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Disclosery

CGGO CAPITAL GROUP GBL GROWTH EQT

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SHS CREAT UNIT (fund)

390 managers (397 13F filers) reported a position in CGGO shares at 2025-12-31, 178,808,650 shares in all. 38 filers opened a position and 14 filers sold out during the quarter.

Managers
390
13F filers
397
New
38
Added
234
Reduced
64
Sold out
14
Shares held by filers
178,808,650

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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…21,118,680$732M11.65%+839,80813F-HRTimelineGroup
LPL Financial LLC15,068,808$522M0.14%+1,958,08513F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC13,130,315$455M0.14%+1,121,44513F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…11,053,425$383M0.24%+34,68013F-HR/ATimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding10,376,338$360M+1,057,253Timeline
MORGAN STANLEYin group MORGAN STANLEY9,961,008$345M0.02%+1,321,60413F-HR/ATimelineGroup
Cetera Investment Advisers7,734,465$268M0.29%+684,53113F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN5,847,836$203M0.04%+1,433,29513F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC5,399,474$187M0.25%+285,59813F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP4,182,196$145M0.09%+603,78213F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.4,058,668$141M0.21%-334,43213F-HRTimelineGroup
UBS Group AGgroup of 2 filers holding4,034,542$140M+164,445Timeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/3,465,284$120M0.01%+299,12113F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA3,232,316$112M0.02%+217,97113F-HRTimelineGroup
Cambridge Investment Research Advisors,…3,214,170$111M0.29%+358,97913F-HRTimeline
MML INVESTORS SERVICES, LLC3,182,129$110M0.27%+186,93413F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…2,015,534$72.3M0.1%+63,13813F-HRTimeline
Kestra Advisory Services, LLCgroup of 3 filers holding1,868,465$64.7M+161,465Timeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO1,622,498$56.2M0.06%+302,94113F-HRTimelineGroup
&PARTNERS1,589,634$54.9M0.29%+203,17213F-HRTimeline
NewEdge Advisors, LLC1,516,092$52.5M0.19%+115,23913F-HRTimeline
Financial Council, LLC1,483,388$51.4M20.52%+81,68313F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.1,417,348$49.1M0.08%+17,71313F-HRTimelineGroup
Arlington Financial Advisors, LLC1,400,492$48.5M6.95%+52,37513F-HRTimeline
LVW Advisors, LLC1,067,741$37M3.75%+39,27613F-HRTimeline
CAPTRUST FINANCIAL ADVISORS945,652$32.8M0.06%+12,48913F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP938,772$32.5M0.03%+89,54013F-HRTimelineGroup
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC912,634$31.6M1.23%-1,23413F-HRTimelineGroup
Janney Montgomery Scott LLC881,042$30.5M0.07%-313,76113F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth874,055$30.3M0.03%+9,97313F-HRTimelineGroup
Private Advisor Group, LLC872,724$30.2M0.14%-203,56013F-HRTimeline
Forge Financial Services LLC845,108$29.3M12.52%+22,01213F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO830,059$28.8M<0.01%+311,30313F-HRTimelineGroup
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC817,694$28.3M0.31%+137,07913F-HRTimelineGroup
D.A. DAVIDSON & CO.809,229$28M0.17%+8,04913F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC766,865$26.6M0.05%+193,27213F-HRTimelineGroup
Valmark Advisers, Inc.755,810$26.2M0.32%+131,02613F-HRTimeline
BIP Wealth, LLC682,727$23.7M0.83%new13F-HRTimeline
Reliant Wealth Planning653,251$22.6M7.07%-11,82013F-HRTimeline
Beacon Pointe Advisors, LLC641,378$22.2M0.16%+2,86013F-HRTimeline
Wealth Science Advisors LLC636,392$22.1M12.72%13F-HRTimeline
Prospera Financial Services Inc617,004$21.4M0.35%-2,83813F-HRTimeline
J. Derek Lewis & Associates Inc.584,262$20.2M4.74%13F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP583,555$20.2M0.03%-102,45513F-HR/ATimelineGroup
Bleakley Financial Group, LLC497,148$17.2M0.3%+36,49713F-HRTimeline
Farther Finance Advisors, LLC465,464$16.1M0.17%+382,20813F-HRTimeline
HighTower Advisors, LLC462,279$16M0.02%+111,74813F-HRTimeline
Ergawealth Advisors, Inc.457,916$15.9M7.3%+247,70313F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC419,008$14.5M0.25%+38,01213F-HRTimelineGroup
LifeGoal Investments, LLC417,077$14.5M9.63%+79,77513F-HRTimeline
KWB Wealth379,205$13.1M1.24%+130,05813F-HRTimeline
Frazier Financial Advisors, LLC372,646$12.9M7.65%+18,70513F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…371,033$12.9M0.16%+152,34213F-HRTimelineGroup
Souders Financial Advisors351,463$12.2M1.39%+13,33513F-HRTimeline
Integrated Wealth Concepts LLC345,769$12M0.14%+53,63213F-HRTimeline
Ridgeline Wealth Planning, LLC336,017$11.6M8.31%-60,52313F-HRTimeline
BNB Wealth Management, LLC335,837$11.6M7.5%13F-HRTimeline
AA Financial Advisors, LLC325,680$11.3M2.09%-2,72613F-HRTimeline
Clarity Wealth Advisors, LLC317,991$11M2.25%+16,73013F-HRTimeline
HighPoint Advisor Group LLC306,097$10.6M0.23%new13F-HRTimeline
Steward Partners Investment Advisory, L…299,822$10.4M0.06%+6,21813F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC296,491$10.3M0.16%+30,83313F-HRTimelineGroup
Main Street Financial Solutions, LLC288,179$9.99M0.75%+1,37213F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers283,688$9.83M0.01%+33,85913F-HRTimelineGroup
Royal Harbor Partners, LLC281,527$9.75M3.22%-3,25213F-HRTimeline
ROTHSCHILD INVESTMENT LLC270,536$9.37M0.52%+32,95613F-HRTimeline
MAI Capital Management270,298$9.37M0.05%+22,63313F-HRTimeline
HARBOUR INVESTMENTS, INC.265,540$9.2M0.19%+44,36613F-HRTimeline
Vestmark Advisory Solutions, Inc.264,286$9.16M0.12%+29,89913F-HRTimeline
Michael Brady & Co., LLC260,825$9.04M9.02%13F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.253,920$8.8M0.06%+54,38513F-HRTimelineGroup
NavPoint Financial, Inc.252,169$8.74M3.73%+10,13213F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…251,277$8.71M0.22%+9,10413F-HRTimelineGroup
Ruggaard & Associates LLC247,414$8.57M3.38%-19,54313F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…240,257$8.32M0.17%+8,06413F-HRTimelineGroup
Gerber Kawasaki Wealth & Investment Man…237,326$8.22M0.29%+3,64613F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC237,017$8.21M0.23%+25,10113F-HR/ATimelineGroup
Carson Advisory Inc.236,754$8.2M4.26%+7,63413F-HRTimeline
U.S. Capital Wealth Advisors, LLC234,237$8.12M0.21%-1,04913F-HRTimeline
Kera Capital Partners, Inc.219,467$7.98M0.98%+7,92413F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP229,519$7.95M0.1%+10,81613F-HRTimeline
Gutierrez Wealth Advisory, LLC226,789$7.86M4.94%+9,31513F-HRTimeline
CWM, LLCin group CWM, LLC222,566$7.71M0.02%-183,38413F-HRTimelineGroup
Orion Porfolio Solutions, LLC214,103$7.42M0.05%+14,38013F-HRTimeline
Smartleaf Asset Management LLC210,651$7.33M0.28%+20,48713F-HRTimeline
Mutual Advisors, LLC204,252$7.08M0.15%+5,27213F-HRTimeline
Johnson Bixby & Associates, LLC196,011$6.79M0.84%-16,68413F-HRTimeline
Stonebridge Financial Group, LLC192,757$6.68M0.57%+32,52213F-HRTimeline
FINANCIAL MANAGEMENT NETWORK INC189,418$6.66M1.05%+2,69513F-HRTimeline
Balentine LLC184,812$6.4M0.24%-71913F-HRTimeline
Confluence Wealth Services, Inc.184,061$6.38M0.26%+8,46813F-HRTimeline
Paragon Advisors, LLC176,224$6.11M1.66%+35,30913F-HRTimeline
SMITH, MOORE & CO.168,956$5.85M0.44%+4,17113F-HRTimeline
Koshinski Asset Management, Inc.168,739$5.85M0.38%-88413F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…167,238$5.79M0.07%+74,93513F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…166,190$5.76M0.01%+62,32013F-HR/ATimelineGroup
FSM Wealth Advisors, LLC163,709$5.67M0.78%+1,91713F-HRTimeline
Burford Brothers, Inc.163,303$5.66M2.34%+4,54913F-HRTimeline
Boyer Financial Services, Inc.159,178$5.6M5.93%13F-HRTimeline
WEST MICHIGAN ADVISORS, LLC158,054$5.48M1.26%+3,02713F-HRTimeline
Perennial Investment Advisors, LLC155,042$5.37M0.42%+31,55613F-HRTimeline
RPg Family Wealth Advisory, LLC154,015$5.34M1.17%-2,16113F-HRTimeline
Strategic Blueprint, LLC153,243$5.31M0.31%-642,11613F-HRTimeline
Blom & Howell Financial Planning, Inc.153,033$5.3M5.27%13F-HRTimeline
AlphaCore Capital LLC149,828$5.19M0.12%-7,07413F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP149,307$5.17M0.01%+17,28913F-HRTimelineGroup
Entruity Wealth, LLC146,199$5.07M3.61%+85013F-HRTimeline
Smith Thornton Advisors LLC140,883$4.88M2.48%+5,91813F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.137,291$4.76M0.05%+28,24913F-HRTimelineGroup
Hopwood Nicholas Hunter134,001$4.64M1.51%13F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC131,499$4.56M0.08%+2,72913F-HR/ATimeline
SAGESPRING WEALTH PARTNERS, LLC200,838$4.52M0.08%+16,79313F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC128,418$4.45M0.26%+28,53813F-HRTimeline
Blueprint Investment Partners LLCgroup of 2 filers holding121,846$4.22M+39,784Timeline
DAVENPORT & Co LLC118,619$4.11M0.02%-2,74113F-HRTimeline
Smallwood Wealth Investment Management,…115,921$4.02M2.1%-5,99913F-HRTimeline
Leonard Rickey Investment Advisors P.L.…115,845$4.01M0.73%+1,15713F-HRTimeline
Summit Financial, LLC113,065$3.92M0.06%+8,96413F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding109,792$3.8M+21,535Timeline
PFG Advisors109,526$3.8M0.18%+10,63913F-HRTimeline
Bill Few Associates, Inc.109,421$3.79M0.93%+3,50313F-HRTimeline
J.W. COLE ADVISORS, INC.110,697$3.77M0.09%+16,10413F-HRTimeline
Integrity Advisory Solutions, LLC108,244$3.75M0.54%+9,43813F-HRTimeline
SILVIA MCCOLL WEALTH MANAGEMENT, LLC107,845$3.74M2.48%-2,24613F-HRTimeline
HBW ADVISORY SERVICES LLC105,987$3.67M0.4%+1,87313F-HRTimeline
CATALYST FINANCIAL PARTNERS LLC105,927$3.67M0.41%+54,11113F-HRTimeline
Sovran Advisors, LLC101,658$3.67M0.31%-2,61713F-HRTimeline
CLG LLC104,825$3.63M0.9%-51,14213F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC103,881$3.6M0.17%+96,31513F-HRTimeline
EQ WEALTH ADVISORS, LLC103,037$3.57M2.11%+10,34113F-HRTimeline
CVFG LLC98,014$3.4M2.33%+67113F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding96,382$3.34M+14,616Timeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC95,375$3.3M<0.01%+75,40413F-HR/ATimelineGroup
MOSELEY INVESTMENT MANAGEMENT INC93,189$3.23M1%+12,73113F-HRTimeline
LongView Wealth Management89,029$3.22M0.78%+5,22013F-HRTimeline
Geneos Wealth Management Inc.90,190$3.13M0.08%+22,42213F-HRTimeline
Merit Financial Group, LLC90,021$3.12M0.03%-10,55013F-HRTimeline
A&I FINANCIAL SERVICES, LLC88,674$3.07M1.46%+4,96513F-HRTimeline
Trueblood Wealth Management, LLC88,207$3.06M1.19%+10,84113F-HRTimeline
Aprio Wealth Management, LLC85,697$2.97M0.17%new13F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC84,412$2.92M0.07%+16,21013F-HRTimeline
ENDEAVOR PRIVATE WEALTH, INC.82,780$2.87M0.82%+3,73513F-HRTimeline
VestGen Advisors, LLC80,903$2.8M0.12%-151,19613F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO79,321$2.75M0.01%013F-HRTimelineGroup
Tradition Wealth Management, LLC78,193$2.71M0.19%+3413F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC76,962$2.67M0.6%+6,44113F-HRTimeline
Merited Wealth, LLC75,103$2.6M2.41%13F-HRTimeline
ORBA Wealth Advisors, L.L.C.74,764$2.59M2.25%-15,02113F-HRTimeline
Arkadios Wealth Advisors73,359$2.54M0.05%+39,04613F-HRTimeline
Mariner, LLCin group Mariner, LLC72,647$2.52M<0.01%+34,46613F-HRTimelineGroup
Venture Visionary Partners LLC71,073$2.51M0.08%+36,11513F-HRTimeline
Greykasell Wealth Strategies, Inc.69,301$2.4M0.95%+9013F-HRTimeline
Financial Perspectives, Inc68,567$2.38M0.64%+9,09913F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC67,827$2.35M0.02%+9,18413F-HRTimelineGroup
O'SHAUGHNESSY ASSET MANAGEMENT, LLC67,281$2.33M0.01%+58,02513F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC65,390$2.27M0.13%+9,71013F-HRTimeline
Rather & Kittrell, Inc.61,527$2.13M0.34%013F-HRTimeline
Beacon Financial Advisory LLC61,039$2.12M0.49%+6,48413F-HRTimeline
Northwest Financial Advisors60,384$2.09M4.3%+35413F-HRTimeline
IFG Advisory, LLC59,444$2.06M0.09%+15,25913F-HRTimeline
Meridian Wealth Management, LLC59,125$2.05M0.07%+7513F-HRTimeline
NOVEM GROUP57,417$1.99M0.23%-139,76913F-HRTimeline
Vise Technologies, Inc.56,505$1.96M0.04%+49,51913F-HRTimeline
EP Wealth Advisors, LLC52,453$1.82M0.01%13F-HRTimeline
World Investment Advisors52,215$1.81M0.03%+24,33213F-HR/ATimeline
Modern Wealth Management, LLC52,098$1.81M0.03%+1,24513F-HRTimeline
Creative Planningin group Creative Planning51,190$1.77M<0.01%+7,26713F-HRTimelineGroup
Strategic Family Wealth Counselors, L.L…49,396$1.76M0.4%+1,34013F-HRTimeline
Gateway Wealth Partners, LLC50,480$1.75M0.19%+20,58813F-HRTimeline
RFG Advisory, LLC49,733$1.72M0.03%+3,37513F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.49,584$1.72M<0.01%-1,05613F-HRTimelineGroup
SWEENEY & MICHEL, LLC46,228$1.69M0.5%+2,71413F-HRTimeline
Saxony Capital Management, LLC48,218$1.67M1.02%+19,49013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…47,974$1.66M0.06%+90613F-HRTimelineGroup
Daybright Advisory Services, Inc.45,498$1.58M0.42%13F-HRTimeline
Total Clarity Wealth Management, Inc.45,353$1.57M0.38%+1513F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …45,312$1.57M0.02%+20,91813F-HRTimelineGroup
Advance Capital Management, Inc.44,092$1.53M0.06%+2,51213F-HRTimeline
CALTON & ASSOCIATES, INC.43,190$1.5M0.22%new13F-HRTimeline
Armstrong, Fleming & Moore, Inc43,003$1.49M0.69%+44713F-HRTimeline
Colonial River Investments, LLC41,497$1.44M0.51%+1,96813F-HRTimeline
44 WEALTH MANAGEMENT LLC41,137$1.43M0.48%-2,04513F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC40,400$1.4M<0.01%new13F-HRTimeline
SEAMOUNT FINANCIAL GROUP INC39,671$1.37M0.62%+4,27413F-HRTimeline
Mascagni Wealth Management, Inc.39,193$1.36M1.01%+54613F-HRTimeline
Tempus Wealth Planning, LLC39,137$1.36M0.31%-68313F-HRTimeline
SITTNER & NELSON, LLC37,313$1.35M0.48%+7,68813F-HRTimeline
Stonebridge Financial Group, LLC / MO38,558$1.34M1.16%13F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC37,909$1.31M0.11%new13F-HRTimeline
Professional Financial Advisors, LLC37,866$1.31M0.27%-22613F-HRTimeline
Latitude Advisors, LLC37,800$1.31M0.58%+5,58713F-HRTimeline
Atria Investments, Inc37,674$1.31M0.01%new13F-HRTimeline
Jacobi Capital Management LLC37,144$1.29M0.07%+9,84713F-HRTimeline
Procyon Advisors, LLC36,901$1.28M0.06%+2,99513F-HRTimeline
LEGACY CAPITAL WEALTH MANAGEMENT, LLC35,260$1.22M0.74%13F-HRTimeline
Belpointe Asset Management LLC33,774$1.17M0.04%+4413F-HRTimeline
WEATHERLY ASSET MANAGEMENT L. P.33,333$1.15M0.09%013F-HRTimeline
LANDAAS & CO /WI /ADV33,012$1.14M0.25%+19,11613F-HRTimeline
COMERICA BANK32,311$1.12M<0.01%+2,92213F-HRTimeline
Global Retirement Partners, LLC31,629$1.1M0.02%+20,73013F-HRTimeline