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Disclosery

CGUS CAPITAL GROUP CORE EQUITY ET

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SHS CREAT UNIT (fund)

342 managers (347 13F filers) reported a position in CGUS shares at 2025-09-30, 130,831,481 shares in all. 32 filers opened a position and 14 filers sold out during the quarter.

Managers
342
13F filers
347
New
32
Added
213
Reduced
72
Sold out
14
Shares held by filers
130,831,481

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
Rather & Kittrell, Inc.19,330$764K0.13%+9,26613F-HRTimeline
LANDAAS & CO /WI /ADV19,238$761K0.17%+14813F-HRTimeline
ROTHSCHILD INVESTMENT LLC18,889$747K0.04%+75013F-HRTimeline
Ausdal Financial Partners, Inc.18,869$746K0.04%new13F-HRTimeline
Simplicity Wealth,LLC18,652$738K0.04%-8,01013F-HRTimeline
Hobart Private Capital, LLC18,389$727K0.15%+4,09613F-HRTimeline
Smith Thornton Advisors LLC18,388$727K0.38%013F-HRTimeline
Faithward Advisors, LLC18,341$725K0.11%+2,28813F-HRTimeline
WEDBUSH SECURITIES INC18,294$723K0.02%+5,54913F-HRTimeline
Swisher Financial Concepts, Inc.17,189$680K0.41%-7,89213F-HRTimeline
Visionary Wealth Advisors17,176$679K0.03%+1,59713F-HRTimeline
EVERPAR ADVISORS LLC17,006$672K0.27%+15013F-HRTimeline
COMERICA BANK16,903$668K<0.01%+4,70313F-HRTimeline
AdvisorNet Financial, Inc16,623$657K0.04%-59313F-HRTimeline
HUNTER ASSOCIATES INVESTMENT MANAGEMENT…16,550$653K0.09%+25013F-HRTimeline
CVFG LLC16,460$651K0.47%+1,29013F-HRTimeline
ORG Partners LLC14,339$647K0.12%+5,19113F-HRTimeline
TKG Advisors, LLC15,584$616K0.26%-35213F-HRTimeline
UPTICK PARTNERS, LLC15,452$611K0.16%-23913F-HRTimeline
High Falls Advisors, Inc14,959$591K0.12%-91713F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…15,933$588K0.05%013F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC14,854$587K0.02%-2,44113F-HRTimelineGroup
SILVERLAKE WEALTH MANAGEMENT LLC14,366$568K0.14%-25013F-HRTimeline
Arkadios Wealth Advisors14,349$567K0.01%+93413F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…13,583$538K0.04%new13F-HRTimelineGroup
StoneX Group Inc.in group StoneX Group Inc.13,409$531K0.02%+4,31713F-HRTimelineGroup
VestGen Investment Management13,402$530K0.32%-2,27613F-HRTimeline
tru Independence LLC13,286$525K0.14%+21813F-HRTimeline
Total Clarity Wealth Management, Inc.13,229$523K0.14%-26413F-HRTimeline
Advance Capital Management, Inc.13,209$522K0.02%+5,77913F-HRTimeline
NWAM LLC13,025$515K0.03%+5013F-HR/ATimeline
HARMONY ASSET MANAGEMENT LLC12,768$505K0.17%-1,23113F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC12,753$504K<0.01%+92513F-HRTimelineGroup
Procyon Advisors, LLC12,462$493K0.03%-4,26313F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC12,455$492K<0.01%013F-HRTimelineGroup
Bay Colony Advisory Group, Inc d/b/a Ba…12,453$492K0.06%+11613F-HRTimeline
AlphaCore Capital LLC12,409$492K0.02%+6613F-HRTimeline
Gladstone Institutional Advisory LLC12,431$492K0.02%+1,27513F-HRTimeline
Cravens & Co Advisors, LLC12,240$484K0.33%-31113F-HRTimeline
Tribridge Partners Financial LLC12,065$481K0.22%013F-HRTimeline
Prime Capital Investment Advisors, LLC12,125$479K0.01%013F-HRTimeline
Octavia Wealth Advisors, LLC12,018$476K0.05%+18313F-HRTimeline
MRWM Advisors, LLC12,044$476K0.27%-23613F-HRTimeline
Balboa Wealth Partners11,974$473K0.08%+3,17913F-HRTimeline
MSH Capital Advisors LLC11,836$468K0.13%+1,65113F-HRTimeline
MGO ONE SEVEN LLC11,586$458K0.01%+99613F-HRTimeline
CIM, LLC11,444$452K0.06%+26213F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO11,332$448K0.01%-2,97613F-HRTimeline
First Heartland Consultants, Inc.11,295$447K0.04%-7,29013F-HRTimeline
Perigon Wealth Management, LLC11,164$441K0.01%+1,79013F-HRTimeline
ECLECTIC ASSOCIATES INC /ADV11,015$436K0.08%-8013F-HRTimeline
Trilogy Capital Inc.10,963$433K0.02%+17113F-HRTimeline
United Advisor Group, LLC10,746$425K0.06%+1713F-HRTimeline
Lantern Wealth Advisors, LLC10,060$398K0.21%+32413F-HRTimeline
HFG Advisors, Inc.9,925$392K0.29%013F-HRTimeline
Fearless Solutions, LLC dba Best Invest9,909$392K0.25%-6513F-HRTimeline
Cornerstone Wealth Management, LLC9,544$377K0.02%+8313F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC9,229$365K<0.01%-274,48513F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp8,990$355K<0.01%new13F-HRTimelineGroup
BEACON FINANCIAL GROUP8,889$351K0.03%-9013F-HRTimeline
Detalus Advisors, LLC8,416$333K0.09%013F-HRTimeline
PFG Investments, LLC8,178$323K0.02%+2213F-HRTimeline
GPS Wealth Strategies Group, LLC8,085$320K0.03%-43513F-HRTimeline
Worth Financial Advisory Group, LLC8,061$319K0.18%-3,07413F-HRTimeline
National Wealth Management Group, LLC7,913$313K0.12%-52113F-HRTimeline
Kovack Advisors, Inc.7,903$312K0.03%+1,91413F-HRTimeline
COMMERCE BANKin group COMMERCE BANK7,744$306K<0.01%+2,32513F-HRTimelineGroup
Investmark Advisory Group LLC7,706$305K0.13%-2,07613F-HRTimeline
CapWealth Advisors, LLC7,523$297K0.02%013F-HR/ATimeline
GeoWealth Management, LLC7,520$297K0.01%new13F-HRTimeline
MARK SHEPTOFF FINANCIAL PLANNING, LLC7,503$297K0.14%+5,17413F-HRTimeline
RiverFront Investment Group, LLC7,487$296K0.01%013F-HRTimeline
CLG LLC7,448$294K0.08%new13F-HRTimeline
Atria Investments, Inc7,384$292K<0.01%-2,24913F-HRTimeline
Mascagni Wealth Management, Inc.7,298$289K0.22%-11,04013F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.7,092$280K0.01%+11113F-HRTimelineGroup
FLORIDA FINANCIAL ADVISORS, LLC6,883$272K0.08%new13F-HRTimeline
CALTON & ASSOCIATES, INC.6,853$271K0.04%new13F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC6,819$270K0.01%+113F-HRTimeline
Indie Asset Partners, LLC6,689$264K0.35%013F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV6,684$264K<0.01%new13F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC6,682$264K0.02%+65213F-HRTimeline
Prosperity Wealth Management, Inc.in group Prosperity Financial Group, I…6,609$261K0.09%new13F-HRTimelineGroup
WORLD EQUITY GROUP, INC.6,596$261K0.06%-95713F-HRTimeline
RPS ADVISORY SOLUTIONS LLC6,547$259K0.13%new13F-HRTimeline
Snowden Capital Advisors LLC6,081$241K0.01%new13F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC6,087$241K0.02%-1,90213F-HRTimeline
QRG CAPITAL MANAGEMENT, INC.5,967$236K<0.01%new13F-HRTimeline
NavPoint Financial, Inc.5,854$231K0.12%+1513F-HRTimeline
WEST MICHIGAN ADVISORS, LLC5,797$230K0.06%+23713F-HRTimeline
Avior Wealth Management, LLC5,704$226K0.01%+1413F-HRTimeline
Arax Advisory Partners5,636$223K<0.01%-2,45213F-HRTimeline
FinDec Wealth Services, Inc.5,614$222K0.23%-2,12513F-HRTimeline
LEIGH BALDWIN & CO., LLC5,612$222K0.12%+10913F-HR/ATimeline
Crewe Advisors LLC5,599$221K0.02%new13F-HRTimeline
CONTINENTAL INVESTORS SERVICES, INC.5,518$216K0.32%new13F-HRTimeline
LEE DANNER & BASS INC5,425$215K0.02%new13F-HRTimeline
Root Financial Partners, LLC5,395$213K0.01%new13F-HRTimeline
BIP Wealth, LLC5,315$210K0.01%new13F-HRTimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.5,304$210K<0.01%-2,70013F-HRTimelineGroup
SFE Investment Counsel5,207$206K0.03%new13F-HRTimeline
Aspen Capital Management, LLC5,207$206K0.05%new13F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\5,056$200K<0.01%+3,94113F-HRTimelineGroup
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.4,976$197K<0.01%+2,20613F-HRTimelineGroup
Farther Finance Advisors, LLC4,806$190K<0.01%+4,24913F-HRTimeline
Vermillion & White Wealth Management Gr…4,201$166K0.09%+23613F-HRTimeline
Northwest Capital Management Inc3,134$124K0.13%013F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.3,061$121K0.08%+96213F-HRTimeline
Larson Financial Group LLC2,615$103K<0.01%+15013F-HRTimeline
MATHER GROUP, LLC.2,611$103K<0.01%new13F-HRTimeline
IAG Wealth Partners, LLC2,505$99K0.01%013F-HRTimeline
CHILTON CAPITAL MANAGEMENT LLC2,382$94.2K<0.01%+5013F-HRTimeline
AMERIFLEX GROUP, INC.2,326$92K0.03%+1,89113F-HRTimeline
LANARK FINANCIAL, INC.2,292$90.6K0.01%-173,53713F-HRTimeline
First PREMIER Bank2,234$88K0.02%013F-HRTimeline
Financial Perspectives, Inc2,209$87.3K0.02%+66813F-HRTimeline
CLEAR INVESTMENT RESEARCH, LLC1,810$71.6K0.1%+513F-HRTimeline
HAZLETT, BURT & WATSON, INC.1,285$51K0.02%+28513F-HRTimeline
Winch Advisory Services, LLC1,190$47K0.01%+213F-HRTimeline
Medallion Wealth Advisors, LLC1,087$43K0.02%013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…1,076$42.5K<0.01%013F-HRTimelineGroup
BARRETT & COMPANY, INC.987$39K0.01%013F-HRTimeline
McIlrath & Eck, LLC900$35.6K<0.01%013F-HRTimeline
Trust Co840$33.2K<0.01%013F-HRTimeline
CoreCap Advisors, LLC781$30.9K<0.01%+12813F-HRTimeline
Annis Gardner Whiting Capital Advisors,…734$29.1K0.01%+4213F-HRTimeline
CITIGROUP INCin group CITIGROUP INC663$26.2K<0.01%new13F-HRTimelineGroup
Pinnacle Bancorp, Inc.642$25.4K0.01%+45013F-HRTimeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …630$24.9K<0.01%13F-HRTimelineGroup
Bogart Wealth, LLC514$20.3K<0.01%013F-HRTimeline
Jackson, Grant Investment Advisers, Inc.500$19.8K0.01%new13F-HRTimeline
Westside Investment Management, Inc.450$17.8K<0.01%013F-HRTimeline
ARVEST INVESTMENTS, INC.409$16.2K<0.01%013F-HRTimeline
CX Institutional330$13K<0.01%013F-HRTimeline
SIGNATUREFD, LLC306$12.1K<0.01%013F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…244$9.66K0.02%-6,11213F-HRTimeline
N.E.W. Advisory Services LLC200$7.91K<0.01%013F-HRTimeline
Golden State Wealth Management, LLC126$4.98K<0.01%new13F-HRTimeline
Dunhill Financial, LLC115$4.55K<0.01%new13F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC91$3.6K<0.01%+5613F-HRTimeline
Central Pacific Bank - Trust Division85$3.36K<0.01%013F-HRTimeline
Rossby Financial, LCC69$2.74K<0.01%013F-HRTimeline