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Disclosery

CGUS CAPITAL GROUP CORE EQUITY ET

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SHS CREAT UNIT (fund)

342 managers (347 13F filers) reported a position in CGUS shares at 2025-09-30, 130,831,481 shares in all. 32 filers opened a position and 14 filers sold out during the quarter.

Managers
342
13F filers
347
New
32
Added
213
Reduced
72
Sold out
14
Shares held by filers
130,831,481

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
LPL Financial LLC19,909,178$787M0.23%+3,722,29513F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding11,323,822$448M+775,307Timeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC7,028,681$278M0.09%+1,360,33513F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY6,122,857$242M0.01%+1,114,03113F-HR/ATimelineGroup
Capital International Investorsin group Capital International Investo…5,978,364$236M0.04%+5,945,08913F-HRTimelineGroup
Cetera Investment Advisers5,522,630$218M0.25%+695,93113F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP4,799,841$189M0.13%+954,61613F-HRTimelineGroup
Capital Group Private Client Services, …in group CAPITAL GROUP INVESTMENT MANA…4,555,109$180M3.01%+142,69413F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…4,144,701$164M0.11%+279,69213F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN3,976,974$157M0.03%+839,27813F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC3,659,263$145M0.19%+243,31013F-HRTimeline
MML INVESTORS SERVICES, LLC3,165,889$125M0.33%+133,58013F-HRTimeline
Cambridge Investment Research Advisors,…2,638,620$104M0.29%+144,90713F-HRTimeline
Merit Financial Group, LLC2,107,661$83.3M0.77%+1,985,43513F-HR/ATimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA2,043,127$80.8M0.01%+121,09713F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.2,023,624$79.2M0.11%+266,34913F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS1,803,311$71.3M0.15%-25,17313F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO1,657,531$65.5M0.07%+318,84613F-HRTimelineGroup
UBS Group AGin group UBS Group AG1,490,840$58.9M0.01%+43,21413F-HRTimelineGroup
Private Advisor Group, LLC1,361,308$53.8M0.26%+161,51113F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC1,358,988$53.7M0.06%+1,198,98813F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.1,184,213$46.8M0.08%+29,22513F-HRTimelineGroup
HUB Investment Partners, LLC1,115,378$44.1M1.62%+365,17013F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding1,111,600$44M-94,483Timeline
Midwest Heritage Bank, FSB976,506$38.6M13.67%-1,61813F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP973,079$38.5M0.04%+125,89713F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC955,029$37.8M0.08%+102,87213F-HRTimelineGroup
Souders Financial Advisors928,455$36.7M4.37%-4,32713F-HRTimeline
NewEdge Advisors, LLC892,370$35.3M0.16%+65,94813F-HRTimeline
Strategic Blueprint, LLC864,452$34.2M1.49%+217,06113F-HRTimeline
Summit Investment Advisory Services, LLC703,784$27.8M11.08%+32,73613F-HR/ATimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…685,906$27.3M0.04%+12,06113F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/631,721$25M<0.01%+165,72513F-HR/ATimelineGroup
Janney Montgomery Scott LLC618,702$24.5M0.06%+70,00713F-HRTimeline
CWM, LLCin group CWM, LLC599,501$23.7M0.07%+18,71813F-HRTimelineGroup
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC599,098$23.7M0.27%+129,02013F-HRTimelineGroup
&PARTNERS544,342$21.5M0.14%+87,74713F-HRTimeline
Valmark Advisers, Inc.478,224$18.9M0.24%+75,66013F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding473,872$18.7M+439,226Timeline
Vestmark Advisory Solutions, Inc.460,975$18.2M0.35%-388,58713F-HRTimeline
HARBOUR INVESTMENTS, INC.458,327$18.1M0.41%+46,11613F-HRTimeline
Beacon Pointe Advisors, LLC452,795$17.9M0.15%+336,74713F-HRTimeline
D.A. DAVIDSON & CO.448,326$17.7M0.11%+4,51013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…430,337$17M0.67%+47,44813F-HRTimelineGroup
Forge Financial Services LLC426,267$17M7.96%+36,51113F-HRTimeline
Orion Porfolio Solutions, LLC410,827$16.2M0.13%-41213F-HRTimeline
AA Financial Advisors, LLC401,342$15.9M3.12%+19,96213F-HRTimeline
IFP Advisors, Inc397,773$15.7M0.41%+17,32213F-HR/ATimeline
Investment Planning Advisors, Inc.344,826$13.6M4.29%-443,18513F-HRTimeline
Burford Brothers, Inc.343,617$13.6M5.81%+10,64513F-HRTimeline
Entruity Wealth, LLC328,203$13M10.07%+13,58213F-HRTimeline
Bridgewealth Advisory Group, LLC294,656$11.7M2.7%+27,48713F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC292,835$11.6M0.46%-1,24813F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO286,661$11.3M<0.01%+264,63613F-HR/ATimelineGroup
VestGen Advisors, LLC282,382$11.2M0.37%+17,78513F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …271,610$10.7M0.22%+7,24413F-HRTimelineGroup
Essex Financial Services, Inc.in group Essex Financial Services, Inc.266,268$10.5M0.63%-40013F-HRTimelineGroup
Challenger Wealth Management265,284$10.5M8.2%-7,31713F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…256,295$10.1M0.13%+24,28513F-HRTimelineGroup
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…250,110$9.89M0.26%-3,12313F-HRTimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC244,616$9.67M0.16%-22,52613F-HRTimelineGroup
Cannon Wealth Management Services, LLC229,497$9.07M6.87%+6,64613F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP227,476$8.99M0.01%+40,84313F-HRTimelineGroup
Sunbelt Securities, Inc.222,244$8.79M0.61%-18,68513F-HRTimeline
Mutual Advisors, LLC212,062$8.45M0.19%+18,58613F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…209,973$8.3M0.17%+15,03513F-HRTimelineGroup
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC201,888$7.98M0.14%+147,64913F-HRTimelineGroup
Smartleaf Asset Management LLC195,115$7.7M0.48%+25,55013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…194,480$7.69M0.01%new13F-HRTimelineGroup
SAGESPRING WEALTH PARTNERS, LLC192,263$7.6M0.15%+6,79213F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…187,703$7.42M0.25%+6,89413F-HRTimeline
Dynamic Advisor Solutions LLC182,245$7.21M0.21%-1,75913F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers181,828$7.19M0.01%+43,54513F-HRTimelineGroup
OLD MISSION CAPITAL LLC180,812$7.15M0.26%-206,87413F-HRTimeline
HighTower Advisors, LLC171,662$6.79M0.01%+32,27613F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.168,481$6.66M0.05%+29,74413F-HRTimelineGroup
Ergawealth Advisors, Inc.165,554$6.55M3.05%+131,41213F-HRTimeline
Sovran Advisors, LLC161,873$6.5M0.57%+36,94113F-HRTimeline
BLAIR WILLIAM & CO/IL161,434$6.38M0.02%+2,03113F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV153,389$6.07M0.41%+8,16913F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC149,822$5.92M0.4%+3,98313F-HRTimeline
SMITH, MOORE & CO.148,730$5.88M0.45%-4,72813F-HRTimeline
Integrated Wealth Concepts LLC148,390$5.87M0.05%+5,93813F-HRTimeline
Affiance Financial, LLC145,346$5.75M1.05%-117,05813F-HRTimeline
CENTAURUS FINANCIAL, INC.143,382$5.67M0.27%+6,71713F-HRTimeline
Cushing Capital Partners, LLC141,067$5.59M4.38%+8,90813F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC140,664$5.56M0.34%+18,79013F-HRTimeline
Aspire Growth Partners LLC137,803$5.45M3.98%+10,21313F-HRTimeline
Transcendent Capital Group LLC134,911$5.33M2.39%-5,03013F-HRTimeline
Geneos Wealth Management Inc.134,758$5.33M0.14%-5,74313F-HRTimeline
Advisory Services Network, LLC129,263$5.11M0.07%+20,86013F-HRTimeline
PFG Advisors124,925$4.94M0.2%+15,72813F-HRTimeline
A&I FINANCIAL SERVICES, LLC123,659$4.92M2.4%+15,62713F-HRTimeline
Clear Creek Financial Management, LLC120,459$4.76M0.41%+1,67313F-HRTimeline
Prospera Financial Services Inc119,428$4.72M0.08%-11213F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…118,724$4.69M0.08%+26,40713F-HRTimelineGroup
ENDEAVOR PRIVATE WEALTH, INC.118,185$4.68M1.45%+12,46413F-HRTimeline
Berger Financial Group, Inc114,725$4.54M0.27%-32013F-HRTimeline
Continuum Advisory, LLC113,695$4.5M0.48%+1,29913F-HRTimeline
Western Wealth Management, LLC112,720$4.46M0.24%+6,89113F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.111,439$4.41M0.05%+18,01413F-HRTimelineGroup
G&S Capital LLC99,867$3.95M1.46%+42213F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC99,577$3.94M0.03%-9,88413F-HRTimelineGroup
Perennial Investment Advisors, LLC95,437$3.77M0.31%+9,32413F-HRTimeline
BARNES PETTEY FINANCIAL ADVISORS, LLC95,205$3.76M2.06%-16113F-HRTimeline
World Investment Advisors89,904$3.55M0.07%+1,30013F-HRTimeline
SEAMOUNT FINANCIAL GROUP INC89,640$3.54M1.67%+4,22313F-HRTimeline
Bleakley Financial Group, LLC85,593$3.38M0.08%+1,68913F-HRTimeline
Sanctuary Advisors, LLC84,316$3.33M0.02%+62,65513F-HR/ATimeline
GTS SECURITIES LLC82,658$3.27M0.13%new13F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC81,261$3.21M0.08%+28,26713F-HRTimeline
Kingsview Wealth Management, LLC81,026$3.2M0.05%-172,53113F-HRTimeline
SITTNER & NELSON, LLC79,468$3.14M1.14%+1,31213F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC78,800$3.12M<0.01%+64,90013F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…71,052$2.81M0.06%+17813F-HRTimelineGroup
M.E. ALLISON & CO., INC.71,000$2.81M1.95%+15,40213F-HRTimeline
Koshinski Asset Management, Inc.70,522$2.79M0.19%+19,19613F-HRTimeline
Olistico Wealth, LLC68,267$2.7M1.43%+1113F-HRTimeline
J.W. COLE ADVISORS, INC.66,462$2.63M0.05%+18,27813F-HRTimeline
CHOREO, LLC64,565$2.56M0.03%-27013F-HRTimeline
Mariner, LLCin group Mariner, LLC63,487$2.51M<0.01%+10,91913F-HRTimelineGroup
Signature Resources Capital Management,…63,237$2.5M1.37%+12,78213F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC63,013$2.49M0.15%+44213F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding62,857$2.49M+33,483Timeline
INVESTMENT ADVISORY SERVICES INC /TX /A…62,761$2.48M0.78%+4,91113F-HRTimeline
Lodestone Wealth Management LLC62,107$2.46M1.1%+1,54913F-HRTimeline
Pines Wealth Management, LLC61,930$2.45M0.83%-2,92013F-HRTimeline
Aptus Capital Advisors, LLC61,175$2.42M0.02%+7313F-HRTimeline
LongView Wealth Management60,333$2.39M0.65%+6,70213F-HRTimeline
Global Retirement Partners, LLC59,991$2.37M0.05%+5,62913F-HRTimeline
Capital Management Associates, Inc59,185$2.34M0.63%+15513F-HRTimeline
ASHTON THOMAS SECURITIES, LLC59,207$2.3M0.32%+2,35013F-HRTimeline
Meridian Wealth Management, LLC57,650$2.28M0.09%+8,38513F-HRTimeline
Keystone Financial Group55,695$2.2M0.17%+2,91713F-HR/ATimeline
Latitude Advisors, LLC55,372$2.19M1%+6,70313F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…54,057$2.14M<0.01%+40,15913F-HRTimelineGroup
NORDEN GROUP LLC53,010$2.1M0.21%-32013F-HRTimeline
Trueblood Wealth Management, LLC52,573$2.08M0.81%+2,14313F-HRTimeline
Mach-1 Financial Group, LLC52,376$2.07M0.33%new13F-HRTimeline
Integrity Advisory Solutions, LLC52,376$2.07M0.33%13F-HRTimeline
Steward Partners Investment Advisory, L…50,163$1.98M0.01%+7,49713F-HRTimeline
Confluence Wealth Services, Inc.49,141$1.94M0.1%+10,35513F-HRTimeline
Tempus Wealth Planning, LLC48,198$1.91M0.44%-7,65713F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.47,500$1.88M<0.01%013F-HRTimelineGroup
KMG FIDUCIARY PARTNERS, LLC46,286$1.83M0.12%-2,55613F-HRTimeline
RFG Advisory, LLC45,989$1.82M0.04%+10,41413F-HRTimeline
Sowell Financial Services LLC45,382$1.79M0.07%+1,12413F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV45,074$1.78M0.11%+45313F-HRTimeline
Lantz Financial LLC44,447$1.76M0.39%+1,26513F-HRTimeline
Mayflower Financial Advisors, LLC43,982$1.74M0.22%+82313F-HRTimeline
KPP Advisory Services LLC42,383$1.68M0.25%+5,04213F-HRTimeline
WealthCare Investment Partners, LLC42,088$1.67M0.54%+18213F-HRTimeline
Armstrong, Fleming & Moore, Inc42,107$1.66M0.8%-33413F-HRTimeline
HBW ADVISORY SERVICES LLC41,764$1.65M0.19%+2,61213F-HRTimeline
CWS Financial Advisors, LLC40,875$1.62M0.45%+29413F-HRTimeline
Blueprint Investment Partners LLCgroup of 2 filers holding40,425$1.6MnewTimeline
Venture Visionary Partners LLC39,196$1.55M0.05%+11,49913F-HRTimeline
OneDigital Investment Advisors LLC38,536$1.52M0.02%+6,00813F-HRTimeline
Moloney Securities Asset Management, LLC37,196$1.47M0.18%+1,20013F-HRTimeline
Independent Wealth Network Inc.36,281$1.43M0.46%+2,56213F-HRTimeline
COZAD ASSET MANAGEMENT INC35,453$1.4M0.11%+2,44013F-HRTimeline
LYNCH & ASSOCIATES/IN34,278$1.36M0.26%+1,91813F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC34,231$1.35M0.01%-7113F-HRTimeline
Advyzon Investment Management, LLC33,639$1.33M0.23%-61013F-HRTimeline
IFG Advisory, LLC33,164$1.31M0.06%+5,35813F-HRTimeline
Premier Path Wealth Partners, LLC33,077$1.31M0.17%+36413F-HRTimeline
180 WEALTH ADVISORS, LLC31,740$1.26M0.15%+47113F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC31,472$1.25M0.04%+17,39913F-HRTimelineGroup
TCFG WEALTH MANAGEMENT, LLCin group TCFG Investment Advisors, LLC31,266$1.24M0.49%+4,24013F-HR/ATimelineGroup
Cerity Partners LLCin group Cerity Partners LLC31,251$1.24M<0.01%+4013F-HRTimelineGroup
Lincoln Capital LLC29,607$1.18M0.22%+2,86513F-HRTimeline
Gateway Wealth Partners, LLC29,668$1.17M0.16%+1,96613F-HRTimeline
Balentine LLC29,107$1.15M0.04%013F-HRTimeline
KINTRA WEALTH, LLC28,800$1.14M0.64%-17513F-HRTimeline
Sigma Planning Corp28,755$1.14M0.03%+5,09213F-HRTimeline
Creative Planningin group Creative Planning26,460$1.05M<0.01%+1,26913F-HRTimelineGroup
Bill Few Associates, Inc.26,125$1.03M0.27%+1,64313F-HRTimeline
Summit Financial, LLC26,024$1.03M0.02%new13F-HRTimeline
U.S. Capital Wealth Advisors, LLC25,655$1.01M0.03%+2,86413F-HRTimeline
VICUS CAPITAL25,275$999K0.08%+10,33813F-HRTimeline
Allworth Financial LP25,248$998K<0.01%-1,62213F-HRTimeline
Richmond Investment Services, LLC25,241$998K0.19%+1,83513F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …25,050$990K0.01%+3,77513F-HRTimelineGroup
Focus Partners Wealthin group Focus Partners Wealth24,932$986K<0.01%-6813F-HRTimelineGroup
Belpointe Asset Management LLC24,826$982K0.04%+25913F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC24,683$976K0.02%+1,67213F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC24,608$973K0.08%+1,81213F-HRTimelineGroup
Security Financial Services, INC.24,563$971K0.16%+12,15413F-HRTimeline
GWN SECURITIES INC.24,458$967K0.22%+1,91813F-HRTimeline
M Holdings Securities, Inc.24,270$960K0.2%-2213F-HRTimeline
DAVENPORT & Co LLC23,604$933K0.01%+2,14613F-HRTimeline
CERTIOR FINANCIAL GROUP, LLC23,316$922K0.63%+1,83313F-HRTimeline
FOURPATH CAPITAL MANAGEMENT, LLC23,291$921K0.13%+2,03513F-HRTimeline
Capital Investment Advisory Services, L…23,120$914K0.07%+12,18413F-HRTimeline
Owen LaRue, LLC22,929$907K0.36%+13,44513F-HRTimeline
NWF Advisory Services Inc.22,707$898K0.1%+9,90513F-HRTimeline
KOM Wealth Management Group, LLC21,964$868K0.66%+2,34413F-HRTimeline
PRIVATE TRUST CO NA20,905$827K0.07%-17613F-HRTimeline
Jacobi Capital Management LLC20,441$808K0.05%+1,15513F-HRTimeline
Beacon Financial Advisory LLC20,054$793K0.18%-5413F-HRTimeline