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Disclosery

CGGO CAPITAL GROUP GBL GROWTH EQT

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SHS CREAT UNIT (fund)

322 managers (326 13F filers) reported a position in CGGO shares at 2025-06-30, 146,464,531 shares in all. 31 filers opened a position and 16 filers sold out during the quarter.

Managers
322
13F filers
326
New
31
Added
173
Reduced
79
Sold out
16
Shares held by filers
146,464,531

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
Capital Group Private Client Services, …in group CAPITAL GROUP INVESTMENT MANA…18,220,559$583M5.05%+529,49113F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC12,059,891$386M0.13%+71,96113F-HRTimelineGroup
LPL Financial LLC11,152,596$357M0.12%+2,117,17613F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…10,760,763$344M0.25%+14,04513F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY7,498,646$240M0.02%+178,53913F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding7,226,907$231M+1,336,586Timeline
Cetera Investment Advisers5,855,934$187M0.32%+2,636,97713F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC5,013,064$160M0.21%+160,21913F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.4,365,979$139M0.25%+435,30413F-HR/ATimelineGroup
UBS Group AGin group UBS Group AG3,735,352$119M0.02%-559,60913F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN3,710,825$119M0.03%-64,70813F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP2,946,022$94.8M0.07%+982,50013F-HRTimelineGroup
MML INVESTORS SERVICES, LLC2,753,304$88M0.25%+195,70213F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA2,741,590$87.6M0.02%+111,03813F-HR/ATimelineGroup
Cambridge Investment Research Advisors,…2,562,374$81.9M0.25%+294,46713F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/2,285,289$73.1M0.01%+375,56913F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…1,872,601$60.1M0.1%-172,70413F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.1,395,393$44.6M0.08%+37,85413F-HRTimelineGroup
Financial Council, LLC1,386,850$44.3M21.38%+56,89313F-HRTimeline
NewEdge Advisors, LLC1,366,646$43.7M0.23%+454,19213F-HRTimeline
&PARTNERS1,285,162$41.1M0.32%+1,077,98913F-HRTimeline
Arlington Financial Advisors, LLC1,271,734$40.7M6.66%+77,90913F-HRTimeline
Janney Montgomery Scott LLC1,171,450$37.5M0.1%+244,90913F-HRTimeline
Kestra Advisory Services, LLCgroup of 3 filers holding1,156,302$37M+129,534Timeline
Private Advisor Group, LLC1,057,514$33.8M0.18%-135,03913F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO1,023,234$32.7M0.04%+231,72313F-HRTimelineGroup
LVW Advisors, LLC946,565$30.3M3.39%+177,84113F-HRTimeline
CAPTRUST FINANCIAL ADVISORS915,875$29.3M0.07%+120,62113F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC903,279$28.9M1.25%+2,41113F-HRTimelineGroup
Focus Partners Wealthin group Focus Partners Wealth884,445$28.3M0.06%-80,44713F-HRTimelineGroup
D.A. DAVIDSON & CO.794,813$25.4M0.18%+126,62013F-HRTimeline
Forge Financial Services LLC774,169$24.8M18.6%+35,75313F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP717,645$22.9M0.02%+118,91213F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP707,316$22.6M0.03%-16,99213F-HR/ATimelineGroup
Reliant Wealth Planning672,450$21.5M8.39%+34,82313F-HRTimeline
WNY Asset Management, LLC636,693$20.4M2.24%-26,95313F-HRTimeline
Prospera Financial Services Inc615,571$19.7M0.37%+30,64513F-HRTimeline
Valmark Advisers, Inc.552,929$17.7M0.25%+45,38113F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC542,214$17.3M0.22%+57,93613F-HRTimelineGroup
Strategic Blueprint, LLC500,131$16M0.79%+251,15013F-HRTimeline
Bleakley Financial Group, LLC457,085$14.6M0.37%+11,20313F-HRTimeline
Ridgeline Wealth Planning, LLC451,727$14.4M11.89%+27,77013F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.382,478$12.2M0.07%+158,70113F-HRTimeline
Souders Financial Advisors330,947$10.6M1.35%+18,77913F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding304,623$9.74M+21,800Timeline
Steward Partners Investment Advisory, L…297,309$9.5M0.07%+31,89413F-HRTimeline
LifeGoal Investments, LLC295,093$9.43M8.97%-14,86613F-HRTimeline
AA Financial Advisors, LLC294,686$9.42M2.03%+7,10513F-HRTimeline
Clarity Wealth Advisors, LLC285,432$9.13M2.25%+7,49313F-HRTimeline
Royal Harbor Partners, LLC282,410$9.03M3.3%-234,96413F-HRTimeline
Main Street Financial Solutions, LLC280,030$8.95M0.65%+12,99113F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC272,105$8.7M0.02%+32,90813F-HRTimelineGroup
Ruggaard & Associates LLC264,331$8.45M3.4%+231,80113F-HRTimeline
Vestmark Advisory Solutions, Inc.264,126$8.44M0.12%+136,83413F-HRTimeline
Integrated Wealth Concepts LLC263,118$8.41M0.08%+67,80613F-HRTimeline
HighTower Advisors, LLC248,985$7.96M0.01%+40,44213F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…244,803$7.83M0.22%-57,84713F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC240,542$7.69M0.01%+8,69913F-HRTimelineGroup
NavPoint Financial, Inc.237,806$7.6M4.59%-22,51413F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…232,156$7.42M0.29%-2,38313F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC231,127$7.39M0.01%new13F-HRTimelineGroup
WEST MICHIGAN ADVISORS, LLC230,900$7.38M2.08%+6,26713F-HRTimeline
U.S. Capital Wealth Advisors, LLC230,223$7.36M0.22%+13,47413F-HRTimeline
Carson Advisory Inc.226,189$7.23M4.6%+6913F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…223,648$7.15M0.16%+8,54413F-HRTimelineGroup
VestGen Advisors, LLC222,791$7.12M0.28%+12,17813F-HRTimeline
MAI Capital Management222,513$7.11M0.05%+5,20713F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC213,252$6.82M0.13%+60,80213F-HRTimelineGroup
Johnson Bixby & Associates, LLC212,662$6.8M0.93%-5,80513F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO211,635$6.77M<0.01%+193,35113F-HRTimelineGroup
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC210,325$6.72M0.13%+135,48613F-HRTimelineGroup
STEPHENS INC /AR/in group Stephens Investment Managemen…208,055$6.65M0.09%-330,02013F-HRTimelineGroup
Gutierrez Wealth Advisory, LLC207,434$6.63M4.45%-77813F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers207,103$6.62M0.01%+8,88713F-HRTimelineGroup
PEAPACK GLADSTONE FINANCIAL CORP204,931$6.55M0.09%+30013F-HRTimeline
FLOW TRADERS U.S. LLC203,798$6.51M0.24%+23,40513F-HRTimeline
CWM, LLCin group CWM, LLC202,279$6.47M0.02%+82,17313F-HRTimelineGroup
NOVEM GROUP196,325$6.28M0.8%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.191,051$6.11M0.15%-29,27613F-HRTimeline
Balentine LLC185,607$5.93M0.23%+25,66113F-HRTimeline
Mutual Advisors, LLC180,782$5.91M0.15%+7,88413F-HRTimeline
FINANCIAL MANAGEMENT NETWORK INC183,759$5.89M1.06%+3,77713F-HRTimeline
Koshinski Asset Management, Inc.168,991$5.4M0.41%+14,37513F-HRTimeline
Beacon Pointe Advisors, LLC168,374$5.38M0.06%new13F-HRTimeline
Confluence Wealth Services, Inc.168,127$5.38M0.29%+5,96913F-HRTimeline
OneAscent Financial Services LLCin group OneAscent Financial Services …163,914$5.2M0.37%-31,47213F-HRTimelineGroup
SMITH, MOORE & CO.162,617$5.2M0.44%-36613F-HRTimeline
Smartleaf Asset Management LLC161,598$5.2M0.46%+22,20713F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.161,918$5.18M0.04%+130,76113F-HRTimelineGroup
FSM Wealth Advisors, LLC160,785$5.13M0.83%+4,63013F-HRTimeline
KWB Wealth176,010$4.99M0.61%+54,47013F-HRTimeline
RPg Family Wealth Advisory, LLC154,551$4.94M1.31%-2,84413F-HRTimeline
Paragon Advisors, LLC153,948$4.92M1.29%+12,23813F-HRTimeline
ROTHSCHILD INVESTMENT LLC151,548$4.84M0.3%+78,83013F-HRTimeline
Burford Brothers, Inc.150,584$4.81M2.21%-72013F-HRTimeline
Presper Financial Architects, LLC150,026$4.8M3.57%13F-HRTimeline
CLG LLC149,568$4.78M1.49%+73,58113F-HRTimeline
Kera Capital Partners, Inc.145,683$4.66M0.92%-1,64713F-HRTimeline
Entruity Wealth, LLC139,552$4.46M3.79%+7,95613F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC138,847$4.44M0.01%-56,15913F-HRTimelineGroup
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…128,577$4.11M0.21%-41,93013F-HRTimelineGroup
Merit Financial Group, LLC124,033$3.97M0.04%+13,38313F-HRTimeline
Smith Thornton Advisors LLC123,809$3.96M2.28%-1,92813F-HRTimeline
AlphaCore Capital LLC120,222$3.88M0.15%-89013F-HRTimeline
Frazier Financial Advisors, LLC121,164$3.87M2.73%+35,70013F-HRTimeline
Smallwood Wealth Investment Management,…117,052$3.74M2.14%+5,11113F-HRTimeline
Leonard Rickey Investment Advisors P.L.…114,540$3.66M0.73%-42413F-HRTimeline
DAVENPORT & Co LLC113,017$3.61M0.02%+6,51713F-HRTimeline
SILVIA MCCOLL WEALTH MANAGEMENT, LLC112,991$3.61M2.63%-4,81013F-HRTimeline
Orion Porfolio Solutions, LLC110,281$3.53M0.03%-5,23013F-HR/ATimeline
Perennial Investment Advisors, LLC110,014$3.52M0.34%+41,06713F-HRTimeline
HBW ADVISORY SERVICES LLC107,700$3.44M0.42%+1,17513F-HRTimeline
ORBA Wealth Advisors, L.L.C.104,026$3.33M3.03%-68,70613F-HRTimeline
KPP Advisory Services LLC103,836$3.32M0.55%new13F-HR/ATimeline
SAGESPRING WEALTH PARTNERS, LLC173,768$3.31M0.07%+16,72813F-HRTimeline
Greykasell Wealth Strategies, Inc.102,186$3.27M1.57%+16,63213F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC100,663$3.22M0.08%-43,33413F-HRTimeline
Stonebridge Financial Group, LLC100,069$3.2M0.31%+33,45313F-HRTimeline
Sovran Advisors, LLC97,887$3.13M0.33%+74,46013F-HRTimeline
CVFG LLC92,918$2.97M2.36%+8,39013F-HRTimeline
Bill Few Associates, Inc.90,618$2.9M0.82%+19,67013F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC89,515$2.86M0.22%+8,89013F-HRTimeline
EQ WEALTH ADVISORS, LLC85,540$2.73M1.86%+10,89813F-HRTimeline
Geneos Wealth Management Inc.82,947$2.65M0.06%+66,62413F-HRTimeline
J.W. COLE ADVISORS, INC.82,374$2.63M0.06%+7,92413F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC80,200$2.56M<0.01%new13F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP79,622$2.55M<0.01%+7,52213F-HRTimelineGroup
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO79,321$2.54M0.02%013F-HRTimelineGroup
Tradition Wealth Management, LLC77,881$2.49M0.2%013F-HRTimeline
PFG Advisors76,413$2.44M0.11%-10,14713F-HRTimeline
Trueblood Wealth Management, LLC74,664$2.39M1%+6,93113F-HRTimeline
ENDEAVOR PRIVATE WEALTH, INC.71,803$2.32M1.1%+12,64313F-HRTimeline
MOSELEY INVESTMENT MANAGEMENT INC72,356$2.31M0.8%+4,99313F-HRTimeline
A&I FINANCIAL SERVICES, LLC72,217$2.31M1.3%+2,69513F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.71,835$2.3M0.03%+19,89913F-HRTimelineGroup
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…71,495$2.29M0.04%+28,32113F-HRTimelineGroup
LongView Wealth Management71,473$2.28M0.69%+4,52713F-HRTimeline
OLD MISSION CAPITAL LLC70,712$2.26M0.06%+61,12913F-HRTimeline
Atria Wealth Solutions, Inc.68,714$2.22M0.05%-98,06413F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC69,164$2.21M0.65%+58113F-HRTimeline
LANARK FINANCIAL, INC.68,935$2.2M0.18%+6,54313F-HRTimeline
Northwest Financial Advisors60,277$1.93M2.69%+9,63213F-HRTimeline
Ergawealth Advisors, Inc.57,355$1.83M0.83%+37,12613F-HRTimeline
Financial Perspectives, Inc56,498$1.81M0.55%+5,13413F-HRTimeline
MARSHALL WACE, LLPin group MARSHALL WACE, LLP56,364$1.8M<0.01%new13F-HRTimelineGroup
Beacon Financial Advisory LLC52,198$1.67M0.43%+7,30713F-HRTimeline
Modern Wealth Management, LLC51,262$1.64M0.04%+1,45213F-HR/ATimeline
BlackRock, Inc.in group BlackRock, Inc.50,279$1.61M<0.01%-1,07413F-HRTimelineGroup
THOROUGHBRED FINANCIAL SERVICES, LLC50,284$1.61M0.11%-10,19013F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC50,151$1.6M0.04%+26,41613F-HRTimeline
Meridian Wealth Management, LLC48,471$1.55M0.07%+15213F-HRTimeline
EP Wealth Advisors, LLC47,471$1.52M0.01%+10113F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC46,256$1.48M<0.01%-33,38413F-HRTimelineGroup
Vise Technologies, Inc.46,121$1.47M0.06%13F-HRTimeline
Strategic Family Wealth Counselors, L.L…43,945$1.4M0.4%+55513F-HRTimeline
Armstrong, Fleming & Moore, Inc43,657$1.4M0.76%new13F-HRTimeline
Total Clarity Wealth Management, Inc.43,621$1.39M0.4%-1,29313F-HRTimeline
SWEENEY & MICHEL, LLC43,419$1.39M0.49%+96713F-HRTimeline
Financial Advocates Investment Manageme…43,471$1.39M0.11%-83013F-HRTimeline
44 WEALTH MANAGEMENT LLC42,253$1.35M0.48%+3,52113F-HRTimeline
CATALYST FINANCIAL PARTNERS LLC42,096$1.35M0.15%+18,05613F-HRTimeline
CALTON & ASSOCIATES, INC.41,661$1.33M0.23%-28413F-HRTimeline
Dynamic Advisor Solutions LLC41,586$1.33M0.04%-6,36913F-HRTimeline
Tempus Wealth Planning, LLC39,243$1.25M0.31%+1,94913F-HRTimeline
Professional Financial Advisors, LLC38,922$1.24M0.29%+3,29813F-HRTimeline
Creative Planningin group Creative Planning38,732$1.24M<0.01%+76813F-HRTimelineGroup
WOODMONT INVESTMENT COUNSEL LLC38,648$1.24M0.08%+4,23513F-HRTimeline
Mascagni Wealth Management, Inc.36,646$1.17M1%+6,82013F-HRTimeline
Moloney Securities Asset Management, LLC35,866$1.15M0.14%+6,37513F-HRTimeline
Arkadios Wealth Advisors35,746$1.14M0.03%+2,68513F-HRTimeline
Procyon Advisors, LLC33,775$1.08M0.1%+2,43413F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…33,582$1.07M0.05%-7713F-HRTimelineGroup
WEATHERLY ASSET MANAGEMENT L. P.33,333$1.07M0.09%013F-HRTimeline
Belpointe Asset Management LLC32,612$1.04M0.04%013F-HRTimeline
RFG Advisory, LLC32,299$1.03M0.02%+23,44313F-HRTimeline
SEAMOUNT FINANCIAL GROUP INC31,146$996K0.51%+9,33213F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC31,002$992K<0.01%+99313F-HRTimelineGroup
First Heartland Consultants, Inc.30,193$965K0.09%+2,01313F-HRTimeline
Advance Capital Management, Inc.29,774$952K0.04%-57613F-HRTimeline
SITTNER & NELSON, LLC29,625$947K0.38%+1,61013F-HRTimeline
Convergence Financial, LLC29,169$933K0.16%-1,08013F-HRTimeline
Saxony Capital Management, LLC27,179$869K0.67%+4213F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …26,071$833K0.01%+9,24213F-HRTimelineGroup
Farther Finance Advisors, LLC25,412$812K0.02%new13F-HRTimeline
BridgePort Financial Solutions, LLC25,156$804K0.27%+1,63313F-HRTimeline
Patriot Financial Group Insurance Agenc…24,865$795K0.09%+71413F-HRTimeline
COMERICA BANK24,658$788K<0.01%-80613F-HRTimeline
M.E. ALLISON & CO., INC.24,318$777K0.62%013F-HRTimeline
Brown Miller Wealth Management, LLC23,603$755K0.23%013F-HRTimeline
Latitude Advisors, LLC23,505$751K0.38%+3,81113F-HRTimeline
Kingsview Wealth Management, LLC23,057$737K0.01%+3,60213F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV22,949$734K0.05%+2,25013F-HRTimeline
Moors & Cabot, Inc.22,947$734K0.03%+1,07813F-HRTimeline
Lodestone Wealth Management LLC22,732$727K0.35%+2,35013F-HRTimeline
Olistico Wealth, LLC22,597$722K0.4%+113F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…22,470$718K<0.01%+3,20913F-HR/ATimelineGroup
Capital International Investorsin group Capital International Investo…22,341$714K<0.01%-513F-HRTimelineGroup
World Investment Advisors21,954$702K0.02%+90613F-HRTimeline
IFG Advisory, LLC21,002$671K0.03%+2,20413F-HRTimeline
Lincoln Capital LLC20,786$665K0.13%+82113F-HRTimeline