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Disclosery

CGGO CAPITAL GROUP GBL GROWTH EQT

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SHS CREAT UNIT (fund)

344 managers (349 13F filers) reported a position in CGGO shares at 2025-09-30, 163,482,354 shares in all. 44 filers opened a position and 15 filers sold out during the quarter.

Managers
344
13F filers
349
New
44
Added
210
Reduced
60
Sold out
15
Shares held by filers
163,482,354

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
Lincoln Capital LLC23,149$805K0.15%+2,36313F-HRTimeline
Capital International Investorsin group Capital International Investo…23,262$795K<0.01%+92113F-HRTimelineGroup
Moors & Cabot, Inc.22,926$783K0.03%-2113F-HRTimeline
Olistico Wealth, LLC22,638$774K0.41%+4113F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC22,493$769K<0.01%+13,74613F-HRTimelineGroup
MSH Capital Advisors LLC21,998$752K0.2%+6,61213F-HRTimeline
Financial Advocates Investment Manageme…21,959$750K0.42%-21,51213F-HRTimeline
180 WEALTH ADVISORS, LLC21,748$743K0.09%+1,17613F-HRTimeline
Cornerstone Advisory, LLC20,711$708K0.07%new13F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC20,693$707K0.05%013F-HRTimeline
Fearless Solutions, LLC dba Best Invest20,650$706K0.45%-13513F-HRTimeline
CERTIOR FINANCIAL GROUP, LLC20,578$703K0.48%+2,68613F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC19,971$682K<0.01%-26,28513F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV19,764$675K<0.01%+7,95913F-HRTimeline
Investment Planning Advisors, Inc.19,588$669K0.21%+1,03913F-HRTimeline
Signature Wealth Management Group19,343$661K0.26%+15113F-HRTimeline
Security Financial Services, INC.19,331$661K0.11%+9,58313F-HRTimeline
CHOREO, LLC18,603$636K0.01%+54213F-HRTimeline
Howard Capital Management Group, LLC18,566$634K0.04%013F-HRTimeline
KMG FIDUCIARY PARTNERS, LLC17,342$593K0.04%-2,40113F-HRTimeline
Financial Security Advisor, Inc.17,107$585K0.12%+31613F-HRTimeline
Walkner Condon Financial Advisors LLC17,060$583K0.09%-1,82013F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC16,961$580K0.01%-64213F-HRTimelineGroup
ORG Partners LLC14,519$576K0.1%+5,39413F-HRTimeline
Capital Planning LLC14,632$500K0.15%013F-HRTimeline
Sigma Planning Corp14,289$488K0.01%+2,94813F-HRTimeline
LANDAAS & CO /WI /ADV13,896$475K0.11%+1,99013F-HRTimeline
Summit Global Investmentsin group Summit Global Investments13,534$462K0.03%+5,62013F-HRTimelineGroup
INTERNATIONAL ASSETS INVESTMENT MANAGEM…14,514$460K0.04%+513F-HRTimeline
Waterloo Capital, L.P.13,215$452K0.03%+10313F-HRTimeline
Tudor Financial Inc.13,209$451K0.24%+81013F-HRTimeline
Sanctuary Advisors, LLC12,955$443K<0.01%013F-HR/ATimeline
KPP Advisory Services LLC12,589$430K0.06%-91,24713F-HRTimeline
Visionary Wealth Advisors12,546$429K0.02%+2,68213F-HRTimeline
Balboa Wealth Partners12,524$428K0.07%+2,18713F-HRTimeline
HUB Investment Partners, LLC12,355$422K0.02%-413F-HRTimeline
MONEY CONCEPTS CAPITAL CORP12,307$421K0.03%+1,54513F-HRTimeline
McNamara Financial Services, Inc.12,232$418K0.08%+49413F-HRTimeline
MGO ONE SEVEN LLC12,152$415K0.01%new13F-HRTimeline
ADAMSBROWN WEALTH CONSULTANTS LLC12,113$414K0.11%+4913F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC12,072$412K0.01%+2,16713F-HRTimeline
Synergy Investment Management, LLC11,735$401K0.15%new13F-HRTimeline
United Advisor Group, LLC11,702$400K0.05%new13F-HRTimeline
Clearstead Advisors, LLC11,345$388K0.01%-7,00913F-HRTimeline
BRIGHTON JONES LLC11,193$382K0.01%+2,40313F-HRTimeline
Global Retirement Partners, LLC10,899$372K0.01%+3,27613F-HRTimeline
Perigon Wealth Management, LLC10,869$371K0.01%+4,18713F-HRTimeline
Lantern Wealth Advisors, LLC10,618$363K0.19%+3,71213F-HRTimeline
Octavia Wealth Advisors, LLC10,340$353K0.04%+18413F-HRTimeline
KMT WEALTH MANAGEMENT, LLC10,286$351K0.19%013F-HRTimeline
Founders Financial Alliance, LLC10,260$351K0.07%013F-HRTimeline
Aspen Capital Management, LLC9,974$341K0.09%013F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…9,892$338K0.01%new13F-HRTimelineGroup
Willow Creek Wealth Management Inc.9,842$336K0.03%013F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC9,750$333K<0.01%013F-HRTimelineGroup
GWN SECURITIES INC.9,727$333K0.08%+3,39813F-HRTimeline
Mayflower Financial Advisors, LLC9,715$332K0.04%013F-HRTimeline
PRIVATE TRUST CO NA9,629$329K0.03%-2,71413F-HRTimeline
Lantz Financial LLC9,404$321K0.07%013F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.9,288$317K0.01%new13F-HRTimelineGroup
O'SHAUGHNESSY ASSET MANAGEMENT, LLC9,256$316K<0.01%+77113F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\9,174$313K<0.01%+5,05713F-HRTimelineGroup
Gimbal Financial8,980$307K0.18%013F-HRTimeline
BARRETT & COMPANY, INC.8,967$306K0.11%+75813F-HRTimeline
High Falls Advisors, Inc8,645$295K0.06%+21613F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC8,643$295K0.01%new13F-HRTimelineGroup
MFA Wealth Services8,417$288K0.2%new13F-HRTimeline
Kovack Advisors, Inc.8,303$284K0.03%+3313F-HRTimeline
Sequoia Financial Advisors, LLC8,300$284K<0.01%new13F-HRTimeline
Simplicity Wealth,LLC8,267$282K0.02%new13F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC8,204$280K0.02%new13F-HRTimeline
Prime Capital Investment Advisors, LLC8,177$279K<0.01%013F-HRTimeline
WEDBUSH SECURITIES INC8,147$278K0.01%new13F-HRTimeline
Aspire Growth Partners LLC8,088$276K0.2%+7613F-HRTimeline
HARMONY ASSET MANAGEMENT LLC8,078$276K0.1%013F-HRTimeline
IHT Wealth Management, LLC8,067$276K0.01%+96713F-HRTimeline
SAX WEALTH ADVISORS, LLC8,038$275K0.01%new13F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…7,666$262K0.03%+7313F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC7,566$259K0.02%-5,56413F-HRTimeline
CIBC WORLD MARKET INC.7,524$257K<0.01%+15013F-HRTimeline
Ausdal Financial Partners, Inc.7,323$250K0.01%new13F-HRTimeline
Berger Financial Group, Inc7,293$249K0.01%-36113F-HRTimeline
HBK Sorce Advisory LLC7,241$249K0.01%+213F-HR/ATimeline
Trinity Wealth Management, LLC7,171$245K0.09%new13F-HRTimeline
VestGen Investment Management7,010$240K0.14%new13F-HRTimeline
Vise Technologies, Inc.6,986$239K0.01%-39,13513F-HRTimeline
Patriot Financial Group Insurance Agenc…6,979$238K0.03%-17,88613F-HRTimeline
Prosperity Wealth Management, Inc.in group Prosperity Financial Group, I…6,746$231K0.08%new13F-HRTimelineGroup
COZAD ASSET MANAGEMENT INC6,705$229K0.02%new13F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC6,693$229K<0.01%new13F-HRTimelineGroup
FinDec Wealth Services, Inc.6,556$224K0.23%-3,57013F-HRTimeline
Qube Research & Technologies Ltd6,534$223K<0.01%new13F-HRTimeline
Vertex Planning Partners, LLC6,443$220K0.04%013F-HRTimeline
Fisher Asset Management, LLC6,429$220K<0.01%new13F-HRTimeline
Larson Financial Group LLC6,375$218K0.01%+3,12513F-HRTimeline
VICUS CAPITAL6,372$218K0.02%new13F-HRTimeline
Cravens & Co Advisors, LLC6,260$214K0.15%-1113F-HRTimeline
SYM FINANCIAL Corp6,220$213K0.02%-7,78213F-HRTimeline
Main Line Retirement Advisors, LLC6,158$210K0.11%new13F-HRTimeline
Summit Trail Advisors, LLC6,075$208K<0.01%-3,11513F-HRTimeline
Capital Investment Advisory Services, L…6,027$206K0.02%new13F-HRTimeline
Clearstead Trust, LLC5,952$203K0.03%new13F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…5,945$203K0.02%new13F-HRTimelineGroup
Forvis Mazars Wealth Advisors, LLC5,903$202K<0.01%new13F-HRTimeline
Nvest Financial, LLC5,900$202K0.12%-2,48613F-HRTimeline
Pinnacle Bancorp, Inc.5,750$196K0.06%+25013F-HRTimeline
Medallion Wealth Advisors, LLC5,616$192K0.07%-14413F-HRTimeline
Root Financial Partners, LLC5,540$189K0.01%new13F-HRTimeline
IFP Advisors, Inc5,467$187K<0.01%+17413F-HR/ATimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.4,155$142K<0.01%new13F-HRTimelineGroup
Wealthspire Advisors, LLC3,385$116K<0.01%new13F-HRTimeline
Vermillion & White Wealth Management Gr…3,297$113K0.06%+1113F-HRTimeline
MATHER GROUP, LLC.2,794$95.5K<0.01%new13F-HRTimeline
Allworth Financial LP2,423$82.8K<0.01%+1,05013F-HRTimeline
TD Waterhouse Canada Inc.1,989$68.7K<0.01%+1,00813F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV1,980$67.7K<0.01%-65813F-HRTimeline
CITIGROUP INCin group CITIGROUP INC1,700$58.1K<0.01%new13F-HRTimelineGroup
Richardson Capital Management LLC1,425$48.7K0.02%+1,23713F-HRTimeline
CX Institutional1,184$40K<0.01%013F-HRTimeline
Arax Advisory Partners1,168$39.9K<0.01%-33713F-HRTimeline
AMERIFLEX GROUP, INC.950$32.5K0.01%-6,19213F-HRTimeline
CoreCap Advisors, LLC900$30.8K<0.01%-1,01113F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC894$30.5K0.01%013F-HR/ATimeline
GAMMA Investing LLC827$28.3K<0.01%013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…817$27.9K<0.01%013F-HRTimelineGroup
Sunbelt Securities, Inc.747$25.5K<0.01%+713F-HRTimeline
LANARK FINANCIAL, INC.746$25.5K<0.01%-68,18913F-HRTimeline
Salomon & Ludwin, LLC680$23.6K<0.01%013F-HRTimeline
AMERICAN NATIONAL BANK & TRUST630$21.5K<0.01%013F-HRTimeline
Indiana Trust & Investment Management Co605$20.7K0.01%013F-HRTimeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …590$20.2K<0.01%13F-HRTimelineGroup
GPS Wealth Strategies Group, LLC580$19.8K<0.01%013F-HRTimeline
AdvisorNet Financial, Inc578$19.8K<0.01%+3913F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…561$19.2K0.04%-6,28413F-HRTimeline
McIlrath & Eck, LLC523$17.9K<0.01%013F-HRTimeline
BOKF, NAin group BOKF, NA510$17.4K<0.01%new13F-HRTimelineGroup
ARVEST INVESTMENTS, INC.442$15.1K<0.01%013F-HRTimeline
Asset Dedication, LLC175$5.98K<0.01%013F-HRTimeline
Dunhill Financial, LLC117$4K<0.01%new13F-HRTimeline
SIGNATUREFD, LLC84$2.87K<0.01%013F-HRTimeline
Turning Point Benefit Group, Inc.80$2.75K<0.01%new13F-HRTimeline
Rossby Financial, LCC23$792<0.01%013F-HRTimeline
Golden State Wealth Management, LLC7$239<0.01%new13F-HRTimeline
Archer Investment Corp6$205<0.01%013F-HRTimeline