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Disclosery

CGIE CAPITAL GROUP INTERNATIONAL

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SHS (fund)

153 managers (155 13F filers) reported a position in CGIE shares at 2025-12-31, 33,310,262 shares in all. 30 filers opened a position and 9 filers sold out during the quarter.

Managers
153
13F filers
155
New
30
Added
92
Reduced
16
Sold out
9
Shares held by filers
33,310,262

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
MORGAN STANLEYin group MORGAN STANLEY2,190,697$76.3M<0.01%+473,91913F-HR/ATimelineGroup
LPL Financial LLC2,081,808$72.5M0.02%+686,51413F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp2,031,207$70.7M0.01%new13F-HRTimelineGroup
Cetera Investment Advisers1,912,455$66.6M0.07%+322,32113F-HRTimeline
UBS Group AGin group UBS Group AG1,900,865$66.2M0.01%+332,59713F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP1,710,694$59.6M0.04%+518,82413F-HRTimelineGroup
Venturi Wealth Management, LLC1,485,543$51.7M2.3%+85,60413F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,414,235$49.2M0.01%+294,44713F-HRTimelineGroup
Capital Group Private Client Services, …in group CAPITAL GROUP INVESTMENT MANA…1,044,470$36.4M0.58%+87,22313F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC962,231$33.5M0.01%+139,14913F-HRTimelineGroup
Johnson Bixby & Associates, LLC923,595$32.2M3.99%-63,79313F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/896,875$31.2M<0.01%+253,16513F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN793,489$27.6M0.01%+388,79713F-HRTimelineGroup
LVW Advisors, LLC766,998$26.7M2.71%+49,44813F-HRTimeline
Merit Financial Group, LLC748,715$26.1M0.21%+25,74013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding712,186$24.8M+23,642Timeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…655,806$22.8M0.01%+138,18113F-HR/ATimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.559,297$19.5M0.03%+170,47413F-HRTimelineGroup
Private Advisor Group, LLC531,188$18.5M0.09%+93,77813F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP529,442$18.4M0.02%+118,68713F-HRTimelineGroup
Evernest Financial Advisors, LLC423,085$15.5M3.25%+75,23313F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC433,219$15.1M0.02%+85,55913F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…378,427$13.2M0.04%+161,46113F-HRTimeline
Freedom Financial Partners LLC372,644$13M4.72%+95,59613F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC360,000$12.5M0.01%+2,46113F-HRTimelineGroup
StrongBox Wealth, LLC345,267$12M3.95%+53,27013F-HRTimeline
SWEENEY & MICHEL, LLC319,564$11.7M3.46%+136,15513F-HRTimeline
WJ Wealth Management, LLC322,576$11.2M4.92%+69113F-HRTimeline
Stonebridge Financial Group, LLC297,783$10.4M0.89%+5,82513F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…281,295$9.79M2.9%+53,49713F-HRTimeline
MML INVESTORS SERVICES, LLC277,933$9.68M0.02%+50,78313F-HRTimeline
Cambridge Investment Research Advisors,…268,420$9.35M0.02%+6,30413F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding265,927$9.26M+39,809Timeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/258,420$9M<0.01%+2,27313F-HRTimelineGroup
D.A. DAVIDSON & CO.233,402$8.13M0.05%-1,02213F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…216,307$7.77M0.01%-7,19313F-HRTimeline
KWB Wealth217,345$7.57M0.72%+60,34613F-HRTimeline
Bleakley Financial Group, LLC198,785$6.92M0.12%+179,27613F-HRTimeline
Mendota Financial Group, LLC191,745$6.68M4.86%+2,71913F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers187,757$6.54M0.01%+98,84213F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…180,190$6.27M0.01%+173,83913F-HRTimelineGroup
Burton Enright Welch139,139$4.84M0.68%+14,61413F-HRTimeline
GTS SECURITIES LLC133,436$4.65M0.16%new13F-HRTimeline
Confluence Wealth Services, Inc.128,777$4.48M0.19%+6,76213F-HRTimeline
FLOW TRADERS U.S. LLC125,335$4.36M0.14%+22,57213F-HRTimeline
Kingsview Wealth Management, LLC115,136$4.01M0.06%+1,42613F-HRTimeline
Valmark Advisers, Inc.111,127$3.87M0.05%+80,60113F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC108,501$3.78M<0.01%+47,35413F-HRTimelineGroup
Greykasell Wealth Strategies, Inc.104,676$3.64M1.44%+92,59113F-HRTimeline
Security Financial Services, INC.103,170$3.59M0.56%new13F-HRTimeline
Quantinno Capital Management LP101,901$3.55M0.01%-7,14513F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…99,791$3.47M0.01%+45,62013F-HR/ATimelineGroup
Prospera Financial Services Inc90,558$3.15M0.05%+74,38513F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV89,443$3.11M0.16%+28,38813F-HRTimeline
Roehl & Yi Investment Advisors, LLC86,867$3.02M1.21%+33,36613F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC83,220$2.9M0.08%+5,01313F-HR/ATimelineGroup
CAPTRUST FINANCIAL ADVISORS77,662$2.7M0.01%+7,35713F-HRTimeline
Bill Few Associates, Inc.76,316$2.66M0.65%+7,09113F-HRTimeline
Sovran Advisors, LLC72,332$2.63M0.22%new13F-HRTimeline
BlackDiamond Wealth Management, LLC64,818$2.38M1.16%+3,59513F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.59,668$2.08M<0.01%+4,84413F-HRTimelineGroup
J. Derek Lewis & Associates Inc.58,983$2.05M0.48%13F-HRTimeline
&PARTNERS55,974$1.95M0.01%+24,12913F-HRTimeline
Trueblood Wealth Management, LLC51,095$1.78M0.69%+3,87113F-HRTimeline
BARNES PETTEY FINANCIAL ADVISORS, LLC50,552$1.76M0.87%+5,81513F-HRTimeline
HARBOUR INVESTMENTS, INC.44,286$1.54M0.03%+1,28013F-HRTimeline
Mariner, LLCin group Mariner, LLC39,377$1.37M<0.01%+9,11213F-HRTimelineGroup
Dynamic Advisor Solutions LLC39,106$1.36M0.04%+8,78813F-HRTimeline
First Heartland Consultants, Inc.37,172$1.29M0.1%-1,97213F-HRTimeline
Investment Planning Advisors, Inc.37,089$1.29M0.38%+13,18413F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC36,235$1.26M<0.01%-20113F-HRTimelineGroup
American Financial Advisors, LLC35,878$1.25M0.16%+13813F-HRTimeline
Ausdal Financial Partners, Inc.35,286$1.23M0.06%+26,87013F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC34,441$1.2M0.02%new13F-HR/ATimeline
Atlas Legacy Advisors, LLC34,441$1.2M0.21%+1,95713F-HRTimeline
SITTNER & NELSON, LLC33,224$1.2M0.42%+11,27213F-HRTimeline
HighPoint Advisor Group LLC33,513$1.17M0.03%new13F-HRTimeline
CENTAURUS FINANCIAL, INC.30,590$1.06M0.05%-68,34513F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC28,952$1.01M0.01%new13F-HRTimeline
SEAMOUNT FINANCIAL GROUP INC27,919$972K0.44%+3,21913F-HRTimeline
Walleye Partners, LLC26,395$919K1.02%13F-HRTimeline
Quadrature Capital Ltdin group Quadrature Capital Ltd25,703$895K0.01%new13F-HRTimelineGroup
Sanctuary Advisors, LLC25,040$872K<0.01%+9,46013F-HRTimeline
WARNER FINANCIAL, INC24,357$848K0.29%new13F-HRTimeline
AdvisorNet Financial, Inc23,612$822K0.04%-6813F-HRTimeline
TD Waterhouse Canada Inc.22,922$797K<0.01%new13F-HRTimeline
DOVER ADVISORS, LLC22,629$788K0.31%-57913F-HRTimeline
Orion Porfolio Solutions, LLC20,921$728K0.01%+2,01913F-HRTimeline
Capital International Investorsin group Capital International Investo…20,000$696K<0.01%-20,00013F-HRTimelineGroup
ENDEAVOR PRIVATE WEALTH, INC.19,877$692K0.2%+95413F-HRTimeline
Global Retirement Partners, LLC19,764$688K0.01%+5,83713F-HRTimeline
CLG LLC18,668$650K0.16%+3,44213F-HRTimeline
IFP Advisors, Inc17,991$626K0.01%+1,05313F-HRTimeline
J.W. COLE ADVISORS, INC.17,628$614K0.01%+4,20713F-HRTimeline
SMITH, MOORE & CO.17,432$607K0.05%new13F-HRTimeline
DAVENPORT & Co LLC17,258$601K<0.01%new13F-HRTimeline
RM Financial Services, LLC16,923$589K0.52%13F-HRTimeline
Mutual Advisors, LLC16,882$588K0.01%+213F-HRTimeline
Jacobi Capital Management LLC16,394$571K0.03%+6313F-HRTimeline
HighTower Advisors, LLC15,899$554K<0.01%-14513F-HRTimeline
ASHTON THOMAS SECURITIES, LLC14,550$507K0.1%+1,80013F-HRTimeline
Aspire Growth Partners LLC14,208$495K0.34%013F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.13,934$485K<0.01%+1,34213F-HRTimelineGroup
THOROUGHBRED FINANCIAL SERVICES, LLC13,198$459K0.03%-21513F-HRTimeline
Diversify Advisory Services, LLCin group Diversify Advisory Services, …12,379$451K0.01%new13F-HRTimelineGroup
Clear Creek Financial Management, LLC12,426$433K0.04%+3,17213F-HRTimeline
Duncan Williams Asset Management, LLC11,853$423K0.11%+4513F-HRTimeline
Lincoln Capital LLC12,067$420K0.08%-22513F-HRTimeline
A&I FINANCIAL SERVICES, LLC11,590$404K0.19%013F-HRTimeline
World Investment Advisors11,510$401K0.01%new13F-HR/ATimeline
SCHMIDT P J INVESTMENT MANAGEMENT INC11,477$400K0.07%+3,38613F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.11,145$388K<0.01%new13F-HRTimelineGroup
BNB Wealth Management, LLC9,891$344K0.22%13F-HRTimeline
SageView Advisory Group, LLC9,518$331K0.01%new13F-HRTimeline
PFG Advisors9,313$324K0.02%new13F-HRTimeline
Lodestone Wealth Management LLC9,126$318K0.13%new13F-HRTimeline
Investmark Advisory Group LLC9,060$315K0.13%+74813F-HRTimeline
QTR Family Wealth, LLC8,445$309K0.14%+1,33913F-HRTimeline
Wayfinding Financial, LLC8,242$286K0.12%+1213F-HRTimeline
Summit Global Investmentsin group Summit Global Investments8,166$284K0.02%+1,33413F-HRTimelineGroup
NWF Advisory Services Inc.7,371$257K0.03%new13F-HRTimeline
LANDAAS & CO /WI /ADV6,996$244K0.05%+26513F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC6,217$216K<0.01%new13F-HR/ATimelineGroup
Janney Montgomery Scott LLC6,052$211K<0.01%new13F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…5,904$206K<0.01%new13F-HRTimelineGroup
Financial Perspectives, Inc5,873$205K0.06%+1,08513F-HRTimeline
Clearwave Capital, LLC5,849$204K0.15%13F-HRTimeline
TrueWealth Advisors, LLC5,779$201K0.05%new13F-HRTimeline
Clark Capital Management Group, Inc.5,755$200K<0.01%new13F-HRTimeline
Farther Finance Advisors, LLC4,058$141K<0.01%new13F-HRTimeline
Larson Financial Group LLC3,075$107K<0.01%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC2,985$104K0.01%+1213F-HRTimeline
NewEdge Advisors, LLC2,978$104K<0.01%+73913F-HRTimeline
Steward Partners Investment Advisory, L…2,217$77.2K<0.01%+2913F-HRTimeline
COMERICA BANK2,188$76.2K<0.01%-1,33813F-HRTimeline
Sunbelt Securities, Inc.1,801$62.7K<0.01%+113F-HRTimeline
CWM, LLCin group CWM, LLC1,451$51K<0.01%013F-HRTimelineGroup
HARBOR INVESTMENT ADVISORY, LLC1,200$41.8K<0.01%new13F-HRTimeline
Allworth Financial LP1,039$36.2K<0.01%013F-HRTimeline
SHP Wealth Management857$29.8K<0.01%13F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\800$27.9K<0.01%013F-HRTimelineGroup
Whipplewood Advisors, LLC680$23.7K0.02%013F-HRTimeline
PRIVATE TRUST CO NA667$23.2K<0.01%-6213F-HRTimeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …464$16.2K<0.01%013F-HRTimelineGroup
Beaird Harris Wealth Management, LLC457$15.9K<0.01%013F-HRTimeline
Signature Resources Capital Management,…422$14.7K0.01%013F-HRTimeline
MAI Capital Management288$10K<0.01%new13F-HRTimeline
Frazier Financial Advisors, LLC269$9.38K0.01%+113F-HRTimeline
Arax Advisory Partners133$4.63K<0.01%-72413F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC116$4.04K<0.01%+10113F-HRTimelineGroup
THURSTON, SPRINGER, MILLER, HERD & TITA…50$1.74K<0.01%new13F-HRTimeline
FMR LLCin group FMR LLC3$104<0.01%new13F-HRTimelineGroup
CREATIVE FINANCIAL DESIGNS INC /ADV2$70<0.01%new13F-HRTimeline