Stock
CGXU
| Ownership Count: | 336 |
| Ownership Count: | 336 |
| Manager Name | % of Portfolio | Recent Activity | Share | Value |
|---|---|---|---|---|
| CAPTRUST FINANCIAL ADVISORS | 0.69% |
Added 4.25%
|
9,575,089 | $236,217,000.0 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 0.14% |
Added 11.59%
|
6,727,695 | $165,972,000.0 |
| UBS Group AG | 0.04% |
Added 8.00%
|
4,644,400 | $114,577,000.0 |
| RAYMOND JAMES FINANCIAL INC | 0.04% |
No Change
|
4,364,619 | $107,675,000.0 |
| WELLS FARGO & COMPANY/MN | 0.04% |
Added 24.36%
|
3,884,393 | $95,827,000.0 |
| LPL Financial LLC | 0.04% |
Added 63.96%
|
3,866,749 | $95,392,000.0 |
| Royal Bank of Canada | 0.04% |
Added 1.39%
|
3,484,727 | $85,968,000.0 |
| Cerity Partners LLC | 0.19% |
Added 1.82%
|
3,427,830 | $84,583,000.0 |
| Capital Group Private Client Services, Inc. | 0.78% |
Added 4.06%
|
3,265,219 | $80,552,000.0 |
| COMMONWEALTH EQUITY SERVICES, LLC | 0.12% |
Added 6.77%
|
3,192,323 | $78,755,000.0 |
| Raymond James Financial Services Advisors, Inc. | 0.09% |
No Change
|
2,536,734 | $68,415,000.0 |
| MORGAN STANLEY | 0.01% |
Reduced 16.11%
|
2,349,013 | $63,352,000.0 |
| RAYMOND JAMES & ASSOCIATES | 0.04% |
Added 11.51%
|
2,169,378 | $58,508,000.0 |
| Confluence Wealth Services, Inc. | 2.57% |
Added 18.24%
|
1,457,547 | $37,692,000.0 |
| INSPIRION WEALTH ADVISORS, LLC | 5.04% |
Added 5.34%
|
1,437,352 | $35,962,000.0 |