Who Owns Conductor Global Equity Value ETF (CGV)?Hedge Fund & Institutional Holders
Institutional Holders
12
as of Q4 2025
Total Institutional Value
$4.84221000075477e+36T
% of Float Held
—
QoQ Change in Holders
+6 / -2
Price History
CGV — Biggest New Institutional Buyers This Quarter
| Fund | Action | Shares Added | Value Added |
|---|---|---|---|
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | New Position | +3.2M | +$48.4M |
| TRUIST FINANCIAL CORP | New Position | +512K | +$7.5M |
| ENVESTNET ASSET MANAGEMENT INC | New Position | +517K | +$7.0M |
| COMMONWEALTH EQUITY SERVICES, LLC | New Position | +72K | +$1.0M |
| CARY STREET PARTNERS FINANCIAL LLC | New Position | +25K | +$372K |
| UBS Group AG | New Position | +49 | +$0 |
| LPL Financial LLC | Increased | +13K | +$-1.9B |
| Brightwater Advisory LLC | Increased | +7K | +$-3.3B |
| Mariner, LLC | Increased | +5K | +$-4.2B |
| WADDELL & ASSOCIATES, LLC | Increased | +2K | +$-5.9B |
| Cetera Investment Advisers | Increased | +10K | +$-7.8B |
| Focus Partners Wealth | Increased | +7K | +$-10.8B |
CGV — Institutions Reducing or Closing Positions
| Fund | Action | Shares Sold | Value Sold |
|---|---|---|---|
| CITADEL ADVISORS LLC | Closed Position | -29K | -$427.1M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Closed Position | -12K | -$176.3M |
Top Institutional Holders(Q4 2025)
| # | Fund | Shares | Value | % of Portfolio | Type |
|---|---|---|---|---|---|
| 1 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 3,202,544 | $48.4M | 0.07% | Share |
| 2 | Focus Partners Wealth | 744,592 | $10.0M | 0.01% | Share |
| 3 | TRUIST FINANCIAL CORP | 512,411 | $7.5M | 0.01% | Share |
| 4 | ENVESTNET ASSET MANAGEMENT INC | 517,461 | $7.0M | 0.00% | Share |
| 5 | Cetera Investment Advisers | 540,874 | $7.0M | 0.01% | Share |
| 6 | WADDELL & ASSOCIATES, LLC | 404,304 | $5.0M | 0.34% | Share |
| 7 | Mariner, LLC | 294,403 | $4.0M | 0.00% | Share |
| 8 | Brightwater Advisory LLC | 232,121 | $3.4M | 2.31% | Share |
| 9 | LPL Financial LLC | 142,055 | $2.0M | 0.00% | Share |
| 10 | COMMONWEALTH EQUITY SERVICES, LLC | 72,373 | $1.0M | 0.00% | Share |
| 11 | CARY STREET PARTNERS FINANCIAL LLC | 25,294 | $372K | 0.01% | Share |
| 12 | UBS Group AG | 49 | $0 | 0.00% | Share |
CGV Institutional Ownership History
| Quarter | Holders | Total Value | Change |
|---|---|---|---|
| Q4 2025 | 12 | $95.8M | +4 |
| Q3 2025 | 8 | $34.6B | -6 |
| Q2 2025 | 14 | $95.5B | +0 |
| Q1 2025 | 14 | $85.1B | -5 |
| Q4 2024 | 19 | $35.6B | +5 |
| Q3 2024 | 14 | $8.2T | +4 |
| Q2 2024 | 10 | $5.3T | +0 |
| Q1 2024 | 10 | $3.2T | — |
Similar Stocks by Institutional Ownership
As of Q4 2025, 12 institutional investors hold CGV (Conductor Global Equity Value ETF). The largest holder is WEALTH ENHANCEMENT ADVISORY SERVICES, LLC with $48.4M in shares. This quarter, 6 institutions opened new positions and 2 closed their positions.
Frequently Asked Questions
How many hedge funds own CGV?
As of Q4 2025, 12 institutional investors report holding CGV (Conductor Global Equity Value ETF) in their 13F filings.
Who is the largest institutional holder of CGV?
The largest institutional holder of CGV is WEALTH ENHANCEMENT ADVISORY SERVICES, LLC with $48.4M in shares.
Is institutional ownership of CGV increasing or decreasing?
This quarter, 6 institutions opened new positions in CGV and 2 closed their positions.