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Disclosery

CGGR CAPITAL GROUP GROWTH ETF

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SHS CREAT UNIT (fund)

446 managers (452 13F filers) reported a position in CGGR shares at 2025-03-31, 212,518,088 shares in all. 35 filers opened a position and 18 filers sold out during the quarter.

Managers
446
13F filers
452
New
35
Added
289
Reduced
83
Sold out
18
Shares held by filers
212,518,088

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
Parkside Investments, LLC80,000$2.74M0.4%013F-HRTimeline
Hopwood Financial Services, Inc.78,717$2.7M2.08%+4,38913F-HRTimeline
Sunbelt Securities, Inc.76,667$2.63M0.23%-3,63613F-HRTimeline
Meridian Wealth Management, LLC72,514$2.48M0.12%-18513F-HRTimeline
LEIGH BALDWIN & CO., LLC72,490$2.48M2%+26,45013F-HRTimeline
Transcendent Capital Group LLC70,594$2.42M1.36%+5,80613F-HRTimeline
Synergy Investment Management, LLC69,432$2.38M0.99%+7,17713F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management68,004$2.33M0.07%+55113F-HRTimelineGroup
CapWealth Advisors, LLC65,381$2.24M0.24%-1,83013F-HRTimeline
Signature Resources Capital Management,…63,798$2.19M1.88%+7,17613F-HRTimeline
Anchor Investment Management, LLC63,652$2.18M0.2%013F-HRTimeline
IAM Advisory, LLC63,571$2.18M0.57%-54413F-HRTimeline
CENTRAL TRUST Co63,430$2.17M0.05%+2,01113F-HRTimeline
Fjell Capital, LLC61,901$2.12M2.15%-5,00513F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.61,486$2.11M0.03%+31,04713F-HRTimelineGroup
Convergence Financial, LLC61,061$2.09M0.41%+54,81013F-HRTimeline
Sigma Planning Corp60,239$2.06M0.07%+22,25013F-HRTimeline
Capital Planning LLC59,503$2.04M0.57%-1,45813F-HRTimeline
Atlas Legacy Advisors, LLC55,038$1.99M0.5%-241,98113F-HRTimeline
BARRETT & COMPANY, INC.57,698$1.98M0.85%+1,19513F-HRTimeline
Integrated Wealth Concepts LLC56,948$1.95M0.02%+13,18013F-HRTimeline
LANARK FINANCIAL, INC.56,207$1.93M0.16%+56,15413F-HRTimeline
RFG Advisory, LLC55,146$1.89M0.05%-28,15613F-HRTimeline
Capital Management Associates, Inc54,860$1.88M0.43%+32,43713F-HRTimeline
Tempus Wealth Planning, LLC54,709$1.87M0.56%+5,97413F-HRTimeline
CAROLINAS WEALTH CONSULTING LLC54,043$1.85M0.4%+5,07513F-HRTimeline
AlphaCore Capital LLC53,660$1.84M0.16%new13F-HRTimeline
Lincoln Capital LLC56,253$1.83M0.38%+14,80213F-HRTimeline
Latitude Advisors, LLC52,663$1.8M1.05%+10,80413F-HRTimeline
Tyler-Stone Wealth Management52,598$1.8M0.32%+13,24413F-HRTimeline
GWN SECURITIES INC.51,792$1.77M0.1%new13F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.51,383$1.76M0.02%+9,63413F-HRTimelineGroup
Wood Tarver Financial Group, LLC50,546$1.73M0.56%+29,21713F-HRTimeline
INTEGRITY ALLIANCE, LLC.49,531$1.7M0.07%+33,77113F-HRTimeline
Financial Perspectives, Inc48,308$1.65M0.57%+40613F-HRTimeline
ABSOLUTE CAPITAL MANAGEMENT, LLC47,884$1.64M0.95%-3,60013F-HRTimeline
Gemmer Asset Management LLC47,484$1.63M0.16%013F-HRTimeline
CFS Investment Advisory Services, LLC45,876$1.57M0.14%+3,54513F-HRTimeline
OneDigital Investment Advisors LLC45,344$1.55M0.02%+31413F-HRTimeline
Moloney Securities Asset Management, LLC45,344$1.55M0.21%+10,81113F-HRTimeline
Prime Capital Investment Advisors, LLC44,152$1.51M0.02%+21,71113F-HRTimeline
Accel Wealth Management43,393$1.49M0.54%+16,58813F-HRTimeline
ENDEAVOR PRIVATE WEALTH, INC.41,915$1.44M0.78%+9,54713F-HRTimeline
KINTRA WEALTH, LLC41,888$1.43M0.97%+3,16413F-HRTimeline
PKS Advisory Services, LLC41,633$1.43M0.39%+6,32813F-HRTimeline
INVESTMENT ADVISORY SERVICES INC /TX /A…41,384$1.42M0.51%+4,27513F-HRTimeline
Fermata Advisors, LLC40,235$1.38M0.25%+16,50113F-HRTimeline
SEAMOUNT FINANCIAL GROUP INC39,993$1.37M0.93%+9,67313F-HRTimeline
IFG Advisory, LLC39,333$1.35M0.07%+15,01813F-HRTimeline
PETTYJOHN, WOOD & WHITE, INC39,131$1.34M0.26%+1,38013F-HRTimeline
Owen LaRue, LLC38,807$1.33M0.66%+13,70813F-HRTimeline
RICHARDS, MERRILL & PETERSON, INC.38,549$1.32M0.69%+3,90813F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…35,157$1.2M0.2%+13,38013F-HRTimeline
WARNER FINANCIAL, INC34,991$1.2M0.53%+1,74213F-HRTimeline
Tradition Wealth Management, LLC34,557$1.18M0.1%+5313F-HRTimeline
Cornerstone Wealth Management, LLC34,182$1.17M0.08%013F-HRTimeline
FINANCIAL MANAGEMENT NETWORK INC37,643$1.17M0.26%+14,44513F-HRTimeline
Nicholson Meyer Capital Management, Inc.33,839$1.16M1.07%13F-HRTimeline
WEDBUSH SECURITIES INC33,818$1.16M0.04%+5,58313F-HRTimeline
Peak Planning Group, LLC32,489$1.11M0.47%-41613F-HRTimeline
Modern Wealth Management, LLC31,771$1.09M0.03%+10,81313F-HR/ATimeline
COMERICA BANK31,506$1.08M<0.01%+4,30813F-HRTimeline
LexAurum Advisors, LLC31,368$1.07M0.21%-68513F-HRTimeline
Trueblood Wealth Management, LLC31,068$1.06M0.49%+11,06413F-HRTimeline
Pines Wealth Management, LLC34,699$1.06M0.49%+10,61713F-HRTimeline
Professional Financial Advisors, LLC30,779$1.05M0.27%-58213F-HRTimeline
Aspire Growth Partners LLC28,925$1.03M0.91%+1,14513F-HRTimeline
Bill Few Associates, Inc.29,711$1.02M0.36%+4,87113F-HRTimeline
Arax Advisory Partners29,214$1M0.06%+21,59313F-HRTimeline
MSH Capital Advisors LLC29,178$999K0.31%-20013F-HRTimeline
ROTHSCHILD INVESTMENT LLC28,973$992K0.07%+3,88213F-HRTimeline
AMERIFLEX GROUP, INC.28,388$972K0.4%+22,45713F-HRTimeline
WOODMONT INVESTMENT COUNSEL LLC27,928$957K0.07%+4,42213F-HRTimeline
Virtue Capital Management, LLC27,709$948K0.11%+14,05213F-HRTimeline
Lifeworks Advisors, LLC27,405$939K0.16%new13F-HRTimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.26,507$908K<0.01%new13F-HRTimelineGroup
Kovack Advisors, Inc.26,401$904K0.1%+4,22513F-HRTimeline
NavPoint Financial, Inc.26,091$894K0.63%+11213F-HRTimeline
LYNCH & ASSOCIATES/IN25,901$887K0.19%+8,42513F-HRTimeline
Lodestone Wealth Management LLC25,235$864K0.46%+31213F-HRTimeline
Creative Planningin group Creative Planning24,985$856K<0.01%+93013F-HRTimelineGroup
Ashton Thomas Private Wealth, LLC24,941$854K0.03%+78613F-HRTimeline
First Heartland Consultants, Inc.24,923$854K0.09%+1,29013F-HRTimeline
TOWNSQUARE CAPITAL LLC24,625$843K0.01%+1,11413F-HRTimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.24,558$841K0.06%new13F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC24,386$835K<0.01%-27,88213F-HRTimelineGroup
UPTICK PARTNERS, LLC24,299$832K0.28%-45513F-HRTimeline
NORDEN GROUP LLC24,175$828K0.1%+92513F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC24,130$826K<0.01%-66813F-HRTimelineGroup
KMG FIDUCIARY PARTNERS, LLC23,093$791K0.07%-2,29913F-HRTimeline
SteelPeak Wealth, LLC23,077$790K0.03%+5,32013F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC22,469$770K0.3%-11513F-HRTimeline
SITTNER & NELSON, LLC22,441$769K0.33%+2,80613F-HRTimeline
Arkadios Wealth Advisors21,899$750K0.03%013F-HRTimeline
National Wealth Management Group, LLC21,811$747K0.49%+2,15213F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC21,793$746K0.01%+1,88813F-HRTimelineGroup
Rehmann Capital Advisory Group21,479$736K0.05%013F-HRTimeline
180 WEALTH ADVISORS, LLC20,985$719K0.11%-1,70813F-HRTimeline
J HAGAN CAPITAL, INC.18,786$698K0.57%13F-HRTimeline
NWAM LLC20,350$697K0.06%+3,19813F-HRTimeline
ASHTON THOMAS SECURITIES, LLC19,911$682K0.19%+1,55713F-HRTimeline
Rather & Kittrell, Inc.19,900$682K0.15%+1,21313F-HRTimeline
Gateway Wealth Partners, LLC19,838$679K0.15%+4,97713F-HRTimeline
OAK HILL WEALTH ADVISORS, LLC19,766$677K0.16%+4,66413F-HRTimeline
Capital International Investorsin group Capital International Investo…19,314$662K<0.01%-3,10913F-HRTimelineGroup
Nautilus Advisors LLC19,193$657K0.54%+2,85013F-HRTimeline
McCarthy Asset Management, Inc.19,176$657K0.48%+52113F-HRTimeline
HUNTER ASSOCIATES INVESTMENT MANAGEMENT…19,100$654K0.1%+1,50013F-HRTimeline
Kingsview Wealth Management, LLC19,057$653K0.01%+5,03613F-HRTimeline
Brown Miller Wealth Management, LLC18,666$639K0.22%013F-HRTimeline
Strategic Financial Concepts, LLC18,594$637K0.12%+7,68613F-HRTimeline
CERTIOR FINANCIAL GROUP, LLC18,285$626K0.52%+2,72213F-HRTimeline
HARMONY ASSET MANAGEMENT LLC18,241$625K0.26%+3,20213F-HRTimeline
Venture Visionary Partners LLC18,111$620K0.03%+7,86213F-HRTimeline
IHT Wealth Management, LLC17,997$616K0.02%+7,99813F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV17,986$616K0.05%+3,47513F-HRTimeline
Saxony Capital Management, LLC17,662$605K0.53%+1,72213F-HRTimeline
Trinity Wealth Management, LLC17,638$604K0.28%+4,99513F-HRTimeline
Keystone Financial Group17,268$591K0.06%+5,20013F-HRTimeline
Summit Global Investmentsin group Summit Global Investments17,129$587K0.04%+2,08613F-HRTimelineGroup
CGN Advisors LLC17,134$587K0.06%+58813F-HRTimeline
PRIVATE TRUST CO NA17,069$585K0.06%-1,48513F-HRTimeline
KOM Wealth Management Group, LLC16,889$578K0.51%+1,09913F-HRTimeline
FinDec Wealth Services, Inc.16,459$564K0.56%-95,57513F-HRTimeline
Mattern Wealth Management LLC16,341$560K0.12%+3,35013F-HRTimeline
HFG Advisors, Inc.16,127$552K0.47%013F-HRTimeline
Octavia Wealth Advisors, LLC16,118$552K0.07%-79713F-HRTimeline
FOURPATH CAPITAL MANAGEMENT, LLC16,083$551K0.1%+10,03613F-HRTimeline
Oxinas Partners, LLC16,001$548K0.32%+67113F-HRTimeline
Avantax Planning Partners, Inc.15,995$548K0.02%+54513F-HRTimeline
Signature Wealth Management Group15,972$547K0.21%-66413F-HRTimeline
CPR Investments Inc.15,875$544K0.48%-3,94013F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC15,776$540K0.01%+10413F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/15,366$526K<0.01%+25813F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…15,340$525K<0.01%-3,37113F-HRTimelineGroup
ORBA Wealth Advisors, L.L.C.15,230$522K0.26%013F-HRTimeline
Northwest Financial Advisors14,892$510K0.42%013F-HRTimeline
WEALTHGARDEN F.S. LLC14,867$509K0.49%-1,11913F-HRTimeline
WEATHERLY ASSET MANAGEMENT L. P.14,695$503K0.05%013F-HRTimeline
Bison Wealth, LLC14,407$502K0.05%new13F-HRTimeline
Belpointe Asset Management LLC14,631$501K0.03%+1,54413F-HRTimeline
Mascagni Wealth Management, Inc.14,493$496K0.49%013F-HR/ATimeline
Quantinno Capital Management LP14,366$492K<0.01%-3,10613F-HRTimeline
Keystone Financial Services, LLC14,328$491K0.42%+1,70813F-HRTimeline
Carlton Hofferkamp & Jenks Wealth Manag…14,877$484K0.2%+2,29113F-HRTimeline
Advisory Alpha, LLC14,130$484K0.02%+20513F-HR/ATimeline
RIA Advisory Group LLC13,780$472K0.15%+5713F-HRTimeline
Prosperity Financial Group, Inc.group of 2 filers holding13,690$469K+7,925Timeline
United Advisor Group, LLC13,194$452K0.09%+3,19913F-HRTimeline
Trilogy Capital Inc.13,061$447K0.02%-16,07113F-HRTimeline
RETIREMENT GUYS FORMULA LLC12,988$445K0.22%-26513F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…12,981$445K0.04%+1,78513F-HRTimeline
Carnegie Lake Advisors LLC12,881$441K0.18%+1,24013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV12,748$437K0.03%-19613F-HRTimeline
U.S. Capital Wealth Advisors, LLC12,701$435K0.01%-42713F-HRTimeline
SARD WEALTH MANAGEMENT GROUP, LLC12,629$433K0.29%013F-HRTimeline
Westside Investment Management, Inc.12,600$432K0.09%+7,72513F-HRTimeline
McNamara Financial Services, Inc.12,383$424K0.09%new13F-HRTimeline
Visionary Wealth Advisors12,243$419K0.03%+5,03013F-HRTimeline
GPS Wealth Strategies Group, LLC12,243$419K0.06%+72713F-HRTimeline
CIM, LLC12,173$417K0.06%-2,30313F-HRTimeline
Gladstone Institutional Advisory LLC11,241$385K0.02%+3,78613F-HRTimeline
Faithward Advisors, LLC11,216$384K0.07%-3,03513F-HRTimeline
Cushing Capital Partners, LLC11,075$379K0.34%013F-HRTimeline
Founders Financial Alliance, LLC10,960$375K0.09%-1,60013F-HRTimeline
RiverFront Investment Group, LLC10,870$372K0.01%013F-HRTimeline
ACORN FINANCIAL ADVISORY SERVICES INC /…10,800$370K0.07%-3,86713F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp9,983$342K<0.01%-213F-HRTimelineGroup
Capital Investment Advisory Services, L…9,972$342K0.03%+3,26313F-HRTimeline
Tudor Financial Inc.9,798$336K0.2%+1,68513F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd9,717$333K0.02%new13F-HRTimelineGroup
TITLEIST ASSET MANAGEMENT, LLC9,542$327K0.04%+2513F-HRTimeline
High Falls Advisors, Inc9,482$325K0.08%+1,77213F-HRTimeline
COMMERCE BANKin group COMMERCE BANK9,241$317K<0.01%-20013F-HRTimelineGroup
Mission Financial Group, LLC7,793$313K0.29%13F-HRTimeline
PRIVATE CLIENT SERVICES, LLC8,988$308K0.15%013F-HRTimeline
Betterment LLC8,862$304K<0.01%+40313F-HRTimeline
Blue Zone Wealth Advisors, LLC8,873$304K0.08%+1,74813F-HRTimeline
CHOREO, LLC8,859$303K<0.01%-33313F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.7,809$267K0.01%-1,03313F-HR/ATimelineGroup
WEALTHCARE CAPITAL MANAGEMENT LLC7,718$264K0.03%+5713F-HRTimeline
Regal Investment Advisors LLC7,447$255K0.02%new13F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC7,412$254K<0.01%+1,81613F-HRTimeline
PCG Wealth Advisors, LLC7,351$252K0.09%new13F-HRTimeline
ARTHUR M. COHEN & ASSOCIATES, LLC7,258$249K0.05%new13F-HRTimeline
Premier Path Wealth Partners, LLC7,205$247K0.04%new13F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC7,203$247K<0.01%+1,32813F-HRTimelineGroup
ORG Partners LLC7,137$246K0.06%-64213F-HRTimeline
Patriot Financial Group Insurance Agenc…7,115$244K0.03%-58713F-HRTimeline
Roehl & Yi Investment Advisors, LLC11,950$243K0.13%+1,50913F-HRTimeline
CVFG LLC7,055$242K0.22%+1,45313F-HRTimeline
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…6,834$234K0.05%new13F-HRTimelineGroup
Perigon Wealth Management, LLC6,771$232K0.01%+17813F-HRTimeline
Dana Investment Advisors, Inc.6,721$230K0.01%013F-HRTimeline
CRA Financial Services, LLC6,639$227K0.04%+46913F-HRTimeline
CORA CAPITAL ADVISORS LLC6,514$223K0.11%new13F-HRTimeline
WEST MICHIGAN ADVISORS, LLC6,489$222K0.07%013F-HRTimeline
FLORIDA FINANCIAL ADVISORS, LLC6,455$221K0.09%new13F-HRTimeline
Duncan Williams Asset Management, LLC6,261$214K0.08%+50113F-HRTimeline
Goldstone Financial Group, LLC6,184$212K0.03%-1,98513F-HRTimeline