Two RDS Shared Tr (CGV): which funds own it
A 13F shows the portfolio at quarter-end and is filed up to 45 days later: these are not real-time positions and they may have changed.
Sections with a free account
No concentrated manager holds it.
Quarter flow (concentrated managers)
Concentrated managers holding it
None in the latest quarter.
Largest holders of CGV (all 13F filers)
- Wealth Enhancement Advisory Services2.0 MWealth adviser+193 K
- Focus Partners Wealth844 KWealth adviser+56 K
- Cetera Investment Advisers614 KWealth adviser+16 K
- Waddell & Associates402 KType not verified+2,178
- Mariner298 KWealth adviser+2,957
- Truist Financial292 KBank or trading desk+172 K
- Envestnet Asset Management279 KWealth adviser+172 K
- Brightwater Advisory242 KType not verified−3,472
- LPL Financial156 KWealth adviser+11 K
- Commonwealth Equity Services57 KWealth adviser−12 K
- Shares
- 2.0 M
- Change
- +193 K
See more
- Type
- Wealth adviser
- Value
- $31.0M
- Shares
- 844 K
- Change
- +56 K
See more
- Type
- Wealth adviser
- Value
- $13.1M
- Shares
- 614 K
- Change
- +16 K
See more
- Type
- Wealth adviser
- Value
- $9.5M
- Shares
- 402 K
- Change
- +2,178
See more
- Type
- Type not verified
- Value
- $6.2M
- Shares
- 298 K
- Change
- +2,957
See more
- Type
- Wealth adviser
- Value
- $4.6M
- Shares
- 292 K
- Change
- +172 K
See more
- Type
- Bank or trading desk
- Value
- $4.5M
- Shares
- 279 K
- Change
- +172 K
See more
- Type
- Wealth adviser
- Value
- $4.3M
- Brightwater Advisory
- Shares
- 242 K
- Change
- −3,472
See more
- Type
- Type not verified
- Value
- $3.8M
- Shares
- 156 K
- Change
- +11 K
See more
- Type
- Wealth adviser
- Value
- $2.4M
- Shares
- 57 K
- Change
- −12 K
See more
- Type
- Wealth adviser
- Value
- $883K
The 10 13F filers with the most shares as of Jun 30, 2026, whatever their type (index firms usually come first). “Change”: shares added or cut versus the previous quarter, split-adjusted; “no data” = there is no comparable portfolio for the previous quarter (no filing, or a filing with its holdings under confidential treatment). “% of the company” only where shares outstanding are up to date. Entities of the same group file separately and some 13F filings include other managers: there may be double counting. With a free account: the top 25, the largest buyers and the largest sellers.
Insiders (Form 4)
Open-market purchases, excluding 10b5-1 plans. Officers and directors only; joint filers of the same purchase count as one. 10% owners with no role are shown separately. 0 = nobody bought; “no data” = we do not have its Form 4 filings.
Each of the company's Form 4 filings, on EDGAR ↗Latest trades, with date and filing →
Above 5% (13D/13G)
Disclosed stakes, with their amendments. A filing is not always a purchase: there are also reductions and changes of filing entity.
This list may be incomplete: we hold 13D and 13G filings made since Dec 23, 2024. A holder above 5% that has not filed anything since then is not shown here.
- Truist Financial1.5%(fell below 5%)13G · amendmentfiling ↗Event: Mar 31, 2026 · filed: Apr 20, 2026
- Truist Financial6.2%13G · amendmentfiling ↗Event: Dec 31, 2025 · filed: Jan 20, 2026
- Truist Financial8.5%13G · amendmentfiling ↗Event: Mar 31, 2025 · filed: Apr 25, 2025
Above 5% over time (13D/13G)
Each holder with its filings in order. History since December 2024.
This company filed no 8-K forms in the last year. Foreign companies listed in the US (ADRs) report material events on forms 6-K and 20-F, and ETFs and funds do not file 8-Ks. If it is a foreign company listed in the US through ADRs (American Depositary Receipts), what trades are bank-issued certificates that represent shares from its home market. See its filings on EDGAR ↗