Institutional shares held 206 Million
0 calls
0 puts
Total value of holdings $4.66B
$0 calls
$0 puts
# of Institutions 296


Latest Institutional Activity in CGCP

Top Purchases

Q4 2025
Valmark Advisers, Inc. Shares Held: 1.05M ($23.7M)
Q4 2025
Stewardship Concepts Financial Services LLC Shares Held: 151K ($3.41M)
Q4 2025
Wealthcare Advisory Partners LLC Shares Held: 660K ($15M)
Q4 2025
Farther Finance Advisors, LLC Shares Held: 218K ($4.95M)
Q4 2025
Main Line Retirement Advisors, LLC Shares Held: 835K ($18.9M)

Top Sells

Q4 2025
Johnson Bixby & Associates, LLC Shares Held: 883K ($20M)
Q4 2025
Adamsbrown Wealth Consultants LLC Shares Held: 429K ($9.71M)
Q4 2025
Dynamic Advisor Solutions LLC Shares Held: 85.1K ($1.93M)
Q4 2025
Aa Financial Advisors, LLC Shares Held: 811K ($18.4M)
Q4 2025
Pfg Advisors Shares Held: 48K ($1.09M)

About CGCP

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