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Disclosery

CGGR CAPITAL GROUP GROWTH ETF

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SHS CREAT UNIT (fund)

519 managers (527 13F filers) reported a position in CGGR shares at 2025-09-30, 278,753,632 shares in all. 61 filers opened a position and 22 filers sold out during the quarter.

Managers
519
13F filers
527
New
61
Added
307
Reduced
103
Sold out
22
Shares held by filers
278,753,632

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
LEIGH BALDWIN & CO., LLC114,901$5.05M2.84%+12,83613F-HR/ATimeline
Destiny Wealth Partners, LLC114,719$5.04M0.62%-10,18813F-HRTimeline
Vestmark Advisory Solutions, Inc.111,483$4.9M0.09%-193,26313F-HRTimeline
Delta Investment Management, LLC108,124$4.75M0.85%-2,91213F-HRTimeline
IFG Advisory, LLC107,636$4.73M0.21%+45,74513F-HRTimeline
Integrated Wealth Concepts LLC106,754$4.69M0.04%+25,27313F-HRTimeline
Entruity Wealth, LLC105,830$4.65M3.61%+5,30613F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC104,538$4.59M<0.01%-82,23913F-HRTimelineGroup
MGO ONE SEVEN LLC104,335$4.58M0.11%+16,57713F-HRTimeline
Aurdan Capital Management, LLC103,474$4.54M1.45%+6,77313F-HRTimeline
Nicholson Meyer Capital Management, Inc.102,835$4.52M3.47%+5,16513F-HRTimeline
Accel Wealth Management101,492$4.46M1.3%+48,99013F-HRTimeline
Lantz Financial LLC99,275$4.36M0.96%+3,99813F-HRTimeline
FINANCIAL MANAGEMENT NETWORK INC96,561$4.3M0.71%+25,14013F-HRTimeline
Fearless Solutions, LLC dba Best Invest97,906$4.3M2.76%+4,79913F-HRTimeline
Parsonex Advisory Services, Inc.94,034$4.13M2.81%+2,55013F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP92,100$4.05M0.01%-288,00013F-HRTimelineGroup
RFG Advisory, LLC92,020$4.04M0.08%-7,07413F-HRTimeline
Hopwood Financial Services, Inc.90,380$3.97M2.65%-15813F-HRTimeline
NWF Advisory Services Inc.87,661$3.85M0.42%-32,27413F-HRTimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.87,267$3.83M0.23%+32,91313F-HRTimelineGroup
von Borstel & Associates, Inc.84,733$3.76M0.58%new13F-HRTimeline
Wayfinding Financial, LLC84,470$3.71M1.6%-1,60613F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.83,657$3.67M0.04%+17,20813F-HRTimelineGroup
BARCLAYS PLCin group BARCLAYS PLC82,423$3.62M<0.01%new13F-HR/ATimelineGroup
Summit Financial, LLC80,654$3.54M0.05%new13F-HRTimeline
Parkside Investments, LLC80,000$3.51M0.44%013F-HRTimeline
Sunbelt Securities, Inc.79,946$3.51M0.24%-35713F-HRTimeline
LeClair Wealth Partners LLC79,320$3.48M2.17%-44513F-HRTimeline
Meridian Wealth Management, LLC79,258$3.48M0.13%+6,48313F-HRTimeline
Dynamic Advisor Solutions LLC75,970$3.34M0.1%-12,70313F-HRTimeline
Synergy Investment Management, LLC73,118$3.21M1.23%new13F-HRTimeline
Wood Tarver Financial Group, LLC71,718$3.15M0.93%+7,55013F-HRTimeline
Owen LaRue, LLC71,671$3.15M1.24%+8,98513F-HRTimeline
Investment Planning Advisors, Inc.71,157$3.13M0.98%-12,34913F-HRTimeline
Transcendent Capital Group LLC69,760$3.06M1.37%-3,30313F-HRTimeline
IHT Wealth Management, LLC68,666$3.02M0.08%+50,12613F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management68,594$3.01M0.1%-54513F-HRTimelineGroup
BARRETT & COMPANY, INC.67,798$2.98M1.02%+3,40013F-HRTimeline
Signature Resources Capital Management,…67,274$2.95M1.62%+1,98013F-HRTimeline
Kingsview Wealth Management, LLC64,913$2.85M0.04%+38,39913F-HRTimeline
AlphaCore Capital LLC64,825$2.85M0.1%+9,82913F-HRTimeline
Atlas Legacy Advisors, LLC64,468$2.83M0.55%+22,14013F-HRTimeline
Anchor Investment Management, LLC63,652$2.8M0.23%013F-HRTimeline
Latitude Advisors, LLC63,258$2.78M1.27%+8,77213F-HRTimeline
SIGNET FINANCIAL MANAGEMENT, LLC62,764$2.76M0.32%-7,62513F-HRTimeline
CapWealth Advisors, LLC61,895$2.72M0.19%-1,73513F-HR/ATimeline
Cerity Partners LLCin group Cerity Partners LLC61,689$2.71M<0.01%-5,07213F-HRTimelineGroup
Lincoln Capital LLC60,934$2.7M0.5%+3,08013F-HRTimeline
CENTRAL TRUST Co60,800$2.67M0.06%+3,64113F-HRTimeline
ENDEAVOR PRIVATE WEALTH, INC.60,734$2.67M0.82%+4,62313F-HRTimeline
SEAMOUNT FINANCIAL GROUP INC59,588$2.62M1.24%+6,35813F-HRTimeline
Fjell Capital, LLC59,576$2.62M2.3%-4,12113F-HRTimeline
PKS Advisory Services, LLC59,157$2.6M0.54%+8,80213F-HRTimeline
Convergence Financial, LLC58,386$2.56M0.39%-3,40613F-HRTimeline
Venture Visionary Partners LLC58,142$2.55M0.09%+14,05913F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP57,028$2.5M<0.01%-8,07313F-HRTimelineGroup
Prime Capital Investment Advisors, LLC56,278$2.47M0.03%+29,07213F-HRTimeline
Quantinno Capital Management LP53,238$2.34M0.01%-8,92013F-HRTimeline
INVESTMENT ADVISORY SERVICES INC /TX /A…50,910$2.24M0.7%+2,32513F-HRTimeline
Financial Perspectives, Inc50,273$2.21M0.61%+1,30913F-HRTimeline
Armstrong, Fleming & Moore, Inc49,821$2.19M1.05%-59213F-HRTimeline
Gemmer Asset Management LLC49,304$2.17M0.17%-21613F-HRTimeline
Blueprint Investment Partners LLCgroup of 2 filers holding48,826$2.14MnewTimeline
GRIES FINANCIAL LLC48,212$2.12M0.33%+87813F-HRTimeline
Keystone Financial Group47,904$2.1M0.16%+22,71513F-HR/ATimeline
Creative Planningin group Creative Planning47,291$2.08M<0.01%+19,87313F-HRTimelineGroup
Bill Few Associates, Inc.47,045$2.07M0.53%+52513F-HRTimeline
First Heartland Consultants, Inc.46,957$2.06M0.17%+19,10613F-HRTimeline
RICHARDS, MERRILL & PETERSON, INC.46,893$2.06M0.89%+5,08313F-HRTimeline
PCG Wealth Advisors, LLC46,405$2.04M0.59%new13F-HRTimeline
Fermata Advisors, LLC46,107$2.03M0.51%+3,63213F-HRTimeline
COMERICA BANK46,048$2.02M0.01%+5,26913F-HRTimeline
Gateway Wealth Partners, LLC43,912$1.93M0.26%+22,97113F-HRTimeline
Trinity Wealth Management, LLC43,880$1.93M0.72%+4,84513F-HRTimeline
WARNER FINANCIAL, INC42,649$1.87M0.7%+6,42213F-HRTimeline
WIN ADVISORS, INC42,407$1.86M0.91%new13F-HRTimeline
National Wealth Management Group, LLC41,928$1.84M0.69%+13,05113F-HRTimeline
Tempus Wealth Planning, LLC41,439$1.82M0.42%-13,20413F-HRTimeline
Moloney Securities Asset Management, LLC40,530$1.78M0.21%-3,66013F-HRTimeline
Mann Financial Group, Inc.40,318$1.77M1.75%13F-HRTimeline
OneDigital Investment Advisors LLC39,914$1.75M0.02%+7,16813F-HRTimeline
Kovack Advisors, Inc.39,877$1.75M0.16%+9,74213F-HRTimeline
Modern Wealth Management, LLC39,614$1.74M0.03%+3,04013F-HRTimeline
CFS Investment Advisory Services, LLC38,268$1.72M0.13%-4,87013F-HRTimeline
Fiduciary Alliance LLC39,135$1.72M0.12%-29713F-HRTimeline
OAK HILL WEALTH ADVISORS, LLC38,969$1.71M0.32%+14,05213F-HRTimeline
KINTRA WEALTH, LLC38,535$1.69M0.95%-60213F-HRTimeline
ABSOLUTE CAPITAL MANAGEMENT, LLC38,263$1.68M0.72%-9,40913F-HRTimeline
Nautilus Advisors LLC37,284$1.64M1.1%+3,12113F-HRTimeline
Visionary Wealth Advisors37,066$1.63M0.08%+24,46513F-HRTimeline
PETTYJOHN, WOOD & WHITE, INC36,686$1.61M0.27%-1,22513F-HRTimeline
Cornerstone Wealth Management, LLC36,498$1.6M0.09%+2,37613F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC35,500$1.56M<0.01%+19,18313F-HRTimelineGroup
Tradition Wealth Management, LLC35,447$1.56M0.12%+65413F-HRTimeline
Trueblood Wealth Management, LLC35,202$1.55M0.6%+53413F-HRTimeline
J HAGAN CAPITAL, INC.35,032$1.54M0.93%+5,61113F-HRTimeline
ROTHSCHILD INVESTMENT LLC34,010$1.49M0.08%+3,68713F-HRTimeline
Pines Wealth Management, LLC33,955$1.49M0.5%-88713F-HRTimeline
LYNCH & ASSOCIATES/IN33,022$1.45M0.28%+1,80913F-HRTimeline
MSH Capital Advisors LLC32,023$1.41M0.38%+4,43713F-HRTimeline
PRIVATE TRUST CO NA32,001$1.41M0.12%+1,14113F-HRTimeline
Roehl & Yi Investment Advisors, LLC36,549$1.39M0.61%+18,66113F-HRTimeline
Peak Planning Group, LLC31,316$1.38M0.72%-23613F-HRTimeline
OneAscent Financial Services LLCin group OneAscent Financial Services …31,148$1.37M0.17%+25,18213F-HR/ATimelineGroup
LexAurum Advisors, LLC31,142$1.37M0.19%+40713F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO31,089$1.37M0.02%-9,29413F-HRTimeline
United Advisor Group, LLC31,081$1.37M0.18%+10,55313F-HRTimeline
Weil Company, Inc.30,158$1.32M0.32%-15613F-HRTimeline
Professional Financial Advisors, LLC29,839$1.31M0.28%-1,21213F-HRTimeline
Rather & Kittrell, Inc.29,514$1.3M0.23%+9,53613F-HRTimeline
Summit Global Investmentsin group Summit Global Investments28,615$1.26M0.07%+7,57113F-HRTimelineGroup
SITTNER & NELSON, LLC28,061$1.23M0.45%+1,15413F-HRTimeline
Capital Management Associates, Inc27,820$1.22M0.33%+39013F-HRTimeline
Lifeworks Advisors, LLC27,700$1.22M0.16%-10613F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC27,028$1.19M0.01%+1,92513F-HRTimelineGroup
Lodestone Wealth Management LLC27,000$1.19M0.53%+78613F-HRTimeline
Richmond Investment Services, LLC26,515$1.16M0.22%+4,25413F-HRTimeline
NavPoint Financial, Inc.26,178$1.15M0.6%+58013F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC25,768$1.13M0.28%+1,78513F-HRTimeline
McCarthy Asset Management, Inc.25,414$1.12M0.72%+7,47713F-HRTimeline
Ashton Thomas Private Wealth, LLC25,323$1.11M0.03%+22513F-HRTimeline
SteelPeak Wealth, LLC25,317$1.11M0.04%+1,41013F-HRTimeline
UPTICK PARTNERS, LLC25,154$1.1M0.29%013F-HRTimeline
Aspire Growth Partners LLC25,041$1.1M0.8%-1,52613F-HRTimeline
Capital Investment Advisory Services, L…24,489$1.08M0.09%+8,24313F-HRTimeline
WealthTrak Capital Management LLC24,489$1.08M0.89%new13F-HRTimeline
CGN Advisors LLC24,385$1.07M0.09%+5,73113F-HRTimeline
NORDEN GROUP LLC24,362$1.07M0.11%013F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV23,981$1.05M0.07%+4,16313F-HRTimeline
KOM Wealth Management Group, LLC23,899$1.05M0.79%+1,51613F-HRTimeline
CORA CAPITAL ADVISORS LLC23,644$1.04M0.44%+13,71213F-HRTimeline
Arkadios Wealth Advisors23,589$1.04M0.03%-1,10213F-HRTimeline
NWAM LLC22,556$1M0.05%+1,59313F-HR/ATimeline
INTEGRITY ALLIANCE, LLC.22,735$999K0.05%-24,65413F-HRTimeline
Gladstone Institutional Advisory LLC22,447$986K0.04%+6,25013F-HRTimeline
Saxony Capital Management, LLC21,839$959K0.63%+3,62313F-HRTimeline
Rehmann Capital Advisory Group21,479$943K0.05%013F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC21,400$940K<0.01%-44,10013F-HRTimeline
Capital Planning LLC21,073$926K0.27%013F-HRTimeline
Westside Investment Management, Inc.20,771$912K0.15%+3,62613F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC20,753$911K0.08%+11,59213F-HRTimeline
180 WEALTH ADVISORS, LLC20,744$911K0.11%+45013F-HRTimeline
FOURPATH CAPITAL MANAGEMENT, LLC20,474$899K0.13%+1,84013F-HRTimeline
ASHTON THOMAS SECURITIES, LLC19,911$874K0.12%013F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC19,430$853K<0.01%+12,22713F-HRTimelineGroup
HUNTER ASSOCIATES INVESTMENT MANAGEMENT…19,414$853K0.12%+31413F-HRTimeline
Brown Miller Wealth Management, LLC18,666$820K0.23%013F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.18,312$804K0.04%+5,37213F-HRTimelineGroup
CERTIOR FINANCIAL GROUP, LLC17,936$788K0.53%-67613F-HRTimeline
Carnegie Lake Advisors LLC17,916$787K0.3%+4,34013F-HRTimeline
PFG Investments, LLC17,899$786K0.04%new13F-HRTimeline
HARMONY ASSET MANAGEMENT LLC17,749$780K0.27%-1,26613F-HRTimeline
Arax Advisory Partners17,189$755K0.01%+2,85313F-HRTimeline
Northwest Financial Advisors16,986$746K0.96%+2,09413F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/16,871$741K<0.01%-48313F-HRTimelineGroup
KMG FIDUCIARY PARTNERS, LLC16,831$739K0.05%-4,06513F-HRTimeline
CHOREO, LLC16,826$739K0.01%013F-HRTimeline
Advisory Alpha, LLC16,284$720K0.02%+51913F-HRTimeline
Mascagni Wealth Management, Inc.16,396$720K0.56%+54413F-HRTimeline
Signature Wealth Management Group16,349$718K0.28%+1013F-HRTimeline
ORG Partners LLC14,490$716K0.13%+4,62413F-HRTimeline
Keystone Financial Services, LLC16,236$713K0.5%+18013F-HRTimeline
Octavia Wealth Advisors, LLC15,901$698K0.07%-28313F-HRTimeline
CIM, LLC15,884$698K0.09%-15613F-HRTimeline
Prosperity Financial Group, Inc.group of 2 filers holding15,700$690K+1,729Timeline
AMERIFLEX GROUP, INC.15,420$677K0.25%+13,57913F-HRTimeline
Carlton Hofferkamp & Jenks Wealth Manag…14,865$677K0.23%+213F-HRTimeline
GTS SECURITIES LLC15,338$674K0.03%new13F-HRTimeline
VICUS CAPITAL15,243$669K0.05%+1,59113F-HRTimeline
ORBA Wealth Advisors, L.L.C.15,230$669K0.55%013F-HRTimeline
WEALTHGARDEN F.S. LLC14,997$668K0.48%013F-HRTimeline
Security Financial Services, INC.15,200$668K0.11%+7,64913F-HRTimeline
M Holdings Securities, Inc.15,094$663K0.14%-2,41913F-HRTimeline
Avantax Planning Partners, Inc.15,042$661K0.02%+7813F-HRTimeline
RiverFront Investment Group, LLC15,009$659K0.01%013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…16,216$652K0.05%013F-HRTimeline
Bison Wealth, LLC14,407$646K0.06%013F-HRTimeline
WEATHERLY ASSET MANAGEMENT L. P.14,695$645K0.05%013F-HRTimeline
Belpointe Asset Management LLC14,631$643K0.02%013F-HRTimeline
Melone Private Wealth, LLC14,500$637K0.29%new13F-HRTimeline
HFG Advisors, Inc.14,430$634K0.47%-1,69713F-HRTimeline
Balboa Wealth Partners14,154$622K0.11%+2,40413F-HRTimeline
RIA Advisory Group LLC14,088$619K0.16%-24513F-HRTimeline
Lantern Wealth Advisors, LLC13,869$609K0.32%+4,47513F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP13,847$608K<0.01%new13F-HRTimelineGroup
Trilogy Capital Inc.13,638$599K0.03%+21013F-HRTimeline
DIVERSIFY WEALTH MANAGEMENT, LLCin group Diversify Advisory Services, …12,951$581K0.03%+5,39813F-HRTimelineGroup
TCFG WEALTH MANAGEMENT, LLCin group TCFG Investment Advisors, LLC13,032$572K0.22%+3,09213F-HR/ATimelineGroup
O'SHAUGHNESSY ASSET MANAGEMENT, LLC12,846$564K<0.01%+60113F-HRTimeline
Brookwood Investment Group LLC12,810$563K0.07%+2,84613F-HRTimeline
SARD WEALTH MANAGEMENT GROUP, LLC12,600$553K0.32%013F-HRTimeline
Faithward Advisors, LLC12,527$550K0.08%+1,39713F-HRTimeline
WESPAC Advisors, LLC12,404$545K0.32%new13F-HRTimeline
Capital International Investorsin group Capital International Investo…12,390$544K<0.01%+11413F-HRTimelineGroup
Blue Zone Wealth Advisors, LLC12,278$539K0.11%+2,24013F-HRTimeline
GPS Wealth Strategies Group, LLC12,020$528K0.06%+16713F-HRTimeline
Processus Wealth & Capital Management, …11,759$516K0.37%new13F-HRTimeline
Tudor Financial Inc.11,368$499K0.27%+1,57013F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV11,324$497K<0.01%new13F-HRTimeline