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CGGR CAPITAL GROUP GROWTH ETF

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SHS CREAT UNIT (fund)

434 managers (438 13F filers) reported a position in CGGR shares at 2024-12-31, 180,096,499 shares in all. 52 filers opened a position and 11 filers sold out during the quarter.

Managers
434
13F filers
438
New
52
Added
234
Reduced
72
Sold out
11
Shares held by filers
180,096,499

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
Colonial Trust Co / SCin group Colonial Trust Advisors2,390$89.5K0.01%new13F-HRTimelineGroup
Cape Investment Advisory, Inc.2,174$80.8K0.03%+60013F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC2,150$79.9K0.01%new13F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.1,950$73.7K<0.01%013F-HRTimelineGroup
First Horizon Advisors, Inc.1,864$69.3K<0.01%013F-HRTimeline
Parallel Advisors, LLC1,605$59.7K<0.01%+313F-HRTimeline
CLEAR INVESTMENT RESEARCH, LLC1,486$55.2K0.07%+313F-HRTimeline
Winch Advisory Services, LLC1,463$54.4K0.01%+213F-HRTimeline
Archer Investment Corp1,320$49.1K0.01%+1,07113F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC1,282$47.6K<0.01%013F-HRTimeline
GAMMA Investing LLC1,141$42.4K<0.01%013F-HRTimeline
Fairscale Capital, LLC1,134$42.2K0.04%013F-HRTimeline
Northwest Capital Management Inc1,133$42.1K0.02%013F-HRTimeline
Larson Financial Group LLC1,013$37.7K<0.01%new13F-HRTimeline
Moisand Fitzgerald Tamayo, LLC1,000$37.2K0.01%013F-HRTimeline
FMR LLCin group FMR LLC935$34.8K<0.01%+1813F-HRTimelineGroup
Capital A Wealth Management, LLC904$33.6K0.06%13F-HRTimeline
Whipplewood Advisors, LLC896$33.3K0.02%13F-HRTimeline
Trust Co885$32.9K<0.01%013F-HRTimeline
OAKWORTH CAPITAL, INC.875$32.5K<0.01%new13F-HRTimeline
Cassady Schiller Wealth Management, LLC715$26.6K0.01%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\682$25.4K<0.01%013F-HRTimelineGroup
QUADRANT CAPITAL GROUP LLC665$24.7K<0.01%new13F-HRTimeline
OARSMAN CAPITAL, INC.635$23.6K<0.01%+113F-HRTimeline
MCF Advisors LLC617$22.9K<0.01%+213F-HRTimeline
Indiana Trust & Investment Management Co602$22.4K0.01%013F-HRTimeline
McIlrath & Eck, LLC422$15.7K<0.01%013F-HRTimeline
Hilltop National Bank338$12.6K<0.01%013F-HRTimeline
IAG Wealth Partners, LLC211$7.84K<0.01%new13F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.134$4.97K<0.01%13F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC60$2.23K<0.01%new13F-HRTimeline
LANARK FINANCIAL, INC.53$1.99K0.18%-52,00113F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC43$1.6K<0.01%013F-HRTimeline
RE Dickinson Investment Advisors, LLC63$23<0.01%new13F-HR/ATimeline