HoldingsChannel.com



Funds Holding CGXU

On this page, we present all of the funds holding CGXU from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding CGXU, with a link to that fund's top holdings. The next columns indicate the amount of CGXU stock held by each of the funds holding CGXU, followed by the CGXU position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 192 funds holding CGXU within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Captrust Financial Advisors. For more details on the positions held by Captrust Financial Advisors (or by any of the other funds holding CGXU), click the fund name in the "Holder" column of the funds-holding-CGXU table below.

HolderAmountPosition Size
($ in 1000's)		 As of
Captrust Financial Advisors7,238,326$172,779 12/31/2023
     CGXU7,238,326$172,779 12/31/2023
Northwestern Mutual Wealth Management Co.4,885,820$116,625 12/31/2023
     CGXU4,885,820$116,625 12/31/2023
UBS Group AG3,531,320$84,293 12/31/2023
     CGXU3,531,320$84,293 12/31/2023
Wells Fargo & Company MN3,051,757$72,845 12/31/2023
     CGXU3,051,757$72,845 12/31/2023
Royal Bank of Canada2,769,090$66,098 12/31/2023
     CGXU2,769,090$66,098 12/31/2023
Capital Group Private Client Services Inc.2,759,586$65,871 12/31/2023
     CGXU2,759,586$65,871 12/31/2023
Raymond James Financial Services Advisors Inc.2,430,569$62,660 03/31/2024
     CGXU2,430,569$62,660 03/31/2024
Commonwealth Equity Services LLC1,909,969$45,591 12/31/2023
     CGXU1,909,969$45,591 12/31/2023
Raymond James & Associates1,651,533$42,577 03/31/2024
     CGXU1,651,533$42,577 03/31/2024
LPL Financial LLC1,592,358$38,010 12/31/2023
     CGXU1,592,358$38,010 12/31/2023
Eclectic Associates Inc. ADV1,192,033$30,731 03/31/2024
     CGXU1,192,033$30,731 03/31/2024
Advisor Group Holdings Inc.1,151,083$27,475 12/31/2023
     CGXU1,151,083$27,475 12/31/2023
Consolidated Planning Corp1,125,157$26,857 12/31/2023
     CGXU1,125,157$26,857 12/31/2023
Stifel Financial Corp1,099,800$26,252 12/31/2023
     CGXU1,099,800$26,252 12/31/2023
Confluence Wealth Services Inc.1,016,304$26,200 03/31/2024
     CGXU1,016,304$26,200 03/31/2024
SOL Capital Management CO906,671$23,374 03/31/2024
     CGXU906,671$23,374 03/31/2024
Janney Montgomery Scott LLC900,074$21,485 12/31/2023
     CGXU900,074$21,485 12/31/2023
Inspirion Wealth Advisors LLC817,262$21,069 03/31/2024
     CGXU817,262$21,069 03/31/2024
Envestnet Asset Management Inc.847,373$20,227 12/31/2023
     CGXU847,373$20,227 12/31/2023
MML Investors Services LLC811,592$19,373 12/31/2023
     CGXU811,592$19,373 12/31/2023
Kestra Advisory Services LLC745,585$17,797 12/31/2023
     CGXU745,585$17,797 12/31/2023
Cambridge Investment Research Advisors Inc.687,794$17,731 03/31/2024
     CGXU687,794$17,731 03/31/2024
Royal Harbor Partners LLC717,298$17,122 12/31/2023
     CGXU717,298$17,122 12/31/2023
Sterling Investment Counsel LLC617,386$15,916 03/31/2024
     CGXU617,386$15,916 03/31/2024
Cetera Advisor Networks LLC661,601$15,792 12/31/2023
     CGXU661,601$15,792 12/31/2023
Armstrong Fleming & Moore Inc590,982$15,236 03/31/2024
     CGXU590,982$15,236 03/31/2024
McGlone Suttner Wealth Management Inc.584,651$15,072 03/31/2024
     CGXU584,651$15,072 03/31/2024
Simplicity Wealth LLC569,511$14,682 03/31/2024
     CGXU569,511$14,682 03/31/2024
Private Advisor Group LLC603,126$14,397 12/31/2023
     CGXU603,126$14,397 12/31/2023
DeDora Capital Inc.557,412$14,370 03/31/2024
     CGXU557,412$14,370 03/31/2024
Baird Financial Group Inc.574,167$13,705 12/31/2023
     CGXU574,167$13,705 12/31/2023
Bleakley Financial Group LLC553,002$13,200 12/31/2023
     CGXU553,002$13,200 12/31/2023
Sawtooth Solutions LLC552,732$13,194 12/31/2023
     CGXU552,732$13,194 12/31/2023
Cerity Partners LLC550,590$13,143 12/31/2023
     CGXU550,590$13,143 12/31/2023
HighTower Advisors LLC525,618$12,549 12/31/2023
     CGXU525,618$12,549 12/31/2023
Main Line Retirement Advisors LLC484,659$12,495 03/31/2024
     CGXU484,659$12,495 03/31/2024
Cahill Financial Advisors Inc.459,948$10,979 12/31/2023
     CGXU459,948$10,979 12/31/2023
Souders Financial Advisors442,808$10,570 12/31/2023
     CGXU442,808$10,570 12/31/2023
Financial Management Network Inc.401,601$10,249 03/31/2024
     CGXU401,601$10,249 03/31/2024
CI Private Wealth LLC412,951$9,857 12/31/2023
     CGXU412,951$9,857 12/31/2023
Bank of America Corp DE373,924$8,926 12/31/2023
     CGXU373,924$8,926 12/31/2023
Jane Street Group LLC373,693$8,920 12/31/2023
     CGXU373,693$8,920 12/31/2023
AdvisorNet Financial Inc337,024$8,688 03/31/2024
     CGXU337,024$8,688 03/31/2024
Lantz Financial LLC295,785$7,625 03/31/2024
     CGXU295,785$7,625 03/31/2024
Axxcess Wealth Management LLC314,693$7,512 12/31/2023
     CGXU314,693$7,512 12/31/2023
D.A. Davidson & CO.305,165$7,284 12/31/2023
     CGXU305,165$7,284 12/31/2023
Daymark Wealth Partners LLC274,841$7,085 03/31/2024
     CGXU274,841$7,085 03/31/2024
Wintrust Investments LLC295,376$7,051 12/31/2023
     CGXU295,376$7,051 12/31/2023
Wiley BROS. Aintree Capital LLC273,073$7,017 03/31/2024
     CGXU273,073$7,017 03/31/2024
Wealth Enhancement Advisory Services LLC267,687$6,901 03/31/2024
     CGXU267,687$6,901 03/31/2024
Lincoln National Corp283,393$6,765 12/31/2023
     CGXU283,393$6,765 12/31/2023
Vawter Financial Ltd.252,358$6,024 12/31/2023
     CGXU252,358$6,024 12/31/2023
Atria Wealth Solutions Inc.198,315$4,735 12/31/2023
     CGXU198,315$4,735 12/31/2023
Bare Financial Services Inc184,636$4,407 12/31/2023
     CGXU184,636$4,407 12/31/2023
Bridgewealth Advisory Group LLC168,628$4,347 03/31/2024
     CGXU168,628$4,347 03/31/2024
TKG Advisors LLC178,418$4,259 12/31/2023
     CGXU178,418$4,259 12/31/2023
Riverview Capital Advisers LLC177,389$4,234 12/31/2023
     CGXU177,389$4,234 12/31/2023
G&S Capital LLC164,132$4,231 03/31/2024
     CGXU164,132$4,231 03/31/2024
GWM Advisors LLC175,976$4,189 12/31/2023
     CGXU175,976$4,189 12/31/2023
Wealthcare Advisory Partners LLC161,559$4,165 03/31/2024
     CGXU161,559$4,165 03/31/2024
Procyon Private Wealth Partners LLC160,601$4,140 03/31/2024
     CGXU160,601$4,140 03/31/2024
JPMorgan Chase & Co.160,549$3,832 12/31/2023
     CGXU160,549$3,832 12/31/2023
Brown Miller Wealth Management LLC143,137$3,690 03/31/2024
     CGXU143,137$3,690 03/31/2024
Signet Financial Management LLC128,446$3,311 03/31/2024
     CGXU128,446$3,311 03/31/2024
Worth Financial Advisory Group LLC120,540$2,877 12/31/2023
     CGXU120,540$2,877 12/31/2023
Delta Financial Group Inc.116,158$2,773 12/31/2023
     CGXU116,158$2,773 12/31/2023
Investmark Advisory Group LLC94,158$2,248 12/31/2023
     CGXU94,158$2,248 12/31/2023
Lodestone Wealth Management LLC93,862$2,240 12/31/2023
     CGXU93,862$2,240 12/31/2023
Advisory Services Network LLC86,921$2,075 12/31/2023
     CGXU86,921$2,075 12/31/2023
Ambassador Advisors LLC83,788$2,009 12/31/2023
     CGXU83,788$2,009 12/31/2023
Raymond James Trust N.A.76,384$1,969 03/31/2024
     CGXU76,384$1,969 03/31/2024
Valmark Advisers Inc.80,735$1,927 12/31/2023
     CGXU80,735$1,927 12/31/2023
LongView Wealth Management74,063$1,909 03/31/2024
     CGXU74,063$1,909 03/31/2024
NBC Securities Inc.71,375$1,841 03/31/2024
     CGXU71,375$1,841 03/31/2024
Capital Planning LLC70,014$1,805 03/31/2024
     CGXU70,014$1,805 03/31/2024
Aptus Capital Advisors LLC72,710$1,736 12/31/2023
     CGXU72,710$1,736 12/31/2023
Cedar Brook Financial Partners LLC65,032$1,677 03/31/2024
     CGXU65,032$1,677 03/31/2024
Steward Partners Investment Advisory LLC63,385$1,513 12/31/2023
     CGXU63,385$1,513 12/31/2023
Bill Few Associates Inc.58,406$1,506 03/31/2024
     CGXU58,406$1,506 03/31/2024
Avantax Advisory Services Inc.60,840$1,452 12/31/2023
     CGXU60,840$1,452 12/31/2023
Oppenheimer & Co. Inc.60,324$1,440 12/31/2023
     CGXU60,324$1,440 12/31/2023
Olistico Wealth LLC55,057$1,419 03/31/2024
     CGXU55,057$1,419 03/31/2024
Carnegie Capital Asset Management LLC56,246$1,343 12/31/2023
     CGXU56,246$1,343 12/31/2023
Rehmann Capital Advisory Group52,182$1,246 12/31/2023
     CGXU52,182$1,246 12/31/2023
CENTRAL TRUST Co48,072$1,239 03/31/2024
     CGXU48,072$1,239 03/31/2024
Advisor OS LLC50,586$1,207 12/31/2023
     CGXU50,586$1,207 12/31/2023
CWM LLC46,651$1,203 03/31/2024
     CGXU46,651$1,203 03/31/2024
Signature Wealth Management Group47,026$1,168 03/31/2024
     CGXU47,026$1,168 03/31/2024
Burford Brothers Inc.48,362$1,154 12/31/2023
     CGXU48,362$1,154 12/31/2023
Total Clarity Wealth Management Inc.43,222$1,114 03/31/2024
     CGXU43,222$1,114 03/31/2024
Cornell Pochily Investment Advisors Inc.43,188$1,113 03/31/2024
     CGXU43,188$1,113 03/31/2024
Cyndeo Wealth Partners LLC40,881$1,054 03/31/2024
     CGXU40,881$1,054 03/31/2024
Benjamin F. Edwards & Company Inc.44,112$1,053 12/31/2023
     CGXU44,112$1,053 12/31/2023
Continuum Advisory LLC41,561$992 12/31/2023
     CGXU41,561$992 12/31/2023
Capital International Investors40,000$955 12/31/2023
     CGXU40,000$955 12/31/2023
Rockefeller Capital Management L.P.39,763$949 12/31/2023
     CGXU39,763$949 12/31/2023
Round Rock Advisors LLC35,434$913 03/31/2024
     CGXU35,434$913 03/31/2024
Main Street Financial Solutions LLC34,961$901 03/31/2024
     CGXU34,961$901 03/31/2024
Cornerstone Wealth Management LLC34,855$899 03/31/2024
     CGXU34,855$899 03/31/2024
Mercer Global Advisors Inc. ADV37,263$889 12/31/2023
     CGXU37,263$889 12/31/2023
Cetera Investment Advisers37,070$885 12/31/2023
     CGXU37,070$885 12/31/2023
Spire Wealth Management33,193$856 03/31/2024
     CGXU33,193$856 03/31/2024
Capital Analysts LLC35,405$845 12/31/2023
     CGXU35,405$845 12/31/2023
TD Waterhouse Canada Inc.34,991$819 12/31/2023
     CGXU34,991$819 12/31/2023
Lincoln Capital LLC31,665$816 03/31/2024
     CGXU31,665$816 03/31/2024
J Arnold Wealth Management Co32,540$777 12/31/2023
     CGXU32,540$777 12/31/2023
Carolinas Wealth Consulting LLC32,420$775 12/31/2023
     CGXU32,420$775 12/31/2023
Sittner & Nelson LLC32,369$773 12/31/2023
     CGXU32,369$773 12/31/2023
Cary Street Partners Investment Advisory LLC32,294$771 12/31/2023
     CGXU32,294$771 12/31/2023
Trueblood Wealth Management LLC29,419$758 03/31/2024
     CGXU29,419$758 03/31/2024
Merit Financial Group LLC31,620$755 12/31/2023
     CGXU31,620$755 12/31/2023
Glaxis Capital Management LLC30,000$716 12/31/2023
     CGXU30,000$716 12/31/2023
RSM US Wealth Management LLC28,186$673 12/31/2023
     CGXU28,186$673 12/31/2023
180 Wealth Advisors LLC24,530$632 03/31/2024
     CGXU24,530$632 03/31/2024
Colonial River Wealth Management LLC25,934$619 12/31/2023
     CGXU25,934$619 12/31/2023
Parkside Financial Bank & Trust25,893$618 12/31/2023
     CGXU25,893$618 12/31/2023
Natixis Advisors L.P.23,615$609 03/31/2024
     CGXU23,615$609 03/31/2024
Advance Capital Management Inc.23,554$607 03/31/2024
     CGXU23,554$607 03/31/2024
Cetera Advisors LLC25,311$604 12/31/2023
     CGXU25,311$604 12/31/2023
National Wealth Management Group LLC23,735$567 12/31/2023
     CGXU23,735$567 12/31/2023
Barnes Pettey Financial Advisors LLC22,794$544 12/31/2023
     CGXU22,794$544 12/31/2023
Clear Creek Financial Management LLC20,751$535 03/31/2024
     CGXU20,751$535 03/31/2024
Nations Financial Group Inc. IA ADV20,548$530 03/31/2024
     CGXU20,548$530 03/31/2024
Citadel Advisors LLC22,005$525 12/31/2023
     CGXU22,005$525 12/31/2023
Essex Financial Services Inc.19,640$506 03/31/2024
     CGXU19,640$506 03/31/2024
tru Independence LLC19,505$503 03/31/2024
     CGXU19,505$503 03/31/2024
Ameritas Advisory Services LLC20,816$499 12/31/2023
     CGXU20,816$499 12/31/2023
Kerntke Otto McGlone Wealth Management Group20,081$479 12/31/2023
     CGXU20,081$479 12/31/2023
Harbour Investments Inc.19,933$476 12/31/2023
     CGXU19,933$476 12/31/2023
Roof Eidam & Maycock ADV19,590$468 12/31/2023
     CGXU19,590$468 12/31/2023
International Assets Investment Management LLC18,130$466 03/31/2024
     CGXU18,130$466 03/31/2024
Avaii Wealth Management LLC19,345$462 12/31/2023
     CGXU19,345$462 12/31/2023
Eagle Rock Investment Company LLC17,623$454 03/31/2024
     CGXU17,623$454 03/31/2024
DAVENPORT & Co LLC18,834$450 12/31/2023
     CGXU18,834$450 12/31/2023
Bond & Devick Financial Network Inc.17,273$445 03/31/2024
     CGXU17,273$445 03/31/2024
Stonebrook Private Inc.18,655$445 12/31/2023
     CGXU18,655$445 12/31/2023
Sigma Planning Corp18,378$439 12/31/2023
     CGXU18,378$439 12/31/2023
Tradition Wealth Management LLC17,411$416 12/31/2023
     CGXU17,411$416 12/31/2023
Woodmont Investment Counsel LLC15,752$406 03/31/2024
     CGXU15,752$406 03/31/2024
Walkner Condon Financial Advisors LLC15,475$399 03/31/2024
     CGXU15,475$399 03/31/2024
Banque Pictet & Cie SA16,318$390 12/31/2023
     CGXU16,318$390 12/31/2023
Lodestar Private Asset Management LLC14,563$375 03/31/2024
     CGXU14,563$375 03/31/2024
Swisher Financial Concepts Inc.14,489$371 03/31/2024
     CGXU14,489$371 03/31/2024
First National Corp MA ADV15,196$363 03/31/2024
     CGXU15,196$363 03/31/2024
Triangle Securities Wealth Management14,074$363 03/31/2024
     CGXU14,074$363 03/31/2024
Belpointe Asset Management LLC15,060$359 12/31/2023
     CGXU15,060$359 12/31/2023
Opal Wealth Advisors LLC13,302$343 03/31/2024
     CGXU13,302$343 03/31/2024
Morgan Stanley13,100$313 12/31/2023
     CGXU13,100$313 12/31/2023
Koshinski Asset Management Inc.12,980$310 12/31/2023
     CGXU12,980$310 12/31/2023
CapWealth Advisors LLC12,878$307 12/31/2023
     CGXU12,878$307 12/31/2023
CWS Financial Advisors LLC12,621$301 12/31/2023
     CGXU12,621$301 12/31/2023
Rather & Kittrell Inc.11,374$293 03/31/2024
     CGXU11,374$293 03/31/2024
Mariner LLC11,868$283 12/31/2023
     CGXU11,868$283 12/31/2023
Good Life Advisors LLC11,548$276 12/31/2023
     CGXU11,548$276 12/31/2023
Tocqueville Asset Management L.P.11,337$271 12/31/2023
     CGXU11,337$271 12/31/2023
Millennium Management LLC11,235$268 12/31/2023
     CGXU11,235$268 12/31/2023
Octavia Wealth Advisors LLC10,258$264 03/31/2024
     CGXU10,258$264 03/31/2024
Echo Wealth Management LLC10,185$263 03/31/2024
     CGXU10,185$263 03/31/2024
Equitable Holdings Inc.10,287$246 12/31/2023
     CGXU10,287$246 12/31/2023
Jones Financial Companies Lllp10,045$240 12/31/2023
     CGXU10,045$240 12/31/2023
Ashton Thomas Private Wealth LLC8,874$229 03/31/2024
     CGXU8,874$229 03/31/2024
Concentric Wealth Management LLC9,500$227 12/31/2023
     CGXU9,500$227 12/31/2023
Grey Street Capital LLC9,000$215 12/31/2023
     CGXU9,000$215 12/31/2023
Proequities Inc.7,715$184 12/31/2023
     CGXU7,715$184 12/31/2023
Qube Research & Technologies Ltd7,550$180 12/31/2023
     CGXU7,550$180 12/31/2023
Colonial Trust Co SC7,219$172 12/31/2023
     CGXU7,219$172 12/31/2023
Financial Perspectives Inc6,268$162 03/31/2024
     CGXU6,268$162 03/31/2024
Comerica Bank6,767$162 12/31/2023
     CGXU6,767$162 12/31/2023
Principal Securities Inc.5,883$140 12/31/2023
     CGXU5,883$140 12/31/2023
Crewe Advisors LLC5,089$121 12/31/2023
     CGXU5,089$121 12/31/2023
Allworth Financial LP4,641$120 03/31/2024
     CGXU4,641$120 03/31/2024
Northwest Financial Advisors4,800$115 12/31/2023
     CGXU4,800$115 12/31/2023
ST Germain D J Co. Inc.4,299$111 03/31/2024
     CGXU4,299$111 03/31/2024
EverSource Wealth Advisors LLC4,473$107 12/31/2023
     CGXU4,473$107 12/31/2023
Key Financial Inc4,047$97 12/31/2023
     CGXU4,047$97 12/31/2023
Private Trust Co. NA3,645$94 03/31/2024
     CGXU3,645$94 03/31/2024
National Bank of Canada FI3,597$85 12/31/2023
     CGXU3,597$85 12/31/2023
Signature Resources Capital Management LLC3,441$82 03/31/2024
     CGXU3,441$82 03/31/2024
CarsonAllaria Wealth Management Ltd.2,882$69 12/31/2023
     CGXU2,882$69 12/31/2023
Mather Group LLC.2,760$66 03/31/2024
     CGXU2,760$66 03/31/2024
Pinnacle Bank2,540$65 03/31/2024
     CGXU2,540$65 03/31/2024
Clear Investment Research LLC2,196$52 12/31/2023
     CGXU2,196$52 12/31/2023
Larson Financial Group LLC2,150$51 12/31/2023
     CGXU2,150$51 12/31/2023
Cassady Schiller Wealth Management LLC2,053$49 12/31/2023
     CGXU2,053$49 12/31/2023
ICA Group Wealth Management LLC1,767$42 12/31/2023
     CGXU1,767$42 12/31/2023
Winch Advisory Services LLC894$21 12/31/2023
     CGXU894$21 12/31/2023
Huntington National Bank505$12 12/31/2023
     CGXU505$12 12/31/2023
Global Retirement Partners LLC420$11 03/31/2024
     CGXU420$11 03/31/2024
Creative Financial Designs Inc. ADV459$11 12/31/2023
     CGXU459$11 12/31/2023
IAG Wealth Partners LLC329$8 03/31/2024
     CGXU329$8 03/31/2024
Whittier Trust Co. of Nevada Inc.229$5 12/31/2023
     CGXU229$5 12/31/2023
Tucker Asset Management LLC160$4 12/31/2023
     CGXU160$4 12/31/2023
Transcendent Capital Group LLC85$2 03/31/2024
     CGXU85$2 03/31/2024

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

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