CGUS CAPITAL GROUP CORE EQUITY ET

SHS CREAT UNIT (fund)

Filings received so far for Q3 2026: 21 13F filers report a position in CGUS shares at 2026-09-30. The quarter is not complete: its 13F deadline is 2026-11-14, and the counts grow as filings arrive.

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 2026

Filers in the available 13F reports with a share position at 2026-09-30, 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.

Holder	Shares	Value	% of portfolio	Change	Source
Farther Finance Advisors, LLC	299,015	$13.3M	0.09%	+187,032	13F-HR Timeline
Venture Visionary Partners LLC	143,091	$6.37M	0.17%	+14,378	13F-HR Timeline
M.E. ALLISON & CO., INC.	86,253	$3.84M	2.15%	+2,442	13F-HR Timeline
Wealth Group Ltd	83,154	$3.74M	0.69%	+71,811	13F-HR Timeline
Olistico Wealth, LLC	68,306	$3.04M	1.27%	+8	13F-HR Timeline
Lincoln Capital LLC	48,590	$2.16M	0.38%	+5,830	13F-HR Timeline
Bill Few Associates, Inc.	42,936	$1.91M	0.4%	+4,301	13F-HR Timeline
PRIVATE CLIENT SERVICES, LLC	38,604	$1.72M	0.46%	+5,310	13F-HR Timeline
TITLEIST ASSET MANAGEMENT, LLC	23,030	$1.02M	0.07%	+718	13F-HR Timeline
Wealth Science Advisors LLC	23,018	$1.02M	0.43%	0	13F-HR Timeline
AVAII WEALTH MANAGEMENT, LLC	7,589	$341K	0.1%	0	13F-HR Timeline
Towneley Capital Management, Inc / DE	7,000	$312K	0.06%	0	13F-HR Timeline
First Heartland Consultants, Inc.	6,809	$303K	0.02%	-599	13F-HR Timeline
ECLECTIC ASSOCIATES INC /ADV	6,788	$302K	0.03%	-217	13F-HR Timeline
CapWealth Advisors, LLC	5,674	$252K	0.02%	-375	13F-HR Timeline
Gradient Investments LLCin group Gradient Investments LLC	4,764	$212K	<0.01%	new	13F-HR Timeline Group
CoreCap Advisors, LLC	1,606	$71.5K	<0.01%	+76	13F-HR Timeline
Trust Co	840	$37.4K	<0.01%	-10	13F-HR Timeline
CX Institutional	333	$15K	<0.01%	-46	13F-HR Timeline
Central Pacific Bank - Trust Division	152	$6.76K	<0.01%	0	13F-HR Timeline
MassMutual Private Wealth & Trust, FSB	38	$1.69K	<0.01%	-345	13F-HR Timeline