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Disclosery

CGXU CAPITAL GROUP INTL FOCUS EQT

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SHS CREAT UNIT (fund)

344 managers (349 13F filers) reported a position in CGXU shares at 2026-03-31, 134,802,939 shares in all. 38 filers opened a position and 19 filers sold out during the quarter.

Managers
344
13F filers
349
New
38
Added
189
Reduced
68
Sold out
19
Shares held by filers
134,802,939

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
AVAII WEALTH MANAGEMENT, LLC25,574$754K0.26%-2,63913F-HRTimeline
ZACKS INVESTMENT MANAGEMENT25,218$744K0.01%013F-HRTimeline
VICUS CAPITAL24,134$712K0.05%+4,38913F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC24,016$708K0.01%+2,21613F-HRTimelineGroup
EXENCIAL WEALTH ADVISORS, LLC23,185$684K0.02%+2,68313F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC22,070$651K0.01%-1,28213F-HRTimeline
Perigon Wealth Management, LLC20,614$608K0.01%+2,75513F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC20,556$606K0.03%+2,67313F-HRTimeline
Ausdal Financial Partners, Inc.20,555$606K0.03%+89313F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…20,528$605K<0.01%new13F-HRTimelineGroup
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…20,515$605K0.01%-54,52213F-HRTimelineGroup
Bond & Devick Financial Network, Inc.20,169$595K0.17%013F-HRTimeline
Junk Investment Group, LLC19,777$583K0.31%13F-HRTimeline
Mascagni Wealth Management, Inc.19,638$579K0.41%+3,41713F-HRTimeline
Birchwood Financial Partners, Inc.19,428$573K0.55%+3,73413F-HRTimeline
JSF Financial, LLC19,321$570K0.11%-16,59513F-HRTimeline
Tradition Wealth Management, LLC19,120$564K0.04%+70013F-HRTimeline
Stonebrook Private Inc.19,084$563K0.12%013F-HRTimeline
SilverOak Wealth Management LLC18,921$558K0.09%+9,21413F-HRTimeline
Clear Creek Financial Management, LLC18,504$546K0.04%+48413F-HRTimeline
Nautilus Advisors LLC18,154$535K0.37%+3,68213F-HRTimeline
tru Independence LLC18,014$531K0.26%-9413F-HRTimeline
Merit Financial Group, LLC17,678$521K<0.01%+1,32613F-HRTimeline
National Wealth Management Group, LLC17,446$514K0.19%+6,68813F-HRTimeline
Round Rock Advisors LLC17,373$512K0.08%-17013F-HRTimeline
RFG Advisory, LLC16,771$495K0.01%-2,32513F-HRTimeline
WEALTHCARE CAPITAL MANAGEMENT LLC16,667$492K0.05%-32713F-HRTimeline
BANQUE PICTET & CIE SA16,318$481K0.01%013F-HRTimeline
Sepio Capital, LP15,837$467K0.03%new13F-HRTimeline
Orca Wealth Management, LLC15,459$456K0.32%+1,37013F-HRTimeline
Vigil Wealth Management, LLC15,240$449K0.36%+3913F-HRTimeline
Opal Wealth Advisors, LLC15,218$449K0.1%+1,24913F-HRTimeline
CRA Financial Services, LLC14,848$438K0.06%-39313F-HRTimeline
SECURITY NATIONAL BANK OF SO DAK14,827$437K0.21%new13F-HRTimeline
Investment Planning Advisors, Inc.14,719$434K0.12%+8713F-HRTimeline
Sovran Advisors, LLC13,349$430K0.03%-8,76813F-HRTimeline
Waverly Advisors, LLC14,484$427K<0.01%+7,62313F-HRTimeline
Arax Advisory Partners14,073$416K0.01%+13,71913F-HRTimeline
SUMMIT WEALTH GROUP LLC / CO14,073$415K0.04%+1,52713F-HRTimeline
Belpointe Asset Management LLC13,967$412K0.02%013F-HRTimeline
Keystone Financial Group13,852$408K0.03%+1,17913F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC13,065$385K0.02%+1,35813F-HRTimelineGroup
MAI Capital Management12,980$383K<0.01%013F-HRTimeline
Mutual Advisors, LLC12,845$379K0.01%+1,99613F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC12,661$373K0.03%+2,53313F-HRTimeline
CapWealth Advisors, LLC12,612$372K0.03%013F-HRTimeline
Advance Capital Management, Inc.12,532$370K0.01%013F-HRTimeline
World Investment Advisors12,498$369K0.01%+4,77213F-HRTimeline
SEAMOUNT FINANCIAL GROUP INC12,354$364K0.16%new13F-HRTimeline
Integrity Advisory Solutions, LLC11,984$353K0.05%+68313F-HRTimeline
IHT Wealth Management, LLC11,961$353K0.01%new13F-HRTimeline
Octavia Wealth Advisors, LLC11,905$351K0.03%+1,07113F-HRTimeline
Walkner Condon Financial Advisors LLC11,650$344K0.05%013F-HRTimeline
Beacon Pointe Advisors, LLC11,577$341K<0.01%new13F-HRTimeline
SCHMIDT P J INVESTMENT MANAGEMENT INC11,486$339K0.06%013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…11,111$332K0.02%013F-HRTimeline
LongView Wealth Management10,285$330K0.08%+21213F-HRTimeline
Quantinno Capital Management LP11,102$327K<0.01%new13F-HRTimeline
Trilogy Capital Inc.11,079$327K0.01%-32513F-HRTimeline
Onyx Bridge Wealth Group LLC11,076$327K0.04%-6513F-HRTimeline
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…11,000$324K0.02%013F-HRTimeline
ZWJ INVESTMENT COUNSEL INC10,977$324K0.01%new13F-HRTimeline
EQ LLC10,846$320K0.09%new13F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC10,658$314K<0.01%013F-HRTimelineGroup
COZAD ASSET MANAGEMENT INC10,476$309K0.02%+2,05613F-HRTimeline
Meridian Wealth Management, LLC10,402$307K0.01%-47613F-HRTimeline
RICHARDS, MERRILL & PETERSON, INC.10,396$307K0.11%new13F-HRTimeline
Dynamic Advisor Solutions LLC10,355$305K0.01%-3,45313F-HRTimeline
Financial Planning Navigators CORP10,177$300K0.13%013F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC10,146$299K0.03%-20713F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…10,130$299K0.01%+1,54013F-HRTimelineGroup
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…9,950$293K0.01%013F-HRTimelineGroup
Carter Financial, LLC9,663$285K0.25%013F-HRTimeline
BLUEDOOR PRIVATE WEALTH, LLC9,625$284K0.13%013F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC9,402$277K<0.01%new13F-HRTimelineGroup
Independent Advisor Alliance9,194$271K<0.01%new13F-HRTimeline
CORA CAPITAL ADVISORS LLC8,827$260K0.09%+613F-HRTimeline
Integrated Wealth Concepts LLC8,804$260K<0.01%new13F-HRTimeline
Latitude Advisors, LLC8,757$258K0.12%013F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP8,522$251K<0.01%-72713F-HRTimelineGroup
INSIGNEO ADVISORY SERVICES, LLC8,300$245K0.02%013F-HRTimeline
CENTAURUS FINANCIAL, INC.8,143$240K0.01%-111,34413F-HRTimeline
Patriot Financial Group Insurance Agenc…8,034$237K0.01%new13F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC8,020$237K<0.01%-73413F-HRTimeline
Allworth Financial LP7,931$234K<0.01%013F-HRTimeline
Baron Wealth Management LLC7,928$234K0.07%new13F-HRTimeline
James J. Burns & Company, LLC7,833$231K0.03%-28413F-HRTimeline
ASHTON THOMAS SECURITIES, LLC7,628$225K0.03%new13F-HRTimeline
CIM, LLC7,498$221K0.03%+23313F-HRTimeline
HANCOCK WHITNEY CORP6,862$221K<0.01%new13F-HRTimeline
ADAMSBROWN WEALTH CONSULTANTS LLC7,021$207K0.05%013F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC7,000$206K<0.01%-4,20013F-HRTimeline
Luminvest Wealth Management LLC6,941$205K0.05%013F-HRTimeline
Faithward Advisors, LLC6,853$202K0.03%-1,66113F-HRTimeline
Avantax Planning Partners, Inc.6,844$202K0.01%013F-HRTimeline
Miller Capital Partners, Inc.6,760$199K0.1%013F-HRTimeline
Crewe Advisors LLC5,089$150K0.01%013F-HRTimeline
Financial Perspectives, Inc4,655$137K0.04%013F-HRTimeline
FMR LLCin group FMR LLC4,427$131K<0.01%+4,42613F-HRTimelineGroup
Root Financial Partners, LLC4,381$129K0.01%013F-HRTimeline
IFP Advisors, Inc4,375$129K<0.01%+2513F-HRTimeline
Key Financial Inc4,047$119K0.02%013F-HRTimeline
Anchor Investment Management, LLC3,743$110K0.01%013F-HRTimeline
Aventura Private Wealth, LLC3,502$103K0.04%013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/3,479$102K<0.01%-2613F-HRTimelineGroup
Richardson Capital Management LLC3,300$97.3K0.05%new13F-HRTimeline
MATHER GROUP, LLC.2,760$81.4K<0.01%new13F-HRTimeline
Pinnacle Bancorp, Inc.2,425$71.5K0.02%013F-HRTimeline
Larson Financial Group LLC2,350$69.3K<0.01%013F-HRTimeline
Parallel Advisors, LLC2,310$68.1K<0.01%new13F-HR/ATimeline
1620 INVESTMENT ADVISORS, INC.2,204$65K0.04%+3013F-HRTimeline
DHJJ Financial Advisors, Ltd.1,559$46K0.02%new13F-HRTimeline
UMB Bank, n.a.1,400$41.3K<0.01%-27113F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
CoreCap Advisors, LLC1,233$36.4K<0.01%-1,58713F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.1,173$34.6K<0.01%013F-HRTimelineGroup
Pinnacle Wealth Planning Services, Inc.1,149$33.9K<0.01%013F-HRTimeline
Roxbury Financial LLC1,147$33.8K0.03%-1113F-HRTimeline
Winch Advisory Services, LLC922$27.2K0.01%013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…922$27.2K<0.01%-613F-HRTimelineGroup
Essential Investment Partners LLC838$24.7K0.02%013F-HRTimeline
Westside Investment Management, Inc.825$24.3K<0.01%+4513F-HRTimeline
Strategic Investment Solutions, Inc. /IL750$22.1K0.01%013F-HRTimeline
CX Institutional751$22K<0.01%-20413F-HRTimeline
Geneos Wealth Management Inc.548$16.2K<0.01%013F-HRTimeline
Sunbelt Securities, Inc.532$15.7K<0.01%013F-HRTimeline
IAG Wealth Partners, LLC528$15.6K<0.01%+6613F-HRTimeline
Rossby Financial, LCC511$15.3K<0.01%+37013F-HRTimeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …509$15K<0.01%013F-HRTimelineGroup
CREATIVE FINANCIAL DESIGNS INC /ADV499$14.7K<0.01%+613F-HRTimeline
Investors Portfolio Services LLC491$14.5K0.01%-67713F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC371$10.9K<0.01%013F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC371$10.9K0.01%013F-HRTimeline
Quent Capital, LLC328$9.67K<0.01%new13F-HRTimeline
Medallion Wealth Advisors, LLC313$9.23K<0.01%-3213F-HRTimeline
VANGUARD ADVISERS INCin group VANGUARD GROUP INC300$8.85K<0.01%13F-HRTimelineGroup
Strategic Wealth Partners, Ltd.300$8.85K<0.01%013F-HRTimeline
MCF Advisors LLC245$7.23K<0.01%-39413F-HRTimeline
Blue Trust, Inc.209$6.16K<0.01%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…182$5.37K<0.01%new13F-HRTimelineGroup
FINANCIAL CONSULATE, INC111$3.27K<0.01%013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC104$3.07K<0.01%new13F-HRTimelineGroup
Marshall & Sterling Wealth Advisors Inc.38$1.12K<0.01%+813F-HRTimeline
New England Capital Financial Advisors …37$1.1K<0.01%013F-HRTimeline
Basepoint Wealth LLC11$324<0.01%new13F-HRTimeline