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Disclosery

CGGO CAPITAL GROUP GBL GROWTH EQT

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SHS CREAT UNIT (fund)

447 managers (454 13F filers) reported a position in CGGO shares at 2026-06-30, 217,431,626 shares in all. 57 filers opened a position and 19 filers sold out during the quarter.

Managers
447
13F filers
454
New
57
Added
225
Reduced
104
Sold out
19
Shares held by filers
217,431,626

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
Innovative Asset Advisors Group, LLC1,749$74K0.03%new13F-HRTimeline
CoreCap Advisors, LLC1,711$72.4K<0.01%+39613F-HRTimeline
Rossby Financial, LCC1,511$64K0.01%+38213F-HRTimeline
CX Institutional1,398$59K<0.01%+20013F-HRTimeline
TD Capital Management LLC1,387$58.7K<0.01%013F-HRTimeline
MCGUIRE CAPITAL ADVISORS INC1,372$58.1K0.03%new13F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…1,257$53.2K<0.01%new13F-HRTimelineGroup
Miller Capital Partners, Inc.1,184$50.1K0.02%013F-HRTimeline
FLAGSHIP WEALTH ADVISORS, LLC1,182$50K0.01%new13F-HRTimeline
Pinnacle Wealth Planning Services, Inc.1,158$49K<0.01%013F-HRTimeline
DiNuzzo Private Wealth, Inc.1,123$47.5K<0.01%013F-HRTimeline
Cape Investment Advisory, Inc.986$41.7K0.01%new13F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC894$37.8K0.01%013F-HRTimeline
Leo H. Evart, Inc.831$35.2K0.03%013F-HRTimeline
LANARK FINANCIAL, INC.740$31.3K<0.01%013F-HRTimeline
GAMMA Investing LLC737$31.2K<0.01%013F-HRTimeline
Pflug Koory, LLC729$30.9K0.01%013F-HRTimeline
Clearstead Advisors, LLC696$29.5K<0.01%013F-HRTimeline
BAYBAN670$28.4K0.02%013F-HRTimeline
Salomon & Ludwin, LLC680$28.1K<0.01%013F-HRTimeline
AMERICAN NATIONAL BANK & TRUST630$26.7K<0.01%013F-HRTimeline
Indiana Trust & Investment Management Co605$25.6K0.01%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management599$25.4K<0.01%new13F-HRTimelineGroup
TD Waterhouse Canada Inc.529$21.9K<0.01%013F-HRTimeline
BOKF, NAin group BOKF, NA510$21.6K<0.01%013F-HRTimelineGroup
Signature Equity Partners, LLC457$19.3K0.01%013F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.443$18.8K0.01%new13F-HRTimeline
ARVEST INVESTMENTS, INC.442$18.7K<0.01%013F-HRTimeline
FIDUCIARY FINANCIAL ADVISORS368$15.6K<0.01%new13F-HRTimeline
Vision Retirement, LLC357$15.1K<0.01%new13F-HRTimeline
Strategic Wealth Partners, Ltd.335$14.2K<0.01%013F-HRTimeline
VANGUARD ADVISERS INCin group VANGUARD GROUP INC302$12.8K<0.01%+6813F-HRTimelineGroup
Harborfront Financial Group LLC300$12.7K0.05%13F-HRTimeline
FMR LLCin group FMR LLC294$12.4K<0.01%-14313F-HRTimelineGroup
Asset Dedication, LLC266$11.2K<0.01%+9113F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…256$10.8K<0.01%-15813F-HRTimelineGroup
Ancora Advisors LLCin group Ancora Advisors LLC221$9.36K<0.01%013F-HRTimelineGroup
Strategic Investment Solutions, Inc. /IL147$6.22K<0.01%new13F-HRTimeline
CENTRAL TRUST Co125$5.29K<0.01%013F-HRTimeline
Dunhill Financial, LLC117$4.95K<0.01%013F-HRTimeline
SIGNATUREFD, LLC84$3.56K<0.01%013F-HRTimeline
MidFirst Bank80$3.39K<0.01%013F-HRTimeline
Bogart Wealth, LLC65$2.75K<0.01%new13F-HRTimeline
Key Financial Inc58$2.46K<0.01%new13F-HRTimeline
Golden State Wealth Management, LLC16$685<0.01%013F-HRTimeline
Archer Investment Corp6$254<0.01%013F-HR/ATimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…3$127<0.01%new13F-HRTimelineGroup