AI Holders Summary · Q1 2026

170 institutions reported CGBD in Q1 2026. Creative Planning leads at 17.2% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

Hide index funds / market makers / custodians(1 on this page)

#HolderValueShares% port.Quarter

Creative Planning

CIK 0001540235

$35M3.2M0.02%Q1 2026 02

MORGAN STANLEY

CIK 0000895421

$29M2.6M0.00%Q1 2026 03

CHOREO, LLC

CIK 0001679031

$16M1.4M0.19%Q1 2026 04

VAN ECK ASSOCIATES CORP

CIK 0000869178

$14M1.3M0.01%Q1 2026 05

Invesco Ltd.

CIK 0000914208

$14M1.3M0.00%Q1 2026 06

RIVERNORTH CAPITAL MANAGEMENT, LLC

CIK 0001447578

$14M1.3M0.70%Q1 2026 07

UBS Group AG

CIK 0001610520

$14M1.2M0.00%Q1 2026 08

Muzinich & Co., Inc.

CIK 0001618824

$9M736K2.89%Q4 2025 09

TWO SIGMA INVESTMENTS, LP

CIK 0001179392

$7M631K0.01%Q1 2026 10

Russell Investments Group, Ltd.

CIK 0001692234

$6M587K0.01%Q1 2026 11

Legal & General Group Plc

CIK 0000764068

$6M552K0.00%Q1 2026 12

Mariner, LLC

CIK 0001373442

$6M549K0.01%Q1 2026 13

Sumitomo Mitsui Trust Group, Inc.

CIK 0001475365

$6M520K0.00%Q1 2026 14

TORONTO DOMINION BANK

CIK 0000947263

$5M450K0.01%Q1 2026 15

Rockefeller Capital Management L.P.

CIK 0001739439

$5M448K0.01%Q1 2026 16

SUSQUEHANNA INTERNATIONAL GROUP, LLP

CIK 0001446194· Market maker

$4M392K0.00%Q1 2026 17

North Ground Capital

CIK 0002055446

$4M388K5.11%Q1 2026 18

LSV ASSET MANAGEMENT

CIK 0001050470

$4M352K0.01%Q1 2026 19

TWO SIGMA ADVISERS, LP

CIK 0001478735

$4M301K0.01%Q4 2025 20

BlackRock, Inc.

CIK 0002012383

$3M283K0.00%Q1 2026

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