Skip to content
Disclosery

CGGO CAPITAL GROUP GBL GROWTH EQT

Follow

SHS CREAT UNIT (fund)

344 managers (349 13F filers) reported a position in CGGO shares at 2025-09-30, 163,482,354 shares in all. 44 filers opened a position and 15 filers sold out during the quarter.

Managers
344
13F filers
349
New
44
Added
210
Reduced
60
Sold out
15
Shares held by filers
163,482,354

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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…20,278,872$693M11.58%+2,058,31313F-HRTimelineGroup
LPL Financial LLC13,110,723$448M0.13%+1,958,12713F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC12,008,870$410M0.13%-51,02113F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…11,018,745$377M0.25%+257,98213F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding9,319,085$318M+2,092,178Timeline
MORGAN STANLEYin group MORGAN STANLEY8,639,404$295M0.02%+1,140,75813F-HR/ATimelineGroup
Cetera Investment Advisers7,049,934$241M0.28%+1,194,00013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC5,113,876$175M0.23%+100,81213F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN4,414,541$151M0.03%+703,71613F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.4,393,100$146M0.2%+27,12113F-HRTimelineGroup
UBS Group AGin group UBS Group AG3,870,097$132M0.03%+134,74513F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP3,578,414$121M0.08%+632,39213F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/3,166,163$108M0.01%+880,87413F-HR/ATimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA3,014,345$103M0.02%+272,75513F-HRTimelineGroup
MML INVESTORS SERVICES, LLC2,995,195$102M0.27%+241,89113F-HRTimeline
Cambridge Investment Research Advisors,…2,855,191$97.6M0.27%+292,81713F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…1,952,396$67.5M0.1%+79,79513F-HRTimeline
Kestra Advisory Services, LLCgroup of 3 filers holding1,707,000$58.3M+550,698Timeline
Financial Council, LLC1,401,705$47.9M21.26%+14,85513F-HRTimeline
NewEdge Advisors, LLC1,400,853$47.9M0.22%+34,20713F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.1,399,635$47.8M0.08%+4,24213F-HRTimelineGroup
&PARTNERS1,386,462$47.4M0.3%+101,30013F-HRTimeline
Arlington Financial Advisors, LLC1,348,117$46.1M6.78%+76,38313F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO1,319,557$45.1M0.05%+296,32313F-HRTimelineGroup
Janney Montgomery Scott LLC1,194,803$40.8M0.1%+23,35313F-HRTimeline
Private Advisor Group, LLC1,076,284$36.8M0.18%+18,77013F-HRTimeline
LVW Advisors, LLC1,028,465$35.1M3.64%+81,90013F-HRTimeline
CAPTRUST FINANCIAL ADVISORS933,163$31.9M0.07%+17,28813F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC913,868$31.2M1.25%+10,58913F-HRTimelineGroup
Focus Partners Wealthin group Focus Partners Wealth864,082$29.5M0.05%-20,36313F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP849,232$29M0.03%+131,58713F-HRTimelineGroup
Forge Financial Services LLC823,096$28.5M13.37%+48,92713F-HRTimeline
D.A. DAVIDSON & CO.801,180$27.4M0.18%+6,36713F-HRTimeline
Strategic Blueprint, LLC795,359$27.2M1.19%+295,22813F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP686,010$23.4M0.04%-21,30613F-HRTimelineGroup
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC680,615$23.3M0.26%+138,40113F-HRTimelineGroup
Reliant Wealth Planning665,071$22.7M7.36%-7,37913F-HRTimeline
WNY Asset Management, LLC662,480$22.6M2.18%+25,78713F-HRTimeline
Beacon Pointe Advisors, LLC638,518$21.8M0.19%+470,14413F-HRTimeline
Valmark Advisers, Inc.624,784$21.3M0.28%+71,85513F-HRTimeline
Prospera Financial Services Inc619,842$21.2M0.36%+4,27113F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC573,593$19.6M0.04%+301,48813F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC512,052$17.5M0.02%+373,20513F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO518,756$17M<0.01%+307,12113F-HR/ATimelineGroup
Bleakley Financial Group, LLC460,651$15.7M0.37%+3,56613F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC451,392$15.4M0.01%+220,26513F-HRTimelineGroup
CWM, LLCin group CWM, LLC405,950$13.9M0.04%+203,67113F-HRTimelineGroup
Ridgeline Wealth Planning, LLC396,540$13.5M10.18%-55,18713F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC380,996$13M0.23%+170,67113F-HRTimelineGroup
Frazier Financial Advisors, LLC353,941$12.1M7.43%+232,77713F-HRTimeline
HighTower Advisors, LLC350,531$12M0.01%+101,54613F-HRTimeline
Souders Financial Advisors338,128$11.6M1.37%+7,18113F-HRTimeline
LifeGoal Investments, LLC337,302$11.5M9.57%+42,20913F-HRTimeline
AA Financial Advisors, LLC328,406$11.2M2.21%+33,72013F-HRTimeline
Clarity Wealth Advisors, LLC301,261$10.3M2.27%+15,82913F-HRTimeline
Steward Partners Investment Advisory, L…293,604$10M0.06%-3,70513F-HRTimeline
Integrated Wealth Concepts LLC292,137$9.98M0.09%+29,01913F-HRTimeline
Main Street Financial Solutions, LLC286,807$9.8M0.63%+6,77713F-HRTimeline
Royal Harbor Partners, LLC284,779$9.73M3.3%+2,36913F-HRTimeline
Ruggaard & Associates LLC266,957$9.12M3.41%+2,62613F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC265,658$9.08M0.15%+52,40613F-HRTimelineGroup
NATIXIS ADVISORS, LLCin group Natixis Investment Managers249,829$8.54M0.01%+42,72613F-HRTimelineGroup
MAI Capital Management247,665$8.46M0.05%+25,15213F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…242,173$8.28M0.21%-2,63013F-HRTimelineGroup
NavPoint Financial, Inc.242,037$8.27M4.34%+4,23113F-HRTimeline
ROTHSCHILD INVESTMENT LLC237,580$8.12M0.46%+86,03213F-HRTimeline
U.S. Capital Wealth Advisors, LLC235,286$8.04M0.22%+5,06313F-HRTimeline
Vestmark Advisory Solutions, Inc.234,387$8.01M0.15%-29,73913F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…233,680$7.98M0.27%+1,52413F-HRTimeline
KWB Wealth249,147$7.97M0.88%+73,13713F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…232,193$7.93M0.17%+8,54513F-HRTimelineGroup
VestGen Advisors, LLC232,099$7.93M0.26%+9,30813F-HRTimeline
Carson Advisory Inc.229,120$7.83M4.22%+2,93113F-HRTimeline
HARBOUR INVESTMENTS, INC.221,174$7.56M0.17%+30,12313F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP218,703$7.47M0.1%+13,77213F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…218,691$7.47M0.1%+10,63613F-HRTimelineGroup
Gutierrez Wealth Advisory, LLC217,474$7.43M4.75%+10,04013F-HRTimeline
Johnson Bixby & Associates, LLC212,695$7.27M0.93%+3313F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC211,916$7.24M0.21%+194,05013F-HRTimelineGroup
Kera Capital Partners, Inc.211,543$7.23M1.08%+65,86013F-HRTimeline
Ergawealth Advisors, Inc.210,213$7.18M3.35%+152,85813F-HRTimeline
Mutual Advisors, LLC198,980$6.89M0.15%+18,19813F-HRTimeline
Orion Porfolio Solutions, LLC199,723$6.82M0.05%+89,44213F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.199,535$6.82M0.05%+37,61713F-HRTimelineGroup
NOVEM GROUP197,186$6.74M0.8%+86113F-HRTimeline
FINANCIAL MANAGEMENT NETWORK INC186,723$6.49M1.07%+2,96413F-HRTimeline
Smartleaf Asset Management LLC190,164$6.46M0.4%+28,56613F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…188,148$6.43M0.01%new13F-HRTimelineGroup
Balentine LLC185,531$6.34M0.23%-7613F-HRTimeline
Confluence Wealth Services, Inc.175,593$6M0.3%+7,46613F-HRTimeline
Koshinski Asset Management, Inc.169,623$5.8M0.39%+63213F-HRTimeline
SMITH, MOORE & CO.164,785$5.63M0.43%+2,16813F-HRTimeline
FSM Wealth Advisors, LLC161,792$5.53M0.78%+1,00713F-HRTimeline
Stonebridge Financial Group, LLC160,235$5.48M0.48%+60,16613F-HRTimeline
Burford Brothers, Inc.158,754$5.42M2.32%+8,17013F-HRTimeline
AlphaCore Capital LLC156,902$5.36M0.18%+36,68013F-HRTimeline
RPg Family Wealth Advisory, LLC156,176$5.34M1.17%+1,62513F-HRTimeline
CLG LLC155,967$5.33M1.45%+6,39913F-HRTimeline
WEST MICHIGAN ADVISORS, LLC155,027$5.3M1.27%-75,87313F-HRTimeline
Entruity Wealth, LLC145,349$4.97M3.86%+5,79713F-HRTimeline
Paragon Advisors, LLC140,915$4.82M1.24%-13,03313F-HRTimeline
Smith Thornton Advisors LLC134,965$4.61M2.42%+11,15613F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP132,018$4.51M0.01%+52,39613F-HRTimelineGroup
AXXCESS WEALTH MANAGEMENT, LLC128,770$4.4M0.09%+28,10713F-HRTimeline
Perennial Investment Advisors, LLC123,486$4.22M0.35%+13,47213F-HRTimeline
Smallwood Wealth Investment Management,…121,920$4.17M2.14%+4,86813F-HRTimeline
DAVENPORT & Co LLC121,360$4.15M0.02%+8,34313F-HRTimeline
Leonard Rickey Investment Advisors P.L.…114,688$3.92M0.74%+14813F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC184,045$3.89M0.08%+10,27713F-HRTimeline
SILVIA MCCOLL WEALTH MANAGEMENT, LLC110,091$3.76M2.55%-2,90013F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.109,042$3.73M0.04%+37,20713F-HRTimelineGroup
Sovran Advisors, LLC104,275$3.64M0.32%+6,38813F-HRTimeline
Bill Few Associates, Inc.105,918$3.62M0.93%+15,30013F-HRTimeline
HBW ADVISORY SERVICES LLC104,114$3.56M0.4%-3,58613F-HRTimeline
Summit Financial, LLC104,101$3.56M0.05%new13F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…103,870$3.55M0.01%+81,40013F-HRTimelineGroup
Merit Financial Group, LLC100,571$3.44M0.03%-23,46213F-HR/ATimeline
FOUNDERS FINANCIAL SECURITIES LLC99,880$3.41M0.23%+10,36513F-HRTimeline
PFG Advisors98,887$3.38M0.14%+22,47413F-HRTimeline
Mach-1 Financial Group, LLC98,806$3.38M0.54%new13F-HRTimeline
Integrity Advisory Solutions, LLC98,806$3.38M0.54%13F-HRTimeline
CVFG LLC97,343$3.33M2.4%+4,42513F-HRTimeline
J.W. COLE ADVISORS, INC.94,593$3.23M0.06%+12,21913F-HRTimeline
EQ WEALTH ADVISORS, LLC92,696$3.17M2.08%+7,15613F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…92,303$3.15M0.05%+20,80813F-HRTimelineGroup
ORBA Wealth Advisors, L.L.C.89,785$3.07M2.53%-14,24113F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding88,257$3.02M-216,366Timeline
A&I FINANCIAL SERVICES, LLC83,709$2.88M1.41%+11,49213F-HRTimeline
LongView Wealth Management83,809$2.86M0.78%+12,33613F-HRTimeline
Farther Finance Advisors, LLC83,256$2.84M0.04%+57,84413F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…81,766$2.79M0.18%-46,81113F-HRTimelineGroup
MOSELEY INVESTMENT MANAGEMENT INC80,458$2.75M0.84%+8,10213F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO79,321$2.71M0.02%013F-HRTimelineGroup
ENDEAVOR PRIVATE WEALTH, INC.79,045$2.7M0.84%+7,24213F-HRTimeline
Tradition Wealth Management, LLC78,159$2.67M0.2%+27813F-HRTimeline
Trueblood Wealth Management, LLC77,366$2.64M1.03%+2,70213F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC70,521$2.41M0.59%+1,35713F-HRTimeline
Greykasell Wealth Strategies, Inc.69,211$2.36M1%-32,97513F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC68,202$2.33M0.06%+18,05113F-HRTimeline
Geneos Wealth Management Inc.67,768$2.32M0.06%-15,17913F-HRTimeline
FLOW TRADERS U.S. LLC66,306$2.27M0.09%-137,49213F-HRTimeline
Rather & Kittrell, Inc.61,527$2.1M0.37%+49,51413F-HRTimeline
Northwest Financial Advisors60,030$2.05M2.64%-24713F-HRTimeline
Financial Perspectives, Inc59,468$2.03M0.56%+2,97013F-HRTimeline
Meridian Wealth Management, LLC59,050$2.02M0.08%+10,57913F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC58,643$2M0.02%new13F-HRTimelineGroup
THOROUGHBRED FINANCIAL SERVICES, LLC55,680$1.9M0.12%+5,39613F-HRTimeline
Beacon Financial Advisory LLC54,555$1.86M0.43%+2,35713F-HRTimeline
CATALYST FINANCIAL PARTNERS LLC51,816$1.77M0.21%+9,72013F-HRTimeline
Modern Wealth Management, LLC50,853$1.74M0.03%-40913F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.50,640$1.73M<0.01%+36113F-HRTimelineGroup
Strategic Family Wealth Counselors, L.L…48,056$1.64M0.42%+4,11113F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…47,068$1.61M0.06%+13,48613F-HRTimelineGroup
RFG Advisory, LLC46,358$1.58M0.03%+14,05913F-HRTimeline
Total Clarity Wealth Management, Inc.45,338$1.55M0.41%+1,71713F-HRTimeline
IFG Advisory, LLC44,185$1.51M0.07%+23,18313F-HRTimeline
Creative Planningin group Creative Planning43,923$1.5M<0.01%+5,19113F-HRTimelineGroup
44 WEALTH MANAGEMENT LLC43,182$1.48M0.5%+92913F-HRTimeline
SWEENEY & MICHEL, LLC43,514$1.46M0.49%+9513F-HRTimeline
Armstrong, Fleming & Moore, Inc42,556$1.45M0.69%-1,10113F-HRTimeline
Advance Capital Management, Inc.41,580$1.42M0.06%+11,80613F-HRTimeline
Dynamic Advisor Solutions LLC41,221$1.41M0.04%-36513F-HRTimeline
Blueprint Investment Partners LLCgroup of 2 filers holding41,031$1.4MnewTimeline
Tempus Wealth Planning, LLC39,820$1.36M0.31%+57713F-HRTimeline
Colonial River Investments, LLC39,529$1.35M0.5%+32,98513F-HRTimeline
Mascagni Wealth Management, Inc.38,647$1.32M1.02%+2,00113F-HRTimeline
Mariner, LLCin group Mariner, LLC38,181$1.3M<0.01%-202,36113F-HRTimelineGroup
Professional Financial Advisors, LLC38,092$1.3M0.27%-83013F-HRTimeline
SEAMOUNT FINANCIAL GROUP INC35,397$1.21M0.57%+4,25113F-HRTimeline
Venture Visionary Partners LLC34,958$1.19M0.04%+17,06813F-HRTimeline
Arkadios Wealth Advisors34,313$1.17M0.03%-1,43313F-HRTimeline
Moloney Securities Asset Management, LLC34,147$1.17M0.14%-1,71913F-HRTimeline
Procyon Advisors, LLC33,906$1.16M0.07%+13113F-HRTimeline
Belpointe Asset Management LLC33,730$1.15M0.04%+1,11813F-HRTimeline
WEATHERLY ASSET MANAGEMENT L. P.33,333$1.14M0.09%013F-HRTimeline
Latitude Advisors, LLC32,213$1.1M0.5%+8,70813F-HRTimeline
First Heartland Consultants, Inc.30,818$1.05M0.08%+62513F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC30,159$1.03M<0.01%-84313F-HRTimelineGroup
Gateway Wealth Partners, LLC29,892$1.02M0.14%+11,01213F-HRTimeline
SITTNER & NELSON, LLC29,625$1.01M0.37%013F-HRTimeline
COMERICA BANK29,389$1M<0.01%+4,73113F-HRTimeline
Kingsview Wealth Management, LLC28,748$982K0.02%+5,69113F-HRTimeline
Saxony Capital Management, LLC28,728$982K0.65%+1,54913F-HRTimeline
Convergence Financial, LLC27,892$953K0.14%-1,27713F-HRTimeline
World Investment Advisors27,883$953K0.02%+5,92913F-HRTimeline
Jacobi Capital Management LLC27,297$933K0.06%new13F-HRTimeline
Western Wealth Management, LLC26,997$922K0.05%+15,45313F-HRTimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.26,691$912K<0.01%+9,90013F-HRTimelineGroup
HB Wealth Management, LLC26,038$890K0.01%+14,44513F-HRTimeline
Advisory Services Network, LLC25,758$880K0.01%new13F-HRTimeline
BridgePort Financial Solutions, LLC25,748$880K0.24%+59213F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV25,400$868K0.05%+2,45113F-HRTimeline
Presper Financial Architects, LLC25,195$861K0.5%-124,83113F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …24,394$834K0.01%-1,67713F-HRTimelineGroup
Signature Resources Capital Management,…24,034$821K0.45%+4,13613F-HRTimeline
UHLMANN PRICE SECURITIES, LLC24,010$820K0.5%+4,66213F-HRTimeline
Lodestone Wealth Management LLC23,992$820K0.37%+1,26013F-HRTimeline
American Financial Advisors, LLC23,768$812K0.1%+16,42413F-HRTimeline
M.E. ALLISON & CO., INC.23,641$808K0.56%-67713F-HRTimeline
Brown Miller Wealth Management, LLC23,603$807K0.23%013F-HRTimeline