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Overview
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Business Summary
Filings
Ownership
Valuation
Ownership — CGBD
Institutional Holdings
Insider Transactions
US Institutional Ownership
38.4%
Institution
Shares
Value
Ownership %
Change
Filing Date
Creative Planning
3.09M
$32.0M
4.46%
-145.1K
2026-06-30
MORGAN STANLEY
2.80M
$29.0M
4.05%
+164.3K
2026-06-30
VAN ECK ASSOCIATES CORP
1.75M
$18.0M
2.53%
+436.4K
2026-06-30
UBS Group AG
1.40M
$14.0M
2.02%
+158.6K
2026-06-30
CHOREO, LLC
1.36M
$14.0M
1.97%
-27.0K
2026-06-30
Invesco Ltd.
1.18M
$12.0M
1.71%
-125.9K
2026-06-30
Lalia Capital, LLC
927.3K
$9.0M
1.34%
--
2026-06-30
Russell Investments Group, Ltd.
870.5K
$9.0M
1.26%
+283.3K
2026-06-30
Muzinich & Co., Inc.
741.3K
$7.0M
1.07%
+3.5K
2026-06-30
North Ground Capital
616.0K
$6.0M
0.89%
+228.5K
2026-06-30
Legal & General Group Plc
577.6K
$6.0M
0.84%
+26.0K
2026-06-30
Mariner, LLC
563.2K
$5.0M
0.81%
+14.7K
2026-06-30
CITADEL ADVISORS LLC
524.2K
$5.0M
0.76%
+478.5K
2026-06-30
Sumitomo Mitsui Trust Group, Inc.
519.7K
$5.0M
0.75%
--
2026-06-30
Diameter Capital Partners LP
508.4K
$5.0M
0.74%
--
2026-06-30
ARES MANAGEMENT LLC
472.2K
$4.0M
0.68%
+232.2K
2026-06-30
Arax Advisory Partners
465.6K
$4.0M
0.67%
+275.3K
2026-06-30
TWO SIGMA INVESTMENTS, LP
448.8K
$4.0M
0.65%
--
2026-06-30
Rockefeller Capital Management L.P.
444.5K
$4.0M
0.64%
-3.1K
2026-06-30
LSV ASSET MANAGEMENT
352.1K
$3.0M
0.51%
--
2026-06-30
NOVARE CAPITAL MANAGEMENT LLC
287.4K
$3.0M
0.42%
+36.0K
2026-06-30
BANK OF AMERICA CORP /DE/
280.4K
$2.0M
0.41%
+29.5K
2026-06-30
BlackRock, Inc.
276.9K
$2.0M
0.40%
-6.6K
2026-06-30
TORONTO DOMINION BANK
263.3K
$2.0M
0.38%
-186.7K
2026-06-30
WCG Wealth Advisors LLC
229.5K
$2.0M
0.33%
+42.8K
2026-06-30
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