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Disclosery

CGXU CAPITAL GROUP INTL FOCUS EQT

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SHS CREAT UNIT (fund)

273 managers (278 13F filers) reported a position in CGXU shares at 2025-03-31, 106,704,097 shares in all. 26 filers opened a position and 13 filers sold out during the quarter.

Managers
273
13F filers
278
New
26
Added
152
Reduced
69
Sold out
13
Shares held by filers
106,704,097

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…16,000$392K0.02%13F-HRTimeline
Walkner Condon Financial Advisors LLC15,825$387K0.08%+10013F-HRTimeline
Tennessee Valley Asset Management Partn…14,745$361K0.06%+2,43013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC13,997$345K0.01%013F-HRTimelineGroup
IFG Advisory, LLC13,962$342K0.02%+4,12013F-HRTimeline
Prospera Financial Services Inc13,939$341K0.01%-2,22613F-HRTimeline
Belpointe Asset Management LLC13,860$339K0.02%013F-HRTimeline
Nautilus Advisors LLC13,735$336K0.28%new13F-HRTimeline
Opal Wealth Advisors, LLC13,282$325K0.1%+7913F-HRTimeline
CRA Financial Services, LLC13,040$319K0.05%-46,05113F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…13,022$319K0.03%-1,58813F-HRTimeline
MAI Capital Management12,980$318K<0.01%+2,26013F-HRTimeline
AMERIFLEX GROUP, INC.12,829$314K0.13%+4,82213F-HRTimeline
CapWealth Advisors, LLC12,506$306K0.03%013F-HRTimeline
OneDigital Investment Advisors LLC12,403$304K<0.01%-47513F-HRTimeline
Trilogy Capital Inc.12,309$301K0.02%+48713F-HRTimeline
Orca Wealth Management, LLC11,992$294K0.26%013F-HRTimeline
Alpha Financial Partners LLC11,401$279K0.22%new13F-HRTimeline
Waverly Advisors, LLC11,119$272K<0.01%+1,04313F-HRTimeline
Advance Capital Management, Inc.10,873$266K0.01%-1,26513F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC10,800$264K<0.01%-9,40013F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC10,540$258K0.01%+84113F-HRTimelineGroup
Octavia Wealth Advisors, LLC10,363$254K0.03%-1,04313F-HRTimeline
Simmons Bankin group Simmons Bank10,362$254K0.02%013F-HRTimelineGroup
CVFG LLC10,330$253K0.23%new13F-HRTimeline
J.W. COLE ADVISORS, INC.10,125$248K0.01%new13F-HRTimeline
Prime Capital Investment Advisors, LLC10,028$245K<0.01%new13F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…9,950$244K0.01%-50013F-HRTimelineGroup
Geneos Wealth Management Inc.5,493$242K<0.01%+2,68713F-HRTimeline
WEALTHCARE CAPITAL MANAGEMENT LLC9,171$225K0.02%-2713F-HRTimeline
Pure Financial Advisors, LLC9,142$224K<0.01%013F-HRTimeline
Tempus Wealth Planning, LLC8,947$219K0.07%+39413F-HRTimeline
WNY Asset Management, LLC8,915$218K0.03%+31313F-HRTimeline
Creative Planningin group Creative Planning8,722$214K<0.01%new13F-HRTimelineGroup
Faithward Advisors, LLC8,404$206K0.04%-27713F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…8,387$205K0.01%013F-HRTimelineGroup
Colonial Trust Co / SCin group Colonial Trust Advisors7,222$177K0.03%013F-HRTimelineGroup
Allworth Financial LP5,158$126K<0.01%-9713F-HRTimeline
Crewe Advisors LLC5,089$125K0.02%013F-HRTimeline
Financial Perspectives, Inc4,655$114K0.04%-33513F-HRTimeline
Key Financial Inc4,047$99.1K0.02%013F-HRTimeline
Aventura Private Wealth, LLC3,502$85.7K0.04%013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/3,500$85.6K<0.01%-36113F-HRTimelineGroup
CarsonAllaria Wealth Management, Ltd.2,903$71.1K0.04%013F-HRTimeline
MATHER GROUP, LLC.2,760$67.6K<0.01%013F-HRTimeline
1620 INVESTMENT ADVISORS, INC.2,731$66.9K0.05%-29813F-HRTimeline
Pinnacle Bancorp, Inc.2,425$59.4K0.02%-11513F-HRTimeline
Larson Financial Group LLC2,350$57.5K<0.01%-20013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…2,192$53.7K<0.01%-3,51913F-HRTimelineGroup
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.2,320$49.7K<0.01%013F-HRTimelineGroup
Marshall & Sterling Wealth Advisors Inc.1,737$42.5K0.03%+1,69013F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC1,507$36.9K<0.01%013F-HRTimeline
CLEAR INVESTMENT RESEARCH, LLC1,355$33.2K0.04%013F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.1,240$30.4K<0.01%013F-HRTimelineGroup
Whipplewood Advisors, LLC546$26.7K0.02%-55813F-HRTimeline
Stonebridge Financial Group, LLC950$23.3K<0.01%013F-HRTimeline
Winch Advisory Services, LLC898$22K0.01%013F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC742$18.2K0.01%013F-HRTimeline
CX Institutional720$18K<0.01%new13F-HRTimeline
Strategic Investment Solutions, Inc. /IL700$17.1K<0.01%013F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC626$15.3K<0.01%new13F-HRTimeline
Westside Investment Management, Inc.550$13.5K<0.01%new13F-HRTimeline
IFP Advisors, Inc549$13.5K<0.01%+11213F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV465$11.4K<0.01%013F-HRTimeline
IAG Wealth Partners, LLC462$11.3K<0.01%+7013F-HRTimeline
MCF Advisors LLC407$9.96K<0.01%+4413F-HRTimeline
CoreCap Advisors, LLC373$9.14K<0.01%-1,40813F-HRTimeline
Medallion Wealth Advisors, LLC345$8.52K<0.01%new13F-HRTimeline
New England Capital Financial Advisors …166$4.06K<0.01%+5813F-HRTimeline
REDMONT WEALTH ADVISORS LLC148$3.62K0.01%new13F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC33$815<0.01%013F-HRTimeline
Capital A Wealth Management, LLC25$612<0.01%+113F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0-7,81613F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.