On this page, we present all of the funds holding CGSD from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding CGSD, with a link to that fund's top holdings. The next columns indicate the amount of CGSD stock held by each of the funds holding CGSD, followed by the CGSD position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 71 funds holding CGSD within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by McIlrath & Eck LLC. For more details on the positions held by McIlrath & Eck LLC (or by any of the other funds holding CGSD), click the fund name in the "Holder" column of the funds-holding-CGSD table below.
Holder | Amount | Position Size ($ in 1000's) | As of |
---|---|---|---|
McIlrath & Eck LLC | 1,334,216 | $33,956 | 12/31/2023 |
CGSD | 1,334,216 | $33,956 | 12/31/2023 |
Commonwealth Equity Services LLC | 1,259,146 | $31,976 | 03/31/2024 |
CGSD | 1,259,146 | $31,976 | 03/31/2024 |
Cetera Advisor Networks LLC | 584,699 | $14,881 | 12/31/2023 |
CGSD | 584,699 | $14,881 | 12/31/2023 |
LPL Financial LLC | 529,589 | $13,478 | 12/31/2023 |
CGSD | 529,589 | $13,478 | 12/31/2023 |
Advisor Group Holdings Inc. | 507,181 | $12,908 | 12/31/2023 |
CGSD | 507,181 | $12,908 | 12/31/2023 |
Lincoln National Corp | 422,307 | $10,748 | 12/31/2023 |
CGSD | 422,307 | $10,748 | 12/31/2023 |
Bridgewealth Advisory Group LLC | 408,949 | $10,385 | 03/31/2024 |
CGSD | 408,949 | $10,385 | 03/31/2024 |
Jane Street Group LLC | 329,478 | $8,385 | 12/31/2023 |
CGSD | 329,478 | $8,385 | 12/31/2023 |
Envestnet Asset Management Inc. | 251,968 | $6,413 | 12/31/2023 |
CGSD | 251,968 | $6,413 | 12/31/2023 |
UBS Group AG | 237,242 | $6,038 | 12/31/2023 |
CGSD | 237,242 | $6,038 | 12/31/2023 |
Souders Financial Advisors | 205,485 | $5,230 | 12/31/2023 |
CGSD | 205,485 | $5,230 | 12/31/2023 |
New England Capital Financial Advisors LLC | 198,246 | $5,045 | 12/31/2023 |
CGSD | 198,246 | $5,045 | 12/31/2023 |
Capital Group Private Client Services Inc. | 172,722 | $4,396 | 12/31/2023 |
CGSD | 172,722 | $4,396 | 12/31/2023 |
Cetera Advisors LLC | 157,705 | $4,014 | 12/31/2023 |
CGSD | 157,705 | $4,014 | 12/31/2023 |
Cetera Investment Advisers | 153,736 | $3,913 | 12/31/2023 |
CGSD | 153,736 | $3,913 | 12/31/2023 |
Cambridge Investment Research Advisors Inc. | 140,943 | $3,579 | 03/31/2024 |
CGSD | 140,943 | $3,579 | 03/31/2024 |
Benjamin F. Edwards & Company Inc. | 121,897 | $3,096 | 03/31/2024 |
CGSD | 121,897 | $3,096 | 03/31/2024 |
Capital International Investors | 120,000 | $3,054 | 12/31/2023 |
CGSD | 120,000 | $3,054 | 12/31/2023 |
BlackDiamond Wealth Management Inc. | 116,289 | $2,960 | 12/31/2023 |
CGSD | 116,289 | $2,960 | 12/31/2023 |
International Assets Investment Management LLC | 111,881 | $2,837 | 03/31/2024 |
CGSD | 111,881 | $2,837 | 03/31/2024 |
SOL Capital Management CO | 111,392 | $2,829 | 03/31/2024 |
CGSD | 111,392 | $2,829 | 03/31/2024 |
MML Investors Services LLC | 104,334 | $2,655 | 12/31/2023 |
CGSD | 104,334 | $2,655 | 12/31/2023 |
Stifel Financial Corp | 102,182 | $2,600 | 12/31/2023 |
CGSD | 102,182 | $2,600 | 12/31/2023 |
Lodestone Wealth Management LLC | 95,476 | $2,430 | 12/31/2023 |
CGSD | 95,476 | $2,430 | 12/31/2023 |
Atria Wealth Solutions Inc. | 82,390 | $2,097 | 12/31/2023 |
CGSD | 82,390 | $2,097 | 12/31/2023 |
Financial Management Network Inc. | 74,958 | $1,907 | 03/31/2024 |
CGSD | 74,958 | $1,907 | 03/31/2024 |
Avantax Advisory Services Inc. | 67,788 | $1,725 | 12/31/2023 |
CGSD | 67,788 | $1,725 | 12/31/2023 |
Raymond James Financial Services Advisors Inc. | 64,342 | $1,634 | 03/31/2024 |
CGSD | 64,342 | $1,634 | 03/31/2024 |
Inspire Advisors LLC | 57,554 | $1,465 | 12/31/2023 |
CGSD | 57,554 | $1,465 | 12/31/2023 |
Royal Bank of Canada | 56,515 | $1,438 | 12/31/2023 |
CGSD | 56,515 | $1,438 | 12/31/2023 |
Kestra Advisory Services LLC | 54,920 | $1,398 | 12/31/2023 |
CGSD | 54,920 | $1,398 | 12/31/2023 |
DeDora Capital Inc. | 54,882 | $1,394 | 03/31/2024 |
CGSD | 54,882 | $1,394 | 03/31/2024 |
Bay Colony Advisory Group Inc d b a Bay Colony Advisors | 52,488 | $1,336 | 12/31/2023 |
CGSD | 52,488 | $1,336 | 12/31/2023 |
Mariner LLC | 44,734 | $1,138 | 12/31/2023 |
CGSD | 44,734 | $1,138 | 12/31/2023 |
WNY Asset Management LLC | 39,365 | $1,002 | 12/31/2023 |
CGSD | 39,365 | $1,002 | 12/31/2023 |
Harbour Investments Inc. | 39,227 | $998 | 12/31/2023 |
CGSD | 39,227 | $998 | 12/31/2023 |
Simplicity Wealth LLC | 37,119 | $943 | 03/31/2024 |
CGSD | 37,119 | $943 | 03/31/2024 |
Sawtooth Solutions LLC | 36,336 | $925 | 12/31/2023 |
CGSD | 36,336 | $925 | 12/31/2023 |
Bleakley Financial Group LLC | 36,336 | $925 | 12/31/2023 |
CGSD | 36,336 | $925 | 12/31/2023 |
OLD Mission Capital LLC | 34,815 | $886 | 12/31/2023 |
CGSD | 34,815 | $886 | 12/31/2023 |
Mutual Advisors LLC | 30,082 | $766 | 12/31/2023 |
CGSD | 30,082 | $766 | 12/31/2023 |
Aptus Capital Advisors LLC | 29,450 | $750 | 12/31/2023 |
CGSD | 29,450 | $750 | 12/31/2023 |
Guardian Wealth Advisors LLC NC | 29,450 | $750 | 12/31/2023 |
CGSD | 29,450 | $750 | 12/31/2023 |
Private Advisor Group LLC | 21,148 | $538 | 12/31/2023 |
CGSD | 21,148 | $538 | 12/31/2023 |
NBC Securities Inc. | 20,286 | $515 | 03/31/2024 |
CGSD | 20,286 | $515 | 03/31/2024 |
Wealth Enhancement Advisory Services LLC | 17,136 | $435 | 03/31/2024 |
CGSD | 17,136 | $435 | 03/31/2024 |
Janney Montgomery Scott LLC | 14,681 | $374 | 12/31/2023 |
CGSD | 14,681 | $374 | 12/31/2023 |
DAVENPORT & Co LLC | 13,727 | $349 | 12/31/2023 |
CGSD | 13,727 | $349 | 12/31/2023 |
Sowell Financial Services LLC | 13,647 | $349 | 12/31/2023 |
CGSD | 13,647 | $349 | 12/31/2023 |
HRT Financial LP | 12,941 | $329 | 12/31/2023 |
CGSD | 12,941 | $329 | 12/31/2023 |
Garrett Investment Advisors LLC | 12,817 | $325 | 03/31/2024 |
CGSD | 12,817 | $325 | 03/31/2024 |
Trilogy Capital Inc. | 11,090 | $282 | 03/31/2024 |
CGSD | 11,090 | $282 | 03/31/2024 |
Allworth Financial LP | 11,078 | $281 | 03/31/2024 |
CGSD | 11,078 | $281 | 03/31/2024 |
Western Wealth Management LLC | 10,761 | $274 | 12/31/2023 |
CGSD | 10,761 | $274 | 12/31/2023 |
Burford Brothers Inc. | 10,693 | $272 | 12/31/2023 |
CGSD | 10,693 | $272 | 12/31/2023 |
ST Germain D J Co. Inc. | 10,225 | $260 | 03/31/2024 |
CGSD | 10,225 | $260 | 03/31/2024 |
Moloney Securities Asset Management LLC | 10,000 | $254 | 12/31/2023 |
CGSD | 10,000 | $254 | 12/31/2023 |
Northwestern Mutual Wealth Management Co. | 9,655 | $246 | 12/31/2023 |
CGSD | 9,655 | $246 | 12/31/2023 |
Daymark Wealth Partners LLC | 9,104 | $231 | 03/31/2024 |
CGSD | 9,104 | $231 | 03/31/2024 |
SageView Advisory Group LLC | 8,861 | $227 | 12/31/2023 |
CGSD | 8,861 | $227 | 12/31/2023 |
Oppenheimer & Co. Inc. | 8,700 | $221 | 12/31/2023 |
CGSD | 8,700 | $221 | 12/31/2023 |
Principal Securities Inc. | 8,300 | $211 | 12/31/2023 |
CGSD | 8,300 | $211 | 12/31/2023 |
Wetherby Asset Management Inc. | 7,950 | $202 | 12/31/2023 |
CGSD | 7,950 | $202 | 12/31/2023 |
Proequities Inc. | 6,725 | $172 | 12/31/2023 |
CGSD | 6,725 | $172 | 12/31/2023 |
Tradition Wealth Management LLC | 4,000 | $102 | 12/31/2023 |
CGSD | 4,000 | $102 | 12/31/2023 |
Morgan Stanley | 1,782 | $45 | 12/31/2023 |
CGSD | 1,782 | $45 | 12/31/2023 |
Advisory Services Network LLC | 1,500 | $38 | 12/31/2023 |
CGSD | 1,500 | $38 | 12/31/2023 |
Wells Fargo & Company MN | 1,161 | $30 | 12/31/2023 |
CGSD | 1,161 | $30 | 12/31/2023 |
Private Trust Co. NA | 1,000 | $25 | 03/31/2024 |
CGSD | 1,000 | $25 | 03/31/2024 |
Signature Resources Capital Management LLC | 873 | $22 | 03/31/2024 |
CGSD | 873 | $22 | 03/31/2024 |
IFP Advisors Inc | 818 | $21 | 12/31/2023 |
CGSD | 818 | $21 | 12/31/2023 |
JPMorgan Chase & Co. | 0 | $0 | 12/31/2023 |
CGSD | 0 | $0 | 12/31/2023 |
See Summary: Institutional Holders of CGSD
See Details: Top 10 Hedge Funds Holding CGSD
Also See: CGSD Holdings Changes
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