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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
LPL Financial LLC38,596,360$1.7B0.49%+8,552,66513F-HRTimeline
Capital Group Private Client Services, …in group CAPITAL GROUP INVESTMENT MANA…23,440,414$1.03B17.21%+1,178,52013F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY13,812,724$607M0.04%+1,945,30913F-HR/ATimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/12,800,968$562M0.04%+1,322,74413F-HR/ATimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC12,707,821$558M0.72%+271,97013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding12,132,388$533M+1,592,671Timeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…11,374,810$500M0.33%+967,11713F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC11,144,965$489M0.16%+2,680,05613F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN9,843,315$432M0.09%+1,602,56413F-HRTimelineGroup
Cetera Investment Advisers7,640,758$336M0.39%+1,443,95213F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP5,999,008$262M0.18%+1,407,88413F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.5,867,620$253M0.35%+947,89113F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA5,365,132$236M0.04%+914,39713F-HRTimelineGroup
UBS Group AGin group UBS Group AG4,952,682$218M0.04%+891,35413F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 3 filers holding4,278,786$188M+353,498Timeline
Cambridge Investment Research Advisors,…3,753,708$165M0.45%+515,76313F-HRTimeline
MML INVESTORS SERVICES, LLC3,338,111$147M0.39%+75,50413F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…2,703,045$119M2.53%-92,24113F-HRTimelineGroup
CWM, LLCin group CWM, LLC2,186,889$96M0.29%+404,25113F-HRTimelineGroup
Financial Security Advisor, Inc.2,139,082$93.9M19.98%+22,99013F-HRTimeline
WNY Asset Management, LLC2,105,722$92.5M8.91%+35,48513F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…2,062,976$91.1M0.14%+30,77413F-HRTimeline
Private Advisor Group, LLC1,923,568$84.5M0.42%+134,55113F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.1,807,397$79.4M0.13%+17,61513F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP1,787,315$78.5M0.07%+165,04413F-HRTimelineGroup
&PARTNERS1,522,223$66.9M0.43%+218,69613F-HRTimeline
Merit Financial Group, LLC1,510,100$66.3M0.61%+1,247,15813F-HR/ATimeline
New England Capital Financial Advisors …1,444,730$63.5M26.97%+2,15813F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO1,362,101$59.8M0.06%+199,09013F-HRTimelineGroup
Johnson Bixby & Associates, LLC1,345,920$59.1M7.58%+21,43413F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO1,384,925$57.5M<0.01%+400,10813F-HR/ATimelineGroup
NewEdge Advisors, LLC1,308,141$57.5M0.26%+87,82113F-HRTimeline
Geneos Wealth Management Inc.1,188,986$52.2M1.32%+417,11913F-HRTimeline
Prospera Financial Services Inc1,186,243$52.1M0.89%+111,92613F-HRTimeline
CAPTRUST FINANCIAL ADVISORS1,184,223$52M0.11%-25,49613F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…1,104,918$48.5M0.97%+10,97613F-HRTimelineGroup
Janney Montgomery Scott LLC1,048,462$46M0.11%-148,21613F-HRTimeline
ADAMSBROWN WEALTH CONSULTANTS LLC1,042,361$45.8M12.61%+12,99013F-HRTimeline
Confluence Wealth Services, Inc.1,013,280$44.5M2.19%+62,81413F-HRTimeline
Wealthcare Advisory Partners LLCgroup of 2 filers holding992,129$43.6M+27,770Timeline
JSF Financial, LLC882,565$38.8M8.6%-32,62913F-HRTimeline
Advance Capital Management, Inc.836,450$36.7M1.59%+79,20613F-HRTimeline
Global Retirement Partners, LLC827,476$36.3M0.81%-12,80813F-HRTimeline
Summit Investment Advisory Services, LLC826,198$36.3M14.45%+12,75713F-HR/ATimeline
D.A. DAVIDSON & CO.809,012$35.5M0.23%+62,00613F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP796,539$35M0.05%+272,11213F-HRTimelineGroup
BARNES PETTEY FINANCIAL ADVISORS, LLC786,838$34.6M18.94%+30,00713F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…767,749$33.7M1.16%-78,13413F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding759,531$33.4M+60,093Timeline
ECLECTIC ASSOCIATES INC /ADV689,169$30.3M5.56%+31,73813F-HRTimeline
SOL Capital Management CO678,317$29.8M2.67%+10,25213F-HRTimeline
Haverford Trust Co674,664$29.6M0.27%+3,10113F-HRTimeline
Ergawealth Advisors, Inc.668,167$29.3M13.67%+32,43813F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC609,684$26.8M0.52%+31,97213F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.606,189$26.6M0.2%+152,31513F-HRTimelineGroup
Tribridge Partners Financial LLC596,424$26.4M12.12%+82,80713F-HRTimeline
Valmark Advisers, Inc.577,629$25.4M0.33%+64,02513F-HRTimeline
HARBOUR INVESTMENTS, INC.565,952$24.9M0.56%+59,87813F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…565,299$24.8M0.43%+166,55913F-HRTimelineGroup
Per Stirling Capital Management, LLC.545,583$24M2.87%+106,26213F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC545,186$23.9M0.27%+136,00313F-HRTimelineGroup
Sanctuary Advisors, LLC542,578$23.8M0.14%+35,19413F-HR/ATimeline
Greenbush Financial Group, LLC517,488$22.7M8.72%+25,07413F-HRTimeline
AdvisorNet Financial, Inc502,814$22.1M1.25%+7,29813F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/484,400$21.3M0.02%-2,10013F-HRTimelineGroup
PFG Advisors455,404$20M0.82%+42,06413F-HRTimeline
HighTower Advisors, LLC453,474$19.9M0.02%+121,68013F-HRTimeline
DAVENPORT & Co LLC443,697$19.5M0.1%+63,41813F-HRTimeline
IFP Advisors, Inc439,652$19.3M0.5%+14,54213F-HR/ATimeline
Main Line Retirement Advisors, LLC439,373$19.3M9.9%+13,58613F-HRTimeline
Financial Council, LLC435,240$19.1M8.48%+2,63413F-HRTimeline
Challenger Wealth Management431,778$19M14.83%-1,95013F-HRTimeline
Strategic Blueprint, LLC430,383$18.9M0.83%+15,08913F-HRTimeline
Alpha Financial Advisors, LLC425,345$18.7M6.58%+7,06713F-HRTimeline
Kera Capital Partners, Inc.410,544$18M2.7%+231,10113F-HRTimeline
MISSION WEALTH MANAGEMENT, LP407,663$17.9M0.37%-5,22113F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC403,917$17.7M0.58%-7,17113F-HRTimeline
Mutual Advisors, LLC393,880$17.6M0.39%+161,47013F-HRTimeline
Hartmann Taylor Wealth Management, LLC378,800$16.6M11.95%+54,34813F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC367,501$16.1M0.03%+178,58913F-HRTimelineGroup
AXXCESS WEALTH MANAGEMENT, LLC365,785$16.1M0.34%+25,95913F-HRTimeline
Farther Finance Advisors, LLC354,189$15.6M0.24%-244,73213F-HRTimeline
Souders Financial Advisors348,402$15.3M1.82%-16,11613F-HRTimeline
IAM Advisory, LLC347,305$15.3M3.43%+1,47013F-HRTimeline
Ferguson Shapiro LLC341,482$15M4.86%-1,10113F-HRTimeline
Stonebridge Financial Group, LLC335,601$14.7M1.3%+253,62313F-HRTimeline
Gutierrez Wealth Advisory, LLC327,133$14.4M9.19%-20,02313F-HRTimeline
Mach-1 Financial Group, LLC322,727$14.2M2.26%new13F-HRTimeline
Integrity Advisory Solutions, LLC322,727$14.2M2.26%13F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC317,152$13.9M0.47%+13,09713F-HRTimeline
Steward Partners Investment Advisory, L…307,389$13.5M0.08%-84,36813F-HRTimeline
Qube Research & Technologies Ltd304,905$13.4M0.02%+294,67213F-HRTimeline
BRASS TAX WEALTH MANAGEMENT, INC302,039$13.3M2.21%new13F-HRTimeline
BEACON FINANCIAL GROUP300,583$13.2M1.3%+53,47513F-HRTimeline
Ballew Advisors, Inc292,389$12.8M7.15%+27,50713F-HRTimeline
Bedel Financial Consulting, Inc.287,390$12.6M1.61%+8,47813F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…286,587$12.6M0.16%+34,15113F-HRTimelineGroup
Capital Analysts, LLCin group Capital Analysts, LLC286,260$12.6M0.37%+54,80613F-HRTimelineGroup
BLAIR WILLIAM & CO/IL286,116$12.6M0.03%+30,10213F-HRTimeline
Advisory Services Network, LLC284,731$12.5M0.18%+7,72813F-HRTimeline
Midwest Heritage Bank, FSB283,374$12.4M4.41%+3,29213F-HRTimeline
Strategic Family Wealth Counselors, L.L…278,987$12.3M3.15%+3,13513F-HRTimeline
WealthCare Investment Partners, LLC276,853$12.2M3.97%+2,02313F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…273,870$12M0.79%+83,61013F-HRTimelineGroup
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…271,962$11.9M0.47%+24,06913F-HRTimelineGroup
Colonial River Investments, LLC266,160$11.7M4.31%+20,59813F-HRTimeline
Investments & Financial Planning, LLC265,510$11.7M6.3%+2,37613F-HRTimeline
Armor Investment Advisors, LLC264,708$11.6M3.68%+4,39513F-HRTimeline
SMITH, MOORE & CO.264,465$11.6M0.89%+25,68813F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…263,494$11.6M1.37%+5,51513F-HRTimeline
Sovran Advisors, LLC256,691$11.4M1.01%-22,05113F-HRTimeline
OLD MISSION CAPITAL LLC258,741$11.4M0.41%-1,26513F-HRTimeline
Mason Investment Advisory Services, Inc.256,963$11.3M0.56%+16,54313F-HRTimeline
CLG LLC254,326$11.2M3.04%-49,49813F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC246,365$10.8M0.74%+13,16813F-HRTimeline
VestGen Advisors, LLC244,704$10.7M0.36%+15,11413F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC244,326$10.7M0.01%-6,67113F-HRTimelineGroup
Obsidian Personal Planning Solutions LLC237,737$10.7M3.7%+10,95513F-HRTimeline
rebel Financial LLC0$10.6M4.63%-241,23213F-HRTimelineAmount filed as zero, left out of ratios.
LongView Wealth Management239,598$10.5M2.85%+23,08413F-HRTimeline
EQ WEALTH ADVISORS, LLC238,539$10.5M6.88%+3,09713F-HRTimeline
FLOW TRADERS U.S. LLC229,862$10.1M0.41%new13F-HRTimeline
Mariner, LLCin group Mariner, LLC228,749$10M0.01%-316,92513F-HRTimelineGroup
BELLEVUE ASSET MANAGEMENT, LLC225,780$9.92M4.56%-35,41913F-HRTimeline
Coign Capital Advisors LLC225,321$9.9M5.45%-3,26513F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC212,858$9.35M0.41%+9,74213F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC211,885$9.31M0.17%+129,58713F-HRTimelineGroup
GENESIS PRIVATE WEALTH, LLC211,182$9.28M3.9%+2,38313F-HRTimeline
MARSHALL WACE, LLPin group MARSHALL WACE, LLP211,035$9.27M0.01%new13F-HRTimelineGroup
Investmark Advisory Group LLC210,215$9.23M4%-6,17713F-HRTimeline
Clearview Wealth Advisors LLC208,911$9.18M5.87%+10,36113F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC207,119$9.1M0.56%+41,50913F-HRTimeline
AA Financial Advisors, LLC206,095$9.05M1.78%+5,94313F-HRTimeline
MARSHALL INVESTMENT MANAGEMENT, LLC203,241$8.93M4.72%new13F-HRTimeline
Aptus Capital Advisors, LLC202,620$8.9M0.08%+16,00913F-HRTimeline
BetterWealth, LLC201,332$8.84M2.11%+21413F-HRTimeline
Smartleaf Asset Management LLC200,218$8.79M0.54%+19,11313F-HRTimeline
Bridgewealth Advisory Group, LLC197,418$8.67M2.01%+15,00713F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC193,665$8.51M0.2%+31,59713F-HRTimeline
HBW ADVISORY SERVICES LLC193,633$8.5M0.96%+55,49013F-HRTimeline
Smith Thornton Advisors LLC193,183$8.48M4.45%+8,73113F-HRTimeline
Centerline Wealth Advisors, LLC192,564$8.46M3.68%-13,52913F-HRTimeline
MENORA MIVTACHIM HOLDINGS LTD.in group MENORA MIVTACHIM HOLDINGS LTD.187,745$8.25M0.04%+25,36513F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…185,978$8.17M0.02%+63,06913F-HRTimelineGroup
Burford Brothers, Inc.185,703$8.16M3.49%-11,60013F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management185,259$8.14M0.1%+37,77013F-HRTimelineGroup
Orion Porfolio Solutions, LLC183,121$8.04M0.06%+27,83613F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…182,827$8.03M0.21%-3,52213F-HRTimelineGroup
Swisher Financial Concepts, Inc.181,051$7.95M4.77%+13,34013F-HRTimeline
CENTAURUS FINANCIAL, INC.180,425$7.92M0.37%+12,05313F-HRTimeline
tru Independence LLC173,932$7.64M1.98%+11,93613F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …173,144$7.6M0.09%+8,42013F-HRTimelineGroup
NATIXIS ADVISORS, LLCin group Natixis Investment Managers171,425$7.53M0.01%+36,14413F-HRTimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC169,468$7.44M0.12%-7,20813F-HRTimelineGroup
COZAD ASSET MANAGEMENT INC169,183$7.43M0.59%+16,31513F-HRTimeline
MRWM Advisors, LLC161,696$7.1M4.04%+13,84513F-HRTimeline
Vawter Financial, Ltd.161,213$7.08M3.21%+155,45213F-HR/ATimeline
Charter Capital Management, LLC\DE161,116$7.08M3.82%+8,46513F-HRTimeline
Koshinski Asset Management, Inc.160,156$7.03M0.47%+15,46213F-HRTimeline
Clear Creek Financial Management, LLC159,260$6.99M0.61%+13,10013F-HRTimeline
LEGACY SOLUTIONS, LLC157,302$6.91M6.21%-72813F-HRTimeline
McCollum Christoferson Group LLC154,750$6.8M1.95%new13F-HRTimeline
WJ Wealth Management, LLC150,828$6.77M2.98%new13F-HR/ATimeline
Bleakley Financial Group, LLC153,918$6.76M0.16%+7,97113F-HRTimeline
KPP Advisory Services LLC152,461$6.7M0.99%new13F-HRTimeline
Aprio Wealth Management, LLC150,958$6.63M0.66%new13F-HRTimeline
M.E. ALLISON & CO., INC.150,408$6.61M4.6%+16,61513F-HRTimeline
5T Wealth, LLC149,868$6.58M2.87%+14,85013F-HRTimeline
BlueChip Wealth Advisors LLC148,811$6.54M2.79%+3,14913F-HRTimeline
Western Wealth Management, LLC147,762$6.49M0.34%+10,71013F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC147,070$6.46M0.42%+15,84213F-HRTimeline
Forge Financial Services LLC143,868$6.36M2.98%+7,61313F-HRTimeline
Allworth Financial LP143,735$6.31M0.03%+2,24613F-HRTimeline
KWB Wealth154,440$6.28M0.69%+36,40613F-HRTimeline
Warner Group LLC142,500$6.26M4.31%13F-HRTimeline
Continuum Advisory, LLC137,854$6.05M0.64%+23,23513F-HRTimeline
Total Clarity Wealth Management, Inc.134,989$5.93M1.58%+6,89913F-HRTimeline
Olistico Wealth, LLC133,459$5.86M3.1%+2,24013F-HRTimeline
Harpswell Capital Advisors, LLC132,100$5.8M5.53%13F-HRTimeline
World Investment Advisors129,757$5.7M0.12%+3,08113F-HRTimeline
IMG Wealth Management, Inc.128,590$5.65M3.82%+16,54313F-HRTimeline
FLYNN ZITO CAPITAL MANAGEMENT, LLC127,832$5.61M2.07%new13F-HRTimeline
Sigma Planning Corp125,882$5.53M0.16%+18,32013F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC124,672$5.48M0.22%-41213F-HRTimelineGroup
Cooper Financial Group124,019$5.45M0.6%-3,15113F-HRTimeline
MAI Capital Management123,925$5.44M0.03%+26,08513F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding123,529$5.43M+43,738Timeline
J.W. COLE ADVISORS, INC.123,315$5.42M0.1%+17,77013F-HRTimeline
Perennial Investment Advisors, LLC122,779$5.39M0.45%+12,14813F-HRTimeline
CWS Financial Advisors, LLC122,341$5.37M1.49%+3,29013F-HRTimeline
RPg Family Wealth Advisory, LLC121,601$5.34M1.17%+1,05313F-HRTimeline
EVERPAR ADVISORS LLC121,291$5.33M2.11%+15,11913F-HRTimeline
A&I FINANCIAL SERVICES, LLC119,570$5.28M2.58%+16,16213F-HRTimeline
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV119,868$5.26M1.87%-11,18413F-HRTimeline
Ridgeline Wealth Planning, LLC118,876$5.22M3.92%+2,88513F-HRTimeline
Beacon Financial Advisory LLC117,696$5.17M1.2%+9,74013F-HRTimeline
Atria Investments, Inc116,422$5.11M0.06%+17,66013F-HRTimeline
Founders Financial Alliance, LLC116,142$5.1M0.96%+109,53013F-HRTimeline
Magnus Financial Group LLC115,958$5.09M0.4%+2,28413F-HRTimeline
Kuhn & Co Investment Counsel115,152$5.06M4%-7,58813F-HRTimeline