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Overview
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Chart
Business Summary
Filings
Ownership
Valuation
Ownership — CGBD
Institutional Holdings
Insider Transactions
US Institutional Ownership
35.9%
Institution
Shares
Value
Ownership %
Change
Filing Date
Creative Planning
3.23M
$35.0M
4.60%
-234.0K
2026-03-31
MORGAN STANLEY
2.63M
$28.0M
3.75%
+60.1K
2026-03-31
CHOREO, LLC
1.39M
$15.0M
1.98%
+3.1K
2026-03-31
VAN ECK ASSOCIATES CORP
1.31M
$14.0M
1.87%
-379.8K
2026-03-31
Invesco Ltd.
1.31M
$14.0M
1.87%
+423.2K
2026-03-31
RIVERNORTH CAPITAL MANAGEMENT, LLC
1.27M
$13.0M
1.81%
-628.2K
2026-03-31
UBS Group AG
1.24M
$13.0M
1.76%
+374.3K
2026-03-31
Muzinich & Co., Inc.
737.7K
$8.0M
1.05%
+1.3K
2026-03-31
Russell Investments Group, Ltd.
587.2K
$6.0M
0.84%
+384.5K
2026-03-31
Legal & General Group Plc
551.6K
$6.0M
0.78%
+32.7K
2026-03-31
Mariner, LLC
548.5K
$6.0M
0.78%
+4.6K
2026-03-31
Sumitomo Mitsui Trust Group, Inc.
519.7K
$5.0M
0.74%
--
2026-03-31
TORONTO DOMINION BANK
450.0K
$4.0M
0.64%
-50.0K
2026-03-31
Rockefeller Capital Management L.P.
447.6K
$4.0M
0.64%
+19.1K
2026-03-31
North Ground Capital
387.5K
$4.0M
0.55%
-524.7K
2026-03-31
LSV ASSET MANAGEMENT
352.1K
$3.0M
0.50%
-14.6K
2026-03-31
Focus Partners Wealth
304.9K
$3.0M
0.43%
+153.1K
2026-03-31
BlackRock, Inc.
283.5K
$3.0M
0.40%
-210.7K
2026-03-31
BI Asset Management Fondsmaeglerselskab A/S
282.6K
$3.0M
0.40%
-11.3K
2026-03-31
NOVARE CAPITAL MANAGEMENT LLC
251.4K
$2.0M
0.36%
+10.3K
2026-03-31
BANK OF AMERICA CORP /DE/
250.9K
$2.0M
0.36%
-93.5K
2026-03-31
ARES MANAGEMENT LLC
240.0K
$2.0M
0.34%
--
2026-03-31
Advisors Asset Management, Inc.
211.3K
$2.0M
0.30%
+7.6K
2026-03-31
Cliffwater LLC
207.3K
$2.0M
0.30%
--
2026-03-31
HAGER INVESTMENT MANAGEMENT SERVICES, LLC
200.5K
$2.0M
0.29%
-23.7K
2026-03-31
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