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Disclosery

CGIE CAPITAL GROUP INTERNATIONAL

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SHS (fund)

160 managers (162 13F filers) reported a position in CGIE shares at 2026-03-31, 42,426,664 shares in all. 16 filers opened a position and 11 filers sold out during the quarter.

Managers
160
13F filers
162
New
16
Added
95
Reduced
27
Sold out
11
Shares held by filers
42,426,664

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
Bank of New York Mellon Corpin group Bank of New York Mellon Corp4,306,342$146M0.03%+2,275,13513F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY2,808,117$95M0.01%+617,42013F-HRTimelineGroup
UBS Group AGin group UBS Group AG2,525,534$85.4M0.02%+624,66913F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP2,606,906$85M0.04%+896,21213F-HRTimelineGroup
LPL Financial LLC2,382,421$80.6M0.02%+300,61313F-HRTimeline
Cetera Investment Advisers2,356,485$79.7M0.08%+444,03013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA2,025,906$68.5M0.01%+611,67113F-HRTimelineGroup
Venturi Wealth Management, LLC1,748,274$59.1M2.66%+262,73113F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,709,080$57.8M<0.01%+812,20513F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,282,678$43.4M0.01%+320,44713F-HRTimelineGroup
Capital Group Private Client Services, …in group CAPITAL GROUP INVESTMENT MANA…1,246,919$42.2M0.71%+202,44913F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…1,145,213$38.7M0.02%+489,40713F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,062,422$35.9M0.01%+268,93313F-HR/ATimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding877,657$29.7M+165,471Timeline
Merit Financial Group, LLC770,904$26.1M0.19%+22,18913F-HRTimeline
LVW Advisors, LLC728,079$24.6M2.4%-38,91913F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC607,768$20.6M0.03%+174,54913F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.597,153$20.2M0.03%+37,85613F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP594,622$20.1M0.02%+65,18013F-HRTimelineGroup
Private Advisor Group, LLC522,812$17.7M0.08%-8,37613F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…516,496$17.4M0.05%+138,06913F-HRTimeline
Freedom Financial Partners LLC447,824$15.1M5.39%+75,18013F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding440,015$14.9M+174,088Timeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC433,235$14.7M0.02%+73,23513F-HRTimelineGroup
Linscomb Wealth, Inc.424,704$14.4M0.64%new13F-HRTimeline
StrongBox Wealth, LLC380,438$12.9M4.12%+35,17113F-HRTimeline
Evernest Financial Advisors, LLC340,992$12M2.5%-82,09313F-HRTimeline
Cambridge Investment Research Advisors,…355,348$12M0.03%+86,92813F-HRTimeline
MML INVESTORS SERVICES, LLC345,949$11.7M0.03%+68,01613F-HRTimeline
SWEENEY & MICHEL, LLC324,312$11.6M3.42%+4,74813F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers315,515$10.7M0.01%+127,75813F-HRTimelineGroup
Stonebridge Financial Group, LLC313,110$10.6M0.87%+15,32713F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…302,219$10.2M3.03%+20,92413F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/273,636$9.25M<0.01%+15,21613F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.262,628$8.88M0.01%+202,96013F-HRTimelineGroup
KWB Wealth215,140$7.49M0.74%-2,20513F-HRTimeline
Mendota Financial Group, LLC185,885$6.29M4.66%-5,86013F-HRTimeline
WJ Wealth Management, LLC181,390$6.13M2.87%-141,18613F-HRTimeline
Bleakley Financial Group, LLC179,617$6.07M0.1%-19,16813F-HRTimeline
Johnson Bixby & Associates, LLC161,778$5.47M0.68%-761,81713F-HRTimeline
D.A. DAVIDSON & CO.154,687$5.23M0.03%-78,71513F-HRTimeline
Valmark Advisers, Inc.152,375$5.15M0.06%+41,24813F-HRTimeline
Burton Enright Welch148,025$5.01M0.68%+8,88613F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV143,461$4.85M0.25%+54,01813F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…138,121$4.72M0.01%-78,18613F-HRTimeline
&PARTNERS131,603$4.47M0.02%+75,62913F-HRTimeline
Confluence Wealth Services, Inc.128,777$4.36M0.17%013F-HRTimeline
Greykasell Wealth Strategies, Inc.128,463$4.34M1.75%+23,78713F-HRTimeline
Kingsview Wealth Management, LLC119,650$4.05M0.06%+4,51413F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…119,357$4.04M0.01%+19,56613F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.108,597$3.67M0.06%+64,31113F-HRTimeline
DAVENPORT & Co LLC106,678$3.61M0.02%+89,42013F-HRTimeline
Security Financial Services, INC.106,649$3.61M0.57%+3,47913F-HRTimeline
Roehl & Yi Investment Advisors, LLC104,434$3.53M1.33%+17,56713F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC101,143$3.42M0.09%+17,92313F-HRTimelineGroup
Prospera Financial Services Inc96,127$3.25M0.05%+5,56913F-HRTimeline
Sovran Advisors, LLC89,137$3.17M0.25%+16,80513F-HRTimeline
CAPTRUST FINANCIAL ADVISORS90,327$3.05M0.01%+12,66513F-HRTimeline
Bill Few Associates, Inc.85,001$2.87M0.69%+8,68513F-HRTimeline
BARNES PETTEY FINANCIAL ADVISORS, LLC78,548$2.66M1.16%+27,99613F-HRTimeline
Mariner, LLCin group Mariner, LLC70,252$2.38M<0.01%+30,87513F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC68,385$2.31M<0.01%-40,11613F-HRTimelineGroup
BlackDiamond Wealth Management, LLC67,075$2.27M1.09%+2,25713F-HRTimeline
J. Derek Lewis & Associates Inc.53,982$1.83M0.41%-5,00113F-HR/ATimeline
Trueblood Wealth Management, LLC53,188$1.8M0.7%+2,09313F-HRTimeline
Quantinno Capital Management LP51,451$1.74M<0.01%-50,45013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC51,176$1.73M0.01%+22,22413F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…50,873$1.72M0.03%+44,96913F-HRTimelineGroup
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC50,585$1.71M0.01%new13F-HRTimelineGroup
Sanctuary Advisors, LLC48,576$1.64M0.01%+23,53613F-HRTimeline
HighPoint Advisor Group LLC45,378$1.53M0.06%+11,86513F-HRTimeline
GTS SECURITIES LLC44,279$1.5M0.05%-89,15713F-HRTimeline
Dynamic Advisor Solutions LLC39,836$1.35M0.04%+73013F-HRTimeline
Wisconsin Wealth Advisors, LLC38,720$1.31M1.29%new13F-HRTimeline
Investment Planning Advisors, Inc.37,008$1.25M0.34%-8113F-HRTimeline
First Heartland Consultants, Inc.36,986$1.25M0.1%-18613F-HRTimeline
IFP Advisors, Inc36,468$1.23M0.03%+18,47713F-HRTimeline
Atlas Legacy Advisors, LLC35,550$1.2M0.22%+1,10913F-HRTimeline
Ausdal Financial Partners, Inc.35,491$1.2M0.05%+20513F-HRTimeline
WARNER FINANCIAL, INC35,190$1.19M0.41%+10,83313F-HRTimeline
ASHTON THOMAS SECURITIES, LLC34,950$1.18M0.15%+20,40013F-HRTimeline
SITTNER & NELSON, LLC33,449$1.13M0.41%+22513F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC31,207$1.06M<0.01%-5,02813F-HR/ATimelineGroup
American Financial Advisors, LLC30,334$1.03M0.14%-5,54413F-HRTimeline
Junk Investment Group, LLC29,928$1.01M0.53%13F-HRTimeline
Orion Porfolio Solutions, LLC28,582$967K0.01%+7,66113F-HRTimeline
HighTower Advisors, LLC28,416$961K<0.01%+12,51713F-HRTimeline
Walleye Partners, LLC26,498$896K1.1%+10313F-HRTimeline
TD Waterhouse Canada Inc.25,855$889K<0.01%+2,93313F-HRTimeline
CLG LLC24,830$840K0.21%+6,16213F-HRTimeline
LexAurum Advisors, LLC24,830$840K0.11%13F-HRTimeline
SEAMOUNT FINANCIAL GROUP INC24,691$835K0.38%-3,22813F-HRTimeline
DOVER ADVISORS, LLC22,459$760K0.31%-17013F-HRTimeline
AdvisorNet Financial, Inc22,231$752K0.04%-1,38113F-HRTimeline
Capital International Investorsin group Capital International Investo…20,164$682K<0.01%+16413F-HRTimelineGroup
Diversify Advisory Services, LLCgroup of 2 filers holding19,542$681K+7,163Timeline
SMITH, MOORE & CO.19,881$672K0.05%+2,44913F-HRTimeline
Lodestone Wealth Management LLC19,489$659K0.26%+10,36313F-HR/ATimeline
World Investment Advisors18,060$611K0.01%+6,55013F-HRTimeline
RM Financial Services, LLC17,993$609K0.52%+1,07013F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.17,965$608K0.01%+6,82013F-HRTimelineGroup
Mutual Advisors, LLC17,391$588K0.01%+50913F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.16,319$567K<0.01%+2,38513F-HRTimelineGroup
Jacobi Capital Management LLC16,394$554K0.03%013F-HRTimeline
Aspire Growth Partners LLC15,835$536K0.37%+1,62713F-HRTimeline
SageView Advisory Group, LLC14,943$505K0.02%+5,42513F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC14,434$488K0.03%+1,23613F-HRTimeline
Clear Creek Financial Management, LLC14,305$484K0.04%+1,87913F-HRTimeline
Lincoln Capital LLC12,067$406K0.08%013F-HRTimeline
Duncan Williams Asset Management, LLC11,853$401K0.11%013F-HRTimeline
SCHMIDT P J INVESTMENT MANAGEMENT INC11,077$375K0.06%-40013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…10,892$368K<0.01%-169,29813F-HRTimelineGroup
QTR Family Wealth, LLC9,856$357K0.15%+1,41113F-HRTimeline
Investmark Advisory Group LLC10,147$343K0.15%+1,08713F-HRTimeline
BNB Wealth Management, LLC9,891$335K0.21%013F-HRTimeline
PFG Advisors9,478$321K0.02%+16513F-HRTimeline
Summit Global Investmentsin group Summit Global Investments9,225$312K0.02%+1,05913F-HRTimelineGroup
CENTAURUS FINANCIAL, INC.8,031$272K0.01%-22,55913F-HRTimeline
Janney Montgomery Scott LLC7,810$264K<0.01%+1,75813F-HRTimeline
Wayfinding Financial, LLC7,518$254K0.11%-72413F-HRTimeline
Beacon Pointe Advisors, LLC7,442$252K<0.01%new13F-HRTimeline
LANDAAS & CO /WI /ADV6,996$237K0.05%013F-HRTimeline
NWF Advisory Services Inc.6,988$236K0.03%-38313F-HRTimeline
Keystone Financial Group6,777$229K0.02%new13F-HRTimeline
Financial Perspectives, Inc6,224$211K0.06%+35113F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC6,217$210K<0.01%013F-HRTimelineGroup
TITLEIST ASSET MANAGEMENT, LLC6,090$206K0.02%new13F-HRTimeline
NewEdge Advisors, LLC5,103$173K<0.01%+2,12513F-HR/ATimeline
Farther Finance Advisors, LLC4,934$170K<0.01%+87613F-HRTimeline
Larson Financial Group LLC4,425$150K<0.01%+1,35013F-HRTimeline
Steward Partners Investment Advisory, L…3,395$115K<0.01%+1,17813F-HRTimeline
Sunbelt Securities, Inc.3,323$112K0.01%+1,52213F-HRTimeline
ROTHSCHILD INVESTMENT LLC2,985$101K0.01%013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…2,876$97.3K<0.01%new13F-HRTimelineGroup
Advisory Services Network, LLC2,229$75.4K<0.01%new13F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC1,506$50.9K0.01%new13F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO1,535$50.1K<0.01%new13F-HR/ATimelineGroup
CWM, LLCin group CWM, LLC1,469$49.7K<0.01%+1813F-HRTimelineGroup
HARBOR INVESTMENT ADVISORY, LLC1,200$40.6K<0.01%013F-HRTimeline
Allworth Financial LP1,039$35.1K<0.01%013F-HRTimeline
Leo H. Evart, Inc.955$32.3K0.03%13F-HR/ATimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…893$30.2K<0.01%new13F-HR/ATimelineGroup
Whipplewood Advisors, LLC850$28.7K0.01%+17013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\800$27.1K<0.01%013F-HRTimelineGroup
CrossGen Wealth, LLC684$23.1K0.02%new13F-HRTimeline
PRIVATE TRUST CO NA667$22.6K<0.01%013F-HRTimeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …464$15.7K<0.01%013F-HRTimelineGroup
Beaird Harris Wealth Management, LLC457$15.5K<0.01%013F-HRTimeline
Signature Resources Capital Management,…422$14.3K0.01%013F-HRTimeline
MAI Capital Management288$9.74K<0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC278$9.4K<0.01%+16213F-HRTimelineGroup
VANGUARD ADVISERS INCin group VANGUARD GROUP INC271$9.16K<0.01%13F-HRTimelineGroup
Frazier Financial Advisors, LLC269$9.11K0.01%013F-HRTimeline
SHP Wealth Management252$8.53K<0.01%-60513F-HRTimeline
Arax Advisory Partners133$4.5K<0.01%013F-HRTimeline
Financial Life Planners127$4.3K<0.01%new13F-HRTimeline
Rosenberg Matthew Hamilton51$1.73K<0.01%new13F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…50$1.69K<0.01%013F-HRTimeline
Smartleaf Asset Management LLC40$1.31K<0.01%new13F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV8$271<0.01%+613F-HRTimeline