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Disclosery

CGGE CAPITAL GROUP GLOBAL EQUITY

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SHS (fund)

81 managers (82 13F filers) reported a position in CGGE shares at 2025-06-30, 15,712,855 shares in all. 38 filers opened a position and 2 filers sold out during the quarter.

Managers
81
13F filers
82
New
38
Added
35
Reduced
5
Sold out
2
Shares held by filers
15,712,855

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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 holding3,961,074$116M+1,103,589Timeline
Capital Group Private Client Services, …in group CAPITAL GROUP INVESTMENT MANA…2,758,899$80.5M0.7%+780,24113F-HRTimelineGroup
Cetera Investment Advisers1,142,936$33.4M0.06%+412,30413F-HRTimeline
Larson Financial Group LLC803,591$23.5M0.94%+725,73913F-HRTimeline
MML INVESTORS SERVICES, LLC685,472$20M0.06%+161,91513F-HRTimeline
LPL Financial LLC683,500$20M0.01%+428,25513F-HRTimeline
Investment Planning Advisors, Inc.577,233$16.8M5.95%new13F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA535,208$15.6M<0.01%+97,29013F-HR/ATimelineGroup
NewEdge Advisors, LLC429,848$12.5M0.06%new13F-HRTimeline
James Reed Financial Services, Inc.395,478$11.5M10.48%new13F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC343,855$10M0.01%+214,56213F-HRTimeline
Strategic Blueprint, LLC268,775$7.85M0.39%+143,97913F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…200,468$5.85M0.08%new13F-HRTimelineGroup
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…167,350$4.88M0.09%+6,51513F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.167,221$4.88M0.01%+136,22513F-HR/ATimelineGroup
&PARTNERS150,667$4.44M0.03%+43,55413F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.142,237$4.15M0.05%+36,97413F-HRTimelineGroup
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC140,006$4.09M0.05%+69,10013F-HRTimelineGroup
OLD MISSION CAPITAL LLC127,797$3.73M0.1%+107,79713F-HRTimeline
Merit Financial Group, LLC127,487$3.72M0.04%+67,98413F-HRTimeline
Intrua Financial, LLC123,870$3.62M0.52%+101,85313F-HRTimeline
Cambridge Investment Research Advisors,…120,292$3.51M0.01%+88,59913F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC115,945$3.38M<0.01%-212,18113F-HRTimelineGroup
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…91,660$2.68M0.08%new13F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP89,876$2.61M<0.01%+67,91313F-HRTimelineGroup
Sovran Advisors, LLC86,038$2.51M0.26%new13F-HRTimeline
Private Advisor Group, LLC82,010$2.39M0.01%+4,26713F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…81,997$2.39M<0.01%new13F-HRTimelineGroup
Capital International Investorsin group Capital International Investo…81,470$2.38M<0.01%-83,83013F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP59,497$1.74M<0.01%+3,32413F-HRTimelineGroup
LongView Wealth Management57,025$1.66M0.5%+35,51313F-HRTimeline
Janney Montgomery Scott LLC53,486$1.56M<0.01%new13F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.48,058$1.4M0.02%+38,08213F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.44,701$1.3M0.03%+32,76113F-HRTimeline
KINTRA WEALTH, LLC43,557$1.27M0.77%new13F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC42,687$1.25M<0.01%new13F-HRTimelineGroup
A&I FINANCIAL SERVICES, LLC40,466$1.18M0.67%new13F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC39,589$1.16M0.01%new13F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC34,772$1.01M<0.01%-79,88113F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC33,622$981K<0.01%new13F-HRTimelineGroup
Virtu Financial LLCin group Virtu Financial LLC31,893$931K0.05%new13F-HRTimelineGroup
Venture Visionary Partners LLC29,894$873K0.03%new13F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC29,741$868K0.02%+14,60213F-HRTimeline
CAPTRUST FINANCIAL ADVISORS29,504$861K<0.01%+7,03513F-HRTimeline
IAG Wealth Partners, LLC29,079$849K0.11%+1,78513F-HRTimeline
RFG Advisory, LLC28,927$844K0.02%new13F-HRTimeline
Valmark Advisers, Inc.28,237$824K0.01%+13,56613F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC27,262$796K0.02%new13F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC26,366$770K<0.01%+9,64513F-HRTimelineGroup
Herold Advisors, Inc.24,323$710K0.15%new13F-HRTimeline
Lantern Wealth Advisors, LLC24,323$710K0.42%13F-HRTimeline
Gateway Wealth Partners, LLC22,834$667K0.13%+3,63713F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP20,829$608K<0.01%+11,50013F-HRTimelineGroup
Security Financial Services, INC.19,426$567K0.1%new13F-HRTimeline
ORG Partners LLC18,950$550K0.12%+17,73513F-HRTimeline
Balboa Wealth Partners15,145$442K0.09%new13F-HRTimeline
Integrated Wealth Concepts LLC14,410$421K<0.01%new13F-HRTimeline
Bleakley Financial Group, LLC10,188$297K0.01%+2913F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC9,919$289K0.02%new13F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…8,995$263K<0.01%new13F-HRTimelineGroup
MSH Capital Advisors LLC8,953$261K0.08%new13F-HRTimeline
Mutual Advisors, LLC8,601$256K0.01%new13F-HRTimeline
CLG LLC8,514$249K0.08%new13F-HRTimeline
DAVENPORT & Co LLC8,400$245K<0.01%new13F-HRTimeline
Advisor Resource Council7,840$229K0.11%new13F-HRTimeline
Mayflower Financial Advisors, LLC7,567$221K0.03%new13F-HRTimeline
Geneos Wealth Management Inc.7,129$208K0.01%+6,56813F-HRTimeline
Armstrong, Fleming & Moore, Inc7,089$207K0.11%new13F-HRTimeline
PFG Advisors6,904$202K0.01%new13F-HRTimeline
SITTNER & NELSON, LLC6,888$201K0.08%013F-HRTimeline
Whipplewood Advisors, LLC1,450$42.3K0.02%new13F-HRTimeline
IFP Advisors, Inc1,211$35.3K<0.01%+53913F-HRTimeline
CWM, LLCin group CWM, LLC983$29K<0.01%new13F-HRTimelineGroup
Farther Finance Advisors, LLC621$18.1K<0.01%new13F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY358$10.4K<0.01%new13F-HRTimelineGroup
Capital Analysts, LLCin group Capital Analysts, LLC206$6K<0.01%013F-HRTimelineGroup
Arax Advisory Partners108$3.15K<0.01%new13F-HRTimeline
MAI Capital Management60$1.75K<0.01%new13F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…7$205<0.01%new13F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1$29<0.01%-28913F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.