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Disclosery

CGUS CAPITAL GROUP CORE EQUITY ET

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SHS CREAT UNIT (fund)

318 managers (320 13F filers) reported a position in CGUS shares at 2025-03-31, 97,869,731 shares in all. 31 filers opened a position and 14 filers sold out during the quarter.

Managers
318
13F filers
320
New
31
Added
193
Reduced
60
Sold out
14
Shares held by filers
97,869,731

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
LPL Financial LLC14,836,962$496M0.19%+5,611,80613F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding9,409,803$314M+1,183,355Timeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC5,218,252$174M0.07%+370,18213F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY4,357,561$146M0.01%+344,47213F-HRTimelineGroup
Capital Group Private Client Services, …in group CAPITAL GROUP INVESTMENT MANA…4,288,924$143M1.4%+327,05613F-HRTimelineGroup
Cetera Investment Advisers3,843,349$128M0.25%+779,61813F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…3,552,083$119M0.1%+326,42713F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC3,183,195$106M0.15%+434,23113F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN2,945,656$98.4M0.02%+299,39813F-HRTimelineGroup
MML INVESTORS SERVICES, LLC2,731,036$91.2M0.3%+654,73513F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP2,633,492$87.7M0.08%+882,73513F-HR/ATimelineGroup
Cambridge Investment Research Advisors,…2,266,748$75.7M0.26%+257,65213F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,974,705$66M0.01%+269,97213F-HR/ATimelineGroup
CAPTRUST FINANCIAL ADVISORS1,710,475$57.1M0.14%+111,21313F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,509,490$50.4M0.11%+92,35013F-HRTimelineGroup
Private Advisor Group, LLC1,151,508$38.5M0.23%-834,82813F-HRTimeline
Kestra Advisory Services, LLCgroup of 3 filers holding1,122,245$37.5M+131,560Timeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.1,066,555$35.6M0.07%+69,78413F-HRTimelineGroup
NewEdge Advisors, LLC1,005,661$33.6M0.2%+96,14813F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO1,000,229$33.4M0.04%+121,19113F-HR/ATimelineGroup
Midwest Heritage Bank, FSB949,334$31.7M13.06%+110,45413F-HRTimeline
UBS Group AGin group UBS Group AG895,434$29.9M0.01%+89,58213F-HRTimelineGroup
Souders Financial Advisors881,268$29.4M4.11%+66,79313F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC802,853$26.8M0.07%+39,69713F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP737,631$24.6M0.03%-185,49213F-HRTimelineGroup
HUB Investment Partners, LLC699,625$23.4M0.94%-10,73413F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…681,280$22.8M0.04%+64,74513F-HRTimeline
Investment Planning Advisors, Inc.652,375$21.8M8.85%+132,73613F-HRTimeline
Summit Investment Advisory Services, LLC633,891$21.2M10.38%+2,92413F-HRTimeline
Strategic Blueprint, LLC595,847$19.9M1.09%+80,46313F-HRTimeline
CWM, LLCin group CWM, LLC559,663$18.7M0.07%+193,05013F-HRTimelineGroup
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…549,640$18.4M0.58%+291,73713F-HRTimelineGroup
Affiance Financial, LLC490,885$16.4M3.82%new13F-HRTimeline
Janney Montgomery Scott LLC443,812$14.8M0.04%+61,42713F-HRTimeline
D.A. DAVIDSON & CO.434,623$14.5M0.12%+91113F-HRTimeline
HARBOUR INVESTMENTS, INC.410,242$13.7M0.39%-24,46613F-HRTimeline
Vestmark Advisory Solutions, Inc.405,077$13.5M0.35%+25,31113F-HRTimeline
Orion Porfolio Solutions, LLC403,211$13.5M0.13%+46,34013F-HRTimeline
Orion Portfolio Solutions, LLC403,211$13.5M0.13%+46,34013F-HR/ATimeline
OLD MISSION CAPITAL LLC384,014$12.8M0.25%new13F-HRTimeline
AA Financial Advisors, LLC383,265$12.8M3.12%+66,73313F-HRTimeline
Valmark Advisers, Inc.376,967$12.6M0.19%+101,78713F-HRTimeline
&PARTNERS376,157$12.5M0.13%+93,94713F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC368,920$12.3M0.17%+57,03613F-HRTimelineGroup
Forge Financial Services LLC362,311$12.1M10.69%+19,83713F-HRTimeline
Atria Wealth Solutions, Inc.359,947$12.1M0.15%+13,35213F-HRTimeline
IFP Advisors, Inc344,275$11.5M0.35%+341,15313F-HRTimeline
Burford Brothers, Inc.340,234$11.4M5.52%-1,03213F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…322,146$10.8M0.59%+85,63713F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/309,664$10.3M<0.01%+180,53113F-HRTimelineGroup
Entruity Wealth, LLC293,459$9.8M9.24%+3,32413F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC293,025$9.79M0.46%+14,98013F-HRTimelineGroup
Essex Financial Services, Inc.in group Essex Financial Services, Inc.267,474$8.93M0.64%+30,39213F-HRTimelineGroup
Challenger Wealth Management252,860$8.45M6.69%+73,99013F-HRTimeline
VestGen Advisors, LLC252,611$8.44M0.38%13F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …234,512$7.83M0.21%+75513F-HRTimelineGroup
Sunbelt Securities, Inc.233,147$7.79M0.7%-7,78213F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC219,198$7.67M0.17%013F-HRTimelineGroup
Dynamic Advisor Solutions LLC210,620$7.03M0.23%+16,44913F-HRTimeline
Cannon Wealth Management Services, LLC209,517$6.99M6.24%+11,21313F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV207,139$6.92M0.55%+25,01813F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…204,415$6.83M0.1%new13F-HRTimelineGroup
Kingsview Wealth Management, LLC197,184$6.59M0.12%+189,91413F-HRTimeline
Bridgewealth Advisory Group, LLC185,531$6.2M8.15%-70,06713F-HRTimeline
SMITH, MOORE & CO.178,405$5.96M0.55%-15,18913F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…171,679$5.73M0.26%+1,81713F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC171,507$5.73M0.14%-45,76813F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP171,495$5.73M0.01%+30,74613F-HRTimelineGroup
LANARK FINANCIAL, INC.162,761$5.44M0.46%+162,61213F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…157,094$5.25M0.11%+64,01613F-HRTimelineGroup
BLAIR WILLIAM & CO/IL155,608$5.2M0.02%+7,06813F-HRTimeline
Advisory Services Network, LLC147,744$4.93M0.09%-330,26313F-HRTimeline
Smartleaf Asset Management LLC145,388$4.84M0.47%+15,80013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC143,354$4.79M0.01%-156,37313F-HR/ATimelineGroup
Mutual Advisors, LLC146,223$4.78M0.14%+130,60813F-HRTimeline
Transcendent Capital Group LLC138,440$4.62M2.6%+9,26513F-HRTimeline
Cushing Capital Partners, LLC133,436$4.47M4.01%-8,39413F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC132,761$4.35M0.37%+23,07013F-HRTimeline
Western Wealth Management, LLC126,650$4.23M0.28%+48,63013F-HRTimeline
Berger Financial Group, Inc123,684$4.13M0.29%+15,30613F-HRTimeline
Continuum Advisory, LLC120,531$4.03M0.52%-3,61913F-HRTimeline
Capital Management Associates, Inc118,308$3.95M0.89%+67,56413F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers118,234$3.95M0.01%+20,30813F-HRTimelineGroup
HighTower Advisors, LLC117,034$3.91M0.01%+14,06213F-HRTimeline
CENTAURUS FINANCIAL, INC.113,758$3.8M0.23%+50,95213F-HRTimeline
Integrated Wealth Concepts LLC111,240$3.72M0.04%+53,61913F-HRTimeline
Clear Creek Financial Management, LLC111,232$3.72M0.39%+13,12113F-HRTimeline
Aspire Growth Partners LLC110,108$3.67M3.26%+63,05613F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC109,502$3.66M0.23%+98,53213F-HRTimeline
PFG Advisors108,646$3.63M0.2%+18,11413F-HRTimeline
Prospera Financial Services Inc107,494$3.59M0.08%+6,48113F-HRTimeline
Merit Financial Group, LLC104,581$3.49M0.05%+27,09113F-HRTimeline
G&S Capital LLC98,551$3.29M1.4%+9,62513F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC98,526$3.29M0.04%+11,29213F-HRTimelineGroup
BARNES PETTEY FINANCIAL ADVISORS, LLC96,247$3.21M2.5%-4,42713F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.93,684$3.13M0.02%+2,03713F-HRTimeline
Sovran Advisors, LLC98,398$3.09M0.4%+16,65213F-HRTimeline
A&I FINANCIAL SERVICES, LLC92,148$3.08M2.08%+27,51313F-HRTimeline
WOODMONT INVESTMENT COUNSEL LLC91,740$3.06M0.22%+15,35313F-HRTimeline
GTS SECURITIES LLC89,995$3.01M0.13%new13F-HRTimeline
Bleakley Financial Group, LLC89,719$3M0.1%+8,29713F-HRTimeline
ENDEAVOR PRIVATE WEALTH, INC.78,557$2.63M1.43%+19,10013F-HRTimeline
SITTNER & NELSON, LLC76,918$2.57M1.1%+10,66113F-HRTimeline
SEAMOUNT FINANCIAL GROUP INC76,614$2.56M1.74%+6,74913F-HRTimeline
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…72,227$2.41M0.48%+61,18213F-HRTimelineGroup
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…70,227$2.35M0.06%013F-HRTimelineGroup
CHOREO, LLC68,384$2.29M0.04%-4,60513F-HRTimeline
Siligmueller & Norvid Wealth Advisors L…68,405$2.28M0.97%-10,58313F-HRTimeline
Olistico Wealth, LLC68,244$2.28M1.41%-113F-HRTimeline
World Investment Advisors64,642$2.16M0.06%+47,35413F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC63,915$2.13M0.19%+44913F-HR/ATimeline
Aptus Capital Advisors, LLC61,671$2.06M0.02%-29513F-HRTimeline
Perennial Investment Advisors, LLC61,458$2.05M0.23%+24,48413F-HRTimeline
Lodestone Wealth Management LLC60,367$2.02M1.07%-77813F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC59,352$1.98M<0.01%-87,57613F-HRTimelineGroup
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.57,115$1.91M0.03%+18,65413F-HRTimelineGroup
TOWNSQUARE CAPITAL LLC55,447$1.85M0.02%+4,31213F-HRTimeline
Pines Wealth Management, LLC60,246$1.8M0.83%+8,80213F-HRTimeline
M.E. ALLISON & CO., INC.53,967$1.8M1.78%+1,84913F-HRTimeline
Tempus Wealth Planning, LLC53,402$1.78M0.53%+9,35913F-HRTimeline
NORDEN GROUP LLC53,330$1.78M0.2%+3,65013F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.52,867$1.77M0.02%+12,44213F-HRTimelineGroup
ASHTON THOMAS SECURITIES, LLC51,710$1.73M0.48%+50013F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC50,927$1.7M0.06%+15,19013F-HRTimeline
KMG FIDUCIARY PARTNERS, LLC50,608$1.69M0.14%-1,59813F-HRTimeline
INVESTMENT ADVISORY SERVICES INC /TX /A…50,577$1.69M0.61%+6,36513F-HRTimeline
GWN SECURITIES INC.47,772$1.6M0.09%+28,29913F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.47,500$1.59M<0.01%013F-HRTimelineGroup
LongView Wealth Management47,467$1.59M0.48%+6,27113F-HRTimeline
Latitude Advisors, LLC47,304$1.58M0.92%+13,23013F-HRTimeline
OneDigital Investment Advisors LLC47,254$1.58M0.02%-3113F-HRTimeline
Signature Resources Capital Management,…46,230$1.54M1.33%+27,20613F-HRTimeline
Koshinski Asset Management, Inc.45,601$1.52M0.13%+5,53213F-HRTimeline
Keystone Financial Group45,243$1.51M0.15%+11,12013F-HRTimeline
Mayflower Financial Advisors, LLC44,852$1.5M0.23%+3,39713F-HRTimeline
Trueblood Wealth Management, LLC43,692$1.46M0.68%+15,61213F-HRTimeline
Mariner, LLCin group Mariner, LLC42,521$1.42M<0.01%+24,71613F-HRTimelineGroup
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…41,566$1.42M0.06%-23,41413F-HRTimelineGroup
Lantz Financial LLC40,113$1.34M0.37%+2,88013F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…40,021$1.34M0.03%+1,87513F-HRTimelineGroup
Sowell Financial Services LLC39,941$1.33M0.06%+91013F-HRTimeline
J.W. COLE ADVISORS, INC.39,804$1.33M0.04%+32,09213F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO39,693$1.33M0.02%-1,17013F-HRTimeline
First Heartland Consultants, Inc.39,608$1.32M0.14%+10,72313F-HRTimeline
WealthCare Investment Partners, LLC41,696$1.28M0.54%+5,60113F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV38,245$1.28M0.1%+5,48513F-HRTimeline
CWS Financial Advisors, LLC38,047$1.27M0.4%+1,84513F-HRTimeline
Moloney Securities Asset Management, LLC35,647$1.19M0.16%+5,02013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…35,593$1.19M<0.01%-22,50513F-HRTimelineGroup
CW Advisors, LLC34,676$1.17M0.01%new13F-HRTimeline
Meridian Wealth Management, LLC35,113$1.17M0.06%+1413F-HRTimeline
Advyzon Investment Management, LLC33,989$1.14M0.4%+3213F-HRTimeline
KPP Advisory Services LLC33,621$1.12M0.21%-7,57413F-HRTimeline
Capital International Investorsin group Capital International Investo…33,272$1.11M<0.01%-6413F-HRTimelineGroup
Premier Path Wealth Partners, LLC32,713$1.09M0.17%-1,76613F-HRTimeline
Confluence Wealth Services, Inc.34,333$1.09M0.07%+18,08913F-HRTimeline
Independent Wealth Network Inc.32,244$1.08M0.43%+4,41113F-HRTimeline
Advisor Resource Council31,716$1.06M0.09%new13F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC31,173$1.04M<0.01%+86513F-HRTimelineGroup
180 WEALTH ADVISORS, LLC30,871$1.03M0.16%-70513F-HRTimeline
LYNCH & ASSOCIATES/IN29,447$984K0.21%+9,28613F-HRTimeline
Swisher Financial Concepts, Inc.29,182$975K0.81%+17,55213F-HRTimeline
Balentine LLC29,107$972K0.04%013F-HRTimeline
HBW ADVISORY SERVICES LLC28,969$968K0.14%+5,87813F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO28,632$956K<0.01%-1,96513F-HRTimelineGroup
COZAD ASSET MANAGEMENT INC28,359$947K0.09%+8,17413F-HRTimeline
Gateway Wealth Partners, LLC28,329$946K0.21%+7,69213F-HRTimeline
Steward Partners Investment Advisory, L…27,417$916K0.01%-17013F-HRTimeline
Mascagni Wealth Management, Inc.26,091$871K0.87%013F-HR/ATimeline
Patriot Financial Group Insurance Agenc…25,911$865K0.12%+3,44513F-HRTimeline
Allworth Financial LP26,295$855K<0.01%+1,10413F-HRTimeline
Creative Planningin group Creative Planning25,083$838K<0.01%+1,08813F-HRTimelineGroup
Belpointe Asset Management LLC24,717$826K0.04%+1,00113F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC24,062$804K0.02%+1,29313F-HRTimeline
FinDec Wealth Services, Inc.24,052$803K0.79%-159,39413F-HRTimeline
Lincoln Capital LLC24,834$778K0.16%+13,10713F-HRTimeline
CERTIOR FINANCIAL GROUP, LLC23,173$774K0.64%+87513F-HRTimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.22,797$761K<0.01%new13F-HRTimelineGroup
O'SHAUGHNESSY ASSET MANAGEMENT, LLC21,505$718K0.01%+2,84613F-HRTimeline
Sanctuary Advisors, LLC21,473$717K0.01%+77613F-HRTimeline
LANDAAS & CO /WI /ADV21,157$707K0.2%new13F-HRTimeline
Beacon Financial Advisory LLC21,096$705K0.21%-1,48413F-HRTimeline
DAVENPORT & Co LLC20,675$691K<0.01%+1,23113F-HRTimeline
Bill Few Associates, Inc.20,631$689K0.25%+94813F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.19,414$648K0.01%+5,77413F-HRTimelineGroup
FOURPATH CAPITAL MANAGEMENT, LLC19,193$641K0.11%+3,59613F-HRTimeline
Arax Advisory Partners19,078$637K0.04%new13F-HRTimeline
Sigma Planning Corp18,681$624K0.02%+3,02113F-HRTimeline
Smith Thornton Advisors LLC18,387$614K0.38%+513F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC18,239$609K0.07%+5,02813F-HRTimelineGroup
HRT FINANCIAL LP18,021$601K<0.01%new13F-HRTimeline
Delta Financial Group, Inc.17,338$595K0.14%+97013F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC17,808$595K0.03%+1,74513F-HRTimelineGroup
Good Life Advisors, LLC17,650$590K0.04%+2,71213F-HRTimeline
IFG Advisory, LLC17,169$573K0.03%+6,27113F-HRTimeline
MRWM Advisors, LLC16,929$565K0.39%+70013F-HRTimeline
ROTHSCHILD INVESTMENT LLC16,888$564K0.04%013F-HRTimeline
EVERPAR ADVISORS LLC16,886$564K0.3%+20013F-HRTimeline
Procyon Advisors, LLC16,685$557K0.03%-87613F-HRTimeline
HUNTER ASSOCIATES INVESTMENT MANAGEMENT…16,300$545K0.08%013F-HRTimeline