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CGXU CAPITAL GROUP INTL FOCUS EQT

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SHS CREAT UNIT (fund)

Filings received so far for Q3 2026: 19 13F filers report a position in CGXU shares at 2026-09-30. The quarter is not complete: its 13F deadline is 2026-11-14, and the counts grow as filings arrive.

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, Q3 2026

Filers in the available 13F reports with a share position at 2026-09-30, 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
INSPIRION WEALTH ADVISORS, LLC2,099,464$72M8.18%+36,08613F-HRTimeline
ECLECTIC ASSOCIATES INC /ADV1,740,707$59.7M6.67%+30,92613F-HRTimeline
Cooper Financial Group748,860$25.7M2.05%+84,43813F-HRTimeline
FINANCIAL MANAGEMENT NETWORK INC481,889$16.7M2.41%-29213F-HRTimeline
STEWARDSHIP CONCEPTS FINANCIAL SERVICES…133,485$4.58M3%+10,80213F-HRTimeline
Olistico Wealth, LLC129,911$4.45M1.86%+1,19413F-HRTimeline
Farther Finance Advisors, LLC87,994$3.02M0.02%+17,21513F-HRTimeline
Bill Few Associates, Inc.87,787$3.01M0.63%+1,86513F-HRTimeline
Valeo Financial Advisors, LLC55,716$1.91M0.04%+4,25313F-HRTimeline
Wealth Science Advisors LLC52,968$1.82M0.76%-6613F-HRTimeline
Venture Visionary Partners LLC33,674$1.15M0.03%-13513F-HRTimeline
Lincoln Capital LLC30,141$1.04M0.18%+1,67713F-HRTimeline
AVAII WEALTH MANAGEMENT, LLC25,556$887K0.26%-1813F-HRTimeline
Nautilus Advisors LLC18,105$621K0.38%-1,01213F-HRTimeline
CapWealth Advisors, LLC12,737$437K0.03%+12513F-HRTimeline
First Heartland Consultants, Inc.6,348$218K0.01%-38413F-HRTimeline
CoreCap Advisors, LLC1,263$43.3K<0.01%+813F-HRTimeline
Roxbury Financial LLC1,147$39.3K0.03%013F-HRTimeline
CX Institutional760$26K<0.01%+913F-HRTimeline