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Disclosery

CGGE CAPITAL GROUP GLOBAL EQUITY

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SHS (fund)

115 managers (117 13F filers) reported a position in CGGE shares at 2025-09-30, 34,248,140 shares in all. 39 filers opened a position and 4 filers sold out during the quarter.

Managers
115
13F filers
117
New
39
Added
63
Reduced
7
Sold out
4
Shares held by filers
34,248,140

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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 holding10,723,193$330M+6,762,119Timeline
Capital Group Private Client Services, …in group CAPITAL GROUP INVESTMENT MANA…4,480,995$138M2.31%+1,722,09613F-HRTimelineGroup
Cetera Investment Advisers2,423,710$74.6M0.09%+1,280,77413F-HRTimeline
LPL Financial LLC1,915,473$59M0.02%+1,231,97313F-HRTimeline
MML INVESTORS SERVICES, LLC1,360,614$41.9M0.11%+675,14213F-HRTimeline
Larson Financial Group LLC1,197,467$36.9M1.3%+393,87613F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA997,279$30.7M0.01%+462,07113F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC971,546$29.9M0.06%+928,85913F-HRTimelineGroup
Vestmark Advisory Solutions, Inc.662,249$20.4M0.39%new13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.605,380$18.3M0.03%+438,15913F-HRTimelineGroup
Janney Montgomery Scott LLC582,407$17.9M0.04%+528,92113F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN511,628$15.8M<0.01%new13F-HRTimelineGroup
NewEdge Advisors, LLC498,122$15.3M0.07%+68,27413F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC467,546$14.4M0.02%+123,69113F-HRTimeline
Orion Porfolio Solutions, LLC402,014$12.4M0.1%new13F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC379,053$11.7M0.13%+239,04713F-HRTimelineGroup
James Reed Financial Services, Inc.372,345$11.5M10.28%-23,13313F-HRTimeline
&PARTNERS318,376$9.83M0.06%+167,70913F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP316,221$9.74M0.01%+256,72413F-HRTimelineGroup
Smartleaf Asset Management LLC303,764$9.29M0.57%new13F-HRTimeline
Strategic Blueprint, LLC292,497$9.01M0.39%+23,72213F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC255,921$7.88M0.01%+229,55513F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC248,596$7.65M0.01%+213,82413F-HRTimelineGroup
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…237,559$7.31M0.13%+70,20913F-HRTimelineGroup
STEPHENS INC /AR/in group Stephens Investment Managemen…233,853$7.2M0.09%+33,38513F-HRTimelineGroup
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.229,133$7.06M0.08%+86,89613F-HRTimelineGroup
Cambridge Investment Research Advisors,…199,239$6.13M0.02%+78,94713F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC186,037$5.73M<0.01%+70,09213F-HRTimelineGroup
Intrua Financial, LLC179,966$5.54M0.65%+56,09613F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC161,689$4.98M0.08%new13F-HRTimelineGroup
Merit Financial Group, LLC148,996$4.59M0.04%+21,50913F-HR/ATimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP130,522$3.99M<0.01%+40,64613F-HRTimelineGroup
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.117,293$3.61M0.04%+69,23513F-HRTimelineGroup
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC106,600$3.28M0.03%new13F-HRTimelineGroup
Private Advisor Group, LLC106,229$3.27M0.02%+24,21913F-HRTimeline
LongView Wealth Management100,930$3.11M0.84%+43,90513F-HRTimeline
Sovran Advisors, LLC96,673$3.03M0.27%+10,63513F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…92,461$2.85M0.07%+80113F-HRTimelineGroup
Valmark Advisers, Inc.75,798$2.33M0.03%+47,56113F-HRTimeline
HARBOUR INVESTMENTS, INC.74,681$2.3M0.05%+29,98013F-HRTimeline
KINTRA WEALTH, LLC71,355$2.2M1.24%+27,79813F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP61,508$1.89M<0.01%+40,67913F-HRTimelineGroup
Venture Visionary Partners LLC58,529$1.8M0.06%+28,63513F-HRTimeline
SFG Wealth Management, LLC.57,572$1.77M0.77%new13F-HRTimeline
Blueprint Investment Partners LLCgroup of 2 filers holding51,464$1.58MnewTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC51,441$1.58M0.01%+11,85213F-HRTimelineGroup
A&I FINANCIAL SERVICES, LLC50,476$1.56M0.76%+10,01013F-HRTimeline
Gateway Wealth Partners, LLC48,087$1.48M0.2%+25,25313F-HRTimeline
Mariner, LLCin group Mariner, LLC46,695$1.44M<0.01%+13,07313F-HRTimelineGroup
RFG Advisory, LLC44,898$1.38M0.03%+15,97113F-HRTimeline
Integrated Wealth Concepts LLC43,348$1.33M0.01%+28,93813F-HRTimeline
Tempus Wealth Planning, LLC42,357$1.3M0.3%new13F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC41,662$1.28M0.03%+14,40013F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC40,705$1.25M0.02%+10,96413F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC39,499$1.22M0.08%+29,58013F-HRTimeline
Security Financial Services, INC.37,438$1.15M0.19%+18,01213F-HRTimeline
ORG Partners LLC28,867$1.03M0.19%+9,91713F-HRTimeline
CAPTRUST FINANCIAL ADVISORS31,789$979K<0.01%+2,28513F-HRTimeline
Simplicity Wealth,LLC31,412$967K0.06%new13F-HRTimeline
Principle Wealth Partners LLC30,827$949K0.06%new13F-HRTimeline
IAG Wealth Partners, LLC29,479$908K0.11%+40013F-HRTimeline
Koshinski Asset Management, Inc.25,713$792K0.05%new13F-HRTimeline
PFG Advisors25,361$781K0.03%+18,45713F-HRTimeline
WEDBUSH SECURITIES INC24,823$764K0.02%new13F-HRTimeline
Capital International Investorsin group Capital International Investo…24,619$758K<0.01%-56,85113F-HRTimelineGroup
Lantern Wealth Advisors, LLC24,484$754K0.4%+16113F-HRTimeline
Investment Planning Advisors, Inc.22,464$692K0.22%-554,76913F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers18,298$563K<0.01%new13F-HRTimelineGroup
Balboa Wealth Partners18,015$555K0.1%+2,87013F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC17,190$529K0.02%new13F-HRTimelineGroup
VestGen Investment Management16,760$516K0.31%new13F-HRTimeline
Advisor Resource Council15,228$469K0.63%+7,38813F-HRTimeline
Mutual Advisors, LLC14,898$463K0.01%+6,29713F-HRTimeline
ARQ WEALTH ADVISORS, LLC14,818$456K0.14%new13F-HRTimeline
CLG LLC14,325$441K0.12%+5,81113F-HRTimeline
Ausdal Financial Partners, Inc.13,390$412K0.02%new13F-HRTimeline
MSH Capital Advisors LLC13,234$407K0.11%+4,28113F-HRTimeline
GWN SECURITIES INC.13,163$405K0.09%new13F-HRTimeline
CONTINENTAL INVESTORS SERVICES, INC.12,790$396K0.59%new13F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…12,604$388K0.03%new13F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…12,186$375K<0.01%-69,81113F-HRTimelineGroup
FLOW TRADERS U.S. LLC11,765$362K0.01%new13F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC11,657$359K0.01%+11,45113F-HRTimelineGroup
Atria Investments, Inc9,445$291K<0.01%new13F-HRTimeline
IFG Advisory, LLC8,912$274K0.01%new13F-HRTimeline
DAVENPORT & Co LLC8,750$269K<0.01%+35013F-HRTimeline
Prospera Financial Services Inc8,592$265K<0.01%new13F-HRTimeline
GeoWealth Management, LLC7,990$246K0.01%new13F-HRTimeline
Mayflower Financial Advisors, LLC7,567$233K0.03%013F-HRTimeline
SITTNER & NELSON, LLC7,388$227K0.08%+50013F-HRTimeline
Armstrong, Fleming & Moore, Inc7,089$218K0.1%013F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/6,820$210K<0.01%+6,81913F-HR/ATimelineGroup
WORLD EQUITY GROUP, INC.6,775$209K0.05%new13F-HRTimeline
Concorde Asset Management, LLC6,704$208K0.09%13F-HRTimeline
Farther Finance Advisors, LLC5,824$179K<0.01%+5,20313F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…4,348$134K<0.01%-4,64713F-HRTimelineGroup
LANARK FINANCIAL, INC.3,763$116K0.01%new13F-HRTimeline
COMERICA BANK2,677$82.4K<0.01%new13F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.2,374$73.1K<0.01%new13F-HRTimelineGroup
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…1,603$49.4K<0.01%new13F-HRTimelineGroup
Whipplewood Advisors, LLC1,450$44.6K0.03%013F-HRTimeline
IFP Advisors, Inc1,235$38K<0.01%+2413F-HR/ATimeline
UBS Group AGin group UBS Group AG1,175$36.2K<0.01%new13F-HRTimelineGroup
Financial Perspectives, Inc1,140$35.1K0.01%new13F-HRTimeline
CWM, LLCin group CWM, LLC983$30K<0.01%013F-HRTimelineGroup
Geneos Wealth Management Inc.840$25.9K<0.01%-6,28913F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO518$15.9K<0.01%new13F-HR/ATimelineGroup
AMERIFLEX GROUP, INC.436$13.4K0.01%new13F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY300$9.24K<0.01%-5813F-HR/ATimelineGroup
Steward Partners Investment Advisory, L…262$8.07K<0.01%new13F-HRTimeline
Advisory Services Network, LLC244$7.51K<0.01%new13F-HRTimeline
Arax Advisory Partners108$3.33K<0.01%013F-HRTimeline
MAI Capital Management60$1.85K<0.01%013F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…49$1.51K<0.01%new13F-HRTimelineGroup
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…7$216<0.01%013F-HRTimelineGroup