CONDUCTOR GLOBAL EQ VAL ETF (CGV) Institutional Ownership Changes & 13F Activity

CONDUCTOR GLOBAL EQ VAL ETF (CGV). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q4 2025). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Wealth Enhancement Advisory Services, Llc, Focus Partners Wealth, Cetera Investment Advisers, Envestnet Asset Management Inc, and Truist Financial Corp.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Cetera Investment AdvisersBuy+540,874—540,874$7.97MQ4 2025Feb 17, 2026
Focus Partners WealthBuy+744,592—744,592$10.97MQ4 2025Feb 13, 2026
Mariner, LlcBuy+294,403—294,403$4.34MQ4 2025Feb 13, 2026
Brightwater Advisory LlcBuy+232,121—232,121$3.42MQ4 2025Feb 12, 2026
Commonwealth Equity Services, LlcBuy+72,373—72,373$1.07MQ4 2025Feb 12, 2026
Waddell & Associates, LlcBuy+404,304—404,304$5.96MQ4 2025Feb 11, 2026
Lpl Financial LlcBuy+142,055—142,055$2.09MQ4 2025Feb 11, 2026
Envestnet Asset Management IncBuy+517,461—517,461$7.62MQ4 2025Feb 10, 2026
Cary Street Partners Financial LlcBuy+25,294—25,294$372.58KQ4 2025Feb 09, 2026
Truist Financial CorpBuy+512,411—512,411$7.55MQ4 2025Feb 02, 2026
Ubs Group AgBuy+49—49$722.00Q4 2025Jan 29, 2026
Wealth Enhancement Advisory Services, LlcBuy+3,202,544—3,202,544$48.42MQ4 2025Jan 08, 2026
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Frequently asked questions about CGV activity

  • Which institutional owners are buying CGV?

    Institutional owners buying CGV include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in CGV activity?

    "Buy" means an investor increased their reported position in CGV compared to the prior reporting period. This reflects growing exposure to CONDUCTOR GLOBAL EQ VAL ETF (CGV) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in CGV increasing?

    Institutional interest in CGV can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.

CGV Institutional Ownership Changes and 13F Activity Q4 2025 | InsiderSet