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Disclosery

CGUS CAPITAL GROUP CORE EQUITY ET

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SHS CREAT UNIT (fund)

390 managers (396 13F filers) reported a position in CGUS shares at 2025-12-31, 146,998,057 shares in all. 42 filers opened a position and 15 filers sold out during the quarter.

Managers
390
13F filers
396
New
42
Added
234
Reduced
65
Sold out
15
Shares held by filers
146,998,057

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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 LLC23,734,177$955M0.26%+3,824,99913F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding11,746,775$473M+422,953Timeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC7,308,251$294M0.09%+279,57013F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY6,715,499$270M0.02%+592,64213F-HR/ATimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP6,149,146$247M0.15%+1,349,30513F-HRTimelineGroup
Capital International Investorsin group Capital International Investo…6,046,805$243M0.04%+68,44113F-HRTimelineGroup
Cetera Investment Advisers5,940,417$239M0.26%+417,78713F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN5,278,226$212M0.04%+1,301,25213F-HRTimelineGroup
Capital Group Private Client Services, …in group CAPITAL GROUP INVESTMENT MANA…4,700,100$189M3.01%+144,99113F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…4,324,780$174M0.11%+180,07913F-HR/ATimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC3,933,197$158M0.21%+273,93413F-HRTimeline
MML INVESTORS SERVICES, LLC3,443,111$139M0.34%+277,22213F-HRTimeline
Cambridge Investment Research Advisors,…2,762,613$111M0.29%+123,99313F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA2,258,364$90.9M0.02%+215,23713F-HRTimelineGroup
Merit Financial Group, LLC2,193,385$88.2M0.71%+85,72413F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.2,155,286$86.7M0.13%+131,66213F-HRTimelineGroup
SEI INVESTMENTS COin group SEI INVESTMENTS CO2,009,858$80.9M0.08%+352,32713F-HRTimelineGroup
Private Advisor Group, LLC2,001,153$80.5M0.38%+639,84513F-HRTimeline
CAPTRUST FINANCIAL ADVISORS1,768,853$71.2M0.14%-34,45813F-HRTimeline
UBS Group AGin group UBS Group AG1,575,236$63.4M0.01%+84,39613F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.1,200,607$48.3M0.08%+16,39413F-HRTimelineGroup
&PARTNERS1,178,567$47.4M0.25%+634,22513F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC1,170,140$47.1M0.1%+215,11113F-HRTimelineGroup
HUB Investment Partners, LLC1,140,188$45.9M1.25%+24,81013F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP1,068,766$43M0.04%+95,68713F-HRTimelineGroup
NewEdge Advisors, LLC1,029,158$41.4M0.15%+136,78813F-HRTimeline
Midwest Heritage Bank, FSB975,708$39.3M13.55%-79813F-HRTimeline
Souders Financial Advisors966,539$38.9M4.45%+38,08413F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding952,967$38.3M-158,633Timeline
SILVER OAK SECURITIES, INCORPORATED858,085$34.8M2.35%new13F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/831,238$33.4M<0.01%+199,51713F-HRTimelineGroup
Janney Montgomery Scott LLC760,323$30.6M0.07%+141,62113F-HRTimeline
Summit Investment Advisory Services, LLC734,676$29.6M11.16%+30,89213F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC731,518$29.4M0.33%+132,42013F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…700,200$28.7M0.04%+14,29413F-HRTimeline
Valmark Advisers, Inc.664,992$26.8M0.33%+186,76813F-HRTimeline
BIP Wealth, LLC659,775$26.5M0.94%+654,46013F-HRTimeline
CWM, LLCin group CWM, LLC602,206$24.2M0.07%+2,70513F-HRTimelineGroup
HighPoint Advisor Group LLC582,525$23.4M0.52%new13F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding510,296$20.5M+36,424Timeline
Vestmark Advisory Solutions, Inc.510,219$20.5M0.28%+49,24413F-HRTimeline
HARBOUR INVESTMENTS, INC.505,239$20.3M0.41%+46,91213F-HRTimeline
D.A. DAVIDSON & CO.469,277$18.9M0.12%+20,95113F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…465,364$18.7M0.69%+35,02713F-HRTimelineGroup
Beacon Pointe Advisors, LLC456,644$18.4M0.13%+3,84913F-HRTimeline
Orion Porfolio Solutions, LLC442,189$17.8M0.13%+31,36213F-HRTimeline
Forge Financial Services LLC439,334$17.7M7.56%+13,06713F-HRTimeline
AA Financial Advisors, LLC424,380$17.1M3.16%+23,03813F-HRTimeline
IFP Advisors, Inc410,781$16.5M0.37%+13,00813F-HRTimeline
Ergawealth Advisors, Inc.394,724$15.9M7.31%+229,17013F-HRTimeline
Investment Planning Advisors, Inc.355,027$14.3M4.16%+10,20113F-HRTimeline
Burford Brothers, Inc.354,418$14.3M5.89%+10,80113F-HRTimeline
Entruity Wealth, LLC330,914$13.3M9.49%+2,71113F-HRTimeline
Bridgewealth Advisory Group, LLC329,916$13.3M2.93%+35,26013F-HRTimeline
Strategic Blueprint, LLC315,040$12.7M0.75%-549,41213F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO311,498$12.5M<0.01%+24,83713F-HRTimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC291,627$11.7M0.18%+47,01113F-HRTimelineGroup
Michael Brady & Co., LLC291,024$11.7M11.68%13F-HRTimeline
Vigil Wealth Management, LLC289,777$11.7M9.69%13F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC283,081$11.4M0.55%+220,06813F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…273,655$11M0.14%+17,36013F-HRTimelineGroup
J. Derek Lewis & Associates Inc.272,179$10.9M2.56%13F-HRTimeline
Challenger Wealth Management266,468$10.7M8.18%+1,18413F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP265,065$10.7M0.01%+37,58913F-HRTimelineGroup
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC255,245$10.3M0.4%-37,59013F-HRTimelineGroup
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…251,861$10.1M0.25%+1,75113F-HRTimelineGroup
Essex Financial Services, Inc.in group Essex Financial Services, Inc.251,051$10.1M0.57%-15,21713F-HRTimelineGroup
Guided Capital Wealth Management, LLC243,980$9.82M6.88%new13F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers231,435$9.31M0.01%+49,60713F-HRTimelineGroup
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC226,482$9.11M0.16%+24,59413F-HRTimelineGroup
Mutual Advisors, LLC222,521$8.95M0.19%+10,45913F-HRTimeline
Sunbelt Securities, Inc.221,105$8.9M0.59%-1,13913F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…218,920$8.81M0.17%+8,94713F-HRTimelineGroup
Smartleaf Asset Management LLC210,628$8.53M0.32%+15,51313F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC211,986$8.53M0.15%+19,72313F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…196,885$7.92M0.09%+78,16113F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.195,183$7.85M0.05%+26,70213F-HRTimelineGroup
HighTower Advisors, LLC193,659$7.79M0.01%+21,99713F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…191,895$7.72M0.27%+4,19213F-HRTimeline
Cannon Wealth Management Services, LLC189,166$7.61M5.37%-40,33113F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC179,103$7.21M0.42%+29,28113F-HRTimeline
BLAIR WILLIAM & CO/IL166,437$6.7M0.02%+5,00313F-HRTimeline
Integrated Wealth Concepts LLC161,389$6.49M0.08%+12,99913F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …158,440$6.37M0.13%-113,17013F-HRTimelineGroup
CREATIVE FINANCIAL DESIGNS INC /ADV154,144$6.2M0.39%+75513F-HRTimeline
Sovran Advisors, LLC150,521$6.17M0.52%-11,35213F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC147,632$5.94M0.35%+6,96813F-HRTimeline
Geneos Wealth Management Inc.146,623$5.9M0.14%+11,86513F-HRTimeline
CENTAURUS FINANCIAL, INC.145,493$5.85M0.27%+2,11113F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.142,148$5.72M0.06%+30,70913F-HRTimelineGroup
BNB Wealth Management, LLC141,567$5.7M3.67%13F-HRTimeline
Aspire Growth Partners LLC141,094$5.68M3.95%+3,29113F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC137,712$5.54M0.01%-1,221,27613F-HRTimelineGroup
PFG Advisors135,266$5.44M0.26%+10,34113F-HRTimeline
Transcendent Capital Group LLC131,789$5.3M2.4%-3,12213F-HRTimeline
Clear Creek Financial Management, LLC128,681$5.18M0.42%+8,22213F-HRTimeline
A&I FINANCIAL SERVICES, LLC128,400$5.17M2.45%+4,74113F-HRTimeline
ENDEAVOR PRIVATE WEALTH, INC.126,982$5.11M1.46%+8,79713F-HRTimeline
Western Wealth Management, LLC125,762$5.06M0.23%+13,04213F-HRTimeline
Cushing Capital Partners, LLC124,547$5.01M3.71%-16,52013F-HRTimeline
SMITH, MOORE & CO.123,704$4.98M0.38%-25,02613F-HRTimeline
Blueprint Investment Partners LLCgroup of 2 filers holding122,876$4.94M+42,026Timeline
Berger Financial Group, Inc120,492$4.85M0.28%+5,76713F-HRTimeline
Sanctuary Advisors, LLC115,759$4.66M0.03%+31,44313F-HRTimeline
Continuum Advisory, LLC114,608$4.61M0.46%+91313F-HRTimeline
Perennial Investment Advisors, LLC114,249$4.6M0.36%+18,81213F-HRTimeline
Advisory Services Network, LLC113,828$4.58M0.06%-15,43513F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC113,617$4.57M0.04%+14,04013F-HRTimelineGroup
Worthington Financial Partners, LLC109,608$4.41M3.9%13F-HRTimeline
Kingsview Wealth Management, LLC109,536$4.41M0.06%+28,51013F-HRTimeline
Dynamic Advisor Solutions LLC109,534$4.41M0.14%-72,71113F-HRTimeline
G&S Capital LLC104,611$4.21M1.49%+4,74413F-HRTimeline
FLOW TRADERS U.S. LLC100,548$4.04M0.13%new13F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC99,077$3.99M0.09%+17,81613F-HRTimeline
Prospera Financial Services Inc97,001$3.9M0.06%-22,42713F-HRTimeline
SITTNER & NELSON, LLC95,570$3.9M1.38%+16,10213F-HRTimeline
BARNES PETTEY FINANCIAL ADVISORS, LLC95,758$3.85M1.9%+55313F-HRTimeline
SEAMOUNT FINANCIAL GROUP INC95,368$3.84M1.74%+5,72813F-HRTimeline
Boyer Financial Services, Inc.93,504$3.77M4%13F-HRTimeline
Capital Management Associates, Inc93,670$3.77M0.83%+34,48513F-HRTimeline
Global Retirement Partners, LLC91,174$3.67M0.07%+31,18313F-HRTimeline
Affiance Financial, LLC89,568$3.6M0.58%-55,77813F-HRTimeline
Venture Visionary Partners LLC89,509$3.6M0.12%+50,31313F-HRTimeline
Koshinski Asset Management, Inc.87,003$3.5M0.23%+16,48113F-HRTimeline
World Investment Advisors86,952$3.5M0.06%-2,95213F-HR/ATimeline
Bleakley Financial Group, LLC86,503$3.48M0.06%+91013F-HRTimeline
M.E. ALLISON & CO., INC.80,385$3.23M2.2%+9,38513F-HRTimeline
Advyzon Investment Management, LLC79,117$3.18M0.37%+45,47813F-HRTimeline
J.W. COLE ADVISORS, INC.80,825$3.13M0.08%+14,36313F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding76,155$3.06M+13,298Timeline
Mariner, LLCin group Mariner, LLC74,836$3.01M<0.01%+11,34913F-HRTimelineGroup
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…74,495$3M0.06%+3,44313F-HRTimelineGroup
Signature Resources Capital Management,…73,779$2.97M1.5%+10,54213F-HRTimeline
LongView Wealth Management71,311$2.94M0.71%+10,97813F-HRTimeline
ADVISORTRUST PARTNERS, LLC72,324$2.91M1.28%13F-HRTimeline
Hopwood Nicholas Hunter72,236$2.91M0.95%13F-HRTimeline
TrueWealth Financial Partners71,567$2.88M2.38%new13F-HRTimeline
True Blue Financial, LLC71,567$2.88M2.38%13F-HRTimeline
GTS SECURITIES LLC70,838$2.85M0.1%-11,82013F-HRTimeline
VestGen Advisors, LLC68,334$2.75M0.12%-214,04813F-HRTimeline
Olistico Wealth, LLC68,288$2.75M1.34%+2113F-HRTimeline
Merited Wealth, LLC67,391$2.71M2.51%13F-HRTimeline
Farther Finance Advisors, LLC66,671$2.68M0.03%+61,86513F-HRTimeline
Steward Partners Investment Advisory, L…66,639$2.68M0.01%+16,47613F-HRTimeline
CHOREO, LLC65,977$2.67M0.03%+1,41213F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…65,444$2.63M<0.01%+11,38713F-HR/ATimelineGroup
INVESTMENT ADVISORY SERVICES INC /TX /A…65,201$2.62M0.82%+2,44013F-HRTimeline
Integrity Advisory Solutions, LLC63,132$2.54M0.37%+10,75613F-HRTimeline
Pines Wealth Management, LLC62,601$2.52M0.81%+67113F-HRTimeline
Meridian Wealth Management, LLC61,462$2.47M0.09%+3,81213F-HRTimeline
Keystone Financial Group61,361$2.47M0.18%+5,66613F-HRTimeline
Aptus Capital Advisors, LLC61,329$2.47M0.02%+15413F-HRTimeline
Latitude Advisors, LLC61,231$2.46M1.08%+5,85913F-HRTimeline
Lodestone Wealth Management LLC60,787$2.45M1%-1,32013F-HRTimeline
Trueblood Wealth Management, LLC60,130$2.42M0.94%+7,55713F-HRTimeline
ASHTON THOMAS SECURITIES, LLC59,207$2.38M0.45%013F-HRTimeline
NORDEN GROUP LLC52,510$2.11M0.21%-50013F-HRTimeline
Lantz Financial LLC49,686$2M0.42%+5,23913F-HRTimeline
Confluence Wealth Services, Inc.48,981$1.97M0.08%-16013F-HRTimeline
Atria Investments, Inc48,824$1.96M0.02%+41,44013F-HRTimeline
Capital Investment Management, Inc.48,596$1.96M0.68%13F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.47,500$1.91M<0.01%013F-HRTimelineGroup
RENAISSANCE TECHNOLOGIES LLC46,700$1.88M<0.01%-32,10013F-HRTimeline
Tempus Wealth Planning, LLC46,656$1.88M0.43%-1,54213F-HRTimeline
KMG FIDUCIARY PARTNERS, LLC46,457$1.87M0.13%+17113F-HRTimeline
RFG Advisory, LLC46,384$1.87M0.04%+39513F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV46,091$1.85M0.1%+1,01713F-HRTimeline
Armstrong, Fleming & Moore, Inc45,879$1.85M0.85%+3,77213F-HRTimeline
Gateway Wealth Partners, LLC45,709$1.84M0.2%+16,04113F-HRTimeline
Vantus Wealth LLC45,468$1.83M1.35%13F-HRTimeline
INTEGRITY ALLIANCE, LLC.44,887$1.81M0.07%new13F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding42,186$1.73MnewTimeline
KPP Advisory Services LLC42,990$1.73M0.25%+60713F-HRTimeline
Mayflower Financial Advisors, LLC42,886$1.73M0.21%-1,09613F-HRTimeline
WealthCare Investment Partners, LLC42,338$1.71M0.5%+25013F-HRTimeline
HBW ADVISORY SERVICES LLC40,589$1.63M0.18%-1,17513F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC40,461$1.63M0.05%+8,98913F-HR/ATimelineGroup
CWS Financial Advisors, LLC39,595$1.59M0.43%-1,28013F-HRTimeline
ORG Partners LLC38,309$1.54M0.27%+23,97013F-HRTimeline
OneDigital Investment Advisors LLC37,550$1.51M0.01%-98613F-HRTimeline
IFG Advisory, LLC36,906$1.48M0.06%+3,74213F-HRTimeline
LYNCH & ASSOCIATES/IN36,075$1.45M0.27%+1,79713F-HRTimeline
Lincoln Capital LLC36,065$1.45M0.26%+6,45813F-HRTimeline
Summit Financial, LLC35,767$1.44M0.02%+9,74313F-HRTimeline
Sigma Planning Corp35,727$1.44M0.04%+6,97213F-HRTimeline
Independent Wealth Network Inc.35,476$1.43M0.44%-80513F-HRTimeline
Richmond Investment Services, LLC35,435$1.43M0.25%+10,19413F-HRTimeline
COZAD ASSET MANAGEMENT INC35,198$1.42M0.11%-25513F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC35,028$1.41M<0.01%+3,77713F-HRTimelineGroup
O'SHAUGHNESSY ASSET MANAGEMENT, LLC34,205$1.38M0.01%-2613F-HRTimeline
TCFG WEALTH MANAGEMENT, LLCin group TCFG Investment Advisors, LLC33,867$1.36M0.53%+2,60113F-HRTimelineGroup
Security Financial Services, INC.33,828$1.36M0.21%+9,26513F-HRTimeline
VICUS CAPITAL32,863$1.32M0.1%+7,58813F-HRTimeline
180 WEALTH ADVISORS, LLC32,858$1.32M0.15%+1,11813F-HRTimeline
GWN SECURITIES INC.32,505$1.31M0.26%+8,04713F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …31,568$1.27M0.02%+6,51813F-HRTimelineGroup
RM Financial Services, LLC30,970$1.25M1.11%13F-HRTimeline
DAVENPORT & Co LLC30,218$1.22M0.01%+6,61413F-HRTimeline
LANDAAS & CO /WI /ADV29,625$1.19M0.26%+10,38713F-HRTimeline
Bill Few Associates, Inc.29,483$1.19M0.29%+3,35813F-HRTimeline