Skip to content
Disclosery

CGUS CAPITAL GROUP CORE EQUITY ET

Follow

SHS CREAT UNIT (fund)

302 managers (305 13F filers) reported a position in CGUS shares at 2024-12-31, 82,184,906 shares in all. 29 filers opened a position and 9 filers sold out during the quarter.

Managers
302
13F filers
305
New
29
Added
177
Reduced
45
Sold out
9
Shares held by filers
82,184,906

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
LPL Financial LLC9,225,156$323M0.13%+2,556,39613F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding8,226,448$288M+1,197,874Timeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC4,848,070$170M0.06%13F-HR/ATimelineGroup
MORGAN STANLEYin group MORGAN STANLEY4,013,089$140M0.01%+978,37213F-HR/ATimelineGroup
Capital Group Private Client Services, …in group CAPITAL GROUP INVESTMENT MANA…3,961,868$139M1.27%+203,76813F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…3,225,656$113M0.1%+723,35913F-HRTimelineGroup
Cetera Investment Advisers3,063,731$107M0.22%+397,72513F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC2,748,964$96.1M0.14%+403,74913F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN2,646,258$92.5M0.02%+520,67313F-HRTimelineGroup
MML INVESTORS SERVICES, LLC2,076,301$72.6M0.25%+392,23913F-HRTimeline
Cambridge Investment Research Advisors,…2,009,096$70.3M0.23%+207,13813F-HRTimeline
Private Advisor Group, LLC1,986,336$69.5M0.39%+1,144,83313F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP1,750,757$61.2M0.06%+681,12013F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,704,733$59.6M0.01%+392,39413F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS1,599,262$55.9M0.16%+66,27713F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,417,140$49.6M0.11%-140,25313F-HR/ATimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.996,771$34.9M0.07%+41,84013F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 3 filers holding990,685$34.6M-88,147Timeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP923,123$32.3M0.03%+72,12413F-HRTimelineGroup
NewEdge Advisors, LLC909,513$31.8M0.19%+135,04913F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO879,038$30.7M0.04%+55,69713F-HRTimelineGroup
Midwest Heritage Bank, FSB838,880$29.3M13.61%+30,87513F-HRTimeline
Souders Financial Advisors814,475$28.5M3.98%+67,43313F-HRTimeline
UBS Group AGin group UBS Group AG805,852$28.2M0.01%+78,64213F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC763,156$26.7M0.07%+13,38113F-HRTimelineGroup
HUB Investment Partners, LLC710,359$24.8M1.04%+38,42613F-HRTimeline
Summit Investment Advisory Services, LLC630,967$22.1M11.38%+27,49813F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…616,535$21.6M0.04%+53,87313F-HR/ATimeline
Investment Planning Advisors, Inc.519,639$18.2M7.94%+273,01313F-HRTimeline
Strategic Blueprint, LLC515,384$18M1.07%+95,24813F-HRTimeline
Advisory Services Network, LLC478,007$16.7M0.31%+62,20813F-HRTimeline
HARBOUR INVESTMENTS, INC.434,708$15.2M0.44%+47,00413F-HRTimeline
D.A. DAVIDSON & CO.433,712$15.2M0.12%+22,20213F-HRTimeline
Janney Montgomery Scott LLC382,385$13.4M0.04%+29,73713F-HRTimeline
Vestmark Advisory Solutions, Inc.379,766$13.3M0.46%+26,64313F-HRTimeline
CWM, LLCin group CWM, LLC366,613$12.8M0.05%+44,08813F-HRTimelineGroup
Orion Porfolio Solutions, LLC356,871$12.5M0.12%+25,78613F-HRTimeline
Orion Portfolio Solutions, LLC356,871$12.5M0.12%+25,78613F-HRTimeline
Forge Financial Services LLC342,474$12.5M10.47%13F-HRTimeline
Atria Wealth Solutions, Inc.346,595$12.1M0.13%+19,18013F-HRTimeline
Burford Brothers, Inc.341,266$11.9M5.86%+27,79213F-HRTimeline
AA Financial Advisors, LLC316,532$11.1M2.95%+48,95113F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC311,884$10.9M0.16%+38,91313F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC299,727$10.5M0.02%+48,19313F-HRTimelineGroup
Entruity Wealth, LLC290,135$10.1M10.06%13F-HRTimeline
&PARTNERS282,210$9.89M0.12%+35,62913F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC278,045$9.72M0.44%+29,83813F-HRTimelineGroup
Valmark Advisers, Inc.275,180$9.62M0.15%+42,84913F-HRTimeline
Bridgewealth Advisory Group, LLC255,598$9.31M2.63%+28,25713F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding257,903$9.02M+9,439Timeline
Sunbelt Securities, Inc.240,929$8.45M0.74%-6,42113F-HRTimeline
Independent Advisor Alliance239,737$8.38M0.11%new13F-HRTimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.237,082$8.29M0.59%+14,62013F-HRTimelineGroup
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…236,509$8.27M0.46%+211,57113F-HRTimelineGroup
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …233,757$8.17M0.23%+3,59013F-HRTimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC219,198$7.67M0.17%+29,55313F-HRTimelineGroup
SAGESPRING WEALTH PARTNERS, LLC217,275$7.6M0.2%13F-HRTimeline
Cannon Wealth Management Services, LLC198,304$7.17M6.18%+66,85213F-HRTimeline
Dynamic Advisor Solutions LLC194,171$6.79M0.29%-2,65013F-HRTimeline
SMITH, MOORE & CO.193,594$6.77M0.62%-1,11713F-HRTimeline
FinDec Wealth Services, Inc.183,446$6.42M4.45%-45,26913F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV182,121$6.37M0.52%-2413F-HRTimeline
Challenger Wealth Management178,870$6.26M5.39%13F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…169,862$5.94M0.26%+3,10813F-HRTimeline
BLAIR WILLIAM & CO/IL148,540$5.19M0.02%-3,30713F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC146,928$5.14M<0.01%new13F-HRTimelineGroup
Cushing Capital Partners, LLC141,830$4.96M4.77%13F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP140,749$4.92M0.01%+22,03313F-HRTimelineGroup
Smartleaf Asset Management LLC129,588$4.55M0.46%+14,36713F-HRTimeline
Transcendent Capital Group LLC129,175$4.52M2.34%+7,52213F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/129,133$4.52M<0.01%-1,042,21613F-HRTimelineGroup
Continuum Advisory, LLC124,150$4.34M0.56%+1,83313F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…108,916$3.92M0.22%+2,02913F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC109,691$3.84M0.35%+4,46313F-HRTimeline
Berger Financial Group, Inc108,378$3.79M0.26%new13F-HRTimeline
HighTower Advisors, LLC102,972$3.6M<0.01%+8,37413F-HRTimeline
Prospera Financial Services Inc101,013$3.53M0.08%+30,62313F-HRTimeline
BARNES PETTEY FINANCIAL ADVISORS, LLC100,674$3.52M2.69%-9813F-HRTimeline
Clear Creek Financial Management, LLC98,111$3.43M0.37%+9,96513F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers97,926$3.42M0.01%+31,67513F-HRTimelineGroup
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…93,078$3.25M0.07%+34,41313F-HRTimelineGroup
AVANTAX ADVISORY SERVICES, INC.91,647$3.2M0.02%+26,06013F-HRTimeline
PFG Advisors90,532$3.17M0.19%+11,39313F-HRTimeline
G&S Capital LLC88,926$3.11M1.28%+7,13813F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC87,234$3.05M0.03%+11,75013F-HRTimelineGroup
Bleakley Financial Group, LLC81,422$2.85M0.09%+3,79113F-HRTimeline
Sovran Advisors, LLC81,746$2.84M0.41%13F-HRTimeline
Siligmueller & Norvid Wealth Advisors L…78,988$2.76M1.18%13F-HRTimeline
Western Wealth Management, LLC78,020$2.73M0.18%-38,49113F-HR/ATimeline
Merit Financial Group, LLC77,490$2.71M0.05%+7,59013F-HRTimeline
WOODMONT INVESTMENT COUNSEL LLC76,387$2.67M0.2%+14,68613F-HRTimeline
CHOREO, LLC72,989$2.55M0.04%-2,58413F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…70,227$2.46M0.06%+2,06213F-HRTimelineGroup
SEAMOUNT FINANCIAL GROUP INC69,865$2.44M1.69%+28,52413F-HRTimeline
Olistico Wealth, LLC68,245$2.39M1.39%+2513F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC67,100$2.35M<0.01%+2,80013F-HRTimeline
SITTNER & NELSON, LLC66,257$2.32M1%+22,63013F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…64,980$2.27M0.08%+18,65013F-HRTimelineGroup
A&I FINANCIAL SERVICES, LLC64,635$2.26M2.2%13F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC63,466$2.22M0.17%+37613F-HRTimeline
CENTAURUS FINANCIAL, INC.62,806$2.2M0.13%new13F-HRTimeline
Aptus Capital Advisors, LLC61,966$2.17M0.03%-1,40713F-HRTimeline
Lodestone Wealth Management LLC61,145$2.14M1.07%+1313F-HRTimeline
ENDEAVOR PRIVATE WEALTH, INC.59,457$2.08M1.98%13F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…58,098$2.03M<0.01%+37,60013F-HRTimelineGroup
Integrated Wealth Concepts LLC57,621$2.02M0.02%+39,73413F-HRTimeline
KMG FIDUCIARY PARTNERS, LLC52,206$1.83M0.15%+1,46613F-HRTimeline
M.E. ALLISON & CO., INC.52,118$1.82M2.01%13F-HRTimeline
ASHTON THOMAS SECURITIES, LLC51,210$1.79M0.49%+4,51013F-HRTimeline
TOWNSQUARE CAPITAL LLC51,135$1.79M0.02%+14,15913F-HRTimeline
Pines Wealth Management, LLC51,444$1.78M0.78%13F-HRTimeline
Capital Management Associates, Inc50,744$1.77M0.67%+6,69613F-HRTimeline
NORDEN GROUP LLC49,680$1.74M0.2%+14,64513F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.47,500$1.66M<0.01%new13F-HRTimelineGroup
OneDigital Investment Advisors LLC47,285$1.65M0.02%+1,96613F-HRTimeline
Aspire Growth Partners LLC47,052$1.65M1.61%13F-HRTimeline
INVESTMENT ADVISORY SERVICES INC /TX /A…44,212$1.55M0.55%+6,79713F-HRTimeline
Tempus Wealth Planning, LLC44,043$1.54M0.47%+6,75113F-HRTimeline
Mayflower Financial Advisors, LLC41,455$1.45M0.22%+6,14313F-HRTimeline
LongView Wealth Management41,196$1.44M0.44%+3,46113F-HRTimeline
KPP Advisory Services LLC41,195$1.44M0.34%-1,37813F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO40,863$1.43M0.03%+3,00213F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.40,425$1.41M0.01%+7,47913F-HRTimelineGroup
Koshinski Asset Management, Inc.40,069$1.4M0.13%-71613F-HRTimeline
Global Retirement Partners, LLC39,876$1.39M0.04%+3,20313F-HRTimeline
Sowell Financial Services LLC39,031$1.36M0.07%-5,50713F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.38,461$1.34M0.02%+13,60313F-HRTimelineGroup
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…38,146$1.33M0.04%+6,17513F-HRTimelineGroup
Armstrong, Fleming & Moore, Inc38,130$1.33M0.81%+5,42013F-HRTimeline
Lantz Financial LLC37,233$1.3M0.35%+2,20613F-HRTimeline
Perennial Investment Advisors, LLC36,974$1.29M0.15%new13F-HRTimeline
CWS Financial Advisors, LLC36,202$1.27M0.41%+6,33413F-HRTimeline
WealthCare Investment Partners, LLC36,095$1.26M0.55%+11013F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC35,737$1.25M0.04%+10,80113F-HRTimeline
Meridian Wealth Management, LLC35,099$1.23M0.06%013F-HRTimeline
Premier Path Wealth Partners, LLC34,479$1.21M0.18%013F-HRTimeline
Keystone Financial Group34,123$1.19M0.12%new13F-HRTimeline
Latitude Advisors, LLC34,074$1.19M0.67%+3,45513F-HRTimeline
Advyzon Investment Management, LLC33,957$1.19M0.46%13F-HRTimeline
Capital International Investorsin group Capital International Investo…33,336$1.17M<0.01%-1813F-HRTimelineGroup
NATIONS FINANCIAL GROUP INC, /IA/ /ADV32,760$1.15M0.08%+2,16213F-HRTimeline
180 WEALTH ADVISORS, LLC31,576$1.1M0.17%-8813F-HRTimeline
Moloney Securities Asset Management, LLC30,627$1.07M0.14%+11,30913F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO30,597$1.07M<0.01%+27,66313F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC30,308$1.06M<0.01%+6,75713F-HRTimelineGroup
Faithward Advisors, LLC29,987$1.05M0.18%+1,50513F-HRTimeline
Balentine LLC29,107$1.02M0.04%013F-HRTimeline
First Heartland Consultants, Inc.28,885$1.01M0.1%+3,33213F-HRTimeline
Trueblood Wealth Management, LLC28,080$982K0.48%+9,96413F-HRTimeline
Independent Wealth Network Inc.27,833$973K0.39%+7,24413F-HRTimeline
Steward Partners Investment Advisory, L…27,587$965K0.01%+3,53213F-HRTimeline
Allworth Financial LP25,191$907K<0.01%+85413F-HRTimeline
Mascagni Wealth Management, Inc.26,091$871K0.87%13F-HR/ATimeline
Creative Planningin group Creative Planning23,995$839K<0.01%+3,60813F-HRTimelineGroup
HBW ADVISORY SERVICES LLC23,091$807K0.08%+5,04213F-HRTimeline
Belpointe Asset Management LLC23,716$799K0.05%013F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC22,769$796K0.02%+3,69313F-HRTimeline
Beacon Financial Advisory LLC22,580$790K0.26%+4613F-HRTimeline
Patriot Financial Group Insurance Agenc…22,466$786K0.11%-2713F-HRTimeline
CERTIOR FINANCIAL GROUP, LLC22,298$780K0.69%13F-HRTimeline
CAROLINAS WEALTH CONSULTING LLC22,221$777K0.15%+12813F-HRTimeline
Sanctuary Advisors, LLC20,697$753K<0.01%+34913F-HRTimeline
Gateway Wealth Partners, LLC20,637$722K0.19%+6,34113F-HRTimeline
GWN SECURITIES INC.19,473$707K0.19%13F-HRTimeline
COZAD ASSET MANAGEMENT INC20,185$706K0.07%+41213F-HRTimeline
LYNCH & ASSOCIATES/IN20,161$705K0.15%+2,83613F-HRTimeline
Bill Few Associates, Inc.19,683$688K0.24%+1,90613F-HRTimeline
DAVENPORT & Co LLC19,444$680K<0.01%+5,69113F-HRTimeline
Signature Resources Capital Management,…19,024$665K0.59%-54113F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC18,659$653K0.01%new13F-HRTimeline
Smith Thornton Advisors LLC18,382$643K0.41%013F-HRTimeline
Mariner, LLCin group Mariner, LLC17,805$623K<0.01%new13F-HRTimelineGroup
Procyon Advisors, LLC17,561$614K0.04%-1,55013F-HRTimeline
World Investment Advisors17,288$605K0.02%-313F-HRTimeline
ROTHSCHILD INVESTMENT LLC16,888$591K0.04%+113F-HRTimeline
Confluence Wealth Services, Inc.16,244$589K0.04%+6,29913F-HRTimeline
EVERPAR ADVISORS LLC16,686$584K0.29%+25013F-HRTimeline
Delta Financial Group, Inc.16,368$572K0.13%+38513F-HRTimeline
HUNTER ASSOCIATES INVESTMENT MANAGEMENT…16,300$570K0.09%013F-HRTimeline
MRWM Advisors, LLC16,229$568K0.44%13F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC16,063$562K0.04%-56213F-HRTimelineGroup
Total Clarity Wealth Management, Inc.16,026$560K0.18%+49513F-HRTimeline
Mutual Advisors, LLC15,615$550K0.02%-27,63913F-HRTimeline
WEDBUSH SECURITIES INC15,730$550K0.02%+12913F-HRTimeline
Sigma Planning Corp15,660$548K0.02%+89713F-HRTimeline
WR Wealth Planners, LLC15,652$547K0.18%-21,18413F-HRTimeline
FOURPATH CAPITAL MANAGEMENT, LLC15,597$545K0.1%+1,64913F-HRTimeline
TKG Advisors, LLC14,881$540K0.25%-24413F-HRTimeline
VestGen Investment Management15,299$535K0.15%+1,60113F-HRTimeline
Good Life Advisors, LLC14,938$522K0.04%+1,12013F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC14,648$512K0.2%-6113F-HRTimeline
RFG Advisory, LLC14,548$509K0.01%+71513F-HRTimeline
Cravens & Co Advisors, LLC14,409$504K0.38%+25013F-HRTimeline
TCFG WEALTH MANAGEMENT, LLCin group TCFG Investment Advisors, LLC13,702$479K0.24%+57313F-HRTimelineGroup
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.13,640$477K0.01%+1,52913F-HRTimelineGroup
HARMONY ASSET MANAGEMENT LLC13,477$471K0.19%-55013F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC13,211$462K0.05%+13113F-HRTimelineGroup
Arkadios Wealth Advisors13,162$460K0.03%+2,96113F-HRTimeline
High Falls Advisors, Inc13,079$457K0.11%+39113F-HRTimeline
Trilogy Capital Inc.12,967$453K0.02%+1,26913F-HRTimeline