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Disclosery

CGXU CAPITAL GROUP INTL FOCUS EQT

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SHS CREAT UNIT (common)

375 managers (380 13F filers) reported a position in CGXU shares at 2026-06-30, 146,879,650 shares in all. 46 filers opened a position and 11 filers sold out during the quarter.

Managers
375
13F filers
380
New
46
Added
166
Reduced
99
Sold out
11
Shares held by filers
146,879,650

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
LPL Financial LLC18,914,366$655M0.15%+2,290,82713F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN7,833,419$271M0.05%+736,23813F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…7,711,530$267M0.14%-27,59213F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY7,153,170$248M0.01%+845,86313F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC5,931,864$205M0.06%+714,77813F-HRTimelineGroup
UBS Group AGgroup of 2 filers holding5,549,938$192M+218,750Timeline
Cerity Partners LLCin group Cerity Partners LLC5,087,343$176M0.21%+52,77813F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA4,189,189$145M0.02%-92,93313F-HRTimelineGroup
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC4,137,049$143M1.31%+62,55813F-HRTimelineGroup
Capital Group Private Client Services, …in group CAPITAL GROUP INVESTMENT MANA…3,728,784$129M1.82%+157,20413F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS3,701,592$128M0.2%-130,95313F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC3,203,093$111M0.14%+180,78313F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/2,994,968$104M0.01%+139,97813F-HRTimelineGroup
SEI INVESTMENTS COin group SEI INVESTMENTS CO2,773,945$96M0.08%+289,12113F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO2,759,076$95.6M0.01%+2,201,80313F-HRTimelineGroup
Confluence Wealth Services, Inc.2,430,784$84.2M2.41%+459,01213F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP2,402,850$82.7M0.03%+389,57413F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC2,080,621$72M0.02%+250,61013F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.2,072,263$71.8M0.08%+508,26113F-HRTimelineGroup
INSPIRION WEALTH ADVISORS, LLC2,063,378$70.2M8.05%+42,02913F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP1,970,907$68.2M0.06%+168,25313F-HRTimelineGroup
ECLECTIC ASSOCIATES INC /ADV1,709,781$59.2M6.74%+20,10713F-HRTimeline
Cetera Investment Advisers1,548,121$53.6M0.05%+87,65113F-HRTimeline
MML INVESTORS SERVICES, LLC1,523,084$52.7M0.11%+571,30213F-HRTimeline
&PARTNERS1,491,516$51.7M0.21%+46,51913F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding1,217,961$42.2M+57,705Timeline
Janney Montgomery Scott LLC1,201,994$41.6M0.08%+10,37613F-HRTimeline
Private Advisor Group, LLC1,195,801$41.4M0.19%-301,99613F-HRTimeline
Cambridge Investment Research Advisors,…1,157,204$40.1M0.09%+49,46513F-HR/ATimeline
AdvisorNet Financial, Inc1,141,207$39.5M1.8%+29,57813F-HRTimeline
Aprio Wealth Management, LLC1,048,859$36.3M1.79%-223,00613F-HRTimeline
CPC Advisors, LLC1,046,835$36.2M4.89%-255,58213F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.923,626$32M0.04%-59,88013F-HRTimelineGroup
Mason Investment Advisory Services, Inc.892,693$30.9M1.18%+80,99913F-HRTimeline
Sterling Investment Counsel, LLC876,583$30.3M7.14%+22,15913F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP866,140$30M0.04%+423,13613F-HR/ATimelineGroup
Armstrong, Fleming & Moore, Inc865,186$30M9.92%-2,23313F-HRTimeline
Summit Investment Advisory Services, LLC847,237$29.3M7.36%-3,54513F-HRTimeline
HUB Investment Partners, LLC833,653$28.9M0.53%+349,88113F-HRTimeline
D.A. DAVIDSON & CO.801,589$27.8M0.15%+58,65813F-HRTimeline
NewEdge Advisors, LLC710,858$24.6M0.07%+35,38113F-HRTimeline
McGlone Suttner Wealth Management, Inc.700,615$24.3M2.85%-6,25613F-HRTimeline
Lantz Financial LLC680,706$23.6M4.31%+40,42713F-HRTimeline
Cooper Financial Group664,422$23M1.91%new13F-HRTimeline
Strata Wealth Advisors, LLC659,184$22.8M5.57%+31,53313F-HRTimeline
DeDora Capital, Inc.654,320$22.7M4.92%+50,35413F-HRTimeline
Main Line Retirement Advisors, LLC647,006$22.4M10.27%-25,85713F-HRTimeline
Hopwood Financial Services, Inc.622,577$21.6M12.48%+42,72413F-HRTimeline
Souders Financial Advisors617,195$21.4M2.15%-5,43413F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…611,144$21.2M0.71%+58,64513F-HRTimelineGroup
Wealthcare Advisory Partners LLCgroup of 2 filers holding596,770$20.7M-86,481Timeline
CAHILL FINANCIAL ADVISORS INC587,439$20.3M1.95%-8,52613F-HRTimeline
BetterWealth, LLC584,586$20.2M3.58%+5,01413F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC478,281$16.6M0.4%+29,46513F-HRTimeline
FINANCIAL MANAGEMENT NETWORK INC482,181$16M2.29%+34,52513F-HRTimeline
Burton Enright Welch445,713$15.4M1.81%+97,26813F-HRTimeline
Bleakley Financial Group, LLC438,575$15.2M0.19%-14,89513F-HRTimeline
Tribridge Partners Financial LLC429,116$14.3M5.59%-13,42713F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.379,747$13.1M0.08%-121,61813F-HRTimelineGroup
Vawter Financial, Ltd.318,572$11M4.15%-9,48713F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC306,711$10.6M0.24%+27,50213F-HRTimelineGroup
Troutman Wealth Management, LLC306,598$10.6M8.17%-1,35813F-HRTimeline
CENTRAL TRUST Co304,550$10.5M0.19%+24,01313F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding291,923$10.1M+63,485Timeline
Gutierrez Wealth Advisory, LLC283,123$9.8M5.66%-12,31713F-HRTimeline
Michael Brady & Co., LLC257,424$8.91M7.86%-13,94713F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…255,447$8.8M0.01%+67,25813F-HRTimeline
Cornerstone Wealth Management, LLC240,118$8.31M0.36%+6,74813F-HRTimeline
Koshinski Asset Management, Inc.232,936$8.06M0.43%-21,19213F-HRTimeline
Riverview Capital Advisers, LLC230,943$8M2.29%+5,32413F-HRTimeline
Brown Miller Wealth Management, LLC227,088$7.86M1.98%+10,62613F-HRTimeline
BETO FINANCIAL GROUP, LLC236,984$7.86M4.13%-26,16813F-HRTimeline
Worth Financial Advisory Group, LLC225,107$7.79M3.25%+181,66013F-HRTimeline
Mariner, LLCin group Mariner, LLC215,707$7.47M0.01%-28,54613F-HRTimelineGroup
Triangle Securities Wealth Management203,073$7.03M1.4%+7,74913F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
HighTower Advisors, LLC196,947$6.82M0.01%-13,42013F-HRTimeline
TKG Advisors, LLC191,000$6.61M2.3%+3,91613F-HRTimeline
QUANTUM FINANCIAL PARTNERS LLC188,655$6.53M3.34%13F-HRTimeline
AlphaCore Capital LLC184,477$6.46M0.12%-9,99613F-HRTimeline
J. Derek Lewis & Associates Inc.182,935$6.33M1.2%+43,70613F-HRTimeline
Steward Partners Investment Advisory, L…178,823$6.19M0.03%-31,97113F-HRTimeline
Continuum Advisory, LLC173,380$6M0.49%+18,24113F-HRTimeline
HARBOUR INVESTMENTS, INC.171,692$5.94M0.08%+26,23113F-HRTimeline
United Advisor Group, LLC166,454$5.76M0.61%+2,20313F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…166,076$5.75M<0.01%+165,89413F-HRTimelineGroup
FLYNN ZITO CAPITAL MANAGEMENT, LLC165,140$5.72M1.55%+15,60113F-HRTimeline
Freedom Financial Partners LLC161,151$5.58M1.82%-23,33013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…158,979$5.5M<0.01%new13F-HRTimelineGroup
MARSHALL WACE, LLPin group MARSHALL WACE, LLP158,399$5.48M<0.01%new13F-HRTimelineGroup
Valmark Advisers, Inc.157,630$5.46M0.06%+3,98413F-HRTimeline
EP Wealth Advisors, LLC156,703$5.43M0.02%-1,52013F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers150,158$5.2M0.01%+77,82313F-HRTimelineGroup
CLG LLC144,156$4.99M1.1%+11,21313F-HRTimeline
MERIDIAN INVESTMENT COUNSEL INC.143,090$4.95M1.06%-1,30013F-HRTimeline
Main Street Financial Solutions, LLC138,026$4.78M0.31%+35,93013F-HRTimeline
Lodestone Wealth Management LLC137,305$4.75M1.68%-4,49113F-HRTimeline
GTS SECURITIES LLC135,878$4.7M0.1%-35,78013F-HRTimeline
EVOLVE PRIVATE WEALTH, LLC133,178$4.67M0.29%+2,52913F-HRTimeline
G&S Capital LLC132,834$4.6M1.33%+1,33513F-HRTimeline
Bare Financial Services, Inc132,486$4.59M1.05%013F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …132,167$4.58M0.05%-6,93113F-HRTimelineGroup
Olistico Wealth, LLC128,717$4.46M1.91%+9,69613F-HRTimeline
Summit Financial, LLC126,244$4.42M0.05%-3,09913F-HRTimeline
STEWARDSHIP CONCEPTS FINANCIAL SERVICES…122,683$4.25M2.86%+71,77113F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…122,659$4.25M0.01%+7,00813F-HRTimelineGroup
Advisory Services Network, LLC120,640$4.18M0.05%+2,05913F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC119,669$4.14M0.01%+44,63713F-HRTimelineGroup
Cyndeo Wealth Partners, LLC115,864$4.01M0.19%+3,27013F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC114,291$3.96M0.06%new13F-HRTimeline
SITTNER & NELSON, LLC113,789$3.94M1.24%+12,31813F-HRTimeline
Transcendent Capital Group LLC104,986$3.63M1.41%+9,36213F-HRTimeline
TOCQUEVILLE ASSET MANAGEMENT L.P.in group TOCQUEVILLE ASSET MANAGEMENT …101,685$3.52M0.05%+9,17713F-HRTimelineGroup
ENDEAVOR PRIVATE WEALTH, INC.100,178$3.51M0.85%+2,10513F-HRTimeline
Western Wealth Management, LLC100,038$3.46M0.11%+2,78613F-HRTimeline
Aspire Growth Partners LLC99,250$3.44M2%+1,57213F-HRTimeline
LANDAAS & CO /WI /ADV96,487$3.34M0.61%+20,59613F-HRTimeline
Clearstead Trust, LLC95,626$3.31M0.43%+18,23613F-HRTimeline
Cedar Point Capital Partners, LLC91,443$3.17M1.82%+4,14513F-HRTimeline
Hopwood Nicholas Hunter90,380$3.13M0.86%+9,37313F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management90,027$3.12M0.09%+59513F-HRTimelineGroup
True Blue Financial, LLC89,407$3.1M1.31%+77213F-HRTimeline
Procyon Advisors, LLC87,664$3.03M0.13%-1,71413F-HRTimeline
ERn Financial, LLC86,256$2.99M0.49%+9,08713F-HRTimeline
Bill Few Associates, Inc.85,922$2.97M0.64%+85113F-HRTimeline
Glaxis Capital Management, LLC85,000$2.94M5.91%-85,20013F-HRTimeline
Entruity Wealth, LLC80,357$2.78M1.8%-52,95513F-HRTimeline
Investmark Advisory Group LLC78,057$2.7M1.03%-61513F-HRTimeline
Charter Capital Management, LLC\DE78,038$2.7M1.2%+1,88213F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…76,468$2.65M0.96%+5,88713F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding74,998$2.6M+3,026Timeline
CWS Financial Advisors, LLC72,983$2.53M0.56%+85013F-HRTimeline
Sigma Planning Corp72,793$2.52M0.06%+1,85313F-HRTimeline
RM Financial Services, LLC70,869$2.45M1.82%+28,25213F-HRTimeline
Farther Finance Advisors, LLC70,779$2.45M0.02%+2,12813F-HRTimeline
Aptus Capital Advisors, LLC70,101$2.43M0.02%-2,50713F-HRTimeline
Fiduciary Alliance LLC66,501$2.3M0.16%-70713F-HRTimeline
Burford Brothers, Inc.65,611$2.27M0.83%-25513F-HRTimeline
Atlas Legacy Advisors, LLC63,093$2.18M0.32%-21213F-HRTimeline
Prime Capital Investment Advisors, LLC63,079$2.18M0.02%+15,93713F-HRTimeline
Trueblood Wealth Management, LLC59,600$2.06M0.72%+57913F-HRTimeline
Rehmann Capital Advisory Group59,081$2.05M0.09%-2313F-HRTimeline
Ashton Thomas Private Wealth, LLC57,090$1.98M0.04%-48913F-HRTimeline
Cushing Capital Partners, LLC56,894$1.97M1.36%-6,85513F-HRTimeline
Wealth Science Advisors LLC53,034$1.84M0.82%-18913F-HRTimeline
Signature Resources Capital Management,…52,939$1.83M0.72%+6,94113F-HRTimeline
Cornell Pochily Investment Advisors, In…52,900$1.83M0.49%-50,66113F-HRTimeline
TD Waterhouse Canada Inc.53,590$1.82M<0.01%+1,45613F-HRTimeline
Bulwark Capital Corp51,681$1.79M1.01%+5,37413F-HRTimeline
Valeo Financial Advisors, LLC51,463$1.78M0.04%-3,10213F-HRTimeline
DAVENPORT & Co LLC50,922$1.76M0.01%+6,78713F-HRTimeline
Vestmark Advisory Solutions, Inc.50,865$1.76M0.02%+5,98713F-HRTimeline
Rose Capital Advisors LLC49,219$1.7M0.91%13F-HRTimeline
KOM Wealth Management Group, LLC47,563$1.65M0.99%+1,36113F-HRTimeline
Kuhn & Co Investment Counsel47,155$1.63M0.94%+93713F-HRTimeline
Swisher Financial Concepts, Inc.46,460$1.61M1.01%-36,11613F-HRTimeline
ROTHSCHILD INVESTMENT LLC46,335$1.6M0.06%+11,71013F-HRTimeline
Pines Wealth Management, LLC46,249$1.6M0.46%+4,24713F-HRTimeline
Duncan Williams Asset Management, LLC44,939$1.56M0.35%+1,85113F-HRTimeline
CVFG LLC43,947$1.52M0.16%+16,05013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\43,821$1.52M<0.01%-22,42213F-HRTimelineGroup
NATIONS FINANCIAL GROUP INC, /IA/ /ADV43,461$1.5M0.07%+3,23813F-HRTimeline
5T Wealth, LLC43,172$1.49M0.56%-14,14813F-HRTimeline
CORNERSTONE ADVISORS ASSET MANAGEMENT, …42,192$1.46M0.19%013F-HRTimeline
Sanctuary Advisors, LLC41,935$1.45M0.01%+1,00013F-HRTimeline
Rather & Kittrell, Inc.40,406$1.4M0.2%013F-HRTimeline
Atlanta Consulting Group Advisors, LLC39,974$1.38M0.22%+3,85513F-HRTimeline
Trinity Wealth Management, LLC38,509$1.33M0.42%+6,46513F-HRTimeline
Mann Financial Group, Inc.38,412$1.33M1.11%-30013F-HRTimeline
PRIVATE TRUST CO NA37,939$1.31M0.11%+3,19413F-HRTimeline
Global Retirement Partners, LLC37,312$1.29M0.02%13F-HRTimeline
Compound Planning, Inc.37,184$1.29M0.03%+1,45513F-HRTimeline
180 WEALTH ADVISORS, LLC37,111$1.28M0.13%+2,71913F-HRTimeline
Greykasell Wealth Strategies, Inc.36,490$1.26M0.46%013F-HRTimeline
IFG Advisory, LLC36,394$1.26M0.04%new13F-HRTimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.36,226$1.25M0.06%+5013F-HRTimelineGroup
Advyzon Investment Management, LLC36,154$1.25M0.09%+9,76013F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP35,774$1.24M<0.01%new13F-HRTimelineGroup
BARNES PETTEY FINANCIAL ADVISORS, LLC34,978$1.21M0.38%013F-HRTimeline
Capital Investment Advisory Services, L…34,940$1.21M0.07%+5,76413F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…34,483$1.19M0.01%+62613F-HRTimelineGroup
National Wealth Management Group, LLC34,386$1.19M0.37%+16,94013F-HRTimeline
Venture Visionary Partners LLC33,809$1.17M0.03%013F-HRTimeline
MBE Wealth Management, LLC33,615$1.16M0.41%new13F-HRTimeline
PFG Advisors33,031$1.14M0.06%+7,23113F-HRTimeline
UHLMANN PRICE SECURITIES, LLC32,921$1.14M0.04%+52113F-HRTimeline
Birchwood Financial Partners, Inc.32,481$1.12M0.92%+13,05313F-HRTimeline
Arkadios Wealth Advisors31,991$1.11M0.02%+1,53213F-HRTimeline
HBW ADVISORY SERVICES LLC31,967$1.11M0.1%-2,20613F-HRTimeline
Vise Technologies, Inc.30,644$1.06M0.01%-25,92513F-HRTimeline
Alpha Financial Partners LLC30,411$1.05M0.55%013F-HRTimeline
HighPoint Advisor Group LLC30,225$1.05M0.04%-23213F-HRTimeline
KINTRA WEALTH, LLC29,503$1.04M0.05%+2,93313F-HRTimeline
VICUS CAPITAL29,658$1.03M0.07%+5,52413F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC29,580$1.02M0.04%+9,02413F-HRTimeline
Fearless Solutions, LLC dba Best Invest29,339$1.02M0.54%-3,09913F-HRTimeline
SilverOak Wealth Management LLC29,129$1.01M0.13%+10,20813F-HRTimeline
CHOREO, LLC28,383$994K0.01%-78813F-HRTimeline
Bridgewealth Advisory Group, LLC28,679$993K0.19%-8,31113F-HRTimeline
Lincoln Capital LLC28,464$985K0.18%+89213F-HRTimeline
OneDigital Investment Advisors LLC28,445$985K0.01%-26,97213F-HRTimeline