Who Owns CGV?
Conductor Global Equity Value ETF — Institutional Ownership & 13F Holdings
$16.30
-0.06 (-0.34%)
Market Cap
$138.4M
Shares Outstanding
7,642,665
Institutional Holders
14
Total Inst. Value
$72.3M
% of Float Held
—
QoQ Holder Change
+4
Institutional data as of Q1 2025
New Positions
1
Closed Positions
6
Increased
5
Decreased
8
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $39.5M | 3,163,875 |
| 2 | TRUIST FINANCIAL CORP | $8.8M | 707,563 |
| 3 | Focus Partners Wealth | $8.8M | 706,088 |
| 4 | Cetera Investment Advisers | $6.1M | 491,263 |
| 5 | WADDELL & ASSOCIATES, LLC | $5.1M | 404,873 |
| 6 | Brightwater Advisory LLC | $2.5M | 201,278 |
| 7 | COMMONWEALTH EQUITY SERVICES, LLC | $592K | 47,400 |
| 8 | JANE STREET GROUP, LLC | $338K | 27,086 |
| 9 | COMERICA BANK | $285K | 22,823 |
| 10 | THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.New | $82K | 6,590 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| TRUIST FINANCIAL CORP | +253K | $8.8M |
| Focus Partners Wealth | +101K | $8.8M |
| WADDELL & ASSOCIATES, LLC | +48K | $5.1M |
| Brightwater Advisory LLC | +11K | $2.5M |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.New | +7K | $82K |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| JANE STREET GROUP, LLC | -67K | $338K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | -43K | $39.5M |
| Cetera Investment Advisers | -28K | $6.1M |
| COMERICA BANK | -7K | $285K |
| LPL Financial LLC | -5K | $1K |
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Frequently Asked Questions
How many institutional investors hold CGV?
As of Q1 2025, 14 institutional investors report holding CGV (Conductor Global Equity Value ETF) in their 13F filings.
Which hedge fund owns the most CGV?
The largest institutional holder of CGV is WEALTH ENHANCEMENT ADVISORY SERVICES, LLC with $39.5M in shares.
Are institutions buying or selling CGV?
This quarter, 1 institutions opened new positions in CGV and 6 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.