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Disclosery

CGXU CAPITAL GROUP INTL FOCUS EQT

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SHS CREAT UNIT (fund)

332 managers (335 13F filers) reported a position in CGXU shares at 2025-12-31, 119,495,560 shares in all. 36 filers opened a position and 17 filers sold out during the quarter.

Managers
332
13F filers
335
New
36
Added
188
Reduced
56
Sold out
17
Shares held by filers
119,495,560

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
CVFG LLC20,028$592K0.41%+1,38913F-HRTimeline
VICUS CAPITAL19,745$583K0.04%+3,51013F-HRTimeline
Ausdal Financial Partners, Inc.19,662$581K0.03%-98113F-HRTimeline
PFG Advisors19,349$572K0.03%-12,26113F-HRTimeline
RFG Advisory, LLC19,096$564K0.01%+2,21113F-HRTimeline
Stonebrook Private Inc.19,084$564K0.12%-7213F-HRTimeline
Capital Investment Advisory Services, L…19,031$562K0.04%+10,99013F-HRTimeline
Advyzon Investment Management, LLC18,540$548K0.06%+9,26213F-HRTimeline
Tradition Wealth Management, LLC18,420$544K0.04%013F-HRTimeline
tru Independence LLC18,108$535K0.13%+49113F-HRTimeline
Clear Creek Financial Management, LLC18,020$532K0.04%-5,09413F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC17,883$528K0.02%-7,30413F-HRTimeline
Perigon Wealth Management, LLC17,859$528K0.01%+5,04813F-HRTimeline
Round Rock Advisors LLC17,543$518K0.08%013F-HR/ATimeline
WEALTHCARE CAPITAL MANAGEMENT LLC16,994$502K0.05%-9713F-HRTimeline
ROTHSCHILD INVESTMENT LLC16,800$496K0.03%+1,25013F-HRTimeline
J.W. COLE ADVISORS, INC.18,429$495K0.01%+6,68413F-HRTimeline
Merit Financial Group, LLC16,352$483K<0.01%-40113F-HRTimeline
BANQUE PICTET & CIE SA16,318$482K<0.01%013F-HRTimeline
Mascagni Wealth Management, Inc.16,221$479K0.36%+54213F-HRTimeline
Orion Porfolio Solutions, LLC15,902$470K<0.01%+16213F-HRTimeline
Venture Visionary Partners LLC15,797$467K0.02%+1,60513F-HRTimeline
Birchwood Financial Partners, Inc.15,694$464K0.46%13F-HRTimeline
CRA Financial Services, LLC15,241$450K0.06%+1,87613F-HRTimeline
Vigil Wealth Management, LLC15,201$449K0.37%13F-HRTimeline
Orca Wealth Management, LLC14,089$446K0.32%+1,76113F-HRTimeline
Arkadios Wealth Advisors15,086$446K0.01%new13F-HRTimeline
Investment Planning Advisors, Inc.14,632$432K0.13%new13F-HRTimeline
Nautilus Advisors LLC14,472$428K0.28%+43613F-HRTimeline
Opal Wealth Advisors, LLC13,969$413K0.11%-28113F-HRTimeline
Belpointe Asset Management LLC13,967$413K0.01%013F-HRTimeline
Dynamic Advisor Solutions LLC13,808$408K0.01%-70,99113F-HRTimeline
Vantus Wealth LLC13,144$388K0.29%13F-HRTimeline
MAI Capital Management12,980$384K<0.01%013F-HRTimeline
Keystone Financial Group12,673$374K0.03%new13F-HRTimeline
CapWealth Advisors, LLC12,612$373K0.03%+5413F-HR/ATimeline
SUMMIT WEALTH GROUP LLC / CO12,546$371K0.05%new13F-HRTimeline
Advance Capital Management, Inc.12,532$370K0.02%+4,87613F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC11,707$346K0.01%+36813F-HRTimelineGroup
Walkner Condon Financial Advisors LLC11,650$344K0.05%-1,87513F-HRTimeline
SCHMIDT P J INVESTMENT MANAGEMENT INC11,486$339K0.06%+1,99613F-HRTimeline
Alpha Financial Partners LLC11,483$339K0.21%+6613F-HRTimeline
Trilogy Capital Inc.11,404$337K0.02%+5713F-HRTimeline
Integrity Advisory Solutions, LLC11,301$334K0.05%+1,57713F-HRTimeline
Quadrature Capital Ltdin group Quadrature Capital Ltd11,217$331K<0.01%new13F-HRTimelineGroup
RENAISSANCE TECHNOLOGIES LLC11,200$331K<0.01%new13F-HRTimeline
Onyx Bridge Wealth Group LLC11,141$329K0.04%new13F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…11,111$328K0.02%+14713F-HRTimeline
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…11,000$325K0.02%013F-HRTimeline
KINTRA WEALTH, LLC10,898$322K0.04%+24313F-HRTimeline
Meridian Wealth Management, LLC10,878$321K0.01%+3613F-HRTimeline
Mutual Advisors, LLC10,849$321K0.01%+3,21513F-HRTimeline
Octavia Wealth Advisors, LLC10,834$320K0.03%+10213F-HRTimeline
National Wealth Management Group, LLC10,758$318K0.11%+3,44613F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC10,658$315K<0.01%+44113F-HRTimelineGroup
LongView Wealth Management10,073$314K0.08%+2113F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC10,353$306K0.03%-96513F-HRTimeline
Financial Planning Navigators CORP10,177$301K0.14%13F-HRTimeline
Pure Financial Advisors, LLC10,154$300K<0.01%+2,04813F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC10,128$299K0.02%+1,98813F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…9,950$294K0.01%013F-HRTimelineGroup
SilverOak Wealth Management LLC9,707$287K0.04%new13F-HRTimeline
Carter Financial, LLC9,663$286K0.25%13F-HRTimeline
BLUEDOOR PRIVATE WEALTH, LLC9,625$284K0.13%13F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP9,249$273K<0.01%+95113F-HRTimelineGroup
CORA CAPITAL ADVISORS LLC8,821$261K0.1%new13F-HRTimeline
Latitude Advisors, LLC8,757$259K0.11%+4213F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC8,754$259K<0.01%new13F-HRTimeline
Stokes Family Office, LLC8,694$257K0.02%-31,28113F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…8,590$254K0.01%+20313F-HRTimelineGroup
Faithward Advisors, LLC8,514$252K0.04%-1,05613F-HRTimeline
COZAD ASSET MANAGEMENT INC8,420$249K0.02%new13F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC8,300$245K0.02%new13F-HRTimeline
James J. Burns & Company, LLC8,117$240K0.03%+72513F-HRTimeline
Allworth Financial LP7,931$234K<0.01%+2,77313F-HRTimeline
World Investment Advisors7,726$228K<0.01%new13F-HR/ATimeline
CIM, LLC7,265$215K0.03%new13F-HRTimeline
Welch Group, LLC7,119$210K0.01%new13F-HRTimeline
ADAMSBROWN WEALTH CONSULTANTS LLC7,021$207K0.06%new13F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC7,015$207K0.01%new13F-HRTimeline
Luminvest Wealth Management LLC6,941$205K0.06%new13F-HRTimeline
Harborfront Financial Group LLC6,882$203K1.51%13F-HRTimeline
Waverly Advisors, LLC6,861$203K<0.01%-2,89013F-HRTimeline
Avantax Planning Partners, Inc.6,844$202K0.01%013F-HRTimeline
Miller Capital Partners, Inc.6,760$200K0.1%13F-HRTimeline
Crewe Advisors LLC5,089$150K0.01%013F-HRTimeline
Financial Perspectives, Inc4,655$138K0.04%013F-HRTimeline
Root Financial Partners, LLC4,381$129K0.01%-2813F-HRTimeline
IFP Advisors, Inc4,350$129K<0.01%+1,96413F-HRTimeline
Key Financial Inc4,047$120K0.02%013F-HRTimeline
Anchor Investment Management, LLC3,743$111K0.01%new13F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/3,505$104K<0.01%013F-HRTimelineGroup
Aventura Private Wealth, LLC3,502$103K0.04%013F-HRTimeline
CoreCap Advisors, LLC2,820$83.3K<0.01%+1,85413F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.2,756$81.4K<0.01%+43613F-HRTimelineGroup
Pinnacle Bancorp, Inc.2,425$71.7K0.02%013F-HRTimeline
Larson Financial Group LLC2,350$69.4K<0.01%013F-HRTimeline
1620 INVESTMENT ADVISORS, INC.2,174$64.2K0.04%013F-HRTimeline
UMB Bank, n.a.1,671$49.4K<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%013F-HRTimelineGroup
Investors Portfolio Services LLC1,168$34.5K0.03%13F-HRTimeline
Roxbury Financial LLC1,158$34.2K0.03%013F-HRTimeline
Pinnacle Wealth Planning Services, Inc.1,149$34K<0.01%new13F-HRTimeline
QUADRANT CAPITAL GROUP LLC950$28.1K<0.01%new13F-HRTimeline
CX Institutional955$28K<0.01%+23513F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…928$27.4K<0.01%-613F-HRTimelineGroup
Winch Advisory Services, LLC922$27.3K0.01%+1913F-HRTimeline
Essential Investment Partners LLC838$24.8K0.02%13F-HRTimeline
Westside Investment Management, Inc.780$23K<0.01%+16513F-HRTimeline
Strategic Investment Solutions, Inc. /IL750$22.2K0.01%013F-HRTimeline
MCF Advisors LLC639$18.9K<0.01%+24013F-HRTimeline
Geneos Wealth Management Inc.548$16.2K<0.01%013F-HRTimeline
Sunbelt Securities, Inc.532$15.7K<0.01%013F-HRTimeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …509$15K<0.01%013F-HRTimelineGroup
CREATIVE FINANCIAL DESIGNS INC /ADV493$14.6K<0.01%+2313F-HRTimeline
IAG Wealth Partners, LLC462$13.7K<0.01%013F-HRTimeline
SageView Advisory Group, LLC388$11.5K<0.01%new13F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC371$11K<0.01%013F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC371$11K0.01%-21513F-HRTimeline
Arax Advisory Partners354$10.5K<0.01%013F-HRTimeline
Medallion Wealth Advisors, LLC345$10.2K<0.01%013F-HRTimeline
Strategic Wealth Partners, Ltd.300$8.87K<0.01%new13F-HRTimeline
Blue Trust, Inc.209$6.18K<0.01%013F-HRTimeline
REDMONT WEALTH ADVISORS LLC148$4.37K0.01%013F-HRTimeline
Rossby Financial, LCC141$4.17K<0.01%new13F-HRTimeline
FINANCIAL CONSULATE, INC111$3.28K<0.01%new13F-HRTimeline
Smartleaf Asset Management LLC89$2.64K<0.01%-39,70113F-HRTimeline
Merited Wealth, LLC69$2.04K<0.01%13F-HRTimeline
New England Capital Financial Advisors …37$1.1K<0.01%+113F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.30$884<0.01%-3,20713F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC24$709<0.01%-2513F-HRTimeline
FMR LLCin group FMR LLC1$30<0.01%new13F-HRTimelineGroup