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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
KMG FIDUCIARY PARTNERS, LLC16,889$751K0.05%+5813F-HRTimeline
Keystone Financial Services, LLC16,572$737K0.5%+33613F-HRTimeline
Northwest Financial Advisors16,489$733K1.51%-49713F-HRTimeline
CHOREO, LLC16,312$731K0.01%-51413F-HRTimeline
Signature Wealth Management Group16,349$727K0.3%013F-HRTimeline
Clearwave Capital, LLC16,278$724K0.53%13F-HRTimeline
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …16,196$720K0.01%13F-HR/ATimelineGroup
Advisory Alpha, LLC16,107$716K0.02%-17713F-HRTimeline
THREADGILL FINANCIAL, LLC16,084$715K0.29%new13F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC16,063$714K0.06%+8,03213F-HRTimeline
Vise Technologies, Inc.15,796$702K0.01%new13F-HRTimeline
Tortuga Wealth Management, Inc15,241$678K0.71%13F-HRTimeline
ORBA Wealth Advisors, L.L.C.15,230$677K0.59%013F-HRTimeline
Jefferies Financial Group Inc.in group Jefferies Financial Group Inc.15,219$677K0.01%new13F-HRTimelineGroup
Avantax Planning Partners, Inc.15,049$669K0.02%+713F-HRTimeline
WEALTHGARDEN F.S. LLC14,868$668K0.44%-12913F-HRTimeline
RIA Advisory Group LLC15,013$668K0.16%+92513F-HRTimeline
RiverFront Investment Group, LLC15,009$667K0.01%013F-HRTimeline
Balboa Wealth Partners14,884$662K0.11%+73013F-HRTimeline
Carlton Hofferkamp & Jenks Wealth Manag…14,876$662K0.22%+1113F-HRTimeline
SFG Wealth Management, LLC.14,831$660K0.26%new13F-HRTimeline
WEATHERLY ASSET MANAGEMENT L. P.14,695$653K0.05%013F-HRTimeline
Belpointe Asset Management LLC14,631$651K0.02%013F-HRTimeline
Melone Private Wealth, LLC14,500$645K0.27%013F-HRTimeline
HFG Advisors, Inc.14,430$642K0.46%013F-HRTimeline
TCFG WEALTH MANAGEMENT, LLCin group TCFG Investment Advisors, LLC14,168$630K0.25%+1,13613F-HRTimelineGroup
NORTHERN TRUST CORPin group NORTHERN TRUST CORP14,162$630K<0.01%+31513F-HRTimelineGroup
OpenArc Corporate Advisory, LLC14,159$630K0.01%13F-HRTimeline
Octavia Wealth Advisors, LLC14,012$623K0.06%-1,88913F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC13,975$621K0.02%+5,05613F-HRTimelineGroup
Regal Investment Advisors LLC13,879$617K0.04%+3,64513F-HRTimeline
Processus Wealth & Capital Management, …13,860$616K0.41%+2,10113F-HRTimeline
Blue Zone Wealth Advisors, LLC13,818$614K0.12%+1,54013F-HRTimeline
Trilogy Capital Inc.13,638$606K0.03%013F-HRTimeline
Bison Wealth, LLC14,500$588K0.07%+9313F-HRTimeline
ProCore Advisors, LLC13,168$586K0.6%13F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp13,037$580K<0.01%+2,38613F-HRTimelineGroup
Brookwood Investment Group LLC12,885$573K0.07%+7513F-HRTimeline
Tudor Financial Inc.12,686$564K0.29%+1,31813F-HRTimeline
SARD WEALTH MANAGEMENT GROUP, LLC12,612$561K0.31%+1213F-HRTimeline
High Falls Advisors, Inc12,440$553K0.11%+1,56113F-HRTimeline
Glassy Mountain Advisors, Inc.12,235$544K0.16%new13F-HRTimeline
Procyon Advisors, LLC11,496$511K0.03%new13F-HRTimeline
Core Wealth Partners LLC11,370$506K0.23%+56413F-HRTimeline
Savvy Advisors, Inc.11,271$501K0.02%+1,16913F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV11,266$501K<0.01%-5813F-HRTimeline
Faithward Advisors, LLC11,135$495K0.07%-1,39213F-HRTimeline
Cushing Capital Partners, LLC11,075$493K0.36%013F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC10,863$483K0.04%+1,27413F-HRTimeline
Arax Advisory Partners10,804$480K0.01%-6,38513F-HRTimeline
BHK Investment Advisors, LLC10,695$476K0.16%new13F-HRTimeline
Ausdal Financial Partners, Inc.10,566$470K0.02%+2,41713F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC10,375$461K<0.01%-2,47113F-HRTimeline
QUADRANT CAPITAL GROUP LLC10,350$460K0.01%new13F-HRTimeline
Betterment LLC10,330$459K<0.01%+22113F-HRTimeline
HICKS CAPITAL MANAGEMENT LLC10,175$452K0.46%new13F-HRTimeline
GSG Advisors LLC10,062$447K0.12%new13F-HRTimeline
COMMERCE BANKin group COMMERCE BANK9,496$422K<0.01%+2113F-HRTimelineGroup
Advisor Resource Council9,480$422K0.15%new13F-HRTimeline
Perigon Wealth Management, LLC9,309$414K0.01%+1,55113F-HRTimeline
GUIDANCE CAPITAL, INC9,222$413K0.1%+3,76013F-HRTimeline
Duncan Williams Asset Management, LLC9,392$404K0.1%+77813F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC9,000$400K<0.01%-12,40013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV8,961$398K0.03%-1,17413F-HRTimeline
Mayflower Financial Advisors, LLC8,960$398K0.05%013F-HRTimeline
Trademark Financial Management, LLC8,936$397K0.22%new13F-HRTimeline
Adelphi Trust Co8,622$383K0.31%13F-HRTimeline
CVFG LLC8,593$382K0.26%+52913F-HRTimeline
Root Financial Partners, LLC8,448$376K0.02%+2,94813F-HRTimeline
Semus Wealth Partners LLC8,388$373K0.2%new13F-HRTimeline
FLORIDA FINANCIAL ADVISORS, LLC8,272$368K0.1%+91913F-HRTimeline
James J. Burns & Company, LLC8,204$365K0.05%+57713F-HRTimeline
WEALTHCARE CAPITAL MANAGEMENT LLC8,067$359K0.04%-88713F-HRTimeline
ACORN FINANCIAL ADVISORY SERVICES INC /…8,041$358K0.05%-1,41713F-HRTimeline
AAF Wealth Management, LLC8,033$357K0.15%new13F-HRTimeline
Herold Advisors, Inc.7,952$354K0.08%+1,91813F-HRTimeline
Intrua Financial, LLC7,952$354K0.04%+1,34213F-HRTimeline
Triad Wealth Partners, LLC7,924$352K0.03%+1,29313F-HRTimeline
AE Wealth Management LLC7,790$346K<0.01%+1,79713F-HRTimeline
WESPAC Advisors, LLC7,739$344K0.19%-4,66513F-HRTimeline
OneAscent Financial Services LLCin group OneAscent Financial Services …7,663$341K0.03%-23,48513F-HRTimelineGroup
StoneX Group Inc.in group StoneX Group Inc.7,614$339K0.01%-10,69813F-HRTimelineGroup
NORTHLAND SECURITIES, INC.7,561$336K0.32%13F-HRTimeline
Snowden Capital Advisors LLC7,560$336K0.01%+54913F-HRTimeline
McNamara Financial Services, Inc.7,543$335K0.06%+1,18913F-HRTimeline
AMERIFLEX GROUP, INC.7,264$323K0.17%-8,15613F-HRTimeline
ARTHUR M. COHEN & ASSOCIATES, LLC7,258$323K0.05%013F-HRTimeline
Aspiring Ventures, LLC7,075$315K0.11%new13F-HRTimeline
Medallion Wealth Advisors, LLC6,939$309K0.1%+1,52313F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\6,829$304K<0.01%+92213F-HRTimelineGroup
Sequoia Financial Advisors, LLC6,777$301K<0.01%+45413F-HRTimeline
Jacobi Capital Management LLC6,730$299K0.02%+213F-HRTimeline
Dana Investment Advisors, Inc.6,721$299K0.01%013F-HRTimeline
Pinnacle Bancorp, Inc.6,700$298K0.09%013F-HRTimeline
COFG Advisors, LLC6,696$298K0.07%13F-HRTimeline
SAPIENT CAPITAL LLC6,480$290K<0.01%+1,31113F-HRTimeline
Goldstone Financial Group, LLC6,274$279K0.03%+9013F-HRTimeline
TrueWealth Advisors, LLC6,212$276K0.07%-24013F-HRTimeline
Carson Advisory Inc.6,176$275K0.14%+1813F-HRTimeline
CRA Financial Services, LLC6,155$274K0.04%013F-HRTimeline
Castle Rock Wealth Management, LLC6,174$267K0.06%+11513F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.5,956$265K0.02%+35013F-HRTimelineGroup
Rollins Financial Advisors, LLC5,938$264K0.04%new13F-HRTimeline
FinDec Wealth Services, Inc.5,935$264K0.28%-12313F-HRTimeline
HUB Investment Partners, LLC5,773$257K0.01%new13F-HRTimeline
Planned Solutions, Inc.5,770$257K0.08%new13F-HRTimeline
Crown Wealth Group, LLC5,658$252K0.07%013F-HRTimeline
Cornell Pochily Investment Advisors, In…5,636$251K0.07%+213F-HRTimeline
Moors & Cabot, Inc.5,626$250K0.01%new13F-HRTimeline
Whipplewood Advisors, LLC5,486$244K0.16%+4,42113F-HRTimeline
4WEALTH ADVISORS, INC.5,474$243K0.21%+91913F-HRTimeline
QRG CAPITAL MANAGEMENT, INC.5,470$243K<0.01%+72213F-HRTimeline
Optimus Capital Advisors, LLC5,173$230K0.13%13F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…5,149$229K<0.01%new13F-HRTimelineGroup
High Net Worth Advisory Group LLC5,095$227K0.05%+413F-HRTimeline
Patriot Financial Group Insurance Agenc…5,069$225K0.03%new13F-HRTimeline
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…5,000$222K0.01%013F-HRTimeline
CoreCap Advisors, LLC4,975$221K0.01%+13613F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources4,795$213K<0.01%013F-HRTimelineGroup
HAZLETT, BURT & WATSON, INC.4,547$204K0.07%+3,98513F-HRTimeline
PURSUIT WEALTH STRATEGIES, LLC4,579$204K0.29%13F-HRTimeline
Aspen Capital Management, LLC4,578$204K0.05%013F-HRTimeline
Pure Financial Advisors, LLC4,573$203K<0.01%new13F-HRTimeline
Forvis Mazars Wealth Advisors, LLC4,531$201K<0.01%new13F-HRTimeline
Empower Advisory Group, LLCin group Empower Annuity Insurance Co …4,523$201K<0.01%new13F-HRTimelineGroup
Keating Financial Advisory Services, In…4,452$198K0.03%13F-HRTimeline
Vermillion & White Wealth Management Gr…4,417$196K0.11%+32113F-HRTimeline
DV Trading LLC4,400$196K0.02%13F-HRTimeline
FMR LLCin group FMR LLC4,065$181K<0.01%+3,15013F-HRTimelineGroup
Blue Trust, Inc.3,660$163K<0.01%new13F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…3,578$159K<0.01%+2,91513F-HRTimelineGroup
CHILTON CAPITAL MANAGEMENT LLC3,490$155K0.01%+34813F-HRTimeline
Clearstead Advisors, LLC3,440$153K<0.01%-22613F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…3,328$148K0.01%+2,12513F-HRTimelineGroup
Operose Advisors LLC3,100$138K0.03%013F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC2,935$131K<0.01%-2,00013F-HRTimelineGroup
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.2,888$128K<0.01%+66113F-HRTimelineGroup
Gleason Group, Inc.2,753$122K0.01%new13F-HRTimeline
Cape Investment Advisory, Inc.2,584$115K0.04%new13F-HRTimeline
GPS Wealth Strategies Group, LLC2,565$114K0.1%-9,45513F-HRTimeline
Plante Moran Financial Advisors, LLC2,200$97.8K0.01%-50513F-HRTimeline
WFA of San Diego, LLC2,000$88.9K0.07%013F-HRTimeline
Trust Co1,813$80.6K0.01%+92813F-HRTimeline
LANARK FINANCIAL, INC.1,772$78.8K0.01%-60013F-HRTimeline
Godfrey Financial Associates, Inc.1,745$77.6K0.07%13F-HRTimeline
Archer Investment Corp1,715$76.3K0.02%013F-HRTimeline
Parallel Advisors, LLC1,607$71.5K<0.01%+213F-HRTimeline
CX Institutional1,590$71K<0.01%+113F-HRTimeline
Avion Wealth1,540$68K0.01%new13F-HRTimeline
Winch Advisory Services, LLC1,460$64.9K0.01%+113F-HRTimeline
Strategic Wealth Partners, Ltd.1,453$64.6K<0.01%new13F-HRTimeline
Provenance Wealth Advisors, LLC1,366$60.7K0.01%013F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC1,320$60K<0.01%+8513F-HRTimeline
TRUST CO OF VERMONT1,266$56.3K<0.01%013F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC1,179$52.4K<0.01%013F-HRTimeline
Banco de Sabadell, S.A1,162$52K0.03%013F-HRTimeline
Larson Financial Group LLC1,151$51.2K<0.01%013F-HRTimeline
GAMMA Investing LLC1,141$50.7K<0.01%013F-HRTimeline
Fairscale Capital, LLC1,134$50.4K0.03%013F-HRTimeline
MARK SHEPTOFF FINANCIAL PLANNING, LLC1,064$47.3K0.02%+50013F-HRTimeline
Rossby Financial, LCC1,048$46.6K0.01%+14413F-HRTimeline
Moisand Fitzgerald Tamayo, LLC1,000$44.5K0.01%013F-HRTimeline
Wellington Grp LLC735$32.7K0.01%13F-HR/ATimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…683$30.4K<0.01%013F-HRTimelineGroup
SageView Advisory Group, LLC669$29.8K<0.01%new13F-HRTimeline
Triumph Capital Management660$29.4K0.01%new13F-HRTimeline
MCF Advisors LLC629$28K<0.01%-513F-HRTimeline
Indiana Trust & Investment Management Co602$26.8K0.01%013F-HRTimeline
New Millennium Group LLC570$25.4K0.01%013F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp568$25.3K<0.01%013F-HRTimelineGroup
Signature Equity Partners, LLC520$23.1K0.01%13F-HRTimeline
Private Wealth Asset Management, LLC500$22.2K<0.01%new13F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…478$21.3K0.01%-40013F-HRTimelineGroup
BOKF, NAin group BOKF, NA455$20.2K<0.01%013F-HRTimelineGroup
McIlrath & Eck, LLC420$18.7K<0.01%013F-HRTimeline
Miller Capital Partners, Inc.412$18.3K0.01%13F-HRTimeline
Hilltop National Bank338$15K<0.01%013F-HRTimeline
Scarborough Advisors, LLC300$13.4K<0.01%013F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.300$13.3K<0.01%new13F-HRTimelineGroup
Kilter Group LLC275$12.2K0.01%new13F-HRTimeline
IAG Wealth Partners, LLC257$11.4K<0.01%013F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.236$10K<0.01%+17013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Strategic Investment Solutions, Inc. /IL222$9.87K<0.01%new13F-HRTimeline
Hilton Head Capital Partners, LLC145$6.45K<0.01%13F-HRTimeline
RHL GROUP, LLC138$6.14K<0.01%13F-HRTimeline
Kohmann Bosshard Financial Services, LLC126$5.6K<0.01%new13F-HRTimeline
FINANCIAL CONSULATE, INC124$5.51K<0.01%new13F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC121$5.38K<0.01%new13F-HRTimeline
Central Pacific Bank - Trust Division117$5.2K<0.01%+6313F-HRTimeline
ARVEST INVESTMENTS, INC.115$5.11K<0.01%new13F-HRTimeline
FIRST FINANCIAL CORP /IN/105$4.67K<0.01%new13F-HRTimeline
Millstone Evans Group, LLC105$4.67K<0.01%013F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.102$4.51K<0.01%-3,58913F-HRTimeline
IFC & Insurance Marketing, Inc.89$4K<0.01%13F-HRTimeline
Sound Income Strategies, LLC84$3.77K<0.01%new13F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC81$3.6K<0.01%-5213F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…37$1.65K<0.01%-38813F-HRTimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…33$1.47K<0.01%new13F-HRTimelineGroup
Golden State Wealth Management, LLC17$757<0.01%013F-HRTimeline