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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
LPL Financial LLC52,561,577$2.11B0.56%+7,150,52413F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY29,742,507$1.2B0.07%+2,863,86313F-HRTimelineGroup
Capital Group Private Client Services, …in group CAPITAL GROUP INVESTMENT MANA…27,158,074$1.09B18.4%+3,131,88013F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN15,759,772$633M0.13%+3,336,11213F-HR/ATimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding15,456,044$621M+2,076,494Timeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/14,193,836$570M0.04%+1,320,68613F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC14,117,411$567M0.17%+1,700,47713F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC13,552,564$545M0.76%+359,08913F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…12,947,006$520M0.32%+810,39413F-HRTimelineGroup
Cetera Investment Advisers9,800,927$394M0.42%+1,593,11213F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP9,610,507$375M0.18%+2,083,02113F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA8,428,060$339M0.06%+1,952,00113F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.7,708,938$310M0.45%+851,87213F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 3 filers holding7,306,326$294M+2,156,491Timeline
UBS Group AGgroup of 2 filers holding5,488,873$221M+250,480Timeline
Forge Financial Services LLC5,394,648$217M21.96%+5,229,94713F-HRTimeline
Cambridge Investment Research Advisors,…4,557,813$183M0.47%+194,00513F-HRTimeline
MML INVESTORS SERVICES, LLC3,212,572$129M0.36%-431,29413F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO3,148,672$122M0.01%+995,59213F-HR/ATimelineGroup
Advance Capital Management, Inc.2,860,148$115M4.36%+2,017,65013F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC2,634,776$106M1.05%+1,886,15513F-HRTimelineGroup
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…2,491,382$100M2.03%-142,28013F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP2,433,904$97.8M0.09%+93,33613F-HRTimelineGroup
&PARTNERS2,239,454$90.1M0.45%+167,74113F-HRTimeline
Independent Advisor Alliance2,196,342$88.3M0.95%new13F-HRTimeline
Private Advisor Group, LLC2,093,186$84.1M0.39%+111,18513F-HRTimeline
CWM, LLCin group CWM, LLC2,002,105$80.5M0.21%-253,23213F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.1,999,359$80.4M0.13%+155,20713F-HRTimelineGroup
Merit Financial Group, LLC1,910,571$76.8M0.57%+108,31313F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO1,836,814$73.8M0.07%+243,41613F-HRTimelineGroup
WNY Asset Management, LLC1,804,970$72.5M7.5%13F-HRTimeline
Valmark Advisers, Inc.1,623,062$65.2M0.78%+749,89013F-HRTimeline
NewEdge Advisors, LLC1,509,552$60.7M0.22%+49,64013F-HR/ATimeline
Aprio Wealth Management, LLC1,453,353$58.4M3.19%+161,93013F-HRTimeline
Prospera Financial Services Inc1,440,378$57.9M0.93%+132,89513F-HRTimeline
Johnson Bixby & Associates, LLC1,424,119$57.2M7.1%+29,36213F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…1,400,678$56.6M0.12%-722,65813F-HRTimeline
New England Capital Financial Advisors …1,393,637$56M15.33%-28,70713F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…1,389,920$55.9M0.1%+100,66213F-HRTimelineGroup
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…1,324,519$53.2M0.97%+120,86313F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS1,311,860$52.7M0.09%+121,76513F-HRTimeline
Janney Montgomery Scott LLC1,215,680$48.9M0.12%+194,33813F-HRTimeline
Confluence Wealth Services, Inc.1,163,050$46.7M1.81%+64,06113F-HRTimeline
ADAMSBROWN WEALTH CONSULTANTS LLC1,077,772$43.3M11.45%+38,47813F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.980,811$43.2M0.28%+293,16413F-HRTimelineGroup
JSF Financial, LLC1,063,800$42.8M8.38%+190,08313F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…1,012,061$40.7M0.44%-231,07313F-HRTimelineGroup
Summit Investment Advisory Services, LLC930,119$37.4M13.89%+70,91113F-HRTimeline
D.A. DAVIDSON & CO.905,700$36.4M0.22%+66,50413F-HRTimeline
HARBOUR INVESTMENTS, INC.874,408$35.1M0.54%+222,57613F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…837,377$33.7M0.04%new13F-HRTimelineGroup
BARNES PETTEY FINANCIAL ADVISORS, LLC824,935$33.2M14.45%+16,35513F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…808,098$32.5M1.03%+31,23013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/800,000$32.2M0.03%new13F-HRTimelineGroup
Ergawealth Advisors, Inc.766,282$30.8M13.62%+47,54713F-HRTimeline
ECLECTIC ASSOCIATES INC /ADV764,300$30.7M4.08%+57,44713F-HRTimeline
Haverford Trust Co743,743$29.9M0.27%+15,31413F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC741,529$29.8M0.04%+634,54613F-HRTimelineGroup
Wealth Science Advisors LLC667,396$29.7M16.7%013F-HRTimeline
AA Financial Advisors, LLC733,484$29.5M4.15%+358,47213F-HRTimeline
HighPoint Advisor Group LLC725,845$29.2M1.22%+84,30013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC703,381$28.3M0.06%+146,56413F-HRTimelineGroup
Focus Partners Wealthgroup of 2 filers holding698,584$28.1M+237Timeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP688,877$27.7M0.04%-118,15213F-HRTimelineGroup
Wealthcare Advisory Partners LLCgroup of 2 filers holding680,884$27.4M+41,075Timeline
BARCLAYS PLCin group BARCLAYS PLC661,865$26.6M0.01%+446,21113F-HRTimelineGroup
Tribridge Partners Financial LLC655,495$26.5M10.96%+23,01613F-HRTimeline
IAM Advisory, LLC618,177$24.8M5.57%-11,90613F-HRTimeline
IFP Advisors, Inc570,490$22.9M0.48%+126,75513F-HRTimeline
VALLEY NATIONAL ADVISERS INC564,725$22.7M2.94%new13F-HRTimeline
Geneos Wealth Management Inc.554,586$22.3M0.52%-646,45313F-HRTimeline
Sanctuary Advisors, LLC531,603$21.4M0.12%+4,38013F-HRTimeline
J. Derek Lewis & Associates Inc.514,130$20.7M4.65%+43,09413F-HR/ATimeline
Mutual Advisors, LLC513,200$20.6M0.44%+99,64013F-HRTimeline
DAVENPORT & Co LLC505,438$20.3M0.11%+40,93513F-HRTimeline
Greenbush Financial Group, LLC496,413$20M6.61%-60,27013F-HRTimeline
Financial Council, LLC485,720$19.5M7.53%+26,31413F-HRTimeline
HighTower Advisors, LLC485,581$19.5M0.02%+14,26413F-HRTimeline
Strategic Blueprint, LLC481,031$19.3M1.12%+26,33413F-HRTimeline
AdvisorNet Financial, Inc471,321$18.9M0.98%-46,37913F-HRTimeline
Challenger Wealth Management444,185$17.9M14.26%+1,50613F-HRTimeline
OLD NATIONAL BANCORP /IN/443,655$17.8M0.3%new13F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…441,078$17.7M0.22%+135,34113F-HRTimelineGroup
Alpha Financial Advisors, LLC436,542$17.5M5.38%+5,60913F-HRTimeline
Farther Finance Advisors, LLC419,902$17M0.16%-282,16313F-HRTimeline
BLAIR WILLIAM & CO/IL421,674$16.9M0.05%+23,14013F-HRTimeline
Hartmann Taylor Wealth Management, LLC411,209$16.5M10.93%+11,33313F-HRTimeline
Kera Capital Partners, Inc.409,768$16.5M2.02%+10,16913F-HRTimeline
Stonebridge Financial Group, LLC407,484$16.4M1.35%+54,65313F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC407,450$16.4M0.43%+98,48113F-HRTimelineGroup
MISSION WEALTH MANAGEMENT, LP404,367$16.3M0.34%-8,44413F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC401,245$16.1M0.5%+2,71213F-HRTimeline
Main Line Retirement Advisors, LLC389,628$15.7M7.82%+7,37113F-HRTimeline
Steward Partners Investment Advisory, L…388,819$15.6M0.08%+10,63813F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC387,536$15.6M0.74%-78,11613F-HRTimeline
Souders Financial Advisors384,130$15.4M1.76%+29,06513F-HRTimeline
Mariner, LLCin group Mariner, LLC371,217$14.9M0.02%+112,78213F-HRTimelineGroup
FOUNDERS FINANCIAL SECURITIES LLC353,320$14.9M0.84%+53,65013F-HR/ATimeline
Michael Brady & Co., LLC369,376$14.8M14.91%-11813F-HRTimeline
Mason Investment Advisory Services, Inc.365,075$14.7M0.68%+80,77113F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers359,547$14.4M0.02%+91,74213F-HRTimelineGroup
Ferguson Shapiro LLC357,687$14.4M4.38%+29,95513F-HRTimeline
Integrity Advisory Solutions, LLC349,544$14M1.86%+12,36213F-HRTimeline
Midwest Heritage Bank, FSB335,735$13.5M4.33%+60,02713F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …326,090$13.1M0.16%+50,92513F-HRTimelineGroup
Gutierrez Wealth Advisory, LLC325,704$13.1M8.13%+6,45013F-HRTimeline
SMITH, MOORE & CO.323,580$13M0.95%+10,56413F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…321,269$12.9M0.39%+21,49213F-HR/ATimelineGroup
Per Stirling Capital Management, LLC.315,740$12.7M1.4%-223,93313F-HRTimeline
Ballew Advisors, Inc297,955$12.5M7.06%+5,68313F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC308,594$12.4M0.39%-45,69213F-HRTimeline
McCollum Christoferson Group LLC315,023$12M3.61%+142,96013F-HRTimeline
WealthCare Investment Partners, LLC292,161$12M3.32%-60313F-HRTimeline
LongView Wealth Management271,800$11.8M2.97%+13,11813F-HRTimeline
Bedel Financial Consulting, Inc.289,582$11.6M1.34%+7,75613F-HRTimeline
Sovran Advisors, LLC259,595$11.6M0.91%+10,10413F-HRTimeline
CLG LLC286,676$11.5M2.86%-58,68313F-HRTimeline
Strategic Family Wealth Counselors, L.L…284,779$11.4M3.01%+4,28913F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC283,385$11.4M0.01%new13F-HRTimelineGroup
Bay Colony Advisory Group, Inc d/b/a Ba…282,987$11.4M1.39%+5,17913F-HRTimeline
Armor Investment Advisors, LLC279,581$11.2M4.05%+24,71813F-HRTimeline
Financial Security Advisor, Inc.265,255$10.7M1.96%-1,729,69313F-HRTimeline
KPP Advisory Services LLC265,207$10.7M1.55%+92,51313F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC264,661$10.6M0.17%+18,84313F-HRTimelineGroup
Advisory Services Network, LLC263,461$10.6M0.14%-11,89713F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC259,971$10.4M0.62%+22,80913F-HRTimeline
EQ WEALTH ADVISORS, LLC255,908$10.3M6.01%+13,11313F-HRTimeline
Investments & Financial Planning, LLC255,784$10.3M5.6%+5,42813F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC252,261$10.1M5.07%+20,45913F-HRTimeline
Gateway Wealth Partners, LLC248,913$10M0.39%+188,33213F-HRTimeline
Coign Capital Advisors LLC247,579$9.95M5.23%+13,07713F-HRTimeline
BEACON FINANCIAL GROUP246,293$9.9M0.99%-56,08313F-HRTimeline
Aptus Capital Advisors, LLC243,282$9.78M0.08%+35,00213F-HRTimeline
rebel Financial LLC242,614$9.75M4.23%+4,91613F-HRTimeline
HBW ADVISORY SERVICES LLC242,036$9.73M1.03%+8,57413F-HRTimeline
Smartleaf Asset Management LLC245,679$9.52M0.34%+24,81613F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC235,553$9.47M<0.01%-32,62813F-HR/ATimelineGroup
FLAGSHIP HARBOR ADVISORS, LLC235,402$9.46M0.42%+16,20713F-HRTimeline
Orion Porfolio Solutions, LLC233,296$9.38M0.08%+21,10213F-HRTimeline
Dean, Jacobson Financial Services, LLC232,555$9.35M5.74%+43,33913F-HRTimeline
Bridgewealth Advisory Group, LLC232,042$9.33M1.93%+20,92913F-HRTimeline
Clear Creek Financial Management, LLC230,770$9.27M0.71%+58,83313F-HRTimeline
GENESIS PRIVATE WEALTH, LLC227,813$9.16M2.88%+58113F-HRTimeline
KWB Wealth201,094$8.94M0.88%-1,83313F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC221,660$8.91M0.2%-9,70913F-HR/ATimeline
FLYNN ZITO CAPITAL MANAGEMENT, LLC219,960$8.84M2.82%+79,70613F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC215,577$8.66M0.16%-422,46713F-HRTimeline
Vestmark Advisory Solutions, Inc.214,997$8.64M0.1%+85,67813F-HRTimeline
tru Independence LLC214,628$8.63M4.27%+19,27013F-HRTimeline
BetterWealth, LLC213,461$8.58M1.68%+7,73513F-HRTimeline
MENORA MIVTACHIM HOLDINGS LTD.in group MENORA MIVTACHIM HOLDINGS LTD.209,512$8.42M0.04%013F-HRTimelineGroup
Boyer Financial Services, Inc.208,377$8.37M8.88%+17,31213F-HRTimeline
Qube Research & Technologies Ltd206,516$8.3M0.01%+149,85513F-HRTimeline
EP Wealth Advisors, LLC206,405$8.3M0.04%-7,06113F-HRTimeline
Burford Brothers, Inc.205,582$8.26M3.39%+12,59313F-HRTimeline
Smith Thornton Advisors LLC204,980$8.24M4.15%+8,34013F-HRTimeline
Western Wealth Management, LLC204,452$8.22M0.31%+41,10813F-HR/ATimeline
Investmark Advisory Group LLC201,051$8.08M3.46%-6,99813F-HRTimeline
COZAD ASSET MANAGEMENT INC196,567$7.9M0.62%+19,30013F-HRTimeline
APS Management Group, Inc.190,946$7.67M6.57%+32,53513F-HRTimeline
World Investment Advisors190,691$7.66M0.12%+28,25313F-HRTimeline
Troutman Wealth Management, LLC189,129$7.6M6.34%+1,87613F-HRTimeline
MRWM Advisors, LLC188,998$7.6M4.12%+9,14213F-HRTimeline
Swisher Financial Concepts, Inc.188,927$7.59M4.25%-1,00513F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC186,892$7.51M0.11%+10,36613F-HRTimelineGroup
MAI Capital Management185,969$7.47M0.04%+40,82813F-HRTimeline
STEWARDSHIP CONCEPTS FINANCIAL SERVICES…182,371$7.33M5.74%+12,81313F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding176,877$7.11M+20,344Timeline
Charter Capital Management, LLC\DE176,789$7.11M3.56%+6,28513F-HRTimeline
Koshinski Asset Management, Inc.173,780$6.98M0.44%+3,94113F-HRTimeline
Integrated Wealth Concepts LLC172,735$6.94M0.06%+36,38913F-HRTimeline
Atria Investments, Inc171,538$6.89M0.08%+30,18313F-HRTimeline
Tradition Wealth Management, LLC169,022$6.79M0.48%+133,41613F-HRTimeline
M.E. ALLISON & CO., INC.167,980$6.77M4.49%+8,61013F-HRTimeline
OneDigital Investment Advisors LLC167,855$6.75M0.07%+111,42113F-HRTimeline
CENTAURUS FINANCIAL, INC.167,575$6.74M0.32%+1,97813F-HRTimeline
Vawter Financial, Ltd.167,360$6.73M2.83%+5,11713F-HR/ATimeline
Bleakley Financial Group, LLC162,468$6.53M0.1%+13,13213F-HRTimeline
LEGACY SOLUTIONS, LLC162,397$6.53M6.05%+10,23013F-HRTimeline
Nicholson Meyer Capital Management, Inc.162,116$6.52M5%+53,96113F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC161,517$6.49M0.41%+9,08313F-HRTimeline
Olistico Wealth, LLC161,380$6.49M3.2%+18,22213F-HRTimeline
Vigil Wealth Management, LLC161,132$6.48M5.23%+29,77513F-HRTimeline
Sigma Planning Corp158,333$6.36M0.18%+23,13713F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding158,323$6.36M+54,900Timeline
5T Wealth, LLC157,655$6.34M2.5%-3,27313F-HRTimeline
Blueprint Investment Partners LLCgroup of 2 filers holding155,229$6.24M+11,864Timeline
EVOLVE PRIVATE WEALTH, LLC154,294$6.2M0.33%-2,64413F-HRTimeline
Ridgeline Wealth Planning, LLC154,221$6.2M4.53%+1,45513F-HRTimeline
Continuum Advisory, LLC151,697$6.1M0.58%+4,05613F-HRTimeline
Total Clarity Wealth Management, Inc.151,093$6.07M1.43%+9,12213F-HRTimeline
Perennial Investment Advisors, LLC147,271$5.92M0.47%+4,95113F-HRTimeline
NewCorp Financial Services, Inc.146,955$5.91M5.12%+70113F-HRTimeline
Lantz Financial LLC145,770$5.86M1.21%+5,87713F-HRTimeline
PFG Advisors145,683$5.86M0.29%+11,42313F-HRTimeline
J.W. COLE ADVISORS, INC.144,200$5.8M0.2%+7,17013F-HRTimeline
BlueChip Wealth Advisors LLC143,737$5.78M2.54%-13,82013F-HRTimeline
LEIGH BALDWIN & CO., LLC141,051$5.67M3.67%+12,95513F-HRTimeline
Allworth Financial LP140,248$5.64M0.02%+4,18513F-HRTimeline
A&I FINANCIAL SERVICES, LLC140,157$5.63M2.67%+15,96913F-HRTimeline