HoldingsChannel.com
Funds Holding CGUS

On this page, we present all of the funds holding CGUS from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding CGUS, with a link to that fund's top holdings. The next columns indicate the amount of CGUS stock held by each of the funds holding CGUS, followed by the CGUS position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 184 funds holding CGUS within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Envestnet Asset Management Inc.. For more details on the positions held by Envestnet Asset Management Inc. (or by any of the other funds holding CGUS), click the fund name in the "Holder" column of the funds-holding-CGUS table below.

HolderAmountPosition Size
($ in 1000's)		 As of
Envestnet Asset Management Inc.4,196,573$118,763 12/31/2023
     CGUS4,196,573$118,763 12/31/2023
Capital Group Private Client Services Inc.3,213,646$90,946 12/31/2023
     CGUS3,213,646$90,946 12/31/2023
LPL Financial LLC2,927,205$82,840 12/31/2023
     CGUS2,927,205$82,840 12/31/2023
Advisor Group Holdings Inc.1,859,420$52,584 12/31/2023
     CGUS1,859,420$52,584 12/31/2023
Northwestern Mutual Wealth Management Co.1,790,428$50,669 12/31/2023
     CGUS1,790,428$50,669 12/31/2023
Raymond James & Associates1,540,432$48,000 03/31/2024
     CGUS1,540,432$48,000 03/31/2024
Raymond James Financial Services Advisors Inc.1,505,561$46,913 03/31/2024
     CGUS1,505,561$46,913 03/31/2024
Commonwealth Equity Services LLC1,624,667$45,978 12/31/2023
     CGUS1,624,667$45,978 12/31/2023
Cambridge Investment Research Advisors Inc.1,421,771$44,302 03/31/2024
     CGUS1,421,771$44,302 03/31/2024
MML Investors Services LLC1,273,050$36,027 12/31/2023
     CGUS1,273,050$36,027 12/31/2023
Wells Fargo & Company MN1,202,790$34,039 12/31/2023
     CGUS1,202,790$34,039 12/31/2023
Baird Financial Group Inc.894,046$25,302 12/31/2023
     CGUS894,046$25,302 12/31/2023
Cetera Advisors LLC872,320$24,687 12/31/2023
     CGUS872,320$24,687 12/31/2023
CWM LLC763,794$23,800 03/31/2024
     CGUS763,794$23,800 03/31/2024
Midwest Heritage Bank FSB721,613$22,485 03/31/2024
     CGUS721,613$22,485 03/31/2024
Cetera Investment Advisers735,669$20,819 12/31/2023
     CGUS735,669$20,819 12/31/2023
Assetmark Inc.730,023$20,660 12/31/2023
     CGUS730,023$20,660 12/31/2023
Souders Financial Advisors719,623$20,365 12/31/2023
     CGUS719,623$20,365 12/31/2023
Royal Bank of Canada685,697$19,406 12/31/2023
     CGUS685,697$19,406 12/31/2023
Wealth Enhancement Advisory Services LLC588,264$18,330 03/31/2024
     CGUS588,264$18,330 03/31/2024
Summit Investment Advisory Services LLC571,128$17,796 03/31/2024
     CGUS571,128$17,796 03/31/2024
Stifel Financial Corp423,813$11,994 12/31/2023
     CGUS423,813$11,994 12/31/2023
Strategic Blueprint LLC351,533$10,954 03/31/2024
     CGUS351,533$10,954 03/31/2024
UBS Group AG378,769$10,719 12/31/2023
     CGUS378,769$10,719 12/31/2023
Vantage Financial Partners Ltd. Inc.346,377$9,802 12/31/2023
     CGUS346,377$9,802 12/31/2023
Kestra Advisory Services LLC333,956$9,451 12/31/2023
     CGUS333,956$9,451 12/31/2023
Harbour Investments Inc.306,731$8,680 12/31/2023
     CGUS306,731$8,680 12/31/2023
Cetera Advisor Networks LLC298,965$8,461 12/31/2023
     CGUS298,965$8,461 12/31/2023
Private Advisor Group LLC291,959$8,262 12/31/2023
     CGUS291,959$8,262 12/31/2023
D.A. Davidson & CO.291,485$8,249 12/31/2023
     CGUS291,485$8,249 12/31/2023
Orion Portfolio Solutions LLC279,438$7,875 12/31/2023
     CGUS279,438$7,875 12/31/2023
Envestnet Portfolio Solutions Inc.275,535$7,798 12/31/2023
     CGUS275,535$7,798 12/31/2023
Jane Street Group LLC274,910$7,780 12/31/2023
     CGUS274,910$7,780 12/31/2023
Wiley BROS. Aintree Capital LLC244,578$7,592 03/31/2024
     CGUS244,578$7,592 03/31/2024
Sunbelt Securities Inc.242,525$7,557 03/31/2024
     CGUS242,525$7,557 03/31/2024
Lincoln National Corp257,700$7,293 12/31/2023
     CGUS257,700$7,293 12/31/2023
Janney Montgomery Scott LLC252,614$7,149 12/31/2023
     CGUS252,614$7,149 12/31/2023
GWM Advisors LLC245,327$6,960 12/31/2023
     CGUS245,327$6,960 12/31/2023
Advisory Services Network LLC243,792$6,899 12/31/2023
     CGUS243,792$6,899 12/31/2023
Wealthcare Advisory Partners LLC221,288$6,895 03/31/2024
     CGUS221,288$6,895 03/31/2024
Cary Street Partners Investment Advisory LLC243,272$6,885 12/31/2023
     CGUS243,272$6,885 12/31/2023
Vestmark Advisory Solutions Inc.241,533$6,835 12/31/2023
     CGUS241,533$6,835 12/31/2023
FinDec Wealth Services Inc.238,710$6,756 12/31/2023
     CGUS238,710$6,756 12/31/2023
Benjamin F. Edwards & Company Inc.235,761$6,672 12/31/2023
     CGUS235,761$6,672 12/31/2023
Atria Wealth Solutions Inc.215,350$6,106 12/31/2023
     CGUS215,350$6,106 12/31/2023
Aptus Capital Advisors LLC213,080$6,030 12/31/2023
     CGUS213,080$6,030 12/31/2023
Renaissance Technologies LLC185,600$5,252 12/31/2023
     CGUS185,600$5,252 12/31/2023
Bridgewealth Advisory Group LLC156,243$4,869 03/31/2024
     CGUS156,243$4,869 03/31/2024
ST Germain D J Co. Inc.155,599$4,848 03/31/2024
     CGUS155,599$4,848 03/31/2024
Gerber Kawasaki Wealth & Investment Management165,102$4,672 12/31/2023
     CGUS165,102$4,672 12/31/2023
Valmark Advisers Inc.153,193$4,335 12/31/2023
     CGUS153,193$4,335 12/31/2023
Burford Brothers Inc.152,619$4,319 12/31/2023
     CGUS152,619$4,319 12/31/2023
Smith Moore & CO.150,976$4,273 12/31/2023
     CGUS150,976$4,273 12/31/2023
Ambassador Advisors LLC143,621$4,199 12/31/2023
     CGUS143,621$4,199 12/31/2023
Essex Financial Services Inc.123,077$3,835 03/31/2024
     CGUS123,077$3,835 03/31/2024
Creative Financial Designs Inc. ADV114,326$3,235 12/31/2023
     CGUS114,326$3,235 12/31/2023
Merit Financial Group LLC108,872$3,081 12/31/2023
     CGUS108,872$3,081 12/31/2023
Barnes Pettey Financial Advisors LLC105,130$2,975 12/31/2023
     CGUS105,130$2,975 12/31/2023
NBC Securities Inc.95,245$2,967 03/31/2024
     CGUS95,245$2,967 03/31/2024
Jones Financial Companies Lllp104,659$2,962 12/31/2023
     CGUS104,659$2,962 12/31/2023
Truist Financial Corp98,418$2,785 12/31/2023
     CGUS98,418$2,785 12/31/2023
G&S Capital LLC87,942$2,740 03/31/2024
     CGUS87,942$2,740 03/31/2024
Blair William & Co. IL93,659$2,651 12/31/2023
     CGUS93,659$2,651 12/31/2023
Founders Financial Securities LLC81,356$2,535 03/31/2024
     CGUS81,356$2,535 03/31/2024
AA Financial Advisors LLC84,905$2,403 12/31/2023
     CGUS84,905$2,403 12/31/2023
Principal Securities Inc.84,752$2,398 12/31/2023
     CGUS84,752$2,398 12/31/2023
Simplicity Wealth LLC76,212$2,375 03/31/2024
     CGUS76,212$2,375 03/31/2024
Continuum Advisory LLC81,501$2,307 12/31/2023
     CGUS81,501$2,307 12/31/2023
Sawtooth Solutions LLC75,600$2,139 12/31/2023
     CGUS75,600$2,139 12/31/2023
Bleakley Financial Group LLC75,600$2,139 12/31/2023
     CGUS75,600$2,139 12/31/2023
Olistico Wealth LLC68,200$2,125 03/31/2024
     CGUS68,200$2,125 03/31/2024
RSM US Wealth Management LLC74,219$2,100 12/31/2023
     CGUS74,219$2,100 12/31/2023
Wintrust Investments LLC63,039$1,784 12/31/2023
     CGUS63,039$1,784 12/31/2023
Prosperity Financial Group Inc.62,849$1,779 12/31/2023
     CGUS62,849$1,779 12/31/2023
Cedar Brook Financial Partners LLC56,751$1,768 03/31/2024
     CGUS56,751$1,768 03/31/2024
Park Avenue Securities LLC53,874$1,679 03/31/2024
     CGUS53,874$1,679 03/31/2024
Captrust Financial Advisors59,160$1,674 12/31/2023
     CGUS59,160$1,674 12/31/2023
Procyon Private Wealth Partners LLC52,712$1,642 03/31/2024
     CGUS52,712$1,642 03/31/2024
Clear Creek Financial Management LLC49,459$1,541 03/31/2024
     CGUS49,459$1,541 03/31/2024
AFS Financial Group LLC45,961$1,301 12/31/2023
     CGUS45,961$1,301 12/31/2023
Sigma Planning Corp44,393$1,256 12/31/2023
     CGUS44,393$1,256 12/31/2023
Proequities Inc. $1,190 12/31/2023
     CGUS42,065$1,190 12/31/2023
     CORE EQUITY ET PUT0$0 12/31/2023
     CORE EQUITY ET CALL0$0 12/31/2023
WealthCare Investment Partners LLC35,711$1,113 03/31/2024
     CGUS35,711$1,113 03/31/2024
Lodestone Wealth Management LLC38,678$1,095 12/31/2023
     CGUS38,678$1,095 12/31/2023
Prospera Financial Services Inc36,270$1,026 12/31/2023
     CGUS36,270$1,026 12/31/2023
Resources Investment Advisors LLC.35,053$992 12/31/2023
     CGUS35,053$992 12/31/2023
Lantz Financial LLC31,097$969 03/31/2024
     CGUS31,097$969 03/31/2024
180 Wealth Advisors LLC30,692$956 03/31/2024
     CGUS30,692$956 03/31/2024
J Arnold Wealth Management Co32,660$924 12/31/2023
     CGUS32,660$924 12/31/2023
Great Valley Advisor Group Inc.32,474$919 12/31/2023
     CGUS32,474$919 12/31/2023
Armstrong Fleming & Moore Inc29,284$912 03/31/2024
     CGUS29,284$912 03/31/2024
Woodmont Investment Counsel LLC28,616$892 03/31/2024
     CGUS28,616$892 03/31/2024
TCG Advisory Services LLC30,374$860 12/31/2023
     CGUS30,374$860 12/31/2023
Avantax Advisory Services Inc.28,423$804 12/31/2023
     CGUS28,423$804 12/31/2023
Investment Advisory Services Inc. TX ADV25,760$803 03/31/2024
     CGUS25,760$803 03/31/2024
Allworth Financial LP25,394$791 03/31/2024
     CGUS25,394$791 03/31/2024
Nations Financial Group Inc. IA ADV24,372$759 03/31/2024
     CGUS24,372$759 03/31/2024
First Heartland Consultants Inc.25,790$730 12/31/2023
     CGUS25,790$730 12/31/2023
Global Retirement Partners LLC23,084$719 03/31/2024
     CGUS23,084$719 03/31/2024
Seamount Financial Group Inc.22,889$713 03/31/2024
     CGUS22,889$713 03/31/2024
Baker Tilly Financial LLC24,690$699 12/31/2023
     CGUS24,690$699 12/31/2023
Swisher Financial Concepts Inc.22,224$686 03/31/2024
     CGUS22,224$686 03/31/2024
Latitude Advisors LLC21,957$684 03/31/2024
     CGUS21,957$684 03/31/2024
HighTower Advisors LLC23,493$663 12/31/2023
     CGUS23,493$663 12/31/2023
TKG Advisors LLC23,100$654 12/31/2023
     CGUS23,100$654 12/31/2023
CWS Financial Advisors LLC22,972$650 12/31/2023
     CGUS22,972$650 12/31/2023
Natixis Advisors L.P.20,363$635 03/31/2024
     CGUS20,363$635 03/31/2024
Capital International Investors22,241$629 12/31/2023
     CGUS22,241$629 12/31/2023
EverSource Wealth Advisors LLC22,157$627 12/31/2023
     CGUS22,157$627 12/31/2023
Belpointe Asset Management LLC21,127$598 12/31/2023
     CGUS21,127$598 12/31/2023
Sittner & Nelson LLC21,111$597 12/31/2023
     CGUS21,111$597 12/31/2023
LongView Wealth Management18,992$592 03/31/2024
     CGUS18,992$592 03/31/2024
Raymond James Trust N.A.18,803$586 03/31/2024
     CGUS18,803$586 03/31/2024
Oppenheimer & Co. Inc.20,275$574 12/31/2023
     CGUS20,275$574 12/31/2023
Creative Planning20,291$574 12/31/2023
     CGUS20,291$574 12/31/2023
Tempus Wealth Planning LLC17,791$554 03/31/2024
     CGUS17,791$554 03/31/2024
Bill Few Associates Inc.17,442$543 03/31/2024
     CGUS17,442$543 03/31/2024
Hunter Associates Investment Management LLC17,925$508 12/31/2023
     CGUS17,925$508 12/31/2023
Everpar Advisors LLC16,256$507 03/31/2024
     CGUS16,256$507 03/31/2024
Ascent Group LLC16,946$503 12/31/2023
     CGUS16,946$503 12/31/2023
Wedbush Securities Inc.16,797$475 12/31/2023
     CGUS16,797$475 12/31/2023
Beacon Financial Advisory LLC15,674$444 12/31/2023
     CGUS15,674$444 12/31/2023
HBW Advisory Services LLC14,110$440 03/31/2024
     CGUS14,110$440 03/31/2024
Silverlake Wealth Management LLC14,029$437 03/31/2024
     CGUS14,029$437 03/31/2024
Patriot Financial Group Insurance Agency LLC15,219$431 12/31/2023
     CGUS15,219$431 12/31/2023
Cravens & Co Advisors LLC13,701$427 03/31/2024
     CGUS13,701$427 03/31/2024
Citadel Advisors LLC14,393$407 12/31/2023
     CGUS14,393$407 12/31/2023
Holistic Planning LLC14,324$405 12/31/2023
     CGUS14,324$405 12/31/2023
Ameritas Advisory Services LLC13,912$399 12/31/2023
     CGUS13,912$399 12/31/2023
Lynch & Associates IN12,591$392 03/31/2024
     CGUS12,591$392 03/31/2024
Cerity Partners LLC13,850$392 12/31/2023
     CGUS13,850$392 12/31/2023
Mutual Advisors LLC13,669$387 12/31/2023
     CGUS13,669$387 12/31/2023
Prime Capital Investment Advisors LLC13,128$372 12/31/2023
     CGUS13,128$372 12/31/2023
Moloney Securities Asset Management LLC12,792$362 12/31/2023
     CGUS12,792$362 12/31/2023
AE Wealth Management LLC12,240$354 12/31/2023
     CGUS12,240$354 12/31/2023
HFG Advisors Inc.11,225$350 03/31/2024
     CGUS11,225$350 03/31/2024
Octavia Wealth Advisors LLC10,855$339 03/31/2024
     CGUS10,855$339 03/31/2024
tru Independence LLC10,830$337 03/31/2024
     CGUS10,830$337 03/31/2024
Cornerstone Wealth Management LLC10,506$327 03/31/2024
     CGUS10,506$327 03/31/2024
Signature Resources Capital Management LLC10,475$326 03/31/2024
     CGUS10,475$326 03/31/2024
CapWealth Advisors LLC11,529$326 12/31/2023
     CGUS11,529$326 12/31/2023
High Falls Advisors Inc11,049$313 12/31/2023
     CGUS11,049$313 12/31/2023
Golden State Equity Partners10,902$309 12/31/2023
     CGUS10,902$309 12/31/2023
Total Clarity Wealth Management Inc.9,817$306 03/31/2024
     CGUS9,817$306 03/31/2024
Integrated Wealth Concepts LLC10,800$306 12/31/2023
     CGUS10,800$306 12/31/2023
Wealthsource Partners LLC10,717$303 12/31/2023
     CGUS10,717$303 12/31/2023
Confluence Wealth Services Inc.9,526$297 03/31/2024
     CGUS9,526$297 03/31/2024
ICA Group Wealth Management LLC10,129$287 12/31/2023
     CGUS10,129$287 12/31/2023
Capital Analysts LLC9,776$277 12/31/2023
     CGUS9,776$277 12/31/2023
Axxcess Wealth Management LLC9,664$273 12/31/2023
     CGUS9,664$273 12/31/2023
National Wealth Management Group LLC9,584$271 12/31/2023
     CGUS9,584$271 12/31/2023
Investmark Advisory Group LLC9,285$263 12/31/2023
     CGUS9,285$263 12/31/2023
Detalus Advisors LLC8,416$262 03/31/2024
     CGUS8,416$262 03/31/2024
Western Wealth Management LLC8,870$251 12/31/2023
     CGUS8,870$251 12/31/2023
Hoylecohen LLC8,599$243 12/31/2023
     CGUS8,599$243 12/31/2023
Arkadios Wealth Advisors8,542$242 12/31/2023
     CGUS8,542$242 12/31/2023
Householder Group Estate & Retirement Specialist LLC8,469$239 12/31/2023
     CGUS8,469$239 12/31/2023
Trueblood Wealth Management LLC7,368$230 03/31/2024
     CGUS7,368$230 03/31/2024
Advance Capital Management Inc.7,363$229 03/31/2024
     CGUS7,363$229 03/31/2024
Visionary Wealth Advisors8,048$228 12/31/2023
     CGUS8,048$228 12/31/2023
Hanlon Investment Management Inc.7,765$220 12/31/2023
     CGUS7,765$220 12/31/2023
Nwam LLC7,765$220 12/31/2023
     CGUS7,765$220 12/31/2023
DAVENPORT & Co LLC7,514$213 12/31/2023
     CGUS7,514$213 12/31/2023
AdvisorNet Financial Inc6,716$209 03/31/2024
     CGUS6,716$209 03/31/2024
Mayflower Financial Advisors LLC7,347$208 12/31/2023
     CGUS7,347$208 12/31/2023
Private Trust Co. NA6,617$206 03/31/2024
     CGUS6,617$206 03/31/2024
First Horizon Advisors Inc.6,510$203 03/31/2024
     CGUS6,510$203 03/31/2024
Delta Financial Group Inc.7,187$203 12/31/2023
     CGUS7,187$203 12/31/2023
Venture Visionary Partners LLC7,088$201 12/31/2023
     CGUS7,088$201 12/31/2023
Morgan Stanley6,952$197 12/31/2023
     CGUS6,952$197 12/31/2023
Steward Partners Investment Advisory LLC6,375$180 12/31/2023
     CGUS6,375$180 12/31/2023
Qube Research & Technologies Ltd6,100$173 12/31/2023
     CGUS6,100$173 12/31/2023
Tradition Wealth Management LLC5,354$152 12/31/2023
     CGUS5,354$152 12/31/2023
Mark Sheptoff Financial Planning LLC5,290$150 12/31/2023
     CGUS5,290$150 12/31/2023
Northwest Capital Management Inc3,134$98 03/31/2024
     CGUS3,134$98 03/31/2024
Mather Group LLC.2,611$81 03/31/2024
     CGUS2,611$81 03/31/2024
Larson Financial Group LLC2,035$58 12/31/2023
     CGUS2,035$58 12/31/2023
Financial Perspectives Inc1,541$48 03/31/2024
     CGUS1,541$48 03/31/2024
Winch Advisory Services LLC1,178$33 12/31/2023
     CGUS1,178$33 12/31/2023
IFP Advisors Inc1,012$29 12/31/2023
     CGUS1,012$29 12/31/2023
Comerica Bank600$17 12/31/2023
     CGUS600$17 12/31/2023
Tucker Asset Management LLC552$16 12/31/2023
     CGUS552$16 12/31/2023
IAG Wealth Partners LLC355$11 03/31/2024
     CGUS355$11 03/31/2024
First Pacific Financial53$2 03/31/2024
     CGUS53$2 03/31/2024
Gradient Investments LLC2$0 03/31/2024
     CGUS2$0 03/31/2024

See Summary: Institutional Holders of CGUS
See Details: Top 10 Hedge Funds Holding CGUS
Also See: CGUS Holdings Changes

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