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Disclosery

CGGO CAPITAL GROUP GBL GROWTH EQT

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SHS CREAT UNIT (fund)

447 managers (454 13F filers) reported a position in CGGO shares at 2026-06-30, 217,431,626 shares in all. 57 filers opened a position and 19 filers sold out during the quarter.

Managers
447
13F filers
454
New
57
Added
225
Reduced
104
Sold out
19
Shares held by filers
217,431,626

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
CALTON & ASSOCIATES, INC.46,872$1.98M0.29%+3,30313F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding50,642$1.98M+24,046Timeline
Daybright Advisory Services, Inc.49,601$1.96M0.47%013F-HRTimeline
Mascagni Wealth Management, Inc.45,694$1.93M1.2%+93313F-HRTimeline
MGO ONE SEVEN LLC44,205$1.87M0.03%+6,60013F-HRTimeline
Kachkovsky & Fisher, Inc.42,404$1.79M1.73%13F-HRTimeline
Armstrong, Fleming & Moore, Inc41,188$1.74M0.58%-1,62713F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV40,618$1.72M0.08%+2,52913F-HRTimeline
Global Retirement Partners, LLC39,507$1.67M0.03%13F-HRTimeline
Tempus Wealth Planning, LLC38,973$1.65M0.32%-59213F-HRTimeline
Professional Financial Advisors, LLC38,447$1.63M0.28%+9313F-HRTimeline
Stonebridge Financial Group, LLC / MO38,052$1.61M1.07%+713F-HRTimeline
Procyon Advisors, LLC38,045$1.61M0.07%+56813F-HRTimeline
Signature Resources Capital Management,…37,721$1.6M0.63%+5,89513F-HRTimeline
Western Wealth Management, LLC37,566$1.59M0.05%+94813F-HRTimeline
First Heartland Consultants, Inc.37,530$1.59M0.1%+1,15713F-HRTimeline
Sanctuary Advisors, LLC37,092$1.57M0.01%+9,87613F-HRTimeline
SUMMIT WEALTH GROUP LLC / CO35,478$1.5M0.12%+7,44113F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC35,193$1.49M<0.01%+5813F-HRTimelineGroup
LEGACY CAPITAL WEALTH MANAGEMENT, LLC34,708$1.47M0.68%-52413F-HRTimeline
HB Wealth Management, LLC34,624$1.47M0.01%+12,50013F-HRTimeline
Lincoln Capital LLC34,590$1.46M0.26%+6,30213F-HRTimeline
Advus Financial Partners, LLC34,181$1.45M0.41%new13F-HR/ATimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…34,081$1.44M<0.01%-12,99013F-HRTimelineGroup
WEATHERLY ASSET MANAGEMENT L. P.33,609$1.42M0.1%013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC33,151$1.4M<0.01%+9,92413F-HRTimelineGroup
Security Financial Services, INC.32,987$1.4M0.19%+4,64413F-HRTimeline
LANGLEY WEALTH MANAGEMENT, LLC32,884$1.39M1.36%13F-HR/ATimeline
Total Clarity Wealth Management, Inc.32,768$1.39M0.27%-96513F-HRTimeline
M.E. ALLISON & CO., INC.32,474$1.37M0.79%+6,56013F-HRTimeline
Capital Investment Management, Inc.32,279$1.37M0.42%+44813F-HRTimeline
IHT Wealth Management, LLC31,916$1.35M0.03%+13,33213F-HRTimeline
Advyzon Investment Management, LLC30,720$1.3M0.09%+2,24913F-HRTimeline
Lodestone Wealth Management LLC28,656$1.21M0.43%-2,72913F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…28,419$1.2M0.1%+7,59513F-HRTimelineGroup
KENNEDY INVESTMENT GROUP, INC.28,124$1.19M0.4%+21,83413F-HRTimeline
MSH Capital Advisors LLC28,024$1.19M0.21%+3,96513F-HRTimeline
Vontobel Holding Ltd.in group Vontobel Holding Ltd.27,700$1.17M<0.01%new13F-HRTimelineGroup
Financial Planning Navigators CORP27,143$1.15M0.43%-59413F-HRTimeline
Vantus Wealth LLC27,113$1.15M0.62%13F-HRTimeline
Capital Planning LLC27,035$1.14M0.33%+42113F-HRTimeline
Dynamic Advisor Solutions LLC26,824$1.14M0.03%-19213F-HRTimeline
BridgePort Financial Solutions, LLC26,274$1.11M0.28%-27313F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC26,258$1.11M<0.01%+15,55813F-HRTimeline
Prime Capital Investment Advisors, LLC25,959$1.1M0.01%+17,65013F-HRTimeline
Capital Investment Advisory Services, L…25,378$1.07M0.07%+9,53013F-HRTimeline
American Financial Advisors, LLC25,047$1.06M0.13%-12413F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC24,621$1.04M<0.01%-1,46613F-HRTimelineGroup
UHLMANN PRICE SECURITIES, LLC24,429$1.03M0.04%+57313F-HRTimeline
Lantern Wealth Advisors, LLC24,021$1.02M0.47%+1,66113F-HRTimeline
180 WEALTH ADVISORS, LLC23,641$1M0.1%+1,37413F-HRTimeline
Brown Miller Wealth Management, LLC23,603$999K0.25%013F-HRTimeline
Cornerstone Wealth Management, LLC22,853$967K0.04%+50013F-HRTimeline
CERTIOR FINANCIAL GROUP, LLC22,725$962K0.53%013F-HRTimeline
Olistico Wealth, LLC22,689$960K0.41%013F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC21,565$913K<0.01%+8,18613F-HRTimelineGroup
Fearless Solutions, LLC dba Best Invest21,174$896K0.47%+53513F-HRTimeline
Waverly Advisors, LLC21,070$892K0.01%new13F-HRTimeline
Moors & Cabot, Inc.20,942$886K0.03%-1,77613F-HRTimeline
PRIVATE TRUST CO NA20,856$883K0.07%+6,34913F-HRTimeline
OneDigital Investment Advisors LLC20,821$881K0.01%-1,51313F-HRTimeline
TUDOR INVESTMENT CORP ET AL20,789$880K<0.01%new13F-HRTimeline
Investment Planning Advisors, Inc.20,637$874K0.2%+36713F-HRTimeline
Perigon Wealth Management, LLC20,488$867K0.01%+3,66813F-HRTimeline
Merited Wealth, LLC20,209$855K0.6%-50,81613F-HRTimeline
Tudor Financial Inc.19,963$845K0.38%+1,51513F-HR/ATimeline
Regal Investment Advisors LLC19,800$838K0.04%+5,21713F-HRTimeline
Visionary Wealth Advisors19,439$823K0.03%+1,15013F-HRTimeline
GWN SECURITIES INC.19,152$811K0.14%+2,19913F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV18,661$790K<0.01%-66313F-HR/ATimeline
Howard Capital Management Group, LLC18,566$786K0.05%013F-HRTimeline
Balboa Wealth Partners17,968$761K0.1%+2,65913F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC17,811$754K0.02%-43013F-HRTimelineGroup
Savant Capital, LLCin group Savant Capital, LLC18,159$742K<0.01%new13F-HRTimelineGroup
KMG FIDUCIARY PARTNERS, LLC17,523$742K0.07%+12213F-HRTimeline
CHOREO, LLC17,241$730K0.01%+2713F-HRTimeline
Good Harbor Advisors, Inc.16,563$701K0.69%-1,15013F-HRTimeline
Cornerstone Advisory, LLC16,275$689K0.06%+12613F-HRTimeline
Financial Security Advisor, Inc.16,101$682K0.11%-49413F-HRTimeline
Summit Global Investmentsin group Summit Global Investments15,865$672K0.04%+39813F-HRTimelineGroup
MONEY CONCEPTS CAPITAL CORP15,241$645K0.03%+80113F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…15,146$626K0.04%-2,21313F-HRTimeline
Walkner Condon Financial Advisors LLC14,160$599K0.07%-2,40013F-HRTimeline
Mayflower Financial Advisors, LLC13,910$589K0.05%-1,54313F-HRTimeline
Patriot Financial Group Insurance Agenc…13,677$579K0.06%-10,76713F-HRTimeline
Synergy Investment Management, LLC13,525$573K0.14%+1,50013F-HRTimeline
Quantinno Capital Management LP13,311$563K<0.01%new13F-HRTimeline
PRIVATE CLIENT SERVICES, LLC12,879$545K0.14%new13F-HRTimeline
McNamara Financial Services, Inc.12,731$539K0.09%-1,19913F-HRTimeline
BRIGHTON JONES LLC12,575$532K0.01%+1,38813F-HRTimeline
Tortuga Wealth Management, Inc12,509$529K0.4%new13F-HRTimeline
ADAMSBROWN WEALTH CONSULTANTS LLC12,251$519K0.1%013F-HRTimeline
M Holdings Securities, Inc.12,544$518K0.07%+10413F-HRTimeline
VICUS CAPITAL11,728$496K0.03%+2,18613F-HRTimeline
United Advisor Group, LLC11,587$490K0.05%013F-HRTimeline
Waterloo Capital, L.P.11,337$480K0.03%-1,47713F-HRTimeline
OpenArc Corporate Advisory, LLC11,336$480K0.01%+4,22213F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\11,268$477K<0.01%+3,32313F-HRTimelineGroup
Troutman Wealth Management, LLC11,089$469K0.36%013F-HRTimeline
Lantz Financial LLC10,893$461K0.08%+69313F-HRTimeline
MFA Wealth Services10,739$455K0.27%013F-HRTimeline
SAX WEALTH ADVISORS, LLC13,509$451K0.02%+5,47113F-HRTimeline
Octavia Wealth Advisors, LLC10,583$448K0.04%-24713F-HRTimeline
Aspen Capital Management, LLC10,506$445K0.1%+53213F-HRTimeline
CIBC WORLD MARKET INC.10,401$440K<0.01%+2,05213F-HRTimeline
HUB Investment Partners, LLC9,968$422K0.01%013F-HRTimeline
ADVISORTRUST PARTNERS, LLC9,764$413K0.14%+74613F-HRTimeline
Larson Financial Group LLC9,733$412K0.01%+2,50013F-HRTimeline
Vigil Wealth Management, LLC9,731$412K0.29%-45313F-HRTimeline
Meeder Advisory Services, Inc.in group Meeder Advisory Services, Inc.9,658$409K0.01%+6713F-HRTimelineGroup
BARRETT & COMPANY, INC.9,573$405K0.11%+59613F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC9,448$400K0.01%013F-HRTimeline
Ashton Thomas Private Wealth, LLC9,387$397K0.01%new13F-HRTimeline
Trinity Wealth Management, LLC9,360$396K0.13%+32813F-HRTimeline
WEDBUSH SECURITIES INC9,335$395K0.01%-79213F-HRTimeline
VICTORY FINANCIAL GROUP, LLC9,209$390K0.04%new13F-HRTimeline
QUADRANT CAPITAL GROUP LLC9,079$384K0.01%-1,74013F-HRTimeline
Presper Financial Architects, LLC9,064$384K0.2%-80213F-HRTimeline
Copper Harbor Investment Advisors, LLC8,833$374K0.08%13F-HRTimeline
Ausdal Financial Partners, Inc.8,738$370K0.01%+1,06913F-HRTimeline
MISSION WEALTH MANAGEMENT, LP8,693$368K<0.01%new13F-HRTimeline
LexAurum Advisors, LLC8,684$368K0.04%-5213F-HRTimeline
Capital International Investorsin group Capital International Investo…8,681$367K<0.01%new13F-HRTimelineGroup
Aspire Growth Partners LLC8,586$363K0.21%+40613F-HRTimeline
SmartHarvest Portfolios, LLC8,500$360K0.12%013F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC8,467$358K0.01%013F-HRTimeline
Colonial River Investments, LLC8,379$355K0.1%-36,24513F-HRTimeline
Sequoia Financial Advisors, LLC8,300$351K<0.01%-51813F-HRTimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.8,138$344K0.02%new13F-HRTimelineGroup
Nvest Financial, LLC8,115$344K0.11%-30413F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.8,108$343K0.01%+1,31213F-HRTimelineGroup
Simplicity Wealth,LLC8,093$343K0.01%-1,13413F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC7,980$338K0.02%013F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd7,949$336K<0.01%new13F-HRTimelineGroup
Clark Capital Management Group, Inc.7,937$336K<0.01%+96113F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…7,753$328K0.04%013F-HRTimeline
KPP Advisory Services LLC7,741$328K0.04%-1,18013F-HRTimeline
FOCUSED ALPHA, LLC7,658$324K0.08%+69713F-HRTimeline
IFP Advisors, Inc7,614$322K0.01%+2,90913F-HRTimeline
Harpswell Capital Advisors, LLC7,600$322K0.21%new13F-HRTimeline
Savvy Advisors, Inc.7,589$321K0.01%+2313F-HRTimeline
Tenzing Financial LLC7,729$321K0.22%013F-HRTimeline
COZAD ASSET MANAGEMENT INC7,525$319K0.02%013F-HRTimeline
Berger Financial Group, Inc7,429$314K0.02%013F-HRTimeline
CORA CAPITAL ADVISORS LLC7,393$313K0.09%+61913F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC7,326$310K0.01%-1,31313F-HRTimelineGroup
Duncan Williams Asset Management, LLC7,144$302K0.07%new13F-HRTimeline
Advisor Resource Council7,265$302K0.1%+29013F-HRTimeline
Facet Wealth, Inc.7,018$297K<0.01%new13F-HRTimeline
Worth Financial Advisory Group, LLC7,017$297K0.12%+6,02213F-HRTimeline
SAPIENT CAPITAL LLC7,010$297K<0.01%+75013F-HR/ATimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …6,971$295K0.01%+92913F-HRTimelineGroup
HARMONY ASSET MANAGEMENT LLC6,915$293K0.08%-1,32513F-HRTimeline
Vertex Planning Partners, LLC6,874$291K0.04%013F-HRTimeline
CIBC Bancorp USA Inc.in group CIBC Bancorp USA Inc.6,805$288K<0.01%-17113F-HRTimelineGroup
Symphony Financial, Ltd. Co.6,738$285K0.03%013F-HRTimeline
Founders Financial Alliance, LLC6,700$284K0.04%-2,40013F-HRTimeline
HBK Sorce Advisory LLC6,872$280K0.01%013F-HRTimeline
Snowden Capital Advisors LLC6,561$278K0.01%new13F-HRTimeline
Principle Wealth Partners LLC6,451$273K0.01%new13F-HRTimeline
Main Line Retirement Advisors, LLC6,229$264K0.12%013F-HRTimeline
TCFG Investment Advisors, LLCin group TCFG Investment Advisors, LLC6,119$259K0.09%new13F-HRTimelineGroup
Summit Trail Advisors, LLC6,075$257K<0.01%013F-HRTimeline
Per Stirling Capital Management, LLC.6,071$257K0.02%new13F-HRTimeline
Junk Investment Group, LLC6,016$255K0.11%013F-HRTimeline
FinDec Wealth Services, Inc.6,001$254K0.3%-28013F-HRTimeline
Pinnacle Bancorp, Inc.6,000$254K0.07%+10013F-HRTimeline
StrongBox Wealth, LLC5,996$254K0.07%new13F-HRTimeline
Forvis Mazars Wealth Advisors, LLC5,853$248K<0.01%new13F-HRTimeline
Gunpowder Capital Management, LLC dba O…5,841$247K0.17%013F-HRTimeline
VestGen Investment Management5,834$247K0.13%-26713F-HRTimeline
SFE Investment Counsel5,709$242K0.03%new13F-HRTimeline
Callan Family Office, LLCin group Callan Family Office, LLC5,677$240K<0.01%new13F-HRTimelineGroup
GeoWealth Management, LLC5,583$236K0.01%-1113F-HRTimeline
Kovack Advisors, Inc.5,468$227K0.01%-1,66513F-HRTimeline
AVAII WEALTH MANAGEMENT, LLC5,351$227K0.07%new13F-HRTimeline
Cravens & Co Advisors, LLC5,201$220K0.15%-1,12213F-HRTimeline
Heritage Trust Co5,196$220K0.02%new13F-HRTimeline
Rehmann Capital Advisory Group5,154$218K0.01%new13F-HRTimeline
Faithward Advisors, LLC5,075$215K0.03%new13F-HRTimeline
Mission Financial Group, LLC4,935$209K0.17%13F-HRTimeline
TECTONIC ADVISORS LLCin group TECTONIC ADVISORS LLC4,888$207K0.01%new13F-HRTimelineGroup
CIM, LLC4,877$206K0.03%new13F-HRTimeline
QRG CAPITAL MANAGEMENT, INC.4,834$205K<0.01%new13F-HR/ATimeline
CENTAURUS FINANCIAL, INC.3,251$138K0.01%new13F-HRTimeline
Silver Grove Financial Group, Inc.3,259$138K0.07%new13F-HRTimeline
Continuum Advisory, LLC3,100$131K0.01%new13F-HRTimeline
Richardson Capital Management LLC2,790$118K0.05%+30013F-HRTimeline
MOTCO2,666$113K0.01%013F-HRTimeline
Allworth Financial LP2,640$112K<0.01%013F-HRTimeline
MATHER GROUP, LLC.2,537$107K<0.01%-25713F-HRTimeline
AdvisorNet Financial, Inc2,506$106K<0.01%+2,08113F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV2,121$89.8K<0.01%-13713F-HRTimeline
Essential Investment Partners LLC2,100$88.9K0.07%013F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors2,046$85.6K0.01%new13F-HRTimelineGroup
BARTLETT & CO. WEALTH MANAGEMENT LLC2,009$85K<0.01%013F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…1,975$83.7K0.03%+42513F-HRTimeline
Medallion Wealth Advisors, LLC1,833$77.6K0.02%013F-HRTimeline
Beacon Financial Strategies CORP1,820$77K0.04%new13F-HRTimeline
AMERIFLEX GROUP, INC.1,779$75.3K0.03%+37813F-HRTimeline