There is a long list of 195 institutional holders of CGXU within the last two holding periods in our database of 13F filers, so we've sorted through to present to you just the top 50 institutional holders of CGXU by largest to smallest position reported in the institutional investor's latest 13F filing. In the institutional-holders-of-CGXU table below, the initial column indicates the name of each top institutional holder of CGXU, with a link to that fund's top holdings. The next columns indicate the amount of CGXU stock held by each of the institutional holders of CGXU, followed by the CGXU position size held by the institution, and finally the date of the quarterly 13F filing period the holdings data represents for that institution.

Holder	Amount	Position Size ($ in 1000's)	As of
Captrust Financial Advisors	7,238,326	$172,779	12/31/2023
CGXU	7,238,326	$172,779	12/31/2023
Northwestern Mutual Wealth Management Co.	4,885,820	$116,625	12/31/2023
CGXU	4,885,820	$116,625	12/31/2023
UBS Group AG	3,531,320	$84,293	12/31/2023
CGXU	3,531,320	$84,293	12/31/2023
Wells Fargo & Company MN	3,051,757	$72,845	12/31/2023
CGXU	3,051,757	$72,845	12/31/2023
Royal Bank of Canada	2,769,090	$66,098	12/31/2023
CGXU	2,769,090	$66,098	12/31/2023
Capital Group Private Client Services Inc.	2,759,586	$65,871	12/31/2023
CGXU	2,759,586	$65,871	12/31/2023
Raymond James Financial Services Advisors Inc.	2,430,569	$62,660	03/31/2024
CGXU	2,430,569	$62,660	03/31/2024
Commonwealth Equity Services LLC	2,063,092	$53,187	03/31/2024
CGXU	2,063,092	$53,187	03/31/2024
Raymond James & Associates	1,651,533	$42,577	03/31/2024
CGXU	1,651,533	$42,577	03/31/2024
LPL Financial LLC	1,592,358	$38,010	12/31/2023
CGXU	1,592,358	$38,010	12/31/2023
Eclectic Associates Inc. ADV	1,192,033	$30,731	03/31/2024
CGXU	1,192,033	$30,731	03/31/2024
Consolidated Planning Corp	1,156,932	$29,826	03/31/2024
CGXU	1,156,932	$29,826	03/31/2024
Advisor Group Holdings Inc.	1,151,083	$27,475	12/31/2023
CGXU	1,151,083	$27,475	12/31/2023
Stifel Financial Corp	1,099,800	$26,252	12/31/2023
CGXU	1,099,800	$26,252	12/31/2023
Confluence Wealth Services Inc.	1,016,304	$26,200	03/31/2024
CGXU	1,016,304	$26,200	03/31/2024
Janney Montgomery Scott LLC	923,154	$23,799	03/31/2024
CGXU	923,154	$23,799	03/31/2024
SOL Capital Management CO	906,671	$23,374	03/31/2024
CGXU	906,671	$23,374	03/31/2024
Inspirion Wealth Advisors LLC	817,262	$21,069	03/31/2024
CGXU	817,262	$21,069	03/31/2024
Envestnet Asset Management Inc.	847,373	$20,227	12/31/2023
CGXU	847,373	$20,227	12/31/2023
MML Investors Services LLC	811,592	$19,373	12/31/2023
CGXU	811,592	$19,373	12/31/2023
Kestra Advisory Services LLC	745,585	$17,797	12/31/2023
CGXU	745,585	$17,797	12/31/2023
Cambridge Investment Research Advisors Inc.	687,794	$17,731	03/31/2024
CGXU	687,794	$17,731	03/31/2024
Private Advisor Group LLC	635,080	$16,372	03/31/2024
CGXU	635,080	$16,372	03/31/2024
Sterling Investment Counsel LLC	617,386	$15,916	03/31/2024
CGXU	617,386	$15,916	03/31/2024
Cetera Advisor Networks LLC	661,601	$15,792	12/31/2023
CGXU	661,601	$15,792	12/31/2023
Armstrong Fleming & Moore Inc	590,982	$15,236	03/31/2024
CGXU	590,982	$15,236	03/31/2024
McGlone Suttner Wealth Management Inc.	584,651	$15,072	03/31/2024
CGXU	584,651	$15,072	03/31/2024
Simplicity Wealth LLC	569,511	$14,682	03/31/2024
CGXU	569,511	$14,682	03/31/2024
DeDora Capital Inc.	557,412	$14,370	03/31/2024
CGXU	557,412	$14,370	03/31/2024
Royal Harbor Partners LLC	556,376	$14,343	03/31/2024
CGXU	556,376	$14,343	03/31/2024
Baird Financial Group Inc.	574,167	$13,705	12/31/2023
CGXU	574,167	$13,705	12/31/2023
HighTower Advisors LLC	531,600	$13,695	03/31/2024
CGXU	531,600	$13,695	03/31/2024
Bleakley Financial Group LLC	553,002	$13,200	12/31/2023
CGXU	553,002	$13,200	12/31/2023
Sawtooth Solutions LLC	552,732	$13,194	12/31/2023
CGXU	552,732	$13,194	12/31/2023
Cerity Partners LLC	550,590	$13,143	12/31/2023
CGXU	550,590	$13,143	12/31/2023
Main Line Retirement Advisors LLC	484,659	$12,495	03/31/2024
CGXU	484,659	$12,495	03/31/2024
Cahill Financial Advisors Inc.	459,948	$10,979	12/31/2023
CGXU	459,948	$10,979	12/31/2023
Souders Financial Advisors	442,808	$10,570	12/31/2023
CGXU	442,808	$10,570	12/31/2023
Financial Management Network Inc.	401,601	$10,249	03/31/2024
CGXU	401,601	$10,249	03/31/2024
CI Private Wealth LLC	412,951	$9,857	12/31/2023
CGXU	412,951	$9,857	12/31/2023
Bank of America Corp DE	373,924	$8,926	12/31/2023
CGXU	373,924	$8,926	12/31/2023
Jane Street Group LLC	373,693	$8,920	12/31/2023
CGXU	373,693	$8,920	12/31/2023
AdvisorNet Financial Inc	337,024	$8,688	03/31/2024
CGXU	337,024	$8,688	03/31/2024
Lincoln National Corp	324,341	$8,362	03/31/2024
CGXU	324,341	$8,362	03/31/2024
Lantz Financial LLC	295,785	$7,625	03/31/2024
CGXU	295,785	$7,625	03/31/2024
Axxcess Wealth Management LLC	314,693	$7,512	12/31/2023
CGXU	314,693	$7,512	12/31/2023
D.A. Davidson & CO.	305,165	$7,284	12/31/2023
CGXU	305,165	$7,284	12/31/2023
Daymark Wealth Partners LLC	274,841	$7,085	03/31/2024
CGXU	274,841	$7,085	03/31/2024
Wintrust Investments LLC	295,376	$7,051	12/31/2023
CGXU	295,376	$7,051	12/31/2023
Wiley BROS. Aintree Capital LLC	273,073	$7,017	03/31/2024
CGXU	273,073	$7,017	03/31/2024

See All: Funds Holding CGXU
See Details: Top 10 Hedge Funds Holding CGXU
Also See: CGXU Holdings Changes

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