CGV Institutional Ownership & Shareholders
CONDUCTOR GLOBAL EQ VAL ETF (CGV) is currently held by 16 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $86.68M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Wealth Enhancement Advisory Services, Llc is currently the largest disclosed institutional shareholder of CGV tracked by InsiderSet, reporting ownership valued at approximately $34.78M in its September 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $34.42M, representing an estimated loss of -1.05% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 98% of the total disclosed CGV value among the investors covered in this analysis. Major shareholders include Wealth Enhancement Advisory Services, Llc, Focus Partners Wealth, Cetera Investment Advisers, and several other long-term asset managers with concentrated positions in CONDUCTOR GLOBAL EQ VAL ETF (CGV).
This page ranks the largest institutional CGV shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
16
Total Reported Value
$86.68M
Largest Holder
Wealth Enhancement Advisory Services, Llc
Largest Position
$34.78M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
19
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Wealth Enhancement Advisory Services, Llc | 0.05% | 2,206,705 | $34,783,185 | $34,417,978 | -$365,207 | -1.05% | |
| Focus Partners Wealth | 0.01% | 843,694 | $13,102,913 | $13,159,095 | +$56,182 | +0.43% | |
| Cetera Investment Advisers | 0.01% | 614,452 | $9,542,555 | $9,583,608 | +$41,053 | +0.43% | |
| Waddell & Associates, Llc | 0.31% | 401,712 | $6,238,665 | $6,265,502 | +$26,837 | +0.43% | |
| Truist Financial Corp | 0.01% | 350,540 | $5,488,409 | $5,467,372 | -$21,037 | -0.38% | |
| Mariner, Llc | 0.00% | 297,945 | $4,627,152 | $4,647,048 | +$19,896 | +0.43% | |
| Envestnet Asset Management Inc | 0.00% | 278,866 | $4,330,845 | $4,349,473 | +$18,628 | +0.43% | |
| Brightwater Advisory Llc | 2.38% | 242,109 | $3,760,001 | $3,776,174 | +$16,173 | +0.43% | |
| Lpl Financial Llc | 0.00% | 155,578 | $2,416,164 | $2,426,550 | +$10,386 | +0.43% | |
| Commonwealth Equity Services, Llc | 0.00% | 54,233 | $849,120 | $845,872 | -$3,248 | -0.38% | |
| Cary Street Partners Financial Llc | 0.01% | 44,122 | $685,231 | $688,171 | +$2,940 | +0.43% | |
| Quantinno Capital Management Lp | 0.00% | 20,113 | $312,359 | $313,702 | +$1,343 | +0.43% | |
| Citadel Advisors Llc | 0.00% | 17,433 | $270,738 | $271,903 | +$1,165 | +0.43% | |
| Mbl Wealth, Llc | 0.01% | 14,254 | $223,175 | $222,320 | -$855 | -0.38% | |
| Fifth Third Bancorp | 0.00% | 1,011 | $15,701 | $15,769 | +$68 | +0.43% | |
| Ubs Group Ag | 0.00% | 81 | $1,258 | $1,263 | +$5 | +0.43% |
Frequently asked questions about CGV
Who are the largest institutional holders of CGV?
The largest institutional holders of CGV reported in the latest SEC Form 13F filings include Wealth Enhancement Advisory Services, Llc, Focus Partners Wealth, Cetera Investment Advisers, Waddell & Associates, Llc, and Truist Financial Corp. InsiderSet ranks institutional holders by their latest reported CGV position.
What is CGV institutional ownership?
This page tracks CGV positions reported by institutional investment managers through SEC Form 13F. CONDUCTOR GLOBAL EQ VAL ETF (CGV) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own CGV?
InsiderSet currently tracks 16 institutional managers reporting CGV holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of CGV shareholders.
How much CGV stock do institutions own?
Institutional investment managers disclosed approximately $86.68M in CGV holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was CGV institutional ownership last updated?
The latest CGV institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional CGV holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its CGV position after the reporting date.
Are institutions buying or selling CGV?
Institutional buying and selling can be analyzed by comparing CGV positions across consecutive 13F reporting periods. InsiderSet's CGV Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View CGV ownership changes.
How has CGV institutional ownership changed over time?
InsiderSet tracks CGV institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.