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Disclosery

CGGO CAPITAL GROUP GBL GROWTH EQT

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SHS CREAT UNIT (fund)

322 managers (326 13F filers) reported a position in CGGO shares at 2025-06-30, 146,464,531 shares in all. 31 filers opened a position and 16 filers sold out during the quarter.

Managers
322
13F filers
326
New
31
Added
173
Reduced
79
Sold out
16
Shares held by filers
146,464,531

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
Fearless Solutions, LLC dba Best Invest20,785$664K0.46%-21013F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC20,693$662K0.06%013F-HRTimeline
180 WEALTH ADVISORS, LLC20,572$658K0.09%-3,29213F-HRTimeline
Signature Resources Capital Management,…19,898$636K0.39%+2,79513F-HRTimeline
KMG FIDUCIARY PARTNERS, LLC19,743$631K0.05%-5,87313F-HRTimeline
UHLMANN PRICE SECURITIES, LLC19,348$619K0.44%+27513F-HRTimeline
Signature Wealth Management Group19,192$614K0.24%+75713F-HRTimeline
SUMMIT WEALTH GROUP LLC / CO19,006$612K0.15%13F-HRTimeline
Walkner Condon Financial Advisors LLC18,880$604K0.11%-8,10013F-HRTimeline
Gateway Wealth Partners, LLC18,880$604K0.11%+2,08113F-HRTimeline
Howard Capital Management Group, LLC18,566$594K0.04%013F-HRTimeline
Investment Planning Advisors, Inc.18,549$593K0.21%-296,71313F-HRTimeline
Clearstead Advisors, LLC18,354$587K0.01%+17,42813F-HRTimeline
CHOREO, LLC18,061$583K0.01%-2,16013F-HRTimeline
CERTIOR FINANCIAL GROUP, LLC17,892$572K0.44%013F-HRTimeline
Venture Visionary Partners LLC17,890$572K0.02%+10,11513F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC17,866$571K0.02%+34813F-HRTimelineGroup
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC17,603$563K0.01%new13F-HRTimelineGroup
Financial Security Advisor, Inc.16,791$542K0.12%+1,52813F-HRTimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.16,791$537K<0.01%new13F-HRTimelineGroup
MSH Capital Advisors LLC15,386$492K0.14%-1,76113F-HRTimeline
Capital Planning LLC14,632$472K0.15%-1,02013F-HRTimeline
Embree Financial Group14,620$467K0.07%+1,69313F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…14,509$464K0.04%-1,52913F-HRTimeline
SYM FINANCIAL Corp14,002$448K0.05%+5,90113F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC13,130$420K0.03%-4,82613F-HRTimeline
Waterloo Capital, L.P.13,112$419K0.03%-39513F-HRTimeline
Sanctuary Advisors, LLC12,955$414K<0.01%-1,43413F-HRTimeline
Tudor Financial Inc.12,399$396K0.22%+1,88513F-HRTimeline
HUB Investment Partners, LLC12,359$395K0.01%+15513F-HRTimeline
PRIVATE TRUST CO NA12,343$395K0.04%-1,30713F-HRTimeline
ADAMSBROWN WEALTH CONSULTANTS LLC12,064$386K0.11%+3,83613F-HRTimeline
Rather & Kittrell, Inc.12,013$384K0.08%013F-HRTimeline
LANDAAS & CO /WI /ADV11,906$381K0.09%013F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV11,805$377K<0.01%new13F-HRTimeline
McNamara Financial Services, Inc.11,738$375K0.07%-9,51513F-HRTimeline
HB Wealth Management, LLC11,593$371K<0.01%+1,54313F-HRTimeline
Western Wealth Management, LLC11,544$369K0.02%-11913F-HRTimeline
M Holdings Securities, Inc.11,472$368K0.06%new13F-HRTimeline
Sigma Planning Corp11,341$363K0.01%-79213F-HRTimeline
MONEY CONCEPTS CAPITAL CORP10,762$344K0.02%new13F-HRTimeline
Balboa Wealth Partners10,337$330K0.07%new13F-HRTimeline
KMT WEALTH MANAGEMENT, LLC10,286$329K0.19%013F-HRTimeline
Founders Financial Alliance, LLC10,260$328K0.07%-5,20013F-HRTimeline
Octavia Wealth Advisors, LLC10,156$328K0.04%+17213F-HRTimeline
FinDec Wealth Services, Inc.10,126$324K0.34%-17,85013F-HRTimeline
Aspen Capital Management, LLC9,974$319K0.09%013F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC9,905$317K0.01%new13F-HRTimeline
Visionary Wealth Advisors9,864$315K0.02%+29813F-HRTimeline
Willow Creek Wealth Management Inc.9,842$315K0.03%013F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC9,750$312K<0.01%013F-HRTimelineGroup
Security Financial Services, INC.9,748$312K0.06%new13F-HRTimeline
Mayflower Financial Advisors, LLC9,715$311K0.04%013F-HRTimeline
Lantz Financial LLC9,404$301K0.07%-1,24813F-HRTimeline
Summit Trail Advisors, LLC9,190$294K0.01%new13F-HRTimeline
ORG Partners LLC9,125$289K0.06%+8,62913F-HRTimeline
Gimbal Financial8,980$287K0.18%-2,24013F-HRTimeline
BRIGHTON JONES LLC8,790$281K0.01%+45713F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC8,747$280K<0.01%new13F-HRTimelineGroup
O'SHAUGHNESSY ASSET MANAGEMENT, LLC8,485$271K<0.01%-6,95013F-HRTimeline
High Falls Advisors, Inc8,429$269K0.06%013F-HRTimeline
Nvest Financial, LLC8,386$268K0.14%-2,87513F-HRTimeline
Martin Worley Group8,300$265K0.13%013F-HRTimeline
Kovack Advisors, Inc.8,270$264K0.03%-18913F-HRTimeline
BARRETT & COMPANY, INC.8,209$262K0.1%013F-HRTimeline
Prime Capital Investment Advisors, LLC8,177$261K<0.01%-70013F-HRTimeline
HARMONY ASSET MANAGEMENT LLC8,078$258K0.1%new13F-HRTimeline
Aspire Growth Partners LLC8,012$256K0.21%013F-HRTimeline
Summit Global Investmentsin group Summit Global Investments7,914$253K0.01%new13F-HRTimelineGroup
Berger Financial Group, Inc7,654$245K0.02%+35213F-HRTimeline
Global Retirement Partners, LLC7,623$244K0.01%13F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…7,593$243K0.03%013F-HRTimeline
CIBC WORLD MARKET INC.7,374$236K<0.01%new13F-HRTimeline
American Financial Advisors, LLC7,344$235K0.03%-14213F-HRTimeline
HBK Sorce Advisory LLC7,239$231K0.01%013F-HRTimeline
AMERIFLEX GROUP, INC.7,142$228K0.12%+84113F-HRTimeline
IHT Wealth Management, LLC7,100$227K0.01%new13F-HRTimeline
Herold Advisors, Inc.6,906$221K0.05%new13F-HRTimeline
Lantern Wealth Advisors, LLC6,906$221K0.13%13F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…6,845$219K0.03%+3,94413F-HRTimeline
Perigon Wealth Management, LLC6,682$214K<0.01%new13F-HRTimeline
Colonial River Investments, LLC6,544$211K0.09%-2,96613F-HRTimeline
Vertex Planning Partners, LLC6,443$206K0.04%new13F-HRTimeline
GWN SECURITIES INC.6,329$202K0.04%-13,52313F-HRTimeline
Cravens & Co Advisors, LLC6,271$200K0.15%-80613F-HRTimeline
Medallion Wealth Advisors, LLC5,760$183K0.07%+14313F-HRTimeline
Pinnacle Bancorp, Inc.5,500$176K0.05%+1,00013F-HRTimeline
IFP Advisors, Inc5,293$169K<0.01%+2,92613F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\4,117$132K<0.01%+2,60513F-HRTimelineGroup
Vermillion & White Wealth Management Gr…3,286$105K0.07%+10113F-HRTimeline
Larson Financial Group LLC3,250$104K<0.01%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV2,638$84.3K0.01%+1,21713F-HRTimeline
CoreCap Advisors, LLC1,911$61.1K<0.01%-1,88113F-HRTimeline
S.A. Mason LLC1,900$60.7K0.03%013F-HRTimeline
Arax Advisory Partners1,505$48.1K<0.01%+1,00913F-HRTimeline
Allworth Financial LP1,373$43.9K<0.01%-79913F-HRTimeline
CX Institutional1,184$38K<0.01%+27413F-HR/ATimeline
First Horizon Advisors, Inc.1,029$32.9K<0.01%-59213F-HRTimeline
TD Waterhouse Canada Inc.981$31.1K<0.01%013F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC894$28.6K0.01%013F-HRTimeline
GAMMA Investing LLC827$26.4K<0.01%013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…817$26.1K<0.01%-84913F-HRTimelineGroup
Salomon & Ludwin, LLC680$21.7K<0.01%013F-HRTimeline
Sunbelt Securities, Inc.740$21.6K<0.01%013F-HRTimeline
AMERICAN NATIONAL BANK & TRUST630$20.1K<0.01%new13F-HRTimeline
Whipplewood Advisors, LLC614$19.6K0.01%+55913F-HRTimeline
Indiana Trust & Investment Management Co605$19.3K0.01%013F-HRTimeline
GPS Wealth Strategies Group, LLC580$18.5K<0.01%013F-HRTimeline
AdvisorNet Financial, Inc539$17.2K<0.01%-48913F-HRTimeline
McIlrath & Eck, LLC523$16.7K<0.01%013F-HRTimeline
ARVEST INVESTMENTS, INC.442$14.1K<0.01%013F-HRTimeline
TRUST CO OF VERMONT354$11.3K<0.01%new13F-HRTimeline
Christopher J. Hasenberg, Inc264$8.44K<0.01%new13F-HRTimeline
Brooklyn Investment Group190$6.08K<0.01%new13F-HR/ATimeline
Richardson Capital Management LLC188$6.01K<0.01%+3813F-HRTimeline
Asset Dedication, LLC175$5.59K<0.01%new13F-HRTimeline
SIGNATUREFD, LLC84$2.69K<0.01%013F-HRTimeline
Iron Horse Wealth Management, LLC67$2.14K<0.01%new13F-HRTimeline
Rossby Financial, LCC23$735<0.01%013F-HRTimeline
Archer Investment Corp6$192<0.01%013F-HRTimeline
MassMutual Private Wealth & Trust, FSB2$64<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.