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Disclosery

CGGO CAPITAL GROUP GBL GROWTH EQT

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SHS CREAT UNIT (fund)

304 managers (308 13F filers) reported a position in CGGO shares at 2025-03-31, 133,392,327 shares in all. 33 filers opened a position and 18 filers sold out during the quarter.

Managers
304
13F filers
308
New
33
Added
180
Reduced
56
Sold out
18
Shares held by filers
133,392,327

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…19,261$546K<0.01%+1,37813F-HRTimelineGroup
Lincoln Capital LLC19,965$545K0.11%+10,74613F-HRTimeline
UHLMANN PRICE SECURITIES, LLC19,073$540K0.4%013F-HRTimeline
IFG Advisory, LLC18,798$533K0.03%+5,38713F-HRTimeline
Howard Capital Management Group, LLC18,566$526K0.04%013F-HRTimeline
Signature Wealth Management Group18,435$522K0.2%+74713F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO18,284$518K<0.01%-1,45113F-HRTimelineGroup
KINGSWOOD WEALTH ADVISORS, LLC17,956$509K0.05%-1,24013F-HR/ATimeline
CERTIOR FINANCIAL GROUP, LLC17,892$507K0.42%-36513F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC17,518$496K0.02%new13F-HRTimelineGroup
MSH Capital Advisors LLC17,147$486K0.15%+1,69013F-HRTimeline
Signature Resources Capital Management,…17,103$485K0.42%+2,89613F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …16,829$477K0.01%-21,66213F-HRTimelineGroup
Gateway Wealth Partners, LLC16,799$476K0.11%+5,10613F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…16,038$454K0.04%-71613F-HRTimeline
Capital Planning LLC15,652$443K0.12%013F-HRTimeline
Founders Financial Alliance, LLC15,460$438K0.11%-3,00013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC15,435$437K<0.01%-11,00613F-HRTimeline
Financial Security Advisor, Inc.15,263$432K0.11%+7,06113F-HRTimeline
Sanctuary Advisors, LLC14,389$408K<0.01%+4,30713F-HRTimeline
PRIVATE TRUST CO NA13,650$387K0.04%+6,61113F-HRTimeline
Waterloo Capital, L.P.13,507$383K0.04%-40813F-HRTimeline
Embree Financial Group12,927$366K0.06%+80913F-HRTimeline
HUB Investment Partners, LLC12,204$346K0.01%+18913F-HRTimeline
Sigma Planning Corp12,133$344K0.01%+4,11313F-HRTimeline
Rather & Kittrell, Inc.12,013$340K0.07%013F-HRTimeline
LANDAAS & CO /WI /ADV11,906$337K0.09%new13F-HRTimeline
Western Wealth Management, LLC11,663$330K0.02%+30113F-HRTimeline
Nvest Financial, LLC11,261$319K0.17%013F-HRTimeline
Gimbal Financial11,220$318K0.29%013F-HRTimeline
Synergy Investment Management, LLC10,960$310K0.13%+70013F-HRTimeline
Lantz Financial LLC10,652$302K0.08%013F-HRTimeline
Tudor Financial Inc.10,514$298K0.18%+1,18113F-HRTimeline
KMT WEALTH MANAGEMENT, LLC10,286$291K0.2%new13F-HRTimeline
HB Wealth Management, LLC10,050$285K<0.01%+3,00013F-HRTimeline
Octavia Wealth Advisors, LLC9,984$283K0.03%-55213F-HRTimeline
Aspen Capital Management, LLC9,974$283K0.09%13F-HRTimeline
Willow Creek Wealth Management Inc.9,842$279K0.03%013F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC9,750$276K<0.01%013F-HRTimelineGroup
Mayflower Financial Advisors, LLC9,715$275K0.04%+1,00413F-HRTimeline
OLD MISSION CAPITAL LLC9,583$271K0.01%-321,84113F-HRTimeline
Visionary Wealth Advisors9,566$271K0.02%new13F-HRTimeline
Colonial River Investments, LLC9,510$269K0.15%-88,21813F-HRTimeline
Prime Capital Investment Advisors, LLC8,877$251K<0.01%new13F-HRTimeline
RFG Advisory, LLC8,856$251K0.01%+56213F-HRTimeline
Kovack Advisors, Inc.8,459$240K0.03%013F-HRTimeline
High Falls Advisors, Inc8,429$239K0.06%+84013F-HRTimeline
BRIGHTON JONES LLC8,333$236K0.01%013F-HRTimeline
Martin Worley Group8,300$235K0.13%013F-HRTimeline
Mission Financial Group, LLC7,039$235K0.22%13F-HRTimeline
Aspire Growth Partners LLC8,012$233K0.21%new13F-HRTimeline
ADAMSBROWN WEALTH CONSULTANTS LLC8,228$233K0.07%-2,85013F-HRTimeline
BARRETT & COMPANY, INC.8,209$233K0.1%013F-HRTimeline
SYM FINANCIAL Corp8,101$230K0.03%-4,40413F-HRTimeline
CENTAURUS FINANCIAL, INC.7,958$225K0.01%+32713F-HRTimeline
Venture Visionary Partners LLC7,775$220K0.01%new13F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…7,593$216K0.03%new13F-HRTimeline
American Financial Advisors, LLC7,486$212K0.03%new13F-HRTimeline
Berger Financial Group, Inc7,302$207K0.01%new13F-HRTimeline
HBK Sorce Advisory LLC7,239$205K0.01%+25013F-HRTimeline
Cravens & Co Advisors, LLC7,077$200K0.16%-14413F-HRTimeline
AMERIFLEX GROUP, INC.6,301$179K0.07%+79213F-HRTimeline
Medallion Wealth Advisors, LLC5,617$160K0.07%-10813F-HRTimeline
Pinnacle Bancorp, Inc.4,500$127K0.04%+50013F-HRTimeline
CoreCap Advisors, LLC3,792$107K<0.01%+1,27013F-HRTimeline
OAKWORTH CAPITAL, INC.3,696$105K0.01%013F-HRTimeline
Larson Financial Group LLC3,250$92.1K<0.01%013F-HRTimeline
Vermillion & White Wealth Management Gr…3,185$90.2K0.07%new13F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…2,901$82.2K0.01%+98013F-HRTimeline
MATHER GROUP, LLC.2,794$79.2K<0.01%013F-HRTimeline
IFP Advisors, Inc2,367$67.1K<0.01%+56313F-HRTimeline
Continuum Advisory, LLC2,202$62.4K0.01%+4213F-HRTimeline
Allworth Financial LP2,172$61.2K<0.01%+79913F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management1,952$55.3K<0.01%013F-HRTimelineGroup
S.A. Mason LLC1,900$53.8K0.03%013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…1,666$47.2K<0.01%-16713F-HRTimelineGroup
First Horizon Advisors, Inc.1,621$45.9K<0.01%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\1,512$42.8K<0.01%+81113F-HRTimelineGroup
CREATIVE FINANCIAL DESIGNS INC /ADV1,421$40.3K<0.01%013F-HRTimeline
AdvisorNet Financial, Inc1,028$29.1K<0.01%+32113F-HRTimeline
TD Waterhouse Canada Inc.981$27.8K<0.01%+17513F-HRTimeline
Clearstead Advisors, LLC926$26.2K<0.01%013F-HRTimeline
CX Institutional910$26K<0.01%new13F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC894$25.3K0.01%013F-HRTimeline
GAMMA Investing LLC827$23.4K<0.01%new13F-HR/ATimeline
Whipplewood Advisors, LLC55$23.3K0.02%-78013F-HRTimeline
Sunbelt Securities, Inc.740$21K<0.01%013F-HRTimeline
RICHARDS, MERRILL & PETERSON, INC.700$19.8K0.01%-10513F-HRTimeline
Salomon & Ludwin, LLC680$19.3K<0.01%new13F-HRTimeline
Capital A Wealth Management, LLC609$17.3K0.02%-6213F-HRTimeline
Indiana Trust & Investment Management Co605$17.1K0.01%013F-HRTimeline
GPS Wealth Strategies Group, LLC580$16.4K<0.01%new13F-HRTimeline
McIlrath & Eck, LLC523$14.8K<0.01%013F-HRTimeline
ORG Partners LLC496$14.1K<0.01%-6113F-HRTimeline
Arax Advisory Partners496$14.1K<0.01%new13F-HRTimeline
ARVEST INVESTMENTS, INC.442$12.5K<0.01%013F-HRTimeline
Richardson Capital Management LLC150$4.25K<0.01%new13F-HRTimeline
SIGNATUREFD, LLC84$2.38K<0.01%new13F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC62$1.76K<0.01%new13F-HRTimeline
Plante Moran Financial Advisors, LLC32$907<0.01%new13F-HRTimeline
Rossby Financial, LCC23$653<0.01%new13F-HRTimeline
Archer Investment Corp6$170<0.01%new13F-HRTimeline
MassMutual Private Wealth & Trust, FSB2$57<0.01%new13F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0-24,64813F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.