Skip to content
Disclosery

CGGE CAPITAL GROUP GLOBAL EQUITY

Follow

SHS (fund)

44 managers (45 13F filers) reported a position in CGGE shares at 2025-03-31, 8,694,696 shares in all. 30 filers opened a position and 1 filer sold out during the quarter.

Managers
44
13F filers
45
New
30
Added
13
Reduced
1
Sold out
1
Shares held by filers
8,694,696

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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 holding2,857,485$73.9MnewTimeline
Capital Group Private Client Services, …in group CAPITAL GROUP INVESTMENT MANA…1,978,658$51.2M0.5%+577,29213F-HRTimelineGroup
Cetera Investment Advisers730,632$18.9M0.04%new13F-HRTimeline
MML INVESTORS SERVICES, LLC523,557$13.5M0.05%new13F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA437,918$11.3M<0.01%+79,12913F-HR/ATimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC328,126$8.49M<0.01%new13F-HRTimelineGroup
LPL Financial LLC255,245$6.6M<0.01%+161,94113F-HRTimeline
Capital International Investorsin group Capital International Investo…165,300$4.27M<0.01%-618,70013F-HRTimelineGroup
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…160,835$4.16M0.1%new13F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC129,293$3.34M<0.01%+104,08213F-HRTimeline
Strategic Blueprint, LLC124,796$3.23M0.18%+102,96113F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC114,653$2.96M0.01%+101,32513F-HR/ATimelineGroup
&PARTNERS107,113$2.8M0.03%new13F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.105,263$2.72M0.04%new13F-HRTimelineGroup
Larson Financial Group LLC77,852$2.01M0.1%+76,97513F-HRTimeline
Private Advisor Group, LLC77,743$2.01M0.01%new13F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC70,906$1.83M0.03%new13F-HRTimelineGroup
Merit Financial Group, LLC59,503$1.54M0.02%new13F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP56,173$1.45M<0.01%new13F-HRTimelineGroup
Cambridge Investment Research Advisors,…31,693$820K<0.01%+18,72113F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.30,996$802K<0.01%+25,02313F-HRTimelineGroup
IAG Wealth Partners, LLC27,294$706K0.11%+1,04813F-HRTimeline
CAPTRUST FINANCIAL ADVISORS22,469$581K<0.01%+10,50813F-HRTimeline
Intrua Financial, LLC22,017$569K0.09%new13F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP21,963$569K<0.01%new13F-HR/ATimelineGroup
LongView Wealth Management21,512$556K0.17%new13F-HRTimeline
OLD MISSION CAPITAL LLC20,000$517K0.01%new13F-HRTimeline
Gateway Wealth Partners, LLC19,197$496K0.11%new13F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC16,721$432K<0.01%new13F-HRTimelineGroup
Atria Wealth Solutions, Inc.16,331$422K0.01%new13F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC15,139$391K0.01%new13F-HRTimeline
Valmark Advisers, Inc.14,671$379K0.01%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.11,940$309K0.01%+8,70413F-HRTimeline
Bleakley Financial Group, LLC10,159$263K0.01%new13F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.9,976$258K<0.01%new13F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP9,329$241K<0.01%new13F-HRTimelineGroup
SITTNER & NELSON, LLC6,888$178K0.08%+4,05613F-HRTimeline
Capital A Wealth Management, LLC2,406$62.2K0.07%new13F-HRTimeline
ORG Partners LLC1,215$31.6K0.01%new13F-HRTimeline
IFP Advisors, Inc672$17.4K<0.01%new13F-HRTimeline
Geneos Wealth Management Inc.561$14.5K<0.01%new13F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/290$7.5K<0.01%new13F-HRTimelineGroup
Capital Analysts, LLCin group Capital Analysts, LLC206$5K<0.01%new13F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.