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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
CAPTRUST FINANCIAL ADVISORS10,176,075$249M0.62%+600,98613F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…7,649,146$187M0.15%+921,45113F-HRTimelineGroup
LPL Financial LLC7,146,522$175M0.07%+3,279,77313F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN5,916,187$145M0.03%+163,14413F-HRTimelineGroup
UBS Group AGin group UBS Group AG4,951,843$121M0.03%+307,44313F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC4,906,682$120M0.05%+542,06313F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA3,800,228$93M0.02%+186,26613F-HR/ATimelineGroup
MORGAN STANLEYin group MORGAN STANLEY3,540,121$86.7M0.01%+740,05713F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC3,533,369$86.5M0.18%+105,53913F-HRTimelineGroup
Capital Group Private Client Services, …in group CAPITAL GROUP INVESTMENT MANA…3,173,279$77.7M0.76%-91,94013F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC3,023,097$74M0.1%-169,22613F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,623,152$39.7M0.09%+67,50813F-HRTimelineGroup
INSPIRION WEALTH ADVISORS, LLC1,505,302$36.8M5.12%+67,95013F-HRTimeline
Confluence Wealth Services, Inc.1,513,042$36.4M2.3%+55,49513F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP1,416,544$34.7M0.04%+64,48713F-HRTimelineGroup
ECLECTIC ASSOCIATES INC /ADV1,398,438$34.2M9.17%+123,82013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding1,384,573$33.9M+59,366Timeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,372,676$33.6M<0.01%+389,65813F-HRTimelineGroup
Cetera Investment Advisers1,366,063$33.4M0.06%+12,74513F-HRTimeline
NewEdge Advisors, LLC1,183,008$29M0.17%+197,37613F-HRTimeline
CPC Advisors, LLC1,136,587$27.8M3.83%-81,28913F-HRTimeline
Janney Montgomery Scott LLC1,110,716$27.2M0.08%+38,87913F-HRTimeline
&PARTNERS1,074,509$26.8M0.28%+153,23813F-HRTimeline
Private Advisor Group, LLC1,087,369$26.6M0.16%+31,30813F-HRTimeline
Cambridge Investment Research Advisors,…1,058,442$25.9M0.09%+73,26013F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO1,015,964$24.9M0.03%+178,72713F-HR/ATimelineGroup
MML INVESTORS SERVICES, LLC985,114$24.1M0.08%+82,22013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP969,533$24.1M0.02%+250,00713F-HR/ATimelineGroup
Kestra Advisory Services, LLCgroup of 2 filers holding957,256$23.4M+34,487Timeline
AdvisorNet Financial, Inc914,208$22.4M1.66%+239,41513F-HRTimeline
SOL Capital Management CO905,950$22.2M2.44%-1,73313F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.881,965$21.6M0.04%+37,01313F-HRTimelineGroup
Legacy CG, LLC690,787$16.9M5.46%+104,88813F-HRTimeline
Souders Financial Advisors688,423$16.9M2.35%+208,85413F-HRTimeline
McGlone Suttner Wealth Management, Inc.678,218$16.6M2.72%+17,26013F-HRTimeline
Sterling Investment Counsel, LLC647,280$15.8M5.42%+295,43013F-HRTimeline
D.A. DAVIDSON & CO.644,761$15.8M0.13%+57,47513F-HRTimeline
DeDora Capital, Inc.608,646$14.9M4.29%+3,10713F-HRTimeline
CW Advisors, LLC588,415$14.8M0.18%new13F-HRTimeline
Koshinski Asset Management, Inc.602,564$14.8M1.25%+56,75613F-HRTimeline
Main Line Retirement Advisors, LLC574,078$14.1M9.13%+9,58813F-HRTimeline
Freedom Financial Partners LLC563,685$13.8M6.43%+61,99113F-HRTimeline
CAHILL FINANCIAL ADVISORS INC540,393$13.2M1.8%+29,75213F-HRTimeline
Bleakley Financial Group, LLC531,744$13M0.42%+25,69813F-HRTimeline
Hopwood Financial Services, Inc.510,610$12.5M9.65%+34,17613F-HRTimeline
Lantz Financial LLC504,387$12.3M3.38%+32,61813F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…492,441$12.1M0.02%+9,86913F-HRTimeline
BetterWealth, LLC479,388$11.7M3.29%+42,22313F-HRTimeline
Strata Wealth Advisors, LLC459,693$11.3M3.5%+370,49913F-HRTimeline
Aprio Wealth Management, LLC430,646$10.5M1.32%+39,31413F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…402,935$9.86M0.54%+125,43613F-HRTimelineGroup
FINANCIAL MANAGEMENT NETWORK INC454,673$9.83M2.21%+6,65213F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC348,143$8.52M0.37%+18,52213F-HR/ATimeline
Vawter Financial, Ltd.339,686$8.32M4.66%+29,89313F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC323,117$7.91M0.22%-26,74313F-HRTimeline
Gutierrez Wealth Advisory, LLC319,375$7.82M6.35%+4,74813F-HRTimeline
Delta Financial Group, Inc.293,543$7.58M1.73%+24,49013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO295,843$7.24M<0.01%-6,91613F-HRTimelineGroup
TKG Advisors, LLC266,819$6.53M3.22%+6,48313F-HRTimeline
Wealthcare Advisory Partners LLCgroup of 2 filers holding263,588$6.45M+28,704Timeline
Burton Enright Welch259,901$6.36M1.29%+23,31113F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC259,150$6.34M0.01%-94,33313F-HR/ATimelineGroup
Ameritas Investment Partners, Inc.group of 2 filers holding254,171$6.23M+53,671Timeline
Sovran Advisors, LLC231,197$5.41M0.7%+48,32613F-HRTimeline
Atria Wealth Solutions, Inc.220,979$5.41M0.07%-10,87513F-HRTimeline
Mason Investment Advisory Services, Inc.212,424$5.2M0.31%-93,80813F-HRTimeline
Riverview Capital Advisers, LLC210,398$5.15M1.62%+39,45613F-HRTimeline
Main Street Financial Solutions, LLC207,870$5.09M0.44%new13F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC207,041$5.07M0.19%+88,71713F-HRTimelineGroup
Bare Financial Services, Inc205,691$5.04M1.93%-98213F-HRTimeline
Triangle Securities Wealth Management203,022$4.97M1.28%+170,58013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
HUB Investment Partners, LLC202,365$4.95M0.2%new13F-HRTimeline
G&S Capital LLC183,883$4.5M1.91%+3813F-HRTimeline
Clearview Wealth Advisors LLC161,747$3.96M2.96%+4,81513F-HRTimeline
Brown Miller Wealth Management, LLC160,571$3.93M1.36%+3,21013F-HRTimeline
Swisher Financial Concepts, Inc.155,560$3.81M3.15%new13F-HRTimeline
Worth Financial Advisory Group, LLC150,767$3.69M2.35%+7,51213F-HRTimeline
SPC Financial, Inc.149,853$3.67M0.32%+6,45213F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.139,347$3.41M0.02%-42613F-HRTimeline
HighTower Advisors, LLC131,344$3.22M<0.01%-157,81513F-HRTimeline
Valmark Advisers, Inc.130,148$3.19M0.05%+10,98613F-HRTimeline
MERIDIAN INVESTMENT COUNSEL INC.125,535$3.07M0.9%new13F-HRTimeline
Cyndeo Wealth Partners, LLC125,504$3.07M0.2%-11,22313F-HRTimeline
Steward Partners Investment Advisory, L…125,187$3.06M0.03%+1,49613F-HRTimeline
SIGNET FINANCIAL MANAGEMENT, LLC120,127$2.94M0.4%-6,21813F-HRTimeline
CENTRAL TRUST Co120,113$2.94M0.07%+18,07013F-HRTimeline
CLG LLC115,076$2.82M0.98%+4,70913F-HRTimeline
Entruity Wealth, LLC113,831$2.79M2.63%-10,34813F-HRTimeline
Investmark Advisory Group LLC108,133$2.65M1.31%+2,50313F-HRTimeline
Advisory Services Network, LLC107,375$2.63M0.05%+2,46113F-HRTimeline
Lodestone Wealth Management LLC107,088$2.62M1.39%-85213F-HRTimeline
Bill Few Associates, Inc.106,517$2.61M0.93%+11,65713F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.100,494$2.46M0.02%+34,58113F-HRTimelineGroup
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …100,402$2.46M0.04%+12,48213F-HRTimelineGroup
LANARK FINANCIAL, INC.98,277$2.4M0.21%+98,18213F-HRTimeline
HARBOUR INVESTMENTS, INC.98,029$2.4M0.07%+68,28413F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…96,350$2.36M0.06%+1,79313F-HRTimelineGroup
Aspire Growth Partners LLC92,083$2.32M2.06%-1,87813F-HRTimeline
Procyon Advisors, LLC94,228$2.31M0.14%+5,57213F-HRTimeline
Dynamic Advisor Solutions LLC93,745$2.29M0.08%+10,02613F-HRTimeline
Olistico Wealth, LLC88,447$2.17M1.34%+10,97413F-HRTimeline
CWM, LLCin group CWM, LLC82,184$2.01M0.01%+6,97613F-HRTimelineGroup
Atlas Legacy Advisors, LLC73,052$1.89M0.48%+2113F-HRTimeline
SITTNER & NELSON, LLC76,691$1.88M0.8%+20,36513F-HRTimeline
Aptus Capital Advisors, LLC71,680$1.75M0.02%+50513F-HRTimeline
Continuum Advisory, LLC70,361$1.72M0.22%+4,21913F-HRTimeline
Cushing Capital Partners, LLC70,209$1.72M1.54%-104,89513F-HRTimeline
Capital Planning LLC69,740$1.71M0.48%-1,76813F-HRTimeline
United Advisor Group, LLC69,390$1.7M0.35%+7,49513F-HRTimeline
BARNES PETTEY FINANCIAL ADVISORS, LLC69,078$1.69M1.32%+1,49813F-HRTimeline
Western Wealth Management, LLC68,765$1.68M0.11%+27,98313F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding67,898$1.66M+8,416Timeline
5T Wealth, LLC66,617$1.63M0.93%-3,91113F-HRTimeline
Cornell Pochily Investment Advisors, In…65,981$1.62M0.57%+8,56813F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC65,761$1.61M<0.01%new13F-HRTimelineGroup
Transcendent Capital Group LLC60,743$1.49M0.84%+8,21113F-HRTimeline
Duncan Williams Asset Management, LLC60,522$1.48M0.54%+6,07013F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC59,588$1.46M0.02%+2,96513F-HRTimelineGroup
Burford Brothers, Inc.59,315$1.45M0.7%+2,10713F-HRTimeline
Orion Porfolio Solutions, LLC59,257$1.45M0.01%-1,290,01813F-HRTimeline
Orion Portfolio Solutions, LLC59,257$1.45M0.01%-1,290,01813F-HR/ATimeline
TOCQUEVILLE ASSET MANAGEMENT L.P.in group TOCQUEVILLE ASSET MANAGEMENT …56,649$1.39M0.02%+5,24413F-HRTimelineGroup
ENDEAVOR PRIVATE WEALTH, INC.56,407$1.38M0.75%+12,01813F-HRTimeline
LongView Wealth Management54,842$1.34M0.4%-7,91913F-HRTimeline
MARSHALL WACE, LLPin group MARSHALL WACE, LLP52,551$1.29M<0.01%+16,99513F-HRTimelineGroup
Wealthspire Retirement, LLC51,824$1.27M0.1%-3,68113F-HRTimeline
Bridgewealth Advisory Group, LLC51,457$1.26M1.66%-231,61913F-HRTimeline
Mariner, LLCin group Mariner, LLC51,223$1.25M<0.01%+18,85313F-HRTimelineGroup
CWS Financial Advisors, LLC51,214$1.25M0.4%+7,68013F-HRTimeline
Rehmann Capital Advisory Group50,818$1.24M0.08%-44113F-HRTimeline
Robertson Stephens Wealth Management, L…49,441$1.21M0.05%-58,06113F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management49,071$1.2M0.04%-49313F-HRTimelineGroup
Trueblood Wealth Management, LLC48,993$1.2M0.56%+7,92313F-HRTimeline
Cornerstone Wealth Management, LLC47,130$1.15M0.08%+20013F-HRTimeline
Signature Wealth Management Group45,482$1.11M0.43%+41013F-HRTimeline
FULLCIRCLE WEALTH LLC44,417$1.1M0.45%+57413F-HRTimeline
Sigma Planning Corp44,047$1.08M0.03%-2,86713F-HRTimeline
CAROLINAS WEALTH CONSULTING LLC43,822$1.07M0.23%-3,71213F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers43,036$1.05M<0.01%+7,52113F-HRTimelineGroup
ERn Financial, LLC42,025$1.03M0.16%+11,64513F-HRTimeline
Capital International Investorsin group Capital International Investo…40,275$986K<0.01%+19,97513F-HRTimelineGroup
Total Clarity Wealth Management, Inc.38,979$962K0.31%013F-HRTimeline
OLD MISSION CAPITAL LLC38,453$941K0.02%-231,47813F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…37,577$920K<0.01%013F-HRTimelineGroup
TD Waterhouse Canada Inc.36,518$901K0.01%+3,55613F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC35,600$871K0.02%+74113F-HRTimeline
GTS SECURITIES LLC34,581$847K0.04%-21,46813F-HRTimeline
Ashton Thomas Private Wealth, LLC34,525$845K0.03%+8,67313F-HRTimeline
KOM Wealth Management Group, LLC34,176$837K0.73%+2,74613F-HRTimeline
Fearless Solutions, LLC dba Best Invest33,991$832K0.65%-2,93713F-HRTimeline
WOODMONT INVESTMENT COUNSEL LLC33,973$832K0.06%+5,89813F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…33,857$829K0.01%013F-HRTimelineGroup
LODESTAR PRIVATE ASSET MANAGEMENT LLC33,674$824K0.1%+69613F-HRTimeline
Pines Wealth Management, LLC37,553$805K0.37%-71713F-HRTimeline
Sanctuary Advisors, LLC32,843$804K0.01%-144,08913F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\32,801$803K<0.01%+8413F-HRTimelineGroup
Clear Creek Financial Management, LLC31,805$779K0.08%-48013F-HRTimeline
AVAII WEALTH MANAGEMENT, LLC31,289$766K0.41%+2,44513F-HR/ATimeline
Greykasell Wealth Strategies, Inc.30,986$759K0.4%+38913F-HRTimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.30,567$748K0.05%+3,10913F-HRTimelineGroup
NATIONS FINANCIAL GROUP INC, /IA/ /ADV29,760$729K0.06%+2,55013F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…29,682$727K0.12%+16,75613F-HRTimeline
Lincoln Capital LLC29,912$707K0.15%+63413F-HRTimeline
180 WEALTH ADVISORS, LLC28,409$701K0.11%+52813F-HRTimeline
UHLMANN PRICE SECURITIES, LLC27,902$683K0.5%+18,11113F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…27,814$681K0.01%new13F-HRTimelineGroup
CHOREO, LLC27,284$668K0.01%-23713F-HRTimeline
PRIVATE TRUST CO NA26,872$658K0.07%new13F-HRTimeline
PFG Advisors26,533$650K0.04%+2,39713F-HRTimeline
CORNERSTONE ADVISORS ASSET MANAGEMENT, …25,951$635K0.13%013F-HRTimeline
Summit Investment Advisory Services, LLC25,193$617K0.3%+5,45813F-HRTimeline
Moloney Securities Asset Management, LLC23,110$566K0.08%+12,00013F-HRTimeline
Good Life Advisors, LLC22,629$554K0.04%-9,93913F-HRTimeline
FLYNN ZITO CAPITAL MANAGEMENT, LLC22,021$539K0.25%new13F-HRTimeline
EAGLE ROCK INVESTMENT COMPANY, LLC21,940$537K0.09%+3,04713F-HRTimeline
RFG Advisory, LLC21,640$530K0.01%-2,89913F-HRTimeline
Round Rock Advisors LLC21,556$528K0.1%-5,03613F-HRTimeline
KINTRA WEALTH, LLC20,450$501K0.34%new13F-HRTimeline
Stonebrook Private Inc.20,162$494K0.13%-73713F-HRTimeline
HRT FINANCIAL LP20,065$491K<0.01%new13F-HRTimeline
Signature Resources Capital Management,…19,752$484K0.42%+12,84913F-HRTimeline
tru Independence LLC19,614$480K0.15%013F-HRTimeline
Ausdal Financial Partners, Inc.19,454$476K0.04%+2,55113F-HRTimeline
Merit Financial Group, LLC19,325$473K0.01%-93013F-HRTimeline
DAVENPORT & Co LLC19,137$468K<0.01%-6513F-HRTimeline
COMERICA BANK18,700$458K<0.01%-21,58013F-HRTimeline
FIRST NATIONAL CORP /MA/ /ADV18,676$457K0.1%+1,93113F-HRTimeline
Compound Planning, Inc.18,504$453K0.02%+3,36313F-HRTimeline
Bond & Devick Financial Network, Inc.18,421$451K0.16%+1,14813F-HRTimeline
Tradition Wealth Management, LLC18,420$451K0.04%+1,00013F-HRTimeline
ZACKS INVESTMENT MANAGEMENT18,312$448K<0.01%+1,35013F-HRTimeline
Quadrature Capital Ltdin group Quadrature Capital Ltd17,804$435K0.01%-67513F-HRTimelineGroup
Kuhn & Co Investment Counsel16,982$416K0.35%new13F-HRTimeline
Investment Planning Advisors, Inc.16,709$409K0.17%new13F-HRTimeline
Rather & Kittrell, Inc.16,420$402K0.09%+1,12313F-HRTimeline
BANQUE PICTET & CIE SA16,318$399K<0.01%013F-HRTimeline
Mascagni Wealth Management, Inc.16,173$396K0.39%013F-HR/ATimeline
ROTHSCHILD INVESTMENT LLC16,150$395K0.03%-40513F-HRTimeline
LANDAAS & CO /WI /ADV16,054$393K0.11%new13F-HRTimeline
Quantinno Capital Management LP16,019$392K<0.01%-8,08313F-HRTimeline