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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
Cushing Capital Partners, LLC11,075$486K0.38%013F-HRTimeline
Dean, Jacobson Financial Services, LLC10,941$481K0.35%new13F-HRTimeline
High Falls Advisors, Inc10,879$478K0.1%013F-HRTimeline
Core Wealth Partners LLC10,806$475K0.22%+4,58613F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp10,651$468K<0.01%+42513F-HRTimelineGroup
Regal Investment Advisors LLC10,234$449K0.03%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV10,135$445K0.03%-1,58813F-HRTimeline
Betterment LLC10,109$444K<0.01%-53113F-HRTimeline
Savvy Advisors, Inc.10,102$444K0.02%new13F-HRTimeline
Beacon Pointe Advisors, LLC9,715$427K<0.01%new13F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC9,589$421K0.04%-113F-HRTimeline
Oxinas Partners, LLC9,556$420K0.22%-6,67613F-HRTimeline
COMMERCE BANKin group COMMERCE BANK9,475$416K<0.01%+88413F-HRTimelineGroup
Clark Capital Management Group, Inc.9,469$416K<0.01%013F-HRTimeline
ACORN FINANCIAL ADVISORY SERVICES INC /…9,458$415K0.06%-7813F-HRTimeline
Mayflower Financial Advisors, LLC8,960$394K0.05%013F-HRTimeline
WEALTHCARE CAPITAL MANAGEMENT LLC8,954$393K0.04%-43213F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC8,919$392K0.01%+2,15113F-HRTimelineGroup
Duncan Williams Asset Management, LLC8,614$378K0.11%+2,11813F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC8,396$369K0.22%+49013F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC8,165$359K<0.01%new13F-HRTimelineGroup
Ausdal Financial Partners, Inc.8,149$358K0.02%new13F-HRTimeline
CVFG LLC8,064$354K0.26%+33913F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC8,031$353K0.02%new13F-HRTimeline
Perigon Wealth Management, LLC7,758$341K0.01%+86113F-HRTimeline
James J. Burns & Company, LLC7,627$335K0.05%+1,49913F-HRTimeline
FLORIDA FINANCIAL ADVISORS, LLC7,353$323K0.1%new13F-HRTimeline
Premier Path Wealth Partners, LLC7,299$321K0.04%+9413F-HRTimeline
ARTHUR M. COHEN & ASSOCIATES, LLC7,258$319K0.05%013F-HRTimeline
Snowden Capital Advisors LLC7,011$308K0.01%new13F-HRTimeline
Jacobi Capital Management LLC6,728$295K0.02%+1,25813F-HRTimeline
Dana Investment Advisors, Inc.6,721$295K0.01%013F-HRTimeline
Pinnacle Bancorp, Inc.6,700$294K0.09%+70013F-HRTimeline
Triad Wealth Partners, LLC6,631$291K0.04%-20013F-HRTimeline
Intrua Financial, LLC6,610$290K0.03%+74913F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC6,585$289K0.02%new13F-HRTimeline
TrueWealth Advisors, LLC6,452$283K0.08%new13F-HRTimeline
McNamara Financial Services, Inc.6,354$279K0.05%-24613F-HRTimeline
Sequoia Financial Advisors, LLC6,323$278K<0.01%new13F-HRTimeline
Goldstone Financial Group, LLC6,184$272K0.03%013F-HRTimeline
Carson Advisory Inc.6,158$270K0.15%+3113F-HRTimeline
CRA Financial Services, LLC6,155$270K0.04%013F-HRTimeline
Castle Rock Wealth Management, LLC6,059$268K0.06%+44213F-HRTimeline
FinDec Wealth Services, Inc.6,058$266K0.28%-1,49013F-HRTimeline
Herold Advisors, Inc.6,034$265K0.06%-2,99913F-HRTimeline
AE Wealth Management LLC5,993$263K<0.01%new13F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\5,907$259K<0.01%+4,59013F-HRTimelineGroup
Crown Wealth Group, LLC5,658$248K0.07%013F-HRTimeline
Cornell Pochily Investment Advisors, In…5,634$247K0.07%new13F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.5,606$246K0.01%new13F-HRTimelineGroup
GUIDANCE CAPITAL, INC5,462$245K0.06%new13F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP5,527$243K<0.01%+34913F-HRTimelineGroup
Root Financial Partners, LLC5,500$242K0.01%new13F-HRTimeline
Medallion Wealth Advisors, LLC5,416$238K0.08%+57213F-HRTimeline
Advyzon Investment Management, LLC5,231$230K0.04%013F-HRTimeline
SAPIENT CAPITAL LLC5,169$227K<0.01%+4413F-HRTimeline
High Net Worth Advisory Group LLC5,091$224K0.05%new13F-HRTimeline
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…5,000$220K0.01%013F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC4,935$217K<0.01%013F-HRTimelineGroup
CoreCap Advisors, LLC4,839$213K0.01%+96213F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources4,795$211K<0.01%new13F-HRTimelineGroup
QRG CAPITAL MANAGEMENT, INC.4,748$209K<0.01%new13F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd4,728$208K0.01%new13F-HRTimelineGroup
WORLD EQUITY GROUP, INC.4,663$205K0.05%new13F-HRTimeline
Aspen Capital Management, LLC4,578$201K0.05%new13F-HRTimeline
4WEALTH ADVISORS, INC.4,555$200K0.18%new13F-HRTimeline
Vermillion & White Wealth Management Gr…4,096$180K0.1%+313F-HRTimeline
CITIGROUP INCin group CITIGROUP INC4,047$178K<0.01%+2,73913F-HRTimelineGroup
Marshall & Sterling Wealth Advisors Inc.3,691$162K0.1%+95013F-HRTimeline
Clearstead Advisors, LLC3,666$161K<0.01%+40013F-HRTimeline
CHILTON CAPITAL MANAGEMENT LLC3,142$138K<0.01%+4513F-HRTimeline
Operose Advisors LLC3,100$136K0.03%013F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…2,793$123K0.24%-76,07213F-HRTimeline
MATHER GROUP, LLC.2,761$121K<0.01%new13F-HRTimeline
Plante Moran Financial Advisors, LLC2,705$119K0.01%-36813F-HRTimeline
LANARK FINANCIAL, INC.2,372$104K0.01%-55,27313F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.2,227$97.8K<0.01%+77713F-HRTimelineGroup
WFA of San Diego, LLC2,000$87.8K0.06%013F-HRTimeline
Archer Investment Corp1,715$75.3K0.02%+39513F-HRTimeline
Parallel Advisors, LLC1,605$70.5K<0.01%-113F-HRTimeline
CX Institutional1,589$70K<0.01%013F-HRTimeline
CLEAR INVESTMENT RESEARCH, LLC1,504$66.1K0.09%013F-HRTimeline
Winch Advisory Services, LLC1,459$64.1K0.01%-413F-HRTimeline
Provenance Wealth Advisors, LLC1,366$60K0.01%new13F-HRTimeline
TRUST CO OF VERMONT1,266$55.6K<0.01%013F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC1,235$54.6K<0.01%013F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…1,203$52.8K<0.01%new13F-HRTimelineGroup
ARMSTRONG ADVISORY GROUP, INC1,179$51.8K<0.01%new13F-HRTimeline
Banco de Sabadell, S.A1,162$51K0.03%013F-HRTimeline
Larson Financial Group LLC1,151$50.6K<0.01%013F-HRTimeline
GAMMA Investing LLC1,141$50.1K<0.01%013F-HRTimeline
Fairscale Capital, LLC1,134$49.8K0.03%013F-HRTimeline
Whipplewood Advisors, LLC1,065$46.8K0.03%+26113F-HRTimeline
Moisand Fitzgerald Tamayo, LLC1,000$43.9K0.01%013F-HRTimeline
FMR LLCin group FMR LLC915$40.2K<0.01%013F-HRTimelineGroup
Rossby Financial, LCC904$39.9K0.01%013F-HRTimeline
Trust Co885$38.9K<0.01%013F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…878$38.6K0.02%+86413F-HRTimelineGroup
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…683$30K<0.01%+50613F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…663$29.1K<0.01%new13F-HRTimelineGroup
MCF Advisors LLC634$27.8K<0.01%+6113F-HRTimeline
Indiana Trust & Investment Management Co602$26.4K0.01%013F-HRTimeline
New Millennium Group LLC570$25K0.01%+57013F-HRTimeline
HAZLETT, BURT & WATSON, INC.562$25K0.01%+50013F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp568$24.9K<0.01%new13F-HRTimelineGroup
MARK SHEPTOFF FINANCIAL PLANNING, LLC564$24.8K0.01%013F-HRTimeline
BOKF, NAin group BOKF, NA455$20K<0.01%new13F-HRTimelineGroup
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…425$18.7K<0.01%new13F-HRTimelineGroup
McIlrath & Eck, LLC420$18.4K<0.01%013F-HRTimeline
Hilltop National Bank338$14.8K<0.01%013F-HRTimeline
Scarborough Advisors, LLC300$13.2K<0.01%013F-HRTimeline
IAG Wealth Partners, LLC257$11.3K<0.01%013F-HRTimeline
Wealthspire Advisors, LLC228$10K<0.01%new13F-HRTimeline
1620 INVESTMENT ADVISORS, INC.184$8.08K0.01%-1713F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC133$5.84K<0.01%-22,52213F-HRTimeline
Millstone Evans Group, LLC105$4.61K<0.01%013F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.66$3K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Central Pacific Bank - Trust Division54$2.37K<0.01%new13F-HRTimeline
Golden State Wealth Management, LLC17$747<0.01%new13F-HRTimeline