Skip to content
Disclosery

CGIE CAPITAL GROUP INTERNATIONAL

Follow

SHS (common)

176 managers (179 13F filers) reported a position in CGIE shares at 2026-06-30, 48,732,470 shares in all. 26 filers opened a position and 8 filers sold out during the quarter.

Managers
176
13F filers
179
New
26
Added
88
Reduced
40
Sold out
8
Shares held by filers
48,732,470

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
Bank of New York Mellon Corpin group Bank of New York Mellon Corp6,750,327$248M0.04%+2,443,98513F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP3,779,104$137M0.06%+1,172,19813F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY2,963,632$109M0.01%+155,51513F-HRTimelineGroup
Cetera Investment Advisers2,762,255$102M0.09%+405,77013F-HRTimeline
UBS Group AGin group UBS Group AG2,657,130$97.7M0.02%+131,59613F-HRTimelineGroup
LPL Financial LLC2,415,170$88.8M0.02%+32,74913F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA2,177,635$80.1M0.01%+151,72913F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,997,981$73.5M<0.01%+288,90113F-HRTimelineGroup
Venturi Wealth Management, LLC1,795,643$66M2.56%+47,36913F-HRTimeline
Capital Group Private Client Services, …in group CAPITAL GROUP INVESTMENT MANA…1,417,845$52.1M0.74%+170,92613F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,391,420$51.2M0.01%+108,74213F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…1,182,947$43.5M0.02%+37,73413F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,069,903$39.4M0.01%+7,48113F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding1,032,352$38M+154,695Timeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.823,566$30.3M0.04%+226,41313F-HRTimelineGroup
Merit Financial Group, LLC778,293$28.6M0.18%+7,38913F-HR/ATimeline
LVW Advisors, LLC662,732$24.4M2.11%-65,34713F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC641,480$23.6M0.03%+33,71213F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP630,547$23.2M0.02%+35,92513F-HRTimelineGroup
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…617,011$22.6M0.07%+100,51513F-HRTimeline
Linscomb Wealth, Inc.550,558$20.2M0.88%+125,85413F-HRTimeline
Freedom Financial Partners LLC481,888$17.7M5.77%+34,06413F-HRTimeline
MML INVESTORS SERVICES, LLC435,313$16M0.03%+89,36413F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding408,054$15M-31,961Timeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers404,089$14.9M0.02%+88,57413F-HRTimelineGroup
Cambridge Investment Research Advisors,…403,485$14.8M0.03%+48,13713F-HR/ATimeline
StrongBox Wealth, LLC380,063$14M3.98%-37513F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…371,968$13.7M3.69%+69,74913F-HRTimeline
SWEENEY & MICHEL, LLC350,716$13.4M3.52%+26,40413F-HRTimeline
Private Advisor Group, LLC339,193$12.5M0.06%-183,61913F-HRTimeline
Stonebridge Financial Group, LLC323,726$11.9M0.9%+10,61613F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.290,625$10.7M0.01%+27,99713F-HRTimelineGroup
Evernest Financial Advisors, LLC269,804$9.92M2.08%-71,18813F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/266,637$9.81M<0.01%-6,99913F-HRTimelineGroup
Valmark Advisers, Inc.204,118$7.51M0.08%+51,74313F-HRTimeline
Bleakley Financial Group, LLC201,443$7.41M0.09%+21,82613F-HRTimeline
Mendota Financial Group, LLC181,524$6.68M4.14%-4,36113F-HRTimeline
Equity Wealth Partners, LLC181,307$6.67M2.4%new13F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV173,409$6.38M0.3%+29,94813F-HRTimeline
KWB Wealth170,414$6.27M0.54%-44,72613F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC158,351$5.83M0.13%+57,20813F-HRTimelineGroup
Johnson Bixby & Associates, LLC153,507$5.65M0.63%-8,27113F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…152,916$5.61M0.01%+14,79513F-HRTimeline
BARNES PETTEY FINANCIAL ADVISORS, LLC145,250$5.34M1.67%+66,70213F-HRTimeline
Burton Enright Welch142,416$5.24M0.62%-5,60913F-HRTimeline
Sovran Advisors, LLC142,186$5.15M0.38%+53,04913F-HRTimeline
D.A. DAVIDSON & CO.137,629$5.06M0.03%-17,05813F-HRTimeline
Confluence Wealth Services, Inc.136,091$5.01M0.14%+7,31413F-HRTimeline
Greykasell Wealth Strategies, Inc.135,930$5M1.81%+7,46713F-HRTimeline
Roehl & Yi Investment Advisors, LLC132,491$4.87M1.61%+28,05713F-HRTimeline
&PARTNERS127,894$4.7M0.02%-3,70913F-HRTimeline
DAVENPORT & Co LLC117,369$4.32M0.02%+10,69113F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…117,298$4.31M0.01%-2,05913F-HRTimelineGroup
Wayfinding Financial, LLC114,617$4.26M1.61%+107,09913F-HRTimeline
Security Financial Services, INC.106,497$3.92M0.54%-15213F-HRTimeline
HARBOUR INVESTMENTS, INC.97,862$3.6M0.05%-10,73513F-HRTimeline
Creative Planningin group Creative Planning96,497$3.55M<0.01%new13F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS96,456$3.55M0.01%+6,12913F-HRTimeline
Kingsview Wealth Management, LLC92,131$3.39M0.04%-27,51913F-HRTimeline
Bill Few Associates, Inc.88,661$3.26M0.7%+3,66013F-HRTimeline
Prospera Financial Services Inc86,880$3.2M0.05%-9,24713F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC84,699$3.12M<0.01%+16,31413F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC73,754$2.71M<0.01%-359,48113F-HRTimelineGroup
J. Derek Lewis & Associates Inc.71,032$2.61M0.49%+17,05013F-HRTimeline
Mariner, LLCin group Mariner, LLC69,286$2.55M<0.01%-96613F-HRTimelineGroup
BlackDiamond Wealth Management, LLC61,820$2.36M0.95%-5,25513F-HRTimeline
IFP Advisors, Inc62,784$2.31M0.04%+26,31613F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC61,326$2.26M0.01%+10,15013F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC60,736$2.23M<0.01%+54,51913F-HRTimelineGroup
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC56,963$2.1M0.01%+6,37813F-HRTimelineGroup
Trueblood Wealth Management, LLC54,565$2.01M0.7%+1,37713F-HRTimeline
Sanctuary Advisors, LLC50,942$1.87M0.01%+2,36613F-HRTimeline
CLG LLC50,271$1.85M0.41%+25,44113F-HRTimeline
HighPoint Advisor Group LLC49,312$1.81M0.06%+3,93413F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…46,469$1.71M0.03%-4,40413F-HRTimelineGroup
Dynamic Advisor Solutions LLC39,794$1.46M0.04%-4213F-HRTimeline
Orion Porfolio Solutions, LLC39,380$1.45M0.01%+10,79813F-HRTimeline
Wisconsin Wealth Advisors, LLC39,055$1.44M1.23%+33513F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding39,450$1.43M+19,908Timeline
Investment Planning Advisors, Inc.38,689$1.42M0.33%+1,68113F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.38,616$1.42M0.01%+22,29713F-HRTimelineGroup
First Heartland Consultants, Inc.36,805$1.35M0.09%-18113F-HRTimeline
SITTNER & NELSON, LLC36,629$1.35M0.42%+3,18013F-HRTimeline
WARNER FINANCIAL, INC35,573$1.31M0.38%+38313F-HRTimeline
HRT FINANCIAL LP35,386$1.3M<0.01%new13F-HRTimeline
Ausdal Financial Partners, Inc.35,264$1.3M0.05%-22713F-HRTimeline
ASHTON THOMAS SECURITIES, LLC34,950$1.29M0.19%013F-HRTimeline
Atlas Legacy Advisors, LLC34,974$1.27M0.19%-57613F-HRTimeline
Junk Investment Group, LLC32,749$1.2M0.53%+2,82113F-HRTimeline
Global Retirement Partners, LLC30,734$1.13M0.02%13F-HRTimeline
American Financial Advisors, LLC30,334$1.12M0.13%013F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC29,336$1.08M0.02%new13F-HRTimeline
J.W. COLE ADVISORS, INC.29,291$1.08M0.02%new13F-HRTimeline
SEAMOUNT FINANCIAL GROUP INC28,672$1.05M0.43%+3,98113F-HRTimeline
Quantinno Capital Management LP28,552$1.05M<0.01%-22,89913F-HRTimeline
TD Waterhouse Canada Inc.27,473$998K<0.01%+1,61813F-HRTimeline
Walleye Partners, LLC26,993$993K1.13%+49513F-HRTimeline
LexAurum Advisors, LLC25,694$945K0.11%+86413F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC23,511$865K<0.01%-7,69613F-HRTimelineGroup
SageView Advisory Group, LLC21,966$808K0.03%+7,02313F-HRTimeline
AdvisorNet Financial, Inc21,718$799K0.04%-51313F-HRTimeline
DOVER ADVISORS, LLC22,629$788K0.32%+17013F-HRTimeline
SMITH, MOORE & CO.20,055$738K0.05%+17413F-HRTimeline
RM Financial Services, LLC18,527$681K0.51%+53413F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.18,165$668K0.01%+20013F-HRTimelineGroup
HighTower Advisors, LLC17,220$633K<0.01%-11,19613F-HRTimeline
World Investment Advisors18,060$611K0.01%013F-HRTimeline
Jacobi Capital Management LLC16,394$603K0.03%013F-HRTimeline
SCHMIDT P J INVESTMENT MANAGEMENT INC16,240$597K0.09%+5,16313F-HRTimeline
Mutual Advisors, LLC16,068$591K0.01%-1,32313F-HRTimeline
Lodestone Wealth Management LLC15,771$580K0.2%-3,71813F-HRTimeline
Aspire Growth Partners LLC15,317$563K0.33%-51813F-HRTimeline
WJ Wealth Management, LLC14,965$550K0.22%-166,42513F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC14,720$541K0.03%+28613F-HRTimeline
Clear Creek Financial Management, LLC14,498$533K0.03%+19313F-HRTimeline
Lincoln Capital LLC14,417$530K0.09%+2,35013F-HRTimeline
Investmark Advisory Group LLC12,476$459K0.17%+2,32913F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…11,974$440K<0.01%+9,09813F-HRTimelineGroup
Latitude Advisors, LLC11,437$421K0.17%new13F-HRTimeline
Summit Global Investmentsin group Summit Global Investments10,323$380K0.02%+1,09813F-HRTimelineGroup
Janney Montgomery Scott LLC10,049$370K<0.01%+2,23913F-HRTimeline
BNB Wealth Management, LLC9,891$364K0.2%013F-HRTimeline
QTR Family Wealth, LLC9,761$359K0.13%-9513F-HRTimeline
PFG Advisors9,125$336K0.02%-35313F-HRTimeline
NWF Advisory Services Inc.8,892$327K0.03%+1,90413F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC8,547$314K<0.01%new13F-HRTimelineGroup
Beacon Pointe Advisors, LLC8,546$314K<0.01%+1,10413F-HRTimeline
Veracity Capital LLC8,262$304K0.08%new13F-HRTimeline
Clark Capital Management Group, Inc.8,223$302K<0.01%new13F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…8,014$295K0.01%new13F-HRTimelineGroup
LANDAAS & CO /WI /ADV6,996$257K0.05%013F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC6,893$254K0.02%+80313F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC6,798$250K<0.01%new13F-HRTimelineGroup
FLORIDA FINANCIAL ADVISORS, LLC6,762$249K0.04%new13F-HRTimeline
Farther Finance Advisors, LLC6,615$243K<0.01%+1,68113F-HRTimeline
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SE…in group TIAA6,362$234K<0.01%new13F-HRTimelineGroup
Financial Perspectives, Inc6,224$229K0.06%013F-HRTimeline
FLOW TRADERS U.S. LLC6,096$224K0.01%new13F-HRTimeline
Keystone Financial Group5,949$219K0.01%-82813F-HRTimeline
Clearwave Capital, LLC5,849$215K0.12%new13F-HRTimeline
Cresset Asset Management, LLC5,700$210K<0.01%new13F-HRTimeline
OLD MISSION CAPITAL LLC5,576$205K0.01%new13F-HRTimeline
BBR PARTNERS, LLC5,500$202K0.01%new13F-HRTimeline
Capital Investment Advisory Services, L…5,453$201K0.01%new13F-HRTimeline
NewEdge Advisors, LLC5,104$188K<0.01%+113F-HRTimeline
Integrated Wealth Concepts LLC5,012$184K<0.01%new13F-HRTimeline
Larson Financial Group LLC4,425$163K<0.01%013F-HRTimeline
CENTAURUS FINANCIAL, INC.4,053$149K0.01%-3,97813F-HRTimeline
CITY HOLDING CO3,800$140K0.02%new13F-HRTimeline
Steward Partners Investment Advisory, L…3,655$134K<0.01%+26013F-HRTimeline
ROTHSCHILD INVESTMENT LLC2,985$110K<0.01%013F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC2,927$108K<0.01%new13F-HRTimelineGroup
Harborfront Financial Group LLC2,273$83.6K0.32%13F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO1,353$49.8K<0.01%-18213F-HRTimelineGroup
IFG Advisory, LLC1,251$46K<0.01%new13F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC1,200$44.1K<0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC1,190$43.8K<0.01%+91213F-HRTimelineGroup
Allworth Financial LP1,039$38.2K<0.01%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…1,037$38.1K<0.01%+14413F-HRTimelineGroup
Leo H. Evart, Inc.955$35.1K0.03%013F-HRTimeline
Whipplewood Advisors, LLC850$31.3K0.02%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\800$29.4K<0.01%013F-HRTimelineGroup
CrossGen Wealth, LLC684$25.2K0.02%013F-HRTimeline
PRIVATE TRUST CO NA667$24.5K<0.01%013F-HRTimeline
Beaird Harris Wealth Management, LLC457$16.8K<0.01%013F-HRTimeline
Continuum Advisory, LLC394$14.5K<0.01%new13F-HRTimeline
Signature Resources Capital Management,…314$11.5K<0.01%-10813F-HRTimeline
Frazier Financial Advisors, LLC269$9.9K0.01%013F-HRTimeline
SHP Wealth Management252$9.28K<0.01%013F-HRTimeline
Arax Advisory Partners133$4.89K<0.01%013F-HRTimeline
VANGUARD ADVISERS INCin group VANGUARD GROUP INC108$3.97K<0.01%-16313F-HRTimelineGroup
Rosenberg Matthew Hamilton51$1.88K<0.01%013F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…50$1.84K<0.01%013F-HRTimeline
Smartleaf Asset Management LLC40$1.47K<0.01%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV17$626<0.01%+913F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…3$110<0.01%new13F-HRTimelineGroup