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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
LPL Financial LLC16,623,539$490M0.13%+2,774,44913F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…7,739,122$228M0.14%+151,17913F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN7,097,181$209M0.04%+1,279,63813F-HR/ATimelineGroup
MORGAN STANLEYin group MORGAN STANLEY6,307,307$186M0.01%+1,603,11713F-HRTimelineGroup
UBS Group AGgroup of 2 filers holding5,331,188$157M+269,262Timeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC5,217,086$154M0.05%+27,01013F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC5,034,565$148M0.21%+900,60513F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA4,282,122$126M0.02%+152,74213F-HRTimelineGroup
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC4,074,491$120M1.19%+3,995,24713F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS3,832,545$113M0.2%-50,60813F-HRTimeline
Capital Group Private Client Services, …in group CAPITAL GROUP INVESTMENT MANA…3,571,580$105M1.78%+334,86113F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC3,022,310$89.1M0.12%+161,60113F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/2,854,990$84.2M0.01%+744,14413F-HRTimelineGroup
SEI INVESTMENTS COin group SEI INVESTMENTS CO2,484,824$73.3M0.07%+414,95913F-HRTimelineGroup
INSPIRION WEALTH ADVISORS, LLC2,021,349$59.6M7.43%+131,00513F-HRTimeline
Confluence Wealth Services, Inc.1,971,772$58.1M2.25%+135,73913F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP2,013,276$57.3M0.03%+383,56113F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC1,830,011$54M0.01%+175,29313F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP1,802,654$53.2M0.05%-185,79513F-HRTimelineGroup
ECLECTIC ASSOCIATES INC /ADV1,689,674$49.8M6.61%+104,39313F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,564,002$46.1M0.07%-423,63713F-HRTimelineGroup
Private Advisor Group, LLC1,497,797$44.2M0.21%+42,43813F-HRTimeline
Cetera Investment Advisers1,460,470$43.1M0.05%+78,11713F-HRTimeline
&PARTNERS1,444,997$42.6M0.21%+56,46313F-HRTimeline
CPC Advisors, LLC1,302,417$38.4M6.23%+27,92313F-HRTimeline
Aprio Wealth Management, LLC1,271,865$37.5M2.05%+15,88013F-HRTimeline
Janney Montgomery Scott LLC1,191,618$35.1M0.09%+3,75613F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding1,160,256$34.2M+61,430Timeline
AdvisorNet Financial, Inc1,111,629$32.8M1.7%+43,45613F-HRTimeline
Cambridge Investment Research Advisors,…1,107,739$32.7M0.08%+66,95113F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.983,506$29M0.05%+13,75913F-HRTimelineGroup
MML INVESTORS SERVICES, LLC951,782$28.1M0.08%-158,67913F-HRTimeline
Armstrong, Fleming & Moore, Inc867,419$25.6M10.86%+87,80813F-HRTimeline
Sterling Investment Counsel, LLC854,424$25.2M7.06%+137,32413F-HRTimeline
Summit Investment Advisory Services, LLC850,782$25.1M9.32%+813,51413F-HRTimeline
Mason Investment Advisory Services, Inc.811,694$23.9M1.11%+104,32613F-HRTimeline
D.A. DAVIDSON & CO.742,931$21.9M0.13%+54,12313F-HRTimeline
McGlone Suttner Wealth Management, Inc.706,871$20.8M2.76%-25,80413F-HRTimeline
Wealthcare Advisory Partners LLCgroup of 2 filers holding683,251$20.1M+35,216Timeline
NewEdge Advisors, LLC675,477$19.9M0.07%+72,84613F-HR/ATimeline
Main Line Retirement Advisors, LLC672,863$19.8M9.91%+3,78613F-HRTimeline
Lantz Financial LLC640,279$18.9M3.9%+48,50913F-HRTimeline
Strata Wealth Advisors, LLC627,651$18.5M5.08%+95,33113F-HRTimeline
Souders Financial Advisors622,629$18.4M2.1%+10,82513F-HRTimeline
DeDora Capital, Inc.603,966$17.8M4.37%+2,79613F-HRTimeline
CAHILL FINANCIAL ADVISORS INC595,965$17.6M1.9%+18,46613F-HRTimeline
Hopwood Financial Services, Inc.579,853$17.1M11.52%+12,01613F-HRTimeline
BetterWealth, LLC579,572$17.1M3.35%+23,91913F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…552,499$16.3M0.5%+10,91113F-HR/ATimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO557,273$15.8M<0.01%+205,82813F-HR/ATimelineGroup
Worth Financial Advisory Group, LLC43,447$15M6.72%-141,68213F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.501,365$14.8M0.1%+242,32713F-HRTimelineGroup
HUB Investment Partners, LLC483,772$14.3M0.35%+196,99213F-HRTimeline
FINANCIAL MANAGEMENT NETWORK INC447,656$13.9M2.14%+8,32413F-HRTimeline
Bleakley Financial Group, LLC453,470$13.4M0.21%+2,28413F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC448,816$13.2M0.42%+30,39013F-HRTimeline
Tribridge Partners Financial LLC442,543$13.1M5.41%+17,91713F-HRTimeline
Burton Enright Welch348,445$10.3M1.4%+10,53313F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP443,004$10M0.01%+154,24113F-HRTimelineGroup
Vawter Financial, Ltd.328,059$9.67M4.07%-16,64713F-HR/ATimeline
Troutman Wealth Management, LLC307,956$9.08M7.57%-5,77113F-HRTimeline
Gutierrez Wealth Advisory, LLC295,440$8.71M5.41%+35013F-HRTimeline
BETO FINANCIAL GROUP, LLC263,152$8.71M5.1%-113,60213F-HRTimeline
CENTRAL TRUST Co280,537$8.27M0.16%+96,96013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC279,209$8.23M0.22%-12,38513F-HRTimelineGroup
Michael Brady & Co., LLC271,371$8M8.04%+5,88613F-HRTimeline
Koshinski Asset Management, Inc.254,128$7.49M0.47%-85,11313F-HRTimeline
Mariner, LLCin group Mariner, LLC244,253$7.2M0.01%+103,80113F-HRTimelineGroup
Cornerstone Wealth Management, LLC233,370$6.88M0.34%+11,73113F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding228,438$6.74M+48,783Timeline
Riverview Capital Advisers, LLC225,619$6.65M2.22%+8,95513F-HRTimeline
Brown Miller Wealth Management, LLC216,462$6.38M1.81%+29,35513F-HRTimeline
Steward Partners Investment Advisory, L…210,794$6.22M0.03%+2,86513F-HRTimeline
HighTower Advisors, LLC210,367$6.2M0.01%+116,16913F-HRTimeline
CWM, LLCin group CWM, LLC207,441$6.12M0.02%+100,29613F-HRTimelineGroup
Triangle Securities Wealth Management195,324$5.76M1.31%+2,40613F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
AlphaCore Capital LLC194,473$5.74M0.14%-13,42713F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…188,189$5.56M0.01%-153,64113F-HRTimeline
TKG Advisors, LLC187,084$5.52M2.28%-2,84213F-HRTimeline
Freedom Financial Partners LLC184,481$5.44M1.94%-55,67513F-HRTimeline
GTS SECURITIES LLC171,658$5.06M0.18%new13F-HRTimeline
Glaxis Capital Management, LLC170,200$5.02M6.28%new13F-HRTimeline
United Advisor Group, LLC164,251$4.84M0.6%+12,76113F-HRTimeline
MLG Wealth Management DBA Pine Grove Fi…159,285$4.72M0.55%new13F-HRTimeline
EP Wealth Advisors, LLC158,223$4.67M0.02%-7,99613F-HRTimeline
Continuum Advisory, LLC155,139$4.58M0.44%+31,82113F-HRTimeline
Valmark Advisers, Inc.153,646$4.53M0.05%+5,83513F-HRTimeline
FLYNN ZITO CAPITAL MANAGEMENT, LLC149,539$4.41M1.41%+115,88913F-HRTimeline
HARBOUR INVESTMENTS, INC.145,461$4.29M0.07%+12,24713F-HRTimeline
MERIDIAN INVESTMENT COUNSEL INC.144,390$4.26M1.01%+1,24013F-HRTimeline
Lodestone Wealth Management LLC141,796$4.18M1.66%+18,68213F-HR/ATimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…141,699$4.18M0.08%+6,28813F-HRTimelineGroup
J. Derek Lewis & Associates Inc.139,229$4.12M0.93%+34,02313F-HR/ATimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …139,098$4.1M0.05%+13,05013F-HRTimelineGroup
Entruity Wealth, LLC133,312$3.93M2.67%+96613F-HRTimeline
CLG LLC132,943$3.92M0.97%+7,95613F-HRTimeline
Bare Financial Services, Inc132,486$3.91M1.03%-9,06013F-HRTimeline
G&S Capital LLC131,499$3.88M1.36%+2,38713F-HRTimeline
EVOLVE PRIVATE WEALTH, LLC130,649$3.85M0.21%-2,64913F-HRTimeline
SIGNET FINANCIAL MANAGEMENT, LLC129,603$3.82M0.43%+2,50713F-HRTimeline
Summit Financial, LLC129,343$3.81M0.05%new13F-HRTimeline
Olistico Wealth, LLC119,021$3.51M1.73%+44213F-HRTimeline
Advisory Services Network, LLC118,581$3.5M0.05%+5,16713F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…115,651$3.41M0.01%+14,60513F-HRTimelineGroup
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…113,492$3.35M0.01%new13F-HRTimelineGroup
Cyndeo Wealth Partners, LLC112,594$3.32M0.17%+2,75613F-HRTimeline
Cornell Pochily Investment Advisors, In…103,561$3.05M0.9%+14,44513F-HRTimeline
Main Street Financial Solutions, LLC102,096$3.01M0.22%-95,53013F-HRTimeline
SITTNER & NELSON, LLC101,471$2.99M1.09%+8,08013F-HRTimeline
ENDEAVOR PRIVATE WEALTH, INC.98,073$2.89M0.83%+8,31113F-HRTimeline
Aspire Growth Partners LLC97,678$2.88M1.98%-1,36613F-HRTimeline
Western Wealth Management, LLC97,252$2.87M0.11%+14,27113F-HR/ATimeline
Transcendent Capital Group LLC95,624$2.82M1.29%+22,03413F-HRTimeline
TOCQUEVILLE ASSET MANAGEMENT L.P.in group TOCQUEVILLE ASSET MANAGEMENT …92,508$2.73M0.04%+4,11813F-HRTimelineGroup
Spire Wealth Managementin group Spire Wealth Management89,432$2.64M0.09%+7,63213F-HRTimelineGroup
Procyon Advisors, LLC89,378$2.64M0.13%-1,65013F-HRTimeline
True Blue Financial, LLC88,635$2.61M2.06%+12,71613F-HRTimeline
Cedar Point Capital Partners, LLC87,298$2.57M1.67%+11,96913F-HRTimeline
Bill Few Associates, Inc.85,071$2.51M0.6%+4,89113F-HRTimeline
Swisher Financial Concepts, Inc.82,576$2.44M1.36%-104,87613F-HRTimeline
Hopwood Nicholas Hunter81,007$2.39M0.76%+11,26013F-HRTimeline
Investmark Advisory Group LLC78,672$2.32M0.99%-1,49713F-HRTimeline
Clearstead Trust, LLC77,390$2.28M0.37%+54,27213F-HRTimeline
ERn Financial, LLC77,169$2.28M0.43%+12,94913F-HRTimeline
Charter Capital Management, LLC\DE76,156$2.25M1.12%+4,33713F-HRTimeline
LANDAAS & CO /WI /ADV75,891$2.24M0.49%+33913F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC75,032$2.21M<0.01%+25,78813F-HRTimelineGroup
Fiduciary Alliance LLC67,208$2.15M0.13%-88713F-HRTimeline
Aptus Capital Advisors, LLC72,608$2.14M0.02%+42013F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers72,335$2.13M<0.01%+38,93613F-HRTimelineGroup
CWS Financial Advisors, LLC72,133$2.13M0.55%+27213F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding71,972$2.12M+9,986Timeline
Sigma Planning Corp70,940$2.09M0.06%-73213F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…70,581$2.08M0.86%-6,09213F-HRTimeline
Farther Finance Advisors, LLC68,651$2.05M0.02%-49313F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\66,243$1.95M<0.01%+5,70013F-HRTimelineGroup
Burford Brothers, Inc.65,866$1.94M0.8%+36213F-HRTimeline
Cushing Capital Partners, LLC63,749$1.88M1.44%-55913F-HRTimeline
Atlas Legacy Advisors, LLC63,305$1.87M0.34%+2,64513F-HRTimeline
Rehmann Capital Advisory Group59,104$1.74M0.09%+22313F-HRTimeline
Trueblood Wealth Management, LLC59,021$1.74M0.68%+67113F-HRTimeline
Ashton Thomas Private Wealth, LLC57,579$1.7M0.04%+8,32813F-HRTimeline
5T Wealth, LLC57,320$1.69M0.67%+1,63613F-HRTimeline
SECURITY NATIONAL BANK OF SIOUX CITY IO…57,290$1.69M1%new13F-HRTimeline
Vise Technologies, Inc.56,569$1.67M0.03%013F-HRTimeline
OneDigital Investment Advisors LLC55,417$1.63M0.02%-3,04413F-HRTimeline
Valeo Financial Advisors, LLC54,565$1.61M0.04%+32,14013F-HRTimeline
Clear Point Advisors Inc.60,722$1.59M1.24%new13F-HRTimeline
Wealth Science Advisors LLC53,223$1.57M0.88%013F-HRTimeline
TD Waterhouse Canada Inc.52,134$1.56M<0.01%+1,31613F-HRTimeline
STEWARDSHIP CONCEPTS FINANCIAL SERVICES…50,912$1.5M1.18%+25,54913F-HRTimeline
Prime Capital Investment Advisors, LLC47,142$1.39M0.02%-27,68813F-HRTimeline
OLD MISSION CAPITAL LLC46,442$1.37M0.03%new13F-HRTimeline
Bulwark Capital Corp46,307$1.37M0.84%+67313F-HRTimeline
Signature Wealth Management Group46,263$1.36M0.52%+20513F-HRTimeline
Kuhn & Co Investment Counsel46,218$1.36M0.88%+8,83413F-HRTimeline
KOM Wealth Management Group, LLC46,202$1.36M0.93%+2,35413F-HRTimeline
Signature Resources Capital Management,…45,998$1.36M0.64%+5,71513F-HRTimeline
Vestmark Advisory Solutions, Inc.44,878$1.32M0.01%new13F-HRTimeline
DAVENPORT & Co LLC44,135$1.3M0.01%+16,30213F-HRTimeline
Duncan Williams Asset Management, LLC43,088$1.27M0.35%-1,10413F-HRTimeline
RM Financial Services, LLC42,617$1.26M1.08%new13F-HRTimeline
CORNERSTONE ADVISORS ASSET MANAGEMENT, …42,192$1.24M0.19%+8,67813F-HRTimeline
Pines Wealth Management, LLC42,002$1.24M0.4%-90813F-HRTimeline
Sanctuary Advisors, LLC40,935$1.21M0.01%-81013F-HRTimeline
Rather & Kittrell, Inc.40,406$1.19M0.18%013F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV40,223$1.19M0.06%+2,75013F-HRTimeline
Richmond Investment Services, LLC38,965$1.15M0.19%+3,90413F-HRTimeline
Mann Financial Group, Inc.38,712$1.14M1.07%+98013F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC37,043$1.09M0.02%+1,13113F-HR/ATimeline
Bridgewealth Advisory Group, LLC36,990$1.09M0.23%-34,85713F-HRTimeline
Greykasell Wealth Strategies, Inc.36,490$1.08M0.43%013F-HRTimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.36,176$1.07M0.06%+2,55813F-HRTimelineGroup
Atlanta Consulting Group Advisors, LLC36,119$1.07M0.23%+6,29413F-HRTimeline
Compound Planning, Inc.35,729$1.05M0.03%+8,31113F-HRTimeline
BARNES PETTEY FINANCIAL ADVISORS, LLC34,978$1.03M0.45%+25213F-HRTimeline
PRIVATE TRUST CO NA34,745$1.02M0.09%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC34,625$1.02M0.05%+17,82513F-HRTimeline
180 WEALTH ADVISORS, LLC34,392$1.01M0.12%+54013F-HRTimeline
HBW ADVISORY SERVICES LLC34,173$1.01M0.11%+4,83513F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…33,857$998K0.01%013F-HRTimelineGroup
Venture Visionary Partners LLC33,809$997K0.03%+18,01213F-HRTimeline
Fearless Solutions, LLC dba Best Invest32,438$957K0.58%-6413F-HRTimeline
UHLMANN PRICE SECURITIES, LLC32,400$955K0.06%+23913F-HRTimeline
Trinity Wealth Management, LLC32,044$945K0.35%+5,30713F-HRTimeline
Wealthspire Retirement, LLC30,478$899K0.05%+54013F-HRTimeline
Arkadios Wealth Advisors30,459$898K0.01%+15,37313F-HRTimeline
HighPoint Advisor Group LLC30,457$898K0.04%+1,39213F-HRTimeline
Alpha Financial Partners LLC30,411$897K0.53%+18,92813F-HRTimeline
Capital Investment Advisory Services, L…29,176$860K0.06%+10,14513F-HRTimeline
CHOREO, LLC29,171$860K0.01%+313F-HRTimeline
CVFG LLC27,897$823K0.1%+7,86913F-HRTimeline
Lincoln Capital LLC27,572$813K0.15%+7213F-HRTimeline
Robertson Stephens Wealth Management, L…27,354$807K0.02%-4,41213F-HRTimeline
KINTRA WEALTH, LLC26,570$784K0.06%+15,67213F-HRTimeline
Advyzon Investment Management, LLC26,394$778K0.07%+7,85413F-HRTimeline
Gateway Wealth Partners, LLC26,275$775K0.03%new13F-HRTimeline
Prospera Financial Services Inc26,249$774K0.01%+1,98213F-HRTimeline
PFG Advisors25,800$761K0.04%+6,45113F-HRTimeline
EAGLE ROCK INVESTMENT COMPANY, LLC25,796$761K0.11%+1,82013F-HRTimeline