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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, 182,916,018 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
182,916,018

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
Jacobi Capital Management LLC37,947$1.69M0.08%+5,14113F-HRTimeline
Investment Planning Advisors, Inc.35,231$1.57M0.36%-1,39513F-HRTimeline
FOURPATH CAPITAL MANAGEMENT, LLC35,058$1.56M0.21%+4,06113F-HRTimeline
180 WEALTH ADVISORS, LLC34,897$1.55M0.16%+1,88613F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC34,798$1.55M0.01%-45713F-HRTimeline
RM Financial Services, LLC33,456$1.49M1.11%+2,76913F-HRTimeline
PRIVATE CLIENT SERVICES, LLC33,294$1.48M0.39%new13F-HRTimeline
Security Financial Services, INC.32,327$1.44M0.2%-8,62513F-HRTimeline
Belpointe Asset Management LLC31,879$1.42M0.05%+5,96313F-HRTimeline
Ausdal Financial Partners, Inc.31,359$1.39M0.05%+2,65213F-HRTimeline
PRIVATE TRUST CO NA30,706$1.37M0.11%+16313F-HRTimeline
VestGen Advisors, LLC29,367$1.31M0.04%-5,38013F-HRTimeline
Balentine LLC29,107$1.29M0.05%013F-HRTimeline
Visionary Wealth Advisors28,417$1.26M0.05%+1,63013F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC28,224$1.26M<0.01%new13F-HRTimeline
KOM Wealth Management Group, LLC27,109$1.21M0.73%+1,00613F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …26,921$1.2M0.01%-7,45213F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC26,909$1.2M<0.01%+9,30813F-HRTimelineGroup
SUMMIT WEALTH GROUP LLC / CO26,618$1.18M0.1%-72613F-HRTimeline
M Holdings Securities, Inc.26,869$1.18M0.16%-6413F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…26,410$1.17M<0.01%+94713F-HRTimelineGroup
NWF Advisory Services Inc.25,550$1.14M0.11%+50113F-HRTimeline
Gladstone Institutional Advisory LLC25,528$1.14M0.04%+1,00913F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC25,414$1.13M<0.01%+3,62913F-HRTimelineGroup
Prime Capital Investment Advisors, LLC25,125$1.12M0.01%+3,00013F-HRTimeline
MGO ONE SEVEN LLC24,726$1.1M0.02%-18913F-HRTimeline
Peak Asset Management, LLC24,575$1.09M0.16%new13F-HRTimeline
Owen LaRue, LLC24,499$1.09M0.38%-79113F-HRTimeline
AE Wealth Management LLC23,711$1.05M<0.01%new13F-HRTimeline
CERTIOR FINANCIAL GROUP, LLC23,523$1.05M0.57%+2713F-HRTimeline
ROTHSCHILD INVESTMENT LLC23,110$1.03M0.04%-32513F-HRTimeline
Wealth Science Advisors LLC23,018$1.02M0.46%013F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC22,750$1.01M0.02%new13F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC22,312$992K0.07%+3,59413F-HRTimeline
Creative Planningin group Creative Planning21,727$966K<0.01%-5,14113F-HRTimelineGroup
Advisor OS, LLCin group Advisor OS, LLC20,485$911K0.06%-9,27413F-HRTimelineGroup
GATEWAY INVESTMENT ADVISERS LLC20,185$898K0.01%new13F-HRTimeline
HB Wealth Management, LLC19,470$866K<0.01%new13F-HRTimeline
CLG LLC19,055$848K0.19%+71513F-HRTimeline
Perigon Wealth Management, LLC18,685$831K0.01%+1,76013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…18,731$831K0.05%-17113F-HRTimeline
Rather & Kittrell, Inc.18,621$828K0.12%-70913F-HRTimeline
RICHARDS, MERRILL & PETERSON, INC.18,525$824K0.26%+4,40013F-HRTimeline
Smith Thornton Advisors LLC18,392$817K0.36%+313F-HRTimeline
NWAM LLC18,342$816K0.04%+2,18413F-HRTimeline
Simplicity Wealth,LLC18,123$806K0.03%-1,73313F-HRTimeline
Sowell Financial Services LLC17,931$798K0.03%+2,45713F-HRTimeline
Allworth Financial LP17,848$794K<0.01%-4,91613F-HRTimeline
Merited Wealth, LLC17,689$787K0.56%-46,93513F-HRTimeline
Advance Capital Management, Inc.17,612$783K0.03%+1,49713F-HRTimeline
WEDBUSH SECURITIES INC17,507$779K0.02%+20113F-HRTimeline
FLORIDA FINANCIAL ADVISORS, LLC17,363$772K0.13%+4,68913F-HRTimeline
Sun Financial Inc16,372$757K0.36%-1,33313F-HRTimeline
UPTICK PARTNERS, LLC16,405$730K0.11%+2713F-HRTimeline
EVERPAR ADVISORS LLC16,156$719K0.2%-65013F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.16,009$712K0.03%+1,72513F-HRTimelineGroup
VICTORY FINANCIAL GROUP, LLC15,884$707K0.07%new13F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC15,735$700K0.13%+3813F-HRTimeline
AdvisorNet Financial, Inc15,639$696K0.03%+1813F-HRTimeline
HUNTER ASSOCIATES INVESTMENT MANAGEMENT…15,550$691K0.08%013F-HRTimeline
Hobart Private Capital, LLC15,453$687K0.12%+75613F-HRTimeline
Evergreen Wealth Partners LLC15,038$669K0.4%new13F-HRTimeline
IHT Wealth Management, LLC14,882$662K0.01%-1813F-HRTimeline
Faithward Advisors, LLC14,800$658K0.08%+1313F-HRTimeline
TKG Advisors, LLC14,777$657K0.23%-2,49613F-HRTimeline
CIM, LLC14,332$637K0.08%+17413F-HRTimeline
Beacon Financial Advisory LLC14,313$637K0.13%-2,70013F-HRTimeline
tru Independence LLC14,301$636K0.28%-56813F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC14,220$633K0.01%+4,33913F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV14,073$626K<0.01%+5,43113F-HR/ATimeline
AUCTUS ADVISORS LLC13,888$618K0.52%+60413F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC13,747$611K0.02%-71513F-HRTimelineGroup
HAZLETT, BURT & WATSON, INC.13,693$608K0.16%+2,63013F-HRTimeline
Tribridge Partners Financial LLC13,786$604K0.24%013F-HRTimeline
AlphaCore Capital LLC13,418$598K0.01%+9013F-HRTimeline
SALEM INVESTMENT COUNSELORS INC13,250$590K0.01%013F-HRTimeline
MSH Capital Advisors LLC13,235$589K0.1%+3,83713F-HRTimeline
Procyon Advisors, LLC12,948$576K0.02%-1013F-HRTimeline
Total Clarity Wealth Management, Inc.12,855$572K0.11%-37313F-HRTimeline
Arkadios Wealth Advisors12,853$572K0.01%-1,16013F-HRTimeline
Clarity Asset Management, Inc.12,221$544K0.27%+46513F-HRTimeline
HARMONY ASSET MANAGEMENT LLC12,181$542K0.15%-65613F-HRTimeline
Lantern Wealth Advisors, LLC12,175$542K0.25%-2,73713F-HRTimeline
VestGen Investment Management12,001$534K0.28%-14513F-HRTimeline
Crewe Advisors LLC11,971$532K0.04%+7513F-HRTimeline
Heritage Wealth Management, Inc.11,903$529K0.13%+3,61113F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC11,433$524K<0.01%new13F-HRTimelineGroup
Kovack Advisors, Inc.11,549$513K0.02%+30513F-HRTimeline
MRWM Advisors, LLC11,515$512K0.21%-1,15113F-HRTimeline
Wealth Group Ltd11,343$505K0.1%new13F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…11,342$504K0.06%+1613F-HRTimeline
BEACON FINANCIAL GROUP11,319$503K0.05%-15413F-HRTimeline
United Advisor Group, LLC11,314$503K0.05%-5213F-HRTimeline
Cravens & Co Advisors, LLC11,033$491K0.33%-1,78713F-HRTimeline
CITIGROUP INCin group CITIGROUP INC11,025$490K<0.01%+61113F-HRTimelineGroup
FLPUTNAM INVESTMENT MANAGEMENT CO10,987$489K0.01%-25013F-HRTimeline
Fearless Solutions, LLC dba Best Invest10,948$487K0.26%+1,03613F-HRTimeline
Meridian Wealth Advisors, LLC10,890$484K0.06%new13F-HRTimeline
Platt Wealth Management LLC10,884$484K0.39%-5,89913F-HRTimeline
Balboa Wealth Partners10,598$471K0.06%-2,68813F-HRTimeline
Saxony Capital Management, LLC10,586$471K0.22%013F-HRTimeline
Octavia Wealth Advisors, LLC10,511$468K0.04%-25213F-HRTimeline
Savvy Advisors, Inc.10,288$458K0.01%+3,45813F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\10,179$453K<0.01%+4,59813F-HRTimelineGroup
AWM CAPITAL, LLC10,043$447K0.04%+2313F-HRTimeline
Trilogy Capital Inc.9,967$443K0.02%-67913F-HRTimeline
HFG Advisors, Inc.9,925$441K0.28%013F-HRTimeline
Cornerstone Wealth Management, LLC9,911$441K0.02%+45013F-HRTimeline
Regent Peak Wealth Advisors LLC9,490$422K0.08%-8513F-HRTimeline
Rothschild Wealth LLC9,404$418K0.03%-6,31613F-HRTimeline
Professional Financial Advisors, LLC9,320$415K0.07%new13F-HRTimeline
INTEGRITY ALLIANCE, LLC.9,262$412K0.01%new13F-HRTimeline
FMR LLCin group FMR LLC9,087$404K<0.01%+3,84613F-HRTimelineGroup
PFG Investments, LLC9,057$403K0.02%-62313F-HRTimeline
Clark Capital Management Group, Inc.8,910$396K<0.01%-40913F-HRTimeline
GeoWealth Management, LLC8,841$393K0.01%-1313F-HRTimeline
Intrua Financial, LLC8,764$390K0.04%+3,23913F-HRTimeline
McKinney Capital Management, LLC8,696$387K0.15%+13613F-HRTimeline
COMMERCE BANKin group COMMERCE BANK8,687$386K<0.01%013F-HRTimelineGroup
Detalus Advisors, LLC8,416$374K0.07%013F-HRTimeline
Millington Financial Advisors, LLC8,500$374K0.15%013F-HRTimeline
Snowden Capital Advisors LLC8,302$369K0.01%+15313F-HRTimeline
LEE DANNER & BASS INC8,075$359K0.02%+80013F-HRTimeline
Convergence Financial, LLC8,066$359K0.03%new13F-HRTimeline
Northwest Financial Advisors8,009$356K0.05%+96813F-HRTimeline
Mascagni Wealth Management, Inc.7,968$354K0.22%+3713F-HRTimeline
Maridea Wealth Management LLC7,842$349K0.04%new13F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC7,808$347K0.01%-17013F-HRTimeline
Investmark Advisory Group LLC7,733$344K0.13%+213F-HRTimeline
AVAII WEALTH MANAGEMENT, LLC7,589$338K0.1%013F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…7,520$334K<0.01%new13F-HRTimelineGroup
RiverFront Investment Group, LLC7,487$333K<0.01%013F-HRTimeline
First Heartland Consultants, Inc.7,408$330K0.02%+81813F-HRTimeline
National Wealth Management Group, LLC7,283$324K0.1%-35013F-HRTimeline
Sequoia Financial Advisors, LLC7,189$320K<0.01%new13F-HRTimeline
NavPoint Financial, Inc.7,180$319K0.12%+1,29713F-HRTimeline
MARK SHEPTOFF FINANCIAL PLANNING, LLC7,069$314K0.17%013F-HRTimeline
ECLECTIC ASSOCIATES INC /ADV7,005$312K0.04%-1,62013F-HRTimeline
Towneley Capital Management, Inc / DE7,000$311K0.06%new13F-HRTimeline
Worth Financial Advisory Group, LLC6,932$308K0.13%+5,17913F-HRTimeline
Indie Asset Partners, LLC6,689$298K0.28%013F-HRTimeline
Facet Wealth, Inc.6,677$297K<0.01%new13F-HRTimeline
WEST MICHIGAN ADVISORS, LLC6,637$295K0.06%+9513F-HR/ATimeline
XTX Topco Ltdin group XTX Topco Ltd6,560$292K<0.01%new13F-HRTimelineGroup
Register Financial Advisors LLC6,502$289K0.09%-37913F-HRTimeline
Hexagon Capital Partners LLC6,470$288K0.04%013F-HRTimeline
Colonial River Investments, LLC6,332$282K0.08%+97013F-HRTimeline
Aprio Wealth Management, LLC6,328$281K0.01%+113F-HRTimeline
Rollins Financial Advisors, LLC6,264$279K0.04%-37113F-HRTimeline
Mission Financial Group, LLC6,136$273K0.23%13F-HRTimeline
Root Financial Partners, LLC6,105$272K0.01%013F-HRTimeline
Wealth Management Associates, Inc.6,056$269K0.07%013F-HRTimeline
CapWealth Advisors, LLC6,049$269K0.02%-78313F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC6,039$269K0.01%-50013F-HRTimeline
AMERIFLEX GROUP, INC.5,978$266K0.11%+3,60313F-HRTimeline
CALTON & ASSOCIATES, INC.5,976$266K0.04%+313F-HRTimeline
Fortis Capital Advisors, LLC5,962$265K0.03%new13F-HRTimeline
January Capital Advisors LLC5,958$265K0.22%+12313F-HRTimeline
Synergy Investment Management, LLC5,948$265K0.06%+99713F-HRTimeline
Quantinno Capital Management LP5,860$261K<0.01%new13F-HRTimeline
Founders Financial Alliance, LLC5,616$250K0.03%013F-HRTimeline
Avant Capital LLC5,558$247K0.15%-24013F-HRTimeline
WORLD EQUITY GROUP, INC.5,424$241K0.05%-5,42413F-HRTimeline
FinDec Wealth Services, Inc.5,410$241K0.28%-2213F-HRTimeline
LEIGH BALDWIN & CO., LLC5,405$240K0.13%new13F-HRTimeline
CIBC Bancorp USA Inc.in group CIBC Bancorp USA Inc.5,336$237K<0.01%013F-HRTimelineGroup
Tidemark, LLC5,251$234K0.05%new13F-HRTimeline
SFE Investment Counsel5,207$232K0.03%013F-HRTimeline
Aspen Capital Management, LLC5,207$232K0.05%013F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…5,202$231K<0.01%-69,43513F-HRTimelineGroup
Alta Wealth Advisors LLC5,134$228K0.06%new13F-HRTimeline
MISSION WEALTH MANAGEMENT, LP5,115$228K<0.01%new13F-HRTimeline
Silver Grove Financial Group, Inc.5,102$227K0.12%new13F-HRTimeline
Vermillion & White Wealth Management Gr…4,976$221K0.11%new13F-HRTimeline
Duncan Williams Asset Management, LLC4,894$218K0.05%new13F-HRTimeline
CFS Investment Advisory Services, LLC4,922$217K0.01%+813F-HRTimeline
OpenArc Corporate Advisory, LLC4,867$216K<0.01%-51313F-HRTimeline
Equity Wealth Partners, LLC4,807$214K0.08%new13F-HRTimeline
EP Wealth Advisors, LLC4,775$212K<0.01%new13F-HRTimeline
Swisher Financial Concepts, Inc.4,683$208K0.13%-4,25713F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.4,620$205K0.02%new13F-HRTimelineGroup
Forvis Mazars Wealth Advisors, LLC4,586$204K<0.01%new13F-HRTimeline
Junk Investment Group, LLC4,525$201K0.09%new13F-HRTimeline
Cresset Asset Management, LLC4,507$200K<0.01%new13F-HRTimeline
MOTCO3,727$166K0.01%013F-HRTimeline
Larson Financial Group LLC3,665$163K<0.01%013F-HRTimeline
Birchwood Financial Partners, Inc.3,151$140K0.11%+313F-HRTimeline
CHILTON CAPITAL MANAGEMENT LLC3,142$140K<0.01%+68813F-HRTimeline
MATHER GROUP, LLC.2,611$116K<0.01%013F-HRTimeline
Richardson Capital Management LLC2,500$111K0.05%013F-HRTimeline
Winch Advisory Services, LLC2,348$104K0.02%+1,15513F-HRTimeline
First PREMIER Bank2,234$99K0.02%013F-HRTimeline
Financial Perspectives, Inc2,214$98.5K0.02%+213F-HRTimeline
LANARK FINANCIAL, INC.2,207$98.2K0.01%013F-HRTimeline
Miller Capital Partners, Inc.2,140$95.2K0.04%013F-HRTimeline
FLAGSHIP WEALTH ADVISORS, LLC2,007$89.3K0.02%new13F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors1,897$84.1K0.01%new13F-HRTimelineGroup
Innovative Asset Advisors Group, LLC1,822$81.2K0.04%+13013F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…1,630$72.6K0.03%+7913F-HRTimeline
BAYBAN1,585$70.5K0.05%013F-HRTimeline