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Disclosery

CGGR CAPITAL GROUP GROWTH ETF

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SHS CREAT UNIT (fund)

Filings received so far for Q3 2026: 48 13F filers report a position in CGGR shares at 2026-09-30. The quarter is not complete: its 13F deadline is 2026-11-14, and the counts grow as filings arrive.

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 2026

Filers in the available 13F reports with a share position at 2026-09-30, 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
WEALTH ENHANCEMENT ADVISORY SERVICES, L…2,062,246$98.7M0.15%+617,41813F-HRTimeline
ECLECTIC ASSOCIATES INC /ADV825,418$39.1M4.38%+23,46913F-HRTimeline
Wealth Science Advisors LLC756,850$35.9M15.09%+41,03113F-HRTimeline
Stonebridge Financial Group, LLC469,504$22.3M1.64%+26,34313F-HRTimeline
Farther Finance Advisors, LLC404,589$19.2M0.14%-33,92113F-HRTimeline
CLG LLC353,333$16.8M3.49%+5,00913F-HRTimeline
Ballew Advisors, Inc312,266$14.9M7.42%+7,54613F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC256,325$12.2M0.22%+5,30713F-HRTimeline
McCollum Christoferson Group LLC253,752$11.2M3.28%-41,65713F-HRTimeline
M.E. ALLISON & CO., INC.189,720$9M5.05%+9,13013F-HRTimeline
FINANCIAL MANAGEMENT NETWORK INC183,617$8.78M1.26%+17,36413F-HRTimeline
STEWARDSHIP CONCEPTS FINANCIAL SERVICES…180,022$8.54M5.59%-5,58113F-HRTimeline
Venture Visionary Partners LLC175,028$8.3M0.22%+22,43713F-HRTimeline
Olistico Wealth, LLC167,041$7.92M3.32%+2,90413F-HRTimeline
LEGACY SOLUTIONS, LLC165,161$7.83M5.98%-5,29013F-HRTimeline
Cooper Financial Group123,057$5.84M0.47%+35313F-HRTimeline
Harpswell Capital Advisors, LLC81,200$3.85M2.53%-15,65013F-HRTimeline
Lincoln Capital LLC78,569$3.73M0.65%+6,30413F-HRTimeline
Worthington Financial Partners, LLC74,544$3.54M2.99%+1,71013F-HRTimeline
Bill Few Associates, Inc.70,467$3.34M0.69%+1,22813F-HRTimeline
CapWealth Advisors, LLC53,392$2.53M0.19%-1,91713F-HRTimeline
Fermata Advisors, LLC45,675$2.17M0.42%+84713F-HRTimeline
Nautilus Advisors LLC39,912$1.89M1.15%+3513F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC37,113$1.76M0.12%+43013F-HRTimeline
PRIVATE CLIENT SERVICES, LLC36,383$1.73M0.46%+8,89813F-HRTimeline
First Heartland Consultants, Inc.34,778$1.65M0.11%-10413F-HRTimeline
Dynamic Advisor Solutions LLC31,281$1.48M0.04%-4,20813F-HRTimeline
Canandaigua National Trust Co of Florida30,983$1.47M0.81%13F-HRTimeline
Professional Financial Advisors, LLC29,411$1.39M0.24%+22113F-HRTimeline
Capital Planning LLC19,864$942K0.25%013F-HRTimeline
Merited Wealth, LLC10,313$489K0.34%-11,76113F-HRTimeline
Versant Capital Management, Inc10,263$487K0.04%-35313F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC10,213$484K0.03%-36513F-HRTimeline
Adelphi Trust Co10,128$480K0.32%013F-HRTimeline
FCG Investment Co9,263$439K0.14%new13F-HRTimeline
GATEWAY INVESTMENT ADVISERS LLC8,430$400K<0.01%new13F-HRTimeline
SAPIENT CAPITAL LLC6,734$319K<0.01%+413F-HRTimeline
Castle Rock Wealth Management, LLC5,914$287K0.05%-26913F-HRTimeline
McGlone Suttner Wealth Management, Inc.6,003$285K0.03%+313F-HRTimeline
CoreCap Advisors, LLC5,631$267K0.01%+23413F-HRTimeline
GAMMA Investing LLC5,161$245K0.01%013F-HRTimeline
Martin Capital Partners, LLC4,388$208K0.07%013F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC1,179$55.9K<0.01%013F-HRTimeline
Trust Co1,029$48.8K<0.01%013F-HRTimeline
CX Institutional701$33K<0.01%-3,33013F-HRTimeline
Meriwether Wealth & Planning, LLC310$14.7K0.01%new13F-HRTimeline
Central Pacific Bank - Trust Division117$5.55K<0.01%013F-HRTimeline
MassMutual Private Wealth & Trust, FSB62$2.94K<0.01%-11013F-HRTimeline