Skip to content
Disclosery

CGGO CAPITAL GROUP GBL GROWTH EQT

Follow

SHS CREAT UNIT (fund)

411 managers (417 13F filers) reported a position in CGGO shares at 2026-03-31, 203,549,806 shares in all. 37 filers opened a position and 17 filers sold out during the quarter.

Managers
411
13F filers
417
New
37
Added
223
Reduced
93
Sold out
17
Shares held by filers
203,549,806

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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…23,643,002$789M13.3%+2,524,32213F-HRTimelineGroup
LPL Financial LLC16,997,437$567M0.15%+1,928,62913F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC13,649,623$455M0.14%+519,30813F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding12,211,290$407M+1,834,952Timeline
MORGAN STANLEYin group MORGAN STANLEY11,963,261$399M0.02%+2,002,25313F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…10,859,399$362M0.22%-194,02613F-HRTimelineGroup
Cetera Investment Advisers8,296,479$277M0.29%+562,01413F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN7,235,449$241M0.05%+1,387,61313F-HR/ATimelineGroup
Forge Financial Services LLC5,827,389$194M19.7%+4,982,28113F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC5,560,105$186M0.26%+160,63113F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP5,426,564$177M0.08%+1,244,36813F-HRTimelineGroup
UBS Group AGgroup of 2 filers holding4,421,280$148M+386,738Timeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA4,065,492$136M0.03%+833,17613F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/4,009,228$134M0.01%+543,94413F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.3,800,231$127M0.19%-258,43713F-HRTimelineGroup
Cambridge Investment Research Advisors,…3,360,867$112M0.29%+146,69713F-HRTimeline
MML INVESTORS SERVICES, LLC2,816,834$94M0.26%-365,29513F-HRTimeline
Kestra Advisory Services, LLCgroup of 3 filers holding2,377,721$79.3M+509,256Timeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO1,963,172$65.5M0.06%+340,67413F-HRTimelineGroup
&PARTNERS1,944,494$65.1M0.32%+354,86013F-HRTimeline
NewEdge Advisors, LLC1,663,897$55.5M0.2%+147,80513F-HR/ATimeline
Financial Council, LLC1,558,410$52M20.06%+75,02213F-HRTimeline
Arlington Financial Advisors, LLC1,477,118$49.3M7.02%+76,62613F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…1,392,172$47.1M0.1%-623,36213F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.1,179,162$39.3M0.06%-238,18613F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO1,132,732$36.4M<0.01%+302,67313F-HR/ATimelineGroup
Janney Montgomery Scott LLC1,085,698$36.2M0.09%+204,65613F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP1,076,766$35.9M0.03%+137,99413F-HRTimelineGroup
LVW Advisors, LLC1,044,217$34.8M3.4%-23,52413F-HRTimeline
CAPTRUST FINANCIAL ADVISORS987,300$32.9M0.06%+41,64813F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC960,000$32M0.03%new13F-HRTimelineGroup
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC949,627$31.7M0.32%+131,93313F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC920,621$30.7M0.06%+153,75613F-HRTimelineGroup
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC910,205$30.4M1.2%-2,42913F-HRTimelineGroup
Focus Partners Wealthin group Focus Partners Wealth846,270$28.2M0.03%-27,78513F-HRTimelineGroup
Valmark Advisers, Inc.841,093$28.1M0.33%+85,28313F-HRTimeline
D.A. DAVIDSON & CO.775,587$25.9M0.16%-33,64213F-HRTimeline
Private Advisor Group, LLC745,203$24.9M0.12%-127,52113F-HRTimeline
BIP Wealth, LLC715,977$23.9M0.97%+33,25013F-HRTimeline
WNY Asset Management, LLC712,726$23.8M2.46%13F-HRTimeline
Wealth Science Advisors LLC636,392$22.1M12.41%013F-HRTimeline
J. Derek Lewis & Associates Inc.656,978$22M4.94%+72,71613F-HR/ATimeline
Beacon Pointe Advisors, LLC656,738$21.9M0.12%+15,36013F-HRTimeline
Reliant Wealth Planning643,596$21.5M6.49%-9,65513F-HRTimeline
Bleakley Financial Group, LLC534,077$17.8M0.28%+36,92913F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP528,013$17.6M0.03%-55,54213F-HRTimelineGroup
HighTower Advisors, LLC527,754$17.6M0.02%+65,47513F-HRTimeline
Prospera Financial Services Inc491,246$16.4M0.26%-125,75813F-HRTimeline
Ergawealth Advisors, Inc.487,615$16.3M7.19%+29,69913F-HRTimeline
LifeGoal Investments, LLC473,839$16.1M9.21%+56,76213F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…463,778$15.5M0.19%+92,74513F-HRTimelineGroup
Stonebridge Financial Group, LLC453,528$15.1M1.24%+260,77113F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC452,270$15.1M0.25%+33,26213F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.437,848$14.6M0.23%+172,30813F-HRTimeline
Integrated Wealth Concepts LLC428,873$14.3M0.11%+83,10413F-HRTimeline
Frazier Financial Advisors, LLC395,328$13.2M7.3%+22,68213F-HRTimeline
KWB Wealth376,888$13.1M1.29%-2,31713F-HRTimeline
Independent Advisor Alliance391,114$13.1M0.14%new13F-HRTimeline
ROTHSCHILD INVESTMENT LLC367,839$12.3M0.64%+97,30313F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers348,974$11.6M0.02%+65,28613F-HRTimelineGroup
Souders Financial Advisors347,059$11.6M1.32%-4,40413F-HRTimeline
Vestmark Advisory Solutions, Inc.345,578$11.5M0.13%+81,29213F-HRTimeline
Ridgeline Wealth Planning, LLC340,353$11.4M8.29%+4,33613F-HRTimeline
Clarity Wealth Advisors, LLC340,231$11.4M2.34%+22,24013F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED337,869$11.3M0.82%new13F-HRTimeline
BNB Wealth Management, LLC337,093$11.2M7.22%+1,25613F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC328,693$11M0.16%+32,20213F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.307,426$10.6M0.07%+53,50613F-HRTimelineGroup
Steward Partners Investment Advisory, L…306,863$10.2M0.05%+7,04113F-HRTimeline
MAI Capital Management306,263$10.2M0.06%+35,96513F-HRTimeline
HighPoint Advisor Group LLC294,778$9.84M0.41%-11,31913F-HRTimeline
AA Financial Advisors, LLC284,226$9.48M1.34%-41,45413F-HRTimeline
Main Street Financial Solutions, LLC273,060$9.11M0.67%-15,11913F-HRTimeline
Michael Brady & Co., LLC265,957$8.87M8.92%+5,13213F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC261,089$8.71M0.23%+24,07213F-HRTimelineGroup
Ruggaard & Associates LLC255,837$8.54M3.38%+8,42313F-HRTimeline
NavPoint Financial, Inc.252,942$8.44M3.41%+77313F-HRTimeline
Gateway Wealth Partners, LLC250,084$8.35M0.33%+199,60413F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…248,107$8.28M0.17%+7,85013F-HRTimelineGroup
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…242,404$8.09M0.2%-8,87313F-HRTimelineGroup
U.S. Capital Wealth Advisors, LLC241,675$8.06M0.2%+7,43813F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…238,837$7.97M0.25%+1,51113F-HRTimeline
Gutierrez Wealth Advisory, LLC237,285$7.92M4.92%+10,49613F-HRTimeline
Carson Advisory Inc.236,964$7.91M4.1%+21013F-HRTimeline
CWM, LLCin group CWM, LLC235,526$7.86M0.02%+12,96013F-HRTimelineGroup
PEAPACK GLADSTONE FINANCIAL CORP231,834$7.74M0.1%+2,31513F-HRTimeline
Smartleaf Asset Management LLC240,674$7.73M0.28%+30,02313F-HRTimeline
OneAscent Financial Services LLCin group OneAscent Financial Services …228,455$7.62M0.41%new13F-HRTimelineGroup
Kera Capital Partners, Inc.225,352$7.52M0.92%+5,88513F-HRTimeline
Mutual Advisors, LLC214,058$7.14M0.15%+9,80613F-HRTimeline
Orion Porfolio Solutions, LLC212,969$7.11M0.06%-1,13413F-HRTimeline
FINANCIAL MANAGEMENT NETWORK INC190,849$6.83M1.05%+1,43113F-HRTimeline
Summit Financial, LLC200,721$6.7M0.09%+87,65613F-HRTimeline
Confluence Wealth Services, Inc.198,810$6.63M0.26%+14,74913F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC194,298$6.48M<0.01%new13F-HRTimelineGroup
Farther Finance Advisors, LLC189,049$6.42M0.06%-276,41513F-HRTimeline
Blom & Howell Financial Planning, Inc.186,936$6.24M6.12%+33,90313F-HRTimeline
Johnson Bixby & Associates, LLC184,157$6.15M0.76%-11,85413F-HRTimeline
Balentine LLC182,816$6.1M0.25%-1,99613F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC169,533$6.07M0.34%+41,11513F-HR/ATimeline
SMITH, MOORE & CO.177,021$5.91M0.43%+8,06513F-HRTimeline
GTS SECURITIES LLC174,071$5.81M0.21%+160,59413F-HRTimeline
Boyer Financial Services, Inc.173,332$5.78M6.13%+14,15413F-HRTimeline
Compton Financial Group, LLC171,913$5.74M1.27%+165,20713F-HRTimeline
Koshinski Asset Management, Inc.171,335$5.72M0.36%+2,59613F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.168,272$5.62M0.06%+30,98113F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…166,468$5.56M0.01%+27813F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP165,071$5.51M0.01%+15,76413F-HRTimelineGroup
Paragon Advisors, LLC164,252$5.48M1.48%-11,97213F-HRTimeline
Perennial Investment Advisors, LLC164,249$5.48M0.44%+9,20713F-HRTimeline
Burford Brothers, Inc.164,024$5.47M2.24%+72113F-HRTimeline
FSM Wealth Advisors, LLC163,433$5.45M0.7%-27613F-HRTimeline
Strategic Blueprint, LLC156,761$5.23M0.3%+3,51813F-HRTimeline
Sigma Planning Corp154,198$5.15M0.14%+137,92913F-HRTimeline
Smith Thornton Advisors LLC153,251$5.11M2.58%+12,36813F-HRTimeline
AlphaCore Capital LLC149,321$4.98M0.12%-50713F-HRTimeline
Hopwood Nicholas Hunter147,792$4.93M1.57%+13,79113F-HRTimeline
RPg Family Wealth Advisory, LLC145,584$4.86M1.01%-8,43113F-HRTimeline
Entruity Wealth, LLC143,905$4.8M3.26%-2,29413F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC127,880$4.27M0.08%-72,95813F-HRTimeline
DAVENPORT & Co LLC125,061$4.17M0.02%+6,44213F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…122,414$4.08M0.01%new13F-HRTimelineGroup
Geneos Wealth Management Inc.121,579$4.06M0.09%+31,38913F-HRTimeline
Sovran Advisors, LLC107,847$4.05M0.32%+6,18913F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding118,287$3.95M+8,495Timeline
ENDEAVOR PRIVATE WEALTH, INC.117,495$3.92M1.12%+34,71513F-HRTimeline
EQ WEALTH ADVISORS, LLC116,060$3.87M2.26%+13,02313F-HRTimeline
Leonard Rickey Investment Advisors P.L.…115,810$3.86M0.67%-3513F-HRTimeline
Smallwood Wealth Investment Management,…115,583$3.86M2.03%-33813F-HRTimeline
PFG Advisors115,583$3.86M0.19%+6,05713F-HRTimeline
CATALYST FINANCIAL PARTNERS LLC115,406$3.85M0.45%+9,47913F-HRTimeline
Bill Few Associates, Inc.114,629$3.83M0.92%+5,20813F-HRTimeline
Integrity Advisory Solutions, LLC114,335$3.82M0.5%+6,09113F-HRTimeline
FLOW TRADERS U.S. LLC112,654$3.76M0.12%new13F-HRTimeline
SILVIA MCCOLL WEALTH MANAGEMENT, LLC110,051$3.67M2.42%+2,20613F-HRTimeline
CVFG LLC106,771$3.56M0.44%+8,75713F-HRTimeline
Mariner, LLCin group Mariner, LLC106,119$3.54M<0.01%+33,47213F-HRTimelineGroup
HBW ADVISORY SERVICES LLC105,411$3.52M0.37%-57613F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…104,581$3.49M0.04%-62,65713F-HRTimelineGroup
CLG LLC102,399$3.42M0.85%-2,42613F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …101,741$3.4M0.04%+56,42913F-HRTimelineGroup
KINGSWOOD WEALTH ADVISORS, LLC101,565$3.39M0.16%-2,31613F-HRTimeline
WEST MICHIGAN ADVISORS, LLC101,119$3.37M0.74%-56,93513F-HRTimeline
MOSELEY INVESTMENT MANAGEMENT INC98,626$3.29M1.05%+5,43713F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding96,279$3.21M-103Timeline
Trueblood Wealth Management, LLC95,233$3.18M1.24%+7,02613F-HRTimeline
LongView Wealth Management85,245$3.15M0.79%-3,78413F-HRTimeline
A&I FINANCIAL SERVICES, LLC93,433$3.12M1.48%+4,75913F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…93,382$3.12M0.06%+82,42813F-HRTimelineGroup
Merit Financial Group, LLC92,975$3.1M0.02%+2,95413F-HRTimeline
Aprio Wealth Management, LLC85,467$2.85M0.16%-23013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC85,077$2.84M0.01%+17,79613F-HRTimeline
Tradition Wealth Management, LLC82,193$2.74M0.2%+4,00013F-HRTimeline
World Investment Advisors82,081$2.74M0.04%+29,86613F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC80,616$2.69M0.57%+3,65413F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO79,321$2.65M0.01%013F-HRTimelineGroup
Financial Perspectives, Inc78,572$2.62M0.73%+10,00513F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC77,715$2.59M0.02%+9,88813F-HRTimelineGroup
Venture Visionary Partners LLC76,177$2.54M0.08%+5,10413F-HRTimeline
Arkadios Wealth Advisors75,228$2.51M0.04%+1,86913F-HRTimeline
Evergreen Wealth Partners LLC74,738$2.49M1.9%+52,15413F-HRTimeline
Greykasell Wealth Strategies, Inc.72,013$2.4M0.97%+2,71213F-HRTimeline
VestGen Advisors, LLC60,930$2.39M0.07%-19,97313F-HRTimeline
Merited Wealth, LLC71,025$2.37M1.97%-4,07813F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC69,193$2.31M0.14%+3,80313F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC69,105$2.31M0.05%-15,30713F-HR/ATimeline
AXXCESS WEALTH MANAGEMENT, LLC67,088$2.24M0.07%-64,41113F-HRTimeline
Code Waechter LLC64,521$2.15M1.28%new13F-HRTimeline
Northwest Financial Advisors64,383$2.15M4.15%+3,99913F-HRTimeline
Blueprint Investment Partners LLCgroup of 2 filers holding62,762$2.09M+2,401Timeline
ORBA Wealth Advisors, L.L.C.62,210$2.08M2.48%-12,55413F-HRTimeline
Beacon Financial Advisory LLC61,950$2.07M0.47%+91113F-HRTimeline
Rather & Kittrell, Inc.61,527$2.05M0.32%013F-HRTimeline
LANDAAS & CO /WI /ADV61,053$2.04M0.45%+28,04113F-HRTimeline
Atria Investments, Inc59,658$1.99M0.02%+21,98413F-HRTimeline
Vise Technologies, Inc.56,505$1.96M0.04%013F-HRTimeline
Meridian Wealth Management, LLC58,497$1.95M0.07%-62813F-HRTimeline
NOVEM GROUP57,063$1.9M0.22%-35413F-HRTimeline
Strategic Family Wealth Counselors, L.L…56,140$1.87M0.49%+6,74413F-HRTimeline
Saxony Capital Management, LLC53,213$1.78M1.03%+4,99513F-HRTimeline
Modern Wealth Management, LLC52,199$1.77M0.03%+10113F-HRTimeline
SWEENEY & MICHEL, LLC48,199$1.75M0.51%+1,97113F-HRTimeline
EP Wealth Advisors, LLC52,361$1.75M0.01%-9213F-HRTimeline
SEAMOUNT FINANCIAL GROUP INC52,131$1.74M0.78%+12,46013F-HRTimeline
44 WEALTH MANAGEMENT LLC51,651$1.72M0.6%+10,51413F-HRTimeline
RFG Advisory, LLC51,414$1.72M0.03%+1,68113F-HRTimeline
Advisory Services Network, LLC50,997$1.7M0.02%+23,52313F-HRTimeline
Creative Planningin group Creative Planning50,480$1.68M<0.01%-71013F-HRTimelineGroup
Daybright Advisory Services, Inc.49,601$1.66M0.46%+4,10313F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…49,221$1.64M0.05%+1,24713F-HR/ATimelineGroup
BlackRock, Inc.in group BlackRock, Inc.48,400$1.62M<0.01%-1,18413F-HRTimelineGroup
Advance Capital Management, Inc.48,369$1.61M0.06%+4,27713F-HRTimeline
Qube Research & Technologies Ltd48,357$1.61M<0.01%new13F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…47,071$1.57M<0.01%new13F-HRTimelineGroup
TITLEIST ASSET MANAGEMENT, LLC46,189$1.54M0.12%+8,28013F-HRTimeline
Latitude Advisors, LLC45,246$1.51M0.69%+7,44613F-HRTimeline
Jacobi Capital Management LLC44,988$1.5M0.08%+7,84413F-HRTimeline
Mascagni Wealth Management, Inc.44,761$1.49M1.06%+5,56813F-HRTimeline
Colonial River Investments, LLC44,624$1.49M0.53%+3,12713F-HRTimeline
Forum Finance Group S.A.53,588$1.47M0.79%13F-HRTimeline