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Disclosery

CGGE CAPITAL GROUP GLOBAL EQUITY

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SHS (fund)

165 managers (170 13F filers) reported a position in CGGE shares at 2026-03-31, 70,049,555 shares in all. 26 filers opened a position and 9 filers sold out during the quarter.

Managers
165
13F filers
170
New
26
Added
103
Reduced
19
Sold out
9
Shares held by filers
70,049,555

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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 holding14,407,390$439M+1,999,535Timeline
Capital International Investorsin group Capital International Investo…8,002,856$244M0.06%+4,200,94113F-HRTimelineGroup
Capital Group Private Client Services, …in group CAPITAL GROUP INVESTMENT MANA…6,918,527$211M3.56%+1,505,42313F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN4,734,166$144M0.03%+2,399,79113F-HR/ATimelineGroup
LPL Financial LLC3,945,807$120M0.03%+1,204,08713F-HRTimeline
Cetera Investment Advisers3,285,183$100M0.11%+459,32113F-HRTimeline
Clearstead Advisors, LLC2,749,114$83.8M0.77%new13F-HRTimeline
Larson Financial Group LLC1,577,926$48.1M1.54%+214,60613F-HRTimeline
MML INVESTORS SERVICES, LLC1,576,137$48.1M0.13%+21,84613F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC1,429,913$43.6M0.09%+216,96113F-HRTimelineGroup
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC1,298,512$39.6M0.39%+679,26513F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC1,226,469$37.4M0.05%+570,67913F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,198,245$36.5M0.01%+94,78913F-HRTimelineGroup
Janney Montgomery Scott LLC1,156,513$35.3M0.09%+371,93913F-HRTimeline
Cambridge Investment Research Advisors,…1,081,536$33M0.09%+85,28213F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.966,844$29.5M0.04%+357,95213F-HRTimelineGroup
Vestmark Advisory Solutions, Inc.885,670$27M0.3%+161,08313F-HRTimeline
NewEdge Advisors, LLC854,249$26.1M0.09%+108,33013F-HR/ATimeline
&PARTNERS754,025$23M0.11%+109,82413F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC589,046$18M0.01%+76,13513F-HRTimelineGroup
James Reed Financial Services, Inc.586,128$17.9M15.48%-12,49713F-HRTimeline
Orion Porfolio Solutions, LLC523,335$16M0.14%+99,07513F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC486,152$14.8M0.02%+86,15213F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP403,117$12.3M0.02%+49,16913F-HRTimelineGroup
Smartleaf Asset Management LLC394,290$11.6M0.42%+32,70613F-HRTimeline
Compton Financial Group, LLC363,042$11.1M2.45%+347,56113F-HRTimeline
Gateway Wealth Partners, LLC356,920$10.9M0.42%+286,93513F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP347,872$10.3M<0.01%+155,59013F-HRTimelineGroup
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.329,108$10M0.11%+43,29513F-HRTimelineGroup
TD Waterhouse Canada Inc.324,860$10M0.03%+323,01813F-HRTimeline
Strategic Blueprint, LLC323,839$9.88M0.57%+11,69213F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…304,297$9.28M0.12%+47,61813F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP267,687$8.16M0.01%+164,14913F-HRTimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC248,519$7.58M0.11%+37,08613F-HRTimelineGroup
Intrua Financial, LLC244,922$7.47M0.8%+20,41613F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…233,304$7.12M0.08%-250,34613F-HRTimelineGroup
KINTRA WEALTH, LLC218,540$6.67M0.47%+88,87013F-HRTimeline
HARBOUR INVESTMENTS, INC.208,665$6.36M0.1%+98,86513F-HRTimeline
Venture Visionary Partners LLC196,146$5.98M0.2%+13,46713F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…193,663$5.91M0.15%+102,32113F-HRTimelineGroup
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.187,004$5.7M0.06%+16,55313F-HRTimelineGroup
Private Advisor Group, LLC179,592$5.48M0.03%+49,51413F-HRTimeline
UBS Group AGgroup of 2 filers holding175,424$5.35M+174,249Timeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…166,277$5.07M0.01%+3,01913F-HRTimelineGroup
Valmark Advisers, Inc.155,239$4.73M0.06%+42,57913F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…151,449$4.62M0.08%new13F-HRTimelineGroup
Merit Financial Group, LLC148,863$4.54M0.03%-39813F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC138,967$4.24M0.03%+17,22213F-HRTimelineGroup
LongView Wealth Management125,471$4.13M1.04%+3,74113F-HRTimeline
Merited Wealth, LLC133,710$4.08M3.38%+3,48513F-HRTimeline
Aprio Wealth Management, LLC129,450$3.95M0.22%+8013F-HRTimeline
Hopwood Nicholas Hunter127,818$3.9M1.24%+2,47913F-HRTimeline
AMG Asset Management Group, Inc.126,260$3.85M2.99%new13F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding125,325$3.82M+61,085Timeline
Integrated Wealth Concepts LLC111,835$3.41M0.03%+28,18213F-HRTimeline
Sovran Advisors, LLC102,388$3.39M0.27%+2,67113F-HRTimeline
Mariner, LLCin group Mariner, LLC110,768$3.38M<0.01%+45,22413F-HRTimelineGroup
THOROUGHBRED FINANCIAL SERVICES, LLC95,546$2.91M0.17%+25,80113F-HRTimeline
Blueprint Investment Partners LLCgroup of 2 filers holding90,826$2.77M+13,781Timeline
Boyer Financial Services, Inc.72,680$2.22M2.35%+8,68313F-HRTimeline
A&I FINANCIAL SERVICES, LLC65,713$2M0.95%+11,41813F-HRTimeline
Capital Investment Management, Inc.65,024$1.98M0.68%+8,47613F-HRTimeline
PFG Advisors58,881$1.8M0.09%+11,09413F-HRTimeline
HighPoint Advisor Group LLC57,694$1.76M0.07%+29,78913F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/57,457$1.75M<0.01%new13F-HRTimelineGroup
SFG Wealth Management, LLC.57,240$1.75M0.72%-5313F-HRTimeline
BNB Wealth Management, LLC56,390$1.72M1.1%-7213F-HRTimeline
Security Financial Services, INC.55,949$1.71M0.27%+9,16313F-HRTimeline
Koshinski Asset Management, Inc.54,282$1.66M0.1%+9,28113F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC52,215$1.59M0.03%+3,23613F-HRTimeline
Ashton Thomas Private Wealth, LLC52,081$1.59M0.04%new13F-HRTimeline
World Investment Advisors52,066$1.59M0.03%new13F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC48,227$1.47M0.04%+33,97813F-HRTimelineGroup
RFG Advisory, LLC47,553$1.45M0.03%+3,19413F-HRTimeline
Tempus Wealth Planning, LLC47,268$1.44M0.33%+65313F-HRTimeline
Lantern Wealth Advisors, LLC46,819$1.43M0.73%+18,60713F-HRTimeline
DAVENPORT & Co LLC46,228$1.41M0.01%+13,70113F-HRTimeline
Atria Investments, Inc46,176$1.41M0.02%+21,32013F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…44,506$1.36M0.12%+24,15113F-HRTimelineGroup
INDEPENDENT FINANCIAL GROUP, LLC43,347$1.32M0.03%-96913F-HR/ATimeline
CAPTRUST FINANCIAL ADVISORS43,009$1.31M<0.01%+6,00613F-HRTimeline
Advyzon Investment Management, LLC40,605$1.24M0.11%+3,15113F-HRTimeline
ARQ WEALTH ADVISORS, LLC40,484$1.23M0.22%+13,06513F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC36,305$1.11M0.02%+24,93813F-HRTimelineGroup
Geneos Wealth Management Inc.35,964$1.1M0.03%+20,20113F-HRTimeline
IAG Wealth Partners, LLC34,208$1.04M0.12%+5,70713F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC34,086$1.04M0.05%+34813F-HRTimeline
Simplicity Wealth,LLC33,036$1.01M0.06%+1,52913F-HRTimeline
GWN SECURITIES INC.31,095$948K0.18%+7,38313F-HRTimeline
LANDAAS & CO /WI /ADV30,432$928K0.2%new13F-HRTimeline
Principle Wealth Partners LLC30,360$926K0.05%-1,73013F-HRTimeline
J. Derek Lewis & Associates Inc.30,340$925K0.21%+5,83613F-HR/ATimeline
CLG LLC27,726$846K0.21%+2,15513F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp26,765$816K<0.01%new13F-HRTimelineGroup
NATIXIS ADVISORS, LLCin group Natixis Investment Managers24,796$756K<0.01%+5,25513F-HRTimelineGroup
WEDBUSH SECURITIES INC24,389$744K0.02%-25413F-HRTimeline
Investment Planning Advisors, Inc.22,476$686K0.19%+2,61313F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…20,420$623K<0.01%new13F-HRTimelineGroup
VestGen Advisors, LLC17,817$599K0.02%new13F-HRTimeline
Balboa Wealth Partners19,586$597K0.1%+95513F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP19,316$589K<0.01%+1,25313F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.18,498$585K<0.01%+8,40913F-HRTimelineGroup
Mutual Advisors, LLC18,255$557K0.01%+2,83413F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC17,187$524K0.02%-24113F-HRTimelineGroup
Farther Finance Advisors, LLC16,519$511K<0.01%+9,04913F-HRTimeline
MSH Capital Advisors LLC16,509$504K0.11%-1,02813F-HRTimeline
Prospera Financial Services Inc16,436$501K0.01%+4,13613F-HRTimeline
TCFG Investment Advisors, LLCgroup of 2 filers holding15,998$488KnewTimeline
VestGen Investment Management15,135$462K0.25%-1,12613F-HRTimeline
Ausdal Financial Partners, Inc.14,137$431K0.02%+24613F-HRTimeline
MGO ONE SEVEN LLC14,102$430K0.01%-5213F-HRTimeline
Visionary Wealth Advisors13,320$406K0.02%+4,08813F-HRTimeline
GTS SECURITIES LLC12,612$385K0.01%-101,12613F-HRTimeline
DIVERSIFY WEALTH MANAGEMENT, LLCin group Diversify Advisory Services, …11,608$377K0.01%new13F-HRTimelineGroup
Bleakley Financial Group, LLC12,079$368K0.01%+70713F-HRTimeline
WORLD EQUITY GROUP, INC.11,898$363K0.09%new13F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC11,063$337K<0.01%013F-HRTimelineGroup
SILVER OAK SECURITIES, INCORPORATED11,041$337K0.02%new13F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…10,555$322K<0.01%+1,08513F-HRTimelineGroup
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …10,179$310K<0.01%+2,66913F-HRTimelineGroup
GeoWealth Management, LLC9,959$304K0.01%-32413F-HRTimeline
Sigma Planning Corp9,409$287K0.01%new13F-HRTimeline
Vermillion & White Wealth Management Gr…9,341$285K0.16%new13F-HR/ATimeline
Latitude Advisors, LLC8,597$262K0.12%new13F-HRTimeline
CONTINENTAL INVESTORS SERVICES, INC.7,691$260K0.25%-4,46913F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…8,382$258K<0.01%new13F-HRTimeline
Financial Council, LLC8,372$255K0.1%+1,10013F-HRTimeline
McKinney Capital Management, LLC8,214$251K0.22%13F-HRTimeline
HRT FINANCIAL LP7,837$239K<0.01%-21,57913F-HRTimeline
Stonebridge Financial Group, LLC / MO7,657$234K0.2%013F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC7,600$232K0.02%+38013F-HRTimeline
Mayflower Financial Advisors, LLC7,567$231K0.03%013F-HRTimeline
Advisor Resource Council7,527$230K0.09%-7,70113F-HRTimeline
SITTNER & NELSON, LLC7,399$226K0.08%013F-HRTimeline
Armstrong, Fleming & Moore, Inc7,090$216K0.09%013F-HRTimeline
PRIVATE TRUST CO NA6,996$213K0.02%new13F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…6,667$203K0.01%-3,73613F-HRTimelineGroup
MOTCO4,801$146K0.01%new13F-HRTimeline
LANARK FINANCIAL, INC.3,779$115K0.01%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO3,414$101K<0.01%+94713F-HR/ATimelineGroup
Birchwood Financial Partners, Inc.2,750$83.9K0.08%013F-HRTimeline
Advisory Services Network, LLC1,961$59.8K<0.01%new13F-HRTimeline
Whipplewood Advisors, LLC1,450$44.2K0.02%013F-HRTimeline
IFP Advisors, Inc1,356$41.4K<0.01%+11813F-HRTimeline
ROTHSCHILD INVESTMENT LLC1,220$37.2K<0.01%+89513F-HRTimeline
Wellington Grp LLC1,175$35.8K0.01%013F-HRTimeline
Financial Perspectives, Inc1,145$34.9K0.01%013F-HRTimeline
CWM, LLCin group CWM, LLC1,038$31.7K<0.01%-6413F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY1,020$31.1K<0.01%+72013F-HRTimelineGroup
FMR LLCin group FMR LLC871$26.6K<0.01%+86813F-HRTimelineGroup
Synergy Investment Management, LLC700$21.4K0.01%new13F-HRTimeline
GoalVest Advisory LLC569$17.4K<0.01%new13F-HRTimeline
Steward Partners Investment Advisory, L…547$16.7K<0.01%+18913F-HRTimeline
MassMutual Private Wealth & Trust, FSB522$15.9K<0.01%new13F-HRTimeline
Rossby Financial, LCC247$7.63K<0.01%+17913F-HRTimeline
Signature Equity Partners, LLC212$6.47K<0.01%013F-HRTimeline
CENTRAL TRUST Co207$6.31K<0.01%013F-HRTimeline
CoreCap Advisors, LLC109$3.33K<0.01%013F-HRTimeline
Arax Advisory Partners108$3.29K<0.01%013F-HRTimeline
CX Institutional107$3K<0.01%013F-HRTimeline
AMERIFLEX GROUP, INC.95$2.91K<0.01%013F-HRTimeline
MAI Capital Management60$1.83K<0.01%013F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…49$1.5K<0.01%013F-HRTimelineGroup
AdvisorNet Financial, Inc17$521<0.01%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…7$215<0.01%013F-HR/ATimelineGroup