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Disclosery

CGGR CAPITAL GROUP GROWTH ETF

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SHS CREAT UNIT (fund)

599 managers (609 13F filers) reported a position in CGGR shares at 2025-12-31, 323,773,262 shares in all. 56 filers opened a position and 17 filers sold out during the quarter.

Managers
599
13F filers
609
New
56
Added
352
Reduced
108
Sold out
17
Shares held by filers
323,773,262

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, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
Founders Financial Alliance, LLC128,090$5.7M1.08%+11,94813F-HRTimeline
LEIGH BALDWIN & CO., LLC128,096$5.7M3.74%+13,19513F-HRTimeline
CALTON & ASSOCIATES, INC.126,702$5.63M0.83%new13F-HRTimeline
CWS Financial Advisors, LLC125,820$5.6M1.52%+3,47913F-HRTimeline
Accel Wealth Management124,520$5.54M1.51%+23,02813F-HRTimeline
A&I FINANCIAL SERVICES, LLC124,188$5.52M2.62%+4,61813F-HRTimeline
Beacon Financial Advisory LLC123,626$5.5M1.27%+5,93013F-HRTimeline
MGO ONE SEVEN LLC122,462$5.45M0.11%+18,12713F-HRTimeline
Kuhn & Co Investment Counsel122,434$5.44M3.63%+7,28213F-HRTimeline
RPg Family Wealth Advisory, LLC119,889$5.33M1.17%-1,71213F-HRTimeline
BNB Wealth Management, LLC119,561$5.32M3.43%13F-HRTimeline
Magnus Financial Group LLC116,478$5.18M0.4%+52013F-HRTimeline
Cooper Financial Group116,042$5.16M0.55%-7,97713F-HRTimeline
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV115,916$5.15M1.82%-3,95213F-HRTimeline
Destiny Wealth Partners, LLC113,229$5.09M0.58%-1,49013F-HRTimeline
MONEYWISE, INC.112,986$5.02M2.09%new13F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.112,894$5.02M0.06%+29,23713F-HRTimelineGroup
NWF Advisory Services Inc.111,712$4.97M0.55%+24,05113F-HRTimeline
Parsonex Advisory Services, Inc.111,278$4.95M3.15%+17,24413F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC111,094$4.94M0.19%-13,57813F-HRTimelineGroup
FINANCIAL MANAGEMENT NETWORK INC108,026$4.81M0.76%+11,46513F-HRTimeline
Nicholson Meyer Capital Management, Inc.108,155$4.81M3.64%+5,32013F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC106,983$4.76M0.01%+45,29413F-HRTimelineGroup
Entruity Wealth, LLC106,430$4.73M3.37%+60013F-HRTimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.103,898$4.62M0.26%+16,63113F-HRTimelineGroup
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…103,423$4.6M0.17%-170,44713F-HRTimelineGroup
Delta Investment Management, LLC103,269$4.59M0.8%-4,85513F-HRTimeline
Venture Visionary Partners LLC101,640$4.52M0.15%+43,49813F-HRTimeline
Aurdan Capital Management, LLC101,636$4.52M1.39%-1,83813F-HRTimeline
Kingsview Wealth Management, LLC100,017$4.45M0.06%+35,10413F-HRTimeline
Fearless Solutions, LLC dba Best Invest98,827$4.39M2.66%+92113F-HRTimeline
Hopwood Financial Services, Inc.93,332$4.15M2.92%+2,95213F-HRTimeline
Expressive Wealth LLC91,765$4.08M4.41%13F-HRTimeline
TrueWealth Financial Partners86,835$3.86M3.19%new13F-HRTimeline
True Blue Financial, LLC86,835$3.86M3.19%13F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC85,009$3.78M<0.01%-19,52913F-HR/ATimelineGroup
Bravera Wealth82,715$3.68M1.84%13F-HRTimeline
Oxinas Partners, LLC82,334$3.66M1.76%+72,77813F-HRTimeline
Merited Wealth, LLC82,189$3.65M3.39%13F-HRTimeline
RFG Advisory, LLC80,953$3.6M0.07%-11,06713F-HRTimeline
Wayfinding Financial, LLC80,696$3.59M1.52%-3,77413F-HRTimeline
Sunbelt Securities, Inc.80,636$3.59M0.24%+69013F-HRTimeline
Meridian Wealth Management, LLC80,372$3.57M0.13%+1,11413F-HRTimeline
Parkside Investments, LLC80,000$3.56M0.45%013F-HRTimeline
LeClair Wealth Partners LLC79,320$3.53M2.05%013F-HRTimeline
Alchemi Wealth, LLC79,140$3.52M1.92%13F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management78,900$3.51M0.12%+10,30613F-HRTimelineGroup
Harpswell Capital Advisors, LLC78,875$3.51M2.78%-53,22513F-HRTimeline
PKS Advisory Services, LLC77,100$3.43M0.78%+17,94313F-HRTimeline
Wood Tarver Financial Group, LLC77,039$3.42M0.96%+5,32113F-HRTimeline
COMERICA BANK76,943$3.42M0.01%+30,89513F-HRTimeline
Worthington Financial Partners, LLC76,889$3.42M3.03%13F-HRTimeline
Summit Financial, LLC76,549$3.4M0.05%-4,10513F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC74,191$3.3M1.84%+65,79513F-HRTimeline
Prime Capital Investment Advisors, LLC73,745$3.28M0.04%+17,46713F-HRTimeline
Investment Planning Advisors, Inc.72,865$3.24M0.94%+1,70813F-HRTimeline
Timmons Wealth Management, LLC72,520$3.22M3.17%13F-HRTimeline
Synergy Investment Management, LLC72,423$3.22M1.14%-69513F-HRTimeline
Quantinno Capital Management LP71,617$3.18M0.01%+18,37913F-HRTimeline
IHT Wealth Management, LLC71,393$3.17M0.08%+2,72713F-HRTimeline
BARRETT & COMPANY, INC.70,865$3.15M1.05%+3,06713F-HRTimeline
Centerline Wealth Advisors, LLC70,863$3.15M1.14%-121,70113F-HRTimeline
Atlas Legacy Advisors, LLC70,176$3.12M0.55%+5,70813F-HRTimeline
RICHARDS, MERRILL & PETERSON, INC.69,777$3.1M1.19%+22,88413F-HRTimeline
Hopwood Nicholas Hunter68,819$3.06M1%13F-HRTimeline
Transcendent Capital Group LLC68,630$3.05M1.38%-1,13013F-HRTimeline
Signature Resources Capital Management,…68,241$3.03M1.53%+96713F-HRTimeline
Selby Wealth Management, LLC68,049$3.03M1.22%13F-HRTimeline
Anchor Investment Management, LLC67,512$3M0.24%+3,86013F-HRTimeline
Latitude Advisors, LLC67,391$3M1.32%+4,13313F-HRTimeline
Owen LaRue, LLC66,577$2.96M1.13%-5,09413F-HRTimeline
Lincoln Capital LLC66,331$2.95M0.53%+5,39713F-HRTimeline
AlphaCore Capital LLC65,949$2.93M0.07%+1,12413F-HRTimeline
ENDEAVOR PRIVATE WEALTH, INC.65,909$2.93M0.84%+5,17513F-HRTimeline
CENTRAL TRUST Co65,107$2.9M0.06%+4,30713F-HRTimeline
Gunpowder Capital Management, LLC dba O…64,915$2.89M2.25%13F-HRTimeline
SEAMOUNT FINANCIAL GROUP INC64,166$2.85M1.3%+4,57813F-HRTimeline
Cornerstone Wealth Management, LLC62,020$2.76M0.14%+25,52213F-HRTimeline
Gateway Wealth Partners, LLC60,581$2.69M0.3%+16,66913F-HRTimeline
CapWealth Advisors, LLC60,318$2.68M0.18%-1,57713F-HR/ATimeline
Fjell Capital, LLC58,831$2.62M2.01%-74513F-HRTimeline
EVERPAR ADVISORS LLC58,794$2.61M0.97%-62,49713F-HRTimeline
National Wealth Management Group, LLC58,258$2.59M0.9%+16,33013F-HRTimeline
Cassady Wealth & Retirement Planning, L…58,246$2.59M1.69%13F-HRTimeline
Convergence Financial, LLC57,136$2.54M0.37%-1,25013F-HRTimeline
Qube Research & Technologies Ltd56,661$2.52M<0.01%-248,24413F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP56,516$2.51M<0.01%-51213F-HR/ATimelineGroup
OneDigital Investment Advisors LLC56,434$2.51M0.02%+16,52013F-HRTimeline
SIGNET FINANCIAL MANAGEMENT, LLC55,399$2.46M0.28%-7,36513F-HRTimeline
Bill Few Associates, Inc.54,474$2.42M0.6%+7,42913F-HRTimeline
INTEGRITY ALLIANCE, LLC.53,126$2.36M0.09%+30,39113F-HRTimeline
INVESTMENT ADVISORY SERVICES INC /TX /A…53,027$2.36M0.74%+2,11713F-HRTimeline
PCG Wealth Advisors, LLC52,797$2.35M0.66%+6,39213F-HRTimeline
Financial Perspectives, Inc51,957$2.31M0.62%+1,68413F-HRTimeline
Keystone Financial Group51,430$2.29M0.17%+3,52613F-HRTimeline
Visionary Wealth Advisors51,034$2.27M0.1%+13,96813F-HRTimeline
Armstrong, Fleming & Moore, Inc50,028$2.22M1.03%+20713F-HRTimeline
Kovack Advisors, Inc.49,869$2.22M0.1%+9,99213F-HR/ATimeline
CORA CAPITAL ADVISORS LLC49,853$2.22M0.86%+26,20913F-HRTimeline
Gemmer Asset Management LLC49,552$2.2M0.17%+24813F-HRTimeline
WARNER FINANCIAL, INC49,547$2.2M0.76%+6,89813F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC48,875$2.17M<0.01%-195,45113F-HRTimelineGroup
VestGen Advisors, LLC48,750$2.17M0.09%-195,95413F-HRTimeline
Fermata Advisors, LLC46,801$2.08M0.5%+69413F-HRTimeline
KINTRA WEALTH, LLC46,220$2.06M0.29%+7,68513F-HRTimeline
Creative Planningin group Creative Planning45,650$2.03M<0.01%-1,64113F-HRTimelineGroup
Trinity Wealth Management, LLC45,350$2.02M0.74%+1,47013F-HRTimeline
Modern Wealth Management, LLC44,265$1.97M0.04%+4,65113F-HRTimeline
Trueblood Wealth Management, LLC42,883$1.91M0.74%+7,68113F-HRTimeline
CRUX WEALTH ADVISORS42,655$1.9M0.71%new13F-HRTimeline
WIN ADVISORS, INC41,773$1.86M0.79%-63413F-HRTimeline
Saxony Capital Management, LLC41,117$1.83M1.12%+19,27813F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding40,396$1.82M+27,445Timeline
Mann Financial Group, Inc.39,946$1.78M1.72%-37213F-HR/ATimeline
Richmond Investment Services, LLC39,687$1.76M0.31%+13,17213F-HRTimeline
CFS Investment Advisory Services, LLC39,184$1.74M0.13%+91613F-HRTimeline
Roehl & Yi Investment Advisors, LLC43,885$1.73M0.69%+7,33613F-HRTimeline
ORG Partners LLC38,713$1.72M0.3%+24,22313F-HRTimeline
MSH Capital Advisors LLC38,662$1.72M0.37%+6,63913F-HRTimeline
Capital Investment Advisory Services, L…38,570$1.72M0.12%+14,08113F-HRTimeline
Fiduciary Alliance LLC38,535$1.71M0.11%-60013F-HRTimeline
Gladstone Institutional Advisory LLC38,511$1.71M0.06%+16,06413F-HRTimeline
Nautilus Advisors LLC38,511$1.71M1.12%+1,22713F-HRTimeline
LYNCH & ASSOCIATES/IN37,943$1.69M0.32%+4,92113F-HRTimeline
ROTHSCHILD INVESTMENT LLC37,677$1.68M0.09%+3,66713F-HRTimeline
ABSOLUTE CAPITAL MANAGEMENT, LLC37,579$1.67M0.61%-68413F-HRTimeline
PRIVATE TRUST CO NA36,700$1.63M0.14%+4,69913F-HRTimeline
Dynamic Advisor Solutions LLC36,619$1.63M0.05%-39,35113F-HRTimeline
Weil Company, Inc.36,513$1.62M0.37%+6,35513F-HRTimeline
Tempus Wealth Planning, LLC36,399$1.62M0.37%-5,04013F-HRTimeline
PETTYJOHN, WOOD & WHITE, INC36,006$1.6M0.25%-68013F-HRTimeline
Tradition Wealth Management, LLC35,606$1.58M0.11%+15913F-HRTimeline
Lifeworks Advisors, LLC35,481$1.58M0.2%+7,78113F-HRTimeline
First Heartland Consultants, Inc.35,158$1.56M0.12%-11,79913F-HRTimeline
SITTNER & NELSON, LLC35,614$1.54M0.54%+7,55313F-HRTimeline
Pines Wealth Management, LLC34,003$1.51M0.49%+4813F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…33,573$1.49M0.52%+30,78013F-HRTimeline
Canandaigua National Trust Co of Florida32,960$1.47M0.92%new13F-HRTimeline
Beacon Pointe Advisors, LLC32,959$1.47M0.01%+23,24413F-HRTimeline
United Advisor Group, LLC32,847$1.46M0.19%+1,76613F-HRTimeline
Arkadios Wealth Advisors31,897$1.42M0.03%+8,30813F-HRTimeline
J HAGAN CAPITAL, INC.31,845$1.42M0.78%-3,18713F-HRTimeline
Summit Global Investmentsin group Summit Global Investments31,104$1.38M0.08%+2,48913F-HRTimelineGroup
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC30,643$1.36M0.01%+3,61513F-HRTimelineGroup
Peak Planning Group, LLC30,038$1.34M0.37%-1,27813F-HRTimeline
Professional Financial Advisors, LLC29,654$1.32M0.27%-18513F-HRTimeline
Rather & Kittrell, Inc.29,514$1.31M0.21%013F-HRTimeline
WealthTrak Capital Management LLC29,509$1.31M0.94%+5,02013F-HRTimeline
ASHTON THOMAS SECURITIES, LLC29,360$1.31M0.25%+9,44913F-HRTimeline
Advyzon Investment Management, LLC28,910$1.29M0.15%+23,67913F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO28,029$1.25M0.02%-3,06013F-HRTimeline
Capital Management Associates, Inc27,878$1.24M0.27%+5813F-HRTimeline
Westside Investment Management, Inc.27,846$1.24M0.2%+7,07513F-HRTimeline
Birchwood Financial Partners, Inc.27,271$1.21M1.2%13F-HRTimeline
NWAM LLC26,908$1.21M0.07%+4,35213F-HRTimeline
NORDEN GROUP LLC26,942$1.2M0.12%+2,58013F-HRTimeline
NavPoint Financial, Inc.26,670$1.19M0.51%+49213F-HRTimeline
Lodestone Wealth Management LLC26,585$1.18M0.48%-41513F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…26,215$1.17M0.08%+9,99913F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC26,124$1.16M0.26%+35613F-HRTimeline
Vantus Wealth LLC26,024$1.16M0.85%13F-HRTimeline
Aspire Growth Partners LLC25,065$1.11M0.78%+2413F-HRTimeline
Ashton Thomas Private Wealth, LLC25,017$1.11M0.03%-30613F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP24,936$1.11M<0.01%+19,40913F-HRTimelineGroup
Strategic Financial Concepts, LLC24,835$1.1M1.01%new13F-HRTimeline
KOM Wealth Management Group, LLC24,404$1.09M0.77%+50513F-HRTimeline
CGN Advisors LLC24,329$1.08M0.09%-5613F-HRTimeline
Sun Financial Inc24,098$1.07M0.6%13F-HRTimeline
Greenline Wealth Management LLC24,033$1.07M1.11%13F-HRTimeline
HUNTER ASSOCIATES INVESTMENT MANAGEMENT…23,937$1.06M0.14%+4,52313F-HRTimeline
Lantern Wealth Advisors, LLC23,533$1.05M0.56%+9,66413F-HRTimeline
FOURPATH CAPITAL MANAGEMENT, LLC23,278$1.04M0.14%+2,80413F-HRTimeline
Security Financial Services, INC.23,133$1.03M0.16%+7,93313F-HRTimeline
M Holdings Securities, Inc.23,000$1.02M0.07%+7,90613F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV22,978$1.02M0.05%-1,00313F-HRTimeline
Prosperity Financial Group, Inc.group of 2 filers holding22,857$1.02M+7,157Timeline
HARBOR INVESTMENT ADVISORY, LLC21,902$974K0.07%+1,14913F-HRTimeline
Platt Wealth Management LLC21,871$972K0.96%13F-HRTimeline
Clark Capital Management Group, Inc.21,808$970K0.01%+12,33913F-HRTimeline
Rehmann Capital Advisory Group21,534$958K0.05%+5513F-HRTimeline
VICUS CAPITAL21,409$952K0.07%+6,16613F-HRTimeline
Capital Planning LLC21,077$939K0.26%+413F-HRTimeline
SUMMIT WEALTH GROUP LLC / CO20,824$926K0.12%new13F-HRTimeline
180 WEALTH ADVISORS, LLC20,714$921K0.1%-3013F-HRTimeline
Colter Lewis Investment Partners LLC19,914$886K1.02%13F-HRTimeline
PFG Investments, LLC19,744$878K0.04%+1,84513F-HRTimeline
CIM, LLC19,536$869K0.11%+3,65213F-HRTimeline
Brown Miller Wealth Management, LLC19,499$867K0.24%+83313F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC19,443$865K<0.01%+1313F-HRTimelineGroup
UPTICK PARTNERS, LLC19,014$846K0.18%-6,14013F-HRTimeline
CERTIOR FINANCIAL GROUP, LLC18,385$818K0.56%+44913F-HRTimeline
Harborfront Financial Group LLC18,144$807K6.01%13F-HRTimeline
Hardworking Capital Advisors, LLC17,942$798K0.72%13F-HRTimeline
Carnegie Lake Advisors LLC17,919$797K0.3%+313F-HRTimeline
CITIGROUP INCin group CITIGROUP INC17,426$775K<0.01%+13,37913F-HRTimelineGroup
Mascagni Wealth Management, Inc.17,327$771K0.57%+93113F-HRTimeline
HARMONY ASSET MANAGEMENT LLC17,233$766K0.26%-51613F-HRTimeline
SteelPeak Wealth, LLC17,150$763K0.03%-8,16713F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC17,079$760K<0.01%+8,91413F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/17,074$759K<0.01%+20313F-HRTimelineGroup