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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
LPL Financial LLC22,834,860$782M0.3%+6,059,53413F-HRTimeline
Capital Group Private Client Services, …in group CAPITAL GROUP INVESTMENT MANA…21,827,172$748M7.3%+1,731,52013F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC11,677,554$400M0.57%+1,415,79813F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/11,405,413$391M0.03%+1,045,45713F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY9,540,493$327M0.02%+2,185,29713F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…9,074,492$311M0.25%+1,166,45113F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding8,342,471$286M+1,210,905Timeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN7,836,553$268M0.06%+1,072,85413F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC7,777,757$266M0.1%+839,67713F-HRTimelineGroup
Cetera Investment Advisers4,949,248$170M0.33%+674,95113F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.4,176,654$143M0.32%+932,68213F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 3 filers holding3,924,947$134M+849,539Timeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA3,673,424$126M0.03%+556,21413F-HR/ATimelineGroup
UBS Group AGin group UBS Group AG3,600,190$123M0.03%+252,57213F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP3,322,912$114M0.1%+1,097,27213F-HR/ATimelineGroup
MML INVESTORS SERVICES, LLC2,800,681$95.9M0.32%+329,32513F-HRTimeline
Cambridge Investment Research Advisors,…2,747,942$94.1M0.32%+239,05013F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…2,595,192$88.9M2.34%-92,44813F-HRTimelineGroup
Financial Security Advisor, Inc.2,049,121$70.2M17.8%+21,18113F-HRTimeline
WNY Asset Management, LLC2,045,331$70.1M8.33%+431,49113F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…2,007,955$68.8M0.13%+83,79813F-HRTimeline
CWM, LLCin group CWM, LLC1,619,028$55.5M0.22%+844,63113F-HRTimelineGroup
Private Advisor Group, LLC1,497,116$51.3M0.31%+416,89913F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP1,483,907$50.8M0.05%+323,49813F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.1,470,200$50.4M0.1%+21,61713F-HRTimelineGroup
New England Capital Financial Advisors …1,421,750$48.7M24.77%+29,19513F-HRTimeline
NewEdge Advisors, LLC1,368,922$46.9M0.28%+110,83313F-HRTimeline
Geneos Wealth Management Inc.1,295,413$44.9M0.66%+698,99513F-HRTimeline
Johnson Bixby & Associates, LLC1,300,674$44.5M6.66%+471,22813F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO1,036,382$35.5M<0.01%+515,84913F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS1,036,170$35.5M0.09%+138,16813F-HRTimeline
&PARTNERS1,020,422$35M0.37%+493,37113F-HRTimeline
Prospera Financial Services Inc989,668$33.9M0.78%+207,17513F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO973,078$33.3M0.04%+86,79913F-HR/ATimelineGroup
JSF Financial, LLC938,778$32.2M8.48%+912,60013F-HRTimeline
Janney Montgomery Scott LLC920,237$31.5M0.09%+41,52413F-HRTimeline
ADAMSBROWN WEALTH CONSULTANTS LLC917,387$31.4M9.87%+87,39013F-HRTimeline
Confluence Wealth Services, Inc.915,092$30.5M1.92%+55,90213F-HRTimeline
Wealthcare Advisory Partners LLCgroup of 2 filers holding887,533$30.4M-20,951Timeline
Advance Capital Management, Inc.794,795$27.2M1.3%+410,73613F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…783,548$26.8M1.21%-20,01513F-HRTimeline
Summit Investment Advisory Services, LLC772,161$26.4M12.96%-33,09813F-HRTimeline
Atria Wealth Solutions, Inc.765,355$26.2M0.32%+128,80213F-HRTimeline
BARNES PETTEY FINANCIAL ADVISORS, LLC728,181$24.9M19.41%-5,69713F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding718,505$24.6M+52,682Timeline
SOL Capital Management CO658,785$22.6M2.49%+196,43113F-HRTimeline
Haverford Trust Co655,737$22.5M0.23%+70,37913F-HRTimeline
Alpha Financial Advisors, LLC616,869$21.1M9.39%+67,20213F-HRTimeline
Sanctuary Advisors, LLC613,466$21M0.15%-186,19113F-HRTimeline
Ergawealth Advisors, Inc.608,694$20.8M10.33%+8,27313F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP586,991$20.1M0.03%+30,04613F-HRTimelineGroup
ECLECTIC ASSOCIATES INC /ADV583,218$20M5.35%+107,44913F-HRTimeline
Valmark Advisers, Inc.500,718$17.1M0.26%+99,16613F-HRTimeline
Greenbush Financial Group, LLC498,474$17.1M8.49%+35,00313F-HRTimeline
D.A. DAVIDSON & CO.488,568$16.7M0.13%+138,17613F-HRTimeline
AdvisorNet Financial, Inc475,568$16.3M1.21%+210,43413F-HRTimeline
HARBOUR INVESTMENTS, INC.473,736$16.2M0.46%+84,54813F-HRTimeline
Financial Council, LLC427,727$14.6M7.9%+4,50913F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.423,803$14.5M0.09%+25,86213F-HRTimeline
MISSION WEALTH MANAGEMENT, LP413,133$14.1M0.36%new13F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC406,847$13.9M0.52%-6,02413F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…386,176$13.8M0.56%-4,53813F-HRTimelineGroup
Main Line Retirement Advisors, LLC392,406$13.4M8.73%+10,39613F-HRTimeline
Challenger Wealth Management390,123$13.4M10.59%+183,76513F-HRTimeline
IFP Advisors, Inc382,358$13.1M0.4%+377,91013F-HRTimeline
OLD MISSION CAPITAL LLC366,909$12.6M0.24%new13F-HRTimeline
PFG Advisors365,745$12.5M0.7%+4,47213F-HRTimeline
Gutierrez Wealth Advisory, LLC357,730$12.3M9.95%+11,25713F-HRTimeline
Mariner, LLCin group Mariner, LLC354,922$12.2M0.02%+119,15213F-HRTimelineGroup
DAVENPORT & Co LLC352,673$12.1M0.07%+45,10513F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC342,194$11.7M0.16%+47,37213F-HRTimelineGroup
Souders Financial Advisors331,274$11.3M1.58%+62,24113F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC319,824$11M<0.01%+203,15113F-HR/ATimelineGroup
LongView Wealth Management313,451$10.7M3.22%+14,99613F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC310,863$10.6M0.46%+84,56313F-HR/ATimeline
Steward Partners Investment Advisory, L…308,381$10.6M0.09%+30,92713F-HRTimeline
Bedel Financial Consulting, Inc.282,203$10M1.44%+2,31513F-HRTimeline
Strategic Blueprint, LLC287,468$9.85M0.54%+193,15313F-HRTimeline
Sovran Advisors, LLC301,671$9.8M1.27%+96,72013F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…285,179$9.77M0.24%+166,32913F-HRTimelineGroup
Hartmann Taylor Wealth Management, LLC281,622$9.65M8.65%13F-HRTimeline
ACAS, LLC272,043$9.58M7.29%+26,06413F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…276,914$9.48M0.3%-44,24013F-HRTimelineGroup
Strategic Family Wealth Counselors, L.L…275,037$9.42M3.06%+5,31813F-HRTimeline
Centerline Wealth Advisors, LLC273,851$9.38M5.59%-20,41013F-HRTimeline
WealthCare Investment Partners, LLC290,497$9.2M3.9%+259,97613F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC262,689$9M4.91%+33,97313F-HRTimeline
HighTower Advisors, LLC260,404$8.92M0.01%-10,67813F-HRTimeline
Armor Investment Advisors, LLC258,822$8.86M3.67%+12613F-HRTimeline
Per Stirling Capital Management, LLC.257,263$8.81M1.27%-2,31513F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC251,031$8.6M0.23%+57,50613F-HRTimeline
Ballew Advisors, Inc258,373$8.53M5.72%+15,54513F-HRTimeline
Investments & Financial Planning, LLC248,817$8.52M5.53%+8,10413F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…246,111$8.44M1.29%+4,12013F-HRTimeline
Investmark Advisory Group LLC240,053$8.22M4.06%+4,44513F-HRTimeline
SMITH, MOORE & CO.239,827$8.21M0.76%+19,35113F-HRTimeline
Midwest Heritage Bank, FSB236,746$8.11M3.34%+40,69313F-HRTimeline
CLG LLC229,879$7.87M2.73%+12,22213F-HRTimeline
Obsidian Personal Planning Solutions LLC220,613$7.69M3.43%+9,84213F-HRTimeline
VestGen Advisors, LLC219,669$7.52M0.34%13F-HRTimeline
Advisory Services Network, LLC216,420$7.41M0.14%-296,47613F-HRTimeline
Weil Company, Inc.215,306$7.37M2.2%+75,98513F-HRTimeline
Royal Harbor Partners, LLC215,268$7.37M2.86%-206,72313F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC211,905$7.37M0.62%+84,80713F-HRTimeline
BLAIR WILLIAM & CO/IL214,801$7.36M0.02%+25,97913F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…207,756$7.12M0.39%+42,99813F-HRTimelineGroup
Colonial River Investments, LLC204,374$7M3.85%+95,56413F-HRTimeline
EQ WEALTH ADVISORS, LLC204,138$6.99M5.57%+48,06713F-HRTimeline
GENESIS PRIVATE WEALTH, LLC203,489$6.97M3.7%+10,06813F-HRTimeline
AA Financial Advisors, LLC196,634$6.73M1.64%+7,72713F-HRTimeline
BEACON FINANCIAL GROUP192,789$6.6M0.72%-9,46713F-HRTimeline
BetterWealth, LLC186,884$6.4M1.8%+16,53113F-HRTimeline
Mason Investment Advisory Services, Inc.185,963$6.37M0.38%+36,67513F-HRTimeline
Clearview Wealth Advisors LLC184,965$6.34M4.73%-13,49213F-HRTimeline
Burford Brothers, Inc.184,955$6.33M3.08%+5,44813F-HRTimeline
Farther Finance Advisors, LLC181,178$6.26M0.16%+99,70813F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.174,520$5.98M0.06%+100,74213F-HRTimelineGroup
Smith Thornton Advisors LLC174,260$5.97M3.71%+99,72513F-HRTimeline
Good Life Advisors, LLC169,279$5.8M0.41%-3,90713F-HRTimeline
Mutual Advisors, LLC166,203$5.77M0.17%+100,17413F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC165,452$5.67M0.3%+23,94813F-HRTimeline
Smartleaf Asset Management LLC161,611$5.54M0.53%+15,22713F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO157,987$5.41M0.1%-3,37113F-HRTimeline
LEGACY SOLUTIONS, LLC154,825$5.3M5.84%-84313F-HRTimeline
Merit Financial Group, LLC153,966$5.27M0.08%+35,24913F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC140,359$5.22M0.12%013F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC151,200$5.18M0.01%+10,61613F-HRTimelineGroup
Vawter Financial, Ltd.149,125$5.11M2.86%-15313F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC146,667$5.02M0.17%+15,09913F-HRTimeline
5T Wealth, LLC145,982$5M2.85%-1,22213F-HRTimeline
Swisher Financial Concepts, Inc.145,302$4.98M4.11%+137,42913F-HRTimeline
BlueChip Wealth Advisors LLC144,444$4.95M2.43%+4,46413F-HRTimeline
Investment Planning Advisors, Inc.144,357$4.94M2.01%new13F-HRTimeline
Bleakley Financial Group, LLC143,970$4.93M0.16%+17,50913F-HRTimeline
Vestmark Advisory Solutions, Inc.141,673$4.85M0.12%+11,44213F-HRTimeline
Aptus Capital Advisors, LLC141,262$4.84M0.05%+32,97713F-HRTimeline
Allworth Financial LP140,209$4.79M0.03%+11,98313F-HRTimeline
Kera Capital Partners, Inc.139,577$4.78M1.42%+15,09913F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …139,573$4.78M0.07%+19,97813F-HRTimelineGroup
COZAD ASSET MANAGEMENT INC138,895$4.76M0.48%+12,84013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC136,159$4.66M0.17%+107,12913F-HRTimelineGroup
Total Clarity Wealth Management, Inc.125,020$4.65M1.52%-89413F-HRTimeline
Western Wealth Management, LLC135,221$4.63M0.31%+46,68013F-HRTimeline
Koshinski Asset Management, Inc.134,600$4.61M0.39%+24,28513F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC134,163$4.6M0.12%+28,32813F-HRTimeline
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV132,888$4.55M1.75%+2,39113F-HRTimeline
Clear Creek Financial Management, LLC131,932$4.52M0.47%+16,72313F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management128,334$4.4M0.06%-16,38513F-HRTimelineGroup
Forge Financial Services LLC127,739$4.38M3.86%+22413F-HRTimeline
Cooper Financial Group127,407$4.36M0.57%+11,38413F-HRTimeline
Bridgewealth Advisory Group, LLC127,274$4.36M5.73%-49,20413F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC126,883$4.34M0.27%+44,08213F-HRTimeline
CENTAURUS FINANCIAL, INC.124,293$4.26M0.26%+67,33013F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC123,556$4.23M0.2%+1,65913F-HRTimelineGroup
MRWM Advisors, LLC123,364$4.23M2.94%+24,66013F-HRTimeline
RPg Family Wealth Advisory, LLC122,046$4.18M1.19%new13F-HRTimeline
Destiny Wealth Partners, LLC118,051$4.04M0.64%+5,50213F-HRTimeline
HBW ADVISORY SERVICES LLC117,158$4.01M0.57%+15,47113F-HRTimeline
CALTON & ASSOCIATES, INC.116,780$4M0.91%+11,56913F-HR/ATimeline
Atria Investments, Inc114,622$3.93M0.05%-5,25713F-HRTimeline
Olistico Wealth, LLC114,494$3.92M2.42%+8,52113F-HRTimeline
Delta Investment Management, LLC111,178$3.81M0.77%-28,35313F-HRTimeline
Kuhn & Co Investment Counsel110,091$3.77M3.18%+5,51913F-HRTimeline
Orion Porfolio Solutions, LLC109,556$3.75M0.04%+22,44513F-HRTimeline
Orion Portfolio Solutions, LLC109,556$3.75M0.04%+22,44513F-HR/ATimeline
Advisor Resource Council107,306$3.68M0.3%new13F-HRTimeline
CWS Financial Advisors, LLC105,825$3.62M1.14%+23,64613F-HRTimeline
MENORA MIVTACHIM HOLDINGS LTD.in group MENORA MIVTACHIM HOLDINGS LTD.105,026$3.6M0.02%new13F-HRTimelineGroup
Ridgeline Wealth Planning, LLC104,755$3.59M3.53%+1,53113F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…104,581$3.58M0.01%-6,87013F-HRTimelineGroup
MGO ONE SEVEN LLC102,790$3.52M0.14%-86,65413F-HRTimeline
IMG Wealth Management, Inc.102,062$3.5M3.14%+1,20713F-HRTimeline
Magnus Financial Group LLC101,334$3.47M0.34%+15,65413F-HRTimeline
tru Independence LLC100,843$3.45M1.07%new13F-HRTimeline
M.E. ALLISON & CO., INC.99,858$3.42M3.38%+16,51513F-HRTimeline
MAI Capital Management97,866$3.35M0.03%+6,16413F-HRTimeline
Aurdan Capital Management, LLC97,541$3.34M1.26%+61,13913F-HRTimeline
NWF Advisory Services Inc.96,589$3.31M0.46%+3,71713F-HRTimeline
World Investment Advisors93,946$3.22M0.08%+20,81813F-HRTimeline
J.W. COLE ADVISORS, INC.93,448$3.2M0.1%+78,44613F-HRTimeline
Lantz Financial LLC92,921$3.18M0.87%+4,50313F-HRTimeline
Dynamic Advisor Solutions LLC92,462$3.17M0.1%+5,11513F-HRTimeline
A&I FINANCIAL SERVICES, LLC92,436$3.17M2.14%+28,58113F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…92,226$3.16M0.07%+65,91813F-HRTimelineGroup
Entruity Wealth, LLC90,673$3.11M2.93%-3,63613F-HRTimeline
Wayfinding Financial, LLC89,162$3.05M1.34%+31,17013F-HRTimeline
KWB Wealth81,561$3.03M0.37%+55,41713F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC88,058$3.02M0.24%+7,08113F-HRTimeline
SIGNET FINANCIAL MANAGEMENT, LLC88,035$3.02M0.41%-29,73413F-HRTimeline
GTS SECURITIES LLC86,739$2.97M0.13%new13F-HRTimeline
EVERPAR ADVISORS LLC85,173$2.92M1.55%+14,77213F-HRTimeline
Perennial Investment Advisors, LLC84,796$2.9M0.33%+65,15713F-HRTimeline
Fearless Solutions, LLC dba Best Invest84,772$2.9M2.26%+6,95713F-HRTimeline
Beacon Financial Advisory LLC84,138$2.88M0.87%+22,13313F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…82,902$2.84M0.04%+63,76413F-HRTimelineGroup
Continuum Advisory, LLC81,875$2.8M0.36%+7,43313F-HRTimeline
Stonebridge Financial Group, LLC81,860$2.8M0.3%+52,05813F-HRTimeline
Qube Research & Technologies Ltd81,053$2.78M<0.01%+31,41713F-HRTimeline
LeClair Wealth Partners LLC80,383$2.75M1.98%-4,23313F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers80,105$2.74M0.01%+18,68813F-HRTimelineGroup