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Disclosery

CGGR CAPITAL GROUP GROWTH ETF

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SHS CREAT UNIT (fund)

642 managers (653 13F filers) reported a position in CGGR shares at 2026-06-30, 404,010,251 shares in all. 80 filers opened a position and 31 filers sold out during the quarter.

Managers
642
13F filers
653
New
80
Added
369
Reduced
134
Sold out
31
Shares held by filers
404,010,251

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
Lantz Financial LLC154,731$7.3M1.34%+8,96113F-HRTimeline
IFG Advisory, LLC153,394$7.24M0.25%new13F-HRTimeline
Venture Visionary Partners LLC152,591$7.2M0.2%+44,84513F-HRTimeline
NewCorp Financial Services, Inc.149,416$7.05M5.4%+2,46113F-HRTimeline
Founders Financial Alliance, LLC148,267$7M0.93%+11,18613F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV147,520$6.96M0.33%+135,14213F-HRTimeline
Atria Investments, Inc146,019$6.89M0.07%-25,51913F-HRTimeline
J.W. COLE ADVISORS, INC.145,831$6.88M0.12%+1,63113F-HRTimeline
BlueChip Wealth Advisors LLC145,575$6.87M2.6%+1,83813F-HRTimeline
A&I FINANCIAL SERVICES, LLC142,651$6.73M2.93%+2,49413F-HRTimeline
Gateway Wealth Partners, LLC142,181$6.71M0.4%-106,73213F-HRTimeline
CWS Financial Advisors, LLC141,395$6.67M1.48%+7,29613F-HRTimeline
PKS Advisory Services, LLC140,955$6.65M1.06%+52,88513F-HRTimeline
Allworth Financial LP140,693$6.64M0.03%+44513F-HRTimeline
LANGLEY WEALTH MANAGEMENT, LLC140,494$6.63M6.47%13F-HR/ATimeline
Mariner, LLCin group Mariner, LLC139,778$6.6M0.01%-231,43913F-HRTimelineGroup
Brookstone Capital Managementin group Brookstone Capital Management135,216$6.38M0.06%+41,13213F-HRTimelineGroup
KINTRA WEALTH, LLC133,023$6.32M0.33%+45,70813F-HRTimeline
Kingsview Wealth Management, LLC133,747$6.31M0.08%+22,91813F-HRTimeline
Magnus Financial Group LLC132,931$6.27M0.44%+6,04213F-HRTimeline
NWF Advisory Services Inc.131,676$6.22M0.58%+22,73913F-HRTimeline
Beacon Financial Advisory LLC129,294$6.1M1.2%+9,44313F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding136,588$6.09M+70,984Timeline
Kuhn & Co Investment Counsel128,639$6.07M3.51%-4,06213F-HRTimeline
CALTON & ASSOCIATES, INC.128,616$6.07M0.89%+1,94813F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.128,146$6.05M0.06%+1,33813F-HRTimelineGroup
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV126,599$5.98M1.92%-47413F-HRTimeline
Summit Financial, LLC125,186$5.91M0.06%-3,97713F-HRTimeline
BNB Wealth Management, LLC124,194$5.86M3.2%-4,01513F-HRTimeline
Cooper Financial Group122,704$5.79M0.48%+2,38213F-HRTimeline
Vise Technologies, Inc.121,347$5.73M0.06%+105,55113F-HRTimeline
Accel Wealth Management118,518$5.59M1.26%-14,51713F-HRTimeline
Parsonex Advisory Services, Inc.116,863$5.52M4.8%+7,34213F-HRTimeline
RPg Family Wealth Advisory, LLC114,700$5.41M0.9%+30313F-HR/ATimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…113,147$5.34M0.12%+2,21613F-HRTimelineGroup
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC111,876$5.28M0.11%+89,79313F-HRTimelineGroup
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC111,701$5.27M0.19%+2,80913F-HRTimelineGroup
Bravera Wealth109,516$5.17M1.98%+12,87113F-HRTimeline
Fearless Solutions, LLC dba Best Invest108,296$5.11M2.7%+9,12413F-HRTimeline
IMG Wealth Management, Inc.108,066$5.1M2.84%+5,76113F-HRTimeline
Roehl & Yi Investment Advisors, LLC112,176$5.06M1.68%+43,69513F-HRTimeline
Wood Tarver Financial Group, LLC106,710$5.04M1.19%+16,83813F-HRTimeline
Ashton Thomas Private Wealth, LLC106,408$5.02M0.1%+83,14813F-HRTimeline
True Blue Financial, LLC105,788$4.99M2.11%+4,59713F-HRTimeline
IHT Wealth Management, LLC104,875$4.95M0.11%+10,59613F-HRTimeline
Destiny Wealth Partners, LLC110,311$4.95M0.7%-4,62813F-HRTimeline
Delta Investment Management, LLC101,176$4.78M0.79%-5,95613F-HRTimeline
Aurdan Capital Management, LLC100,144$4.73M1.2%-49213F-HRTimeline
Harpswell Capital Advisors, LLC96,850$4.57M2.93%-66513F-HRTimeline
Hopwood Financial Services, Inc.95,742$4.52M2.62%+2,43913F-HRTimeline
Atlas Legacy Advisors, LLC95,121$4.49M0.66%+22,45713F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP94,671$4.47M0.05%new13F-HRTimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.92,101$4.35M0.22%-20,32713F-HRTimelineGroup
Cassady Wealth & Retirement Planning, L…92,081$4.35M2.02%+11,10113F-HRTimeline
Elequin Capital, LP91,935$4.34M0.14%new13F-HRTimeline
Hopwood Nicholas Hunter90,645$4.28M1.17%+9,92413F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management89,428$4.22M0.13%+2,29513F-HRTimelineGroup
Oxinas Partners, LLC88,969$4.2M1.66%+1,17613F-HRTimeline
Latitude Advisors, LLC87,341$4.12M1.64%+10,27313F-HRTimeline
RICHARDS, MERRILL & PETERSON, INC.86,679$4.09M1.3%+1,93713F-HRTimeline
Selby Wealth Management, LLC86,443$4.08M1.45%+9,81613F-HRTimeline
Blueprint Investment Partners LLCgroup of 2 filers holding83,957$3.96M+10,925Timeline
Meridian Wealth Management, LLC83,239$3.93M0.12%+1,15513F-HRTimeline
BARRETT & COMPANY, INC.82,948$3.92M1.1%+8,24413F-HRTimeline
SEAMOUNT FINANCIAL GROUP INC82,343$3.89M1.57%+4,02613F-HRTimeline
Alchemi Wealth, LLC82,207$3.88M1.82%+1,31813F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED81,936$3.87M0.23%+87713F-HRTimeline
ENDEAVOR PRIVATE WEALTH, INC.81,796$3.86M0.94%+1,93213F-HRTimeline
Cornerstone Wealth Management, LLC81,774$3.86M0.17%+7,50513F-HRTimeline
FLOW TRADERS U.S. LLC81,717$3.86M0.16%new13F-HRTimeline
National Wealth Management Group, LLC81,664$3.85M1.19%+3,16413F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…80,655$3.81M0.01%+4,20913F-HRTimelineGroup
Parkside Investments, LLC80,000$3.78M0.42%013F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC78,858$3.72M0.01%+23,65813F-HRTimeline
Arkadios Wealth Advisors78,790$3.72M0.06%+12,28613F-HRTimeline
Beacon Pointe Advisors, LLC78,702$3.71M0.02%+26,36413F-HRTimeline
LeClair Wealth Partners LLC78,654$3.71M1.92%new13F-HRTimeline
WARNER FINANCIAL, INC78,372$3.7M1.09%+26,00513F-HRTimeline
Transcendent Capital Group LLC77,660$3.67M1.43%+3,44513F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…76,491$3.61M<0.01%+73,74513F-HRTimelineGroup
Timmons Wealth Management, LLC76,257$3.6M2.63%+42513F-HRTimeline
Signature Resources Capital Management,…76,234$3.6M1.42%+3,95313F-HRTimeline
KELLEHER FINANCIAL ADVISORS74,082$3.5M0.5%new13F-HRTimeline
LYNCH & ASSOCIATES/IN73,635$3.48M0.61%+14,18313F-HRTimeline
Synergy Investment Management, LLC73,195$3.45M0.84%-46313F-HRTimeline
Worthington Financial Partners, LLC72,834$3.44M2.85%+47213F-HRTimeline
Gunpowder Capital Management, LLC dba O…72,690$3.43M2.41%+1,18113F-HRTimeline
Lincoln Capital LLC72,265$3.41M0.61%+7,30513F-HRTimeline
Keystone Financial Group69,522$3.28M0.19%+3,43413F-HRTimeline
Quantinno Capital Management LP69,284$3.27M<0.01%+5,15113F-HRTimeline
Bill Few Associates, Inc.69,239$3.27M0.7%+66813F-HRTimeline
Fjell Capital, LLC68,042$3.21M2.19%+97313F-HRTimeline
Anchor Investment Management, LLC67,512$3.19M0.24%013F-HRTimeline
SG Americas Securities, LLC67,400$3.18M<0.01%-43,30013F-HRTimeline
Capital Investment Advisory Services, L…66,459$3.14M0.19%+15,89413F-HRTimeline
Investment Planning Advisors, Inc.66,409$3.13M0.73%-4,33813F-HRTimeline
CORA CAPITAL ADVISORS LLC64,202$3.03M0.85%+8,83313F-HRTimeline
Expressive Wealth LLC64,001$3.02M2.85%-6,64413F-HRTimeline
INVESTMENT ADVISORY SERVICES INC /TX /A…63,404$2.99M0.86%+8,11113F-HRTimeline
Entruity Wealth, LLC63,164$2.98M1.93%-44,61613F-HRTimeline
NWAM LLC60,693$2.86M0.14%+3,64813F-HRTimeline
RFG Advisory, LLC59,625$2.81M0.04%-19,00113F-HRTimeline
AlphaCore Capital LLC58,437$2.76M0.05%+2113F-HRTimeline
Kovack Advisors, Inc.58,227$2.74M0.13%+2,63313F-HRTimeline
ROTHSCHILD INVESTMENT LLC57,364$2.71M0.1%+87513F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP57,262$2.7M<0.01%+3,42313F-HR/ATimelineGroup
Prime Capital Investment Advisors, LLC57,230$2.7M0.03%-10,32013F-HRTimeline
Financial Perspectives, Inc56,715$2.68M0.65%+2,38213F-HRTimeline
Saxony Capital Management, LLC55,568$2.62M1.2%+10,06513F-HRTimeline
CapWealth Advisors, LLC55,309$2.61M0.18%-3,75413F-HRTimeline
Trinity Wealth Management, LLC54,620$2.58M0.82%+1,37813F-HRTimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.53,698$2.53M<0.01%new13F-HRTimelineGroup
Visionary Wealth Advisors52,080$2.46M0.1%-8513F-HRTimeline
SITTNER & NELSON, LLC52,036$2.46M0.77%+5,81013F-HRTimeline
Gemmer Asset Management LLC51,345$2.42M0.16%-9013F-HRTimeline
Trueblood Wealth Management, LLC50,521$2.38M0.83%+2,85013F-HRTimeline
Armstrong, Fleming & Moore, Inc50,028$2.36M0.78%013F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp49,018$2.31M<0.01%+24,34713F-HRTimelineGroup
ABSOLUTE CAPITAL MANAGEMENT, LLC48,104$2.27M0.57%+8,79613F-HRTimeline
CFS Investment Advisory Services, LLC48,597$2.26M0.15%+29013F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC46,859$2.21M0.01%+10,71913F-HRTimelineGroup
Weil Company, Inc.46,535$2.2M0.39%+6,00713F-HRTimeline
CRUX WEALTH ADVISORS45,620$2.15M0.75%+43313F-HRTimeline
Fermata Advisors, LLC44,828$2.12M0.43%+1,71113F-HRTimeline
PRIVATE TRUST CO NA44,732$2.11M0.17%+4,87413F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…44,059$2.08M0.76%+5,05913F-HRTimeline
Gladstone Institutional Advisory LLC44,057$2.08M0.07%-6,73113F-HRTimeline
Creative Planningin group Creative Planning41,748$1.97M<0.01%-1,42013F-HRTimelineGroup
INTEGRITY ALLIANCE, LLC.41,501$1.96M0.06%+5,18713F-HRTimeline
Junk Investment Group, LLC41,480$1.96M0.87%+2,32813F-HRTimeline
Birchwood Financial Partners, Inc.41,474$1.96M1.6%+11,05613F-HRTimeline
Platt Wealth Management LLC41,221$1.95M1.56%+7,13013F-HRTimeline
MSH Capital Advisors LLC40,813$1.93M0.34%+3,36713F-HRTimeline
Colonial River Investments, LLC40,663$1.92M0.55%-47,09813F-HRTimeline
Mann Financial Group, Inc.39,806$1.88M1.57%+5613F-HRTimeline
Nautilus Advisors LLC39,877$1.88M1.11%+1,15313F-HRTimeline
Belpointe Asset Management LLC39,232$1.85M0.06%+20,85613F-HRTimeline
Westside Investment Management, Inc.38,655$1.82M0.24%+2,38413F-HRTimeline
HUNTER ASSOCIATES INVESTMENT MANAGEMENT…38,232$1.8M0.21%+8,41813F-HRTimeline
Centerline Wealth Advisors, LLC38,114$1.8M0.56%-61513F-HRTimeline
Owen LaRue, LLC37,828$1.79M0.62%+95313F-HRTimeline
Fiduciary Alliance LLC37,379$1.76M0.12%-54313F-HRTimeline
VICUS CAPITAL37,085$1.75M0.11%+8,65313F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC36,683$1.73M0.12%+5,32913F-HRTimeline
Tempus Wealth Planning, LLC36,488$1.72M0.34%+43013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC36,041$1.7M<0.01%+7,80913F-HRTimelineGroup
PETTYJOHN, WOOD & WHITE, INC35,914$1.7M0.25%-71213F-HRTimeline
United Advisor Group, LLC35,526$1.68M0.18%+2,65413F-HRTimeline
Dynamic Advisor Solutions LLC35,489$1.68M0.05%-80813F-HRTimeline
EVERPAR ADVISORS LLC35,386$1.67M0.48%-14,10813F-HRTimeline
J HAGAN CAPITAL, INC.35,158$1.66M0.77%+413F-HRTimeline
First Heartland Consultants, Inc.34,882$1.65M0.11%+1,24913F-HRTimeline
Summit Global Investmentsin group Summit Global Investments34,638$1.64M0.09%+2,30313F-HRTimelineGroup
Security Financial Services, INC.33,795$1.6M0.22%+5,36813F-HRTimeline
Pines Wealth Management, LLC33,297$1.57M0.45%+7013F-HRTimeline
ASHTON THOMAS SECURITIES, LLC33,266$1.57M0.23%+3,34913F-HRTimeline
Arax Advisory Partners33,114$1.56M0.01%-32,13413F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV32,714$1.54M0.07%+3,75113F-HRTimeline
Advyzon Investment Management, LLC32,232$1.52M0.11%+52713F-HRTimeline
Harborfront Financial Group LLC31,686$1.5M5.64%13F-HRTimeline
CENTRAL TRUST Co31,373$1.48M0.03%-37013F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC31,302$1.48M0.28%+3,78213F-HRTimeline
NavPoint Financial, Inc.31,165$1.47M0.55%-3013F-HRTimeline
Peak Planning Group, LLC29,761$1.4M0.32%-20013F-HRTimeline
FOURPATH CAPITAL MANAGEMENT, LLC29,663$1.4M0.18%+2,27913F-HRTimeline
Professional Financial Advisors, LLC29,190$1.38M0.24%-24413F-HRTimeline
LexAurum Advisors, LLC29,185$1.38M0.16%-1,60813F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…29,020$1.37M0.08%+2,29313F-HRTimeline
Rather & Kittrell, Inc.28,817$1.36M0.19%-67213F-HRTimeline
B. Riley Wealth Advisors, Inc.28,860$1.35M0.07%+21,17513F-HRTimeline
NORDEN GROUP LLC28,188$1.33M0.11%+1,24613F-HRTimeline
Vantus Wealth LLC28,103$1.33M0.71%13F-HRTimeline
Capital Management Associates, Inc28,089$1.33M0.27%-2,30913F-HRTimeline
Lodestone Wealth Management LLC28,011$1.32M0.47%+44413F-HRTimeline
PRIVATE CLIENT SERVICES, LLC27,485$1.3M0.34%new13F-HRTimeline
Lantern Wealth Advisors, LLC27,181$1.28M0.59%+3,70513F-HRTimeline
M Holdings Securities, Inc.27,437$1.27M0.17%+15313F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO26,093$1.23M0.01%-1,01213F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC26,040$1.23M<0.01%+2,06713F-HRTimelineGroup
KOM Wealth Management Group, LLC25,717$1.21M0.73%-15513F-HRTimeline
Clearview Wealth Management LLC25,617$1.21M0.78%+84713F-HRTimeline
CGN Advisors LLC25,407$1.2M0.09%+40813F-HRTimeline
Aspire Growth Partners LLC25,397$1.2M0.7%+33213F-HRTimeline
Greenline Wealth Management LLC25,340$1.2M0.98%-14213F-HRTimeline
Ausdal Financial Partners, Inc.25,101$1.18M0.05%+6,13113F-HRTimeline
Melone Private Wealth, LLC24,900$1.18M0.45%013F-HRTimeline
Regal Investment Advisors LLC24,493$1.16M0.06%+5,12513F-HRTimeline
Sun Financial Inc24,401$1.15M0.54%-93013F-HRTimeline
Clark Capital Management Group, Inc.23,772$1.12M0.01%+5,92313F-HRTimeline
Northwest Financial Advisors23,617$1.11M0.15%-8,34113F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP23,164$1.09M<0.01%-77013F-HRTimelineGroup
SUMMIT WEALTH GROUP LLC / CO22,846$1.08M0.09%-33513F-HRTimeline
Storen Legacy Partners, LLC22,809$1.08M0.29%-20,98713F-HRTimeline
Procyon Advisors, LLC22,336$1.05M0.05%+30413F-HRTimeline
Indivisible Partners22,095$1.04M0.06%new13F-HRTimeline
FLORIDA FINANCIAL ADVISORS, LLC22,080$1.04M0.18%+6,14313F-HRTimeline
Merited Wealth, LLC22,074$1.04M0.74%-56,63513F-HRTimeline
Rehmann Capital Advisory Group21,573$1.02M0.05%-11013F-HRTimeline
180 WEALTH ADVISORS, LLC21,384$1.01M0.1%+1,57513F-HRTimeline
CIM, LLC20,413$964K0.12%-46213F-HRTimeline