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Conductor Global EQ VAL ETF (CGV)

CUSIP: 90214Q584 | NYSE | 37 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Wealth Enhancement Advisory Services, LLC2,206,705
0.1% of portfolio›$34.8M
Truist Financial Corp350,540
0.0% of portfolio›$5.5M
LPL Financial LLC159,133
0.0% of portfolio›$2.5M
Commonwealth Equity Services, LLC54,233
0.0% of portfolio›$849.1K
MBL Wealth, LLC14,254
0.0% of portfolio›$223.2K
StyleTurnoverLocationFiled
Wealth Enhancement Advisory Services, LLC
2,206,705$34.8M0.1%CoreLowPlymouth, MN2026-10-13
Truist Financial Corp
350,540$5.5M0.0%CoreLowCharlotte, NC2026-10-30
LPL Financial LLC
159,133$2.5M0.0%IndexVery LowFort Mill, SC2026-11-06
Commonwealth Equity Services, LLC
54,233$849.1K0.0%ETFLowWaltham, MA2026-11-02
MBL Wealth, LLC
14,254$223.2K0.0%ETFLowCharlotte, NC2026-10-22