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Disclosery

CGGO CAPITAL GROUP GBL GROWTH EQT

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SHS CREAT UNIT (common)

446 managers (453 13F filers) reported a position in CGGO shares at 2026-06-30, 217,508,642 shares in all. 57 filers opened a position and 19 filers sold out during the quarter.

Managers
446
13F filers
453
New
57
Added
225
Reduced
104
Sold out
19
Shares held by filers
217,508,642

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
Capital Group Private Client Services, …in group CAPITAL GROUP INVESTMENT MANA…24,774,736$1.05B14.78%+1,131,73413F-HRTimelineGroup
LPL Financial LLC18,115,822$767M0.17%+1,118,38513F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC14,975,499$634M0.17%+1,325,87613F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding13,096,842$554M+885,552Timeline
MORGAN STANLEYin group MORGAN STANLEY13,059,538$553M0.03%+1,096,27713F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…10,795,701$457M0.24%-63,69813F-HRTimelineGroup
Cetera Investment Advisers8,838,361$374M0.34%+541,88213F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN8,781,261$372M0.06%+1,545,81213F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP6,460,417$266M0.11%+1,033,85313F-HRTimelineGroup
Forge Financial Services LLC5,752,864$244M20.97%-74,52513F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC5,512,320$233M0.29%-47,78513F-HRTimeline
UBS Group AGgroup of 2 filers holding4,869,018$206M+447,738Timeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.4,782,747$202M0.24%+982,51613F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA3,997,091$169M0.03%-68,40113F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/3,892,017$165M0.01%-117,21113F-HRTimelineGroup
Cambridge Investment Research Advisors,…3,532,974$150M0.34%+172,10713F-HR/ATimeline
MML INVESTORS SERVICES, LLC3,510,585$149M0.3%+693,75113F-HRTimeline
Kestra Advisory Services, LLCgroup of 3 filers holding2,584,379$109M+206,658Timeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO2,181,653$92.3M0.08%+218,48113F-HRTimelineGroup
&PARTNERS1,805,738$76.5M0.31%-138,75613F-HRTimeline
NewEdge Advisors, LLC1,713,417$72.5M0.22%+49,52013F-HRTimeline
Financial Council, LLC1,580,300$66.9M21.7%+21,89013F-HRTimeline
Arlington Financial Advisors, LLC1,459,504$61.8M7.85%-17,61413F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.1,438,602$60.9M0.08%+259,44013F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…1,445,862$59.3M0.1%+53,69013F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP1,246,791$52.8M0.04%+170,02513F-HRTimelineGroup
Focus Partners Wealthin group Focus Partners Wealth1,227,797$52M0.05%+381,52713F-HRTimelineGroup
Janney Montgomery Scott LLC1,215,633$51.5M0.1%+129,93513F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC1,175,063$49.7M0.45%+225,43613F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…1,123,024$47.5M0.04%+1,000,61013F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC1,122,260$47.5M0.08%+201,63913F-HRTimelineGroup
LVW Advisors, LLC955,271$40.4M3.49%-88,94613F-HRTimeline
CAPTRUST FINANCIAL ADVISORS951,959$40.3M0.06%-35,34113F-HRTimeline
Valmark Advisers, Inc.951,110$40.3M0.43%+110,01713F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC899,846$38.1M1.37%-10,35913F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO824,739$34.5M<0.01%-307,99313F-HRTimelineGroup
Private Advisor Group, LLC796,605$33.7M0.15%+51,40213F-HRTimeline
D.A. DAVIDSON & CO.768,466$32.5M0.18%-7,12113F-HRTimeline
J. Derek Lewis & Associates Inc.725,248$30.7M5.8%+68,27013F-HRTimeline
BIP Wealth, LLC691,401$29.3M0.83%-24,57613F-HRTimeline
Wealth Science Advisors LLC669,120$28.3M12.59%+32,72813F-HRTimeline
Reliant Wealth Planning653,161$27.6M7.6%+9,56513F-HRTimeline
Beacon Pointe Advisors, LLC651,051$27.6M0.13%-5,68713F-HRTimeline
Bleakley Financial Group, LLC606,746$25.7M0.33%+72,66913F-HRTimeline
MCF Advisors LLC577,700$24.5M0.87%new13F-HRTimeline
Integrated Wealth Concepts LLC552,691$23.4M0.11%+123,81813F-HRTimeline
HighTower Advisors, LLC548,777$23.2M0.02%+21,02313F-HRTimeline
LifeGoal Investments, LLC536,940$22.7M10.4%+63,10113F-HRTimeline
Ergawealth Advisors, Inc.495,244$21M8.14%+7,62913F-HRTimeline
KWB Wealth488,425$20.7M1.77%+111,53713F-HRTimeline
HARBOUR INVESTMENTS, INC.485,120$20.5M0.28%+47,27213F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…479,981$20.3M0.23%+16,20313F-HRTimelineGroup
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC479,462$20.3M0.25%+27,19213F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP478,630$20.3M0.03%-49,38313F-HR/ATimelineGroup
Stonebridge Financial Group, LLC458,129$19.4M1.47%+4,60113F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers450,582$19.1M0.02%+101,60813F-HRTimelineGroup
Frazier Financial Advisors, LLC414,858$17.6M8.87%+19,53013F-HRTimeline
ROTHSCHILD INVESTMENT LLC406,399$17.2M0.64%+38,56013F-HRTimeline
Vestmark Advisory Solutions, Inc.373,649$15.8M0.15%+28,07113F-HRTimeline
Compton Financial Group, LLC368,876$15.6M3.01%+196,96313F-HRTimeline
Souders Financial Advisors367,342$15.5M1.56%+20,28313F-HRTimeline
Clarity Wealth Advisors, LLC366,115$15.5M2.74%+25,88413F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC360,000$15.2M0.01%-600,00013F-HRTimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC348,629$14.8M0.18%+19,93613F-HRTimelineGroup
SILVER OAK SECURITIES, INCORPORATED338,681$14.3M0.87%+81213F-HRTimeline
BNB Wealth Management, LLC337,545$14.3M7.81%+45213F-HRTimeline
MAI Capital Management326,963$13.8M0.05%+20,70013F-HRTimeline
Steward Partners Investment Advisory, L…315,769$13.4M0.07%+8,90613F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.315,195$13.3M0.08%+7,76913F-HRTimelineGroup
HighPoint Advisor Group LLC301,513$12.8M0.45%+6,73513F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC298,241$12.6M0.29%+37,15213F-HRTimelineGroup
AA Financial Advisors, LLC284,003$12M1.45%-22313F-HRTimeline
Belpointe Asset Management LLC277,104$11.7M0.38%+240,24013F-HRTimeline
Ruggaard & Associates LLC266,143$11.3M4.04%+10,30613F-HRTimeline
Ridgeline Wealth Planning, LLC263,789$11.2M7.08%-76,56413F-HRTimeline
Main Street Financial Solutions, LLC263,577$11.2M0.72%-9,48313F-HRTimeline
MARSHALL WACE, LLPin group MARSHALL WACE, LLP260,704$11M0.01%new13F-HRTimelineGroup
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…257,537$10.9M0.24%+15,13313F-HRTimelineGroup
NavPoint Financial, Inc.255,731$10.8M4.01%+2,78913F-HRTimeline
Arax Advisory Partners248,056$10.5M0.07%+246,41713F-HRTimeline
Mutual Advisors, LLC245,013$10.4M0.2%+30,95513F-HRTimeline
Carson Advisory Inc.242,812$10.3M4.72%+5,84813F-HRTimeline
Smartleaf Asset Management LLC240,674$10.1M0.33%013F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…237,757$10.1M0.27%-1,08013F-HRTimeline
Michael Brady & Co., LLC235,612$9.97M8.8%-30,34513F-HRTimeline
NOVEM GROUP233,427$9.88M1%+176,36413F-HRTimeline
Confluence Wealth Services, Inc.233,162$9.87M0.28%+34,35213F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP232,984$9.86M0.11%+1,15013F-HRTimeline
Kera Capital Partners, Inc.230,171$9.74M0.94%+4,81913F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC228,727$9.68M0.01%+34,42913F-HRTimelineGroup
Farther Finance Advisors, LLC224,876$9.52M0.07%+35,82713F-HRTimeline
Gutierrez Wealth Advisory, LLC222,757$9.43M5.45%-14,52813F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP220,096$9.32M0.01%+55,02513F-HRTimelineGroup
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…217,966$9.23M0.19%+121,68713F-HRTimelineGroup
OneAscent Financial Services LLCin group OneAscent Financial Services …217,803$9.22M0.44%-10,65213F-HRTimelineGroup
Blom & Howell Financial Planning, Inc.202,039$8.55M7.12%+15,10313F-HRTimeline
Orion Porfolio Solutions, LLC190,769$8.08M0.06%-22,20013F-HRTimeline
SMITH, MOORE & CO.185,514$7.85M0.51%+8,49313F-HRTimeline
Johnson Bixby & Associates, LLC183,217$7.76M0.87%-94013F-HRTimeline
Balentine LLC181,149$7.67M0.27%-1,66713F-HRTimeline
Boyer Financial Services, Inc.183,101$7.47M6.3%+9,76913F-HRTimeline
FINANCIAL MANAGEMENT NETWORK INC189,799$7.42M1.07%-1,05013F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC175,235$7.42M0.38%+5,70213F-HRTimeline
Koshinski Asset Management, Inc.173,988$7.36M0.39%+2,65313F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.171,161$7.25M0.07%+2,88913F-HRTimelineGroup
Perennial Investment Advisors, LLC168,346$7.13M0.48%+4,09713F-HRTimeline
Paragon Advisors, LLC165,969$7.03M1.48%+1,71713F-HRTimeline
Burford Brothers, Inc.164,755$6.97M2.56%+73113F-HRTimeline
Smith Thornton Advisors LLC174,374$6.97M3.07%+21,12313F-HRTimeline
FSM Wealth Advisors, LLC162,286$6.87M0.74%-1,14713F-HRTimeline
Gateway Wealth Partners, LLC161,943$6.86M0.41%-88,14113F-HRTimeline
Hopwood Nicholas Hunter158,961$6.73M1.85%+11,16913F-HRTimeline
Strategic Blueprint, LLC157,015$6.65M0.33%+25413F-HRTimeline
AlphaCore Capital LLC147,460$6.24M0.11%-1,86113F-HRTimeline
Geneos Wealth Management Inc.144,988$6.14M0.13%+23,40913F-HRTimeline
Prospera Financial Services Inc144,885$6.13M0.09%-346,36113F-HRTimeline
RPg Family Wealth Advisory, LLC143,812$6.09M1.02%-1,77213F-HR/ATimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…143,277$6.06M0.01%-23,19113F-HRTimelineGroup
Blueprint Investment Partners LLCgroup of 2 filers holding137,810$5.83M+12,286Timeline
DAVENPORT & Co LLC133,792$5.66M0.03%+8,73113F-HRTimeline
PFG Advisors132,869$5.62M0.28%+17,28613F-HRTimeline
Convergence Financial, LLC132,152$5.59M0.44%+125,14313F-HRTimeline
J.W. COLE ADVISORS, INC.131,392$5.56M0.1%new13F-HRTimeline
Entruity Wealth, LLC130,547$5.53M3.58%-13,35813F-HRTimeline
WNY Asset Management, LLC128,582$5.44M0.49%-584,14413F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC128,267$5.43M0.08%+38713F-HRTimeline
CLG LLC126,438$5.35M1.18%+24,03913F-HRTimeline
Bill Few Associates, Inc.124,058$5.25M1.12%+9,42913F-HRTimeline
EQ WEALTH ADVISORS, LLC123,449$5.23M2.87%+7,38913F-HRTimeline
Integrity Advisory Solutions, LLC123,018$5.21M0.54%+8,68313F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding122,439$5.18M+4,152Timeline
CVFG LLC120,595$5.1M0.54%+13,82413F-HRTimeline
ENDEAVOR PRIVATE WEALTH, INC.119,037$5.04M1.22%+1,54213F-HRTimeline
CATALYST FINANCIAL PARTNERS LLC118,002$5M0.5%+2,59613F-HRTimeline
Smallwood Wealth Investment Management,…117,463$4.97M2.17%+1,88013F-HRTimeline
Mariner, LLCin group Mariner, LLC117,068$4.96M0.01%+10,94913F-HRTimelineGroup
O'SHAUGHNESSY ASSET MANAGEMENT, LLC116,079$4.91M0.02%+31,00213F-HRTimeline
Leonard Rickey Investment Advisors P.L.…114,471$4.85M0.76%-1,33913F-HRTimeline
HBW ADVISORY SERVICES LLC110,219$4.67M0.42%+4,80813F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…109,464$4.63M0.04%+4,88313F-HRTimelineGroup
SILVIA MCCOLL WEALTH MANAGEMENT, LLC108,782$4.6M2.77%-1,26913F-HRTimeline
Venture Visionary Partners LLC104,251$4.41M0.12%+28,07413F-HRTimeline
A&I FINANCIAL SERVICES, LLC103,762$4.39M1.91%+10,32913F-HRTimeline
WEST MICHIGAN ADVISORS, LLC103,584$4.38M0.83%+2,46513F-HR/ATimeline
Trueblood Wealth Management, LLC99,349$4.21M1.47%+4,11613F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC99,011$4.19M0.17%-2,55413F-HRTimeline
Sovran Advisors, LLC107,389$4.17M0.31%-45813F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC96,997$4.11M0.03%+19,28213F-HRTimelineGroup
Merit Financial Group, LLC95,304$4.03M0.03%+2,32913F-HR/ATimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC95,132$4.03M0.01%new13F-HRTimelineGroup
Kingsview Wealth Management, LLC94,998$4.02M0.05%+51,53413F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …93,982$3.98M0.04%-7,75913F-HRTimelineGroup
GREAT VALLEY ADVISOR GROUP, INC.91,901$3.89M0.06%-1,48113F-HRTimeline
Financial Perspectives, Inc90,788$3.84M0.94%+12,21613F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC89,753$3.8M<0.01%new13F-HRTimelineGroup
Vise Technologies, Inc.88,827$3.76M0.04%+32,32213F-HRTimeline
Aprio Wealth Management, LLC86,092$3.64M0.18%+62513F-HRTimeline
LANDAAS & CO /WI /ADV85,120$3.6M0.66%+24,06713F-HRTimeline
LongView Wealth Management84,928$3.59M0.92%-31713F-HRTimeline
Tradition Wealth Management, LLC82,493$3.49M0.21%+30013F-HRTimeline
Greykasell Wealth Strategies, Inc.81,806$3.46M1.26%+9,79313F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC81,027$3.43M0.66%+41113F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO79,321$3.36M0.01%013F-HRTimelineGroup
Arkadios Wealth Advisors79,036$3.35M0.05%+3,80813F-HRTimeline
Beacon Financial Advisory LLC75,395$3.19M0.63%+13,44513F-HRTimeline
World Investment Advisors86,779$3.17M0.05%+4,69813F-HRTimeline
Summit Financial, LLC74,106$3.14M0.03%-126,61513F-HRTimeline
Code Waechter LLC73,170$3.1M1.6%+8,64913F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC72,955$3M0.14%+3,76213F-HRTimeline
IFG Advisory, LLC70,563$2.99M0.1%new13F-HRTimeline
Atria Investments, Inc69,793$2.95M0.03%+10,13513F-HRTimeline
Strategic Family Wealth Counselors, L.L…68,082$2.88M0.67%+11,94213F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…67,653$2.86M0.05%-180,45413F-HRTimelineGroup
Jacobi Capital Management LLC64,138$2.71M0.13%+19,15013F-HRTimeline
Northwest Financial Advisors64,017$2.71M0.36%-36613F-HRTimeline
Evergreen Wealth Partners LLC63,976$2.71M1.63%-10,76213F-HRTimeline
Saxony Capital Management, LLC63,294$2.68M1.23%+10,08113F-HRTimeline
Rather & Kittrell, Inc.61,527$2.6M0.36%013F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC61,288$2.59M0.04%-5,80013F-HRTimeline
Forum Finance Group S.A.74,468$2.55M0.92%+20,88013F-HRTimeline
Meridian Wealth Management, LLC58,285$2.47M0.08%-21213F-HRTimeline
ORBA Wealth Advisors, L.L.C.58,120$2.46M2.1%-4,09013F-HRTimeline
Sigma Planning Corp57,898$2.45M0.06%-96,30013F-HRTimeline
VestGen Advisors, LLC57,219$2.42M0.07%-3,71113F-HRTimeline
KINTRA WEALTH, LLC56,892$2.35M0.12%+32,88013F-HRTimeline
EP Wealth Advisors, LLC54,659$2.31M0.01%+2,29813F-HRTimeline
SEAMOUNT FINANCIAL GROUP INC54,317$2.3M0.93%+2,18613F-HRTimeline
Modern Wealth Management, LLC52,582$2.23M0.03%+38313F-HRTimeline
Advance Capital Management, Inc.52,150$2.21M0.07%+3,78113F-HRTimeline
44 WEALTH MANAGEMENT LLC52,133$2.21M0.73%+48213F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…52,096$2.21M0.07%+2,87513F-HRTimelineGroup
INDEPENDENT FINANCIAL GROUP, LLC51,860$2.2M0.04%-17,24513F-HRTimeline
Latitude Advisors, LLC51,605$2.18M0.87%+6,35913F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp51,017$2.16M<0.01%+33,13813F-HRTimelineGroup
TITLEIST ASSET MANAGEMENT, LLC50,588$2.14M0.14%+4,39913F-HRTimeline
Creative Planningin group Creative Planning50,580$2.14M<0.01%+10013F-HRTimelineGroup
RFG Advisory, LLC50,384$2.13M0.03%-1,03013F-HRTimeline
SWEENEY & MICHEL, LLC51,741$2.1M0.55%+3,54213F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.48,400$2.05M<0.01%013F-HRTimelineGroup
SITTNER & NELSON, LLC47,331$2M0.63%+4,08413F-HRTimeline