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Disclosery

CGGR CAPITAL GROUP GROWTH ETF

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SHS CREAT UNIT (fund)

592 managers (602 13F filers) reported a position in CGGR shares at 2026-03-31, 372,644,618 shares in all. 46 filers opened a position and 48 filers sold out during the quarter.

Managers
592
13F filers
602
New
46
Added
356
Reduced
128
Sold out
48
Shares held by filers
372,644,618

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
FINANCIAL MANAGEMENT NETWORK INC133,991$5.63M0.86%+25,96513F-HRTimeline
Founders Financial Alliance, LLC137,081$5.51M0.99%+8,99113F-HRTimeline
CWS Financial Advisors, LLC134,099$5.39M1.38%+8,27913F-HRTimeline
Accel Wealth Management133,035$5.35M1.39%+8,51513F-HRTimeline
Kuhn & Co Investment Counsel132,701$5.33M3.44%+10,26713F-HRTimeline
Summit Financial, LLC129,163$5.19M0.07%+52,61413F-HRTimeline
BNB Wealth Management, LLC128,209$5.15M3.31%+8,64813F-HRTimeline
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV127,073$5.11M1.85%+11,15713F-HRTimeline
Magnus Financial Group LLC126,889$5.1M0.41%+10,41113F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.126,808$5.1M0.06%+13,91413F-HRTimelineGroup
CALTON & ASSOCIATES, INC.126,668$5.09M0.73%-3413F-HRTimeline
MGO ONE SEVEN LLC126,417$5.08M0.1%+3,95513F-HRTimeline
Compton Financial Group, LLC125,306$5.04M1.11%new13F-HRTimeline
Cooper Financial Group120,322$4.84M0.49%+4,28013F-HRTimeline
Beacon Financial Advisory LLC119,851$4.82M1.09%-3,77513F-HRTimeline
Destiny Wealth Partners, LLC114,939$4.62M0.51%+1,71013F-HRTimeline
RPg Family Wealth Advisory, LLC114,397$4.6M0.96%-5,49213F-HRTimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.112,428$4.52M0.25%+8,53013F-HRTimelineGroup
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…110,931$4.46M0.11%-73,12413F-HRTimelineGroup
Kingsview Wealth Management, LLC110,829$4.45M0.06%+10,81213F-HRTimeline
SG Americas Securities, LLC110,700$4.45M<0.01%new13F-HRTimeline
Parsonex Advisory Services, Inc.109,521$4.4M4.3%-1,75713F-HRTimeline
NWF Advisory Services Inc.108,937$4.38M0.49%-2,77513F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC108,892$4.38M0.17%-2,20213F-HRTimelineGroup
Entruity Wealth, LLC107,780$4.33M2.94%+1,35013F-HRTimeline
Venture Visionary Partners LLC107,746$4.33M0.14%+6,10613F-HRTimeline
Delta Investment Management, LLC107,132$4.31M0.77%+3,86313F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC105,956$4.26M<0.01%+20,94713F-HRTimelineGroup
IMG Wealth Management, Inc.102,305$4.11M2.62%-29,49913F-HRTimeline
True Blue Financial, LLC101,191$4.07M3.21%+14,35613F-HRTimeline
Aurdan Capital Management, LLC100,636$4.04M1.21%-1,00013F-HRTimeline
Fearless Solutions, LLC dba Best Invest99,172$3.99M2.41%+34513F-HRTimeline
Harpswell Capital Advisors, LLC97,515$3.92M2.92%+18,64013F-HRTimeline
Bravera Wealth96,645$3.88M1.75%+13,93013F-HRTimeline
IHT Wealth Management, LLC94,279$3.79M0.09%+22,88613F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management94,084$3.78M0.04%-78,62813F-HRTimelineGroup
Hopwood Financial Services, Inc.93,303$3.75M2.53%-2913F-HRTimeline
Cassady Wealth & Retirement Planning, L…80,980$3.61M1.87%+22,73413F-HRTimeline
Wood Tarver Financial Group, LLC89,872$3.61M1%+12,83313F-HRTimeline
PKS Advisory Services, LLC88,070$3.54M0.82%+10,97013F-HRTimeline
Oxinas Partners, LLC87,793$3.53M1.61%+5,45913F-HRTimeline
Colonial River Investments, LLC87,761$3.53M1.26%-196,36913F-HRTimeline
KINTRA WEALTH, LLC87,315$3.51M0.25%+41,09513F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management87,133$3.5M0.12%+8,23313F-HRTimelineGroup
RICHARDS, MERRILL & PETERSON, INC.84,742$3.41M1.25%+14,96513F-HRTimeline
Sunbelt Securities, Inc.83,773$3.37M0.21%+3,13713F-HRTimeline
Meridian Wealth Management, LLC82,084$3.3M0.12%+1,71213F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP81,700$3.28M<0.01%new13F-HRTimelineGroup
SILVER OAK SECURITIES, INCORPORATED81,059$3.26M0.24%new13F-HRTimeline
Alchemi Wealth, LLC80,889$3.25M1.8%+1,74913F-HRTimeline
Expressive Wealth LLC70,645$3.25M3.1%-21,12013F-HRTimeline
Hopwood Nicholas Hunter80,721$3.24M1.03%+11,90213F-HRTimeline
Parkside Investments, LLC80,000$3.22M0.39%013F-HRTimeline
ENDEAVOR PRIVATE WEALTH, INC.79,864$3.21M0.92%+13,95513F-HRTimeline
Wayfinding Financial, LLC79,577$3.2M1.39%-1,11913F-HRTimeline
Merited Wealth, LLC78,709$3.16M2.62%-3,48013F-HRTimeline
RFG Advisory, LLC78,626$3.16M0.06%-2,32713F-HRTimeline
National Wealth Management Group, LLC78,500$3.15M1.17%+20,24213F-HRTimeline
SEAMOUNT FINANCIAL GROUP INC78,317$3.15M1.42%+14,15113F-HRTimeline
Latitude Advisors, LLC77,068$3.1M1.42%+9,67713F-HRTimeline
Selby Wealth Management, LLC76,627$3.08M1.21%+8,57813F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…76,446$3.07M0.01%+75,76313F-HRTimelineGroup
Timmons Wealth Management, LLC75,832$3.05M2.89%+3,31213F-HRTimeline
BARRETT & COMPANY, INC.74,704$3M1.03%+3,83913F-HRTimeline
Cornerstone Wealth Management, LLC74,269$2.98M0.15%+12,24913F-HRTimeline
Transcendent Capital Group LLC74,215$2.98M1.36%+5,58513F-HRTimeline
Synergy Investment Management, LLC73,658$2.96M0.97%+1,23513F-HRTimeline
TUDOR INVESTMENT CORP ET AL72,761$2.92M0.02%new13F-HRTimeline
Atlas Legacy Advisors, LLC72,664$2.92M0.53%+2,48813F-HRTimeline
Worthington Financial Partners, LLC72,362$2.91M2.5%-4,52713F-HRTimeline
Signature Resources Capital Management,…72,281$2.9M1.38%+4,04013F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding65,604$2.9M+25,208Timeline
Gunpowder Capital Management, LLC dba O…71,509$2.87M2.18%+6,59413F-HRTimeline
Investment Planning Advisors, Inc.70,747$2.84M0.78%-2,11813F-HRTimeline
Bill Few Associates, Inc.68,571$2.76M0.66%+14,09713F-HRTimeline
Prime Capital Investment Advisors, LLC67,550$2.71M0.03%-6,19513F-HRTimeline
Anchor Investment Management, LLC67,512$2.71M0.23%013F-HRTimeline
Fjell Capital, LLC67,069$2.7M2.07%+8,23813F-HRTimeline
Arkadios Wealth Advisors66,504$2.67M0.04%+34,60713F-HRTimeline
Keystone Financial Group66,088$2.66M0.18%+14,65813F-HRTimeline
Arax Advisory Partners65,248$2.63M0.07%+54,44413F-HRTimeline
Lincoln Capital LLC64,960$2.61M0.49%-1,37113F-HRTimeline
Quantinno Capital Management LP64,133$2.58M<0.01%-7,48413F-HRTimeline
Roehl & Yi Investment Advisors, LLC68,481$2.56M0.96%+24,59613F-HRTimeline
LYNCH & ASSOCIATES/IN59,452$2.39M0.45%+21,50913F-HRTimeline
CapWealth Advisors, LLC59,063$2.37M0.18%-1,25513F-HRTimeline
AlphaCore Capital LLC58,416$2.35M0.06%-7,53313F-HRTimeline
NWAM LLC57,045$2.29M0.13%+30,13713F-HRTimeline
ROTHSCHILD INVESTMENT LLC56,489$2.27M0.12%+18,81213F-HRTimeline
Kovack Advisors, Inc.55,594$2.26M0.12%+5,72513F-HRTimeline
CORA CAPITAL ADVISORS LLC55,369$2.23M0.74%+5,51613F-HRTimeline
INVESTMENT ADVISORY SERVICES INC /TX /A…55,293$2.22M0.71%+2,26613F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC55,200$2.22M<0.01%+46,20013F-HRTimeline
Financial Perspectives, Inc54,333$2.18M0.61%+2,37613F-HRTimeline
CFS Investment Advisory Services, LLC48,307$2.16M0.15%+9,12313F-HRTimeline
Trinity Wealth Management, LLC53,242$2.14M0.79%+7,89213F-HRTimeline
WARNER FINANCIAL, INC52,367$2.1M0.72%+2,82013F-HRTimeline
Beacon Pointe Advisors, LLC52,338$2.1M0.01%+19,37913F-HRTimeline
Visionary Wealth Advisors52,165$2.1M0.09%+1,13113F-HRTimeline
Gemmer Asset Management LLC51,435$2.07M0.16%+1,88313F-HRTimeline
SIGNET FINANCIAL MANAGEMENT, LLC51,232$2.06M0.23%-4,16713F-HRTimeline
Gladstone Institutional Advisory LLC50,788$2.04M0.08%+12,27713F-HRTimeline
Capital Investment Advisory Services, L…50,565$2.03M0.15%+11,99513F-HRTimeline
Armstrong, Fleming & Moore, Inc50,028$2.01M0.85%013F-HRTimeline
EVERPAR ADVISORS LLC49,494$1.99M0.68%-9,30013F-HRTimeline
Modern Wealth Management, LLC48,830$1.98M0.03%+4,56513F-HRTimeline
Trueblood Wealth Management, LLC47,671$1.92M0.75%+4,78813F-HRTimeline
SITTNER & NELSON, LLC46,226$1.86M0.68%+10,61213F-HRTimeline
Saxony Capital Management, LLC45,503$1.83M1.06%+4,38613F-HRTimeline
CRUX WEALTH ADVISORS45,187$1.82M0.7%+2,53213F-HRTimeline
Richmond Investment Services, LLC44,977$1.81M0.29%+5,29013F-HRTimeline
Storen Legacy Partners, LLC43,796$1.76M0.55%-261,22013F-HRTimeline
Creative Planningin group Creative Planning43,168$1.73M<0.01%-2,48213F-HRTimelineGroup
Fermata Advisors, LLC43,117$1.73M0.39%-3,68413F-HRTimeline
Fiduciary Alliance LLC37,922$1.67M0.1%-61313F-HRTimeline
GTS SECURITIES LLC40,751$1.64M0.06%new13F-HRTimeline
Strategic Financial Concepts, LLC40,578$1.63M0.4%+15,74313F-HRTimeline
Weil Company, Inc.40,528$1.63M0.37%+4,01513F-HRTimeline
PRIVATE TRUST CO NA39,858$1.6M0.14%+3,15813F-HRTimeline
Mann Financial Group, Inc.39,750$1.6M1.5%-19613F-HRTimeline
ABSOLUTE CAPITAL MANAGEMENT, LLC39,308$1.58M0.52%+1,72913F-HRTimeline
Junk Investment Group, LLC39,152$1.57M0.83%13F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…39,000$1.57M0.65%+5,42713F-HRTimeline
Centerline Wealth Advisors, LLC38,729$1.56M0.56%-32,13413F-HRTimeline
Nautilus Advisors LLC38,724$1.56M1.07%+21313F-HRTimeline
MSH Capital Advisors LLC37,446$1.5M0.32%-1,21613F-HRTimeline
Owen LaRue, LLC36,875$1.48M0.57%-29,70213F-HRTimeline
PETTYJOHN, WOOD & WHITE, INC36,626$1.47M0.23%+62013F-HRTimeline
INTEGRITY ALLIANCE, LLC.36,314$1.46M0.06%-16,81213F-HRTimeline
Dynamic Advisor Solutions LLC36,297$1.46M0.05%-32213F-HRTimeline
Westside Investment Management, Inc.36,271$1.46M0.22%+8,42513F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC36,140$1.45M0.01%+5,49713F-HRTimelineGroup
Tempus Wealth Planning, LLC36,058$1.45M0.33%-34113F-HRTimeline
J HAGAN CAPITAL, INC.35,154$1.41M0.76%+3,30913F-HRTimeline
Platt Wealth Management LLC34,091$1.37M1.34%+12,22013F-HRTimeline
First Heartland Consultants, Inc.33,633$1.35M0.1%-1,52513F-HRTimeline
Pines Wealth Management, LLC33,227$1.34M0.43%-77613F-HRTimeline
TCFG Investment Advisors, LLCgroup of 2 filers holding32,984$1.33M+18,816Timeline
United Advisor Group, LLC32,872$1.32M0.16%+2513F-HRTimeline
Summit Global Investmentsin group Summit Global Investments32,335$1.3M0.08%+1,23113F-HRTimelineGroup
Northwest Financial Advisors31,958$1.28M2.48%+15,46913F-HRTimeline
CENTRAL TRUST Co31,743$1.28M0.03%-33,36413F-HRTimeline
Advyzon Investment Management, LLC31,705$1.27M0.11%+2,79513F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC31,354$1.26M0.1%+9,45213F-HRTimeline
NavPoint Financial, Inc.31,195$1.25M0.51%+4,52513F-HRTimeline
LexAurum Advisors, LLC30,793$1.24M0.16%13F-HRTimeline
HRT FINANCIAL LP30,462$1.22M<0.01%new13F-HRTimeline
Birchwood Financial Partners, Inc.30,418$1.22M1.18%+3,14713F-HRTimeline
Capital Management Associates, Inc30,398$1.22M0.28%+2,52013F-HRTimeline
Peak Planning Group, LLC29,961$1.2M0.33%-7713F-HRTimeline
ASHTON THOMAS SECURITIES, LLC29,917$1.2M0.15%+55713F-HRTimeline
HUNTER ASSOCIATES INVESTMENT MANAGEMENT…29,814$1.2M0.16%+5,87713F-HRTimeline
Rather & Kittrell, Inc.29,489$1.19M0.18%-2513F-HRTimeline
Professional Financial Advisors, LLC29,434$1.18M0.24%-22013F-HRTimeline
Sun Financial Inc25,331$1.18M0.59%+1,23313F-HRTimeline
WealthTrak Capital Management LLC29,082$1.17M0.83%-42713F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV28,963$1.16M0.06%+5,98513F-HRTimeline
M Holdings Securities, Inc.27,284$1.16M0.08%+4,28413F-HRTimeline
VICUS CAPITAL28,432$1.14M0.08%+7,02313F-HRTimeline
Security Financial Services, INC.28,427$1.14M0.18%+5,29413F-HRTimeline
CITIGROUP INCin group CITIGROUP INC28,232$1.13M<0.01%+10,80613F-HRTimelineGroup
Lodestone Wealth Management LLC27,567$1.11M0.44%+98213F-HR/ATimeline
SILVERLAKE WEALTH MANAGEMENT LLC27,520$1.11M0.23%+1,39613F-HRTimeline
FOURPATH CAPITAL MANAGEMENT, LLC27,384$1.1M0.16%+4,10613F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO27,105$1.09M0.02%-92413F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…26,727$1.09M0.08%+51213F-HRTimeline
NORDEN GROUP LLC26,942$1.08M0.1%013F-HRTimeline
KOM Wealth Management Group, LLC25,872$1.04M0.71%+1,46813F-HRTimeline
Greenline Wealth Management LLC25,482$1.02M1.18%+1,44913F-HRTimeline
Aspire Growth Partners LLC25,065$1.01M0.69%013F-HRTimeline
CGN Advisors LLC24,999$1M0.08%+67013F-HRTimeline
Melone Private Wealth, LLC24,900$1M0.41%+10,40013F-HRTimeline
Clearview Wealth Management LLC24,770$996K0.7%13F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp24,671$992K<0.01%+11,63413F-HRTimelineGroup
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC23,973$963K<0.01%+6,89413F-HRTimelineGroup
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP23,934$962K<0.01%-1,00213F-HRTimelineGroup
Lantern Wealth Advisors, LLC23,476$943K0.48%-5713F-HRTimeline
Ashton Thomas Private Wealth, LLC23,260$935K0.02%-1,75713F-HRTimeline
SUMMIT WEALTH GROUP LLC / CO23,181$932K0.1%+2,35713F-HRTimeline
VestGen Advisors, LLC20,004$919K0.03%-28,74613F-HRTimeline
Jefferies Financial Group Inc.in group Jefferies Financial Group Inc.22,152$890K0.01%+6,93313F-HRTimelineGroup
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC22,083$888K0.02%+8,10813F-HRTimelineGroup
Procyon Advisors, LLC22,032$885K0.04%+10,53613F-HRTimeline
Rehmann Capital Advisory Group21,683$871K0.05%+14913F-HRTimeline
WealthSpring Partners, LLC21,270$855K0.78%new13F-HRTimeline
Capital Planning LLC21,077$847K0.28%013F-HRTimeline
CIM, LLC20,875$839K0.12%+1,33913F-HRTimeline
180 WEALTH ADVISORS, LLC19,809$796K0.09%-90513F-HRTimeline
Regal Investment Advisors LLC19,368$778K0.04%+5,48913F-HRTimeline
Ausdal Financial Partners, Inc.18,970$762K0.03%+8,40413F-HRTimeline
Signature Wealth Management Group18,723$752K0.29%+2,37413F-HRTimeline
Brown Miller Wealth Management, LLC18,668$750K0.21%-83113F-HRTimeline
Hardworking Capital Advisors, LLC18,598$747K0.7%+65613F-HRTimeline
Belpointe Asset Management LLC18,376$739K0.03%+3,74513F-HRTimeline
Carnegie Lake Advisors LLC18,369$738K0.29%+45013F-HRTimeline
Clark Capital Management Group, Inc.17,849$717K<0.01%-3,95913F-HRTimeline
HARMONY ASSET MANAGEMENT LLC17,693$711K0.22%+46013F-HRTimeline
Mascagni Wealth Management, Inc.17,647$709K0.51%+32013F-HRTimeline
Tortuga Wealth Management, Inc17,576$706K0.66%+2,33513F-HRTimeline
KMG FIDUCIARY PARTNERS, LLC17,570$706K0.05%+68113F-HRTimeline