Skip to content
Disclosery

CGUS CAPITAL GROUP CORE EQUITY ET

Follow

SHS 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.

HolderSharesValue% of portfolioChangeSource
LPL Financial LLC28,053,759$1.08B0.29%+4,319,58213F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding14,159,784$544M+2,413,009Timeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC8,803,989$338M0.1%+1,495,73813F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP7,801,326$292M0.14%+1,652,18013F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN6,880,192$264M0.05%+1,601,96613F-HR/ATimelineGroup
MORGAN STANLEYin group MORGAN STANLEY6,553,093$252M0.02%-162,40613F-HRTimelineGroup
Cetera Investment Advisers6,314,257$243M0.26%+373,84013F-HRTimeline
Capital International Investorsin group Capital International Investo…6,049,852$232M0.05%+3,04713F-HRTimelineGroup
Capital Group Private Client Services, …in group CAPITAL GROUP INVESTMENT MANA…5,098,451$196M3.3%+398,35113F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…4,513,180$173M0.11%+188,40013F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC4,252,916$163M0.23%+319,71913F-HRTimeline
Cambridge Investment Research Advisors,…3,126,028$120M0.31%+363,41513F-HRTimeline
MML INVESTORS SERVICES, LLC2,960,209$114M0.32%-482,90213F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC2,753,949$106M1.05%+2,022,43113F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA2,510,189$96.4M0.02%+251,82513F-HRTimelineGroup
SEI INVESTMENTS COin group SEI INVESTMENTS CO2,346,850$90.2M0.08%+336,99213F-HRTimelineGroup
Merit Financial Group, LLC2,307,167$88.6M0.66%+113,78213F-HRTimeline
Private Advisor Group, LLC2,116,973$81.3M0.38%+115,82013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.2,104,783$80.9M0.12%-50,50313F-HRTimelineGroup
UBS Group AGgroup of 2 filers holding1,817,804$69.8M+242,568Timeline
CAPTRUST FINANCIAL ADVISORS1,790,838$68.8M0.12%+21,98513F-HRTimeline
Valmark Advisers, Inc.1,333,129$51.2M0.61%+668,13713F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC1,323,220$50.8M0.1%+153,08013F-HRTimelineGroup
&PARTNERS1,279,570$49.2M0.24%+101,00313F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.1,281,194$49.2M0.08%+80,58713F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP1,235,564$47.5M0.04%+166,79813F-HRTimelineGroup
NewEdge Advisors, LLC1,135,407$43.6M0.16%+106,24913F-HR/ATimeline
Kestra Advisory Services, LLCgroup of 2 filers holding1,112,540$42.7M+159,573Timeline
Midwest Heritage Bank, FSB1,053,091$40.5M12.98%+77,38313F-HRTimeline
HUB Investment Partners, LLC1,029,237$39.5M0.97%-110,95113F-HRTimeline
Janney Montgomery Scott LLC1,012,598$38.9M0.1%+252,27513F-HRTimeline
Souders Financial Advisors996,057$38.3M4.37%+29,51813F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/977,976$37.6M<0.01%+146,73813F-HRTimelineGroup
SILVER OAK SECURITIES, INCORPORATED939,142$36.1M2.64%+81,05713F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.663,333$26.6M0.17%+468,15013F-HRTimelineGroup
BIP Wealth, LLC690,410$26.5M1.08%+30,63513F-HRTimeline
Vestmark Advisory Solutions, Inc.623,810$24M0.27%+113,59113F-HRTimeline
HighPoint Advisor Group LLC598,699$23M0.96%+16,17413F-HRTimeline
CWM, LLCin group CWM, LLC588,581$22.6M0.06%-13,62513F-HRTimelineGroup
D.A. DAVIDSON & CO.559,108$21.5M0.13%+89,83113F-HRTimeline
AA Financial Advisors, LLC536,231$20.6M2.9%+111,85113F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…523,034$20.3M0.04%-177,16613F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…495,894$19.1M0.58%+30,53013F-HR/ATimelineGroup
Summit Investment Advisory Services, LLC482,381$18.5M6.88%-252,29513F-HRTimeline
Beacon Pointe Advisors, LLC479,677$18.4M0.1%+23,03313F-HRTimeline
TUDOR INVESTMENT CORP ET AL477,304$18.3M0.1%+471,14813F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding469,506$18M-40,790Timeline
Orion Porfolio Solutions, LLC465,073$17.9M0.15%+22,88413F-HRTimeline
HARBOUR INVESTMENTS, INC.458,910$17.6M0.27%-46,32913F-HRTimeline
Forge Financial Services LLC435,527$16.7M1.69%-3,80713F-HRTimeline
Ergawealth Advisors, Inc.422,910$16.2M7.18%+28,18613F-HRTimeline
IFP Advisors, Inc422,818$16.2M0.34%+12,03713F-HRTimeline
Independent Advisor Alliance416,283$16M0.17%new13F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO411,277$15.4M<0.01%+99,77913F-HR/ATimelineGroup
STEPHENS INC /AR/in group Stephens Investment Managemen…394,659$15.2M0.19%+121,00413F-HRTimelineGroup
Burford Brothers, Inc.365,474$14M5.76%+11,05613F-HRTimeline
Bridgewealth Advisory Group, LLC356,156$13.7M2.84%+26,24013F-HRTimeline
Entruity Wealth, LLC346,342$13.3M9.03%+15,42813F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC335,328$12.9M0.19%+43,70113F-HRTimelineGroup
J. Derek Lewis & Associates Inc.333,002$12.8M2.88%+60,82313F-HR/ATimeline
Strategic Blueprint, LLC331,958$12.8M0.74%+16,91813F-HRTimeline
Mutual Advisors, LLC316,940$12.2M0.26%+94,41913F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP312,421$12M0.02%+47,35613F-HRTimelineGroup
Vigil Wealth Management, LLC305,373$11.7M9.48%+15,59613F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers299,069$11.5M0.02%+67,63413F-HRTimelineGroup
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC295,487$11.4M0.18%+69,00513F-HRTimelineGroup
Michael Brady & Co., LLC294,009$11.3M11.35%+2,98513F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC287,149$11M0.52%+4,06813F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC280,091$10.8M0.2%+68,10513F-HRTimeline
Challenger Wealth Management264,588$10.2M8.12%-1,88013F-HRTimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.255,383$9.81M0.55%+4,33213F-HRTimelineGroup
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC247,693$9.52M0.38%-7,55213F-HRTimelineGroup
Guided Capital Wealth Management, LLC243,334$9.35M6.17%-64613F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC215,805$8.75M0.49%+36,70213F-HR/ATimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…224,826$8.64M0.21%-27,03513F-HRTimelineGroup
Smartleaf Asset Management LLC230,295$8.6M0.31%+19,66713F-HRTimeline
Sunbelt Securities, Inc.217,991$8.38M0.53%-3,11413F-HRTimeline
Gateway Wealth Partners, LLC211,699$8.13M0.32%+165,99013F-HRTimeline
BETO FINANCIAL GROUP, LLC179,160$7.71M4.51%+153,64613F-HRTimeline
Cannon Wealth Management Services, LLC194,228$7.46M5.05%+5,06213F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…194,150$7.46M0.24%+2,25513F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.191,778$7.37M0.08%+49,63013F-HRTimelineGroup
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…190,590$7.32M0.13%-28,33013F-HRTimelineGroup
HighTower Advisors, LLC190,510$7.32M0.01%-3,14913F-HRTimeline
Sovran Advisors, LLC168,809$7.18M0.56%+18,28813F-HRTimeline
Integrated Wealth Concepts LLC178,623$6.86M0.05%+17,23413F-HRTimeline
Compton Financial Group, LLC177,465$6.82M1.51%+170,52413F-HRTimeline
BLAIR WILLIAM & CO/IL169,303$6.5M0.02%+2,86613F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC168,276$6.46M0.39%+20,64413F-HRTimeline
Geneos Wealth Management Inc.162,379$6.24M0.14%+15,75613F-HRTimeline
Aspire Growth Partners LLC161,600$6.21M4.26%+20,50613F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV160,247$6.16M0.37%+6,10313F-HRTimeline
Clear Creek Financial Management, LLC157,577$6.05M0.46%+28,89613F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …155,069$5.96M0.12%-3,37113F-HRTimelineGroup
Western Wealth Management, LLC154,893$5.95M0.23%+29,13113F-HR/ATimeline
CENTAURUS FINANCIAL, INC.150,545$5.78M0.27%+5,05213F-HRTimeline
A&I FINANCIAL SERVICES, LLC144,007$5.53M2.62%+15,60713F-HRTimeline
PFG Advisors139,383$5.36M0.26%+4,11713F-HRTimeline
Sanctuary Advisors, LLC139,125$5.35M0.03%+23,36613F-HRTimeline
BNB Wealth Management, LLC136,077$5.23M3.36%-5,49013F-HRTimeline
Transcendent Capital Group LLC131,604$5.06M2.3%-18513F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…130,684$5.02M0.05%-66,20113F-HRTimelineGroup
Kingsview Wealth Management, LLC129,715$4.98M0.07%+20,17913F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC128,511$4.94M0.04%+14,89413F-HRTimelineGroup
Cushing Capital Partners, LLC124,114$4.78M3.67%-43313F-HRTimeline
SMITH, MOORE & CO.121,349$4.66M0.34%-2,35513F-HRTimeline
KINTRA WEALTH, LLC120,911$4.65M0.33%+91,79913F-HRTimeline
Berger Financial Group, Inc120,762$4.64M0.26%+27013F-HRTimeline
Perennial Investment Advisors, LLC118,175$4.54M0.36%+3,92613F-HRTimeline
Advisory Services Network, LLC117,269$4.51M0.06%+3,44113F-HRTimeline
Dynamic Advisor Solutions LLC111,267$4.27M0.13%+1,73313F-HRTimeline
Prospera Financial Services Inc109,791$4.22M0.07%+12,79013F-HRTimeline
Continuum Advisory, LLC109,401$4.2M0.4%-5,20713F-HRTimeline
G&S Capital LLC108,972$4.19M1.47%+4,36113F-HRTimeline
Worthington Financial Partners, LLC108,267$4.16M3.57%-1,34113F-HRTimeline
Mariner, LLCin group Mariner, LLC108,139$4.15M<0.01%+33,30313F-HRTimelineGroup
SEAMOUNT FINANCIAL GROUP INC107,304$4.12M1.86%+11,93613F-HRTimeline
SITTNER & NELSON, LLC99,800$3.83M1.4%+4,23013F-HRTimeline
Boyer Financial Services, Inc.99,424$3.82M4.05%+5,92013F-HRTimeline
World Investment Advisors99,085$3.81M0.06%+12,13313F-HRTimeline
Bleakley Financial Group, LLC98,543$3.79M0.06%+12,04013F-HRTimeline
Koshinski Asset Management, Inc.97,067$3.73M0.23%+10,06413F-HRTimeline
BARNES PETTEY FINANCIAL ADVISORS, LLC96,768$3.72M1.62%+1,01013F-HRTimeline
Venture Visionary Partners LLC95,723$3.68M0.12%+6,21413F-HRTimeline
Advyzon Investment Management, LLC93,974$3.61M0.32%+14,85713F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC93,798$3.6M0.08%-5,27913F-HR/ATimeline
Capital Management Associates, Inc93,670$3.6M0.81%013F-HRTimeline
ENDEAVOR PRIVATE WEALTH, INC.88,755$3.42M0.98%-38,22713F-HRTimeline
J.W. COLE ADVISORS, INC.86,570$3.33M0.11%+5,74513F-HRTimeline
True Blue Financial, LLC85,802$3.3M2.6%+14,23513F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC84,842$3.26M<0.01%-52,87013F-HRTimelineGroup
Signature Resources Capital Management,…84,179$3.23M1.53%+10,40013F-HRTimeline
Steward Partners Investment Advisory, L…81,522$3.13M0.02%+14,88313F-HRTimeline
M.E. ALLISON & CO., INC.81,070$3.11M2.06%+68513F-HRTimeline
WJ Wealth Management, LLC80,860$3.11M1.45%new13F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding80,285$3.08M+4,130Timeline
TCFG Investment Advisors, LLCgroup of 2 filers holding78,966$3.03M+45,099Timeline
Keystone Financial Group78,045$3M0.21%+16,68413F-HRTimeline
Hopwood Nicholas Hunter77,383$2.97M0.95%+5,14713F-HRTimeline
Farther Finance Advisors, LLC76,229$2.95M0.03%+9,55813F-HRTimeline
LongView Wealth Management69,496$2.88M0.72%-1,81513F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…74,637$2.87M0.06%+14213F-HRTimelineGroup
Atria Investments, Inc73,952$2.84M0.03%+25,12813F-HRTimeline
Integrity Advisory Solutions, LLC70,120$2.69M0.36%+6,98813F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…69,832$2.68M<0.01%new13F-HRTimelineGroup
Diversify Advisory Services, LLCgroup of 2 filers holding63,387$2.68M+21,201Timeline
ADVISORTRUST PARTNERS, LLC69,514$2.67M1.11%-2,81013F-HRTimeline
INVESTMENT ADVISORY SERVICES INC /TX /A…69,360$2.66M0.85%+4,15913F-HRTimeline
Latitude Advisors, LLC69,295$2.66M1.22%+8,06413F-HRTimeline
Olistico Wealth, LLC68,288$2.62M1.29%013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…66,281$2.55M<0.01%+83713F-HRTimelineGroup
CHOREO, LLC65,716$2.53M0.03%-26113F-HRTimeline
Merited Wealth, LLC64,624$2.48M2.06%-2,76713F-HRTimeline
Trueblood Wealth Management, LLC64,500$2.48M0.97%+4,37013F-HRTimeline
Blueprint Investment Partners LLCgroup of 2 filers holding64,265$2.47M+3,602Timeline
Lodestone Wealth Management LLC63,813$2.45M0.97%+3,02613F-HR/ATimeline
Aptus Capital Advisors, LLC60,976$2.34M0.02%-35313F-HRTimeline
Meridian Wealth Management, LLC60,925$2.34M0.08%-53713F-HRTimeline
ASHTON THOMAS SECURITIES, LLC60,507$2.32M0.29%+1,30013F-HRTimeline
NORDEN GROUP LLC56,890$2.19M0.21%+4,38013F-HRTimeline
Affiance Financial, LLC56,803$2.18M0.35%-32,76513F-HRTimeline
COZAD ASSET MANAGEMENT INC56,409$2.17M0.17%+21,21113F-HRTimeline
Pines Wealth Management, LLC56,316$2.16M0.7%-6,28513F-HRTimeline
Capital Investment Management, Inc.56,136$2.16M0.74%+7,54013F-HRTimeline
Lantz Financial LLC54,685$2.1M0.43%+4,99913F-HRTimeline
LYNCH & ASSOCIATES/IN52,838$2.03M0.38%+16,76313F-HRTimeline
Confluence Wealth Services, Inc.51,748$1.99M0.08%+2,76713F-HRTimeline
Steelhead Wealth Management LLC50,687$1.95M0.99%13F-HRTimeline
Armstrong, Fleming & Moore, Inc49,688$1.91M0.81%+3,80913F-HRTimeline
RFG Advisory, LLC49,114$1.89M0.03%+2,73013F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV48,153$1.85M0.1%+2,06213F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.47,500$1.82M<0.01%013F-HRTimelineGroup
OneDigital Investment Advisors LLC47,322$1.82M0.02%+9,77213F-HRTimeline
Mayflower Financial Advisors, LLC47,114$1.81M0.22%+4,22813F-HRTimeline
Tempus Wealth Planning, LLC47,064$1.81M0.42%+40813F-HRTimeline
KMG FIDUCIARY PARTNERS, LLC46,828$1.8M0.13%+37113F-HRTimeline
KPP Advisory Services LLC45,175$1.74M0.25%+2,18513F-HRTimeline
Summit Financial, LLC44,847$1.73M0.02%+9,08013F-HRTimeline
WealthCare Investment Partners, LLC42,338$1.65M0.46%013F-HRTimeline
Security Financial Services, INC.40,952$1.57M0.25%+7,12413F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…40,657$1.57M0.13%+20,37713F-HRTimelineGroup
Capital Analysts, LLCin group Capital Analysts, LLC40,061$1.54M0.04%-40013F-HRTimelineGroup
CWS Financial Advisors, LLC39,992$1.54M0.39%+39713F-HRTimeline
HBW ADVISORY SERVICES LLC39,770$1.53M0.16%-81913F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP39,500$1.52M<0.01%new13F-HRTimelineGroup
Richmond Investment Services, LLC39,427$1.51M0.24%+3,99213F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC39,258$1.51M<0.01%+4,23013F-HRTimelineGroup
VestGen Advisors, LLC34,747$1.5M0.04%-33,58713F-HRTimeline
Sigma Planning Corp38,507$1.48M0.04%+2,78013F-HRTimeline
GWN SECURITIES INC.37,939$1.46M0.28%+5,43413F-HRTimeline
VICUS CAPITAL37,355$1.44M0.11%+4,49213F-HRTimeline
Independent Wealth Network Inc.37,273$1.43M0.43%+1,79713F-HRTimeline
Capital Investment Advisory Services, L…36,889$1.42M0.1%+8,50213F-HRTimeline
Investment Planning Advisors, Inc.36,626$1.41M0.39%-318,40113F-HRTimeline
DAVENPORT & Co LLC35,350$1.36M0.01%+5,13213F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC35,255$1.35M0.01%+1,05013F-HRTimeline
Lincoln Capital LLC34,996$1.34M0.25%-1,06913F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …34,373$1.32M0.02%+2,80513F-HRTimelineGroup
LANDAAS & CO /WI /ADV34,054$1.31M0.29%+4,42913F-HRTimeline
Bill Few Associates, Inc.33,695$1.29M0.31%+4,21213F-HRTimeline