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Disclosery

CGGR CAPITAL GROUP GROWTH ETF

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SHS CREAT UNIT (fund)

640 managers (651 13F filers) reported a position in CGGR shares at 2026-06-30, 404,118,567 shares in all. 79 filers opened a position and 31 filers sold out during the quarter.

Managers
640
13F filers
651
New
79
Added
369
Reduced
134
Sold out
31
Shares held by filers
404,118,567

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
LPL Financial LLC59,907,998$2.83B0.64%+7,346,42113F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY32,389,025$1.53B0.08%+2,646,51813F-HRTimelineGroup
Capital Group Private Client Services, …in group CAPITAL GROUP INVESTMENT MANA…28,132,325$1.33B18.72%+974,25113F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN17,573,566$829M0.14%+1,813,79413F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding16,699,756$788M+1,243,712Timeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC16,206,980$765M0.21%+2,089,56913F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/14,478,055$683M0.04%+284,21913F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC13,948,665$658M0.83%+396,10113F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…13,105,474$619M0.33%+158,46813F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP11,551,154$529M0.21%+1,940,64713F-HRTimelineGroup
Cetera Investment Advisers10,594,267$500M0.46%+793,34013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.9,164,905$433M0.51%+1,455,96713F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA8,268,130$390M0.07%-159,93013F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 3 filers holding7,195,473$340M-110,853Timeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…5,918,375$279M0.25%+5,080,99813F-HRTimelineGroup
Forge Financial Services LLC5,516,760$260M22.43%+122,11213F-HRTimeline
UBS Group AGgroup of 2 filers holding5,500,513$260M+11,640Timeline
Cambridge Investment Research Advisors,…5,096,748$241M0.54%+538,93513F-HR/ATimeline
MML INVESTORS SERVICES, LLC4,179,335$197M0.4%+966,76313F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP2,911,584$137M0.11%+477,68013F-HRTimelineGroup
Advance Capital Management, Inc.2,846,782$134M4.34%-13,36613F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC2,733,600$129M1.18%+98,82413F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO2,602,111$122M0.01%-546,56113F-HRTimelineGroup
&PARTNERS2,262,117$107M0.44%+22,66313F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…2,228,768$105M1.89%-262,61413F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.2,187,427$103M0.14%+188,06813F-HRTimelineGroup
Private Advisor Group, LLC2,055,511$97M0.44%-37,67513F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO2,022,745$95.5M0.08%+185,93113F-HRTimelineGroup
WNY Asset Management, LLC1,986,506$93.8M8.4%+181,53613F-HRTimeline
Merit Financial Group, LLC1,930,814$91.1M0.57%+20,24313F-HR/ATimeline
Valmark Advisers, Inc.1,728,825$81.6M0.87%+105,76313F-HRTimeline
NewEdge Advisors, LLC1,604,940$75.8M0.23%+95,38813F-HRTimeline
New England Capital Financial Advisors …1,531,893$72.3M17.29%+138,25613F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…1,444,828$68M0.11%+44,15013F-HRTimeline
JSF Financial, LLC1,439,179$67.9M10.94%+375,37913F-HRTimeline
Johnson Bixby & Associates, LLC1,430,786$67.5M7.54%+6,66713F-HRTimeline
Janney Montgomery Scott LLC1,412,527$66.7M0.13%+196,84713F-HRTimeline
Prospera Financial Services Inc1,405,335$66.3M0.96%-35,04313F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.1,396,166$65.9M1.04%+71,64713F-HRTimeline
Confluence Wealth Services, Inc.1,340,317$63.3M1.81%+177,26713F-HRTimeline
Aprio Wealth Management, LLC1,340,131$63.3M3.13%-113,22213F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…1,324,736$62.5M0.1%-65,18413F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS1,316,937$62.2M0.1%+5,07713F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…1,116,891$52.7M0.45%+104,83013F-HRTimelineGroup
ADAMSBROWN WEALTH CONSULTANTS LLC1,113,600$52.6M9.91%+35,82813F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding983,342$46.4M+284,758Timeline
Summit Investment Advisory Services, LLC934,072$44.1M11.06%+3,95313F-HRTimeline
HARBOUR INVESTMENTS, INC.925,166$43.7M0.59%+50,75813F-HRTimeline
AA Financial Advisors, LLC889,658$42M5.05%+156,17413F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.888,354$41.9M0.25%-92,45713F-HRTimelineGroup
Global Retirement Partners, LLC885,322$41.8M0.64%13F-HRTimeline
BARNES PETTEY FINANCIAL ADVISORS, LLC852,025$40.2M12.6%+27,09013F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…821,015$38.8M1.03%+12,91713F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC818,413$38.6M0.07%+115,03213F-HRTimelineGroup
D.A. DAVIDSON & CO.808,798$38.2M0.21%-96,90213F-HRTimeline
ECLECTIC ASSOCIATES INC /ADV801,949$37.9M4.31%+37,64913F-HRTimeline
Ergawealth Advisors, Inc.796,941$37.6M14.61%+30,65913F-HRTimeline
HighPoint Advisor Group LLC760,133$35.9M1.26%+34,28813F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC741,703$35M0.04%+17413F-HRTimelineGroup
Haverford Trust Co740,320$34.9M0.3%-3,42313F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC738,782$34.9M0.01%+76,91713F-HRTimelineGroup
Wealthcare Advisory Partners LLCgroup of 2 filers holding728,597$34.4M+47,713Timeline
Wealth Science Advisors LLC715,819$33.8M15.02%+48,42313F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP671,322$31.7M0.04%-17,55513F-HRTimelineGroup
Ameritas Investment Partners, Inc.group of 2 filers holding654,430$30.9M+496,107Timeline
BESSEMER GROUP INCin group BESSEMER GROUP INC618,015$29.2M0.04%new13F-HRTimelineGroup
IAM Advisory, LLC617,766$29.2M5.68%-41113F-HRTimeline
IFP Advisors, Inc604,049$28.5M0.51%+33,55913F-HRTimeline
DAVENPORT & Co LLC600,338$28.3M0.14%+94,90013F-HRTimeline
Tribridge Partners Financial LLC628,455$28M10.98%-27,04013F-HRTimeline
Geneos Wealth Management Inc.591,617$27.9M0.57%+37,03113F-HRTimeline
VALLEY NATIONAL ADVISERS INC553,097$26.1M2.9%-11,62813F-HRTimeline
J. Derek Lewis & Associates Inc.544,477$25.7M4.86%+30,34713F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers537,947$25.4M0.03%+178,40013F-HRTimelineGroup
Financial Council, LLC516,393$24.4M7.91%+30,67313F-HRTimeline
HighTower Advisors, LLC504,313$23.8M0.02%+18,73213F-HRTimeline
Strategic Blueprint, LLC500,616$23.6M1.18%+19,58513F-HRTimeline
Greenbush Financial Group, LLC496,641$23.4M6.89%+22813F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…486,484$23M0.26%+45,40613F-HRTimelineGroup
AdvisorNet Financial, Inc486,421$23M1.05%+15,10013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC485,351$22.9M0.53%+77,90113F-HRTimelineGroup
Sanctuary Advisors, LLC480,715$22.7M0.11%-50,88813F-HRTimeline
BLAIR WILLIAM & CO/IL465,338$22M0.06%+43,66413F-HRTimeline
Souders Financial Advisors455,871$21.5M2.16%+71,74113F-HRTimeline
Stonebridge Financial Group, LLC443,161$20.9M1.59%+35,67713F-HRTimeline
Farther Finance Advisors, LLC438,510$20.7M0.16%+18,60813F-HRTimeline
Alpha Financial Advisors, LLC437,425$20.6M5.76%+88313F-HRTimeline
Challenger Wealth Management429,347$20.3M14.92%-14,83813F-HRTimeline
Kera Capital Partners, Inc.420,261$19.8M1.91%+10,49313F-HRTimeline
Mason Investment Advisory Services, Inc.414,707$19.6M0.74%+49,63213F-HRTimeline
MISSION WEALTH MANAGEMENT, LP405,900$19.2M0.24%+1,53313F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC400,000$18.9M0.01%+116,61513F-HRTimelineGroup
Mutual Advisors, LLC399,796$18.9M0.36%-113,40413F-HRTimeline
Per Stirling Capital Management, LLC.399,468$18.9M1.8%+83,72813F-HRTimeline
Steward Partners Investment Advisory, L…398,621$18.8M0.1%+9,80213F-HRTimeline
Savant Capital, LLC398,816$18.6M0.05%+391,27013F-HRTimeline
Main Line Retirement Advisors, LLC387,263$18.3M8.38%-2,36513F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…381,423$18M0.61%+60,15413F-HRTimelineGroup
Ferguson Shapiro LLC377,053$17.8M5.27%+19,36613F-HRTimeline
Integrity Advisory Solutions, LLC372,036$17.6M1.81%+22,49213F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC370,723$17.5M0.71%-16,81313F-HRTimeline
Integrated Wealth Concepts LLC366,765$17.3M0.08%+194,03013F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …364,052$17.2M0.18%+37,96213F-HRTimelineGroup
FOUNDERS FINANCIAL SECURITIES LLC358,394$16.9M0.87%+5,07413F-HRTimeline
Hartmann Taylor Wealth Management, LLC409,953$16.5M10.91%-1,25613F-HRTimeline
CLG LLC348,324$16.4M3.61%+61,64813F-HRTimeline
Michael Brady & Co., LLC346,498$16.4M14.43%-22,87813F-HRTimeline
Midwest Heritage Bank, FSB341,589$16.1M4.57%+5,85413F-HRTimeline
SMITH, MOORE & CO.330,248$15.6M1.01%+6,66813F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC328,902$15.5M0.38%+20,30813F-HRTimeline
Gutierrez Wealth Advisory, LLC314,234$14.8M8.57%-11,47013F-HRTimeline
Ballew Advisors, Inc304,720$14.2M7.33%+6,76513F-HRTimeline
WealthCare Investment Partners, LLC297,842$14.1M3.41%+5,68113F-HRTimeline
Bedel Financial Consulting, Inc.297,114$14M1.35%+7,53213F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC326,013$14M0.67%+66,04213F-HRTimeline
Strategic Family Wealth Counselors, L.L…293,910$13.9M3.23%+9,13113F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…286,345$13.5M1.5%+3,35813F-HRTimeline
Panoramic Capital Partners, LLC284,658$13.4M6.35%new13F-HRTimeline
Armor Investment Advisors, LLC281,913$13.3M4.27%+2,33213F-HRTimeline
KPP Advisory Services LLC280,651$13.2M1.68%+15,44413F-HRTimeline
Compton Financial Group, LLC279,114$13.2M2.54%+153,80813F-HRTimeline
McCollum Christoferson Group LLC295,409$13.2M3.86%-19,61413F-HRTimeline
LongView Wealth Management269,258$12.7M3.26%-2,54213F-HRTimeline
Bridgewealth Advisory Group, LLC267,941$12.6M2.39%+35,89913F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC266,889$12.6M0.15%+2,22813F-HRTimelineGroup
Investments & Financial Planning, LLC261,680$12.4M5.85%+5,89613F-HRTimeline
EQ WEALTH ADVISORS, LLC261,134$12.3M6.77%+5,22613F-HRTimeline
Financial Security Advisor, Inc.260,075$12.3M2%-5,18013F-HRTimeline
Advisory Services Network, LLC254,782$12M0.14%-8,67913F-HRTimeline
Coign Capital Advisors LLC252,969$11.9M5.37%+5,39013F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC251,224$11.9M0.45%+15,82213F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC251,018$11.8M0.22%+29,35813F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC250,564$11.8M5.46%-1,69713F-HRTimeline
HBW ADVISORY SERVICES LLC249,288$11.8M1.06%+7,25213F-HRTimeline
QUANTUM FINANCIAL PARTNERS LLC247,649$11.7M5.98%13F-HRTimeline
Orion Porfolio Solutions, LLC247,507$11.7M0.09%+14,21113F-HRTimeline
Clear Creek Financial Management, LLC246,953$11.7M0.75%+16,18313F-HRTimeline
Smartleaf Asset Management LLC245,679$11.5M0.37%013F-HRTimeline
GENESIS PRIVATE WEALTH, LLC243,198$11.5M3.23%+15,38513F-HRTimeline
MGO ONE SEVEN LLC241,617$11.4M0.19%+115,20013F-HRTimeline
Aptus Capital Advisors, LLC237,034$11.2M0.08%-6,24813F-HRTimeline
Vestmark Advisory Solutions, Inc.236,593$11.2M0.1%+21,59613F-HRTimeline
Western Wealth Management, LLC232,682$11M0.36%+28,23013F-HRTimeline
Sovran Advisors, LLC244,654$10.9M0.81%-14,94113F-HRTimeline
Dean, Jacobson Financial Services, LLC230,594$10.9M5.99%-1,96113F-HRTimeline
Bleakley Financial Group, LLC229,793$10.8M0.14%+67,32513F-HRTimeline
MAI Capital Management229,587$10.8M0.04%+43,61813F-HRTimeline
FLYNN ZITO CAPITAL MANAGEMENT, LLC229,479$10.8M2.94%+9,51913F-HRTimeline
Stratos Wealth Partners, LTD.group of 3 filers holding228,317$10.8M+51,440Timeline
Waverly Advisors, LLC227,039$10.7M0.06%new13F-HRTimeline
Boyer Financial Services, Inc.229,402$10.7M9.01%+21,02513F-HRTimeline
tru Independence LLC223,661$10.6M4.62%+9,03313F-HRTimeline
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC222,317$10.5M0.01%new13F-HRTimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC220,603$10.4M0.13%+33,71113F-HRTimelineGroup
SAGESPRING WEALTH PARTNERS, LLC220,429$10.4M0.16%+4,85213F-HRTimeline
BetterWealth, LLC219,968$10.4M1.84%+6,50713F-HRTimeline
Smith Thornton Advisors LLC223,806$10.4M4.57%+18,82613F-HRTimeline
McCarthy Asset Management, Inc.214,639$10.1M4.8%13F-HRTimeline
MENORA MIVTACHIM HOLDINGS LTD.in group MENORA MIVTACHIM HOLDINGS LTD.209,512$9.89M0.04%013F-HRTimelineGroup
Burford Brothers, Inc.208,999$9.86M3.62%+3,41713F-HRTimeline
Fulton Bank, N.A.208,231$9.83M0.3%new13F-HRTimeline
EP Wealth Advisors, LLC206,047$9.73M0.04%-35813F-HRTimeline
Investmark Advisory Group LLC204,766$9.66M3.67%+3,71513F-HRTimeline
APS Management Group, Inc.197,599$9.33M7.17%+6,65313F-HRTimeline
COZAD ASSET MANAGEMENT INC197,050$9.3M0.6%+48313F-HRTimeline
MRWM Advisors, LLC196,670$9.28M3.82%+7,67213F-HRTimeline
TUDOR INVESTMENT CORP ET AL191,298$9.03M0.04%+118,53713F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC191,144$9.03M<0.01%-44,40913F-HRTimelineGroup
Troutman Wealth Management, LLC190,987$9.01M6.94%+1,85813F-HRTimeline
Wayfinding Financial, LLC189,860$8.97M3.4%+110,28313F-HRTimeline
CENTAURUS FINANCIAL, INC.186,851$8.82M0.34%+19,27613F-HRTimeline
STEWARDSHIP CONCEPTS FINANCIAL SERVICES…185,603$8.76M5.9%+3,23213F-HRTimeline
Perennial Investment Advisors, LLC185,080$8.74M0.58%+37,80913F-HRTimeline
Ridgeline Wealth Planning, LLC181,692$8.58M5.44%+27,47113F-HRTimeline
Charter Capital Management, LLC\DE181,234$8.55M3.79%+4,44513F-HRTimeline
Swisher Financial Concepts, Inc.180,904$8.54M5.38%-8,02313F-HRTimeline
M.E. ALLISON & CO., INC.180,590$8.52M4.91%+12,61013F-HRTimeline
BEACON FINANCIAL GROUP179,197$8.46M0.77%-67,09613F-HRTimeline
Koshinski Asset Management, Inc.178,267$8.41M0.45%+4,48713F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC177,670$8.39M0.13%new13F-HRTimeline
KWB Wealth177,582$8.38M0.72%-23,51213F-HRTimeline
Sigma Planning Corp175,411$8.28M0.21%+17,07813F-HRTimeline
Tradition Wealth Management, LLC175,366$8.28M0.51%+6,34413F-HRTimeline
Total Clarity Wealth Management, Inc.172,323$8.13M1.58%+21,23013F-HRTimeline
Vawter Financial, Ltd.171,017$8.07M3.04%+3,65713F-HRTimeline
LEGACY SOLUTIONS, LLC170,451$8.05M6.51%+8,05413F-HRTimeline
PFG Advisors168,863$7.97M0.4%+23,18013F-HRTimeline
Equity Wealth Partners, LLC168,796$7.97M2.86%new13F-HRTimeline
Vigil Wealth Management, LLC168,245$7.94M5.66%+7,11313F-HRTimeline
Nicholson Meyer Capital Management, Inc.165,676$7.82M5.21%+3,56013F-HRTimeline
5T Wealth, LLC165,300$7.8M2.91%+7,64513F-HRTimeline
Modern Wealth Management, LLC164,611$7.77M0.09%+115,78113F-HRTimeline
Olistico Wealth, LLC164,137$7.75M3.31%+2,75713F-HRTimeline
World Investment Advisors189,231$7.75M0.13%-1,46013F-HRTimeline
OneDigital Investment Advisors LLC161,724$7.63M0.06%-6,13113F-HRTimeline
LEIGH BALDWIN & CO., LLC161,564$7.63M4.11%+20,51313F-HRTimeline
FINANCIAL MANAGEMENT NETWORK INC166,253$7.54M1.08%+32,26213F-HRTimeline
EVOLVE PRIVATE WEALTH, LLC157,861$7.46M0.46%+3,56713F-HRTimeline
Continuum Advisory, LLC155,308$7.33M0.59%+3,61113F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC154,858$7.31M0.41%-6,65913F-HRTimeline