Skip to content
Disclosery

CGGE CAPITAL GROUP GLOBAL EQUITY

Follow

SHS (fund)

155 managers (157 13F filers) reported a position in CGGE shares at 2025-12-31, 50,721,276 shares in all. 31 filers opened a position and 3 filers sold out during the quarter.

Managers
155
13F filers
157
New
31
Added
92
Reduced
13
Sold out
3
Shares held by filers
50,721,276

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, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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 holding12,407,855$392M+1,684,662Timeline
Capital Group Private Client Services, …in group CAPITAL GROUP INVESTMENT MANA…5,413,104$171M2.73%+932,10913F-HRTimelineGroup
Capital International Investorsin group Capital International Investo…3,801,915$120M0.02%+3,777,29613F-HRTimelineGroup
Cetera Investment Advisers2,825,862$89.4M0.1%+402,15213F-HRTimeline
LPL Financial LLC2,741,720$86.7M0.02%+826,24713F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN2,334,375$73.8M0.01%+1,822,74713F-HRTimelineGroup
MML INVESTORS SERVICES, LLC1,554,291$49.2M0.12%+193,67713F-HRTimeline
Larson Financial Group LLC1,363,320$43.1M1.44%+165,85313F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC1,212,952$38.4M0.08%+241,40613F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,103,456$34.9M0.01%+106,17713F-HRTimelineGroup
Clarius Group, LLC1,103,189$34.9M1.99%new13F-HRTimeline
Cambridge Investment Research Advisors,…996,254$31.5M0.08%+797,01513F-HRTimeline
Janney Montgomery Scott LLC784,574$24.8M0.06%+202,16713F-HRTimeline
NewEdge Advisors, LLC745,919$23.6M0.09%+247,79713F-HRTimeline
Vestmark Advisory Solutions, Inc.724,587$22.9M0.31%+62,33813F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC655,790$20.7M0.03%+188,24413F-HRTimeline
&PARTNERS644,201$20.4M0.11%+325,82513F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC619,247$19.6M0.22%+240,19413F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.608,892$19.3M0.03%+3,51213F-HRTimelineGroup
James Reed Financial Services, Inc.598,625$18.9M15.17%+226,28013F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC512,911$16.2M0.01%+326,87413F-HRTimelineGroup
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…483,650$15.3M0.18%+246,09113F-HRTimelineGroup
Orion Porfolio Solutions, LLC424,260$13.4M0.1%+22,24613F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC400,000$12.7M0.01%+151,40413F-HRTimelineGroup
Smartleaf Asset Management LLC361,584$11.5M0.44%+57,82013F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP353,948$11.2M0.01%+37,72713F-HRTimelineGroup
Strategic Blueprint, LLC312,147$9.87M0.58%+19,65013F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.285,813$9.04M0.1%+56,68013F-HRTimelineGroup
STEPHENS INC /AR/in group Stephens Investment Managemen…256,679$8.12M0.1%+22,82613F-HRTimelineGroup
Intrua Financial, LLC224,506$7.1M0.78%+44,54013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC211,433$6.69M0.1%+49,74413F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP192,282$6.08M<0.01%+61,76013F-HRTimelineGroup
Venture Visionary Partners LLC182,679$5.78M0.19%+124,15013F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.170,451$5.39M0.06%+53,15813F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…163,258$5.16M0.01%+151,07213F-HRTimelineGroup
Merit Financial Group, LLC149,261$4.72M0.04%+26513F-HRTimeline
Merited Wealth, LLC130,225$4.12M3.82%13F-HRTimeline
Private Advisor Group, LLC130,078$4.11M0.02%+23,84913F-HRTimeline
KINTRA WEALTH, LLC129,670$4.1M0.57%+58,31513F-HRTimeline
Aprio Wealth Management, LLC129,370$4.09M0.23%new13F-HRTimeline
LongView Wealth Management121,730$3.99M0.96%+20,80013F-HRTimeline
Hopwood Nicholas Hunter125,339$3.96M1.29%13F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC121,745$3.85M0.03%+15,14513F-HRTimelineGroup
GTS SECURITIES LLC113,738$3.6M0.12%new13F-HRTimeline
Valmark Advisers, Inc.112,660$3.56M0.04%+36,86213F-HRTimeline
HARBOUR INVESTMENTS, INC.109,800$3.47M0.07%+35,11913F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP103,538$3.27M<0.01%+42,03013F-HRTimelineGroup
Sovran Advisors, LLC99,717$3.25M0.28%+3,04413F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…91,342$2.89M0.07%-1,11913F-HRTimelineGroup
Integrated Wealth Concepts LLC83,653$2.65M0.03%+40,30513F-HRTimeline
Blueprint Investment Partners LLCgroup of 2 filers holding77,045$2.44M+25,581Timeline
Gateway Wealth Partners, LLC69,985$2.21M0.25%+21,89813F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC69,745$2.21M0.13%+30,24613F-HRTimeline
Mariner, LLCin group Mariner, LLC65,544$2.07M<0.01%+18,84913F-HRTimelineGroup
Boyer Financial Services, Inc.63,997$2.05M2.17%13F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC64,240$2.03M0.01%+12,79913F-HRTimelineGroup
SFG Wealth Management, LLC.57,293$1.81M0.71%-27913F-HRTimeline
ORG Partners LLC57,283$1.81M0.32%+28,41613F-HRTimeline
Capital Investment Management, Inc.56,548$1.79M0.63%13F-HRTimeline
BNB Wealth Management, LLC56,462$1.79M1.15%13F-HRTimeline
FLOW TRADERS U.S. LLC56,158$1.78M0.06%+44,39313F-HRTimeline
A&I FINANCIAL SERVICES, LLC54,295$1.72M0.82%+3,81913F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC48,979$1.55M0.03%+8,27413F-HRTimeline
PFG Advisors47,787$1.51M0.07%+22,42613F-HRTimeline
Security Financial Services, INC.46,786$1.48M0.23%+9,34813F-HRTimeline
Tempus Wealth Planning, LLC46,615$1.47M0.34%+4,25813F-HRTimeline
Koshinski Asset Management, Inc.45,001$1.42M0.09%+19,28813F-HRTimeline
RFG Advisory, LLC44,359$1.4M0.03%-53913F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC44,316$1.4M0.03%+2,65413F-HRTimeline
Advyzon Investment Management, LLC37,454$1.18M0.14%new13F-HRTimeline
Vantus Wealth LLC37,139$1.17M0.87%13F-HRTimeline
CAPTRUST FINANCIAL ADVISORS37,003$1.17M<0.01%+5,21413F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC35,427$1.12M<0.01%-220,49413F-HRTimelineGroup
KINGSWOOD WEALTH ADVISORS, LLC33,738$1.07M0.05%new13F-HRTimeline
DAVENPORT & Co LLC32,527$1.03M0.01%+23,77713F-HRTimeline
Principle Wealth Partners LLC32,090$1.02M0.06%+1,26313F-HRTimeline
Simplicity Wealth,LLC31,507$997K0.06%+9513F-HRTimeline
HRT FINANCIAL LP29,416$930K<0.01%new13F-HRTimeline
IAG Wealth Partners, LLC28,501$901K0.1%-97813F-HRTimeline
Lantern Wealth Advisors, LLC28,212$892K0.47%+3,72813F-HRTimeline
HighPoint Advisor Group LLC27,905$883K0.02%new13F-HRTimeline
ARQ WEALTH ADVISORS, LLC27,419$867K0.23%+12,60113F-HRTimeline
CLG LLC25,571$809K0.2%+11,24613F-HRTimeline
Canandaigua National Trust Co of Florida25,060$793K0.5%new13F-HRTimeline
Atria Investments, Inc24,856$786K0.01%+15,41113F-HRTimeline
WEDBUSH SECURITIES INC24,643$779K0.02%-18013F-HRTimeline
J. Derek Lewis & Associates Inc.24,504$775K0.18%13F-HRTimeline
GWN SECURITIES INC.23,712$750K0.15%+10,54913F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…20,355$644K0.05%+7,75113F-HRTimelineGroup
Investment Planning Advisors, Inc.19,863$628K0.18%-2,60113F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers19,541$618K<0.01%+1,24313F-HRTimelineGroup
Balboa Wealth Partners18,631$589K0.1%+61613F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP18,063$571K<0.01%new13F-HRTimelineGroup
MSH Capital Advisors LLC17,537$555K0.12%+4,30313F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC17,428$551K0.02%+23813F-HRTimelineGroup
VestGen Investment Management16,261$514K0.29%-49913F-HRTimeline
Geneos Wealth Management Inc.15,763$499K0.01%+14,92313F-HRTimeline
Compton Financial Group, LLC15,481$490K0.11%new13F-HRTimeline
Mutual Advisors, LLC15,421$488K0.01%+52313F-HRTimeline
Advisor Resource Council15,228$482K0.17%013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC14,249$450K0.01%+2,59213F-HR/ATimelineGroup
MGO ONE SEVEN LLC14,154$448K0.01%new13F-HRTimeline
Ausdal Financial Partners, Inc.13,891$439K0.02%+50113F-HRTimeline
CONTINENTAL INVESTORS SERVICES, INC.12,160$392K0.51%-63013F-HRTimeline
Prospera Financial Services Inc12,300$389K0.01%+3,70813F-HRTimeline
Bleakley Financial Group, LLC11,372$360K0.01%new13F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC11,367$360K0.01%new13F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC11,063$350K<0.01%new13F-HR/ATimelineGroup
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…10,403$329K0.01%+8,80013F-HRTimelineGroup
GeoWealth Management, LLC10,283$325K0.01%+2,29313F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.10,089$319K<0.01%new13F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…9,470$300K<0.01%+5,12213F-HR/ATimelineGroup
Visionary Wealth Advisors9,232$292K0.01%new13F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.9,107$288K0.02%new13F-HRTimelineGroup
Stonebridge Financial Group, LLC / MO7,657$242K0.21%13F-HRTimeline
SITTNER & NELSON, LLC7,399$241K0.09%+1113F-HRTimeline
Mayflower Financial Advisors, LLC7,567$239K0.03%013F-HRTimeline
IFG Advisory, LLC7,521$238K0.01%-1,39113F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …7,510$238K<0.01%new13F-HRTimelineGroup
Farther Finance Advisors, LLC7,470$236K<0.01%+1,64613F-HRTimeline
Financial Council, LLC7,272$230K0.09%new13F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC7,220$228K0.02%new13F-HRTimeline
COMERICA BANK7,108$225K<0.01%+4,43113F-HRTimeline
Armstrong, Fleming & Moore, Inc7,090$224K0.1%+113F-HRTimeline
Concorde Asset Management, LLC6,663$211K0.08%-4113F-HRTimeline
Global Retirement Partners, LLC6,282$199K<0.01%new13F-HRTimeline
LANARK FINANCIAL, INC.3,779$120K0.01%+1613F-HRTimeline
Birchwood Financial Partners, Inc.2,750$87K0.09%13F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO2,467$78K<0.01%+1,94913F-HRTimelineGroup
TD Waterhouse Canada Inc.1,842$58.2K<0.01%new13F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.1,727$54.6K<0.01%-64713F-HRTimelineGroup
Whipplewood Advisors, LLC1,450$45.9K0.03%013F-HRTimeline
IFP Advisors, Inc1,238$39.2K<0.01%+313F-HRTimeline
UBS Group AGin group UBS Group AG1,175$37.2K<0.01%013F-HRTimelineGroup
Wellington Grp LLC1,175$37.2K0.01%13F-HR/ATimeline
Financial Perspectives, Inc1,145$36.2K0.01%+513F-HRTimeline
CWM, LLCin group CWM, LLC1,102$35K<0.01%+11913F-HRTimelineGroup
Steward Partners Investment Advisory, L…358$11.3K<0.01%+9613F-HRTimeline
ROTHSCHILD INVESTMENT LLC325$10.3K<0.01%new13F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY300$9.49K<0.01%013F-HR/ATimelineGroup
Signature Equity Partners, LLC212$6.71K<0.01%13F-HRTimeline
CENTRAL TRUST Co207$6.55K<0.01%new13F-HRTimeline
CoreCap Advisors, LLC109$3.45K<0.01%new13F-HRTimeline
Arax Advisory Partners108$3.42K<0.01%013F-HRTimeline
AMERIFLEX GROUP, INC.95$3.02K<0.01%-34113F-HRTimeline
CX Institutional107$3K<0.01%new13F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC87$2.76K<0.01%new13F-HRTimeline
Greenline Wealth Management LLC79$2.5K<0.01%13F-HRTimeline
Rossby Financial, LCC68$2.15K<0.01%new13F-HRTimeline
MAI Capital Management60$1.9K<0.01%013F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…49$1.55K<0.01%013F-HRTimelineGroup
AdvisorNet Financial, Inc17$540<0.01%new13F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…7$223<0.01%013F-HRTimelineGroup
FMR LLCin group FMR LLC3$95<0.01%new13F-HRTimelineGroup
Navalign, LLC2$64<0.01%new13F-HRTimeline