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Disclosery

CGGE CAPITAL GROUP GLOBAL EQUITY

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SHS (common)

179 managers (183 13F filers) reported a position in CGGE shares at 2026-06-30, 78,812,025 shares in all. 26 filers opened a position and 14 filers sold out during the quarter.

Managers
179
13F filers
183
New
26
Added
105
Reduced
30
Sold out
14
Shares held by filers
78,812,025

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding15,294,167$539M+886,777Timeline
Capital Group Private Client Services, …in group CAPITAL GROUP INVESTMENT MANA…8,369,362$295M4.16%+1,450,83513F-HRTimelineGroup
Capital International Investorsin group Capital International Investo…8,303,169$293M0.06%+300,31313F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN5,675,954$200M0.03%+941,78813F-HRTimelineGroup
LPL Financial LLC5,216,503$184M0.04%+1,270,69613F-HRTimeline
Cetera Investment Advisers3,382,673$119M0.11%+97,49013F-HRTimeline
Larson Financial Group LLC1,983,117$69.9M1.84%+405,19113F-HRTimeline
MML INVESTORS SERVICES, LLC1,866,016$65.8M0.13%+289,87913F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC1,536,270$54.1M0.09%+106,35713F-HRTimelineGroup
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC1,490,362$52.5M0.48%+191,85013F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC1,412,821$49.8M0.06%+186,35213F-HRTimeline
Clearstead Advisors, LLC1,349,068$47.5M0.45%-1,400,04613F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,297,153$45.7M0.01%+98,90813F-HRTimelineGroup
Janney Montgomery Scott LLC1,240,110$43.7M0.08%+83,59713F-HRTimeline
Cambridge Investment Research Advisors,…1,182,185$41.7M0.09%+100,64913F-HR/ATimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,107,314$39M0.05%+140,47013F-HRTimelineGroup
NewEdge Advisors, LLC957,504$33.7M0.1%+103,25513F-HRTimeline
Vestmark Advisory Solutions, Inc.916,929$32.3M0.3%+31,25913F-HRTimeline
&PARTNERS792,699$28M0.11%+38,67413F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC783,191$27.6M0.01%+194,14513F-HRTimelineGroup
Compton Financial Group, LLC636,441$22.4M4.32%+273,39913F-HRTimeline
James Reed Financial Services, Inc.591,511$20.8M15.91%+5,38313F-HRTimeline
Panoramic Capital Partners, LLC502,212$17.7M8.37%new13F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP474,899$16.7M0.02%+71,78213F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP458,925$16.2M0.01%+191,23813F-HRTimelineGroup
Orion Porfolio Solutions, LLC436,166$15.4M0.12%-87,16913F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP438,265$15M0.01%+90,39313F-HRTimelineGroup
TD Waterhouse Canada Inc.417,606$14.6M0.04%+92,74613F-HRTimeline
Smartleaf Asset Management LLC394,290$13.7M0.45%013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…369,296$13M0.01%+203,01913F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC349,852$12.3M0.01%-136,30013F-HRTimelineGroup
Strategic Blueprint, LLC330,571$11.6M0.58%+6,73213F-HRTimeline
Valmark Advisers, Inc.323,952$11.4M0.12%+168,71313F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.323,679$11.4M0.11%-5,42913F-HRTimelineGroup
STEPHENS INC /AR/in group Stephens Investment Managemen…312,106$11M0.12%+7,80913F-HRTimelineGroup
KINTRA WEALTH, LLC285,637$10.3M0.54%+67,09713F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC287,045$10.1M0.12%+38,52613F-HRTimelineGroup
Integrated Wealth Concepts LLC271,534$9.57M0.05%+159,69913F-HRTimeline
Venture Visionary Partners LLC269,605$9.5M0.26%+73,45913F-HRTimeline
Intrua Financial, LLC264,007$9.3M0.88%+19,08513F-HRTimeline
Private Advisor Group, LLC238,292$8.4M0.04%+58,70013F-HRTimeline
HARBOUR INVESTMENTS, INC.232,702$8.2M0.11%+24,03713F-HRTimeline
Gateway Wealth Partners, LLC232,465$8.19M0.49%-124,45513F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.198,272$6.99M0.07%+11,26813F-HRTimelineGroup
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…189,081$6.66M0.06%-44,22313F-HRTimelineGroup
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC184,496$6.5M0.04%+45,52913F-HRTimelineGroup
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…176,904$6.23M0.14%-16,75913F-HRTimelineGroup
UBS Group AGgroup of 2 filers holding173,741$6.12M-1,683Timeline
GTS SECURITIES LLC169,793$5.98M0.13%+157,18113F-HRTimeline
BNB Wealth Management, LLC165,342$5.83M3.19%+108,95213F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC163,775$5.77M<0.01%new13F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 2 filers holding157,835$5.56M+32,510Timeline
Elequin Capital, LP155,662$5.49M0.18%new13F-HRTimeline
OLD MISSION CAPITAL LLC151,601$5.34M0.14%new13F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.145,392$5.12M0.08%-6,05713F-HRTimeline
Merit Financial Group, LLC142,650$5.03M0.03%-6,21313F-HR/ATimeline
Hopwood Nicholas Hunter132,891$4.68M1.28%+5,07313F-HRTimeline
Aprio Wealth Management, LLC128,645$4.53M0.22%-80513F-HRTimeline
AMG Asset Management Group, Inc.128,128$4.52M2.83%+1,86813F-HRTimeline
LongView Wealth Management123,843$4.36M1.12%-1,62813F-HRTimeline
FLOW TRADERS U.S. LLC122,663$4.32M0.18%new13F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/115,656$4.08M<0.01%new13F-HRTimelineGroup
Sovran Advisors, LLC108,655$3.72M0.28%+6,26713F-HRTimeline
Blueprint Investment Partners LLCgroup of 2 filers holding99,858$3.52M+9,032Timeline
THOROUGHBRED FINANCIAL SERVICES, LLC99,036$3.49M0.17%+3,49013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC89,985$3.17M0.07%+41,75813F-HRTimelineGroup
Boyer Financial Services, Inc.81,652$2.85M2.41%+8,97213F-HRTimeline
ARQ WEALTH ADVISORS, LLC80,929$2.8M0.35%+40,44513F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp78,931$2.78M<0.01%+52,16613F-HRTimelineGroup
A&I FINANCIAL SERVICES, LLC76,848$2.71M1.18%+11,13513F-HRTimeline
PFG Advisors73,464$2.59M0.13%+14,58313F-HRTimeline
Capital Investment Management, Inc.72,711$2.56M0.78%+7,68713F-HRTimeline
Mutual Advisors, LLC72,085$2.54M0.05%+53,83013F-HRTimeline
Vise Technologies, Inc.68,381$2.41M0.03%new13F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/65,517$2.31M<0.01%+8,06013F-HRTimelineGroup
HighPoint Advisor Group LLC64,811$2.28M0.08%+7,11713F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…63,759$2.25M0.19%+19,25313F-HRTimelineGroup
Geneos Wealth Management Inc.63,280$2.23M0.05%+27,31613F-HRTimeline
R2 Capital Strategies, LLC59,632$2.1M0.95%13F-HRTimeline
SFG Wealth Management, LLC.56,795$2M0.72%-44513F-HRTimeline
Ashton Thomas Private Wealth, LLC56,645$2M0.04%+4,56413F-HRTimeline
Koshinski Asset Management, Inc.56,035$1.97M0.11%+1,75313F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC55,803$1.97M0.02%+19,49813F-HRTimelineGroup
SAGESPRING WEALTH PARTNERS, LLC55,475$1.95M0.03%+3,26013F-HRTimeline
Farther Finance Advisors, LLC55,472$1.95M0.02%+38,95313F-HRTimeline
DAVENPORT & Co LLC52,028$1.83M0.01%+5,80013F-HRTimeline
RFG Advisory, LLC51,850$1.83M0.03%+4,29713F-HRTimeline
Atria Investments, Inc50,895$1.79M0.02%+4,71913F-HRTimeline
CAPTRUST FINANCIAL ADVISORS49,880$1.76M<0.01%+6,87113F-HRTimeline
IAG Wealth Partners, LLC48,401$1.71M0.17%+14,19313F-HRTimeline
Security Financial Services, INC.47,978$1.69M0.23%-7,97113F-HRTimeline
Merited Wealth, LLC46,219$1.63M1.15%-87,49113F-HRTimeline
Lantern Wealth Advisors, LLC46,010$1.62M0.74%-80913F-HRTimeline
World Investment Advisors52,820$1.61M0.03%+75413F-HRTimeline
Tempus Wealth Planning, LLC45,268$1.6M0.31%-2,00013F-HRTimeline
Advyzon Investment Management, LLC41,183$1.45M0.11%+57813F-HRTimeline
Vantus Wealth LLC39,160$1.38M0.74%13F-HRTimeline
LANDAAS & CO /WI /ADV38,664$1.36M0.25%+8,23213F-HRTimeline
GWN SECURITIES INC.35,396$1.25M0.21%+4,30113F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC33,996$1.2M0.05%-9013F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC33,188$1.17M0.02%-10,15913F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers30,576$1.08M<0.01%+5,78013F-HRTimelineGroup
Principle Wealth Partners LLC30,360$1.07M0.05%013F-HRTimeline
J. Derek Lewis & Associates Inc.30,133$1.06M0.2%-20713F-HRTimeline
CLG LLC29,679$1.05M0.23%+1,95313F-HRTimeline
IFG Advisory, LLC26,853$946K0.03%new13F-HRTimeline
Simplicity Wealth,LLC25,947$914K0.03%-7,08913F-HRTimeline
WEDBUSH SECURITIES INC24,377$859K0.02%-1213F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding24,642$846K+13,034Timeline
Investment Planning Advisors, Inc.22,204$782K0.18%-27213F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.21,988$775K<0.01%+3,49013F-HRTimelineGroup
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…21,665$763K0.02%+14,99813F-HRTimelineGroup
Prospera Financial Services Inc19,848$699K0.01%+3,41213F-HRTimeline
VICTORY FINANCIAL GROUP, LLC18,913$666K0.07%new13F-HRTimeline
MSH Capital Advisors LLC18,455$650K0.11%+1,94613F-HRTimeline
VestGen Advisors, LLC18,183$641K0.02%+36613F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED18,138$639K0.04%+7,09713F-HRTimeline
Global Retirement Partners, LLC17,326$611K0.01%13F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…17,198$606K<0.01%-3,22213F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…16,664$587K<0.01%+6,10913F-HRTimelineGroup
Ascent Group, LLCin group Ascent Group, LLC16,533$583K0.02%-65413F-HRTimelineGroup
Capital Investment Advisory Services, L…16,428$579K0.04%new13F-HRTimeline
Balboa Wealth Partners16,095$567K0.08%-3,49113F-HRTimeline
VestGen Investment Management15,864$559K0.3%+72913F-HRTimeline
Ausdal Financial Partners, Inc.15,434$544K0.02%+1,29713F-HRTimeline
Visionary Wealth Advisors14,428$508K0.02%+1,10813F-HRTimeline
MGO ONE SEVEN LLC13,912$490K0.01%-19013F-HRTimeline
Latitude Advisors, LLC13,646$481K0.19%+5,04913F-HRTimeline
Bleakley Financial Group, LLC12,538$442K0.01%+45913F-HRTimeline
OneDigital Investment Advisors LLC12,015$423K<0.01%new13F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …11,514$406K<0.01%+1,33513F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC11,063$390K<0.01%013F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…10,866$379K<0.01%+2,48413F-HRTimeline
SITTNER & NELSON, LLC10,469$369K0.12%+3,07013F-HRTimeline
Vermillion & White Wealth Management Gr…10,013$353K0.18%+67213F-HRTimeline
GeoWealth Management, LLC9,951$351K0.01%-813F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO9,949$347K<0.01%+6,53513F-HRTimelineGroup
TCFG Investment Advisors, LLCin group TCFG Investment Advisors, LLC9,383$331K0.11%+1,38413F-HRTimelineGroup
LaSalle St. Investment Advisors, LLC9,350$329K0.04%new13F-HRTimeline
Sigma Planning Corp9,259$326K0.01%-15013F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV8,724$307K<0.01%new13F-HR/ATimeline
McKinney Capital Management, LLC8,396$296K0.12%+18213F-HRTimeline
Financial Council, LLC8,372$295K0.1%013F-HRTimeline
PRIVATE TRUST CO NA8,057$284K0.02%+1,06113F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC7,895$278K0.02%+29513F-HRTimeline
Stonebridge Financial Group, LLC / MO7,657$270K0.18%013F-HRTimeline
Mayflower Financial Advisors, LLC7,567$267K0.02%013F-HRTimeline
Advisor Resource Council7,527$265K0.09%013F-HRTimeline
Mariner, LLCin group Mariner, LLC6,961$245K<0.01%-103,80713F-HRTimelineGroup
Lincoln Capital LLC6,952$245K0.04%new13F-HRTimeline
SCOTIA CAPITAL INC.6,061$214K<0.01%new13F-HRTimeline
Wealthcare Capital Partners, LLCin group Wealthcare Advisory Partners …6,047$213K0.09%new13F-HRTimelineGroup
WORLD EQUITY GROUP, INC.5,949$210K0.05%-5,94913F-HRTimeline
Key Financial Inc5,311$187K0.03%new13F-HRTimeline
Silver Grove Financial Group, Inc.5,241$185K0.1%new13F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors4,122$144K0.02%new13F-HRTimelineGroup
LANARK FINANCIAL, INC.3,779$133K0.01%013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY3,573$126K<0.01%+2,55313F-HRTimelineGroup
Steward Partners Investment Advisory, L…3,120$110K<0.01%+2,57313F-HRTimeline
Birchwood Financial Partners, Inc.2,750$96.9K0.08%013F-HRTimeline
Synergy Investment Management, LLC2,500$88.1K0.02%+1,80013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…2,077$73.2K<0.01%new13F-HRTimelineGroup
IFP Advisors, Inc1,357$47.8K<0.01%+113F-HRTimeline
ROTHSCHILD INVESTMENT LLC1,220$43K<0.01%013F-HRTimeline
Cape Investment Advisory, Inc.1,200$42.3K0.01%new13F-HRTimeline
Financial Perspectives, Inc1,145$40.3K0.01%013F-HRTimeline
AMERIFLEX GROUP, INC.839$29.6K0.01%+74413F-HRTimeline
Vision Retirement, LLC752$26.5K0.01%new13F-HRTimeline
CoreCap Advisors, LLC602$21.2K<0.01%+49313F-HRTimeline
FIDUCIARY FINANCIAL ADVISORS393$13.8K<0.01%new13F-HRTimeline
Rossby Financial, LCC355$12.5K<0.01%+10813F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC288$10.1K<0.01%new13F-HRTimelineGroup
Signature Equity Partners, LLC212$7.47K<0.01%013F-HRTimeline
CENTRAL TRUST Co207$7.29K<0.01%013F-HRTimeline
Continuum Advisory, LLC171$6.03K<0.01%new13F-HRTimeline
CX Institutional107$4K<0.01%013F-HRTimeline
Arax Advisory Partners108$3.81K<0.01%013F-HRTimeline
AdvisorNet Financial, Inc17$601<0.01%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…7$264<0.01%013F-HRTimelineGroup