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Disclosery

CGGR CAPITAL GROUP GROWTH ETF

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SHS CREAT UNIT (fund)

488 managers (494 13F filers) reported a position in CGGR shares at 2025-06-30, 244,081,379 shares in all. 57 filers opened a position and 24 filers sold out during the quarter.

Managers
488
13F filers
494
New
57
Added
289
Reduced
95
Sold out
24
Shares held by filers
244,081,379

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, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
LPL Financial LLC30,043,695$1.22B0.41%+7,208,83513F-HRTimeline
Capital Group Private Client Services, …in group CAPITAL GROUP INVESTMENT MANA…22,261,894$905M7.84%+434,72213F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC12,435,851$506M0.67%+758,29713F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY11,867,415$482M0.03%+2,326,92213F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/11,478,224$467M0.04%+72,81113F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding10,539,717$428M+2,197,246Timeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…10,407,693$423M0.31%+1,333,20113F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC8,464,909$344M0.12%+687,15213F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN8,240,751$335M0.07%+404,19813F-HRTimelineGroup
Cetera Investment Advisers6,196,806$252M0.43%+1,247,55813F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.4,919,729$200M0.36%+743,07513F-HR/ATimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP4,591,124$186M0.14%+1,268,21213F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA4,450,735$181M0.04%+777,31113F-HR/ATimelineGroup
UBS Group AGin group UBS Group AG4,061,328$165M0.03%+461,13813F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 3 filers holding3,925,288$160M+341Timeline
MML INVESTORS SERVICES, LLC3,262,607$133M0.38%+461,92613F-HRTimeline
Cambridge Investment Research Advisors,…3,237,945$132M0.4%+490,00313F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…2,795,286$114M2.62%+200,09413F-HRTimelineGroup
Financial Security Advisor, Inc.2,116,092$86M19.81%+66,97113F-HRTimeline
WNY Asset Management, LLC2,070,237$84.2M9.27%+24,90613F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…2,032,202$83M0.14%+24,24713F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.1,789,782$72.8M0.13%+319,58213F-HRTimelineGroup
Private Advisor Group, LLC1,789,017$72.7M0.39%+291,90113F-HRTimeline
CWM, LLCin group CWM, LLC1,782,638$72.5M0.26%+163,61013F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP1,622,271$65.9M0.06%+138,36413F-HRTimelineGroup
New England Capital Financial Advisors …1,442,572$58.6M26.84%+20,82213F-HRTimeline
Johnson Bixby & Associates, LLC1,324,486$53.8M7.39%+23,81213F-HRTimeline
&PARTNERS1,303,527$53M0.41%+283,10513F-HRTimeline
NewEdge Advisors, LLC1,220,320$49.6M0.26%-148,60213F-HRTimeline
CAPTRUST FINANCIAL ADVISORS1,209,719$49.2M0.11%+173,54913F-HRTimeline
Janney Montgomery Scott LLC1,196,678$48.6M0.13%+276,44113F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO1,163,011$47.3M0.05%+189,93313F-HRTimelineGroup
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…1,093,942$44.5M0.98%+1,001,71613F-HRTimelineGroup
Prospera Financial Services Inc1,074,317$43.7M0.81%+84,64913F-HRTimeline
ADAMSBROWN WEALTH CONSULTANTS LLC1,029,371$41.8M12.14%+111,98413F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO984,817$40M<0.01%-51,56513F-HRTimelineGroup
Wealthcare Advisory Partners LLCgroup of 2 filers holding964,359$39.2M+76,826Timeline
Confluence Wealth Services, Inc.950,466$38.6M2.11%+35,37413F-HRTimeline
JSF Financial, LLC915,194$37.2M8.84%-23,58413F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…845,883$34.4M1.33%+62,33513F-HRTimeline
Global Retirement Partners, LLC840,284$34.2M0.85%13F-HRTimeline
Summit Investment Advisory Services, LLC813,441$33.1M14.38%+41,28013F-HR/ATimeline
Geneos Wealth Management Inc.771,867$31.4M0.77%-523,54613F-HRTimeline
Advance Capital Management, Inc.757,244$30.8M1.4%-37,55113F-HRTimeline
BARNES PETTEY FINANCIAL ADVISORS, LLC756,831$30.8M20.56%+28,65013F-HRTimeline
D.A. DAVIDSON & CO.747,006$30.4M0.21%+258,43813F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding699,438$28.4M-19,067Timeline
Haverford Trust Co671,563$27.3M0.26%+15,82613F-HRTimeline
SOL Capital Management CO668,065$27.2M2.63%+9,28013F-HRTimeline
ECLECTIC ASSOCIATES INC /ADV657,431$26.7M5.81%+74,21313F-HRTimeline
Ergawealth Advisors, Inc.635,729$25.8M11.63%+27,03513F-HRTimeline
Farther Finance Advisors, LLC598,921$24.3M0.49%+417,74313F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.583,425$23.7M0.13%+159,62213F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC577,712$23.5M0.51%+443,54913F-HRTimeline
Atria Wealth Solutions, Inc.568,085$23.2M0.52%-197,27013F-HRTimeline
Mariner, LLCin group Mariner, LLC545,674$22.2M0.03%+190,75213F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP524,427$21.3M0.03%-62,56413F-HRTimelineGroup
Tribridge Partners Financial LLC513,617$20.9M12.25%13F-HRTimeline
Valmark Advisers, Inc.513,604$20.9M0.29%+12,88613F-HRTimeline
Sanctuary Advisors, LLC507,384$20.6M0.13%-106,08213F-HRTimeline
HARBOUR INVESTMENTS, INC.506,074$20.6M0.52%+32,33813F-HRTimeline
AdvisorNet Financial, Inc495,516$20.1M1.3%+19,94813F-HRTimeline
Greenbush Financial Group, LLC492,414$20M8.72%-6,06013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/486,500$19.8M0.02%new13F-HR/ATimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.453,874$18.4M0.15%+279,35413F-HRTimelineGroup
Per Stirling Capital Management, LLC.439,321$17.9M2.33%+182,05813F-HRTimeline
Challenger Wealth Management433,728$17.6M12.23%+43,60513F-HRTimeline
Financial Council, LLC432,606$17.6M8.48%+4,87913F-HRTimeline
Main Line Retirement Advisors, LLC425,787$17.3M9.86%+33,38113F-HRTimeline
IFP Advisors, Inc425,110$17.3M0.49%+42,75213F-HRTimeline
Alpha Financial Advisors, LLC418,278$17M6.57%-198,59113F-HRTimeline
Strategic Blueprint, LLC415,294$16.9M0.83%+127,82613F-HRTimeline
PFG Advisors413,340$16.8M0.78%+47,59513F-HRTimeline
MISSION WEALTH MANAGEMENT, LP412,884$16.8M0.37%-24913F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC411,088$16.7M0.59%+4,24113F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC409,183$16.6M0.21%+66,98913F-HRTimelineGroup
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…398,740$16.2M0.31%+113,56113F-HRTimelineGroup
Steward Partners Investment Advisory, L…391,757$15.9M0.12%+83,37613F-HRTimeline
DAVENPORT & Co LLC380,279$15.5M0.09%+27,60613F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP380,100$15.5M0.03%new13F-HRTimelineGroup
Souders Financial Advisors364,518$14.8M1.89%+33,24413F-HRTimeline
Gutierrez Wealth Advisory, LLC347,156$14.1M9.46%-10,57413F-HRTimeline
IAM Advisory, LLC345,835$14.1M3.37%+282,26413F-HRTimeline
Ferguson Shapiro LLC342,583$13.9M4.69%new13F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC339,826$13.8M0.33%+88,79513F-HRTimeline
HighTower Advisors, LLC331,794$13.5M0.02%+71,39013F-HRTimeline
Hartmann Taylor Wealth Management, LLC324,452$13.2M10.98%+42,83013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…313,311$12.7M0.02%+297,97113F-HRTimelineGroup
Vestmark Advisory Solutions, Inc.304,746$12.4M0.18%+163,07313F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC304,055$12.4M0.47%-6,80813F-HRTimeline
CLG LLC303,824$12.4M3.85%+73,94513F-HRTimeline
ACAS, LLC285,443$12.1M8.11%+13,40013F-HRTimeline
Advisory Services Network, LLC277,003$11.6M0.19%+60,58313F-HRTimeline
Midwest Heritage Bank, FSB280,082$11.4M4.28%+43,33613F-HRTimeline
Bedel Financial Consulting, Inc.278,912$11.3M1.55%-3,29113F-HRTimeline
Sovran Advisors, LLC278,742$11.3M1.18%-22,92913F-HRTimeline
WealthCare Investment Partners, LLC274,830$11.2M4.03%-15,66713F-HRTimeline
Strategic Family Wealth Counselors, L.L…275,852$11.2M3.19%+81513F-HRTimeline
Ballew Advisors, Inc264,882$10.8M6.42%+6,50913F-HRTimeline
Investments & Financial Planning, LLC263,134$10.7M6.16%+14,31713F-HRTimeline
Merit Financial Group, LLC262,942$10.7M0.12%+108,97613F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC261,199$10.6M5.17%-1,49013F-HRTimeline
Armor Investment Advisors, LLC260,313$10.6M3.99%+1,49113F-HRTimeline
OLD MISSION CAPITAL LLC260,006$10.6M0.28%-106,90313F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…257,979$10.5M1.45%+11,86813F-HRTimeline
BLAIR WILLIAM & CO/IL256,014$10.4M0.03%+41,21313F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…252,436$10.3M0.14%+169,53413F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC250,997$10.2M0.01%new13F-HRTimelineGroup
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…247,893$10.1M0.46%+40,13713F-HRTimelineGroup
Colonial River Investments, LLC245,562$10.1M4.33%+41,18813F-HRTimeline
BEACON FINANCIAL GROUP247,108$10M1.05%+54,31913F-HRTimeline
rebel Financial LLC241,232$9.81M4.47%13F-HRTimeline
Mason Investment Advisory Services, Inc.240,420$9.77M0.53%+54,45713F-HRTimeline
SMITH, MOORE & CO.238,777$9.71M0.81%-1,05013F-HRTimeline
Mutual Advisors, LLC232,410$9.69M0.24%+66,20713F-HRTimeline
EQ WEALTH ADVISORS, LLC235,442$9.57M6.52%+31,30413F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC233,197$9.48M0.72%+21,29213F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC231,454$9.41M0.31%+95,29513F-HRTimelineGroup
VestGen Advisors, LLC229,590$9.33M0.37%+9,92113F-HRTimeline
Coign Capital Advisors LLC228,586$9.29M6.29%new13F-HRTimeline
Obsidian Personal Planning Solutions LLC226,782$9.22M3.73%+6,16913F-HRTimeline
LongView Wealth Management216,514$8.8M2.66%-96,93713F-HRTimeline
Investmark Advisory Group LLC216,392$8.8M4.12%-23,66113F-HRTimeline
GENESIS PRIVATE WEALTH, LLC208,799$8.49M4%+5,31013F-HRTimeline
Centerline Wealth Advisors, LLC206,093$8.38M4.11%-67,75813F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC203,116$8.26M0.39%+37,66413F-HRTimeline
BetterWealth, LLC201,118$8.18M2.09%+14,23413F-HRTimeline
AA Financial Advisors, LLC200,152$8.14M1.75%+3,51813F-HRTimeline
Clearview Wealth Advisors LLC198,550$8.07M5.62%+13,58513F-HRTimeline
Burford Brothers, Inc.197,303$8.02M3.68%+12,34813F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…190,260$7.73M0.4%-195,91613F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC188,912$7.68M0.02%+37,71213F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC186,777$7.59M<0.01%-133,04713F-HRTimelineGroup
Aptus Capital Advisors, LLC186,611$7.59M0.07%+45,34913F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…186,349$7.58M0.21%-90,56513F-HRTimelineGroup
Smith Thornton Advisors LLC184,452$7.5M4.31%+10,19213F-HRTimeline
Bridgewealth Advisory Group, LLC182,411$7.41M1.88%+55,13713F-HRTimeline
Smartleaf Asset Management LLC181,105$7.33M0.65%+19,49413F-HRTimeline
Kera Capital Partners, Inc.179,443$7.29M1.44%+39,86613F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC176,676$7.18M0.13%+36,31713F-HRTimelineGroup
CENTAURUS FINANCIAL, INC.168,372$6.84M0.4%+44,07913F-HRTimeline
Swisher Financial Concepts, Inc.167,711$6.82M4.4%+22,40913F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC165,610$6.73M0.47%+38,72713F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …164,724$6.7M0.09%+25,15113F-HRTimelineGroup
MENORA MIVTACHIM HOLDINGS LTD.in group MENORA MIVTACHIM HOLDINGS LTD.162,380$6.6M0.04%+57,35413F-HRTimelineGroup
INDEPENDENT FINANCIAL GROUP, LLC162,068$6.59M0.18%+15,40113F-HRTimeline
tru Independence LLC161,996$6.59M1.9%+61,15313F-HRTimeline
LEGACY SOLUTIONS, LLC158,030$6.42M6.15%+3,20513F-HRTimeline
Orion Porfolio Solutions, LLC155,285$6.31M0.05%+45,72913F-HR/ATimeline
COZAD ASSET MANAGEMENT INC152,868$6.21M0.54%+13,97313F-HR/ATimeline
Charter Capital Management, LLC\DE152,651$6.21M3.64%13F-HRTimeline
MRWM Advisors, LLC147,851$6.01M3.76%+24,48713F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management147,489$6M0.08%+19,15513F-HRTimelineGroup
Clear Creek Financial Management, LLC146,160$5.94M0.57%+14,22813F-HRTimeline
Bleakley Financial Group, LLC145,947$5.93M0.15%+1,97713F-HRTimeline
BlueChip Wealth Advisors LLC145,662$5.92M2.64%+1,21813F-HRTimeline
Koshinski Asset Management, Inc.144,694$5.88M0.44%+10,09413F-HRTimeline
Allworth Financial LP141,489$5.75M0.03%+1,28013F-HRTimeline
Good Life Advisors, LLC138,993$5.65M0.35%-30,28613F-HRTimeline
HBW ADVISORY SERVICES LLC138,143$5.62M0.69%+20,98513F-HRTimeline
Western Wealth Management, LLC137,052$5.57M0.33%+1,83113F-HRTimeline
Forge Financial Services LLC136,255$5.57M4.18%+8,51613F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers135,281$5.5M0.01%+55,17613F-HRTimelineGroup
5T Wealth, LLC135,018$5.49M2.8%-10,96413F-HRTimeline
M.E. ALLISON & CO., INC.133,793$5.44M4.37%+33,93513F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC131,228$5.33M0.38%+43,17013F-HRTimeline
Olistico Wealth, LLC131,219$5.33M2.96%+16,72513F-HRTimeline
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV131,052$5.33M1.93%-1,83613F-HRTimeline
Total Clarity Wealth Management, Inc.128,090$5.21M1.49%+3,07013F-HRTimeline
Cooper Financial Group127,170$5.17M0.61%-23713F-HRTimeline
World Investment Advisors126,676$5.15M0.12%+32,73013F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC125,084$5.08M0.22%+1,52813F-HRTimelineGroup
Destiny Wealth Partners, LLC124,907$5.08M0.68%+6,85613F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…122,909$5M0.01%+18,32813F-HR/ATimelineGroup
Kuhn & Co Investment Counsel122,740$4.99M3.77%+12,64913F-HRTimeline
CALTON & ASSOCIATES, INC.120,977$4.92M0.85%+4,19713F-HRTimeline
RPg Family Wealth Advisory, LLC120,548$4.9M1.3%-1,49813F-HRTimeline
NWF Advisory Services Inc.119,935$4.88M0.58%+23,34613F-HRTimeline
CWS Financial Advisors, LLC119,051$4.84M1.41%+13,22613F-HRTimeline
Ridgeline Wealth Planning, LLC115,991$4.72M3.88%+11,23613F-HRTimeline
Continuum Advisory, LLC114,619$4.66M0.56%+32,74413F-HRTimeline
Magnus Financial Group LLC113,674$4.62M0.41%+12,34013F-HRTimeline
IMG Wealth Management, Inc.112,047$4.55M3.53%+9,98513F-HRTimeline
Delta Investment Management, LLC111,036$4.51M0.87%-14213F-HRTimeline
Perennial Investment Advisors, LLC110,631$4.5M0.44%+25,83513F-HRTimeline
Beacon Financial Advisory LLC107,956$4.39M1.13%+23,81813F-HRTimeline
Sigma Planning Corp107,562$4.37M0.13%+47,32313F-HRTimeline
EVERPAR ADVISORS LLC106,172$4.32M1.96%+20,99913F-HRTimeline
J.W. COLE ADVISORS, INC.105,545$4.29M0.09%+12,09713F-HRTimeline
A&I FINANCIAL SERVICES, LLC103,408$4.2M2.37%+10,97213F-HRTimeline
LEIGH BALDWIN & CO., LLC102,065$4.15M2.73%+29,57513F-HRTimeline
Entruity Wealth, LLC100,524$4.09M3.47%+9,85113F-HRTimeline
KWB Wealth118,034$4.04M0.49%+36,47313F-HRTimeline
RFG Advisory, LLC99,094$4.03M0.09%+43,94813F-HRTimeline
Atria Investments, Inc98,762$4.01M0.05%-15,86013F-HRTimeline
MAI Capital Management97,840$3.98M0.03%-2613F-HRTimeline
Nicholson Meyer Capital Management, Inc.97,670$3.97M3.36%+63,83113F-HRTimeline
Aurdan Capital Management, LLC96,701$3.93M1.34%-84013F-HRTimeline
Lantz Financial LLC95,277$3.87M0.97%+2,35613F-HRTimeline
Fearless Solutions, LLC dba Best Invest93,107$3.78M2.65%+8,33513F-HRTimeline