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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
LPL Financial LLC13,849,090$409M0.11%+2,364,36813F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…7,587,943$224M0.14%+257,46813F-HR/ATimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN5,817,543$172M0.03%+221,02913F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC5,190,076$153M0.05%+44,56113F-HRTimelineGroup
UBS Group AGin group UBS Group AG5,061,926$150M0.03%+218,91813F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY4,704,190$139M0.01%+335,23713F-HR/ATimelineGroup
Cerity Partners LLCin group Cerity Partners LLC4,133,960$122M0.18%-39,56713F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA4,129,380$122M0.02%+106,62913F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS3,883,153$115M0.22%-169,68313F-HRTimeline
Capital Group Private Client Services, …in group CAPITAL GROUP INVESTMENT MANA…3,236,719$95.6M1.52%+44,18813F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC2,860,709$84.5M0.11%+64,67013F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/2,110,846$62.4M<0.01%+304,67813F-HRTimelineGroup
SEI INVESTMENTS COin group SEI INVESTMENTS CO2,069,865$61.2M0.06%+354,08213F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP1,988,449$58.8M0.05%+221,30113F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,987,639$58.7M0.09%+145,19913F-HRTimelineGroup
INSPIRION WEALTH ADVISORS, LLC1,890,344$55.9M6.84%+525,83813F-HRTimeline
Confluence Wealth Services, Inc.1,836,033$54.3M2.25%+95,44113F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC1,654,718$48.9M0.01%+106,71813F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP1,629,715$48.2M0.03%+257,65513F-HRTimelineGroup
ECLECTIC ASSOCIATES INC /ADV1,585,281$46.8M7.31%+91,06613F-HRTimeline
Private Advisor Group, LLC1,455,359$43M0.2%+397,74413F-HRTimeline
&PARTNERS1,388,534$41M0.21%+44,18613F-HRTimeline
Cetera Investment Advisers1,382,353$40.8M0.04%-127,87913F-HRTimeline
CPC Advisors, LLC1,274,494$37.7M3.8%+30,81713F-HRTimeline
Aprio Wealth Management, LLC1,255,985$37.1M2.13%+718,70213F-HRTimeline
Janney Montgomery Scott LLC1,187,862$35.1M0.08%-65,85313F-HRTimeline
MML INVESTORS SERVICES, LLC1,110,461$32.8M0.08%+59,29013F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding1,098,826$32.5M+100,055Timeline
AdvisorNet Financial, Inc1,068,173$31.6M1.68%+41,84813F-HRTimeline
Cambridge Investment Research Advisors,…1,040,788$30.8M0.08%+100,72613F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.969,747$28.7M0.04%+32,02313F-HRTimelineGroup
SOL Capital Management CO853,723$25.2M2.27%-45,02813F-HRTimeline
Armstrong, Fleming & Moore, Inc779,611$23M10.64%+20,58813F-HRTimeline
McGlone Suttner Wealth Management, Inc.732,675$21.7M2.91%+23,01113F-HRTimeline
Sterling Investment Counsel, LLC717,100$21.2M6.07%+17,15713F-HRTimeline
Mason Investment Advisory Services, Inc.707,368$20.9M0.99%+82,92813F-HRTimeline
D.A. DAVIDSON & CO.688,808$20.4M0.12%+43,10313F-HRTimeline
Main Line Retirement Advisors, LLC669,077$19.8M10.01%+7,71013F-HR/ATimeline
Wealthcare Advisory Partners LLCgroup of 2 filers holding648,035$19.1M+121,680Timeline
Souders Financial Advisors611,804$18.1M2.07%+11,13613F-HRTimeline
NewEdge Advisors, LLC602,631$17.8M0.06%+8,27113F-HRTimeline
DeDora Capital, Inc.601,170$17.8M4.21%+8,10313F-HRTimeline
Lantz Financial LLC591,770$17.5M3.69%+39,16413F-HRTimeline
CAHILL FINANCIAL ADVISORS INC577,499$17.1M1.87%-21,39513F-HRTimeline
Hopwood Financial Services, Inc.567,837$16.8M11.81%+24,13313F-HRTimeline
BetterWealth, LLC555,653$16.4M3.74%+20,76913F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…541,588$16M0.59%+30,33713F-HRTimelineGroup
Strata Wealth Advisors, LLC532,320$15.7M4.38%+21,64713F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC520,000$15.4M0.02%+332,65313F-HRTimelineGroup
Bleakley Financial Group, LLC451,186$13.3M0.23%+15,36713F-HRTimeline
FINANCIAL MANAGEMENT NETWORK INC439,332$13.3M2.1%+2,41613F-HRTimeline
Tribridge Partners Financial LLC424,626$12.5M5.26%+36,76913F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC418,426$12.4M0.39%+34,77013F-HRTimeline
BETO FINANCIAL GROUP, LLC376,754$11.9M8.03%13F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…341,830$10.5M0.01%+1,96713F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO351,445$10.4M<0.01%+55,20113F-HRTimelineGroup
Vawter Financial, Ltd.344,706$10.2M4.3%-4,93013F-HR/ATimeline
Koshinski Asset Management, Inc.339,241$10M0.65%-81,32313F-HRTimeline
Burton Enright Welch337,912$9.99M1.41%+59,16213F-HRTimeline
Troutman Wealth Management, LLC313,727$9.27M7.66%13F-HRTimeline
Gutierrez Wealth Advisory, LLC295,090$8.72M5.48%-3,96513F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC291,594$8.62M0.24%+11,93513F-HR/ATimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP288,763$8.53M0.01%+79,70013F-HR/ATimelineGroup
HUB Investment Partners, LLC286,780$8.47M0.23%+30,62013F-HRTimeline
Michael Brady & Co., LLC265,485$7.85M7.83%13F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.259,038$7.65M0.05%+25,80513F-HRTimelineGroup
Freedom Financial Partners LLC240,156$7.1M2.58%-79,92413F-HRTimeline
Cornerstone Wealth Management, LLC221,639$6.55M0.34%+18,17813F-HRTimeline
Riverview Capital Advisers, LLC216,664$6.4M1.94%+5,89213F-HRTimeline
Steward Partners Investment Advisory, L…207,929$6.14M0.03%+27,89713F-HRTimeline
AlphaCore Capital LLC207,900$6.14M0.14%new13F-HRTimeline
Main Street Financial Solutions, LLC197,626$5.84M0.44%+6,20013F-HRTimeline
Triangle Securities Wealth Management192,918$5.7M1.2%+2213F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
TKG Advisors, LLC189,926$5.61M2.26%-11213F-HRTimeline
Swisher Financial Concepts, Inc.187,452$5.54M3.14%+8,18213F-HRTimeline
Brown Miller Wealth Management, LLC187,107$5.53M1.53%+18,55513F-HRTimeline
Worth Financial Advisory Group, LLC185,129$5.47M2.65%+15,15313F-HRTimeline
CENTRAL TRUST Co183,577$5.42M0.11%+17,73313F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding179,655$5.31M+9,611Timeline
Clearview Wealth Advisors LLC166,732$4.93M3.12%-3,55513F-HRTimeline
EP Wealth Advisors, LLC166,219$4.91M0.03%13F-HRTimeline
United Advisor Group, LLC151,490$4.48M0.57%+14,47513F-HRTimeline
Valmark Advisers, Inc.147,811$4.37M0.05%+8,46813F-HRTimeline
MERIDIAN INVESTMENT COUNSEL INC.143,150$4.23M1.02%+6,55013F-HRTimeline
Bare Financial Services, Inc141,546$4.18M1.16%-3,02513F-HRTimeline
Mariner, LLCin group Mariner, LLC140,452$4.15M<0.01%+38,45813F-HRTimelineGroup
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…135,411$4M0.08%+8,97513F-HRTimelineGroup
EVOLVE PRIVATE WEALTH, LLC133,298$3.94M0.23%13F-HRTimeline
HARBOUR INVESTMENTS, INC.133,214$3.94M0.08%+12,45913F-HRTimeline
Entruity Wealth, LLC132,346$3.91M2.79%+65113F-HRTimeline
G&S Capital LLC129,112$3.82M1.35%-2,21913F-HRTimeline
SIGNET FINANCIAL MANAGEMENT, LLC127,096$3.76M0.42%+1,86613F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …126,048$3.72M0.05%+8,15513F-HRTimelineGroup
CLG LLC124,987$3.69M0.92%+9,84213F-HRTimeline
Continuum Advisory, LLC123,318$3.64M0.36%+18,06813F-HRTimeline
Lodestone Wealth Management LLC123,114$3.64M1.48%+6,20213F-HRTimeline
CENTAURUS FINANCIAL, INC.119,487$3.53M0.16%+114,04213F-HRTimeline
Olistico Wealth, LLC118,579$3.5M1.71%-15,03213F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC114,636$3.39M0.06%+44,53013F-HR/ATimeline
Advisory Services Network, LLC113,414$3.35M0.05%+1,22313F-HRTimeline
Cyndeo Wealth Partners, LLC109,838$3.25M0.17%-21,78513F-HRTimeline
CWM, LLCin group CWM, LLC107,145$3.17M0.01%+6,05213F-HRTimelineGroup
J. Derek Lewis & Associates Inc.105,206$3.11M0.73%13F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…101,046$2.99M0.01%+12,85313F-HR/ATimelineGroup
SITTNER & NELSON, LLC93,391$2.95M1.05%+10,51913F-HRTimeline
Aspire Growth Partners LLC99,044$2.93M2.04%+4,42313F-HRTimeline
HighTower Advisors, LLC94,198$2.78M<0.01%+53,11013F-HRTimeline
Procyon Advisors, LLC91,028$2.69M0.13%-2,07913F-HRTimeline
ENDEAVOR PRIVATE WEALTH, INC.89,762$2.65M0.76%+7,41513F-HRTimeline
Cornell Pochily Investment Advisors, In…89,116$2.63M0.76%+17,18613F-HRTimeline
TOCQUEVILLE ASSET MANAGEMENT L.P.in group TOCQUEVILLE ASSET MANAGEMENT …88,390$2.61M0.04%+4,85413F-HRTimelineGroup
Western Wealth Management, LLC82,981$2.45M0.11%+4,83313F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management81,800$2.42M0.08%+26,13313F-HRTimelineGroup
Bill Few Associates, Inc.80,180$2.37M0.58%+74513F-HRTimeline
Investmark Advisory Group LLC80,169$2.37M1.01%-41913F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC79,244$2.34M0.03%+2,28513F-HRTimelineGroup
THURSTON, SPRINGER, MILLER, HERD & TITA…76,673$2.27M0.79%+69,58613F-HRTimeline
TrueWealth Financial Partners75,919$2.24M1.85%new13F-HRTimeline
True Blue Financial, LLC75,919$2.24M1.85%13F-HRTimeline
LANDAAS & CO /WI /ADV75,552$2.23M0.49%+2,73613F-HRTimeline
Cedar Point Capital Partners, LLC75,329$2.23M1.42%new13F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…75,037$2.22M0.04%+2,57513F-HRTimelineGroup
Prime Capital Investment Advisors, LLC74,830$2.21M0.03%+33,54413F-HRTimeline
Transcendent Capital Group LLC73,590$2.17M0.98%+7,70113F-HRTimeline
Aptus Capital Advisors, LLC72,188$2.13M0.02%-32913F-HRTimeline
CWS Financial Advisors, LLC71,861$2.12M0.58%+4,83313F-HRTimeline
Bridgewealth Advisory Group, LLC71,847$2.12M0.47%-257,08613F-HRTimeline
Charter Capital Management, LLC\DE71,819$2.12M1.1%+3,36613F-HRTimeline
Sigma Planning Corp71,672$2.12M0.06%+27,06813F-HRTimeline
Hopwood Nicholas Hunter69,747$2.06M0.67%13F-HRTimeline
Farther Finance Advisors, LLC69,144$2.04M0.02%+64,47713F-HRTimeline
Fiduciary Alliance LLC68,095$2.01M0.13%-25913F-HRTimeline
Burford Brothers, Inc.65,504$1.94M0.8%+2,50013F-HRTimeline
Cushing Capital Partners, LLC64,308$1.9M1.41%-12,57913F-HRTimeline
ERn Financial, LLC64,220$1.9M0.36%+9,31013F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding61,986$1.83M-7,861Timeline
Atlas Legacy Advisors, LLC60,660$1.79M0.31%+2,05313F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\60,543$1.79M<0.01%+25,45413F-HRTimelineGroup
Rehmann Capital Advisory Group58,881$1.74M0.09%-1,04413F-HRTimeline
OneDigital Investment Advisors LLC58,461$1.73M0.02%+46,05813F-HRTimeline
Trueblood Wealth Management, LLC58,350$1.72M0.67%+4,78713F-HRTimeline
Vise Technologies, Inc.56,569$1.67M0.03%new13F-HRTimeline
5T Wealth, LLC55,684$1.65M0.66%+5,03713F-HRTimeline
Wealth Science Advisors LLC53,223$1.57M0.91%13F-HRTimeline
TD Waterhouse Canada Inc.50,818$1.5M0.01%013F-HRTimeline
Ashton Thomas Private Wealth, LLC49,251$1.46M0.04%+3,46313F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC49,244$1.46M<0.01%+30,13113F-HRTimelineGroup
Duncan Williams Asset Management, LLC44,192$1.38M0.34%-2,39413F-HRTimeline
Signature Wealth Management Group46,058$1.36M0.55%-33913F-HRTimeline
Bulwark Capital Corp45,634$1.35M0.96%+13,38413F-HRTimeline
KOM Wealth Management Group, LLC43,848$1.3M0.92%+3,04413F-HRTimeline
Pines Wealth Management, LLC42,910$1.27M0.41%+2,13013F-HRTimeline
Sanctuary Advisors, LLC41,745$1.23M0.01%+5,89013F-HRTimeline
Rather & Kittrell, Inc.40,406$1.19M0.19%013F-HRTimeline
Signature Resources Capital Management,…40,283$1.19M0.6%+8,96313F-HRTimeline
Total Clarity Wealth Management, Inc.39,749$1.17M0.28%+28213F-HRTimeline
Mann Financial Group, Inc.37,732$1.11M1.08%013F-HR/ATimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV37,473$1.11M0.06%+31013F-HRTimeline
Kuhn & Co Investment Counsel37,384$1.1M0.74%+3,43713F-HRTimeline
Summit Investment Advisory Services, LLC37,268$1.1M0.42%+6813F-HRTimeline
Greykasell Wealth Strategies, Inc.36,490$1.08M0.43%+46113F-HRTimeline
JSF Financial, LLC35,916$1.06M0.22%new13F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC35,912$1.06M0.02%+5,28913F-HRTimeline
Richmond Investment Services, LLC35,061$1.04M0.18%+11,72813F-HRTimeline
PRIVATE TRUST CO NA34,745$1.03M0.09%-20413F-HRTimeline
BARNES PETTEY FINANCIAL ADVISORS, LLC34,726$1.03M0.51%+1,26513F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…33,857$1M0.01%013F-HRTimelineGroup
180 WEALTH ADVISORS, LLC33,852$1M0.11%+1,03613F-HRTimeline
FLYNN ZITO CAPITAL MANAGEMENT, LLC33,650$994K0.36%+4,45113F-HRTimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.33,618$993K0.06%+38713F-HRTimelineGroup
CORNERSTONE ADVISORS ASSET MANAGEMENT, …33,514$990K0.16%+1,38613F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers33,399$987K<0.01%-26,09813F-HRTimelineGroup
Fearless Solutions, LLC dba Best Invest32,502$960K0.58%-25713F-HRTimeline
UHLMANN PRICE SECURITIES, LLC32,161$950K0.56%+1,25713F-HRTimeline
Robertson Stephens Wealth Management, L…31,766$939K0.03%-81213F-HRTimeline
Global Retirement Partners, LLC31,322$926K0.02%+3,18513F-HRTimeline
IFG Advisory, LLC30,850$912K0.04%+2,31313F-HRTimeline
Wealthspire Retirement, LLC29,938$885K0.05%-17013F-HRTimeline
Atlanta Consulting Group Advisors, LLC29,825$881K0.2%+9,90213F-HRTimeline
HBW ADVISORY SERVICES LLC29,338$867K0.09%new13F-HRTimeline
CHOREO, LLC29,168$867K0.01%+1,24613F-HRTimeline
HighPoint Advisor Group LLC29,065$859K0.02%new13F-HRTimeline
AVAII WEALTH MANAGEMENT, LLC28,213$834K0.3%+8313F-HRTimeline
DAVENPORT & Co LLC27,833$822K<0.01%+8,85613F-HRTimeline
Lincoln Capital LLC27,500$813K0.15%-51213F-HRTimeline
Compound Planning, Inc.27,418$810K0.02%+50813F-HRTimeline
Trinity Wealth Management, LLC26,737$790K0.29%+1,27813F-HRTimeline
STEWARDSHIP CONCEPTS FINANCIAL SERVICES…25,363$751K0.63%13F-HRTimeline
ZACKS INVESTMENT MANAGEMENT25,218$745K0.01%+6,70713F-HRTimeline
Prospera Financial Services Inc24,267$717K0.01%+2,75513F-HRTimeline
EAGLE ROCK INVESTMENT COMPANY, LLC23,976$708K0.1%-32913F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC23,352$690K0.01%+17813F-HRTimeline
Sovran Advisors, LLC22,117$685K0.06%-96,27013F-HRTimeline
Clearstead Trust, LLC23,118$683K0.11%new13F-HRTimeline
Valeo Financial Advisors, LLC22,425$663K0.01%new13F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC21,800$644K0.01%+2,24513F-HRTimelineGroup
EXENCIAL WEALTH ADVISORS, LLC20,502$606K0.02%new13F-HRTimeline
COMERICA BANK20,316$600K<0.01%-17913F-HRTimeline
Capital International Investorsin group Capital International Investo…20,291$600K<0.01%+1013F-HRTimelineGroup
Bond & Devick Financial Network, Inc.20,169$596K0.17%013F-HRTimeline