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CGUS CAPITAL GROUP CORE EQUITY ET

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SHS CREAT UNIT (fund)

435 managers (442 13F filers) reported a position in CGUS shares at 2026-06-30, 182,916,018 shares in all. 51 filers opened a position and 18 filers sold out during the quarter.

Managers
435
13F filers
442
New
51
Added
229
Reduced
112
Sold out
18
Shares held by filers
182,916,018

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
CoreCap Advisors, LLC1,530$68.1K<0.01%+42813F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…1,384$61.6K<0.01%+1,21213F-HRTimelineGroup
Cape Investment Advisory, Inc.1,325$58.9K0.02%new13F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.1,070$47.6K0.03%new13F-HRTimeline
Medallion Wealth Advisors, LLC1,062$47.2K0.01%013F-HRTimeline
CENTRAL TRUST Co1,034$46K<0.01%+90013F-HRTimeline
Rossby Financial, LCC917$40.8K0.01%+45613F-HRTimeline
BARRETT & COMPANY, INC.912$40.6K0.01%013F-HRTimeline
Trust Co850$37.8K<0.01%+1013F-HRTimeline
MCF Advisors LLC821$36.6K<0.01%new13F-HRTimeline
Pinnacle Bancorp, Inc.642$28.6K0.01%013F-HRTimeline
Pflug Koory, LLC626$27.8K0.01%013F-HRTimeline
VANGUARD ADVISERS INCin group VANGUARD GROUP INC597$26.6K<0.01%-613F-HRTimelineGroup
Signature Equity Partners, LLC503$22.4K0.01%-6113F-HRTimeline
Westside Investment Management, Inc.450$20K<0.01%013F-HRTimeline
FIDUCIARY FINANCIAL ADVISORS432$19.2K<0.01%new13F-HRTimeline
ARVEST INVESTMENTS, INC.409$18.2K<0.01%013F-HRTimeline
MassMutual Private Wealth & Trust, FSB383$17K<0.01%-10513F-HRTimeline
CX Institutional379$17K<0.01%013F-HRTimeline
IAG Wealth Partners, LLC373$16.6K<0.01%013F-HRTimeline
North Star Investment Management Corp.350$15.6K<0.01%new13F-HRTimeline
Dunhill Financial, LLC334$14.9K<0.01%+21913F-HRTimeline
Harborfront Financial Group LLC314$14K0.05%13F-HRTimeline
SIGNATUREFD, LLC306$13.6K<0.01%013F-HRTimeline
BOYD WATTERSON ASSET MANAGEMENT LLC/OH285$12.7K<0.01%new13F-HRTimeline
OAKWORTH CAPITAL, INC.250$11.1K<0.01%new13F-HRTimeline
N.E.W. Advisory Services LLC200$8.9K<0.01%013F-HRTimeline
Golden State Wealth Management, LLC186$8.27K<0.01%-15013F-HRTimeline
Central Pacific Bank - Trust Division152$6.76K<0.01%013F-HRTimeline
Key Financial Inc90$4K<0.01%new13F-HRTimeline
MidFirst Bank75$3.34K<0.01%013F-HRTimeline
StrongBox Wealth, LLC70$3.11K<0.01%new13F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC35$1.56K<0.01%-7113F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.15$668<0.01%+513F-HRTimeline
IMG Wealth Management, Inc.5$222<0.01%-413F-HRTimeline