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Disclosery

CGUS CAPITAL GROUP CORE EQUITY ET

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SHS CREAT UNIT (fund)

435 managers (442 13F filers) reported a position in CGUS shares at 2026-06-30, 183,004,844 shares in all. 51 filers opened a position and 18 filers sold out during the quarter.

Managers
435
13F filers
442
New
51
Added
229
Reduced
112
Sold out
18
Shares held by filers
183,004,844

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, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
LPL Financial LLC32,330,461$1.44B0.32%+4,276,70213F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding14,300,244$636M+140,460Timeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP12,776,470$556M0.22%+4,975,14413F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC9,873,183$439M0.12%+1,069,19413F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN7,724,623$344M0.06%+844,43113F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY6,715,988$299M0.02%+162,89513F-HRTimelineGroup
Cetera Investment Advisers6,388,312$284M0.26%+74,05513F-HRTimeline
Capital International Investorsin group Capital International Investo…6,064,640$270M0.06%+14,78813F-HRTimelineGroup
Capital Group Private Client Services, …in group CAPITAL GROUP INVESTMENT MANA…5,251,530$234M3.29%+153,07913F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC4,446,114$198M0.25%+193,19813F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…4,232,575$188M0.1%-280,60513F-HRTimelineGroup
MML INVESTORS SERVICES, LLC3,659,190$163M0.33%+698,98113F-HRTimeline
Cambridge Investment Research Advisors,…3,258,379$145M0.33%+132,35113F-HR/ATimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC2,837,703$126M1.15%+83,75413F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA2,641,914$118M0.02%+131,72513F-HRTimelineGroup
SEI INVESTMENTS COin group SEI INVESTMENTS CO2,592,701$115M0.1%+245,85113F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.2,545,562$113M0.13%+440,77913F-HRTimelineGroup
Private Advisor Group, LLC2,352,921$105M0.48%+235,94813F-HRTimeline
Merit Financial Group, LLC2,268,466$101M0.63%-38,70113F-HR/ATimeline
UBS Group AGgroup of 2 filers holding1,866,480$83M+48,676Timeline
CAPTRUST FINANCIAL ADVISORS1,769,882$78.7M0.12%-20,95613F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding1,694,614$75.4M+582,074Timeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,456,681$64.8M<0.01%+478,70513F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP1,427,183$63.5M0.05%+191,61913F-HRTimelineGroup
Valmark Advisers, Inc.1,369,821$60.9M0.65%+36,69213F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC1,360,356$60.5M0.1%+37,13613F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.1,343,454$59.8M0.08%+62,26013F-HRTimelineGroup
&PARTNERS1,217,530$54.2M0.22%-62,04013F-HRTimeline
NewEdge Advisors, LLC1,196,622$53.2M0.16%+61,21513F-HRTimeline
Midwest Heritage Bank, FSB1,081,516$48.1M13.64%+28,42513F-HRTimeline
Janney Montgomery Scott LLC1,072,556$47.7M0.09%+59,95813F-HRTimeline
Souders Financial Advisors1,053,533$46.9M4.71%+57,47613F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED990,870$44.1M2.68%+51,72813F-HRTimeline
HUB Investment Partners, LLC835,860$37.2M0.68%-193,37713F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.681,339$30.3M0.18%+18,00613F-HRTimelineGroup
BIP Wealth, LLC677,471$30.1M0.86%-12,93913F-HRTimeline
HighPoint Advisor Group LLC662,501$29.5M1.04%+63,80213F-HRTimeline
Vestmark Advisory Solutions, Inc.633,537$28.2M0.26%+9,72713F-HRTimeline
AA Financial Advisors, LLC597,760$26.6M3.2%+61,52913F-HRTimeline
D.A. DAVIDSON & CO.581,586$25.9M0.14%+22,47813F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…554,543$24.8M0.04%+31,50913F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding525,121$23.4M+55,615Timeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…521,110$23.2M0.78%+25,21613F-HRTimelineGroup
Summit Investment Advisory Services, LLC502,993$22.4M5.61%+20,61213F-HRTimeline
Orion Porfolio Solutions, LLC482,137$21.4M0.16%+17,06413F-HRTimeline
HARBOUR INVESTMENTS, INC.480,619$21.4M0.29%+21,70913F-HRTimeline
Beacon Pointe Advisors, LLC474,889$21.1M0.1%-4,78813F-HRTimeline
IFP Advisors, Inc439,025$19.5M0.35%+16,20713F-HRTimeline
Forge Financial Services LLC432,535$19.2M1.66%-2,99213F-HRTimeline
Ergawealth Advisors, Inc.431,464$19.2M7.45%+8,55413F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO421,337$18.7M<0.01%+10,06013F-HRTimelineGroup
STEPHENS INC /AR/in group Stephens Investment Managemen…416,532$18.5M0.21%+21,87313F-HRTimelineGroup
J. Derek Lewis & Associates Inc.415,308$18.5M3.49%+82,30613F-HRTimeline
BETO FINANCIAL GROUP, LLC414,563$18.2M9.56%+235,40313F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers389,880$17.3M0.02%+90,81113F-HRTimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC375,987$16.7M0.2%+40,65913F-HRTimelineGroup
Burford Brothers, Inc.370,125$16.5M6.04%+4,65113F-HRTimeline
Bridgewealth Advisory Group, LLC356,375$15.9M2.99%+21913F-HRTimeline
Mutual Advisors, LLC352,983$15.7M0.3%+36,04313F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP346,777$15.4M0.02%+34,35613F-HRTimelineGroup
Strategic Blueprint, LLC338,547$15.1M0.75%+6,58913F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC310,853$13.8M0.17%+15,36613F-HRTimelineGroup
Vigil Wealth Management, LLC310,840$13.8M9.86%+5,46713F-HRTimeline
Compton Financial Group, LLC309,038$13.7M2.65%+131,57313F-HRTimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.302,902$13.5M0.67%+47,51913F-HRTimelineGroup
Integrated Wealth Concepts LLC288,986$12.9M0.06%+110,36313F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC279,381$12.4M0.5%-7,76813F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC276,431$12.3M0.19%-3,66013F-HRTimeline
Michael Brady & Co., LLC263,264$11.7M10.33%-30,74513F-HRTimeline
Challenger Wealth Management256,771$11.4M8.41%-7,81713F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC254,286$11.3M0.41%+6,59313F-HRTimelineGroup
Guided Capital Wealth Management, LLC247,559$11M6.44%+4,22513F-HRTimeline
Per Stirling Capital Management, LLC.236,010$10.5M1%+216,07813F-HRTimeline
Smartleaf Asset Management LLC230,295$10.2M0.33%013F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…226,353$10.1M0.22%+1,52713F-HRTimelineGroup
FOUNDERS FINANCIAL SECURITIES LLC215,733$9.6M0.49%-7213F-HRTimeline
Cannon Wealth Management Services, LLC215,270$9.58M5.24%+21,04213F-HRTimeline
Entruity Wealth, LLC204,388$9.09M5.88%-141,95413F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.199,779$8.89M0.14%+9,18913F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…194,825$8.67M0.23%+67513F-HRTimeline
BLAIR WILLIAM & CO/IL192,751$8.57M0.02%+23,44813F-HRTimeline
Geneos Wealth Management Inc.191,173$8.5M0.17%+28,79413F-HRTimeline
HighTower Advisors, LLC186,377$8.29M0.01%-4,13313F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.180,151$8.01M0.08%-11,62713F-HRTimelineGroup
Aspire Growth Partners LLC173,785$7.73M4.49%+12,18513F-HRTimeline
KINTRA WEALTH, LLC165,575$7.68M0.4%+44,66413F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC172,197$7.66M0.37%+3,92113F-HRTimeline
Sovran Advisors, LLC169,831$7.45M0.56%+1,02213F-HRTimeline
CENTAURUS FINANCIAL, INC.165,759$7.37M0.29%+15,21413F-HRTimeline
Clear Creek Financial Management, LLC165,195$7.35M0.47%+7,61813F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC164,708$7.33M0.05%+36,19713F-HRTimelineGroup
Advisory Services Network, LLC157,710$7.01M0.08%+40,44113F-HRTimeline
PFG Advisors150,541$6.7M0.34%+11,15813F-HRTimeline
A&I FINANCIAL SERVICES, LLC146,508$6.52M2.84%+2,50113F-HRTimeline
Sanctuary Advisors, LLC145,244$6.46M0.03%+6,11913F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …138,584$6.16M0.12%-16,48513F-HRTimelineGroup
IFG Advisory, LLC134,061$5.96M0.21%new13F-HRTimeline
BNB Wealth Management, LLC131,984$5.87M3.21%-4,09313F-HRTimeline
Vise Technologies, Inc.131,648$5.86M0.07%+125,70513F-HRTimeline
Transcendent Capital Group LLC131,529$5.85M2.28%-7513F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding130,962$5.74M+67,575Timeline
Venture Visionary Partners LLC128,713$5.73M0.16%+32,99013F-HRTimeline
SITTNER & NELSON, LLC126,551$5.63M1.77%+26,75113F-HRTimeline
Cushing Capital Partners, LLC125,333$5.57M3.84%+1,21913F-HRTimeline
Perennial Investment Advisors, LLC124,737$5.55M0.37%+6,56213F-HRTimeline
Gateway Wealth Partners, LLC124,032$5.52M0.33%-87,66713F-HRTimeline
Western Wealth Management, LLC122,750$5.46M0.18%-32,14313F-HRTimeline
Keystone Financial Group121,789$5.42M0.32%+43,74413F-HRTimeline
SEAMOUNT FINANCIAL GROUP INC117,067$5.21M2.1%+9,76313F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV115,401$5.13M0.24%-44,84613F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC114,691$5.1M0.1%+20,89313F-HRTimeline
Farther Finance Advisors, LLC111,983$4.98M0.04%+35,75413F-HRTimeline
Berger Financial Group, Inc110,804$4.93M0.25%-9,95813F-HRTimeline
Dynamic Advisor Solutions LLC108,262$4.82M0.14%-3,00513F-HRTimeline
Bleakley Financial Group, LLC107,010$4.76M0.06%+8,46713F-HRTimeline
Worthington Financial Partners, LLC106,937$4.76M3.94%-1,33013F-HRTimeline
Kingsview Wealth Management, LLC106,175$4.72M0.06%-23,54013F-HRTimeline
Continuum Advisory, LLC105,135$4.68M0.38%-4,26613F-HRTimeline
SMITH, MOORE & CO.104,816$4.66M0.3%-16,53313F-HRTimeline
WJ Wealth Management, LLC101,897$4.53M1.79%+21,03713F-HRTimeline
LANGLEY WEALTH MANAGEMENT, LLC101,892$4.53M4.42%13F-HR/ATimeline
Steward Partners Investment Advisory, L…101,746$4.53M0.02%+20,22413F-HRTimeline
Boyer Financial Services, Inc.102,276$4.52M3.81%+2,85213F-HRTimeline
BARNES PETTEY FINANCIAL ADVISORS, LLC99,284$4.42M1.38%+2,51613F-HRTimeline
Koshinski Asset Management, Inc.96,178$4.28M0.23%-88913F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…95,268$4.24M0.04%-35,41613F-HRTimelineGroup
Signature Resources Capital Management,…93,875$4.18M1.65%+9,69613F-HRTimeline
Prospera Financial Services Inc92,182$4.1M0.06%-17,60913F-HRTimeline
ENDEAVOR PRIVATE WEALTH, INC.90,524$4.03M0.98%+1,76913F-HRTimeline
True Blue Financial, LLC90,176$4.01M1.69%+4,37413F-HRTimeline
G&S Capital LLC89,763$3.99M1.16%-19,20913F-HRTimeline
Capital Management Associates, Inc88,225$3.92M0.79%-5,44513F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding88,006$3.91M+7,721Timeline
Waverly Advisors, LLC85,920$3.82M0.02%+79,81113F-HRTimeline
Advyzon Investment Management, LLC85,585$3.81M0.28%-8,38913F-HRTimeline
World Investment Advisors98,754$3.8M0.06%-33113F-HRTimeline
J.W. COLE ADVISORS, INC.84,771$3.77M0.06%-1,79913F-HRTimeline
Global Retirement Partners, LLC83,959$3.73M0.06%13F-HRTimeline
M.E. ALLISON & CO., INC.83,811$3.73M2.15%+2,74113F-HRTimeline
Hopwood Nicholas Hunter82,397$3.67M1.01%+5,01413F-HRTimeline
Atria Investments, Inc78,406$3.49M0.03%+4,45413F-HRTimeline
Integrity Advisory Solutions, LLC76,215$3.39M0.35%+6,09513F-HRTimeline
Blueprint Investment Partners LLCgroup of 2 filers holding75,396$3.35M+11,131Timeline
Latitude Advisors, LLC75,047$3.34M1.33%+5,75213F-HRTimeline
INVESTMENT ADVISORY SERVICES INC /TX /A…74,823$3.33M0.96%+5,46313F-HRTimeline
Mariner, LLCin group Mariner, LLC72,097$3.21M<0.01%-36,04213F-HRTimelineGroup
R2 Capital Strategies, LLC71,200$3.17M1.43%13F-HRTimeline
ADVISORTRUST PARTNERS, LLC70,331$3.13M1.07%+81713F-HRTimeline
Confluence Wealth Services, Inc.69,831$3.11M0.09%+18,08313F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…69,606$3.1M<0.01%+3,32513F-HRTimelineGroup
Olistico Wealth, LLC68,298$3.04M1.3%+1013F-HRTimeline
Trueblood Wealth Management, LLC66,958$2.98M1.04%+2,45813F-HRTimeline
Aptus Capital Advisors, LLC65,713$2.92M0.02%+4,73713F-HRTimeline
Lodestone Wealth Management LLC65,479$2.91M1.03%+1,66613F-HRTimeline
CHOREO, LLC65,108$2.9M0.03%-60813F-HRTimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.64,312$2.86M<0.01%new13F-HRTimelineGroup
LYNCH & ASSOCIATES/IN64,245$2.86M0.5%+11,40713F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC64,187$2.85M0.07%+24,12613F-HRTimelineGroup
COZAD ASSET MANAGEMENT INC62,336$2.77M0.18%+5,92713F-HRTimeline
ASHTON THOMAS SECURITIES, LLC61,757$2.75M0.41%+1,25013F-HRTimeline
Meridian Wealth Management, LLC60,848$2.71M0.08%-7713F-HRTimeline
LongView Wealth Management60,815$2.71M0.69%-8,68113F-HRTimeline
PCG Wealth Advisors, LLC60,570$2.69M0.6%+36,37313F-HRTimeline
Capital Investment Management, Inc.59,700$2.66M0.81%+3,56413F-HRTimeline
Lantz Financial LLC58,966$2.62M0.48%+4,28113F-HRTimeline
Steelhead Wealth Management LLC58,701$2.61M1.05%+8,01413F-HRTimeline
Affiance Financial, LLC56,008$2.49M0.36%-79513F-HRTimeline
Pines Wealth Management, LLC55,170$2.45M0.71%-1,14613F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV53,375$2.37M0.11%+5,22213F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…53,188$2.37M0.2%+12,53113F-HRTimelineGroup
LANDAAS & CO /WI /ADV52,315$2.33M0.42%+18,26113F-HRTimeline
NORDEN GROUP LLC51,600$2.3M0.19%-5,29013F-HRTimeline
KPP Advisory Services LLC50,377$2.24M0.28%+5,20213F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp50,347$2.24M<0.01%+27,21513F-HRTimelineGroup
Summit Financial, LLC49,964$2.23M0.02%+5,11713F-HRTimeline
Armstrong, Fleming & Moore, Inc49,626$2.21M0.73%-6213F-HRTimeline
DAVENPORT & Co LLC49,028$2.18M0.01%+13,67813F-HRTimeline
Sigma Planning Corp48,477$2.16M0.05%+9,97013F-HRTimeline
Vantus Wealth LLC47,872$2.13M1.14%13F-HRTimeline
VICUS CAPITAL47,692$2.12M0.14%+10,33713F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.47,500$2.11M<0.01%013F-HRTimelineGroup
Mayflower Financial Advisors, LLC47,159$2.1M0.18%+4513F-HRTimeline
KMG FIDUCIARY PARTNERS, LLC46,994$2.09M0.19%+16613F-HRTimeline
Tempus Wealth Planning, LLC46,808$2.08M0.41%-25613F-HRTimeline
Capital Investment Advisory Services, L…46,229$2.06M0.13%+9,34013F-HRTimeline
OneDigital Investment Advisors LLC46,056$2.05M0.02%-1,26613F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth45,066$2M<0.01%+16,07213F-HRTimelineGroup
RFG Advisory, LLC43,889$1.95M0.03%-5,22513F-HRTimeline
WealthCare Investment Partners, LLC43,629$1.94M0.47%+1,29113F-HRTimeline
Lincoln Capital LLC42,760$1.9M0.34%+7,76413F-HRTimeline
Arax Advisory Partners41,417$1.84M0.01%+33,39313F-HRTimeline
Integrated Advisors Network LLC41,373$1.84M0.08%+27,63813F-HRTimeline
GWN SECURITIES INC.41,311$1.84M0.31%+3,37213F-HRTimeline
TCFG Investment Advisors, LLCin group TCFG Investment Advisors, LLC40,105$1.78M0.6%+62213F-HRTimelineGroup
CWS Financial Advisors, LLC39,922$1.78M0.39%-7013F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC39,318$1.75M<0.01%+6013F-HRTimelineGroup
Bill Few Associates, Inc.38,635$1.72M0.37%+4,94013F-HRTimeline
HBW ADVISORY SERVICES LLC38,593$1.72M0.16%-1,17713F-HRTimeline
CVFG LLC38,302$1.7M0.18%+17,77813F-HRTimeline
Independent Wealth Network Inc.38,019$1.69M0.43%+74613F-HRTimeline