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Disclosery

CGGO CAPITAL GROUP GBL GROWTH EQT

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SHS CREAT UNIT (fund)

390 managers (397 13F filers) reported a position in CGGO shares at 2025-12-31, 178,808,650 shares in all. 38 filers opened a position and 14 filers sold out during the quarter.

Managers
390
13F filers
397
New
38
Added
234
Reduced
64
Sold out
14
Shares held by filers
178,808,650

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, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
First Heartland Consultants, Inc.31,400$1.09M0.08%+58213F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC30,340$1.05M<0.01%+18113F-HRTimelineGroup
ORG Partners LLC30,138$1.04M0.18%+15,61913F-HRTimeline
MGO ONE SEVEN LLC29,929$1.04M0.02%+17,77713F-HRTimeline
Financial Planning Navigators CORP29,666$1.03M0.47%13F-HRTimeline
Signature Resources Capital Management,…29,217$1.01M0.51%+5,18313F-HRTimeline
Lincoln Capital LLC28,697$994K0.18%+5,54813F-HRTimeline
Capital Investment Management, Inc.27,991$970K0.34%13F-HRTimeline
Western Wealth Management, LLC27,910$967K0.04%+91313F-HRTimeline
Advisory Services Network, LLC27,474$952K0.01%+1,71613F-HRTimeline
Convergence Financial, LLC27,399$949K0.14%-49313F-HRTimeline
MSH Capital Advisors LLC27,039$937K0.2%+5,04113F-HRTimeline
Capital Planning LLC26,614$935K0.26%+11,98213F-HRTimeline
BridgePort Financial Solutions, LLC26,292$911K0.24%+54413F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV26,244$909K0.05%+84413F-HRTimeline
HB Wealth Management, LLC26,019$902K0.01%-1913F-HRTimeline
Dynamic Advisor Solutions LLC25,695$890K0.03%-15,52613F-HRTimeline
SUMMIT WEALTH GROUP LLC / CO25,660$889K0.12%new13F-HRTimeline
Lodestone Wealth Management LLC25,218$874K0.36%+1,22613F-HRTimeline
Security Financial Services, INC.24,214$839K0.13%+4,88313F-HRTimeline
M.E. ALLISON & CO., INC.24,184$838K0.57%+54313F-HRTimeline
Vantus Wealth LLC23,798$825K0.61%13F-HRTimeline
Presper Financial Architects, LLC23,747$823K0.47%-1,44813F-HRTimeline
UHLMANN PRICE SECURITIES, LLC23,734$822K0.49%-27613F-HRTimeline
American Financial Advisors, LLC23,638$819K0.11%-13013F-HRTimeline
Brown Miller Wealth Management, LLC23,603$818K0.23%013F-HRTimeline
180 WEALTH ADVISORS, LLC23,572$817K0.09%+1,82413F-HRTimeline
Olistico Wealth, LLC22,689$786K0.38%+5113F-HRTimeline
Evergreen Wealth Partners LLC22,584$783K0.66%13F-HRTimeline
CERTIOR FINANCIAL GROUP, LLC21,932$760K0.52%+1,35413F-HRTimeline
Moors & Cabot, Inc.21,834$757K0.03%-1,09213F-HRTimeline
Cornerstone Wealth Management, LLC21,688$752K0.04%new13F-HRTimeline
Advyzon Investment Management, LLC20,928$725K0.08%new13F-HRTimeline
Fearless Solutions, LLC dba Best Invest20,782$720K0.44%+13213F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC20,459$709K<0.01%-2,03413F-HRTimelineGroup
INSIGNEO ADVISORY SERVICES, LLC20,034$694K0.05%-65913F-HRTimeline
Investment Planning Advisors, Inc.19,883$689K0.2%+29513F-HRTimeline
Lantern Wealth Advisors, LLC19,813$687K0.36%+9,19513F-HRTimeline
OneDigital Investment Advisors LLC19,745$684K0.01%new13F-HRTimeline
Signature Wealth Management Group19,735$684K0.28%+39213F-HRTimeline
Cornerstone Advisory, LLC19,019$659K0.06%-1,69213F-HRTimeline
QUADRANT CAPITAL GROUP LLC18,866$654K0.02%new13F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV18,804$652K<0.01%-96013F-HRTimeline
Howard Capital Management Group, LLC18,566$643K0.04%013F-HRTimeline
CHOREO, LLC18,276$636K0.01%-32713F-HRTimeline
Tudor Financial Inc.17,890$620K0.32%+4,68113F-HRTimeline
Sanctuary Advisors, LLC17,820$617K<0.01%+4,86513F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC17,632$611K0.01%+67113F-HRTimelineGroup
INTERNATIONAL ASSETS INVESTMENT MANAGEM…17,433$604K0.04%+2,91913F-HRTimeline
KMG FIDUCIARY PARTNERS, LLC17,408$603K0.04%+6613F-HRTimeline
Walkner Condon Financial Advisors LLC17,060$591K0.08%013F-HRTimeline
Good Harbor Advisors, Inc.17,013$590K0.69%13F-HRTimeline
Financial Security Advisor, Inc.16,556$574K0.11%-55113F-HRTimeline
Sigma Planning Corp16,269$572K0.02%+1,98013F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC16,516$572K0.02%new13F-HRTimeline
Visionary Wealth Advisors16,247$563K0.03%+3,70113F-HRTimeline
McNamara Financial Services, Inc.15,110$524K0.1%+2,87813F-HRTimeline
Perigon Wealth Management, LLC15,071$522K0.01%+4,20213F-HRTimeline
Diversify Advisory Services, LLCin group Diversify Advisory Services, …14,198$514K0.02%new13F-HRTimelineGroup
Balboa Wealth Partners14,709$510K0.08%+2,18513F-HRTimeline
Summit Global Investmentsin group Summit Global Investments14,668$508K0.03%+1,13413F-HRTimelineGroup
GWN SECURITIES INC.14,417$500K0.1%+4,69013F-HRTimeline
GTS SECURITIES LLC13,477$467K0.02%new13F-HRTimeline
Prosperity Wealth Management, Inc.in group Prosperity Financial Group, I…13,463$467K0.16%+6,71713F-HRTimelineGroup
MONEY CONCEPTS CAPITAL CORP13,200$457K0.03%+89313F-HRTimeline
Waterloo Capital, L.P.12,857$445K0.03%-35813F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP12,829$445K<0.01%new13F-HRTimelineGroup
M Holdings Securities, Inc.12,810$444K0.03%new13F-HRTimeline
HUB Investment Partners, LLC12,364$428K0.01%+913F-HRTimeline
ADAMSBROWN WEALTH CONSULTANTS LLC12,251$425K0.12%+13813F-HRTimeline
Kingsview Wealth Management, LLC12,098$419K0.01%-16,65013F-HRTimeline
Synergy Investment Management, LLC12,025$417K0.15%+29013F-HRTimeline
IHT Wealth Management, LLC11,589$402K0.01%+3,52213F-HRTimeline
United Advisor Group, LLC11,587$401K0.05%-11513F-HRTimeline
INTEGRITY ALLIANCE, LLC.11,410$395K0.01%new13F-HRTimeline
PRIVATE TRUST CO NA11,356$393K0.03%+1,72713F-HRTimeline
Troutman Wealth Management, LLC11,089$384K0.32%13F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…10,954$380K0.01%+1,06213F-HRTimelineGroup
WEDBUSH SECURITIES INC10,757$373K0.01%+2,61013F-HRTimeline
TWO SIGMA SECURITIES, LLC10,715$371K0.05%new13F-HRTimeline
Octavia Wealth Advisors, LLC10,464$363K0.03%+12413F-HRTimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.10,347$359K<0.01%-16,34413F-HRTimelineGroup
KMT WEALTH MANAGEMENT, LLC10,286$356K0.19%013F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC10,227$354K0.01%-1,84513F-HRTimeline
Capital Investment Advisory Services, L…10,081$349K0.02%+4,05413F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…10,027$347K0.03%+4,08213F-HRTimelineGroup
Lantz Financial LLC10,021$347K0.07%+61713F-HRTimeline
Vigil Wealth Management, LLC9,992$346K0.29%13F-HRTimeline
Aspen Capital Management, LLC9,974$346K0.09%013F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC9,968$345K<0.01%+3,27513F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\9,840$341K<0.01%+66613F-HRTimelineGroup
BESSEMER GROUP INCin group BESSEMER GROUP INC9,750$338K<0.01%013F-HRTimelineGroup
Mayflower Financial Advisors, LLC9,744$338K0.04%+2913F-HRTimeline
KPP Advisory Services LLC9,702$336K0.05%-2,88713F-HRTimeline
MFA Wealth Services9,376$325K0.22%+95913F-HRTimeline
Patriot Financial Group Insurance Agenc…9,308$323K0.04%+2,32913F-HRTimeline
High Falls Advisors, Inc9,251$321K0.06%+60613F-HRTimeline
Kovack Advisors, Inc.9,163$318K0.02%+86013F-HR/ATimeline
BARRETT & COMPANY, INC.8,977$311K0.1%+1013F-HRTimeline
Advisor Resource Council8,535$307K0.11%new13F-HRTimeline
Sequoia Financial Advisors, LLC8,818$306K<0.01%+51813F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC8,787$304K0.01%+14413F-HRTimelineGroup
Founders Financial Alliance, LLC8,660$300K0.06%-1,60013F-HRTimeline
Meeder Advisory Services, Inc.in group Meeder Advisory Services, Inc.8,487$294K0.01%new13F-HRTimelineGroup
Nvest Financial, LLC8,419$292K0.12%+2,51913F-HRTimeline
Prime Capital Investment Advisors, LLC8,309$288K<0.01%+13213F-HRTimeline
VICUS CAPITAL8,262$286K0.02%+1,89013F-HRTimeline
Simplicity Wealth,LLC8,219$285K0.02%-4813F-HRTimeline
Aspire Growth Partners LLC8,180$283K0.2%+9213F-HRTimeline
HARMONY ASSET MANAGEMENT LLC8,078$280K0.09%013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC8,048$279K<0.01%+6,34813F-HRTimelineGroup
SAX WEALTH ADVISORS, LLC8,038$279K0.01%013F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC7,980$277K0.02%-22413F-HRTimeline
CIBC WORLD MARKET INC.7,849$272K<0.01%+32513F-HRTimeline
Callan Family Office, LLC7,824$271K0.01%new13F-HRTimeline
OpenArc Corporate Advisory, LLC7,786$270K<0.01%13F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…7,753$269K0.03%+8713F-HRTimeline
Savvy Advisors, Inc.7,734$268K0.01%new13F-HRTimeline
Tenzing Financial LLC7,729$268K0.22%13F-HRTimeline
Berger Financial Group, Inc7,429$257K0.01%+13613F-HRTimeline
HBK Sorce Advisory LLC7,063$255K0.01%-17813F-HRTimeline
Trinity Wealth Management, LLC7,320$254K0.09%+14913F-HRTimeline
Ausdal Financial Partners, Inc.7,297$253K0.01%-2613F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.7,116$247K<0.01%+2,96113F-HRTimelineGroup
Oak Grove Capital LLC7,107$246K0.05%new13F-HRTimeline
FOCUSED ALPHA, LLC6,961$241K0.07%13F-HRTimeline
Vertex Planning Partners, LLC6,874$238K0.06%+43113F-HRTimeline
ADVISORTRUST PARTNERS, LLC6,849$237K0.1%13F-HRTimeline
CORA CAPITAL ADVISORS LLC6,778$235K0.09%new13F-HRTimeline
Compton Financial Group, LLC6,706$232K0.05%new13F-HRTimeline
COZAD ASSET MANAGEMENT INC6,705$232K0.02%013F-HRTimeline
VestGen Investment Management6,699$232K0.13%-31113F-HRTimeline
Cravens & Co Advisors, LLC6,194$223K0.15%-6613F-HRTimeline
Larson Financial Group LLC6,375$221K0.01%013F-HRTimeline
FinDec Wealth Services, Inc.6,281$218K0.23%-27513F-HRTimeline
Main Line Retirement Advisors, LLC6,229$216K0.11%+7113F-HR/ATimeline
Fisher Asset Management, LLC6,134$213K<0.01%-29513F-HRTimeline
Summit Trail Advisors, LLC6,075$210K<0.01%013F-HRTimeline
IFP Advisors, Inc6,010$208K<0.01%+54313F-HRTimeline
Forvis Mazars Wealth Advisors, LLC5,903$205K<0.01%013F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …5,843$202K<0.01%new13F-HRTimelineGroup
Gunpowder Capital Management, LLC dba O…5,841$202K0.16%13F-HRTimeline
McKinley Carter Wealth Services, Inc.5,803$201K0.01%new13F-HRTimeline
GeoWealth Management, LLC5,751$199K0.01%new13F-HRTimeline
Pinnacle Bancorp, Inc.5,750$199K0.06%013F-HRTimeline
Medallion Wealth Advisors, LLC5,616$195K0.07%013F-HRTimeline
Root Financial Partners, LLC5,540$192K0.01%013F-HRTimeline
Vermillion & White Wealth Management Gr…3,647$126K0.07%+35013F-HRTimeline
Allworth Financial LP2,702$93.6K<0.01%+27913F-HRTimeline
Essential Investment Partners LLC2,100$72.8K0.07%13F-HRTimeline
TD Waterhouse Canada Inc.1,989$68.9K<0.01%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV1,986$68.8K<0.01%+613F-HRTimeline
Richardson Capital Management LLC1,895$65.7K0.03%+47013F-HRTimeline
AMERIFLEX GROUP, INC.1,401$48.5K0.03%+45113F-HRTimeline
TD Capital Management LLC1,387$48K<0.01%new13F-HRTimeline
Arax Advisory Partners1,362$47.2K<0.01%+19413F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…1,268$44K0.02%+70713F-HRTimeline
CoreCap Advisors, LLC1,219$42.3K<0.01%+31913F-HRTimeline
Miller Capital Partners, Inc.1,184$41K0.02%13F-HRTimeline
CX Institutional1,198$41K<0.01%+1413F-HRTimeline
Pinnacle Wealth Planning Services, Inc.1,158$40.1K<0.01%new13F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC894$31K0.01%013F-HRTimeline
GAMMA Investing LLC827$28.7K<0.01%013F-HRTimeline
Sunbelt Securities, Inc.756$26.2K<0.01%+913F-HRTimeline
LANARK FINANCIAL, INC.740$25.6K<0.01%-613F-HRTimeline
Pflug Koory, LLC729$25.3K0.01%new13F-HRTimeline
Wellington Grp LLC714$24.7K0.01%13F-HR/ATimeline
Salomon & Ludwin, LLC680$24.2K<0.01%013F-HRTimeline
Clearstead Advisors, LLC696$24.1K<0.01%-10,64913F-HRTimeline
BAYBAN670$23.2K0.02%13F-HRTimeline
AMERICAN NATIONAL BANK & TRUST630$21.8K<0.01%013F-HRTimeline
AdvisorNet Financial, Inc621$21.5K<0.01%+4313F-HRTimeline
Indiana Trust & Investment Management Co605$21K0.01%013F-HRTimeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …590$20.4K<0.01%013F-HRTimelineGroup
McIlrath & Eck, LLC523$18.1K<0.01%013F-HRTimeline
BOKF, NAin group BOKF, NA510$17.7K<0.01%013F-HRTimelineGroup
Signature Equity Partners, LLC457$15.8K0.01%13F-HRTimeline
ARVEST INVESTMENTS, INC.442$15.3K<0.01%013F-HRTimeline
FMR LLCin group FMR LLC353$12.2K<0.01%new13F-HRTimelineGroup
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.350$12.1K<0.01%new13F-HRTimelineGroup
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…338$11.7K<0.01%-47913F-HRTimelineGroup
Strategic Wealth Partners, Ltd.335$11.6K<0.01%new13F-HRTimeline
Rossby Financial, LCC328$11.4K<0.01%+30513F-HRTimeline
Asset Dedication, LLC175$6.06K<0.01%013F-HRTimeline
CENTRAL TRUST Co125$4.33K<0.01%new13F-HRTimeline
Dunhill Financial, LLC117$4.05K<0.01%013F-HRTimeline
SIGNATUREFD, LLC84$2.91K<0.01%013F-HRTimeline
Turning Point Benefit Group, Inc.64$2.22K<0.01%-1613F-HRTimeline
Golden State Wealth Management, LLC16$561<0.01%+913F-HRTimeline
Archer Investment Corp6$208<0.01%013F-HRTimeline