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Disclosery

CGGO CAPITAL GROUP GBL GROWTH EQT

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SHS CREAT UNIT (fund)

293 managers (296 13F filers) reported a position in CGGO shares at 2024-12-31, 121,691,972 shares in all. 32 filers opened a position and 9 filers sold out during the quarter.

Managers
293
13F filers
296
New
32
Added
162
Reduced
48
Sold out
9
Shares held by filers
121,691,972

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
Capital Group Private Client Services, …in group CAPITAL GROUP INVESTMENT MANA…16,007,890$468M4.3%+949,47213F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC12,256,650$358M0.13%13F-HR/ATimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…10,144,791$296M0.25%+945,21613F-HRTimelineGroup
LPL Financial LLC6,745,848$197M0.08%+1,209,00813F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY6,214,413$182M0.01%+1,254,47213F-HR/ATimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding4,993,708$146M+773,438Timeline
UBS Group AGin group UBS Group AG4,236,508$124M0.03%-145,24413F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC3,904,641$114M0.17%+520,37313F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.3,563,858$104M0.23%+942,26013F-HR/ATimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN3,190,669$93.2M0.02%+196,01913F-HRTimelineGroup
Cetera Investment Advisers2,782,125$81.3M0.17%+512,16213F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA2,613,111$76.4M0.02%+580,29113F-HRTimelineGroup
MML INVESTORS SERVICES, LLC2,161,173$63.1M0.22%+276,12113F-HRTimeline
Cambridge Investment Research Advisors,…2,143,750$62.6M0.21%+124,42113F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…1,869,268$54.6M0.1%+162,87013F-HR/ATimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,583,011$46.3M<0.01%+112,47513F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP1,335,007$39M0.04%+480,01213F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.1,308,109$38.2M0.07%+46,58813F-HRTimelineGroup
Financial Council, LLC1,285,198$37.6M19.35%+54,48813F-HRTimeline
Johnson Bixby & Associates, LLC1,219,828$35.6M5.44%-104,99713F-HRTimeline
Arlington Financial Advisors, LLC1,150,330$33.6M6.68%+50,69413F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth971,014$28.4M0.07%-9,96813F-HR/ATimelineGroup
Kestra Advisory Services, LLCgroup of 2 filers holding906,134$26.5M-239,459Timeline
Janney Montgomery Scott LLC888,873$26M0.07%new13F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC888,218$26M1.18%+23,82213F-HRTimelineGroup
NewEdge Advisors, LLC833,331$24.3M0.15%+72,09613F-HRTimeline
Forge Financial Services LLC721,769$22.1M18.55%13F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO734,080$21.4M0.03%+50,97713F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP729,147$21.3M0.04%-4,15313F-HRTimelineGroup
WNY Asset Management, LLC656,384$19.2M2.38%+27,20413F-HRTimeline
D.A. DAVIDSON & CO.648,617$19M0.15%+5,40013F-HRTimeline
LVW Advisors, LLC640,170$18.7M2.29%+98,84713F-HRTimeline
Private Advisor Group, LLC634,922$18.6M0.1%+118,20513F-HRTimeline
Reliant Wealth Planning633,654$18.5M8.68%+20,90713F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…589,851$17.2M0.24%+39,83913F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS582,493$17M0.05%+125,92713F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP563,562$16.5M0.02%+40,10413F-HRTimelineGroup
Prospera Financial Services Inc557,479$16.3M0.38%-141,89713F-HRTimeline
Independent Advisor Alliance461,159$13.5M0.18%new13F-HRTimeline
Principle Wealth Partners LLC444,245$13M0.91%-26,92713F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC443,561$13M0.19%+24,06213F-HRTimelineGroup
Ridgeline Wealth Planning, LLC415,422$12.1M11.62%13F-HRTimeline
Bleakley Financial Group, LLC377,447$11M0.33%-6,08713F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC360,000$10.5M0.02%+159,22213F-HRTimelineGroup
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding348,876$10.2M+21,150Timeline
LifeGoal Investments, LLC334,906$9.79M10.62%13F-HRTimeline
OLD MISSION CAPITAL LLC331,424$9.68M0.23%+191,11013F-HRTimeline
Valmark Advisers, Inc.310,194$9.06M0.14%+42,76913F-HRTimeline
Investment Planning Advisors, Inc.294,419$8.6M3.76%+43,28113F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP291,580$8.52M0.12%+3,28513F-HRTimeline
Souders Financial Advisors291,042$8.5M1.19%+25,59013F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding277,297$8.1M+11,528Timeline
Royal Harbor Partners, LLC277,217$8.1M3.06%new13F-HRTimeline
AA Financial Advisors, LLC270,175$7.89M2.11%+40,51213F-HRTimeline
Clarity Wealth Advisors, LLC264,290$7.72M2.11%+32,19013F-HRTimeline
FinDec Wealth Services, Inc.255,040$7.45M5.17%-29,50713F-HRTimeline
NavPoint Financial, Inc.249,766$7.3M5.77%-5,03813F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC247,323$7.23M0.18%-23,23113F-HRTimeline
Main Street Financial Solutions, LLC245,962$7.19M0.71%+4,05813F-HRTimeline
HighTower Advisors, LLC235,403$6.88M0.01%+10,55313F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…230,012$6.72M0.29%+12,70713F-HRTimeline
NOVEM GROUP224,217$6.55M0.97%13F-HRTimeline
Steward Partners Investment Advisory, L…223,648$6.53M0.06%+23,28713F-HRTimeline
Strategic Blueprint, LLC222,307$6.5M0.39%+101,68513F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC217,873$6.37M0.02%+8,13313F-HRTimelineGroup
Carson Advisory Inc.216,419$6.32M4.4%+93513F-HRTimeline
MAI Capital Management212,226$6.2M0.05%-10,13213F-HRTimeline
WEST MICHIGAN ADVISORS, LLC211,638$6.18M1.87%-12,21613F-HRTimeline
U.S. Capital Wealth Advisors, LLC204,046$5.96M0.18%+3,32713F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…202,262$5.91M0.15%+44,18013F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.199,456$5.83M0.17%+50,70913F-HRTimeline
Gutierrez Wealth Advisory, LLC197,556$5.77M4.76%13F-HR/ATimeline
AVANTAX ADVISORY SERVICES, INC.192,256$5.62M0.04%+52,14813F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…192,103$5.61M0.01%+122,71813F-HRTimelineGroup
NATIXIS ADVISORS, LLCin group Natixis Investment Managers191,122$5.58M0.01%+9,84213F-HRTimelineGroup
Entruity Wealth, LLC180,067$5.26M5.22%13F-HRTimeline
Merit Financial Group, LLC178,947$5.23M0.09%+63413F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…176,766$5.17M0.18%+49,04413F-HRTimelineGroup
ORBA Wealth Advisors, L.L.C.172,897$5.05M2.64%-7,28613F-HRTimeline
Confluence Wealth Services, Inc.162,328$4.99M0.32%+19,74813F-HRTimeline
FINANCIAL MANAGEMENT NETWORK INC168,392$4.97M1.03%+1,84813F-HRTimeline
Mutual Advisors, LLC164,761$4.9M0.14%-26,61613F-HRTimeline
SMITH, MOORE & CO.157,108$4.59M0.42%new13F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC152,250$4.45M0.1%+30,81013F-HRTimelineGroup
San Luis Wealth Advisors LLC150,872$4.41M0.83%-4,67613F-HRTimeline
FSM Wealth Advisors, LLC146,006$4.34M1.06%+3,81613F-HRTimeline
Atria Wealth Solutions, Inc.145,689$4.26M0.05%+35,30113F-HRTimeline
OneAscent Financial Services LLCin group OneAscent Financial Services …144,302$4.22M0.36%new13F-HRTimelineGroup
LEGACY CAPITAL WEALTH MANAGEMENT, LLC142,965$4.18M4.15%13F-HRTimeline
Burford Brothers, Inc.142,121$4.15M2.04%+11,28313F-HRTimeline
Kera Capital Partners, Inc.139,199$4.07M1.17%13F-HRTimeline
&PARTNERS136,935$4.04M0.05%+46,23513F-HRTimeline
Paragon Advisors, LLC127,656$3.73M1.28%+15,89613F-HRTimeline
Koshinski Asset Management, Inc.125,521$3.67M0.33%+25,13713F-HRTimeline
Vestmark Advisory Solutions, Inc.119,526$3.49M0.12%+9,23213F-HRTimeline
Smartleaf Asset Management LLC117,847$3.46M0.35%+16,15013F-HRTimeline
SILVIA MCCOLL WEALTH MANAGEMENT, LLC116,686$3.41M2.56%-59613F-HRTimeline
Leonard Rickey Investment Advisors P.L.…113,063$3.3M0.76%+40,70113F-HRTimeline
Integrated Wealth Concepts LLC108,161$3.16M0.04%+62,86513F-HRTimeline
Smallwood Wealth Investment Management,…107,521$3.14M2.17%+1,17313F-HRTimeline
DAVENPORT & Co LLC102,861$3.01M0.02%+1,18213F-HRTimeline
CWM, LLCin group CWM, LLC102,591$3M0.01%+60,30413F-HRTimelineGroup
HBW ADVISORY SERVICES LLC101,100$2.95M0.3%+10,07913F-HRTimeline
Orion Porfolio Solutions, LLC100,623$2.94M0.03%+5,59413F-HRTimeline
Orion Portfolio Solutions, LLC100,623$2.94M0.03%+5,59413F-HRTimeline
Colonial River Investments, LLC97,728$2.86M1.38%+3,51213F-HRTimeline
MARSHALL WACE, LLPin group MARSHALL WACE, LLP96,213$2.81M<0.01%new13F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC88,671$2.59M<0.01%+3,52713F-HRTimelineGroup
SAGESPRING WEALTH PARTNERS, LLC85,182$2.49M0.07%13F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO79,321$2.32M0.02%013F-HRTimelineGroup
Greykasell Wealth Strategies, Inc.77,583$2.27M1.26%13F-HRTimeline
CVFG LLC77,049$2.25M2.05%13F-HRTimeline
Tradition Wealth Management, LLC76,181$2.23M0.2%-1,98713F-HRTimeline
CLG LLC74,647$2.18M0.78%13F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC71,339$2.08M0.05%+6,36313F-HRTimelineGroup
PFG Advisors69,927$2.04M0.13%+6,43713F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC69,607$2.03M0.79%-1,73713F-HRTimeline
Vise Technologies, Inc.66,761$1.95M0.16%+48,99013F-HRTimeline
Bill Few Associates, Inc.66,678$1.95M0.68%+9,72413F-HRTimeline
Balentine LLC65,246$1.91M0.08%013F-HRTimeline
LongView Wealth Management64,906$1.9M0.58%+6,92013F-HRTimeline
EQ WEALTH ADVISORS, LLC59,216$1.73M1.66%13F-HRTimeline
Frazier Financial Advisors, LLC58,927$1.73M1.37%+17,17213F-HRTimeline
BlackDiamond Wealth Management, LLC58,629$1.71M0.99%+3,87013F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC54,897$1.6M0.14%+4213F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP54,028$1.58M<0.01%+20,54313F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.52,574$1.54M<0.01%new13F-HRTimelineGroup
Modern Wealth Management, LLC50,503$1.48M0.06%new13F-HR/ATimeline
ENDEAVOR PRIVATE WEALTH, INC.49,836$1.46M1.38%13F-HRTimeline
GTS SECURITIES LLC49,347$1.44M0.07%+39,79713F-HRTimeline
Trueblood Wealth Management, LLC49,243$1.44M0.71%+10,11413F-HRTimeline
CRITERION CAPITAL ADVISORS, LLC47,730$1.41M0.88%013F-HRTimeline
Meridian Wealth Management, LLC48,080$1.4M0.07%+42513F-HRTimeline
Armstrong, Fleming & Moore, Inc47,292$1.38M0.84%+66813F-HRTimeline
A&I FINANCIAL SERVICES, LLC46,934$1.37M1.34%13F-HRTimeline
Northwest Financial Advisors46,795$1.37M1.13%+1513F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC46,258$1.35M0.08%+13,63813F-HRTimeline
Total Clarity Wealth Management, Inc.44,996$1.31M0.43%-24,05413F-HRTimeline
Financial Perspectives, Inc43,158$1.26M0.42%+3,70913F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC43,062$1.26M<0.01%+28,98913F-HRTimelineGroup
Capital International Investorsin group Capital International Investo…42,616$1.25M<0.01%+3,10213F-HRTimelineGroup
Financial Advocates Investment Manageme…42,165$1.23M0.07%-1,45013F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.40,911$1.2M0.02%+11,75113F-HRTimelineGroup
44 WEALTH MANAGEMENT LLC38,568$1.13M0.43%013F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …38,491$1.12M0.02%-1,68513F-HRTimelineGroup
CALTON & ASSOCIATES, INC.38,385$1.12M0.5%+61513F-HRTimeline
Dynamic Advisor Solutions LLC38,363$1.12M0.05%+29313F-HRTimeline
MOSELEY INVESTMENT MANAGEMENT INC37,711$1.1M0.43%+2,70813F-HRTimeline
Professional Financial Advisors, LLC35,773$1.05M0.27%+98013F-HRTimeline
Creative Planningin group Creative Planning35,682$1.04M<0.01%-84413F-HRTimelineGroup
Strategic Family Wealth Counselors, L.L…35,122$1.03M0.33%+11,54413F-HRTimeline
KWB Wealth32,482$979K0.12%new13F-HRTimeline
WEATHERLY ASSET MANAGEMENT L. P.33,333$974K0.09%new13F-HRTimeline
Arkadios Wealth Advisors33,061$966K0.05%+29413F-HRTimeline
Belpointe Asset Management LLC32,246$963K0.06%-35013F-HRTimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.32,413$947K<0.01%+21,28313F-HRTimelineGroup
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…31,909$932K0.03%+5,71613F-HRTimelineGroup
Convergence Financial, LLC31,399$917K0.18%+2,12613F-HRTimeline
Advance Capital Management, Inc.31,129$910K0.04%+50413F-HRTimeline
Procyon Advisors, LLC30,700$897K0.06%+71813F-HRTimeline
Beacon Financial Advisory LLC30,417$889K0.29%+3,85313F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…30,270$884K0.05%+24613F-HRTimelineGroup
WR Wealth Planners, LLC30,094$879K0.28%-46,86713F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC30,009$877K<0.01%+2,23613F-HRTimelineGroup
Tempus Wealth Planning, LLC29,910$874K0.27%+6,22313F-HRTimeline
Walkner Condon Financial Advisors LLC29,580$864K0.18%+69013F-HRTimeline
Mascagni Wealth Management, Inc.29,826$845K0.84%13F-HR/ATimeline
WOODMONT INVESTMENT COUNSEL LLC28,478$832K0.06%+3,65713F-HRTimeline
Ruggaard & Associates LLC28,243$825K0.36%-1813F-HRTimeline
KMG FIDUCIARY PARTNERS, LLC27,454$802K0.07%-2,31913F-HRTimeline
Ergawealth Advisors, Inc.27,442$802K0.4%-2,33913F-HRTimeline
Perennial Investment Advisors, LLC27,325$798K0.09%new13F-HRTimeline
Saxony Capital Management, LLC27,137$793K0.7%+1713F-HRTimeline
COMERICA BANK27,073$791K<0.01%-16913F-HR/ATimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC26,441$773K0.01%new13F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…24,648$752K0.04%+1,09413F-HRTimeline
M.E. ALLISON & CO., INC.24,318$711K0.78%13F-HRTimeline
180 WEALTH ADVISORS, LLC23,849$697K0.11%+5,75713F-HRTimeline
Brown Miller Wealth Management, LLC23,603$690K0.26%013F-HRTimeline
Moloney Securities Asset Management, LLC23,202$678K0.09%-56213F-HRTimeline
Stonebridge Financial Group, LLC23,178$677K0.07%13F-HRTimeline
Olistico Wealth, LLC22,597$660K0.38%+1913F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC22,150$647K0.01%+3,48713F-HRTimelineGroup
BridgePort Financial Solutions, LLC21,656$637K0.29%13F-HRTimeline
CATALYST FINANCIAL PARTNERS LLC21,532$629K0.12%+2,52013F-HRTimeline
Patriot Financial Group Insurance Agenc…21,287$622K0.08%+1,48213F-HRTimeline
Fearless Solutions, LLC dba Best Invest21,255$621K0.47%13F-HRTimeline
SEAMOUNT FINANCIAL GROUP INC21,113$617K0.43%+12,75413F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC20,693$605K0.06%013F-HRTimeline
CHOREO, LLC20,630$603K0.01%+5613F-HRTimeline
World Investment Advisors20,506$599K0.02%-1,32713F-HRTimeline
Lodestone Wealth Management LLC20,157$589K0.3%+1,28613F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.19,946$583K0.01%new13F-HRTimelineGroup
SITTNER & NELSON, LLC19,793$578K0.25%+10013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO19,735$577K<0.01%+16,98113F-HRTimelineGroup
NATIONS FINANCIAL GROUP INC, /IA/ /ADV19,346$565K0.04%+1,60113F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC19,196$561K0.04%-2,84113F-HRTimeline
UHLMANN PRICE SECURITIES, LLC19,073$557K0.42%+1,94713F-HRTimeline
Moors & Cabot, Inc.19,071$557K0.03%+4,45813F-HRTimeline
Howard Capital Management Group, LLC18,566$542K0.04%013F-HRTimeline