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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
DV Trading LLC17,508$704K0.06%+13,10813F-HRTimeline
Vise Technologies, Inc.15,796$702K0.01%013F-HRTimeline
UPTICK PARTNERS, LLC17,363$698K0.14%-1,65113F-HRTimeline
Balboa Wealth Partners16,922$680K0.11%+2,03813F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC16,854$677K0.05%+79113F-HRTimeline
Bison Wealth, LLC14,500$672K0.07%013F-HRTimeline
CHOREO, LLC16,673$670K0.01%+36113F-HRTimeline
Carlton Hofferkamp & Jenks Wealth Manag…14,879$666K0.22%+313F-HRTimeline
RIA Advisory Group LLC16,402$659K0.16%+1,38913F-HRTimeline
Clearwave Capital, LLC16,278$654K0.45%013F-HRTimeline
Blue Zone Wealth Advisors, LLC16,235$652K0.13%+2,41713F-HRTimeline
Advisory Alpha, LLC16,105$647K0.02%-213F-HRTimeline
FLORIDA FINANCIAL ADVISORS, LLC15,937$641K0.15%+7,66513F-HRTimeline
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …15,795$635K<0.01%-40113F-HRTimelineGroup
NORTHERN TRUST CORPin group NORTHERN TRUST CORP15,570$626K<0.01%+1,40813F-HRTimelineGroup
HUB Investment Partners, LLC15,440$621K0.02%+9,66713F-HRTimeline
Processus Wealth & Capital Management, …15,337$616K0.42%+1,47713F-HRTimeline
ORBA Wealth Advisors, L.L.C.15,230$612K0.73%013F-HRTimeline
CERTIOR FINANCIAL GROUP, LLC15,224$612K0.39%-3,16113F-HRTimeline
Keystone Financial Services, LLC15,113$607K0.41%-1,45913F-HRTimeline
Avantax Planning Partners, Inc.15,040$604K0.02%-913F-HRTimeline
ProCore Advisors, LLC15,016$603K0.93%+1,84813F-HRTimeline
RiverFront Investment Group, LLC15,009$603K0.01%013F-HRTimeline
WEALTHGARDEN F.S. LLC14,868$598K0.41%013F-HRTimeline
PCG Wealth Advisors, LLC14,713$591K0.15%-38,08413F-HRTimeline
WEATHERLY ASSET MANAGEMENT L. P.14,695$591K0.05%013F-HRTimeline
HFG Advisors, Inc.14,430$580K0.41%013F-HRTimeline
Octavia Wealth Advisors, LLC14,314$575K0.06%+30213F-HRTimeline
AE Wealth Management LLC13,855$557K<0.01%+6,06513F-HRTimeline
OpenArc Corporate Advisory, LLC13,741$552K0.01%-41813F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.13,689$550K0.03%+6,07513F-HRTimelineGroup
Pathstone Holdings, LLCin group Pathstone Holdings, LLC13,568$545K<0.01%-5,87513F-HRTimelineGroup
Glassy Mountain Advisors, Inc.13,120$527K0.16%+88513F-HRTimeline
PFG Investments, LLC13,010$523K0.02%-6,73413F-HRTimeline
Trilogy Capital Inc.12,990$522K0.02%-64813F-HRTimeline
BHK Investment Advisors, LLC12,930$520K0.17%+2,23513F-HRTimeline
Tudor Financial Inc.12,756$513K0.26%+7013F-HR/ATimeline
SARD WEALTH MANAGEMENT GROUP, LLC12,612$507K0.28%013F-HRTimeline
Mayflower Financial Advisors, LLC12,533$504K0.06%+3,57313F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV12,378$497K0.03%+3,41713F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC11,964$481K<0.01%+1,58913F-HRTimeline
WORLD EQUITY GROUP, INC.11,320$455K0.12%new13F-HRTimeline
Brookwood Investment Group LLC11,248$452K0.06%-1,63713F-HRTimeline
Cushing Capital Partners, LLC11,075$445K0.34%013F-HRTimeline
Betterment LLC10,910$438K<0.01%+58013F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC10,875$437K0.03%+1213F-HRTimeline
Patriot Financial Group Insurance Agenc…10,864$437K0.02%+5,79513F-HRTimeline
Strategic Wealth Investment Group, LLC10,840$436K0.06%new13F-HRTimeline
Leo H. Evart, Inc.10,838$436K0.37%13F-HR/ATimeline
GSG Advisors LLC10,832$435K0.11%+77013F-HRTimeline
CVFG LLC10,468$421K0.05%+1,87513F-HRTimeline
Perigon Wealth Management, LLC10,404$418K0.01%+1,09513F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV10,328$415K<0.01%-93813F-HRTimeline
HICKS CAPITAL MANAGEMENT LLC10,175$409K0.41%013F-HRTimeline
McNamara Financial Services, Inc.10,159$408K0.08%+2,61613F-HRTimeline
Adelphi Trust Co10,128$407K0.33%+1,50613F-HRTimeline
Advisor Resource Council9,825$395K0.16%+34513F-HRTimeline
Intrua Financial, LLC9,559$384K0.04%+1,60713F-HRTimeline
Core Wealth Partners LLC9,376$377K0.18%-1,99413F-HRTimeline
Trademark Financial Management, LLC9,178$369K0.18%+24213F-HRTimeline
Duncan Williams Asset Management, LLC9,151$368K0.1%-24113F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC9,011$362K0.19%-65,18013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/9,001$362K<0.01%-8,07313F-HRTimelineGroup
OneAscent Financial Services LLCin group OneAscent Financial Services …8,915$358K0.02%+1,25213F-HRTimelineGroup
Savvy Advisors, Inc.8,810$354K0.01%-2,46113F-HRTimeline
COMMERCE BANKin group COMMERCE BANK8,701$350K<0.01%-79513F-HRTimelineGroup
HAZLETT, BURT & WATSON, INC.8,513$344K0.11%+3,96613F-HRTimeline
Semus Wealth Partners LLC8,388$337K0.19%013F-HRTimeline
BURNEY CO/8,298$333K0.01%new13F-HRTimeline
James J. Burns & Company, LLC8,204$330K0.04%013F-HRTimeline
GUIDANCE CAPITAL, INC7,237$327K0.07%-1,98513F-HRTimeline
FMR LLCin group FMR LLC8,129$327K<0.01%+4,06413F-HRTimelineGroup
AAF Wealth Management, LLC8,033$323K0.13%013F-HRTimeline
CRA Financial Services, LLC7,970$320K0.04%+1,81513F-HRTimeline
Triad Wealth Partners, LLC7,853$316K0.03%-7113F-HRTimeline
Simplicity Wealth,LLC7,825$314K0.02%new13F-HRTimeline
Snowden Capital Advisors LLC7,759$312K0.01%+19913F-HRTimeline
WEALTHCARE CAPITAL MANAGEMENT LLC7,704$310K0.03%-36313F-HRTimeline
Medallion Wealth Advisors, LLC7,688$309K0.1%+74913F-HRTimeline
QUADRANT CAPITAL GROUP LLC7,666$308K0.01%-2,68413F-HR/ATimeline
Carson Advisory Inc.7,647$307K0.16%+1,47113F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC7,546$303K<0.01%new13F-HRTimelineGroup
AMERIFLEX GROUP, INC.7,429$299K0.15%+16513F-HRTimeline
B. Riley Wealth Advisors, Inc.7,685$298K0.02%new13F-HRTimeline
ARTHUR M. COHEN & ASSOCIATES, LLC7,258$295K0.05%013F-HRTimeline
Keating Financial Advisory Services, In…7,289$293K0.05%+2,83713F-HRTimeline
COFG Advisors, LLC7,134$287K0.07%+43813F-HRTimeline
Jacobi Capital Management LLC6,947$279K0.02%+21713F-HRTimeline
NORTHLAND SECURITIES, INC.6,932$279K0.27%-62913F-HRTimeline
U.S. Capital Wealth Advisors, LLC6,854$275K0.01%new13F-HRTimeline
Pinnacle Bancorp, Inc.6,825$274K0.08%+12513F-HRTimeline
Sequoia Financial Advisors, LLC6,777$272K<0.01%013F-HRTimeline
Whipplewood Advisors, LLC6,766$272K0.14%+1,28013F-HRTimeline
Dana Investment Advisors, Inc.6,721$270K0.01%013F-HRTimeline
Symphony Financial, Ltd. Co.6,704$269K0.04%new13F-HRTimeline
Warner Group LLC6,605$265K0.17%-139,87313F-HRTimeline
Herold Advisors, Inc.6,599$265K0.06%-1,35313F-HRTimeline
Prosperity Financial Group, Inc.in group Prosperity Financial Group, I…6,584$265K0.1%-25113F-HRTimelineGroup
SAPIENT CAPITAL LLC6,480$260K<0.01%013F-HR/ATimeline
WESPAC Advisors, LLC6,439$259K0.14%-1,30013F-HRTimeline
Goldstone Financial Group, LLC6,274$252K0.03%013F-HRTimeline
Castle Rock Wealth Management, LLC6,178$250K0.05%+413F-HRTimeline
Capital Asset Advisory Services LLC5,540$247K0.01%new13F-HRTimeline
Capital Investment Management, Inc.6,098$245K0.08%new13F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…6,037$243K0.02%+2,70913F-HRTimelineGroup
ACORN FINANCIAL ADVISORY SERVICES INC /…6,035$243K0.03%-2,00613F-HRTimeline
CLIFFORD SWAN INVESTMENT COUNSEL LLC6,023$242K0.01%new13F-HRTimeline
Root Financial Partners, LLC6,003$241K0.01%-2,44513F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC5,950$239K<0.01%new13F-HRTimeline
Rollins Financial Advisors, LLC5,938$239K0.04%013F-HRTimeline
FinDec Wealth Services, Inc.5,931$238K0.29%-413F-HRTimeline
TrueWealth Advisors, LLC5,872$236K0.06%-34013F-HRTimeline
Planned Solutions, Inc.5,856$235K0.08%+8613F-HRTimeline
HRC WEALTH MANAGEMENT, LLC5,809$233K0.11%new13F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\5,699$229K<0.01%-1,13013F-HRTimelineGroup
Crown Wealth Group, LLC5,658$227K0.07%013F-HRTimeline
Cornell Pochily Investment Advisors, In…5,636$226K0.07%013F-HRTimeline
CHILTON CAPITAL MANAGEMENT LLC5,581$224K0.01%+2,09113F-HRTimeline
SteelPeak Wealth, LLC5,500$221K0.01%-11,65013F-HRTimeline
Versant Capital Management, Inc5,343$215K0.02%new13F-HRTimeline
MAGNOLIA CAPITAL ADVISORS LLC5,330$214K0.04%new13F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.5,250$211K0.02%-70613F-HRTimelineGroup
Optimus Capital Advisors, LLC5,173$208K0.12%013F-HRTimeline
CoreCap Advisors, LLC5,103$205K0.01%+12813F-HRTimeline
High Net Worth Advisory Group LLC5,095$205K0.05%013F-HRTimeline
Lewis Asset Management, LLC5,055$203K0.08%new13F-HRTimeline
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…5,000$201K0.01%013F-HRTimeline
Richardson Capital Management LLC4,725$190K0.09%new13F-HRTimeline
Strategic Wealth Advisors LLC4,095$164K0.13%new13F-HRTimeline
Operose Advisors LLC3,279$132K0.03%+17913F-HRTimeline
Innovative Asset Advisors Group, LLC3,235$130K0.08%13F-HRTimeline
MATHER GROUP, LLC.2,761$111K<0.01%new13F-HRTimeline
Gleason Group, Inc.2,753$111K0.01%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…2,746$110K<0.01%-83213F-HRTimelineGroup
DHJJ Financial Advisors, Ltd.2,732$110K0.04%new13F-HRTimeline
Larson Financial Group LLC2,709$109K<0.01%+1,55813F-HRTimeline
Plante Moran Financial Advisors, LLC2,200$88.4K0.01%013F-HRTimeline
Lavaca Capital LLC2,200$88.4K0.02%new13F-HRTimeline
WFA of San Diego, LLC2,000$80.4K0.06%013F-HRTimeline
LANARK FINANCIAL, INC.1,772$71.2K0.01%013F-HRTimeline
Godfrey Financial Associates, Inc.1,745$70.1K0.06%013F-HRTimeline
Archer Investment Corp1,715$68.9K0.01%013F-HRTimeline
Parallel Advisors, LLC1,607$64.6K<0.01%013F-HR/ATimeline
Avion Wealth1,540$61K0.01%013F-HRTimeline
CLEAR INVESTMENT RESEARCH, LLC1,507$60.5K0.09%new13F-HRTimeline
MARK SHEPTOFF FINANCIAL PLANNING, LLC1,325$59.8K0.03%+26113F-HRTimeline
Rossby Financial, LCC1,454$59K0.01%+40613F-HRTimeline
Winch Advisory Services, LLC1,460$58.7K0.01%013F-HRTimeline
Strategic Wealth Partners, Ltd.1,453$58.4K<0.01%013F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC1,377$55.9K<0.01%+5713F-HRTimeline
Provenance Wealth Advisors, LLC1,366$54.9K0.01%013F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC1,179$47.4K<0.01%013F-HRTimeline
GAMMA Investing LLC1,141$45.9K<0.01%013F-HRTimeline
Fairscale Capital, LLC1,134$45.6K0.03%013F-HRTimeline
Banco de Sabadell, S.A1,162$45K0.03%013F-HRTimeline
Trust Co1,029$41.3K<0.01%-78413F-HRTimeline
Moisand Fitzgerald Tamayo, LLC1,000$40.2K<0.01%013F-HRTimeline
MOTCO960$38.6K<0.01%new13F-HRTimeline
VANGUARD ADVISERS INCin group VANGUARD GROUP INC848$34.1K<0.01%13F-HRTimelineGroup
Wellington Grp LLC760$30.5K0.01%+2513F-HRTimeline
Opal Wealth Advisors, LLC715$28.7K0.01%new13F-HRTimeline
CX Institutional701$28K<0.01%-88913F-HRTimeline
Triumph Capital Management660$26.5K0.01%013F-HRTimeline
Indiana Trust & Investment Management Co602$24.2K0.01%013F-HRTimeline
Abound Wealth Management532$21.4K<0.01%new13F-HRTimeline
Signature Equity Partners, LLC520$20.9K0.01%013F-HRTimeline
Private Wealth Asset Management, LLC500$20.1K<0.01%013F-HRTimeline
BOKF, NAin group BOKF, NA455$18.3K<0.01%013F-HRTimelineGroup
McIlrath & Eck, LLC420$16.9K<0.01%013F-HRTimeline
Miller Capital Partners, Inc.412$16.6K0.01%013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…387$15.6K<0.01%+35013F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP53,839$14.2K<0.01%-2,67713F-HRTimelineGroup
CVA Family Office, LLC323$13K<0.01%new13F-HRTimeline
Scarborough Advisors, LLC300$12.1K<0.01%013F-HRTimeline
IAG Wealth Partners, LLC257$10.3K<0.01%013F-HRTimeline
FINANCIAL CONSULATE, INC250$10K<0.01%+12613F-HRTimeline
Strategic Investment Solutions, Inc. /IL222$8.92K<0.01%013F-HRTimeline
MassMutual Private Wealth & Trust, FSB172$6.91K<0.01%new13F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…155$6.23K<0.01%-32313F-HRTimelineGroup
Hilton Head Capital Partners, LLC145$5.83K<0.01%013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC139$5.59K<0.01%new13F-HRTimelineGroup
Central Pacific Bank - Trust Division117$4.7K<0.01%013F-HRTimeline
ARVEST INVESTMENTS, INC.115$4.62K<0.01%013F-HRTimeline
Key Capital Management, INC113$4.54K<0.01%new13F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.113$4.52K<0.01%+1113F-HRTimeline
Financial Life Planners108$4.34K<0.01%new13F-HRTimeline
FIRST FINANCIAL CORP /IN/105$4.22K<0.01%013F-HRTimeline
Hilltop National Bank84$3.38K<0.01%-25413F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.85$3K<0.01%-15113F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Millstone Evans Group, LLC68$2.73K<0.01%-3713F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.35$1.41K<0.01%new13F-HRTimelineGroup
Golden State Wealth Management, LLC17$684<0.01%013F-HRTimeline