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Disclosery

CGGR CAPITAL GROUP GROWTH ETF

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SHS CREAT UNIT (fund)

446 managers (452 13F filers) reported a position in CGGR shares at 2025-03-31, 212,518,088 shares in all. 35 filers opened a position and 18 filers sold out during the quarter.

Managers
446
13F filers
452
New
35
Added
289
Reduced
83
Sold out
18
Shares held by filers
212,518,088

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
Carson Advisory Inc.6,016$206K0.14%new13F-HRTimeline
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…5,000$171K0.01%13F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC4,935$169K<0.01%013F-HRTimelineGroup
Medallion Wealth Advisors, LLC4,074$141K0.06%+38913F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC3,960$136K0.01%+1,81013F-HRTimeline
Vermillion & White Wealth Management Gr…3,921$134K0.1%new13F-HRTimeline
Clearstead Advisors, LLC3,266$112K<0.01%013F-HRTimeline
Pinnacle Bancorp, Inc.3,250$111K0.04%+25013F-HRTimeline
Plante Moran Financial Advisors, LLC3,073$105K0.01%013F-HRTimeline
MATHER GROUP, LLC.2,761$94.6K<0.01%013F-HRTimeline
CoreCap Advisors, LLC2,388$81.8K<0.01%-24813F-HRTimeline
Cape Investment Advisory, Inc.2,174$74.5K0.03%013F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.1,893$64.9K0.04%+1,75913F-HRTimeline
First Horizon Advisors, Inc.1,864$63.8K<0.01%013F-HRTimeline
Parallel Advisors, LLC1,606$55K<0.01%+113F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC1,597$54.7K0.04%new13F-HRTimeline
CHILTON CAPITAL MANAGEMENT LLC1,546$53K<0.01%new13F-HRTimeline
CLEAR INVESTMENT RESEARCH, LLC1,504$51.5K0.07%+1813F-HRTimeline
Winch Advisory Services, LLC1,463$50.1K0.01%013F-HRTimeline
CX Institutional1,389$48K<0.01%new13F-HRTimeline
Archer Investment Corp1,320$45.2K0.01%013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.1,450$44.3K<0.01%-50013F-HRTimelineGroup
WHITTIER TRUST CO OF NEVADA INC1,282$43.9K<0.01%013F-HRTimeline
GAMMA Investing LLC1,141$39.1K<0.01%013F-HR/ATimeline
Fairscale Capital, LLC1,134$38.8K0.04%013F-HRTimeline
Northwest Capital Management Inc1,133$38.8K0.02%013F-HRTimeline
Larson Financial Group LLC1,013$34.7K<0.01%013F-HRTimeline
Moisand Fitzgerald Tamayo, LLC1,000$34.2K<0.01%013F-HRTimeline
Rossby Financial, LCC904$31.4K0.01%new13F-HRTimeline
FMR LLCin group FMR LLC915$31.3K<0.01%-2013F-HRTimelineGroup
Whipplewood Advisors, LLC870$30.7K0.02%-2613F-HRTimeline
Trust Co885$30.3K<0.01%013F-HRTimeline
OAKWORTH CAPITAL, INC.875$30K<0.01%013F-HRTimeline
Capital A Wealth Management, LLC829$28.4K0.03%-7513F-HRTimeline
Indiana Trust & Investment Management Co602$20.6K0.01%013F-HRTimeline
IAG Wealth Partners, LLC596$20.4K<0.01%+38513F-HRTimeline
MCF Advisors LLC573$19.6K<0.01%-4413F-HRTimeline
MARK SHEPTOFF FINANCIAL PLANNING, LLC564$19.3K0.01%new13F-HRTimeline
McIlrath & Eck, LLC422$14.5K<0.01%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\414$14.2K<0.01%-26813F-HRTimelineGroup
COLDSTREAM CAPITAL MANAGEMENT INC329$11.3K<0.01%new13F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC60$2.23K<0.01%013F-HRTimeline
HAZLETT, BURT & WATSON, INC.62$2K<0.01%new13F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC43$1.47K<0.01%013F-HRTimeline
MassMutual Private Wealth & Trust, FSB1$34<0.01%new13F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0-46,65613F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.