Who owns CGV?
Conductor Global Equity Value ETF
17 institutions reported holding CGV, worth $81.8M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of CGV
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Wealth Enhancement Advisory Services, LLC | Plymouth, MN | $31.0M | 2,010,845 | +192,539 shares |
| Focus Partners Wealth | St Louis, MO | $13.1M | 843,694 | +55,979 shares |
| Cetera Investment Advisers | Schaumburg, IL | $9.5M | 614,452 | +15,785 shares |
| Waddell & Associates, LLC | Memphis, TN | $6.2M | 401,712 | +2,178 shares |
| Mariner, LLC | Overland Park, KS | $4.6M | 297,945 | +2,957 shares |
| Truist Financial Corp. | Charlotte, NC | $4.5M | 292,340 | +172,337 shares |
| Envestnet Asset Management Inc. | Berwyn, PA | $4.3M | 278,866 | +171,873 shares |
| Brightwater Advisory LLC | Tampa, FL | $3.8M | 242,109 | −3,472 shares |
| LPL Financial LLC | Fort Mill, SC | $2.4M | 155,578 | +11,116 shares |
| Commonwealth Equity Services, LLC | Waltham, MA | $883K | 56,845 | −11,708 shares |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns CGV?
17 institutional managers reported holding CGV in Form 13F filings for June 30, 2026, worth $81.8M in total. The largest reported position was held by Wealth Enhancement Advisory Services, LLC, at $31.0M.
Did institutions buy or sell CGV last quarter?
Reported 13F value rose 13.7% from March 31, 2026, which includes price moves as well as buying and selling. 6 firms reported a new position and 1 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is CGV ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.