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Disclosery

CGIE CAPITAL GROUP INTERNATIONAL

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SHS (fund)

126 managers (128 13F filers) reported a position in CGIE shares at 2025-09-30, 24,949,953 shares in all. 19 filers opened a position and 7 filers sold out during the quarter.

Managers
126
13F filers
128
New
19
Added
84
Reduced
16
Sold out
7
Shares held by filers
24,949,953

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
MORGAN STANLEYin group MORGAN STANLEY1,716,778$57.9M<0.01%+534,48913F-HR/ATimelineGroup
Cetera Investment Advisers1,590,134$53.6M0.06%+646,52513F-HRTimeline
UBS Group AGin group UBS Group AG1,568,268$52.9M0.01%+284,04513F-HRTimelineGroup
Venturi Wealth Management, LLC1,399,939$47.2M2.19%+79,06113F-HRTimeline
LPL Financial LLC1,395,294$47M0.01%+425,56013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP1,191,870$39.9M0.03%+479,44713F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,119,788$37.8M0.01%+211,76613F-HRTimelineGroup
Johnson Bixby & Associates, LLC987,388$33.3M4.27%+39,62013F-HRTimeline
Capital Group Private Client Services, …in group CAPITAL GROUP INVESTMENT MANA…957,247$32.3M0.54%+115,53513F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC823,082$27.8M0.01%+209,84413F-HRTimelineGroup
Merit Financial Group, LLC722,975$24.4M0.22%new13F-HR/ATimeline
LVW Advisors, LLC717,550$24.2M2.51%+58,38613F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding688,544$23.2M+245,597Timeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/643,710$21.7M<0.01%+638,89813F-HR/ATimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…517,625$17.5M0.01%+309,15513F-HRTimelineGroup
Private Advisor Group, LLC437,410$14.7M0.07%+45,91713F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP410,755$13.9M0.01%+124,08213F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN404,692$13.6M<0.01%+181,01313F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.388,823$13M0.02%+126,88213F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC357,539$12.1M0.01%+87,80213F-HRTimelineGroup
Evernest Financial Advisors, LLC347,852$11.7M3.29%+22,55413F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC347,660$11.7M0.02%+3,13813F-HRTimeline
WJ Wealth Management, LLC321,885$11M4.84%-23,74113F-HR/ATimeline
StrongBox Wealth, LLC291,997$9.85M3.33%+194,44713F-HRTimeline
Stonebridge Financial Group, LLC291,958$9.84M0.87%+11,10613F-HRTimeline
OLD MISSION CAPITAL LLC290,791$9.81M0.35%+111,93413F-HRTimeline
Freedom Financial Partners LLC277,048$9.34M3.56%new13F-HRTimeline
Cambridge Investment Research Advisors,…262,116$8.84M0.02%+6,82213F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/256,147$8.64M<0.01%-18,71113F-HRTimelineGroup
D.A. DAVIDSON & CO.234,424$7.9M0.05%+27,54113F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…227,798$7.68M2.42%new13F-HRTimeline
MML INVESTORS SERVICES, LLC227,150$7.66M0.02%-20,78213F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…223,500$7.66M0.01%+27,00713F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding226,118$7.62M+6,836Timeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…216,966$7.31M0.02%+90,65613F-HRTimeline
Mendota Financial Group, LLC189,026$6.37M4.76%+3,12813F-HRTimeline
SWEENEY & MICHEL, LLC183,409$6.11M2.05%+1,09713F-HRTimeline
KWB Wealth156,999$5.17M0.57%+36,46213F-HRTimeline
Burton Enright Welch124,525$4.2M0.63%-1,23513F-HRTimeline
Confluence Wealth Services, Inc.122,015$4.11M0.2%+7,22013F-HRTimeline
Kingsview Wealth Management, LLC113,710$3.83M0.06%+16,97113F-HRTimeline
Quantinno Capital Management LP109,046$3.68M0.01%+91,55313F-HRTimeline
FLOW TRADERS U.S. LLC102,763$3.46M0.14%+81,42313F-HRTimeline
CENTAURUS FINANCIAL, INC.98,935$3.34M0.16%+11,72813F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers88,915$3M<0.01%+42,12413F-HRTimelineGroup
Capital Analysts, LLCin group Capital Analysts, LLC78,207$2.64M0.08%+10,49013F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS70,305$2.37M<0.01%+12,73013F-HRTimeline
Bill Few Associates, Inc.69,225$2.33M0.6%+4,43313F-HRTimeline
BlackDiamond Wealth Management, LLC61,223$2.06M1.13%-2,00413F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC61,147$2.06M<0.01%+23,39513F-HRTimelineGroup
NATIONS FINANCIAL GROUP INC, /IA/ /ADV61,055$2.06M0.13%+18,50513F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.54,824$1.85M<0.01%+7,70513F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…54,171$1.83M<0.01%+13,14213F-HRTimelineGroup
Roehl & Yi Investment Advisors, LLC53,501$1.8M0.78%+37,76713F-HRTimeline
Trueblood Wealth Management, LLC47,224$1.59M0.62%+2,26613F-HRTimeline
BARNES PETTEY FINANCIAL ADVISORS, LLC44,737$1.51M0.83%+13,35713F-HRTimeline
VestGen Advisors, LLC43,389$1.46M0.05%+5,39913F-HRTimeline
HARBOUR INVESTMENTS, INC.43,006$1.45M0.03%+30,56413F-HRTimeline
Capital International Investorsin group Capital International Investo…40,000$1.35M<0.01%-40,00013F-HRTimelineGroup
First Heartland Consultants, Inc.39,144$1.32M0.11%-84313F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC36,436$1.23M<0.01%new13F-HRTimelineGroup
American Financial Advisors, LLC35,740$1.21M0.16%+15113F-HRTimeline
Atlas Legacy Advisors, LLC32,484$1.1M0.21%new13F-HRTimeline
&PARTNERS31,845$1.07M0.01%+8,26513F-HRTimeline
Valmark Advisers, Inc.30,526$1.03M0.01%new13F-HRTimeline
Dynamic Advisor Solutions LLC30,318$1.02M0.03%+16013F-HRTimeline
Mariner, LLCin group Mariner, LLC30,265$1.02M<0.01%+9,12113F-HRTimelineGroup
SEAMOUNT FINANCIAL GROUP INC24,700$833K0.39%+10,10813F-HRTimeline
Investment Planning Advisors, Inc.23,905$806K0.25%-3,32113F-HRTimeline
AdvisorNet Financial, Inc23,680$798K0.05%+7,04413F-HRTimeline
DOVER ADVISORS, LLC23,208$783K0.31%+3,86513F-HRTimeline
SITTNER & NELSON, LLC21,952$740K0.27%+11,19313F-HRTimeline
Bleakley Financial Group, LLC19,509$658K0.02%+10713F-HRTimeline
ENDEAVOR PRIVATE WEALTH, INC.18,923$638K0.2%+2,24813F-HRTimeline
Orion Porfolio Solutions, LLC18,902$637K<0.01%+5,66913F-HRTimeline
Mutual Advisors, LLC16,880$578K0.01%+1,03013F-HRTimeline
IFP Advisors, Inc16,938$571K0.01%+8,43813F-HR/ATimeline
Jacobi Capital Management LLC16,331$551K0.03%+13413F-HRTimeline
Prospera Financial Services Inc16,173$545K0.01%new13F-HRTimeline
HighTower Advisors, LLC16,044$541K<0.01%+2,16413F-HRTimeline
Sanctuary Advisors, LLC15,580$525K<0.01%new13F-HR/ATimeline
CLG LLC15,226$513K0.14%+2,54013F-HRTimeline
Aspire Growth Partners LLC14,208$479K0.35%013F-HRTimeline
Global Retirement Partners, LLC13,927$470K0.01%+4,98713F-HRTimeline
J.W. COLE ADVISORS, INC.13,421$453K0.01%+2,18413F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC13,413$452K0.03%-1,03513F-HRTimeline
ASHTON THOMAS SECURITIES, LLC12,750$430K0.06%+1,00013F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.12,592$425K<0.01%+4,22513F-HRTimelineGroup
Lincoln Capital LLC12,292$424K0.08%+16513F-HRTimeline
Greykasell Wealth Strategies, Inc.12,085$408K0.17%new13F-HRTimeline
Duncan Williams Asset Management, LLC11,808$398K0.11%new13F-HRTimeline
A&I FINANCIAL SERVICES, LLC11,590$395K0.19%013F-HRTimeline
Clear Creek Financial Management, LLC9,254$312K0.03%+2,10013F-HRTimeline
Ausdal Financial Partners, Inc.8,416$284K0.01%new13F-HRTimeline
Investmark Advisory Group LLC8,312$280K0.12%+43413F-HRTimeline
Wayfinding Financial, LLC8,230$277K0.12%-27313F-HRTimeline
von Borstel & Associates, Inc.7,939$273K0.04%new13F-HRTimeline
SCHMIDT P J INVESTMENT MANAGEMENT INC8,091$273K0.05%+1,57813F-HRTimeline
QTR Family Wealth, LLC7,106$240K0.11%-113F-HRTimeline
Summit Global Investmentsin group Summit Global Investments6,832$230K0.01%new13F-HRTimelineGroup
LANDAAS & CO /WI /ADV6,731$227K0.05%+23113F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…6,351$214K<0.01%new13F-HRTimelineGroup
Financial Perspectives, Inc4,788$161K0.04%+54313F-HRTimeline
Wealthspire Advisors, LLC3,801$128K<0.01%new13F-HRTimeline
COMERICA BANK3,526$119K<0.01%+30913F-HRTimeline
Larson Financial Group LLC3,075$104K<0.01%new13F-HRTimeline
ROTHSCHILD INVESTMENT LLC2,973$100K0.01%+62313F-HRTimeline
NewEdge Advisors, LLC2,239$75.5K<0.01%+8113F-HRTimeline
Steward Partners Investment Advisory, L…2,188$73.8K<0.01%+31713F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC1,965$66.3K<0.01%+1,64013F-HRTimelineGroup
Sunbelt Securities, Inc.1,800$60.7K<0.01%new13F-HRTimeline
CWM, LLCin group CWM, LLC1,451$49K<0.01%+68013F-HRTimelineGroup
Allworth Financial LP1,039$35K<0.01%new13F-HRTimeline
GPS Wealth Strategies Group, LLC983$33.1K<0.01%013F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…860$29K<0.01%-15,02513F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\800$27K<0.01%013F-HRTimelineGroup
Arax Advisory Partners857$26.8K<0.01%+72413F-HRTimeline
PRIVATE TRUST CO NA729$24.6K<0.01%013F-HRTimeline
Whipplewood Advisors, LLC680$22.9K0.02%013F-HRTimeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …464$15.6K<0.01%13F-HRTimelineGroup
Beaird Harris Wealth Management, LLC457$15.4K<0.01%013F-HRTimeline
Signature Resources Capital Management,…422$14.2K0.01%-1313F-HRTimeline
Frazier Financial Advisors, LLC268$9.04K0.01%+213F-HRTimeline
Advisory Services Network, LLC200$6.76K<0.01%-19,77813F-HRTimeline
Tripletail Wealth Management, LLC138$4.75K0.01%new13F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC15$506<0.01%013F-HRTimelineGroup