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Disclosery

CGUS CAPITAL GROUP CORE EQUITY ET

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SHS CREAT UNIT (fund)

302 managers (305 13F filers) reported a position in CGUS shares at 2024-12-31, 82,184,906 shares in all. 29 filers opened a position and 9 filers sold out during the quarter.

Managers
302
13F filers
305
New
29
Added
177
Reduced
45
Sold out
9
Shares held by filers
82,184,906

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
tru Independence LLC12,753$446K0.14%+27713F-HRTimeline
ECLECTIC ASSOCIATES INC /ADV12,711$445K0.13%new13F-HRTimeline
Hobart Private Capital, LLC12,353$432K0.11%+32513F-HRTimeline
BEACON FINANCIAL GROUP12,187$426K0.05%+31913F-HRTimeline
Prime Capital Investment Advisors, LLC12,125$424K0.01%013F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth11,912$417K<0.01%+213F-HR/ATimelineGroup
KOM Wealth Management Group, LLC11,814$413K0.31%+3,01013F-HRTimeline
Octavia Wealth Advisors, LLC11,765$411K0.05%+1713F-HRTimeline
Lincoln Capital LLC11,727$410K0.09%new13F-HRTimeline
Swisher Financial Concepts, Inc.11,630$407K0.48%-24,58813F-HRTimeline
NWAM LLC11,623$406K0.03%+1,46213F-HRTimeline
COMERICA BANK11,313$396K<0.01%+3,78913F-HR/ATimeline
Freedom Investment Management, Inc.11,267$394K0.03%+51713F-HRTimeline
Venture Visionary Partners LLC11,239$393K0.02%+4,15113F-HR/ATimeline
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…11,045$386K0.07%-2,67513F-HRTimelineGroup
Cornerstone Wealth Management, LLC10,977$384K0.03%+913F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC10,970$383K0.02%new13F-HRTimeline
IFG Advisory, LLC10,898$381K0.02%new13F-HRTimeline
CVFG LLC10,873$380K0.35%13F-HRTimeline
AdvisorNet Financial, Inc10,828$379K0.03%+4,29513F-HRTimeline
HFG Advisors, Inc.10,818$378K0.33%-41313F-HRTimeline
Fearless Solutions, LLC dba Best Invest10,760$376K0.29%13F-HRTimeline
MGO ONE SEVEN LLC10,668$373K0.01%+3213F-HRTimeline
UPTICK PARTNERS, LLC10,624$372K0.13%-60013F-HRTimeline
United Advisor Group, LLC10,474$366K0.07%+1313F-HRTimeline
Richmond Investment Services, LLC10,311$361K0.2%13F-HRTimeline
Tyler-Stone Wealth Management10,257$359K0.06%+2,85713F-HRTimeline
Investmark Advisory Group LLC10,128$354K0.17%+3113F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …10,025$351K0.01%-40013F-HRTimelineGroup
Visionary Wealth Advisors10,001$350K0.02%+1,22313F-HRTimeline
National Wealth Management Group, LLC9,599$336K0.22%+20013F-HRTimeline
CapWealth Advisors, LLC9,283$325K0.04%-48413F-HRTimeline
Rather & Kittrell, Inc.9,034$316K0.07%+43613F-HRTimeline
Cornerstone Wealth Advisors, Inc.9,013$315K0.09%new13F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.8,905$311K0.02%-1,35713F-HR/ATimelineGroup
Gladstone Institutional Advisory LLC8,509$298K0.01%-14713F-HRTimeline
PRIVATE TRUST CO NA8,485$297K0.03%013F-HRTimeline
Detalus Advisors, LLC8,416$294K0.1%013F-HRTimeline
Perigon Wealth Management, LLC8,252$291K0.01%new13F-HRTimeline
Advance Capital Management, Inc.8,205$287K0.01%+2913F-HRTimeline
CIM, LLC8,061$282K0.04%+95213F-HRTimeline
PFG Investments, LLC7,936$278K0.02%+4513F-HRTimeline
GPS Wealth Strategies Group, LLC7,870$275K0.04%-53513F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…7,734$270K0.04%new13F-HRTimeline
J.W. COLE ADVISORS, INC.7,712$270K0.01%+513F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC7,571$265K0.01%-26913F-HR/ATimeline
TITLEIST ASSET MANAGEMENT, LLC7,540$264K0.03%+2313F-HRTimeline
Atria Investments, Inc7,443$260K<0.01%+1,48213F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…7,358$257K0.02%-211,72513F-HRTimeline
WORLD EQUITY GROUP, INC.7,279$255K0.05%-5113F-HRTimeline
Kingsview Wealth Management, LLC7,270$254K<0.01%+71013F-HRTimeline
NWF Advisory Services Inc.7,154$250K0.04%+1,18613F-HRTimeline
WINTRUST INVESTMENTS LLC6,998$244K0.21%-84113F-HRTimeline
Kovack Advisors, Inc.6,853$240K0.02%new13F-HRTimeline
Indie Asset Partners, LLC6,789$237K0.19%013F-HRTimeline
COMMERCE BANKin group COMMERCE BANK6,719$235K<0.01%013F-HRTimelineGroup
First Horizon Advisors, Inc.6,424$225K0.01%013F-HRTimeline
Worth Financial Advisory Group, LLC6,104$213K0.13%+1513F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC5,823$204K0.02%new13F-HRTimeline
ACAS, LLC5,561$203K0.15%-79813F-HRTimeline
PRIVATE CLIENT SERVICES, LLC5,727$200K0.11%new13F-HRTimeline
LEE DANNER & BASS INC3,450$121K0.01%new13F-HRTimeline
Northwest Capital Management Inc3,134$110K0.05%013F-HRTimeline
IFP Advisors, Inc3,122$109K<0.01%+51813F-HRTimeline
ORG Partners LLC2,994$105K0.01%new13F-HRTimeline
RICHARDS, MERRILL & PETERSON, INC.2,850$99.7K0.05%13F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…2,832$99.1K0.02%+1613F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.2,770$97.4K<0.01%013F-HRTimelineGroup
OARSMAN CAPITAL, INC.2,750$96.2K0.02%013F-HRTimeline
MATHER GROUP, LLC.2,611$91.3K<0.01%013F-HRTimeline
Larson Financial Group LLC2,465$86.2K<0.01%+43013F-HRTimeline
CoreCap Advisors, LLC2,409$84.2K<0.01%-4513F-HRTimeline
Geneos Wealth Management Inc.2,173$76K<0.01%+1,14313F-HRTimeline
SALEM INVESTMENT COUNSELORS INC1,847$64.6K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
CLEAR INVESTMENT RESEARCH, LLC1,769$61.9K0.08%+1013F-HRTimeline
Financial Perspectives, Inc1,541$53.9K0.02%013F-HRTimeline
Synergy Investment Management, LLC1,435$50.2K0.02%13F-HRTimeline
MARK SHEPTOFF FINANCIAL PLANNING, LLC1,266$44.3K0.02%+8713F-HRTimeline
Winch Advisory Services, LLC1,186$41.5K0.01%+513F-HRTimeline
Stonebridge Financial Group, LLC1,178$41.2K<0.01%13F-HRTimeline
SIMPLEX TRADING, LLC1,159$40K<0.01%new13F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC1,000$35K<0.01%013F-HRTimelineGroup
BARRETT & COMPANY, INC.992$34.7K0.01%-313F-HRTimeline
Capital A Wealth Management, LLC982$34.3K0.06%13F-HRTimeline
HAZLETT, BURT & WATSON, INC.1,000$34K0.02%+32513F-HRTimeline
McIlrath & Eck, LLC900$31.5K<0.01%013F-HRTimeline
Trust Co840$29.4K<0.01%013F-HRTimeline
Medallion Wealth Advisors, LLC825$28.9K0.01%13F-HRTimeline
Cassady Schiller Wealth Management, LLC675$23.6K0.01%013F-HRTimeline
Annis Gardner Whiting Capital Advisors,…605$21.2K0.01%+4113F-HRTimeline
Venturi Wealth Management, LLC574$20.1K<0.01%new13F-HRTimeline
Whipplewood Advisors, LLC520$18.2K0.01%13F-HRTimeline
AMERIFLEX GROUP, INC.434$15.8K0.01%13F-HRTimeline
ARVEST INVESTMENTS, INC.409$14.3K<0.01%013F-HRTimeline
IAG Wealth Partners, LLC355$12.4K<0.01%013F-HRTimeline
SIGNATUREFD, LLC306$10.7K<0.01%new13F-HRTimeline
Wood Tarver Financial Group, LLC197$6K<0.01%13F-HRTimeline
LANARK FINANCIAL, INC.149$5.22K0.48%-132,40813F-HRTimeline
Central Pacific Bank - Trust Division85$2.97K<0.01%new13F-HRTimeline
MAI Capital Management83$2.9K<0.01%new13F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC81$2.83K<0.01%new13F-HRTimeline
FMR LLCin group FMR LLC2$70<0.01%new13F-HRTimelineGroup