CGUS CAPITAL GROUP CORE EQUITY ET
FollowSHS 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.
| Holder | Shares | Value | % of portfolio | Change | Source |
|---|---|---|---|---|---|
| FINANCIAL CONSULATE, INC | 102 | $3.92K | <0.01% | 0 | 13F-HRTimeline |
| MidFirst Bank | 75 | $2.88K | <0.01% | new | 13F-HRTimeline |
| Marshall & Sterling Wealth Advisors Inc. | 10 | $384 | <0.01% | new | 13F-HRTimeline |
| IMG Wealth Management, Inc. | 9 | $346 | <0.01% | 0 | 13F-HRTimeline |