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Disclosery

CGGR CAPITAL GROUP GROWTH ETF

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SHS CREAT UNIT (fund)

488 managers (494 13F filers) reported a position in CGGR shares at 2025-06-30, 244,081,379 shares in all. 57 filers opened a position and 24 filers sold out during the quarter.

Managers
488
13F filers
494
New
57
Added
289
Reduced
95
Sold out
24
Shares held by filers
244,081,379

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
Parsonex Advisory Services, Inc.91,484$3.72M3.1%13F-HRTimeline
Hopwood Financial Services, Inc.90,538$3.68M2.88%+11,82113F-HRTimeline
Dynamic Advisor Solutions LLC88,673$3.6M0.11%-3,78913F-HRTimeline
Wayfinding Financial, LLC86,076$3.6M1.61%-3,08613F-HRTimeline
MGO ONE SEVEN LLC87,758$3.57M0.12%-15,03213F-HRTimeline
Investment Planning Advisors, Inc.83,506$3.39M1.2%-60,85113F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC82,298$3.35M0.07%+66,52213F-HRTimelineGroup
Stonebridge Financial Group, LLC81,978$3.33M0.32%+11813F-HRTimeline
Integrated Wealth Concepts LLC81,481$3.31M0.03%+24,53313F-HRTimeline
Parkside Investments, LLC80,000$3.25M0.44%013F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.79,791$3.24M0.04%+18,30513F-HRTimelineGroup
LeClair Wealth Partners LLC79,765$3.24M2.2%-61813F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…78,865$3.21M0.41%+43,70813F-HRTimeline
Sunbelt Securities, Inc.80,303$2.98M0.26%+3,63613F-HRTimeline
Transcendent Capital Group LLC73,063$2.97M1.53%+2,46913F-HRTimeline
Meridian Wealth Management, LLC72,775$2.96M0.13%+26113F-HRTimeline
FINANCIAL MANAGEMENT NETWORK INC71,421$2.92M0.52%+33,77813F-HRTimeline
SIGNET FINANCIAL MANAGEMENT, LLC70,389$2.86M0.36%-17,64613F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management69,139$2.81M0.1%+1,13513F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC66,761$2.71M<0.01%+42,63113F-HRTimelineGroup
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.66,449$2.7M0.03%+15,06613F-HRTimelineGroup
RENAISSANCE TECHNOLOGIES LLC65,500$2.66M<0.01%new13F-HRTimeline
Signature Resources Capital Management,…65,294$2.65M1.61%+1,49613F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP65,101$2.65M<0.01%new13F-HR/ATimelineGroup
BARRETT & COMPANY, INC.64,398$2.62M0.98%+6,70013F-HRTimeline
Wood Tarver Financial Group, LLC64,168$2.61M0.78%+13,62213F-HRTimeline
Fjell Capital, LLC63,697$2.59M2.4%+1,79613F-HRTimeline
Anchor Investment Management, LLC63,652$2.59M0.23%013F-HRTimeline
CapWealth Advisors, LLC63,630$2.59M0.26%-1,75113F-HRTimeline
Tyler-Stone Wealth Management62,804$2.55M0.41%+10,20613F-HRTimeline
Owen LaRue, LLC62,686$2.55M1.08%+23,87913F-HRTimeline
Quantinno Capital Management LP62,158$2.53M0.01%+47,79213F-HRTimeline
IFG Advisory, LLC61,891$2.52M0.13%+22,55813F-HRTimeline
Convergence Financial, LLC61,792$2.51M0.43%+73113F-HRTimeline
Lincoln Capital LLC57,854$2.35M0.45%+1,60113F-HRTimeline
LANARK FINANCIAL, INC.57,645$2.34M0.19%+1,43813F-HRTimeline
CENTRAL TRUST Co57,159$2.32M0.05%-6,27113F-HRTimeline
ENDEAVOR PRIVATE WEALTH, INC.56,111$2.28M1.08%+14,19613F-HRTimeline
AlphaCore Capital LLC54,996$2.24M0.09%+1,33613F-HRTimeline
Tempus Wealth Planning, LLC54,643$2.22M0.55%-6613F-HRTimeline
Latitude Advisors, LLC54,486$2.21M1.11%+1,82313F-HRTimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.54,354$2.21M0.14%+29,79613F-HRTimelineGroup
SEAMOUNT FINANCIAL GROUP INC53,230$2.16M1.11%+13,23713F-HRTimeline
Accel Wealth Management52,502$2.13M0.71%+9,10913F-HRTimeline
Armstrong, Fleming & Moore, Inc50,413$2.05M1.11%new13F-HRTimeline
PKS Advisory Services, LLC50,355$2.05M0.52%+8,72213F-HRTimeline
Gemmer Asset Management LLC49,520$2.01M0.18%+2,03613F-HRTimeline
Financial Perspectives, Inc48,964$1.99M0.6%+65613F-HRTimeline
INVESTMENT ADVISORY SERVICES INC /TX /A…48,585$1.97M0.66%+7,20113F-HRTimeline
ABSOLUTE CAPITAL MANAGEMENT, LLC47,672$1.94M0.97%-21213F-HRTimeline
INTEGRITY ALLIANCE, LLC.47,389$1.93M0.11%-2,14213F-HRTimeline
GRIES FINANCIAL LLC47,334$1.92M0.35%new13F-HRTimeline
Bill Few Associates, Inc.46,520$1.89M0.54%+16,80913F-HRTimeline
Moloney Securities Asset Management, LLC44,190$1.8M0.22%-1,15413F-HRTimeline
Venture Visionary Partners LLC44,083$1.79M0.07%+25,97213F-HRTimeline
CFS Investment Advisory Services, LLC43,138$1.75M0.14%-2,73813F-HRTimeline
Fermata Advisors, LLC42,475$1.73M0.46%+2,24013F-HRTimeline
Atlas Legacy Advisors, LLC42,328$1.72M0.38%-12,71013F-HRTimeline
RICHARDS, MERRILL & PETERSON, INC.41,810$1.7M0.81%+3,26113F-HRTimeline
COMERICA BANK40,779$1.66M0.01%+9,27313F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO40,383$1.64M0.03%-117,60413F-HRTimeline
Fiduciary Alliance LLC39,432$1.6M0.12%new13F-HRTimeline
KINTRA WEALTH, LLC39,137$1.59M0.96%-2,75113F-HRTimeline
Trinity Wealth Management, LLC39,035$1.59M0.63%+21,39713F-HRTimeline
PETTYJOHN, WOOD & WHITE, INC37,911$1.54M0.28%-1,22013F-HRTimeline
Modern Wealth Management, LLC36,574$1.49M0.04%+4,80313F-HR/ATimeline
WARNER FINANCIAL, INC36,227$1.47M0.61%+1,23613F-HRTimeline
Pines Wealth Management, LLC34,842$1.42M0.5%+14313F-HRTimeline
Tradition Wealth Management, LLC34,793$1.41M0.11%+23613F-HRTimeline
Trueblood Wealth Management, LLC34,668$1.41M0.59%+3,60013F-HRTimeline
Nautilus Advisors LLC34,163$1.39M1.02%+14,97013F-HRTimeline
Cornerstone Wealth Management, LLC34,122$1.39M0.08%-6013F-HRTimeline
OneDigital Investment Advisors LLC32,746$1.33M0.01%-12,59813F-HRTimeline
WOODMONT INVESTMENT COUNSEL LLC31,719$1.29M0.09%+3,79113F-HRTimeline
Peak Planning Group, LLC31,552$1.28M0.82%-93713F-HRTimeline
LYNCH & ASSOCIATES/IN31,213$1.27M0.26%+5,31213F-HRTimeline
Professional Financial Advisors, LLC31,051$1.26M0.29%+27213F-HRTimeline
PRIVATE TRUST CO NA30,860$1.25M0.12%+13,79113F-HRTimeline
LexAurum Advisors, LLC30,735$1.25M0.2%-63313F-HRTimeline
ROTHSCHILD INVESTMENT LLC30,323$1.23M0.08%+1,35013F-HRTimeline
Weil Company, Inc.30,314$1.23M0.32%-184,99213F-HRTimeline
Kovack Advisors, Inc.30,135$1.22M0.12%+3,73413F-HRTimeline
J HAGAN CAPITAL, INC.29,421$1.22M0.82%+10,63513F-HRTimeline
National Wealth Management Group, LLC28,877$1.17M0.66%+7,06613F-HRTimeline
First Heartland Consultants, Inc.27,851$1.13M0.1%+2,92813F-HRTimeline
Lifeworks Advisors, LLC27,806$1.13M0.17%+40113F-HRTimeline
MSH Capital Advisors LLC27,586$1.12M0.32%-1,59213F-HRTimeline
Capital Management Associates, Inc27,430$1.12M0.35%-27,43013F-HRTimeline
Creative Planningin group Creative Planning27,418$1.11M<0.01%+2,43313F-HRTimelineGroup
Prime Capital Investment Advisors, LLC27,206$1.11M0.01%-16,94613F-HRTimeline
SITTNER & NELSON, LLC26,907$1.09M0.44%+4,46613F-HRTimeline
Aspire Growth Partners LLC26,567$1.08M0.88%-2,35813F-HRTimeline
Kingsview Wealth Management, LLC26,514$1.08M0.02%+7,45713F-HRTimeline
Lodestone Wealth Management LLC26,214$1.07M0.52%+97913F-HRTimeline
NavPoint Financial, Inc.25,598$1.04M0.63%-49313F-HRTimeline
Keystone Financial Group25,189$1.02M0.09%+7,92113F-HRTimeline
UPTICK PARTNERS, LLC25,154$1.02M0.29%+85513F-HRTimeline
Ashton Thomas Private Wealth, LLC25,098$1.02M0.04%+15713F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC25,103$1.02M0.01%+3,31013F-HRTimelineGroup
OAK HILL WEALTH ADVISORS, LLC24,917$1.01M0.21%+5,15113F-HRTimeline
Arkadios Wealth Advisors24,691$1M0.03%+2,79213F-HRTimeline
NORDEN GROUP LLC24,362$990K0.11%+18713F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC23,983$975K0.29%+1,51413F-HRTimeline
SteelPeak Wealth, LLC23,907$972K0.04%+83013F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC22,655$921K0.01%new13F-HRTimeline
KOM Wealth Management Group, LLC22,383$910K0.72%+5,49413F-HRTimeline
Richmond Investment Services, LLC22,261$905K0.19%new13F-HRTimeline
NWAM LLC20,963$875K0.05%+61313F-HR/ATimeline
Rehmann Capital Advisory Group21,479$873K0.05%013F-HRTimeline
Capital Planning LLC21,073$857K0.27%-38,43013F-HRTimeline
Summit Global Investmentsin group Summit Global Investments21,044$855K0.05%+3,91513F-HRTimelineGroup
Gateway Wealth Partners, LLC20,941$851K0.16%+1,10313F-HRTimeline
KMG FIDUCIARY PARTNERS, LLC20,896$849K0.06%-2,19713F-HRTimeline
United Advisor Group, LLC20,528$834K0.14%+7,33413F-HRTimeline
180 WEALTH ADVISORS, LLC20,294$825K0.12%-69113F-HRTimeline
Rather & Kittrell, Inc.19,978$812K0.16%+7813F-HRTimeline
ASHTON THOMAS SECURITIES, LLC19,911$809K0.2%013F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV19,818$806K0.06%+1,83213F-HRTimeline
HUNTER ASSOCIATES INVESTMENT MANAGEMENT…19,100$776K0.12%013F-HRTimeline
HARMONY ASSET MANAGEMENT LLC19,015$773K0.29%+77413F-HRTimeline
Brown Miller Wealth Management, LLC18,666$759K0.24%013F-HRTimeline
CGN Advisors LLC18,654$758K0.07%+1,52013F-HRTimeline
FOURPATH CAPITAL MANAGEMENT, LLC18,634$757K0.12%+2,55113F-HRTimeline
CERTIOR FINANCIAL GROUP, LLC18,612$757K0.58%+32713F-HRTimeline
IHT Wealth Management, LLC18,540$754K0.02%+54313F-HRTimeline
Saxony Capital Management, LLC18,216$740K0.57%+55413F-HRTimeline
McCarthy Asset Management, Inc.17,937$729K0.5%-1,23913F-HRTimeline
M Holdings Securities, Inc.17,513$709K0.12%new13F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/17,354$705K<0.01%+1,98813F-HRTimelineGroup
Westside Investment Management, Inc.17,145$697K0.13%+4,54513F-HRTimeline
CHOREO, LLC16,826$684K0.01%+7,96713F-HRTimeline
Signature Wealth Management Group16,339$664K0.26%+36713F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC16,317$663K<0.01%-8,06913F-HRTimelineGroup
Capital Investment Advisory Services, L…16,246$660K0.05%+6,27413F-HRTimeline
Oxinas Partners, LLC16,232$660K0.34%+23113F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…16,216$659K0.05%+3,23513F-HRTimeline
Gladstone Institutional Advisory LLC16,197$658K0.03%+4,95613F-HRTimeline
Octavia Wealth Advisors, LLC16,184$658K0.07%+6613F-HRTimeline
HFG Advisors, Inc.16,127$656K0.52%013F-HRTimeline
Keystone Financial Services, LLC16,056$653K0.5%+1,72813F-HRTimeline
CIM, LLC16,040$652K0.09%+3,86713F-HRTimeline
Mascagni Wealth Management, Inc.15,852$644K0.55%+1,35913F-HRTimeline
Advisory Alpha, LLC15,765$641K0.02%+1,63513F-HRTimeline
WEALTHGARDEN F.S. LLC14,997$626K0.52%+13013F-HRTimeline
ORBA Wealth Advisors, L.L.C.15,230$619K0.56%013F-HRTimeline
Carlton Hofferkamp & Jenks Wealth Manag…14,863$619K0.22%-1413F-HRTimeline
RiverFront Investment Group, LLC15,009$610K0.01%+4,13913F-HRTimeline
Avantax Planning Partners, Inc.14,964$608K0.02%-1,03113F-HRTimeline
Northwest Financial Advisors14,892$605K0.84%013F-HRTimeline
WEATHERLY ASSET MANAGEMENT L. P.14,695$597K0.05%013F-HRTimeline
Belpointe Asset Management LLC14,631$595K0.02%013F-HRTimeline
Bison Wealth, LLC14,407$588K0.05%013F-HRTimeline
Wellington Capital Management, Inc.17,451$584K0.87%13F-HRTimeline
Arax Advisory Partners14,336$583K0.03%-14,87813F-HRTimeline
RIA Advisory Group LLC14,333$583K0.17%+55313F-HRTimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.14,179$576K<0.01%-12,32813F-HRTimelineGroup
Prosperity Financial Group, Inc.group of 2 filers holding13,971$568K+281Timeline
VICUS CAPITAL13,652$555K0.05%new13F-HRTimeline
Carnegie Lake Advisors LLC13,576$552K0.22%+69513F-HRTimeline
Trilogy Capital Inc.13,428$546K0.03%+36713F-HRTimeline
Roehl & Yi Investment Advisors, LLC17,888$529K0.27%+5,93813F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.12,940$526K0.03%+5,13113F-HRTimelineGroup
Visionary Wealth Advisors12,601$512K0.03%+35813F-HRTimeline
SARD WEALTH MANAGEMENT GROUP, LLC12,600$512K0.32%-2913F-HRTimeline
Capital International Investorsin group Capital International Investo…12,276$499K<0.01%-7,03813F-HRTimelineGroup
O'SHAUGHNESSY ASSET MANAGEMENT, LLC12,245$498K<0.01%+4,83313F-HRTimeline
GPS Wealth Strategies Group, LLC11,853$482K0.06%-39013F-HRTimeline
Balboa Wealth Partners11,750$478K0.1%new13F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV11,723$477K0.03%-1,02513F-HRTimeline
Faithward Advisors, LLC11,130$452K0.07%-8613F-HRTimeline
Cushing Capital Partners, LLC11,075$450K0.38%013F-HRTimeline
SUMMIT WEALTH GROUP LLC / CO11,033$448K0.11%13F-HRTimeline
High Falls Advisors, Inc10,879$442K0.1%+1,39713F-HRTimeline
Betterment LLC10,640$433K<0.01%+1,77813F-HRTimeline
Freedom Investment Management, Inc.10,264$417K0.03%new13F-HRTimeline
Regal Investment Advisors LLC10,234$416K0.03%+2,78713F-HRTimeline
Qube Research & Technologies Ltd10,233$416K<0.01%-70,82013F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp10,226$416K<0.01%+24313F-HRTimelineGroup
HICKS CAPITAL MANAGEMENT LLC10,175$414K0.65%new13F-HRTimeline
TUDOR INVESTMENT CORP ET AL10,171$413K<0.01%new13F-HRTimeline
Blue Zone Wealth Advisors, LLC10,038$408K0.1%+1,16513F-HRTimeline
Brookwood Investment Group LLC9,964$405K0.07%new13F-HRTimeline
TCFG WEALTH MANAGEMENT, LLCin group TCFG Investment Advisors, LLC9,940$404K0.18%new13F-HRTimelineGroup
CORA CAPITAL ADVISORS LLC9,932$404K0.18%+3,41813F-HRTimeline
Tudor Financial Inc.9,798$398K0.23%013F-HRTimeline
ORG Partners LLC9,866$397K0.08%+2,72913F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC9,590$390K0.04%+4813F-HRTimeline
ACORN FINANCIAL ADVISORY SERVICES INC /…9,536$388K0.06%-1,26413F-HRTimeline
Clark Capital Management Group, Inc.9,469$385K<0.01%new13F-HRTimeline
Lantern Wealth Advisors, LLC9,394$382K0.23%13F-HRTimeline
WEALTHCARE CAPITAL MANAGEMENT LLC9,386$382K0.04%+1,66813F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC9,161$372K0.03%+5,20113F-HRTimeline
Herold Advisors, Inc.9,033$367K0.08%new13F-HRTimeline
Mayflower Financial Advisors, LLC8,960$364K0.05%new13F-HRTimeline
COMMERCE BANKin group COMMERCE BANK8,591$349K<0.01%-65013F-HRTimelineGroup
WEDBUSH SECURITIES INC8,501$346K0.01%-25,31713F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…8,500$346K0.01%new13F-HRTimelineGroup
MPWM ADVISORY SOLUTIONS, LLC7,906$321K0.2%+6,30913F-HRTimeline
DIVERSIFY WEALTH MANAGEMENT, LLCin group Diversify Advisory Services, …7,553$320K0.02%new13F-HRTimelineGroup
CVFG LLC7,725$314K0.25%+67013F-HRTimeline