Who owns Conductor Global Equity Value ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of CGV from SEC Form 13F filings across 17 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 17 institutions disclosed 5.3M shares of Conductor Global Equity Value ETF worth $81.8M — about 63% of shares outstanding; the largest disclosed holder is WEALTH ENHANCEMENT ADVISORY SERVICES, LLC. Source: SEC Form 13F filings, parsed by EvidInvest.
17
13F holders
$81.8M
value, 2026 filers
63%
of shares outstanding (5.3M sh)
6
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of CGV's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 2.0M | $31.0M | 0.1% | 24% | +10.6% |
| 2 | Focus Partners Wealth | 843,694 | $13.1M | 0.0% | 10.1% | +7.1% |
| 3 | Cetera Investment Advisers | 614,452 | $9.5M | 0.0% | 7.3% | +2.6% |
| 4 | WADDELL & ASSOCIATES, LLC | 401,712 | $6.2M | 0.3% | 4.8% | +0.5% |
| 5 | Mariner, LLC | 297,945 | $4.6M | 0.0% | 3.6% | +1.0% |
| 6 | TRUIST FINANCIAL CORP | 292,340 | $4.5M | 0.0% | 3.5% | +143.6% |
| 7 | ENVESTNET ASSET MANAGEMENT INC | 278,866 | $4.3M | 0.0% | 3.3% | +160.6% |
| 8 | Brightwater Advisory LLC | 242,109 | $3.8M | 2.4% | 2.9% | -1.4% |
| 9 | LPL Financial LLC | 155,578 | $2.4M | 0.0% | 1.9% | +7.7% |
| 10 | COMMONWEALTH EQUITY SERVICES, LLC | 56,845 | $882,820 | 0.0% | 0.7% | -17.1% |
| 11 | CARY STREET PARTNERS FINANCIAL LLC | 44,122 | $685,231 | 0.0% | 0.5% | +5.8% |
| 12 | Quantinno Capital Management LPNEW | 20,113 | $312,359 | 0.0% | 0.2% | new |
| 13 | CITADEL ADVISORS LLCNEW | 17,433 | $270,738 | 0.0% | 0.2% | new |
| 14 | MATHER GROUP, LLC.NEW | 4,046 | $62,835 | 0.0% | 0% | new |
| 15 | Farther Finance Advisors, LLCNEW | 3,255 | $50,551 | 0.0% | 0% | new |
| 16 | FIFTH THIRD BANCORPNEW | 1,011 | $15,701 | 0.0% | 0% | new |
| 17 | UBS Group AGNEW | 81 | $1,258 | 0.0% | 0% | new |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.