Skip to content
Disclosery

CGUS CAPITAL GROUP CORE EQUITY ET

Follow

SHS CREAT UNIT (fund)

318 managers (320 13F filers) reported a position in CGUS shares at 2025-03-31, 97,869,731 shares in all. 31 filers opened a position and 14 filers sold out during the quarter.

Managers
318
13F filers
320
New
31
Added
193
Reduced
60
Sold out
14
Shares held by filers
97,869,731

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
KOM Wealth Management Group, LLC16,151$539K0.47%+4,33713F-HRTimeline
Faithward Advisors, LLC16,053$536K0.09%-13,93413F-HRTimeline
RFG Advisory, LLC15,787$527K0.01%+1,23913F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC15,785$527K<0.01%new13F-HRTimelineGroup
VestGen Investment Management15,402$514K0.39%+10313F-HRTimeline
WEDBUSH SECURITIES INC15,073$503K0.02%-65713F-HRTimeline
Visionary Wealth Advisors15,037$502K0.03%+5,03613F-HRTimeline
High Falls Advisors, Inc15,027$502K0.12%+1,94813F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC14,648$489K0.19%013F-HRTimeline
Prime Capital Investment Advisors, LLC14,607$488K0.01%+2,48213F-HRTimeline
U.S. Capital Wealth Advisors, LLC14,493$484K0.01%new13F-HRTimeline
Total Clarity Wealth Management, Inc.13,826$483K0.16%-2,20013F-HRTimeline
CAROLINAS WEALTH CONSULTING LLC14,277$477K0.1%-7,94413F-HRTimeline
Cravens & Co Advisors, LLC14,232$475K0.37%-17713F-HRTimeline
Tyler-Stone Wealth Management14,107$471K0.08%+3,85013F-HRTimeline
Venture Visionary Partners LLC13,997$468K0.02%+2,75813F-HRTimeline
TKG Advisors, LLC13,950$466K0.23%-93113F-HRTimeline
TCFG WEALTH MANAGEMENT, LLCin group TCFG Investment Advisors, LLC13,702$458K0.23%013F-HRTimelineGroup
Hobart Private Capital, LLC13,656$456K0.11%+1,30313F-HRTimeline
CVFG LLC13,649$456K0.41%+2,77613F-HRTimeline
Arkadios Wealth Advisors13,162$440K0.02%013F-HRTimeline
HARMONY ASSET MANAGEMENT LLC13,098$437K0.18%-37913F-HRTimeline
Trilogy Capital Inc.12,967$433K0.02%013F-HRTimeline
AdvisorNet Financial, Inc12,895$431K0.03%+2,06713F-HRTimeline
Gladstone Institutional Advisory LLC12,894$431K0.02%+4,38513F-HRTimeline
tru Independence LLC12,863$430K0.13%+11013F-HRTimeline
ECLECTIC ASSOCIATES INC /ADV12,531$419K0.11%-18013F-HRTimeline
AlphaCore Capital LLC12,264$411K0.03%new13F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…12,307$410K0.06%+4,57313F-HRTimeline
Simplicity Wealth,LLC11,874$397K0.03%new13F-HRTimeline
COMERICA BANK11,769$393K<0.01%+45613F-HRTimeline
NWAM LLC11,652$389K0.03%+2913F-HRTimeline
Octavia Wealth Advisors, LLC11,599$388K0.05%-16613F-HRTimeline
Freedom Investment Management, Inc.11,612$388K0.03%+34513F-HRTimeline
PRIVATE TRUST CO NA11,522$385K0.04%+3,03713F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …11,225$375K0.01%+1,20013F-HRTimelineGroup
Worth Financial Advisory Group, LLC11,107$371K0.24%+5,00313F-HRTimeline
MGO ONE SEVEN LLC10,798$361K0.01%+13013F-HRTimeline
UPTICK PARTNERS, LLC10,751$359K0.12%+12713F-HRTimeline
Fearless Solutions, LLC dba Best Invest10,610$354K0.28%-15013F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.10,566$354K0.02%+1,66113F-HR/ATimelineGroup
United Advisor Group, LLC10,474$350K0.07%013F-HRTimeline
Investmark Advisory Group LLC10,128$338K0.17%013F-HRTimeline
Rather & Kittrell, Inc.9,984$333K0.07%+95013F-HRTimeline
HFG Advisors, Inc.9,925$331K0.28%-89313F-HRTimeline
Mission Financial Group, LLC8,452$325K0.3%13F-HRTimeline
National Wealth Management Group, LLC9,559$319K0.21%-4013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…9,535$318K0.03%+2,17713F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth9,484$317K<0.01%-2,42813F-HR/ATimelineGroup
Cornerstone Wealth Management, LLC9,461$316K0.02%-1,51613F-HRTimeline
Richmond Investment Services, LLC9,209$308K0.17%-1,10213F-HRTimeline
BEACON FINANCIAL GROUP8,976$300K0.03%-3,21113F-HRTimeline
VICUS CAPITAL8,882$297K0.03%new13F-HRTimeline
GPS Wealth Strategies Group, LLC8,857$296K0.04%+98713F-HRTimeline
CapWealth Advisors, LLC8,797$294K0.03%-48613F-HRTimeline
WORLD EQUITY GROUP, INC.8,725$291K0.08%+1,44613F-HRTimeline
Perigon Wealth Management, LLC8,476$283K0.01%+22413F-HRTimeline
Detalus Advisors, LLC8,416$281K0.09%013F-HRTimeline
Advance Capital Management, Inc.8,205$274K0.01%013F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC8,126$271K0.03%+58613F-HRTimeline
PFG Investments, LLC7,936$265K0.02%013F-HRTimeline
Owen LaRue, LLC7,705$257K0.13%new13F-HRTimeline
Atria Investments, Inc7,604$254K<0.01%+16113F-HRTimeline
FLORIDA FINANCIAL ADVISORS, LLC7,505$251K0.1%new13F-HRTimeline
Geneos Wealth Management Inc.7,367$246K<0.01%+5,19413F-HRTimeline
CIM, LLC7,098$237K0.04%-96313F-HRTimeline
Kovack Advisors, Inc.6,880$230K0.02%+2713F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC6,791$227K0.01%-78013F-HR/ATimeline
Indie Asset Partners, LLC6,789$227K0.2%013F-HRTimeline
COMMERCE BANKin group COMMERCE BANK6,719$224K<0.01%013F-HRTimelineGroup
NWF Advisory Services Inc.6,717$224K0.03%-43713F-HRTimeline
First Horizon Advisors, Inc.6,424$215K0.01%013F-HRTimeline
INTEGRITY ALLIANCE, LLC.6,188$207K0.01%new13F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC5,649$189K0.01%+4,64913F-HRTimelineGroup
THURSTON, SPRINGER, MILLER, HERD & TITA…5,125$171K0.03%+2,29313F-HRTimeline
Vermillion & White Wealth Management Gr…3,722$124K0.09%new13F-HRTimeline
Northwest Capital Management Inc3,134$105K0.04%013F-HRTimeline
Synergy Investment Management, LLC2,885$96.4K0.04%+1,45013F-HRTimeline
RICHARDS, MERRILL & PETERSON, INC.2,850$95.2K0.05%013F-HRTimeline
MATHER GROUP, LLC.2,611$87.2K<0.01%013F-HRTimeline
CoreCap Advisors, LLC2,606$87K<0.01%+19713F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.2,770$82.9K<0.01%013F-HRTimelineGroup
Larson Financial Group LLC2,465$82.3K<0.01%013F-HRTimeline
MARK SHEPTOFF FINANCIAL PLANNING, LLC2,315$77.3K0.04%+1,04913F-HRTimeline
IAG Wealth Partners, LLC2,180$72.8K0.01%+1,82513F-HRTimeline
CLEAR INVESTMENT RESEARCH, LLC1,800$60.1K0.08%+3113F-HRTimeline
AMERIFLEX GROUP, INC.1,760$58.8K0.02%+1,32613F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.1,757$58.7K0.04%new13F-HRTimeline
Financial Perspectives, Inc1,541$51.5K0.02%013F-HRTimeline
Stonebridge Financial Group, LLC1,188$39.7K<0.01%+1013F-HRTimeline
Winch Advisory Services, LLC1,186$39.6K0.01%013F-HRTimeline
Medallion Wealth Advisors, LLC1,087$36.4K0.02%+26213F-HRTimeline
SIMPLEX TRADING, LLC1,082$36K<0.01%-7713F-HRTimeline
ORG Partners LLC1,017$34.1K0.01%-1,97713F-HRTimeline
HAZLETT, BURT & WATSON, INC.1,000$33K0.01%013F-HRTimeline
BARRETT & COMPANY, INC.987$33K0.01%-513F-HRTimeline
CHILTON CAPITAL MANAGEMENT LLC935$31.2K<0.01%new13F-HRTimeline
McIlrath & Eck, LLC900$30.1K<0.01%013F-HRTimeline
Capital A Wealth Management, LLC886$29.6K0.03%-9613F-HRTimeline
Trust Co840$28.1K<0.01%013F-HRTimeline
Annis Gardner Whiting Capital Advisors,…656$22K0.01%+5113F-HRTimeline
Whipplewood Advisors, LLC531$17.4K0.01%+1113F-HRTimeline
Bogart Wealth, LLC514$17.2K<0.01%new13F-HRTimeline
ARVEST INVESTMENTS, INC.409$13.7K<0.01%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\375$12.5K<0.01%new13F-HRTimelineGroup
CX Institutional330$11K<0.01%new13F-HRTimeline
SIGNATUREFD, LLC306$10.2K<0.01%013F-HRTimeline
N.E.W. Advisory Services LLC200$6.68K<0.01%new13F-HRTimeline
Wood Tarver Financial Group, LLC197$6.58K<0.01%013F-HRTimeline
Pinnacle Bancorp, Inc.192$6.41K<0.01%new13F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC176$5.88K<0.01%new13F-HRTimeline
Central Pacific Bank - Trust Division85$2.84K<0.01%013F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC81$2.83K<0.01%013F-HRTimeline
Plante Moran Financial Advisors, LLC80$2.67K<0.01%new13F-HRTimeline
Rossby Financial, LCC69$2.26K<0.01%new13F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC35$1.17K<0.01%new13F-HRTimeline
MassMutual Private Wealth & Trust, FSB2$67<0.01%new13F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0-108,91613F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.