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Disclosery

CGUS CAPITAL GROUP CORE EQUITY ET

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SHS CREAT UNIT (fund)

404 managers (410 13F filers) reported a position in CGUS shares at 2026-03-31, 167,222,125 shares in all. 34 filers opened a position and 20 filers sold out during the quarter.

Managers
404
13F filers
410
New
34
Added
230
Reduced
90
Sold out
20
Shares held by filers
167,222,125

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
180 WEALTH ADVISORS, LLC33,011$1.27M0.14%+15313F-HRTimeline
Jacobi Capital Management LLC32,806$1.26M0.07%+3,46313F-HRTimeline
FOURPATH CAPITAL MANAGEMENT, LLC30,997$1.19M0.17%+4,85213F-HRTimeline
RM Financial Services, LLC30,687$1.18M1.02%-28313F-HRTimeline
PRIVATE TRUST CO NA30,543$1.17M0.1%+6,23913F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC29,759$1.14M0.08%+1,92913F-HRTimelineGroup
Balentine LLC29,107$1.12M0.05%013F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth28,994$1.11M<0.01%-12013F-HRTimelineGroup
Ausdal Financial Partners, Inc.28,707$1.1M0.05%+3,78913F-HRTimeline
U.S. Capital Wealth Advisors, LLC27,407$1.05M0.03%+88213F-HRTimeline
SUMMIT WEALTH GROUP LLC / CO27,344$1.05M0.11%+2,40813F-HRTimeline
M Holdings Securities, Inc.26,933$1.04M0.07%+1,14713F-HRTimeline
Creative Planningin group Creative Planning26,868$1.03M<0.01%-1,61213F-HRTimelineGroup
Visionary Wealth Advisors26,787$1.03M0.05%+1,80013F-HRTimeline
KOM Wealth Management Group, LLC26,103$1M0.68%+2,71913F-HRTimeline
Belpointe Asset Management LLC25,916$996K0.04%+1,09013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…25,463$978K<0.01%+24,38713F-HRTimelineGroup
Owen LaRue, LLC25,290$972K0.37%+1,24713F-HRTimeline
NWF Advisory Services Inc.25,049$962K0.11%+1,77113F-HRTimeline
MGO ONE SEVEN LLC24,915$957K0.02%-58313F-HRTimeline
Gladstone Institutional Advisory LLC24,519$942K0.03%+7,29813F-HRTimeline
PCG Wealth Advisors, LLC24,197$930K0.24%new13F-HRTimeline
Wealth Science Advisors LLC23,018$926K0.52%013F-HRTimeline
CERTIOR FINANCIAL GROUP, LLC23,496$903K0.57%+6213F-HRTimeline
ROTHSCHILD INVESTMENT LLC23,435$900K0.05%+3,25013F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp23,132$889K<0.01%+13,22813F-HRTimelineGroup
Allworth Financial LP22,764$875K<0.01%-3,40813F-HRTimeline
Prime Capital Investment Advisors, LLC22,125$850K0.01%+10,00013F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC21,785$837K<0.01%+44213F-HRTimelineGroup
CVFG LLC20,524$789K0.1%+2,51713F-HRTimeline
Sun Financial Inc17,705$778K0.39%+1,15813F-HRTimeline
Per Stirling Capital Management, LLC.19,932$766K0.08%+9,12413F-HRTimeline
Simplicity Wealth,LLC19,856$763K0.04%+1,29813F-HRTimeline
Rather & Kittrell, Inc.19,330$743K0.11%013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…18,902$731K0.05%-1,70613F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC18,718$719K0.05%+54113F-HRTimeline
Smith Thornton Advisors LLC18,389$706K0.36%013F-HRTimeline
CLG LLC18,340$705K0.17%+2,33813F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC17,601$676K<0.01%+8,50813F-HR/ATimelineGroup
WEDBUSH SECURITIES INC17,306$665K0.02%-63913F-HRTimeline
TKG Advisors, LLC17,273$664K0.27%+69813F-HRTimeline
Beacon Financial Advisory LLC17,013$654K0.15%-90613F-HRTimeline
Perigon Wealth Management, LLC16,925$650K0.01%+2,38713F-HRTimeline
EVERPAR ADVISORS LLC16,806$646K0.22%-20013F-HRTimeline
Platt Wealth Management LLC16,783$644K0.63%013F-HRTimeline
UPTICK PARTNERS, LLC16,378$629K0.13%+1,01913F-HRTimeline
NWAM LLC16,158$621K0.04%+2,46413F-HRTimeline
Advance Capital Management, Inc.16,115$619K0.02%013F-HRTimeline
Rothschild Wealth LLC15,720$604K0.05%-6,12413F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC15,697$603K0.13%+87213F-HRTimeline
AdvisorNet Financial, Inc15,621$600K0.03%-2,31913F-HRTimeline
HUNTER ASSOCIATES INVESTMENT MANAGEMENT…15,550$598K0.08%-1,20013F-HRTimeline
Sowell Financial Services LLC15,474$595K0.02%+813F-HRTimeline
Lantern Wealth Advisors, LLC14,912$573K0.29%+1,93113F-HRTimeline
IHT Wealth Management, LLC14,900$572K0.01%new13F-HRTimeline
tru Independence LLC14,869$571K0.28%+1,39113F-HRTimeline
Faithward Advisors, LLC14,787$568K0.08%-1,28413F-HRTimeline
Hobart Private Capital, LLC14,697$565K0.11%-3,02913F-HRTimeline
Capital Research Global Investorsin group Capital Research Global Inves…14,514$558K<0.01%new13F-HRTimelineGroup
Ascent Group, LLCin group Ascent Group, LLC14,462$556K0.02%-64813F-HRTimelineGroup
StoneX Group Inc.in group StoneX Group Inc.14,284$550K0.03%+4,93613F-HRTimelineGroup
CIM, LLC14,158$544K0.08%-13213F-HRTimeline
RICHARDS, MERRILL & PETERSON, INC.14,125$543K0.2%+2,37513F-HRTimeline
Arkadios Wealth Advisors14,013$538K0.01%+1,05613F-HRTimeline
Tribridge Partners Financial LLC13,786$534K0.22%+1,60413F-HRTimeline
Integrated Advisors Network LLC13,735$528K0.03%+6,77613F-HRTimeline
AlphaCore Capital LLC13,328$513K0.01%+11613F-HRTimeline
Balboa Wealth Partners13,286$510K0.09%+20813F-HRTimeline
AUCTUS ADVISORS LLC13,284$510K0.48%+31113F-HRTimeline
SALEM INVESTMENT COUNSELORS INC13,250$510K0.01%-7,51913F-HR/ATimeline
Total Clarity Wealth Management, Inc.13,228$508K0.12%+10013F-HRTimeline
Procyon Advisors, LLC12,958$498K0.02%+8013F-HRTimeline
HARMONY ASSET MANAGEMENT LLC12,837$493K0.15%+19613F-HRTimeline
Cravens & Co Advisors, LLC12,820$493K0.32%+53513F-HRTimeline
FLORIDA FINANCIAL ADVISORS, LLC12,674$487K0.12%+4,89013F-HRTimeline
MRWM Advisors, LLC12,666$487K0.26%+60813F-HRTimeline
GTS SECURITIES LLC12,402$476K0.02%-58,43613F-HRTimeline
VestGen Investment Management12,146$467K0.26%-90513F-HRTimeline
Crewe Advisors LLC11,896$457K0.04%-40913F-HRTimeline
Clarity Asset Management, Inc.11,756$452K0.23%+8,11313F-HRTimeline
BEACON FINANCIAL GROUP11,473$441K0.04%+7113F-HRTimeline
United Advisor Group, LLC11,366$437K0.05%-1913F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…11,326$435K0.05%-2,03313F-HRTimeline
Kovack Advisors, Inc.11,244$434K0.02%-15513F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO11,237$432K0.01%-4013F-HRTimeline
HAZLETT, BURT & WATSON, INC.11,063$424K0.13%+2,73813F-HRTimeline
WORLD EQUITY GROUP, INC.10,848$417K0.11%+5,42413F-HRTimeline
Octavia Wealth Advisors, LLC10,763$414K0.04%+28613F-HRTimeline
Trilogy Capital Inc.10,646$409K0.02%-31713F-HRTimeline
Saxony Capital Management, LLC10,586$407K0.24%+2,18613F-HRTimeline
CITIGROUP INCin group CITIGROUP INC10,414$400K<0.01%+9,25113F-HRTimelineGroup
EXENCIAL WEALTH ADVISORS, LLC10,179$391K0.01%+1,19313F-HRTimeline
AWM CAPITAL, LLC10,020$385K0.03%new13F-HRTimeline
HFG Advisors, Inc.9,925$381K0.27%013F-HRTimeline
Fearless Solutions, LLC dba Best Invest9,912$381K0.23%-1013F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC9,881$380K0.01%+2,17013F-HRTimelineGroup
PFG Investments, LLC9,680$372K0.02%013F-HRTimeline
Regent Peak Wealth Advisors LLC9,575$368K0.08%new13F-HRTimeline
Cornerstone Wealth Management, LLC9,461$363K0.02%013F-HRTimeline
MSH Capital Advisors LLC9,398$361K0.08%-22513F-HRTimeline
Millington Financial Advisors, LLC8,500$360K0.15%013F-HRTimeline
Clark Capital Management Group, Inc.9,319$358K<0.01%+2,18613F-HRTimeline
Swisher Financial Concepts, Inc.8,940$343K0.19%-7,39213F-HRTimeline
GeoWealth Management, LLC8,854$340K0.01%-25913F-HRTimeline
COMMERCE BANKin group COMMERCE BANK8,687$334K<0.01%+94313F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV8,642$332K<0.01%+2,95613F-HRTimeline
ECLECTIC ASSOCIATES INC /ADV8,625$331K0.04%-63813F-HRTimeline
McKinney Capital Management, LLC8,560$329K0.28%13F-HRTimeline
Detalus Advisors, LLC8,416$323K0.07%013F-HRTimeline
Heritage Wealth Management, Inc.8,292$319K0.16%+1,42413F-HRTimeline
Arax Advisory Partners8,024$318K0.01%+2,10513F-HRTimeline
Snowden Capital Advisors LLC8,149$314K0.01%+4513F-HRTimeline
Worth Financial Advisory Group, LLC1,753$312K0.14%-6,32713F-HRTimeline
FLOW TRADERS U.S. LLC8,076$310K0.01%-92,47213F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC7,978$307K0.02%-18513F-HRTimeline
Mascagni Wealth Management, Inc.7,931$305K0.22%+31313F-HRTimeline
MARK SHEPTOFF FINANCIAL PLANNING, LLC7,069$302K0.16%-14013F-HRTimeline
Investmark Advisory Group LLC7,731$297K0.13%013F-HRTimeline
National Wealth Management Group, LLC7,633$293K0.11%-28013F-HRTimeline
AVAII WEALTH MANAGEMENT, LLC7,589$292K0.1%new13F-HRTimeline
RiverFront Investment Group, LLC7,487$288K<0.01%013F-HRTimeline
LEE DANNER & BASS INC7,275$280K0.02%013F-HRTimeline
Northwest Financial Advisors7,041$271K0.52%new13F-HRTimeline
Register Financial Advisors LLC6,881$264K0.1%new13F-HRTimeline
CapWealth Advisors, LLC6,832$262K0.02%-69113F-HRTimeline
Savvy Advisors, Inc.6,830$262K0.01%+32513F-HRTimeline
Indie Asset Partners, LLC6,689$257K0.29%013F-HRTimeline
Rollins Financial Advisors, LLC6,635$255K0.04%013F-HRTimeline
First Heartland Consultants, Inc.6,590$253K0.02%+93313F-HRTimeline
WEST MICHIGAN ADVISORS, LLC6,542$252K0.06%+36813F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC6,539$251K0.01%-28313F-HRTimeline
Hexagon Capital Partners LLC6,470$249K0.04%new13F-HRTimeline
Aprio Wealth Management, LLC6,327$243K0.01%+8713F-HRTimeline
Ashton Thomas Private Wealth, LLC6,259$240K0.01%new13F-HRTimeline
Vise Technologies, Inc.5,943$239K<0.01%013F-HRTimeline
Waverly Advisors, LLC6,109$235K<0.01%new13F-HRTimeline
Root Financial Partners, LLC6,105$235K0.01%+71013F-HRTimeline
Wealth Management Associates, Inc.6,056$233K0.08%new13F-HRTimeline
CALTON & ASSOCIATES, INC.5,973$229K0.03%-66813F-HRTimeline
NavPoint Financial, Inc.5,883$226K0.09%013F-HRTimeline
January Capital Advisors LLC5,835$224K0.3%13F-HRTimeline
Avant Capital LLC5,798$223K0.16%new13F-HRTimeline
Founders Financial Alliance, LLC5,616$216K0.04%new13F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\5,581$214K<0.01%-24513F-HRTimelineGroup
Intrua Financial, LLC5,525$212K0.02%-25013F-HRTimeline
FinDec Wealth Services, Inc.5,432$209K0.26%-1913F-HRTimeline
CFS Investment Advisory Services, LLC4,914$207K0.01%new13F-HRTimeline
OpenArc Corporate Advisory, LLC5,380$207K<0.01%-38113F-HRTimeline
Colonial River Investments, LLC5,362$206K0.07%new13F-HRTimeline
CIBC Bancorp USA Inc.in group CIBC Bancorp USA Inc.5,336$205K<0.01%13F-HRTimelineGroup
FMR LLCin group FMR LLC5,241$201K<0.01%+5,14513F-HRTimelineGroup
SFE Investment Counsel5,207$200K0.03%013F-HRTimeline
Aspen Capital Management, LLC5,207$200K0.05%013F-HRTimeline
Synergy Investment Management, LLC4,951$190K0.06%new13F-HRTimeline
MOTCO3,727$143K0.01%new13F-HRTimeline
Larson Financial Group LLC3,665$141K<0.01%+1,20013F-HRTimeline
Birchwood Financial Partners, Inc.3,148$121K0.12%013F-HRTimeline
MATHER GROUP, LLC.2,611$100K<0.01%new13F-HRTimeline
Richardson Capital Management LLC2,500$96K0.05%new13F-HRTimeline
CHILTON CAPITAL MANAGEMENT LLC2,454$94.3K<0.01%-23213F-HRTimeline
AMERIFLEX GROUP, INC.2,375$91.2K0.05%013F-HRTimeline
First PREMIER Bank2,234$86K0.02%013F-HRTimeline
Financial Perspectives, Inc2,212$85K0.02%013F-HRTimeline
LANARK FINANCIAL, INC.2,207$84.8K0.01%013F-HRTimeline
Miller Capital Partners, Inc.2,140$82.2K0.04%013F-HRTimeline
CLEAR INVESTMENT RESEARCH, LLC1,848$71K0.11%new13F-HRTimeline
Innovative Asset Advisors Group, LLC1,692$65.2K0.04%13F-HRTimeline
BAYBAN1,585$60.9K0.05%new13F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…1,551$59.6K0.02%+18313F-HRTimeline
Winch Advisory Services, LLC1,193$45.9K0.01%013F-HRTimeline
Wellington Grp LLC1,121$43.1K0.01%+2513F-HRTimeline
CoreCap Advisors, LLC1,102$42.3K<0.01%+113F-HRTimeline
Medallion Wealth Advisors, LLC1,062$40.8K0.01%-2513F-HRTimeline
BARRETT & COMPANY, INC.912$35K0.01%-7513F-HRTimeline
McIlrath & Eck, LLC900$34.6K<0.01%013F-HRTimeline
Annis Gardner Whiting Capital Advisors,…862$33.2K0.01%013F-HRTimeline
Trust Co840$32.3K<0.01%013F-HRTimeline
United Community Bankin group United Community Bank731$28.1K0.01%new13F-HRTimelineGroup
Pinnacle Bancorp, Inc.642$24.7K0.01%013F-HRTimeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …630$24.2K<0.01%013F-HRTimelineGroup
Pflug Koory, LLC626$24.1K0.01%013F-HRTimeline
VANGUARD ADVISERS INCin group VANGUARD GROUP INC603$23.2K<0.01%13F-HRTimelineGroup
Signature Equity Partners, LLC564$21.7K0.01%013F-HRTimeline
MassMutual Private Wealth & Trust, FSB488$18.7K<0.01%new13F-HRTimeline
Rossby Financial, LCC461$17.8K<0.01%+28613F-HRTimeline
Westside Investment Management, Inc.450$17.3K<0.01%013F-HRTimeline
ARVEST INVESTMENTS, INC.409$15.7K<0.01%013F-HRTimeline
CX Institutional379$15K<0.01%013F-HRTimeline
IAG Wealth Partners, LLC373$14.3K<0.01%+1813F-HRTimeline
Financial Life Planners342$13.1K0.01%new13F-HRTimeline
Golden State Wealth Management, LLC336$12.9K<0.01%013F-HRTimeline
SIGNATUREFD, LLC306$11.8K<0.01%013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…294$11.3K<0.01%new13F-HRTimelineGroup
N.E.W. Advisory Services LLC200$7.68K<0.01%013F-HRTimeline
MAI Capital Management188$7.22K<0.01%-31813F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…172$6.61K<0.01%new13F-HRTimelineGroup
Central Pacific Bank - Trust Division152$5.84K<0.01%013F-HRTimeline
CENTRAL TRUST Co134$5.15K<0.01%013F-HRTimeline
Dunhill Financial, LLC115$4.42K<0.01%013F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC106$4.07K<0.01%-1013F-HRTimeline