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Disclosery

CGXU CAPITAL GROUP INTL FOCUS EQT

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SHS CREAT UNIT (fund)

296 managers (300 13F filers) reported a position in CGXU shares at 2025-09-30, 109,508,817 shares in all. 24 filers opened a position and 12 filers sold out during the quarter.

Managers
296
13F filers
300
New
24
Added
175
Reduced
70
Sold out
12
Shares held by filers
109,508,817

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
BANQUE PICTET & CIE SA16,318$483K<0.01%013F-HRTimeline
VICUS CAPITAL16,235$481K0.04%+6,63713F-HRTimeline
Orion Porfolio Solutions, LLC15,740$466K<0.01%+5,57913F-HRTimeline
Mascagni Wealth Management, Inc.15,679$464K0.36%+22013F-HRTimeline
ROTHSCHILD INVESTMENT LLC15,550$461K0.03%-40013F-HRTimeline
Opal Wealth Advisors, LLC14,250$422K0.12%+1,15713F-HRTimeline
Venture Visionary Partners LLC14,192$420K0.01%+5,80013F-HRTimeline
Nautilus Advisors LLC14,036$416K0.28%+90113F-HRTimeline
Belpointe Asset Management LLC13,967$414K0.02%+10713F-HRTimeline
Walkner Condon Financial Advisors LLC13,525$401K0.06%-90013F-HRTimeline
CRA Financial Services, LLC13,365$396K0.05%+82513F-HRTimeline
Moloney Securities Asset Management, LLC13,110$388K0.05%-19,70013F-HRTimeline
MAI Capital Management12,980$384K<0.01%013F-HRTimeline
Perigon Wealth Management, LLC12,811$379K0.01%+4,29513F-HRTimeline
CapWealth Advisors, LLC12,558$372K0.03%+5213F-HR/ATimeline
OneDigital Investment Advisors LLC12,403$367K<0.01%013F-HRTimeline
Orca Wealth Management, LLC12,328$365K0.28%-10813F-HRTimeline
J.W. COLE ADVISORS, INC.11,745$348K0.01%+1,23313F-HRTimeline
Sowell Financial Services LLC11,497$341K0.01%+1,50013F-HRTimeline
Alpha Financial Partners LLC11,417$338K0.22%+1613F-HRTimeline
Trilogy Capital Inc.11,347$336K0.02%+17313F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC11,339$336K0.01%-13713F-HRTimelineGroup
LODESTAR PRIVATE ASSET MANAGEMENT LLC11,318$335K0.04%-3,53413F-HRTimeline
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…11,000$326K0.02%-5,00013F-HRTimeline
Meridian Wealth Management, LLC10,842$321K0.01%new13F-HRTimeline
Octavia Wealth Advisors, LLC10,732$318K0.03%+20013F-HRTimeline
KINTRA WEALTH, LLC10,655$316K0.18%+513F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC10,217$303K<0.01%new13F-HRTimelineGroup
LongView Wealth Management10,052$298K0.08%-2013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…10,964$296K0.02%+613F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…9,950$295K0.01%013F-HRTimelineGroup
Waverly Advisors, LLC9,751$289K<0.01%013F-HRTimeline
Quantinno Capital Management LP9,746$289K<0.01%-6613F-HRTimeline
Mach-1 Financial Group, LLC9,724$288K0.05%new13F-HRTimeline
Integrity Advisory Solutions, LLC9,724$288K0.05%13F-HRTimeline
Faithward Advisors, LLC9,570$283K0.04%+1,20713F-HRTimeline
SCHMIDT P J INVESTMENT MANAGEMENT INC9,490$281K0.05%new13F-HRTimeline
Advyzon Investment Management, LLC9,278$275K0.05%+1,07713F-HRTimeline
Latitude Advisors, LLC8,715$258K0.12%new13F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…8,387$248K0.01%013F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP8,298$246K<0.01%new13F-HRTimelineGroup
HARBOR INVESTMENT ADVISORY, LLC8,140$241K0.02%+6,60113F-HRTimeline
Pure Financial Advisors, LLC8,106$240K<0.01%+26313F-HRTimeline
Capital Investment Advisory Services, L…8,041$238K0.02%new13F-HRTimeline
Willow Creek Wealth Management Inc.7,819$232K0.02%013F-HRTimeline
Mutual Advisors, LLC7,634$231K0.01%new13F-HRTimeline
Advance Capital Management, Inc.7,656$227K0.01%013F-HRTimeline
James J. Burns & Company, LLC7,392$219K0.03%new13F-HRTimeline
National Wealth Management Group, LLC7,312$217K0.08%new13F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…7,087$210K0.42%-113,68213F-HRTimeline
Avantax Planning Partners, Inc.6,844$203K0.01%new13F-HRTimeline
CENTAURUS FINANCIAL, INC.5,445$161K0.01%+3513F-HRTimeline
Allworth Financial LP5,158$153K<0.01%013F-HRTimeline
Crewe Advisors LLC5,089$151K0.01%013F-HRTimeline
Farther Finance Advisors, LLC4,667$138K<0.01%+1,50913F-HRTimeline
Financial Perspectives, Inc4,655$138K0.04%013F-HRTimeline
Root Financial Partners, LLC4,409$131K0.01%new13F-HRTimeline
Key Financial Inc4,047$121K0.02%013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/3,505$104K<0.01%-1113F-HRTimelineGroup
Aventura Private Wealth, LLC3,502$104K0.04%013F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.3,237$95.9K0.06%+1,06013F-HRTimeline
MATHER GROUP, LLC.2,760$81.8K<0.01%new13F-HRTimeline
Pinnacle Bancorp, Inc.2,425$71.8K0.02%013F-HRTimeline
IFP Advisors, Inc2,386$70.7K<0.01%+1,21013F-HR/ATimeline
Larson Financial Group LLC2,350$69.6K<0.01%013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.2,320$68.7K<0.01%013F-HRTimelineGroup
1620 INVESTMENT ADVISORS, INC.2,174$64.4K0.04%+27513F-HRTimeline
UMB Bank, n.a.1,671$49.5K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.1,173$34.7K<0.01%new13F-HRTimelineGroup
Roxbury Financial LLC1,158$34.3K0.03%013F-HRTimeline
Wealthspire Advisors, LLC1,000$29.6K<0.01%new13F-HRTimeline
CLEAR INVESTMENT RESEARCH, LLC997$29.5K0.04%-5713F-HRTimeline
CoreCap Advisors, LLC966$28.6K<0.01%+26313F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…934$27.7K<0.01%-60313F-HRTimelineGroup
Winch Advisory Services, LLC903$26.7K0.01%+513F-HRTimeline
Strategic Investment Solutions, Inc. /IL750$22.2K0.01%013F-HRTimeline
CX Institutional720$21K<0.01%013F-HRTimeline
Westside Investment Management, Inc.615$18.2K<0.01%+6513F-HRTimeline
Financial Connections Group, Inc.637$18K0.01%new13F-HRTimeline
LANARK FINANCIAL, INC.600$17.8K<0.01%-112,34413F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC586$17.4K0.01%-15613F-HRTimeline
Geneos Wealth Management Inc.548$16.2K<0.01%-6,90113F-HRTimeline
Sunbelt Securities, Inc.532$15.8K<0.01%new13F-HRTimeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …509$15.1K<0.01%13F-HRTimelineGroup
CREATIVE FINANCIAL DESIGNS INC /ADV470$13.9K<0.01%+513F-HRTimeline
IAG Wealth Partners, LLC462$13.7K<0.01%013F-HRTimeline
MCF Advisors LLC399$11.8K<0.01%-813F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC371$11K<0.01%new13F-HRTimeline
Arax Advisory Partners354$10.5K<0.01%-55913F-HRTimeline
Medallion Wealth Advisors, LLC345$10.2K<0.01%013F-HRTimeline
Blue Trust, Inc.209$6.19K<0.01%new13F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…184$5.45K<0.01%new13F-HRTimelineGroup
REDMONT WEALTH ADVISORS LLC148$4.38K0.01%013F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC49$1.45K<0.01%-3,48613F-HRTimeline
New England Capital Financial Advisors …36$1.06K<0.01%+113F-HRTimeline
CITIGROUP INCin group CITIGROUP INC2$59<0.01%-1113F-HRTimelineGroup