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Disclosery

CGGO CAPITAL GROUP GBL GROWTH EQT

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SHS CREAT UNIT (fund)

304 managers (308 13F filers) reported a position in CGGO shares at 2025-03-31, 133,392,327 shares in all. 33 filers opened a position and 18 filers sold out during the quarter.

Managers
304
13F filers
308
New
33
Added
180
Reduced
56
Sold out
18
Shares held by filers
133,392,327

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
Capital Group Private Client Services, …in group CAPITAL GROUP INVESTMENT MANA…17,691,068$501M4.89%+1,683,17813F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC11,987,930$340M0.13%-268,72013F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…10,746,718$304M0.25%+601,92713F-HRTimelineGroup
LPL Financial LLC9,035,420$256M0.1%+2,289,57213F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY7,320,107$207M0.01%+1,105,69413F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding5,890,321$167M+896,613Timeline
COMMONWEALTH EQUITY SERVICES, LLC4,852,845$137M0.19%+948,20413F-HRTimeline
UBS Group AGin group UBS Group AG4,294,961$122M0.03%+58,45313F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.3,930,675$111M0.25%+366,81713F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN3,775,533$107M0.03%+584,86413F-HRTimelineGroup
Cetera Investment Advisers3,218,957$91.2M0.18%+436,83213F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA2,630,552$74.5M0.02%+17,44113F-HR/ATimelineGroup
MML INVESTORS SERVICES, LLC2,557,602$72.5M0.24%+396,42913F-HRTimeline
Cambridge Investment Research Advisors,…2,267,907$64.2M0.22%+124,15713F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…2,045,305$57.9M0.11%+176,03713F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP1,963,522$55.8M0.05%+628,51513F-HR/ATimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,909,720$54.1M<0.01%+326,70913F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.1,357,539$38.5M0.07%+49,43013F-HRTimelineGroup
Financial Council, LLC1,329,957$37.7M20.31%+44,75913F-HRTimeline
Arlington Financial Advisors, LLC1,193,825$33.8M5.94%+43,49513F-HRTimeline
Private Advisor Group, LLC1,192,553$33.8M0.2%+557,63113F-HRTimeline
Kestra Advisory Services, LLCgroup of 3 filers holding1,026,768$29.1M+120,634Timeline
Focus Partners Wealthin group Focus Partners Wealth964,892$27.3M0.07%-6,12213F-HR/ATimelineGroup
Janney Montgomery Scott LLC926,541$26.2M0.07%+37,66813F-HRTimeline
NewEdge Advisors, LLC912,454$25.8M0.15%+79,12313F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC900,868$25.5M1.2%+12,65013F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS795,254$22.5M0.06%+212,76113F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO791,511$22.4M0.03%+57,43113F-HR/ATimelineGroup
LVW Advisors, LLC768,724$21.8M2.62%+128,55413F-HRTimeline
Forge Financial Services LLC738,416$20.9M18.47%+16,64713F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP724,308$20.5M0.03%-4,83913F-HRTimelineGroup
D.A. DAVIDSON & CO.668,193$18.9M0.15%+19,57613F-HRTimeline
WNY Asset Management, LLC663,646$18.8M2.24%+7,26213F-HRTimeline
Reliant Wealth Planning637,627$18.1M8.24%+3,97313F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP598,733$17M0.02%+35,17113F-HRTimelineGroup
Prospera Financial Services Inc584,926$16.6M0.38%+27,44713F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…538,075$15.2M0.22%-51,77613F-HRTimelineGroup
Royal Harbor Partners, LLC517,374$14.7M5.68%+240,15713F-HRTimeline
Valmark Advisers, Inc.507,548$14.4M0.22%+197,35413F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC484,278$13.7M0.19%+40,71713F-HRTimelineGroup
Bleakley Financial Group, LLC445,882$12.6M0.41%+68,43513F-HRTimeline
Principle Wealth Partners LLC433,951$12.3M0.88%-10,29413F-HRTimeline
Ridgeline Wealth Planning, LLC423,957$12M11.8%+8,53513F-HRTimeline
Investment Planning Advisors, Inc.315,262$8.93M3.63%+20,84313F-HRTimeline
Souders Financial Advisors312,168$8.84M1.23%+21,12613F-HRTimeline
LifeGoal Investments, LLC309,959$8.77M9.48%-24,94713F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…302,650$8.57M0.27%-46,22613F-HRTimelineGroup
AA Financial Advisors, LLC287,581$8.15M1.99%+17,40613F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding282,823$8.01M+5,526Timeline
Clarity Wealth Advisors, LLC277,939$7.87M2.18%+13,64913F-HRTimeline
Main Street Financial Solutions, LLC267,039$7.57M0.66%+21,07713F-HRTimeline
Steward Partners Investment Advisory, L…265,415$7.52M0.07%+41,76713F-HRTimeline
NavPoint Financial, Inc.260,320$7.37M5.19%+10,55413F-HRTimeline
Strategic Blueprint, LLC248,981$7.05M0.38%+26,67413F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC239,197$6.78M0.02%+21,32413F-HRTimelineGroup
Gerber Kawasaki Wealth & Investment Man…234,539$6.64M0.3%+4,52713F-HRTimeline
Mariner, LLCin group Mariner, LLC231,843$6.57M0.01%+143,17213F-HRTimelineGroup
Carson Advisory Inc.226,120$6.41M4.31%+9,70113F-HRTimeline
WEST MICHIGAN ADVISORS, LLC224,633$6.36M2.11%+12,99513F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.223,777$6.34M0.04%+31,52113F-HRTimeline
HARBOUR INVESTMENTS, INC.220,327$6.24M0.18%+20,87113F-HRTimeline
Johnson Bixby & Associates, LLC218,467$6.19M0.93%-1,001,36113F-HRTimeline
MAI Capital Management217,306$6.16M0.05%+5,08013F-HRTimeline
U.S. Capital Wealth Advisors, LLC216,749$6.14M0.19%+12,70313F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…215,104$6.09M0.16%+12,84213F-HRTimelineGroup
VestGen Advisors, LLC210,613$5.97M0.27%13F-HRTimeline
HighTower Advisors, LLC208,543$5.91M0.01%-26,86013F-HRTimeline
Gutierrez Wealth Advisory, LLC208,212$5.9M4.79%+10,65613F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP204,631$5.8M0.09%-86,94913F-HRTimeline
&PARTNERS207,173$5.77M0.06%+70,23813F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers198,216$5.62M0.01%+7,09413F-HRTimelineGroup
OneAscent Financial Services LLCin group OneAscent Financial Services …195,386$5.56M0.36%+51,08413F-HRTimelineGroup
Integrated Wealth Concepts LLC195,312$5.53M0.06%+87,15113F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC195,006$5.52M0.01%-164,99413F-HR/ATimelineGroup
FLOW TRADERS U.S. LLC180,393$5.11M0.22%new13F-HRTimeline
Mutual Advisors, LLC172,898$4.91M0.14%+8,13713F-HRTimeline
ORBA Wealth Advisors, L.L.C.172,732$4.89M2.47%-16513F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…170,507$4.88M0.2%-6,25913F-HRTimelineGroup
Atria Wealth Solutions, Inc.166,778$4.72M0.06%+21,08913F-HRTimeline
SMITH, MOORE & CO.162,983$4.62M0.43%+5,87513F-HRTimeline
FINANCIAL MANAGEMENT NETWORK INC179,982$4.61M1.04%+11,59013F-HRTimeline
Balentine LLC159,946$4.53M0.19%+94,70013F-HRTimeline
Confluence Wealth Services, Inc.162,158$4.49M0.28%-17013F-HRTimeline
RPg Family Wealth Advisory, LLC157,395$4.46M1.27%new13F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC152,450$4.45M0.1%+20013F-HRTimelineGroup
FSM Wealth Advisors, LLC156,155$4.42M0.99%+10,14913F-HRTimeline
Koshinski Asset Management, Inc.154,616$4.38M0.37%+29,09513F-HRTimeline
Burford Brothers, Inc.151,304$4.29M2.08%+9,18313F-HRTimeline
Kera Capital Partners, Inc.147,330$4.17M1.24%+8,13113F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC143,997$4.08M0.11%-103,32613F-HRTimeline
Paragon Advisors, LLC141,710$4.01M1.52%+14,05413F-HRTimeline
Smartleaf Asset Management LLC139,391$3.96M0.38%+21,54413F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…134,308$3.8M0.01%-57,79513F-HRTimelineGroup
Advisor Resource Council133,631$3.79M0.31%+124,59113F-HRTimeline
Entruity Wealth, LLC131,596$3.73M3.51%-48,47113F-HRTimeline
Vestmark Advisory Solutions, Inc.127,292$3.61M0.09%+7,76613F-HRTimeline
Smith Thornton Advisors LLC125,737$3.56M2.22%new13F-HRTimeline
KWB Wealth121,540$3.55M0.43%+89,05813F-HRTimeline
AlphaCore Capital LLC121,112$3.43M0.29%new13F-HRTimeline
CWM, LLCin group CWM, LLC120,106$3.4M0.01%+17,51513F-HRTimelineGroup
SILVIA MCCOLL WEALTH MANAGEMENT, LLC117,801$3.34M2.53%+1,11513F-HRTimeline
Orion Porfolio Solutions, LLC115,511$3.27M0.03%+14,88813F-HRTimeline
Orion Portfolio Solutions, LLC115,511$3.27M0.03%+14,88813F-HR/ATimeline
San Luis Wealth Advisors LLC114,879$3.25M0.74%-35,99313F-HR/ATimeline
Smallwood Wealth Investment Management,…111,941$3.17M2%+4,42013F-HRTimeline
Leonard Rickey Investment Advisors P.L.…114,964$3.17M0.68%+1,90113F-HRTimeline
Merit Financial Group, LLC110,650$3.13M0.05%-68,29713F-HRTimeline
HBW ADVISORY SERVICES LLC106,525$3.02M0.43%+5,42513F-HRTimeline
DAVENPORT & Co LLC106,500$3.02M0.02%+3,63913F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC157,040$2.47M0.06%+71,85813F-HRTimeline
PFG Advisors86,560$2.45M0.14%+16,63313F-HRTimeline
Greykasell Wealth Strategies, Inc.85,554$2.42M1.29%+7,97113F-HRTimeline
Frazier Financial Advisors, LLC85,464$2.42M1.87%+26,53713F-HRTimeline
CVFG LLC84,528$2.39M2.18%+7,47913F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC80,625$2.29M0.19%+25,72813F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC79,640$2.26M<0.01%+36,57813F-HR/ATimelineGroup
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO79,321$2.25M0.02%013F-HRTimelineGroup
Tradition Wealth Management, LLC77,881$2.21M0.19%+1,70013F-HRTimeline
CLG LLC75,987$2.15M0.75%+1,34013F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC74,839$2.12M0.05%+3,50013F-HRTimelineGroup
EQ WEALTH ADVISORS, LLC74,642$2.11M1.68%+15,42613F-HRTimeline
J.W. COLE ADVISORS, INC.74,450$2.11M0.07%+56,32713F-HRTimeline
ROTHSCHILD INVESTMENT LLC72,718$2.06M0.14%+66,90813F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP72,100$2.04M<0.01%+18,07213F-HRTimelineGroup
Bill Few Associates, Inc.70,948$2.01M0.72%+4,27013F-HRTimeline
A&I FINANCIAL SERVICES, LLC69,522$1.97M1.33%+22,58813F-HRTimeline
Perennial Investment Advisors, LLC68,947$1.95M0.22%+41,62213F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC68,583$1.94M0.75%-1,02413F-HRTimeline
Trueblood Wealth Management, LLC67,733$1.92M0.89%+18,49013F-HRTimeline
MOSELEY INVESTMENT MANAGEMENT INC67,363$1.91M0.75%+29,65213F-HRTimeline
LongView Wealth Management66,946$1.9M0.57%+2,04013F-HRTimeline
Stonebridge Financial Group, LLC66,616$1.89M0.2%+43,43813F-HRTimeline
LANARK FINANCIAL, INC.62,392$1.77M0.15%+62,33513F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC60,474$1.71M0.11%+14,21613F-HRTimeline
ENDEAVOR PRIVATE WEALTH, INC.59,160$1.68M0.91%+9,32413F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.51,936$1.47M0.02%+11,02513F-HRTimelineGroup
Financial Perspectives, Inc51,364$1.46M0.5%+8,20613F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.51,353$1.45M<0.01%-1,22113F-HRTimelineGroup
Northwest Financial Advisors50,645$1.43M1.19%+3,85013F-HRTimeline
Modern Wealth Management, LLC49,810$1.41M0.05%-69313F-HR/ATimeline
Meridian Wealth Management, LLC48,319$1.37M0.07%+23913F-HRTimeline
Dynamic Advisor Solutions LLC47,955$1.36M0.04%+9,59213F-HRTimeline
EP Wealth Advisors, LLC47,370$1.34M0.01%new13F-HRTimeline
Total Clarity Wealth Management, Inc.44,914$1.31M0.43%-8213F-HRTimeline
Beacon Financial Advisory LLC44,891$1.27M0.39%+14,47413F-HRTimeline
Financial Advocates Investment Manageme…44,301$1.26M0.09%+2,13613F-HRTimeline
Strategic Family Wealth Counselors, L.L…43,390$1.23M0.4%+8,26813F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…43,174$1.22M0.03%+11,26513F-HRTimelineGroup
CALTON & ASSOCIATES, INC.41,945$1.19M0.27%+3,56013F-HR/ATimeline
44 WEALTH MANAGEMENT LLC38,732$1.1M0.41%+16413F-HRTimeline
Creative Planningin group Creative Planning37,964$1.08M<0.01%+2,28213F-HRTimelineGroup
SWEENEY & MICHEL, LLC42,452$1.07M0.47%13F-HRTimeline
Tempus Wealth Planning, LLC37,294$1.06M0.32%+7,38413F-HRTimeline
Professional Financial Advisors, LLC35,624$1.01M0.26%-14913F-HRTimeline
WOODMONT INVESTMENT COUNSEL LLC34,413$975K0.07%+5,93513F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…33,659$954K0.05%+3,38913F-HRTimelineGroup
WEATHERLY ASSET MANAGEMENT L. P.33,333$944K0.08%013F-HRTimeline
Arkadios Wealth Advisors33,061$937K0.04%013F-HRTimeline
Belpointe Asset Management LLC32,612$924K0.05%+36613F-HRTimeline
Ruggaard & Associates LLC32,530$922K0.4%+4,28713F-HRTimeline
Procyon Advisors, LLC31,341$888K0.05%+64113F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.31,157$883K0.01%+11,21113F-HRTimelineGroup
Geneos Wealth Management Inc.16,323$873K0.01%+14,02013F-HRTimeline
Advance Capital Management, Inc.30,350$860K0.04%-77913F-HRTimeline
Convergence Financial, LLC30,249$857K0.17%-1,15013F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC30,009$850K<0.01%013F-HRTimelineGroup
Mascagni Wealth Management, Inc.29,826$845K0.84%013F-HR/ATimeline
Moloney Securities Asset Management, LLC29,491$835K0.11%+6,28913F-HRTimeline
First Heartland Consultants, Inc.28,180$798K0.08%+10,01513F-HRTimeline
SITTNER & NELSON, LLC28,015$794K0.34%+8,22213F-HRTimeline
FinDec Wealth Services, Inc.27,976$793K0.78%-227,06413F-HRTimeline
Saxony Capital Management, LLC27,137$769K0.67%013F-HRTimeline
Walkner Condon Financial Advisors LLC26,980$764K0.15%-2,60013F-HRTimeline
KMG FIDUCIARY PARTNERS, LLC25,616$726K0.06%-1,83813F-HRTimeline
COMERICA BANK25,464$721K<0.01%-1,60913F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC25,362$719K0.01%+3,21213F-HRTimelineGroup
Quadrature Capital Ltdin group Quadrature Capital Ltd24,701$699K0.02%new13F-HRTimelineGroup
M.E. ALLISON & CO., INC.24,318$689K0.68%013F-HRTimeline
Patriot Financial Group Insurance Agenc…24,151$684K0.09%+2,86413F-HRTimeline
CATALYST FINANCIAL PARTNERS LLC24,040$681K0.13%+2,50813F-HRTimeline
180 WEALTH ADVISORS, LLC23,864$676K0.11%+1513F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC23,735$672K0.02%+6,50813F-HRTimeline
Brown Miller Wealth Management, LLC23,603$669K0.23%013F-HRTimeline
BridgePort Financial Solutions, LLC23,523$666K0.3%+1,86713F-HRTimeline
Olistico Wealth, LLC22,596$640K0.4%-113F-HRTimeline
Sovran Advisors, LLC23,427$636K0.08%new13F-HRTimeline
Capital International Investorsin group Capital International Investo…22,346$633K<0.01%-20,27013F-HRTimelineGroup
Moors & Cabot, Inc.21,869$620K0.03%+2,79813F-HRTimeline
SEAMOUNT FINANCIAL GROUP INC21,814$618K0.42%+70113F-HRTimeline
McNamara Financial Services, Inc.21,253$602K0.13%new13F-HRTimeline
World Investment Advisors21,048$596K0.02%+54213F-HRTimeline
Fearless Solutions, LLC dba Best Invest20,995$595K0.46%-26013F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV20,699$586K0.04%+1,35313F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC20,693$586K0.06%013F-HRTimeline
Lodestone Wealth Management LLC20,382$577K0.31%+22513F-HRTimeline
Ergawealth Advisors, Inc.20,229$573K0.28%-7,21313F-HRTimeline
CHOREO, LLC20,221$573K0.01%-40913F-HRTimeline
GWN SECURITIES INC.19,852$562K0.03%new13F-HRTimeline
Latitude Advisors, LLC19,694$558K0.32%+7,72813F-HRTimeline
Kingsview Wealth Management, LLC19,455$551K0.01%+3,50413F-HRTimeline