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Disclosery

CGGO CAPITAL GROUP GBL GROWTH EQT

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SHS CREAT UNIT (fund)

411 managers (417 13F filers) reported a position in CGGO shares at 2026-03-31, 203,549,806 shares in all. 37 filers opened a position and 17 filers sold out during the quarter.

Managers
411
13F filers
417
New
37
Added
223
Reduced
93
Sold out
17
Shares held by filers
203,549,806

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
CALTON & ASSOCIATES, INC.43,569$1.45M0.21%+37913F-HRTimeline
Kingsview Wealth Management, LLC43,464$1.45M0.02%+31,36613F-HRTimeline
SITTNER & NELSON, LLC43,247$1.44M0.53%+5,93413F-HRTimeline
Armstrong, Fleming & Moore, Inc42,815$1.43M0.61%-18813F-HRTimeline
Tempus Wealth Planning, LLC39,565$1.32M0.3%+42813F-HRTimeline
Professional Financial Advisors, LLC38,354$1.28M0.26%+48813F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV38,089$1.27M0.07%+11,84513F-HRTimeline
Stonebridge Financial Group, LLC / MO38,045$1.27M1.07%-51313F-HRTimeline
MGO ONE SEVEN LLC37,605$1.25M0.03%+7,67613F-HRTimeline
Procyon Advisors, LLC37,477$1.25M0.06%+57613F-HRTimeline
Belpointe Asset Management LLC36,864$1.23M0.04%+3,09013F-HRTimeline
Western Wealth Management, LLC36,618$1.22M0.05%+8,70813F-HR/ATimeline
First Heartland Consultants, Inc.36,373$1.21M0.09%+4,97313F-HRTimeline
LEGACY CAPITAL WEALTH MANAGEMENT, LLC35,232$1.18M0.69%-2813F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC35,135$1.17M<0.01%+4,79513F-HRTimelineGroup
Total Clarity Wealth Management, Inc.33,733$1.13M0.26%-11,62013F-HRTimeline
WEATHERLY ASSET MANAGEMENT L. P.33,609$1.12M0.09%+27613F-HRTimeline
Capital Investment Management, Inc.31,831$1.06M0.36%+3,84013F-HRTimeline
Signature Resources Capital Management,…31,826$1.06M0.5%+2,60913F-HRTimeline
Lodestone Wealth Management LLC31,385$1.05M0.42%+6,16713F-HR/ATimeline
Diversify Advisory Services, LLCgroup of 2 filers holding26,596$982K+12,398Timeline
Advyzon Investment Management, LLC28,471$950K0.09%+7,54313F-HRTimeline
Security Financial Services, INC.28,343$946K0.15%+4,12913F-HRTimeline
WealthSpring Partners, LLC28,261$943K0.87%new13F-HRTimeline
Lincoln Capital LLC28,288$942K0.18%-40913F-HRTimeline
SUMMIT WEALTH GROUP LLC / CO28,037$936K0.1%+2,37713F-HRTimeline
Financial Planning Navigators CORP27,737$926K0.41%-1,92913F-HRTimeline
Sanctuary Advisors, LLC27,216$908K<0.01%+9,39613F-HRTimeline
HRT FINANCIAL LP27,044$902K<0.01%new13F-HRTimeline
Dynamic Advisor Solutions LLC27,016$902K0.03%+1,32113F-HRTimeline
Capital Planning LLC26,614$888K0.29%013F-HRTimeline
BridgePort Financial Solutions, LLC26,547$886K0.25%+25513F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC26,087$871K<0.01%+5,62813F-HR/ATimelineGroup
M.E. ALLISON & CO., INC.25,914$865K0.57%+1,73013F-HRTimeline
American Financial Advisors, LLC25,171$840K0.11%+1,53313F-HRTimeline
Patriot Financial Group Insurance Agenc…24,444$816K0.05%+15,13613F-HRTimeline
MSH Capital Advisors LLC24,059$803K0.17%-2,98013F-HRTimeline
KINTRA WEALTH, LLC24,012$801K0.06%new13F-HRTimeline
UHLMANN PRICE SECURITIES, LLC23,856$796K0.05%+12213F-HRTimeline
Brown Miller Wealth Management, LLC23,603$788K0.22%013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC23,227$775K<0.01%+15,17913F-HRTimelineGroup
CERTIOR FINANCIAL GROUP, LLC22,725$758K0.48%+79313F-HRTimeline
Moors & Cabot, Inc.22,718$758K0.03%+88413F-HRTimeline
Olistico Wealth, LLC22,689$757K0.37%013F-HRTimeline
Lantern Wealth Advisors, LLC22,360$746K0.38%+2,54713F-HRTimeline
Cornerstone Wealth Management, LLC22,353$746K0.04%+66513F-HRTimeline
OneDigital Investment Advisors LLC22,334$745K0.01%+2,58913F-HRTimeline
180 WEALTH ADVISORS, LLC22,267$743K0.08%-1,30513F-HRTimeline
HB Wealth Management, LLC22,124$738K<0.01%-3,89513F-HRTimeline
Signature Wealth Management Group20,920$698K0.27%+1,18513F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…20,824$695K0.06%+10,79713F-HRTimelineGroup
Fearless Solutions, LLC dba Best Invest20,639$689K0.42%-14313F-HRTimeline
Investment Planning Advisors, Inc.20,270$676K0.19%+38713F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV19,324$645K<0.01%+52013F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC19,080$637K0.02%+2,56413F-HRTimeline
IHT Wealth Management, LLC18,584$620K0.01%+6,99513F-HRTimeline
Howard Capital Management Group, LLC18,566$620K0.04%013F-HRTimeline
Tudor Financial Inc.18,448$616K0.31%+55813F-HR/ATimeline
Visionary Wealth Advisors18,289$610K0.03%+2,04213F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC18,241$609K0.01%+60913F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp17,879$597K<0.01%new13F-HRTimelineGroup
Good Harbor Advisors, Inc.17,713$591K0.65%+70013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…17,359$590K0.04%-7413F-HRTimeline
KMG FIDUCIARY PARTNERS, LLC17,401$581K0.04%-713F-HRTimeline
CHOREO, LLC17,214$574K0.01%-1,06213F-HRTimeline
GWN SECURITIES INC.16,953$566K0.11%+2,53613F-HRTimeline
Perigon Wealth Management, LLC16,820$561K0.01%+1,74913F-HRTimeline
Financial Security Advisor, Inc.16,595$554K0.1%+3913F-HRTimeline
Walkner Condon Financial Advisors LLC16,560$553K0.07%-50013F-HRTimeline
Cornerstone Advisory, LLC16,149$539K0.05%-2,87013F-HRTimeline
Capital Investment Advisory Services, L…15,848$529K0.04%+5,76713F-HRTimeline
Summit Global Investmentsin group Summit Global Investments15,467$516K0.03%+79913F-HRTimelineGroup
Mayflower Financial Advisors, LLC15,453$516K0.06%+5,70913F-HRTimeline
Balboa Wealth Partners15,309$511K0.09%+60013F-HRTimeline
Regal Investment Advisors LLC14,583$487K0.03%new13F-HRTimeline
PRIVATE TRUST CO NA14,507$484K0.04%+3,15113F-HRTimeline
MONEY CONCEPTS CAPITAL CORP14,440$482K0.03%+1,24013F-HRTimeline
McNamara Financial Services, Inc.13,930$465K0.09%-1,18013F-HRTimeline
M Holdings Securities, Inc.12,440$458K0.03%-37013F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC13,379$446K<0.01%+3,41113F-HRTimelineGroup
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.13,145$439K<0.01%+2,79813F-HRTimelineGroup
NORTHERN TRUST CORPin group NORTHERN TRUST CORP12,829$428K<0.01%013F-HRTimelineGroup
Waterloo Capital, L.P.12,814$428K0.03%-4313F-HRTimeline
ADAMSBROWN WEALTH CONSULTANTS LLC12,251$409K0.11%013F-HRTimeline
Synergy Investment Management, LLC12,025$401K0.13%013F-HRTimeline
United Advisor Group, LLC11,587$387K0.05%013F-HRTimeline
BRIGHTON JONES LLC11,187$373K0.01%new13F-HR/ATimeline
Troutman Wealth Management, LLC11,089$370K0.31%013F-HRTimeline
Octavia Wealth Advisors, LLC10,830$361K0.03%+36613F-HRTimeline
QUADRANT CAPITAL GROUP LLC10,819$361K0.01%-8,04713F-HR/ATimeline
MFA Wealth Services10,739$358K0.24%+1,36313F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC10,700$357K<0.01%-29,70013F-HRTimeline
KMT WEALTH MANAGEMENT, LLC10,286$343K0.19%013F-HRTimeline
Lantz Financial LLC10,200$340K0.07%+17913F-HRTimeline
Vigil Wealth Management, LLC10,184$340K0.27%+19213F-HRTimeline
WEDBUSH SECURITIES INC10,127$338K0.01%-63013F-HRTimeline
Aspen Capital Management, LLC9,974$333K0.08%013F-HRTimeline
HUB Investment Partners, LLC9,968$333K0.01%-2,39613F-HRTimeline
Presper Financial Architects, LLC9,866$329K0.2%-13,88113F-HRTimeline
Meeder Advisory Services, Inc.in group Meeder Advisory Services, Inc.9,591$320K0.01%+1,10413F-HRTimelineGroup
VICUS CAPITAL9,542$318K0.02%+1,28013F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC9,448$315K0.01%-77913F-HRTimeline
Simplicity Wealth,LLC9,227$308K0.02%+1,00813F-HRTimeline
Founders Financial Alliance, LLC9,100$304K0.05%+44013F-HRTimeline
Trinity Wealth Management, LLC9,032$301K0.11%+1,71213F-HRTimeline
ADVISORTRUST PARTNERS, LLC9,018$301K0.13%+2,16913F-HRTimeline
BARRETT & COMPANY, INC.8,977$300K0.1%013F-HRTimeline
KPP Advisory Services LLC8,921$298K0.04%-78113F-HRTimeline
Sequoia Financial Advisors, LLC8,818$294K<0.01%013F-HRTimeline
LexAurum Advisors, LLC8,736$292K0.04%13F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC8,639$288K0.01%-14813F-HRTimelineGroup
SmartHarvest Portfolios, LLC8,500$284K0.12%new13F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC8,467$283K0.02%-11,56713F-HRTimeline
Nvest Financial, LLC8,419$281K0.1%013F-HRTimeline
Tenzing Financial LLC7,729$281K0.21%013F-HRTimeline
CIBC WORLD MARKET INC.8,349$279K<0.01%+50013F-HRTimeline
SAX WEALTH ADVISORS, LLC8,038$279K0.01%013F-HRTimeline
Prime Capital Investment Advisors, LLC8,309$277K<0.01%013F-HRTimeline
HARMONY ASSET MANAGEMENT LLC8,240$275K0.08%+16213F-HRTimeline
Aspire Growth Partners LLC8,180$273K0.19%013F-HRTimeline
HBK Sorce Advisory LLC6,872$273K0.01%-19113F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC7,980$266K0.02%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\7,945$265K<0.01%-1,89513F-HRTimelineGroup
COMMERCE BANKin group COMMERCE BANK7,864$262K<0.01%new13F-HRTimelineGroup
Bay Colony Advisory Group, Inc d/b/a Ba…7,753$259K0.03%013F-HRTimeline
Ausdal Financial Partners, Inc.7,669$256K0.01%+37213F-HRTimeline
Savvy Advisors, Inc.7,566$252K0.01%-16813F-HRTimeline
COZAD ASSET MANAGEMENT INC7,525$251K0.02%+82013F-HRTimeline
Berger Financial Group, Inc7,429$248K0.01%013F-HRTimeline
Kovack Advisors, Inc.7,133$242K0.01%-2,03013F-HRTimeline
Larson Financial Group LLC7,233$241K0.01%+85813F-HRTimeline
OpenArc Corporate Advisory, LLC7,114$237K<0.01%-67213F-HRTimeline
Convergence Financial, LLC7,009$234K0.02%-20,39013F-HRTimeline
CIBC Bancorp USA Inc.in group CIBC Bancorp USA Inc.6,976$233K<0.01%13F-HRTimelineGroup
Clark Capital Management Group, Inc.6,976$233K<0.01%new13F-HRTimeline
Advisor Resource Council6,975$233K0.09%-1,56013F-HRTimeline
FOCUSED ALPHA, LLC6,961$232K0.07%013F-HRTimeline
WORLD EQUITY GROUP, INC.6,886$230K0.06%new13F-HRTimeline
Vertex Planning Partners, LLC6,874$229K0.04%013F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.6,796$227K0.01%new13F-HRTimelineGroup
CORA CAPITAL ADVISORS LLC6,774$226K0.07%-413F-HRTimeline
Symphony Financial, Ltd. Co.6,738$225K0.03%new13F-HRTimeline
Worth Financial Advisory Group, LLC995$217K0.1%new13F-HRTimeline
Cravens & Co Advisors, LLC6,323$211K0.14%+12913F-HRTimeline
KENNEDY INVESTMENT GROUP, INC.6,290$210K0.08%new13F-HRTimeline
FinDec Wealth Services, Inc.6,281$210K0.26%013F-HRTimeline
SAPIENT CAPITAL LLC6,260$209K<0.01%new13F-HR/ATimeline
Main Line Retirement Advisors, LLC6,229$208K0.1%013F-HRTimeline
VestGen Investment Management6,101$204K0.11%-59813F-HRTimeline
Summit Trail Advisors, LLC6,075$203K<0.01%013F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …6,042$202K<0.01%+19913F-HRTimelineGroup
Junk Investment Group, LLC6,016$201K0.11%13F-HRTimeline
Pinnacle Bancorp, Inc.5,900$197K0.06%+15013F-HRTimeline
Gunpowder Capital Management, LLC dba O…5,841$195K0.15%013F-HRTimeline
GeoWealth Management, LLC5,594$187K0.01%-15713F-HRTimeline
IFP Advisors, Inc4,705$157K<0.01%-1,30513F-HRTimeline
Root Financial Partners, LLC4,080$136K0.01%-1,46013F-HRTimeline
MATHER GROUP, LLC.2,794$93.2K<0.01%new13F-HRTimeline
MOTCO2,666$89K0.01%new13F-HRTimeline
Allworth Financial LP2,640$88.1K<0.01%-6213F-HRTimeline
Richardson Capital Management LLC2,490$83.1K0.04%+59513F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC2,009$75.6K<0.01%new13F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV2,258$75.3K<0.01%+27213F-HRTimeline
Essential Investment Partners LLC2,100$70.1K0.06%013F-HRTimeline
Medallion Wealth Advisors, LLC1,833$61.2K0.02%-3,78313F-HRTimeline
Arax Advisory Partners1,639$56.2K<0.01%+27713F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…1,550$51.8K0.02%+28213F-HRTimeline
Sunbelt Securities, Inc.1,449$48.3K<0.01%+69313F-HRTimeline
AMERIFLEX GROUP, INC.1,401$46.8K0.02%013F-HRTimeline
TD Capital Management LLC1,387$46.3K<0.01%013F-HRTimeline
CoreCap Advisors, LLC1,315$43.9K<0.01%+9613F-HRTimeline
CX Institutional1,198$40K<0.01%013F-HRTimeline
Miller Capital Partners, Inc.1,184$39.5K0.02%013F-HRTimeline
Pinnacle Wealth Planning Services, Inc.1,158$38.6K<0.01%013F-HRTimeline
Rossby Financial, LCC1,129$38.4K0.01%+80113F-HRTimeline
DiNuzzo Private Wealth, Inc.1,123$37.5K<0.01%new13F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC894$29.8K0.01%013F-HRTimeline
Leo H. Evart, Inc.831$27.7K0.02%13F-HR/ATimeline
LANARK FINANCIAL, INC.740$24.7K<0.01%013F-HRTimeline
GAMMA Investing LLC737$24.6K<0.01%-9013F-HRTimeline
Pflug Koory, LLC729$24.3K0.01%013F-HRTimeline
Wellington Grp LLC714$23.8K0.01%013F-HRTimeline
Clearstead Advisors, LLC696$23.2K<0.01%013F-HRTimeline
Salomon & Ludwin, LLC680$23K<0.01%013F-HRTimeline
BAYBAN670$22.4K0.02%013F-HRTimeline
AMERICAN NATIONAL BANK & TRUST630$21K<0.01%013F-HRTimeline
Indiana Trust & Investment Management Co605$20.2K0.01%013F-HRTimeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …590$19.7K<0.01%013F-HRTimelineGroup
TD Waterhouse Canada Inc.529$17.9K<0.01%-1,46013F-HRTimeline
BOKF, NAin group BOKF, NA510$17K<0.01%013F-HRTimelineGroup
Signature Equity Partners, LLC457$15.2K0.01%013F-HRTimeline
POM Investment Strategies, LLC456$15.2K0.02%new13F-HRTimeline
ARVEST INVESTMENTS, INC.442$14.7K<0.01%013F-HRTimeline
FMR LLCin group FMR LLC437$14.6K<0.01%+8413F-HRTimelineGroup
AdvisorNet Financial, Inc425$14.2K<0.01%-19613F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…414$13.8K<0.01%+7613F-HRTimelineGroup
McIlrath & Eck, LLC401$13.4K<0.01%-12213F-HRTimeline
Strategic Wealth Partners, Ltd.335$11.2K<0.01%013F-HRTimeline
MassMutual Private Wealth & Trust, FSB315$10.5K<0.01%new13F-HRTimeline
CVA Family Office, LLC304$10.1K<0.01%new13F-HRTimeline