CGV Institutional Ownership
Conductor Global Equity Value ETF
1W: -1.1%
1M: -3.5%
3M: -0.2%
YTD: +5.7%
1Y: +9.0%
3Y: +37.9%
$15.69
+0.13 (+0.86%)
Weekly Expected Move ±1.3%
$15
$15
$16
$16
$16
Overview
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Institutional Ownership — CGV
18
Institutional Holders
+4 vs prior quarter
0.0%
Ownership
+0.00pp
82M
Total Invested
6
New Positions
9
Increased
3
Reduced
1
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (19 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | WEALTH ENHANCEMENT ADVISORY SERVICES, | 2,010,845 | $32M | +192,539 | +10.6% | 12Q | SEC ↗ |
| 2 | Focus Partners Wealth | 843,694 | $13M | +55,979 | +7.1% | 9Q | SEC ↗ |
| 3 | Cetera Investment Advisers | 614,452 | $10M | +15,785 | +2.6% | 10Q | SEC ↗ |
| 4 | WADDELL & ASSOCIATES, LLC | 401,712 | $6M | +2,178 | +0.5% | 16Q | SEC ↗ |
| 5 | Mariner, LLC | 297,945 | $5M | +2,957 | +1.0% | 7Q | SEC ↗ |
| 6 | TRUIST FINANCIAL CORP | 292,340 | $5M | +172,337 | +143.6% | 8Q | SEC ↗ |
| 7 | ENVESTNET ASSET MANAGEMENT INC | 278,866 | $4M | +171,873 | +160.6% | 8Q | SEC ↗ |
| 8 | Brightwater Advisory LLC | 242,109 | $4M | -3,472 | -1.4% | 9Q | SEC ↗ |
| 9 | LPL Financial LLC | 155,578 | $2M | +11,116 | +7.7% | 16Q | SEC ↗ |
| 10 | COMMONWEALTH EQUITY SERVICES, LLC | 56,845 | $892K | -11,708 | -17.1% | 16Q | SEC ↗ |
| 11 | CARY STREET PARTNERS FINANCIAL LLC | 44,122 | $692K | +2,413 | +5.8% | 3Q | SEC ↗ |
| 12 | Quantinno Capital Management LP NEW | 20,113 | $316K | — | +0.0% | 1Q | SEC ↗ |
| 13 | CITADEL ADVISORS LLC NEW | 17,433 | $274K | — | +0.0% | 1Q | SEC ↗ |
| 14 | MATHER GROUP, LLC. NEW | 4,046 | $63K | — | +0.0% | 1Q | SEC ↗ |
| 15 | Farther Finance Advisors, LLC NEW | 3,255 | $51K | — | +0.0% | 1Q | SEC ↗ |
| 16 | FIFTH THIRD BANCORP NEW | 1,011 | $16K | — | +0.0% | 1Q | SEC ↗ |
| 17 | UBS Group AG NEW | 81 | $1K | — | +0.0% | 1Q | SEC ↗ |
| 18 | JANE STREET GROUP, LLC | 0 | $0K | -13,882 | -100.0% | 1Q | SEC ↗ |
| 19 | Thompson David Blair | 0 | $0K | -22,272 | -100.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (6)
| Holder | Shares | Value |
|---|---|---|
| Quantinno Capital Management LP | 20,113 | $316K |
| CITADEL ADVISORS LLC | 17,433 | $274K |
| MATHER GROUP, LLC. | 4,046 | $63K |
| Farther Finance Advisors, LLC | 3,255 | $51K |
| FIFTH THIRD BANCORP | 1,011 | $16K |
| UBS Group AG | 81 | $1K |
Sold Out (2)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Thompson David Blair | 22,272 | $350K |
| JANE STREET GROUP, LLC | 13,882 | $218K |
Biggest Increases (9)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| WEALTH ENHANCEMENT ADVISORY SERVICE | +192,539 | +10.6% | 2,010,845 |
| TRUIST FINANCIAL CORP | +172,337 | +143.6% | 292,340 |
| ENVESTNET ASSET MANAGEMENT INC | +171,873 | +160.6% | 278,866 |
| Focus Partners Wealth | +55,979 | +7.1% | 843,694 |
| Cetera Investment Advisers | +15,785 | +2.6% | 614,452 |
| LPL Financial LLC | +11,116 | +7.7% | 155,578 |
| Mariner, LLC | +2,957 | +1.0% | 297,945 |
| CARY STREET PARTNERS FINANCIAL LLC | +2,413 | +5.8% | 44,122 |
| WADDELL & ASSOCIATES, LLC | +2,178 | +0.5% | 401,712 |
Biggest Decreases (2)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| COMMONWEALTH EQUITY SERVICES, LLC | -11,708 | -17.1% | 56,845 |
| Brightwater Advisory LLC | -3,472 | -1.4% | 242,109 |