisorNet Financial Inc1,373$40 03/31/2024
     CGBL1,373$40 03/31/2024
Iron Horse Wealth Management LLC800$23 03/31/2024
     CGBL800$23 03/31/2024
ICA Group Wealth Management LLC690$19 12/31/2023
     CGBL690$19 12/31/2023
Retirement Group LLC627$17 12/31/2023
     CGBL627$17 12/31/2023
Bell Investment Advisors Inc45$1 12/31/2023
     CGBL45$1 12/31/2023
Proequities Inc.0$0 12/31/2023
     CGBL0$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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