CUSIP 12504G100
CBRE GBL REAL ESTATE INC FD
165 institutions · $144.1M total · 36,072,846 shares
| # | Manager | Shares | Value | % of Total | Period |
|---|---|---|---|---|---|
| 1 | UBS Group AG | 5,469,305 | $24.0M | 15.16% | 2025-12-31 |
| 2 | MORGAN STANLEY | 5,417,560 | $23.7M | 15.01% | 2025-12-31 |
| 3 | BANK OF AMERICA CORP /DE/ | 1,815,258 | $9.3M | 5.03% | 2025-12-31 |
| 4 | FLAGSHIP HARBOR ADVISORS, LLC | 1,981,572 | $8.7M | 5.49% | 2025-12-31 |
| 5 | WELLS FARGO & COMPANY/MN | 1,961,459 | $8.6M | 5.43% | 2025-12-31 |
| 6 | ABSOLUTE INVESTMENT ADVISERS, LLC | 1,333,225 | $6.1M | 3.69% | 2025-12-31 |
| 7 | READYSTATE ASSET MANAGEMENT LP | 1,373,359 | $6.0M | 3.80% | 2025-12-31 |
| 8 | AMERIPRISE FINANCIAL INC | 1,218,570 | $5.3M | 3.37% | 2025-12-31 |
| 9 | LPL Financial LLC | 1,111,934 | $4.9M | 3.08% | 2025-12-31 |
| 10 | Sanctuary Advisors, LLC | 643,654 | $3.3M | 1.78% | 2025-12-31 |
| 11 | Pacific Wealth Strategies Group, Inc. | 593,217 | $3.0M | 1.64% | 2025-09-30 |
| 12 | WOLVERINE ASSET MANAGEMENT LLC | 537,473 | $2.4M | 1.48% | 2025-12-31 |
| 13 | Royal Bank of Canada | 514,750 | $2.3M | 1.42% | 2025-12-31 |
| 14 | Quarry LP | 445,498 | $2.0M | 1.23% | 2025-12-31 |
| 15 | J.W. COLE ADVISORS, INC. | 431,008 | $1.9M | 1.19% | 2025-12-31 |
| 16 | PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | 316,674 | $1.7M | 0.87% | 2025-06-30 |
| 17 | OSAIC HOLDINGS, INC. | 376,233 | $1.6M | 1.04% | 2025-12-31 |
| 18 | JANE STREET GROUP, LLC | 358,225 | $1.6M | 0.99% | 2025-12-31 |
| 19 | WealthTrust Axiom LLC | 330,238 | $1.4M | 0.91% | 2025-12-31 |
| 20 | NWF Advisory Services Inc. | 263,746 | $1.4M | 0.73% | 2025-12-31 |
| 21 | SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC | 318,080 | $1.4M | 0.88% | 2025-12-31 |
| 22 | ROMAN BUTLER FULLERTON & CO | 271,558 | $1.3M | 0.75% | 2025-12-31 |
| 23 | LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 259,497 | $1.1M | 0.71% | 2025-12-31 |
| 24 | Cooper Financial Group | 251,627 | $1.1M | 0.69% | 2025-12-31 |
| 25 | Cetera Investment Advisers | 228,752 | $1.0M | 0.63% | 2025-12-31 |
| 26 | GUGGENHEIM CAPITAL LLC | 215,384 | $943.4K | 0.59% | 2025-12-31 |
| 27 | 180 WEALTH ADVISORS, LLC | 198,857 | $871.0K | 0.55% | 2025-12-31 |
| 28 | Tennessee Valley Asset Management Partners | 191,999 | $841.0K | 0.53% | 2025-12-31 |
| 29 | STIFEL FINANCIAL CORP | 191,071 | $836.9K | 0.52% | 2025-12-31 |
| 30 | Investment Partners Asset Management, Inc. | 185,603 | $812.9K | 0.51% | 2025-12-31 |
| 31 | Rockefeller Capital Management L.P. | 182,546 | $799.6K | 0.50% | 2025-12-31 |
| 32 | MILLENNIUM MANAGEMENT LLC | 165,224 | $723.7K | 0.45% | 2025-12-31 |
| 33 | Rayburn West Financial Services LLC | 154,570 | $677.0K | 0.42% | 2025-12-31 |
| 34 | Mariner, LLC | 125,365 | $549.1K | 0.34% | 2025-12-31 |
| 35 | Shaker Financial Services, LLC | 101,282 | $443.6K | 0.28% | 2025-12-31 |
| 36 | Advisors Asset Management, Inc. | 98,381 | $430.9K | 0.27% | 2025-12-31 |
| 37 | RAYMOND JAMES FINANCIAL INC | 94,931 | $415.8K | 0.26% | 2025-12-31 |
| 38 | IHT Wealth Management, LLC | 92,978 | $407.2K | 0.25% | 2025-12-31 |
| 39 | Samalin Investment Counsel, LLC | 89,661 | $392.7K | 0.24% | 2025-12-31 |
| 40 | XTX Topco Ltd | 79,220 | $347.0K | 0.21% | 2025-12-31 |
| 41 | Merit Financial Group, LLC | 78,727 | $344.8K | 0.21% | 2025-12-31 |
| 42 | Moors & Cabot, Inc. | 76,928 | $336.9K | 0.21% | 2025-12-31 |
| 43 | Compound Planning, Inc. | 74,881 | $328.0K | 0.20% | 2025-12-31 |
| 44 | Global Retirement Partners, LLC | 73,204 | $320.6K | 0.20% | 2025-12-31 |
| 45 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 71,859 | $314.7K | 0.19% | 2025-12-31 |
| 46 | NATIONAL BANK OF CANADA /FI/ | 60,734 | $311.0K | 0.16% | 2025-09-30 |
| 47 | CHOREO, LLC | 68,525 | $305.6K | 0.18% | 2025-12-31 |
| 48 | Sunpointe, LLC | 67,075 | $293.8K | 0.18% | 2025-12-31 |
| 49 | Atria Wealth Solutions, Inc. | 53,750 | $284.7K | 0.14% | 2025-06-30 |
| 50 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 57,835 | $262.6K | 0.16% | 2025-12-31 |
| 51 | Live Oak Private Wealth LLC | 54,884 | $240.4K | 0.15% | 2025-12-31 |
| 52 | Geneos Wealth Management Inc. | 40,688 | $215.2K | 0.11% | 2025-06-30 |
| 53 | SeaCrest Wealth Management, LLC | 46,141 | $210.9K | 0.12% | 2025-12-31 |
| 54 | Alpine Global Management, LLC | 44,729 | $195.9K | 0.12% | 2025-12-31 |
| 55 | COMMONWEALTH EQUITY SERVICES, LLC | 43,792 | $191.8K | 0.12% | 2025-12-31 |
| 56 | TWO SIGMA SECURITIES, LLC | 42,884 | $187.8K | 0.11% | 2025-12-31 |
| 57 | COMERICA BANK | 41,562 | $182.0K | 0.11% | 2025-12-31 |
| 58 | QUATTRO FINANCIAL ADVISORS LLC | 40,291 | $176.5K | 0.11% | 2025-12-31 |
| 59 | NewEdge Advisors, LLC | 39,174 | $171.6K | 0.10% | 2025-12-31 |
| 60 | Marex Group plc | 39,010 | $170.9K | 0.10% | 2025-12-31 |
| 61 | Vestmark Advisory Solutions, Inc. | 37,138 | $162.7K | 0.10% | 2025-12-31 |
| 62 | ELEVATION POINT WEALTH PARTNERS, LLC | 37,138 | $162.7K | 0.10% | 2025-12-31 |
| 63 | EP Wealth Advisors, LLC | 36,671 | $160.6K | 0.10% | 2025-12-31 |
| 64 | Alteri Wealth LLC | 35,488 | $155.4K | 0.09% | 2025-12-31 |
| 65 | Stonegate Investment Group, LLC | 26,250 | $134.9K | 0.07% | 2025-09-30 |
| 66 | LEAVELL INVESTMENT MANAGEMENT, INC. | 25,500 | $111.7K | 0.07% | 2025-12-31 |
| 67 | IEQ CAPITAL, LLC | 20,141 | $106.5K | 0.05% | 2025-06-30 |
| 68 | ECLECTIC ASSOCIATES INC /ADV | 24,019 | $105.2K | 0.06% | 2025-12-31 |
| 69 | Corient Private Wealth LLC | 21,000 | $92.0K | 0.05% | 2025-12-31 |
| 70 | Pinnacle Wealth Planning Services, Inc. | 20,825 | $91.2K | 0.05% | 2025-12-31 |
| 71 | DECISION INVESTMENTS, INC | 19,920 | $87.3K | 0.05% | 2025-12-31 |
| 72 | Sigma Planning Corp | 19,920 | $87.2K | 0.05% | 2025-12-31 |
| 73 | ENVESTNET ASSET MANAGEMENT INC | 19,558 | $85.7K | 0.05% | 2025-12-31 |
| 74 | KESTRA PRIVATE WEALTH SERVICES, LLC | 18,968 | $83.1K | 0.05% | 2025-12-31 |
| 75 | CAPTRUST FINANCIAL ADVISORS | 18,957 | $83.0K | 0.05% | 2025-12-31 |
| 76 | Creative Planning | 18,737 | $82.1K | 0.05% | 2025-12-31 |
| 77 | D.A. DAVIDSON & CO. | 17,945 | $78.6K | 0.04% | 2025-12-31 |
| 78 | BURNEY CO/ | 17,639 | $77.3K | 0.04% | 2025-12-31 |
| 79 | ALTERNA WEALTH MANAGEMENT, INC | 14,842 | $76.3K | 0.04% | 2025-09-30 |
| 80 | Good Life Advisors, LLC | 14,181 | $75.0K | 0.03% | 2025-06-30 |
| 81 | Leo Wealth, LLC | 14,491 | $74.5K | 0.04% | 2025-09-30 |
| 82 | Occidental Asset Management, LLC | 16,771 | $73.5K | 0.04% | 2025-12-31 |
| 83 | Fiduciary Group, LLC | 15,953 | $69.9K | 0.04% | 2025-12-31 |
| 84 | Capital Investment Advisors, LLC | 12,982 | $68.7K | 0.03% | 2025-06-30 |
| 85 | AXXCESS WEALTH MANAGEMENT, LLC | 15,375 | $67.3K | 0.04% | 2025-12-31 |
| 86 | Kovack Advisors, Inc. | 15,115 | $66.2K | 0.04% | 2025-12-31 |
| 87 | LEVEL FOUR ADVISORY SERVICES, LLC | 12,680 | $65.2K | 0.03% | 2025-09-30 |
| 88 | Balboa Wealth Partners | 12,617 | $64.9K | 0.03% | 2025-09-30 |
| 89 | One Capital Management, LLC | 14,642 | $64.1K | 0.04% | 2025-12-31 |
| 90 | Steward Partners Investment Advisory, LLC | 14,622 | $64.0K | 0.04% | 2025-12-31 |
| 91 | StoneX Group Inc. | 14,593 | $63.9K | 0.04% | 2025-12-31 |
| 92 | AE Wealth Management LLC | 14,500 | $63.5K | 0.04% | 2025-12-31 |
| 93 | Holistic Financial Partners | 14,440 | $63.2K | 0.04% | 2025-12-31 |
| 94 | NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 14,411 | $63.1K | 0.03% | 2025-12-31 |
| 95 | Baird Financial Group, Inc. | 11,966 | $61.5K | 0.03% | 2025-09-30 |
| 96 | Highland Financial Advisors, LLC | 11,600 | $61.4K | 0.03% | 2025-06-30 |
| 97 | Private Advisor Group, LLC | 13,852 | $60.7K | 0.03% | 2025-12-31 |
| 98 | AMERIFLEX GROUP, INC. | 13,700 | $60.0K | 0.03% | 2025-12-31 |
| 99 | Integrity Advisory Solutions, LLC | 12,866 | $56.4K | 0.03% | 2025-12-31 |
| 100 | GREAT VALLEY ADVISOR GROUP, INC. | 12,752 | $55.9K | 0.03% | 2025-12-31 |
| 101 | Indivisible Partners | 12,144 | $53.2K | 0.03% | 2025-12-31 |
| 102 | Centurion Wealth Management LLC | 10,295 | $52.9K | 0.02% | 2025-09-30 |
| 103 | B. Riley Wealth Advisors, Inc. | 10,169 | $52.3K | 0.02% | 2025-09-30 |
| 104 | Sowell Financial Services LLC | 11,774 | $51.6K | 0.03% | 2025-12-31 |
| 105 | BOOTHBAY FUND MANAGEMENT, LLC | 10,883 | $47.7K | 0.03% | 2025-12-31 |
| 106 | Fifth Third Wealth Advisors LLC | 10,791 | $47.3K | 0.02% | 2025-12-31 |
| 107 | Future Financial Wealth Managment LLC | 10,000 | $47.2K | 0.02% | 2025-12-31 |
| 108 | MGO ONE SEVEN LLC | 10,635 | $46.6K | 0.02% | 2025-12-31 |
| 109 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 10,447 | $45.8K | 0.02% | 2025-12-31 |
| 110 | STEPHENS INC /AR/ | 10,278 | $45.0K | 0.02% | 2025-12-31 |
| 111 | PFG Investments, LLC | 10,114 | $44.3K | 0.02% | 2025-12-31 |
| 112 | Jump Financial, LLC | 9,500 | $41.6K | 0.02% | 2025-12-31 |
| 113 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 7,766 | $41.1K | 0.02% | 2025-06-30 |
| 114 | ATTICUS WEALTH MANAGEMENT, LLC | 7,340 | $38.8K | 0.02% | 2025-06-30 |
| 115 | Nova Wealth Management, Inc. | 7,897 | $34.6K | 0.02% | 2025-12-31 |
| 116 | Root Financial Partners, LLC | 6,543 | $33.6K | 0.01% | 2025-09-30 |
| 117 | WPG Advisers, LLC | 7,673 | $33.6K | 0.02% | 2025-12-31 |
| 118 | Ameritas Advisory Services, LLC | 5,960 | $30.6K | 0.01% | 2025-09-30 |
| 119 | US BANCORP \DE\ | 6,611 | $29.0K | 0.01% | 2025-12-31 |
| 120 | Larson Financial Group LLC | 6,000 | $26.3K | 0.01% | 2025-12-31 |
| 121 | Kestra Advisory Services, LLC | 5,312 | $23.3K | 0.01% | 2025-12-31 |
| 122 | PNC Financial Services Group, Inc. | 4,620 | $20.2K | 0.01% | 2025-12-31 |
| 123 | Penserra Capital Management LLC | 3,696,579 | $19.6K | 10.24% | 2025-06-30 |
| 124 | Parallel Advisors, LLC | 3,844 | $16.8K | 0.01% | 2025-12-31 |
| 125 | Evelyn Partners Asset Management Ltd | 2,823 | $14.6K | 0.00% | 2025-12-31 |
| 126 | Colonial Trust Advisors | 2,750 | $14.5K | 0.00% | 2025-06-30 |
| 127 | Blume Capital Management, Inc. | 3,000 | $13.1K | 0.00% | 2025-12-31 |
| 128 | FIFTH THIRD BANCORP | 3,000 | $13.1K | 0.00% | 2025-12-31 |
| 129 | Aventura Private Wealth, LLC | 2,208 | $11.7K | 0.00% | 2025-12-31 |
| 130 | J.Safra Asset Management Corp | 2,000 | $10.3K | 0.00% | 2025-09-30 |
| 131 | Caldwell Trust Co | 1,700 | $10.2K | 0.00% | 2025-09-30 |
| 132 | CoreCap Advisors, LLC | 2,153 | $9.4K | 0.00% | 2025-12-31 |
| 133 | Allworth Financial LP | 1,830 | $9.4K | 0.00% | 2025-12-31 |
| 134 | JPMORGAN CHASE & CO | 1,700 | $7.4K | 0.00% | 2025-12-31 |
| 135 | Cornerstone Financial Management LLC | 1,513 | $6.6K | 0.00% | 2025-12-31 |
| 136 | Arax Advisory Partners | 1,500 | $6.6K | 0.00% | 2025-12-31 |
| 137 | CREATIVE FINANCIAL DESIGNS INC /ADV | 1,315 | $5.8K | 0.00% | 2025-12-31 |
| 138 | PRINCIPAL SECURITIES, INC. | 1,076 | $5.5K | 0.00% | 2025-09-30 |
| 139 | MARK SHEPTOFF FINANCIAL PLANNING, LLC | 1,000 | $5.3K | 0.00% | 2025-06-30 |
| 140 | HIGHLINE WEALTH PARTNERS LLC | 1,000 | $4.4K | 0.00% | 2025-12-31 |
| 141 | PRIVATE TRUST CO NA | 1,000 | $4.4K | 0.00% | 2025-12-31 |
| 142 | Golden State Wealth Management, LLC | 900 | $3.9K | 0.00% | 2025-12-31 |
| 143 | Pacifica Partners Inc. | 550 | $2.9K | 0.00% | 2025-06-30 |
| 144 | WHITTIER TRUST CO OF NEVADA INC | 542 | $2.5K | 0.00% | 2025-12-31 |
| 145 | Spire Wealth Management | 523 | $2.3K | 0.00% | 2025-12-31 |
| 146 | MAI Capital Management | 308 | $1.3K | 0.00% | 2025-12-31 |
| 147 | SOA Wealth Advisors, LLC. | 187 | $820 | 0.00% | 2025-12-31 |
| 148 | ASSETMARK, INC | 144 | $740 | 0.00% | 2025-09-30 |
| 149 | Stolper Co | 105,933 | $560 | 0.29% | 2025-06-30 |
| 150 | Addison Advisors LLC | 61 | $323 | 0.00% | 2025-06-30 |
| 151 | Cambridge Investment Research Advisors, Inc. | 60,007 | $263 | 0.16% | 2025-12-31 |
| 152 | Janney Montgomery Scott LLC | 52,801 | $231 | 0.14% | 2025-12-31 |
| 153 | Virtu Financial LLC | 37,242 | $163 | 0.10% | 2025-12-31 |
| 154 | PARK AVENUE SECURITIES LLC | 34,192 | $150 | 0.09% | 2025-12-31 |
| 155 | Tower Research Capital LLC (TRC) | 22 | $96 | 0.00% | 2025-12-31 |
| 156 | GAMMA Investing LLC | 12 | $63 | 0.00% | 2025-06-30 |
| 157 | Cullen/Frost Bankers, Inc. | 12 | $53 | 0.00% | 2025-12-31 |
| 158 | WHITTIER TRUST CO | 5 | $26 | 0.00% | 2025-09-30 |
| 159 | CITIGROUP INC | 2 | $9 | 0.00% | 2025-12-31 |
| 160 | TSFG, LLC | 1,500 | $7 | 0.00% | 2025-12-31 |
| 161 | CWM, LLC | 1,178 | $5 | 0.00% | 2025-12-31 |
| 162 | HAZLETT, BURT & WATSON, INC. | 1,000 | $4 | 0.00% | 2025-12-31 |
| 163 | CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | $0 | 0.00% | 2025-06-30 |
| 164 | Kozak & Associates, Inc. | 0 | $0 | 0.00% | 2025-09-30 |
| 165 | JONES FINANCIAL COMPANIES LLLP | 0 | $0 | 0.00% | 2025-12-31 |