# CAPITAL GROUP CORE EQUITY ET (CGUS)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/CGUS/

- Reporting holders: 20
- Reported value: $40.0M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $13.3M | 299,015 | 0.1% | 6 |
| [Venture Visionary Partners LLC](https://holderbook.com/funds/1792283-venture-visionary-partners-llc/) | $6.4M | 143,091 | 0.2% | 12 |
| [M.E. ALLISON & CO., INC.](https://holderbook.com/funds/1619532-m-e-allison-co-inc/) | $3.8M | 86,253 | 2.2% | 8 |
| [Wealth Group Ltd](https://holderbook.com/funds/2010748-wealth-group-ltd/) | $3.7M | 83,154 | 0.7% | 2 |
| [Olistico Wealth, LLC](https://holderbook.com/funds/1962695-olistico-wealth-llc/) | $3.0M | 68,306 | 1.3% | 14 |
| [Lincoln Capital LLC](https://holderbook.com/funds/1633862-lincoln-capital-llc/) | $2.2M | 48,590 | 0.4% | 8 |
| [Bill Few Associates, Inc.](https://holderbook.com/funds/1914644-bill-few-associates-inc/) | $1.9M | 42,936 | 0.4% | 16 |
| [PRIVATE CLIENT SERVICES, LLC](https://holderbook.com/funds/1457005-private-client-services-llc/) | $1.7M | 38,604 | 0.5% | 2 |
| [TITLEIST ASSET MANAGEMENT, LLC](https://holderbook.com/funds/1977759-titleist-asset-management-llc/) | $1.0M | 23,030 | 0.1% | 11 |
| [Wealth Science Advisors LLC](https://holderbook.com/funds/2083087-wealth-science-advisors-llc/) | $1.0M | 23,018 | 0.4% | 4 |
| [AVAII WEALTH MANAGEMENT, LLC](https://holderbook.com/funds/1904431-avaii-wealth-management-llc/) | $341.1K | 7,589 | 0.1% | 3 |
| [Towneley Capital Management, Inc / DE](https://holderbook.com/funds/2004980-towneley-capital-management-inc-de/) | $311.5K | 7,000 | 0.1% | 2 |
| [First Heartland Consultants, Inc.](https://holderbook.com/funds/1428793-first-heartland-consultants-inc/) | $303.0K | 6,809 | 0.0% | 17 |
| [ECLECTIC ASSOCIATES INC /ADV](https://holderbook.com/funds/743482-eclectic-associates-inc-adv/) | $302.1K | 6,788 | 0.0% | 8 |
| [CapWealth Advisors, LLC](https://holderbook.com/funds/1531809-capwealth-advisors-llc/) | $252.5K | 5,674 | 0.0% | 19 |
| [Gradient Investments LLC](https://holderbook.com/funds/1542265-gradient-investments-llc/) | $212.0K | 4,764 | 0.0% | 1 |
| [CoreCap Advisors, LLC](https://holderbook.com/funds/1902501-corecap-advisors-llc/) | $71.5K | 1,606 | 0.0% | 11 |
| [Trust Co](https://holderbook.com/funds/1632554-trust-co/) | $37.4K | 840 | 0.0% | 10 |
| [Central Pacific Bank - Trust Division](https://holderbook.com/funds/2020066-central-pacific-bank-trust-division/) | $6.8K | 152 | 0.0% | 8 |
| [MassMutual Private Wealth & Trust, FSB](https://holderbook.com/funds/1103653-massmutual-private-wealth-trust-fsb/) | $1.7K | 38 | 0.0% | 3 |
| [CX Institutional](https://holderbook.com/funds/1737089-cx-institutional/) | $15 | 333 | 0.0% | 7 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 20 | $40.0M |
| Q2 2026 | 443 | $9.0B |
| Q1 2026 | 409 | $6.6B |
| Q4 2025 | 397 | $5.9B |
| Q3 2025 | 348 | $5.2B |
| Q2 2025 | 335 | $4.1B |
| Q1 2025 | 320 | $3.3B |
| Q4 2024 | 304 | $2.9B |
| Q3 2024 | 260 | $2.4B |
| Q2 2024 | 245 | $1.9B |
| Q1 2024 | 202 | $1.5B |
| Q4 2023 | 183 | $1.1B |