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Disclosery

CGUS CAPITAL GROUP CORE EQUITY ET

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SHS CREAT UNIT (fund)

334 managers (336 13F filers) reported a position in CGUS shares at 2025-06-30, 108,488,201 shares in all. 31 filers opened a position and 17 filers sold out during the quarter.

Managers
334
13F filers
336
New
31
Added
197
Reduced
73
Sold out
17
Shares held by filers
108,488,201

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
Freedom Investment Management, Inc.18,392$679K0.05%+6,78013F-HRTimeline
Smith Thornton Advisors LLC18,388$679K0.39%+113F-HRTimeline
Mascagni Wealth Management, Inc.18,338$677K0.58%-7,75313F-HRTimeline
ROTHSCHILD INVESTMENT LLC18,139$670K0.04%+1,25113F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC17,295$639K0.02%-51313F-HRTimelineGroup
AdvisorNet Financial, Inc17,216$636K0.04%+4,32113F-HRTimeline
EVERPAR ADVISORS LLC16,856$622K0.28%-3013F-HRTimeline
Procyon Advisors, LLC16,725$618K0.06%+4013F-HRTimeline
HUNTER ASSOCIATES INVESTMENT MANAGEMENT…16,300$603K0.09%013F-HRTimeline
Tyler-Stone Wealth Management16,282$601K0.1%+2,17513F-HRTimeline
Faithward Advisors, LLC16,053$593K0.09%013F-HRTimeline
TKG Advisors, LLC15,936$589K0.26%+1,98613F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…15,933$588K0.05%+6,39813F-HRTimeline
High Falls Advisors, Inc15,876$586K0.13%+84913F-HRTimeline
Wellington Capital Management, Inc.7,201$585K0.87%13F-HRTimeline
UPTICK PARTNERS, LLC15,691$579K0.17%+4,94013F-HRTimeline
VestGen Investment Management15,678$579K0.42%+27613F-HRTimeline
Visionary Wealth Advisors15,579$575K0.03%+54213F-HRTimeline
CVFG LLC15,170$560K0.44%+1,52113F-HRTimeline
VICUS CAPITAL14,937$552K0.05%+6,05513F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC14,616$540K0.16%-3213F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO14,308$528K0.01%-25,38513F-HRTimeline
Hobart Private Capital, LLC14,293$528K0.12%+63713F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC14,073$520K0.02%+8,42413F-HRTimelineGroup
HARMONY ASSET MANAGEMENT LLC13,999$517K0.19%+90113F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC13,900$513K<0.01%new13F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…13,898$513K<0.01%new13F-HR/ATimelineGroup
Total Clarity Wealth Management, Inc.13,493$498K0.14%-33313F-HRTimeline
Arkadios Wealth Advisors13,415$495K0.01%+25313F-HRTimeline
NWAM LLC12,975$495K0.03%+1,32313F-HR/ATimeline
tru Independence LLC13,068$483K0.14%+20513F-HRTimeline
NWF Advisory Services Inc.12,802$473K0.06%+6,08513F-HRTimeline
WEDBUSH SECURITIES INC12,745$471K0.02%-2,32813F-HRTimeline
Cravens & Co Advisors, LLC12,551$464K0.35%-1,68113F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC12,455$460K<0.01%-3,33013F-HRTimelineGroup
Security Financial Services, INC.12,409$458K0.08%new13F-HRTimeline
SUMMIT WEALTH GROUP LLC / CO12,396$458K0.12%13F-HRTimeline
AlphaCore Capital LLC12,343$457K0.02%+7913F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…12,337$456K0.06%+3013F-HRTimeline
MRWM Advisors, LLC12,280$454K0.28%-4,64913F-HRTimeline
COMERICA BANK12,200$451K<0.01%+43113F-HRTimeline
Prime Capital Investment Advisors, LLC12,125$448K0.01%-2,48213F-HRTimeline
Tribridge Partners Financial LLC12,065$446K0.26%13F-HRTimeline
Octavia Wealth Advisors, LLC11,835$438K0.05%+23613F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC11,828$437K<0.01%-47,52413F-HRTimelineGroup
CIM, LLC11,182$413K0.06%+4,08413F-HRTimeline
Gladstone Institutional Advisory LLC11,156$412K0.02%-1,73813F-HRTimeline
Worth Financial Advisory Group, LLC11,135$411K0.25%+2813F-HRTimeline
ECLECTIC ASSOCIATES INC /ADV11,095$410K0.09%-1,43613F-HRTimeline
Capital Investment Advisory Services, L…10,936$404K0.03%new13F-HRTimeline
Trilogy Capital Inc.10,792$399K0.02%-2,17513F-HRTimeline
United Advisor Group, LLC10,729$396K0.07%+25513F-HRTimeline
MGO ONE SEVEN LLC10,590$391K0.01%-20813F-HRTimeline
MSH Capital Advisors LLC10,185$376K0.11%new13F-HRTimeline
Rather & Kittrell, Inc.10,064$372K0.07%+8013F-HRTimeline
Fearless Solutions, LLC dba Best Invest9,974$368K0.26%-63613F-HRTimeline
HFG Advisors, Inc.9,925$367K0.29%013F-HRTimeline
Investmark Advisory Group LLC9,782$361K0.17%-34613F-HRTimeline
Herold Advisors, Inc.9,736$360K0.08%new13F-HRTimeline
Lantern Wealth Advisors, LLC9,736$360K0.21%13F-HRTimeline
Atria Investments, Inc9,633$356K<0.01%+2,02913F-HRTimeline
Owen LaRue, LLC9,484$350K0.15%+1,77913F-HRTimeline
Cornerstone Wealth Management, LLC9,461$349K0.02%013F-HRTimeline
Perigon Wealth Management, LLC9,374$346K0.01%+89813F-HRTimeline
ORG Partners LLC9,148$337K0.07%+8,13113F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.9,092$337K0.02%-1,47413F-HRTimelineGroup
BEACON FINANCIAL GROUP8,979$332K0.03%+313F-HRTimeline
Balboa Wealth Partners8,795$325K0.07%new13F-HRTimeline
GPS Wealth Strategies Group, LLC8,520$315K0.04%-33713F-HRTimeline
National Wealth Management Group, LLC8,434$311K0.17%-1,12513F-HRTimeline
Detalus Advisors, LLC8,416$311K0.09%013F-HRTimeline
PFG Investments, LLC8,156$301K0.02%+22013F-HRTimeline
Arax Advisory Partners8,088$299K0.01%-10,99013F-HRTimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.8,004$296K<0.01%-14,79313F-HRTimelineGroup
TITLEIST ASSET MANAGEMENT, LLC7,989$295K0.03%-13713F-HRTimeline
FinDec Wealth Services, Inc.7,739$286K0.3%-16,31313F-HRTimeline
WORLD EQUITY GROUP, INC.7,553$279K0.08%-1,17213F-HRTimeline
CapWealth Advisors, LLC7,523$278K0.03%-1,27413F-HRTimeline
RiverFront Investment Group, LLC7,487$276K0.01%new13F-HRTimeline
Advance Capital Management, Inc.7,430$274K0.01%-77513F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.6,981$258K0.02%new13F-HRTimelineGroup
DAYMARK WEALTH PARTNERS, LLC6,818$252K0.01%+2713F-HRTimeline
Indie Asset Partners, LLC6,689$247K0.45%-10013F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…6,356$235K0.03%+1,23113F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC6,030$223K0.02%new13F-HRTimeline
Kovack Advisors, Inc.5,989$221K0.02%-89113F-HRTimeline
NavPoint Financial, Inc.5,839$216K0.13%new13F-HRTimeline
Avior Wealth Management, LLC5,690$210K0.01%new13F-HRTimeline
WEST MICHIGAN ADVISORS, LLC5,560$205K0.06%new13F-HRTimeline
LEIGH BALDWIN & CO., LLC5,503$203K0.13%new13F-HRTimeline
ACAS, LLC5,212$201K0.13%new13F-HRTimeline
COMMERCE BANKin group COMMERCE BANK5,419$200K<0.01%-1,30013F-HRTimelineGroup
First Horizon Advisors, Inc.3,978$147K<0.01%-2,44613F-HRTimeline
Vermillion & White Wealth Management Gr…3,965$146K0.1%+24313F-HRTimeline
Northwest Capital Management Inc3,134$116K0.06%013F-HRTimeline
SIMPLEX TRADING, LLC2,886$106K<0.01%+1,80413F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.2,770$102K<0.01%013F-HRTimelineGroup
IAG Wealth Partners, LLC2,505$92.5K0.01%+32513F-HRTimeline
Larson Financial Group LLC2,465$91K<0.01%013F-HRTimeline
CHILTON CAPITAL MANAGEMENT LLC2,332$86.1K<0.01%+1,39713F-HRTimeline
MARK SHEPTOFF FINANCIAL PLANNING, LLC2,329$86K0.05%+1413F-HRTimeline
First PREMIER Bank2,234$83K0.02%new13F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.2,099$77.5K0.05%+34213F-HRTimeline
CLEAR INVESTMENT RESEARCH, LLC1,805$66.7K0.08%+513F-HRTimeline
Financial Perspectives, Inc1,541$56.9K0.02%013F-HRTimeline
Winch Advisory Services, LLC1,188$43.9K0.01%+213F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\1,115$41.2K<0.01%+74013F-HRTimelineGroup
Medallion Wealth Advisors, LLC1,087$40.1K0.02%013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…1,076$39.7K<0.01%new13F-HRTimelineGroup
HAZLETT, BURT & WATSON, INC.1,000$37K0.02%013F-HRTimeline
BARRETT & COMPANY, INC.987$36.5K0.01%013F-HRTimeline
McIlrath & Eck, LLC900$33.2K<0.01%013F-HRTimeline
Trust Co840$31K<0.01%013F-HRTimeline
Annis Gardner Whiting Capital Advisors,…692$25.6K0.01%+3613F-HRTimeline
CoreCap Advisors, LLC653$24.1K<0.01%-1,95313F-HRTimeline
Farther Finance Advisors, LLC557$20.6K<0.01%new13F-HRTimeline
Whipplewood Advisors, LLC557$20.6K0.01%+2613F-HRTimeline
Bogart Wealth, LLC514$19K<0.01%013F-HRTimeline
Westside Investment Management, Inc.450$16.6K<0.01%new13F-HRTimeline
AMERIFLEX GROUP, INC.435$16K0.01%-1,32513F-HRTimeline
ARVEST INVESTMENTS, INC.409$15.1K<0.01%013F-HRTimeline
CX Institutional330$12K<0.01%013F-HR/ATimeline
Brooklyn Investment Group318$11.7K<0.01%new13F-HR/ATimeline
SIGNATUREFD, LLC306$11.3K<0.01%013F-HRTimeline
Iron Horse Wealth Management, LLC297$11K<0.01%new13F-HRTimeline
N.E.W. Advisory Services LLC200$7.39K<0.01%013F-HRTimeline
Pinnacle Bancorp, Inc.192$7.09K<0.01%013F-HRTimeline
Wood Tarver Financial Group, LLC197$7K<0.01%013F-HRTimeline
Central Pacific Bank - Trust Division85$3.14K<0.01%013F-HRTimeline
Rossby Financial, LCC69$2.55K<0.01%013F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC35$1.29K<0.01%013F-HRTimeline
Abound Wealth Management32$1.18K<0.01%new13F-HRTimeline
MassMutual Private Wealth & Trust, FSB2$74<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.