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Disclosery

CGUS CAPITAL GROUP CORE EQUITY ET

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SHS CREAT UNIT (fund)

390 managers (396 13F filers) reported a position in CGUS shares at 2025-12-31, 146,998,057 shares in all. 42 filers opened a position and 15 filers sold out during the quarter.

Managers
390
13F filers
396
New
42
Added
234
Reduced
65
Sold out
15
Shares held by filers
146,998,057

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
Jacobi Capital Management LLC29,343$1.18M0.07%+8,90213F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth29,114$1.17M<0.01%+4,18213F-HRTimelineGroup
KINTRA WEALTH, LLC29,112$1.17M0.16%+31213F-HRTimeline
Balentine LLC29,107$1.17M0.04%013F-HRTimeline
Creative Planningin group Creative Planning28,480$1.15M<0.01%+2,02013F-HRTimelineGroup
Capital Investment Advisory Services, L…28,387$1.14M0.08%+5,26713F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC27,830$1.12M0.09%+3,22213F-HRTimelineGroup
U.S. Capital Wealth Advisors, LLC26,525$1.07M0.03%+87013F-HRTimeline
Allworth Financial LP26,172$1.05M<0.01%+92413F-HRTimeline
FOURPATH CAPITAL MANAGEMENT, LLC26,145$1.05M0.14%+2,85413F-HRTimeline
BETO FINANCIAL GROUP, LLC25,514$1.05M0.71%13F-HRTimeline
M Holdings Securities, Inc.25,786$1.04M0.07%+1,51613F-HRTimeline
MGO ONE SEVEN LLC25,498$1.03M0.02%+13,91213F-HRTimeline
Visionary Wealth Advisors24,987$1.01M0.05%+7,81113F-HRTimeline
SUMMIT WEALTH GROUP LLC / CO24,936$1M0.13%new13F-HRTimeline
Ausdal Financial Partners, Inc.24,918$1M0.05%+6,04913F-HRTimeline
Belpointe Asset Management LLC24,826$999K0.04%013F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC24,646$992K0.02%-3713F-HR/ATimeline
PRIVATE TRUST CO NA24,304$978K0.09%+3,39913F-HRTimeline
Owen LaRue, LLC24,043$967K0.37%+1,11413F-HRTimeline
CERTIOR FINANCIAL GROUP, LLC23,434$943K0.64%+11813F-HRTimeline
KOM Wealth Management Group, LLC23,384$941K0.67%+1,42013F-HRTimeline
NWF Advisory Services Inc.23,278$936K0.1%+57113F-HRTimeline
Wealth Science Advisors LLC23,018$926K0.53%13F-HRTimeline
Rothschild Wealth LLC21,844$879K0.08%new13F-HR/ATimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC21,343$859K<0.01%+8,88813F-HRTimelineGroup
SALEM INVESTMENT COUNSELORS INC20,769$836K0.02%new13F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…20,608$829K0.06%+4,67513F-HRTimeline
COMERICA BANK20,461$823K<0.01%+3,55813F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…20,280$816K0.07%+6,69713F-HRTimelineGroup
ROTHSCHILD INVESTMENT LLC20,185$812K0.04%+1,29613F-HRTimeline
Rather & Kittrell, Inc.19,330$778K0.13%013F-HRTimeline
Simplicity Wealth,LLC18,558$747K0.04%-9413F-HRTimeline
Smith Thornton Advisors LLC18,389$740K0.38%+113F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC18,177$731K0.06%+12,09013F-HRTimeline
CVFG LLC18,007$724K0.5%+1,54713F-HRTimeline
WEDBUSH SECURITIES INC17,945$722K0.02%-34913F-HRTimeline
AdvisorNet Financial, Inc17,940$722K0.04%+1,31713F-HRTimeline
Beacon Financial Advisory LLC17,919$721K0.17%-2,13513F-HRTimeline
Hobart Private Capital, LLC17,726$713K0.14%-66313F-HRTimeline
Gladstone Institutional Advisory LLC17,221$693K0.03%+4,79013F-HRTimeline
EVERPAR ADVISORS LLC17,006$684K0.25%013F-HRTimeline
Platt Wealth Management LLC16,783$675K0.67%13F-HRTimeline
HUNTER ASSOCIATES INVESTMENT MANAGEMENT…16,750$673K0.09%+20013F-HRTimeline
TKG Advisors, LLC16,575$667K0.27%+99113F-HRTimeline
Sun Financial Inc16,547$666K0.37%13F-HRTimeline
Swisher Financial Concepts, Inc.16,332$657K0.37%-85713F-HRTimeline
Advance Capital Management, Inc.16,115$648K0.03%+2,90613F-HRTimeline
Faithward Advisors, LLC16,071$647K0.09%-2,27013F-HRTimeline
CLG LLC16,002$644K0.16%+8,55413F-HRTimeline
Sowell Financial Services LLC15,466$622K0.02%-29,91613F-HRTimeline
UPTICK PARTNERS, LLC15,359$618K0.13%-9313F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC15,110$608K0.02%+25613F-HRTimelineGroup
SILVERLAKE WEALTH MANAGEMENT LLC14,825$596K0.13%+45913F-HRTimeline
Perigon Wealth Management, LLC14,538$585K0.01%+3,37413F-HRTimeline
CIM, LLC14,290$575K0.08%+2,84613F-HRTimeline
NWAM LLC13,694$562K0.03%+66913F-HRTimeline
tru Independence LLC13,478$542K0.14%+19213F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…13,359$537K0.06%+90613F-HRTimeline
AlphaCore Capital LLC13,212$532K0.01%+80313F-HRTimeline
Total Clarity Wealth Management, Inc.13,128$528K0.13%-10113F-HRTimeline
Balboa Wealth Partners13,078$526K0.09%+1,10413F-HRTimeline
VestGen Investment Management13,051$525K0.29%-35113F-HRTimeline
Lantern Wealth Advisors, LLC12,981$522K0.28%+2,92113F-HRTimeline
AUCTUS ADVISORS LLC12,973$522K0.48%13F-HRTimeline
Arkadios Wealth Advisors12,957$521K0.01%-1,39213F-HRTimeline
Procyon Advisors, LLC12,878$518K0.03%+41613F-HRTimeline
HARMONY ASSET MANAGEMENT LLC12,641$509K0.17%-12713F-HRTimeline
Cravens & Co Advisors, LLC12,285$504K0.33%+4513F-HRTimeline
Crewe Advisors LLC12,305$495K0.04%+6,70613F-HRTimeline
Tribridge Partners Financial LLC12,182$490K0.21%+11713F-HRTimeline
Prime Capital Investment Advisors, LLC12,125$488K0.01%013F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.12,103$487K0.03%+5,01113F-HRTimelineGroup
MRWM Advisors, LLC12,058$485K0.26%+1413F-HRTimeline
High Falls Advisors, Inc11,926$480K0.1%-3,03313F-HRTimeline
RICHARDS, MERRILL & PETERSON, INC.11,750$473K0.18%new13F-HRTimeline
Prosperity Wealth Management, Inc.in group Prosperity Financial Group, I…11,542$464K0.15%+4,93313F-HRTimelineGroup
BEACON FINANCIAL GROUP11,402$459K0.05%+2,51313F-HRTimeline
Kovack Advisors, Inc.11,399$459K0.02%+3,49613F-HR/ATimeline
United Advisor Group, LLC11,385$458K0.06%+63913F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO11,277$454K0.01%-5513F-HRTimeline
Trilogy Capital Inc.10,963$441K0.02%013F-HRTimeline
Per Stirling Capital Management, LLC.10,808$435K0.05%new13F-HRTimeline
Octavia Wealth Advisors, LLC10,477$421K0.04%-1,54113F-HRTimeline
HFG Advisors, Inc.9,925$399K0.29%013F-HRTimeline
Fearless Solutions, LLC dba Best Invest9,922$399K0.24%+1313F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp9,904$398K<0.01%+91413F-HRTimelineGroup
PFG Investments, LLC9,680$389K0.02%+1,50213F-HRTimeline
MSH Capital Advisors LLC9,623$387K0.08%-2,21313F-HRTimeline
VICTORY FINANCIAL GROUP, LLC9,507$382K0.05%new13F-HRTimeline
Cornerstone Wealth Management, LLC9,461$381K0.02%-8313F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.9,348$376K0.02%-4,06113F-HRTimelineGroup
ECLECTIC ASSOCIATES INC /ADV9,263$373K0.06%-1,75213F-HRTimeline
GeoWealth Management, LLC9,113$367K0.01%+1,59313F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC9,093$366K<0.01%-3,66013F-HRTimelineGroup
EXENCIAL WEALTH ADVISORS, LLC8,986$362K0.01%new13F-HRTimeline
Millington Financial Advisors, LLC8,500$347K0.15%new13F-HRTimeline
Detalus Advisors, LLC8,416$339K0.08%013F-HRTimeline
Saxony Capital Management, LLC8,400$338K0.21%new13F-HRTimeline
HAZLETT, BURT & WATSON, INC.8,325$334K0.11%+7,04013F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC8,163$328K0.02%+1,48113F-HRTimeline
Snowden Capital Advisors LLC8,104$326K0.01%+2,02313F-HRTimeline
Worth Financial Advisory Group, LLC8,080$325K0.16%+1913F-HRTimeline
National Wealth Management Group, LLC7,913$318K0.11%013F-HRTimeline
FLORIDA FINANCIAL ADVISORS, LLC7,784$313K0.09%+90113F-HRTimeline
COMMERCE BANKin group COMMERCE BANK7,744$312K<0.01%013F-HRTimelineGroup
Investmark Advisory Group LLC7,731$311K0.13%+2513F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC7,711$310K0.01%new13F-HRTimelineGroup
Mascagni Wealth Management, Inc.7,618$306K0.23%+32013F-HRTimeline
CapWealth Advisors, LLC7,523$303K0.02%013F-HR/ATimeline
RiverFront Investment Group, LLC7,487$301K<0.01%013F-HRTimeline
QRG CAPITAL MANAGEMENT, INC.7,311$294K<0.01%+1,34413F-HRTimeline
LEE DANNER & BASS INC7,275$293K0.02%+1,85013F-HRTimeline
MARK SHEPTOFF FINANCIAL PLANNING, LLC7,209$290K0.14%-29413F-HRTimeline
Clark Capital Management Group, Inc.7,133$287K<0.01%new13F-HRTimeline
HRT FINANCIAL LP6,991$281K<0.01%new13F-HRTimeline
Integrated Advisors Network LLC6,959$280K0.01%new13F-HRTimeline
Compton Financial Group, LLC6,941$279K0.06%new13F-HRTimeline
Heritage Wealth Management, Inc.6,868$276K0.08%new13F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC6,822$274K0.01%+313F-HRTimeline
Indie Asset Partners, LLC6,689$269K0.3%013F-HRTimeline
CALTON & ASSOCIATES, INC.6,641$267K0.04%-21213F-HRTimeline
Rollins Financial Advisors, LLC6,635$267K0.04%new13F-HRTimeline
Parsonex Advisory Services, Inc.6,532$263K0.17%new13F-HRTimeline
Savvy Advisors, Inc.6,505$262K0.01%new13F-HRTimeline
Aprio Wealth Management, LLC6,240$251K0.01%new13F-HRTimeline
WEST MICHIGAN ADVISORS, LLC6,174$248K0.06%+37713F-HRTimeline
TUDOR INVESTMENT CORP ET AL6,156$248K<0.01%new13F-HRTimeline
Vise Technologies, Inc.5,943$239K<0.01%new13F-HRTimeline
Arax Advisory Partners5,919$238K0.01%+28313F-HRTimeline
NavPoint Financial, Inc.5,883$237K0.1%+2913F-HRTimeline
McKinley Carter Wealth Services, Inc.5,860$236K0.01%new13F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\5,826$234K<0.01%+77013F-HRTimelineGroup
Intrua Financial, LLC5,775$232K0.03%new13F-HRTimeline
OpenArc Corporate Advisory, LLC5,761$232K<0.01%13F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV5,686$229K<0.01%-99813F-HRTimeline
First Heartland Consultants, Inc.5,657$228K0.02%-5,63813F-HRTimeline
FinDec Wealth Services, Inc.5,451$219K0.24%-16313F-HRTimeline
WORLD EQUITY GROUP, INC.5,424$218K0.06%-1,17213F-HRTimeline
Root Financial Partners, LLC5,395$217K0.01%013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.5,336$215K<0.01%+36013F-HRTimelineGroup
CONTINENTAL INVESTORS SERVICES, INC.5,270$214K0.28%-24813F-HRTimeline
SFE Investment Counsel5,207$209K0.03%013F-HRTimeline
Aspen Capital Management, LLC5,207$209K0.05%013F-HRTimeline
AE Wealth Management LLC5,130$206K<0.01%new13F-HRTimeline
Vermillion & White Wealth Management Gr…4,365$176K0.1%+16413F-HRTimeline
Clarity Asset Management, Inc.3,643$147K0.08%new13F-HRTimeline
Birchwood Financial Partners, Inc.3,148$127K0.13%13F-HRTimeline
CHILTON CAPITAL MANAGEMENT LLC2,686$108K<0.01%+30413F-HRTimeline
Larson Financial Group LLC2,465$99.2K<0.01%-15013F-HRTimeline
AMERIFLEX GROUP, INC.2,375$95.5K0.05%+4913F-HRTimeline
First PREMIER Bank2,234$90K0.02%013F-HRTimeline
Financial Perspectives, Inc2,212$89K0.02%+313F-HRTimeline
LANARK FINANCIAL, INC.2,207$88.8K0.01%-8513F-HRTimeline
Miller Capital Partners, Inc.2,140$86.1K0.04%13F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…1,368$55.1K0.02%+1,12413F-HRTimeline
Winch Advisory Services, LLC1,193$48K0.01%+313F-HRTimeline
CITIGROUP INCin group CITIGROUP INC1,163$46.8K<0.01%+50013F-HRTimelineGroup
CoreCap Advisors, LLC1,101$44.3K<0.01%+32013F-HRTimeline
Wellington Grp LLC1,096$44.1K0.01%13F-HR/ATimeline
Medallion Wealth Advisors, LLC1,087$43.7K0.01%013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…1,076$43.3K<0.01%013F-HRTimelineGroup
BARRETT & COMPANY, INC.987$39.7K0.01%013F-HRTimeline
McIlrath & Eck, LLC900$36.2K<0.01%013F-HRTimeline
Annis Gardner Whiting Capital Advisors,…862$34.7K0.01%+12813F-HRTimeline
Trust Co840$33.8K<0.01%013F-HRTimeline
FIRST HORIZON CORP784$31.5K<0.01%new13F-HRTimeline
Kilter Group LLC775$31.2K0.01%new13F-HRTimeline
Pinnacle Bancorp, Inc.642$25.8K0.01%013F-HRTimeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …630$25.3K<0.01%013F-HRTimelineGroup
Pflug Koory, LLC626$25.2K0.01%new13F-HRTimeline
Signature Equity Partners, LLC564$22.7K0.01%13F-HRTimeline
Bogart Wealth, LLC514$20.7K<0.01%013F-HRTimeline
MAI Capital Management506$20.4K<0.01%new13F-HRTimeline
Westside Investment Management, Inc.450$18.1K<0.01%013F-HRTimeline
ARVEST INVESTMENTS, INC.409$16.5K<0.01%013F-HRTimeline
CX Institutional379$15K<0.01%+4913F-HRTimeline
IAG Wealth Partners, LLC355$14.3K<0.01%-2,15013F-HRTimeline
Golden State Wealth Management, LLC336$13.5K<0.01%+21013F-HRTimeline
SIGNATUREFD, LLC306$12.3K<0.01%013F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.300$12.1K<0.01%new13F-HRTimelineGroup
N.E.W. Advisory Services LLC200$8.05K<0.01%013F-HRTimeline
Rossby Financial, LCC175$7.04K<0.01%+10613F-HRTimeline
Central Pacific Bank - Trust Division152$6.12K<0.01%+6713F-HRTimeline
CENTRAL TRUST Co134$5.39K<0.01%new13F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC116$4.67K<0.01%+2513F-HRTimeline
Dunhill Financial, LLC115$4.63K<0.01%013F-HRTimeline
FINANCIAL CONSULATE, INC102$4.1K<0.01%new13F-HRTimeline
FMR LLCin group FMR LLC96$3.86K<0.01%new13F-HRTimelineGroup
IMG Wealth Management, Inc.9$362<0.01%new13F-HRTimeline