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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
LPL Financial LLC45,411,053$2.02B0.55%+6,814,69313F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY26,878,644$1.2B0.07%+13,065,92013F-HR/ATimelineGroup
Capital Group Private Client Services, …in group CAPITAL GROUP INVESTMENT MANA…24,026,194$1.07B17.01%+585,78013F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding13,379,550$595M+1,247,162Timeline
COMMONWEALTH EQUITY SERVICES, LLC13,193,475$587M0.78%+485,65413F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/12,873,150$572M0.04%+72,18213F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN12,423,660$552M0.11%+2,580,34513F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC12,416,934$552M0.17%+1,271,96913F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…12,136,612$540M0.34%+761,80213F-HR/ATimelineGroup
Cetera Investment Advisers8,207,815$365M0.4%+567,05713F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP7,527,486$335M0.2%+1,528,47813F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.6,857,066$305M0.45%+989,44613F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA6,476,059$288M0.05%+1,110,92713F-HRTimelineGroup
UBS Group AGgroup of 2 filers holding5,238,393$233M+285,711Timeline
Kestra Advisory Services, LLCgroup of 3 filers holding5,149,835$229M+871,049Timeline
Cambridge Investment Research Advisors,…4,363,808$194M0.51%+610,10013F-HRTimeline
MML INVESTORS SERVICES, LLC3,643,866$162M0.39%+305,75513F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…2,633,662$117M2.36%-69,38313F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP2,340,568$104M0.09%+553,25313F-HRTimelineGroup
CWM, LLCin group CWM, LLC2,255,337$100M0.27%+68,44813F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…2,123,336$96.5M0.13%+60,36013F-HRTimeline
&PARTNERS2,071,713$92.3M0.48%+549,49013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO2,153,080$89.4M0.01%+768,15513F-HRTimelineGroup
Financial Security Advisor, Inc.1,994,948$88.7M17.17%-144,13413F-HRTimeline
Private Advisor Group, LLC1,982,001$88.1M0.41%+58,43313F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.1,844,152$82M0.13%+36,75513F-HRTimelineGroup
Merit Financial Group, LLC1,802,258$80.1M0.64%+292,15813F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO1,593,398$70.9M0.07%+231,29713F-HRTimelineGroup
NewEdge Advisors, LLC1,459,912$64.9M0.24%+151,77113F-HRTimeline
New England Capital Financial Advisors …1,422,344$63.3M24.71%-22,38613F-HRTimeline
Johnson Bixby & Associates, LLC1,394,757$62M7.69%+48,83713F-HRTimeline
Prospera Financial Services Inc1,307,483$58.2M0.95%+121,24013F-HRTimeline
Aprio Wealth Management, LLC1,291,423$57.4M3.3%+1,140,46513F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…1,289,258$57.3M0.1%+1,103,28013F-HR/ATimelineGroup
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…1,243,134$55.3M0.63%+677,83513F-HRTimelineGroup
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…1,203,656$53.5M1.03%+98,73813F-HRTimelineGroup
Geneos Wealth Management Inc.1,201,039$53.4M1.31%+12,05313F-HRTimeline
CAPTRUST FINANCIAL ADVISORS1,190,095$52.9M0.1%+5,87213F-HRTimeline
Confluence Wealth Services, Inc.1,098,989$48.9M2.02%+85,70913F-HRTimeline
ADAMSBROWN WEALTH CONSULTANTS LLC1,039,294$46.2M12.87%-3,06713F-HRTimeline
Janney Montgomery Scott LLC1,021,342$45.4M0.1%-27,12013F-HRTimeline
Global Retirement Partners, LLC879,221$39.1M0.69%+51,74513F-HRTimeline
JSF Financial, LLC873,717$38.9M8.05%-8,84813F-HRTimeline
Valmark Advisers, Inc.873,172$38.8M0.48%+295,54313F-HRTimeline
Summit Investment Advisory Services, LLC859,208$38.2M14.42%+33,01013F-HRTimeline
Advance Capital Management, Inc.842,498$37.5M1.59%+6,04813F-HRTimeline
D.A. DAVIDSON & CO.839,196$37.3M0.23%+30,18413F-HRTimeline
BARNES PETTEY FINANCIAL ADVISORS, LLC808,580$36M17.78%+21,74213F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP807,029$35.9M0.05%+10,49013F-HRTimelineGroup
Gerber Kawasaki Wealth & Investment Man…776,868$34.5M1.21%+9,11913F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC748,621$33.3M0.37%+203,43513F-HRTimelineGroup
Haverford Trust Co728,429$32.4M0.29%+53,76513F-HRTimeline
Ergawealth Advisors, Inc.718,735$32M14.71%+50,56813F-HRTimeline
ECLECTIC ASSOCIATES INC /ADV706,853$31.4M4.9%+17,68413F-HRTimeline
Farther Finance Advisors, LLC702,065$31.2M0.34%+347,87613F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding698,347$31.1M-61,184Timeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.687,647$30.6M0.21%+81,45813F-HRTimelineGroup
Wealth Science Advisors LLC667,396$29.7M17.12%13F-HRTimeline
HARBOUR INVESTMENTS, INC.651,832$29M0.59%+85,88013F-HRTimeline
HighPoint Advisor Group LLC641,545$28.5M0.63%new13F-HRTimeline
Wealthcare Advisory Partners LLCgroup of 2 filers holding639,809$28.5M-352,320Timeline
SAGESPRING WEALTH PARTNERS, LLC638,044$28.4M0.52%+28,36013F-HRTimeline
SOL Capital Management CO635,354$28.3M2.54%-42,96313F-HRTimeline
Tribridge Partners Financial LLC632,479$28.1M11.8%+36,05513F-HRTimeline
IAM Advisory, LLC630,083$28M6.23%+282,77813F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC556,817$24.8M0.05%+189,31613F-HRTimelineGroup
Greenbush Financial Group, LLC556,683$24.8M8.42%+39,19513F-HRTimeline
Per Stirling Capital Management, LLC.539,673$24M2.69%-5,91013F-HRTimeline
Sanctuary Advisors, LLC527,223$23.4M0.13%-15,35513F-HRTimeline
AdvisorNet Financial, Inc517,700$23M1.23%+14,88613F-HRTimeline
HighTower Advisors, LLC471,317$21M0.02%+17,84313F-HRTimeline
J. Derek Lewis & Associates Inc.471,036$20.9M4.91%13F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC465,652$20.7M1%new13F-HRTimeline
DAVENPORT & Co LLC464,503$20.7M0.11%+20,80613F-HRTimeline
Financial Council, LLC459,406$20.4M8.16%+24,16613F-HRTimeline
Strategic Blueprint, LLC454,697$20.2M1.2%+24,31413F-HRTimeline
IFP Advisors, Inc443,735$19.7M0.44%+4,08313F-HRTimeline
Challenger Wealth Management442,679$19.7M15.02%+10,90113F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC439,959$19.6M0.35%+74,17413F-HR/ATimeline
Alpha Financial Advisors, LLC430,933$19.2M5.86%+5,58813F-HRTimeline
Mutual Advisors, LLC413,560$18.4M0.39%+19,68013F-HRTimeline
MISSION WEALTH MANAGEMENT, LP412,811$18.4M0.37%+5,14813F-HRTimeline
Hartmann Taylor Wealth Management, LLC399,876$17.8M12.01%+21,07613F-HRTimeline
Kera Capital Partners, Inc.399,599$17.8M2.19%-10,94513F-HRTimeline
BLAIR WILLIAM & CO/IL398,534$17.7M0.05%+112,41813F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC398,533$17.7M0.56%-5,38413F-HRTimeline
Main Line Retirement Advisors, LLC382,257$17M8.6%-57,11613F-HR/ATimeline
Steward Partners Investment Advisory, L…378,181$16.8M0.09%+70,79213F-HRTimeline
AA Financial Advisors, LLC375,012$16.7M3.08%+168,91713F-HRTimeline
Michael Brady & Co., LLC369,494$16.4M16.4%13F-HRTimeline
Souders Financial Advisors355,065$15.8M1.81%+6,66313F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC354,286$15.8M0.5%+37,13413F-HRTimeline
Stonebridge Financial Group, LLC352,831$15.7M1.34%+17,23013F-HRTimeline
CLG LLC345,359$15.4M3.82%+91,03313F-HRTimeline
Integrity Advisory Solutions, LLC337,182$15M2.16%+14,45513F-HRTimeline
Ferguson Shapiro LLC327,732$14.6M4.48%-13,75013F-HRTimeline
Gutierrez Wealth Advisory, LLC319,254$14.2M8.92%-7,87913F-HRTimeline
SMITH, MOORE & CO.313,016$13.9M1.05%+48,55113F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC308,969$13.7M0.38%+22,70913F-HR/ATimelineGroup
STEPHENS INC /AR/in group Stephens Investment Managemen…305,737$13.6M0.17%+19,15013F-HRTimelineGroup
Storen Legacy Partners, LLC305,016$13.6M4.26%13F-HRTimeline
BEACON FINANCIAL GROUP302,376$13.4M1.34%+1,79313F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…299,777$13.3M0.49%+27,81513F-HRTimelineGroup
FOUNDERS FINANCIAL SECURITIES LLC299,670$13.3M0.79%+53,30513F-HRTimeline
Ballew Advisors, Inc292,272$13.3M7.47%-11713F-HRTimeline
WealthCare Investment Partners, LLC292,764$13M3.8%+15,91113F-HRTimeline
Mason Investment Advisory Services, Inc.284,304$12.6M0.6%+27,34113F-HRTimeline
Colonial River Investments, LLC284,130$12.6M4.5%+17,97013F-HRTimeline
Bedel Financial Consulting, Inc.281,826$12.5M1.35%-5,56413F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…277,808$12.4M1.48%+14,31413F-HRTimeline
Strategic Family Wealth Counselors, L.L…280,490$12.3M2.76%+1,50313F-HRTimeline
Midwest Heritage Bank, FSB275,708$12.3M4.23%-7,66613F-HRTimeline
Advisory Services Network, LLC275,358$12.2M0.17%-9,37313F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …275,165$12.2M0.17%+102,02113F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC268,181$11.9M<0.01%+232,68113F-HRTimelineGroup
NATIXIS ADVISORS, LLCin group Natixis Investment Managers267,805$11.9M0.02%+96,38013F-HRTimelineGroup
LongView Wealth Management258,682$11.8M2.85%+19,08413F-HRTimeline
Mariner, LLCin group Mariner, LLC258,435$11.5M0.01%+29,68613F-HRTimelineGroup
Armor Investment Advisors, LLC254,863$11.3M4.17%-9,84513F-HRTimeline
Sovran Advisors, LLC249,491$11.2M0.95%-7,20013F-HRTimeline
Investments & Financial Planning, LLC250,356$11.1M5.97%-15,15413F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC245,818$10.9M0.19%+33,93313F-HRTimelineGroup
EQ WEALTH ADVISORS, LLC242,795$10.8M6.37%+4,25613F-HRTimeline
Strategic Equity Management240,497$10.7M3.63%new13F-HRTimeline
rebel Financial LLC237,698$10.6M4.52%+237,69813F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC237,162$10.5M0.62%+30,04313F-HRTimeline
Coign Capital Advisors LLC234,502$10.4M5.46%+9,18113F-HRTimeline
HBW ADVISORY SERVICES LLC233,462$10.4M1.13%+39,82913F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC231,802$10.3M3.33%+6,02213F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC231,369$10.3M0.23%+37,70413F-HRTimeline
GENESIS PRIVATE WEALTH, LLC227,232$10.1M3.14%+16,05013F-HRTimeline
Smartleaf Asset Management LLC220,863$9.89M0.37%+20,64513F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC219,195$9.75M0.46%+6,33713F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC215,654$9.59M<0.01%+133,23113F-HRTimelineGroup
EP Wealth Advisors, LLC213,466$9.49M0.05%13F-HRTimeline
Orion Porfolio Solutions, LLC212,194$9.44M0.07%+29,07313F-HRTimeline
Bridgewealth Advisory Group, LLC211,113$9.39M2.07%+13,69513F-HRTimeline
Clearview Wealth Advisors LLC209,630$9.32M5.91%+71913F-HRTimeline
MENORA MIVTACHIM HOLDINGS LTD.in group MENORA MIVTACHIM HOLDINGS LTD.209,512$9.32M0.04%+21,76713F-HRTimelineGroup
Aptus Capital Advisors, LLC208,280$9.26M0.08%+5,66013F-HRTimeline
Investmark Advisory Group LLC208,049$9.25M3.94%-2,16613F-HRTimeline
BetterWealth, LLC205,726$9.15M2.09%+4,39413F-HRTimeline
McCarthy Asset Management, Inc.205,176$9.12M4.76%+179,76213F-HRTimeline
KWB Wealth202,927$9.02M0.85%+48,48713F-HRTimeline
Smith Thornton Advisors LLC196,640$8.74M4.45%+3,45713F-HRTimeline
tru Independence LLC195,358$8.69M2.19%+21,42613F-HRTimeline
MARSHALL INVESTMENT MANAGEMENT, LLC194,848$8.66M4.35%-8,39313F-HRTimeline
Burford Brothers, Inc.192,989$8.58M3.54%+7,28613F-HRTimeline
Boyer Financial Services, Inc.191,065$8.51M9.03%13F-HRTimeline
Swisher Financial Concepts, Inc.189,932$8.45M4.8%+8,88113F-HRTimeline
Dean, Jacobson Financial Services, LLC189,216$8.41M5.34%+178,27513F-HRTimeline
Troutman Wealth Management, LLC187,253$8.33M6.88%13F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…184,055$8.18M0.2%+1,22813F-HRTimelineGroup
MRWM Advisors, LLC179,856$8M4.29%+18,16013F-HRTimeline
COZAD ASSET MANAGEMENT INC177,267$7.88M0.61%+8,08413F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC176,526$7.85M0.12%+7,05813F-HRTimelineGroup
Brookstone Capital Managementin group Brookstone Capital Management172,712$7.68M0.09%-12,54713F-HRTimelineGroup
KPP Advisory Services LLC172,694$7.68M1.12%+20,23313F-HRTimeline
McCollum Christoferson Group LLC172,063$7.65M2.21%+17,31313F-HRTimeline
Clear Creek Financial Management, LLC171,937$7.65M0.62%+12,67713F-HRTimeline
Charter Capital Management, LLC\DE170,504$7.58M3.92%+9,38813F-HRTimeline
Koshinski Asset Management, Inc.169,839$7.55M0.49%+9,68313F-HRTimeline
STEWARDSHIP CONCEPTS FINANCIAL SERVICES…169,558$7.55M6.36%13F-HRTimeline
CENTAURUS FINANCIAL, INC.165,597$7.36M0.34%-14,82813F-HRTimeline
Forge Financial Services LLC164,701$7.32M3.13%+20,83313F-HRTimeline
Western Wealth Management, LLC163,344$7.26M0.34%+15,58213F-HRTimeline
World Investment Advisors162,438$7.22M0.12%+32,68113F-HR/ATimeline
Vawter Financial, Ltd.162,243$7.21M3.05%+1,03013F-HR/ATimeline
5T Wealth, LLC160,928$7.15M2.86%+11,06013F-HRTimeline
M.E. ALLISON & CO., INC.159,370$7.09M4.82%+8,96213F-HRTimeline
APS Management Group, Inc.158,411$7.04M6.03%new13F-HRTimeline
BlueChip Wealth Advisors LLC157,557$7.01M2.94%+8,74613F-HRTimeline
EVOLVE PRIVATE WEALTH, LLC156,938$6.98M0.41%13F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding156,533$6.96M+33,004Timeline
Ridgeline Wealth Planning, LLC152,766$6.79M4.85%+33,89013F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC152,434$6.78M0.43%+5,36413F-HRTimeline
LEGACY SOLUTIONS, LLC152,167$6.77M5.95%-5,13513F-HRTimeline
WJ Wealth Management, LLC150,615$6.7M2.93%-21313F-HRTimeline
Bleakley Financial Group, LLC149,336$6.64M0.12%-4,58213F-HRTimeline
Continuum Advisory, LLC147,641$6.57M0.66%+9,78713F-HRTimeline
Warner Group LLC146,478$6.51M4.01%+3,97813F-HRTimeline
NewCorp Financial Services, Inc.146,254$6.5M5.76%13F-HRTimeline
MAI Capital Management145,141$6.45M0.04%+21,21613F-HRTimeline
Boulder Wealth Advisors, LLC143,890$6.4M2.7%new13F-HRTimeline
Blueprint Investment Partners LLCgroup of 2 filers holding143,365$6.38M+45,713Timeline
Olistico Wealth, LLC143,158$6.37M3.11%+9,69913F-HRTimeline
Perennial Investment Advisors, LLC142,320$6.33M0.5%+19,54113F-HRTimeline
Total Clarity Wealth Management, Inc.141,971$6.31M1.53%+6,98213F-HRTimeline
Atria Investments, Inc141,355$6.29M0.07%+24,93313F-HRTimeline
FLYNN ZITO CAPITAL MANAGEMENT, LLC140,254$6.24M2.23%+12,42213F-HRTimeline
Lantz Financial LLC139,893$6.22M1.31%+40,61813F-HRTimeline
Integrated Wealth Concepts LLC136,346$6.06M0.07%+29,59213F-HRTimeline
Sigma Planning Corp135,196$6.06M0.17%+9,31413F-HRTimeline
Allworth Financial LP136,063$6.05M0.02%-7,67213F-HRTimeline
PFG Advisors134,260$5.97M0.29%-321,14413F-HRTimeline
IFG Advisory, LLC132,543$5.89M0.26%+24,90713F-HRTimeline
IMG Wealth Management, Inc.131,804$5.86M3.72%+3,21413F-HRTimeline
Vigil Wealth Management, LLC131,357$5.84M4.86%13F-HRTimeline
J.W. COLE ADVISORS, INC.137,030$5.76M0.14%+13,71513F-HRTimeline
Vestmark Advisory Solutions, Inc.129,319$5.75M0.08%+17,83613F-HRTimeline