HoldingsChannel.com
On this page, we present all of the funds holding CGMU from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding CGMU, with a link to that fund's top holdings. The next columns indicate the amount of CGMU stock held by each of the funds holding CGMU, followed by the CGMU position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 88 funds holding CGMU within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Commonwealth Equity Services LLC. For more details on the positions held by Commonwealth Equity Services LLC (or by any of the other funds holding CGMU), click the fund name in the "Holder" column of the funds-holding-CGMU table below.
| Holder | Amount | Position Size ($ in 1000's) | As of |
|---|---|---|---|
 Commonwealth Equity Services LLC | 1,697,218 | $45,842 | 03/31/2024 |
| CGMU | 1,697,218 | $45,842 | 03/31/2024 |
| UBS Group AG | 1,213,930 | $32,873 | 12/31/2023 |
| CGMU | 1,213,930 | $32,873 | 12/31/2023 |
| Stifel Financial Corp | 901,786 | $24,420 | 12/31/2023 |
| CGMU | 901,786 | $24,420 | 12/31/2023 |
| Great Valley Advisor Group Inc. | 630,641 | $17,078 | 12/31/2023 |
| CGMU | 630,641 | $17,078 | 12/31/2023 |
| Envestnet Asset Management Inc. | 630,275 | $17,068 | 12/31/2023 |
| CGMU | 630,275 | $17,068 | 12/31/2023 |
| LPL Financial LLC | 622,876 | $16,867 | 12/31/2023 |
| CGMU | 622,876 | $16,867 | 12/31/2023 |
| Northwestern Mutual Wealth Management Co. | 570,276 | $15,443 | 12/31/2023 |
| CGMU | 570,276 | $15,443 | 12/31/2023 |
| Venturi Wealth Management LLC | 549,659 | $14,847 | 03/31/2024 |
| CGMU | 549,659 | $14,847 | 03/31/2024 |
| MML Investors Services LLC | 520,626 | $14,099 | 12/31/2023 |
| CGMU | 520,626 | $14,099 | 12/31/2023 |
| Capital Group Private Client Services Inc. | 468,184 | $12,678 | 12/31/2023 |
| CGMU | 468,184 | $12,678 | 12/31/2023 |
| Advisor Group Holdings Inc. | 384,120 | $10,402 | 12/31/2023 |
| CGMU | 384,120 | $10,402 | 12/31/2023 |
| Pillar Wealth Advisors LLC | 381,264 | $10,325 | 12/31/2023 |
| CGMU | 381,264 | $10,325 | 12/31/2023 |
| Cambridge Investment Research Advisors Inc. | 347,042 | $9,374 | 03/31/2024 |
| CGMU | 347,042 | $9,374 | 03/31/2024 |
| Cetera Investment Advisers | 240,088 | $6,502 | 12/31/2023 |
| CGMU | 240,088 | $6,502 | 12/31/2023 |
| Capital Planning LLC | 201,242 | $5,450 | 03/31/2024 |
| CGMU | 201,242 | $5,450 | 03/31/2024 |
| Cetera Advisors LLC | 190,997 | $5,172 | 12/31/2023 |
| CGMU | 190,997 | $5,172 | 12/31/2023 |
| Wealth Enhancement Advisory Services LLC | 182,353 | $4,925 | 03/31/2024 |
| CGMU | 182,353 | $4,925 | 03/31/2024 |
| Cetera Advisor Networks LLC | 175,169 | $4,744 | 12/31/2023 |
| CGMU | 175,169 | $4,744 | 12/31/2023 |
| Capital International Investors | 165,000 | $4,468 | 12/31/2023 |
| CGMU | 165,000 | $4,468 | 12/31/2023 |
| Lincoln National Corp | 159,066 | $4,308 | 12/31/2023 |
| CGMU | 159,066 | $4,308 | 12/31/2023 |
| Private Advisor Group LLC | 144,089 | $3,902 | 12/31/2023 |
| CGMU | 144,089 | $3,902 | 12/31/2023 |
| WNY Asset Management LLC | 141,385 | $3,829 | 12/31/2023 |
| CGMU | 141,385 | $3,829 | 12/31/2023 |
| Wealthcare Advisory Partners LLC | 120,262 | $3,248 | 03/31/2024 |
| CGMU | 120,262 | $3,248 | 03/31/2024 |
| New England Capital Financial Advisors LLC | 110,421 | $2,990 | 12/31/2023 |
| CGMU | 110,421 | $2,990 | 12/31/2023 |
| Royal Bank of Canada | 103,252 | $2,796 | 12/31/2023 |
| CGMU | 103,252 | $2,796 | 12/31/2023 |
| Pensionmark Financial Group LLC | 103,024 | $2,790 | 12/31/2023 |
| CGMU | 103,024 | $2,790 | 12/31/2023 |
| Raymond James & Associates | 100,007 | $2,701 | 03/31/2024 |
| CGMU | 100,007 | $2,701 | 03/31/2024 |
| Signet Financial Management LLC | 91,061 | $2,460 | 03/31/2024 |
| CGMU | 91,061 | $2,460 | 03/31/2024 |
| Benjamin F. Edwards & Company Inc. | 89,189 | $2,409 | 03/31/2024 |
| CGMU | 89,189 | $2,409 | 03/31/2024 |
| Landmark Wealth Management LLC | 80,153 | $2,165 | 03/31/2024 |
| CGMU | 80,153 | $2,165 | 03/31/2024 |
| Crumly & Associates Inc. | 77,672 | $2,103 | 12/31/2023 |
| CGMU | 77,672 | $2,103 | 12/31/2023 |
| U.S. Capital Wealth Advisors LLC | 67,548 | $1,829 | 12/31/2023 |
| CGMU | 67,548 | $1,829 | 12/31/2023 |
| Inspire Advisors LLC | 66,257 | $1,794 | 12/31/2023 |
| CGMU | 66,257 | $1,794 | 12/31/2023 |
| NavPoint Financial Inc. | 60,330 | $1,634 | 12/31/2023 |
| CGMU | 60,330 | $1,634 | 12/31/2023 |
| Boothbay Fund Management LLC | 60,000 | $1,625 | 12/31/2023 |
| CGMU | 60,000 | $1,625 | 12/31/2023 |
| McGlone Suttner Wealth Management Inc. | 58,425 | $1,578 | 03/31/2024 |
| CGMU | 58,425 | $1,578 | 03/31/2024 |
| Atria Investments LLC | 58,108 | $1,574 | 12/31/2023 |
| CGMU | 58,108 | $1,574 | 12/31/2023 |
| Kestra Advisory Services LLC | 56,402 | $1,527 | 12/31/2023 |
| CGMU | 56,402 | $1,527 | 12/31/2023 |
| Cerity Partners LLC | 53,166 | $1,440 | 12/31/2023 |
| CGMU | 53,166 | $1,440 | 12/31/2023 |
| Bare Financial Services Inc | 50,218 | $1,360 | 12/31/2023 |
| CGMU | 50,218 | $1,360 | 12/31/2023 |
| Mutual Advisors LLC | 48,491 | $1,313 | 12/31/2023 |
| CGMU | 48,491 | $1,313 | 12/31/2023 |
| Johnson Bixby & Associates LLC | 40,207 | $1,086 | 03/31/2024 |
| CGMU | 40,207 | $1,086 | 03/31/2024 |
| Raymond James Financial Services Advisors Inc. | 39,490 | $1,067 | 03/31/2024 |
| CGMU | 39,490 | $1,067 | 03/31/2024 |
| Ashton Thomas Private Wealth LLC | 37,461 | $1,012 | 03/31/2024 |
| CGMU | 37,461 | $1,012 | 03/31/2024 |
| Souders Financial Advisors | 37,189 | $1,007 | 12/31/2023 |
| CGMU | 37,189 | $1,007 | 12/31/2023 |
| Royal Harbor Partners LLC | 35,611 | $964 | 12/31/2023 |
| CGMU | 35,611 | $964 | 12/31/2023 |
| Madison Wealth Partners Inc | 33,747 | $912 | 03/31/2024 |
| CGMU | 33,747 | $912 | 03/31/2024 |
| Belpointe Asset Management LLC | 29,400 | $796 | 12/31/2023 |
| CGMU | 29,400 | $796 | 12/31/2023 |
| Wintrust Investments LLC | 28,030 | $759 | 12/31/2023 |
| CGMU | 28,030 | $759 | 12/31/2023 |
| LongView Wealth Management | 27,600 | $745 | 03/31/2024 |
| CGMU | 27,600 | $745 | 03/31/2024 |
| Atria Wealth Solutions Inc. | 27,054 | $733 | 12/31/2023 |
| CGMU | 27,054 | $733 | 12/31/2023 |
| Baird Financial Group Inc. | 26,200 | $709 | 12/31/2023 |
| CGMU | 26,200 | $709 | 12/31/2023 |
| Tempus Wealth Planning LLC | 25,888 | $699 | 03/31/2024 |
| CGMU | 25,888 | $699 | 03/31/2024 |
| Comerica Bank | 24,050 | $651 | 12/31/2023 |
| CGMU | 24,050 | $651 | 12/31/2023 |
| Wetherby Asset Management Inc. | 23,300 | $631 | 12/31/2023 |
| CGMU | 23,300 | $631 | 12/31/2023 |
| Armstrong Fleming & Moore Inc | 19,985 | $540 | 03/31/2024 |
| CGMU | 19,985 | $540 | 03/31/2024 |
| Harbour Investments Inc. | 19,791 | $536 | 12/31/2023 |
| CGMU | 19,791 | $536 | 12/31/2023 |
| Private Trust Co. NA | 18,507 | $500 | 03/31/2024 |
| CGMU | 18,507 | $500 | 03/31/2024 |
| IFG Advisory LLC | 17,305 | $469 | 12/31/2023 |
| CGMU | 17,305 | $469 | 12/31/2023 |
| Janney Montgomery Scott LLC | 16,924 | $458 | 12/31/2023 |
| CGMU | 16,924 | $458 | 12/31/2023 |
| Aspire Wealth Management Corp | 16,293 | $440 | 03/31/2024 |
| CGMU | 16,293 | $440 | 03/31/2024 |
| Midwest Heritage Bank FSB | 14,612 | $395 | 03/31/2024 |
| CGMU | 14,612 | $395 | 03/31/2024 |
| Intergy Private Wealth LLC | 14,339 | $387 | 03/31/2024 |
| CGMU | 14,339 | $387 | 03/31/2024 |
| Koshinski Asset Management Inc. | 14,191 | $384 | 12/31/2023 |
| CGMU | 14,191 | $384 | 12/31/2023 |
| Bill Few Associates Inc. | 13,674 | $369 | 03/31/2024 |
| CGMU | 13,674 | $369 | 03/31/2024 |
| Ascent Group LLC | 13,189 | $357 | 12/31/2023 |
| CGMU | 13,189 | $357 | 12/31/2023 |
| TrueWealth Advisors LLC | 12,958 | $350 | 03/31/2024 |
| CGMU | 12,958 | $350 | 03/31/2024 |
| Northwest Financial Advisors | 11,925 | $323 | 12/31/2023 |
| CGMU | 11,925 | $323 | 12/31/2023 |
| AdvisorNet Financial Inc | 11,796 | $319 | 03/31/2024 |
| CGMU | 11,796 | $319 | 03/31/2024 |
| American Financial Advisors LLC | 10,516 | $284 | 03/31/2024 |
| CGMU | 10,516 | $284 | 03/31/2024 |
| Principal Securities Inc. | 10,150 | $275 | 12/31/2023 |
| CGMU | 10,150 | $275 | 12/31/2023 |
| First Heartland Consultants Inc. | 10,002 | $271 | 12/31/2023 |
| CGMU | 10,002 | $271 | 12/31/2023 |
| Ballew Advisors Inc | 9,540 | $255 | 03/31/2024 |
| CGMU | 9,540 | $255 | 03/31/2024 |
| Proequities Inc. | 9,144 | $249 | 12/31/2023 |
| CGMU | 9,144 | $249 | 12/31/2023 |
| Skyline Advisors Inc. | 9,000 | $243 | 03/31/2024 |
| CGMU | 9,000 | $243 | 03/31/2024 |
| Ausdal Financial Partners Inc. | 8,500 | $230 | 03/31/2024 |
| CGMU | 8,500 | $230 | 03/31/2024 |
| Wiley BROS. Aintree Capital LLC | 8,237 | $222 | 03/31/2024 |
| CGMU | 8,237 | $222 | 03/31/2024 |
| Nations Financial Group Inc. IA ADV | 8,050 | $217 | 03/31/2024 |
| CGMU | 8,050 | $217 | 03/31/2024 |
| Flagship Harbor Advisors LLC | 8,030 | $217 | 03/31/2024 |
| CGMU | 8,030 | $217 | 03/31/2024 |
| D.A. Davidson & CO. | 7,716 | $209 | 12/31/2023 |
| CGMU | 7,716 | $209 | 12/31/2023 |
| Garrett Investment Advisors LLC | 7,566 | $204 | 03/31/2024 |
| CGMU | 7,566 | $204 | 03/31/2024 |
| IFP Advisors Inc | 6,566 | $178 | 12/31/2023 |
| CGMU | 6,566 | $178 | 12/31/2023 |
| Sunbelt Securities Inc. | 6,358 | $172 | 03/31/2024 |
| CGMU | 6,358 | $172 | 03/31/2024 |
| ST Germain D J Co. Inc. | 6,200 | $167 | 03/31/2024 |
| CGMU | 6,200 | $167 | 03/31/2024 |
| Milestone Investment Advisors LLC | 4,741 | $128 | 12/31/2023 |
| CGMU | 4,741 | $128 | 12/31/2023 |
| Global Retirement Partners LLC | 3,780 | $102 | 03/31/2024 |
| CGMU | 3,780 | $102 | 03/31/2024 |
| Steward Partners Investment Advisory LLC | 2,303 | $62 | 12/31/2023 |
| CGMU | 2,303 | $62 | 12/31/2023 |
| ICA Group Wealth Management LLC | 1,170 | $32 | 12/31/2023 |
| CGMU | 1,170 | $32 | 12/31/2023 |
| FNY Investment Advisers LLC | 50 | $1 | 12/31/2023 |
| CGMU | 50 | $1 | 12/31/2023 |
See Summary: Institutional Holders of CGMU
See Details: Top 10 Hedge Funds Holding CGMU
Also See: CGMU Holdings Changes
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