CAPITAL GROUP CORE EQUITY ET (CGUS)
Institutional ownership reported to the SEC as of Q2 2026, across 19 quarters.
428
Reporting holders
$8.0B
Reported value
0.0%
Held as options
+34
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| LPL Financial LLC | $1.4B | 32,330,461 | 0.32% | 17q | +15.2%+$190.2M |
| ENVESTNET ASSET MANAGEMENT INC | $626.3M | 14,081,012 | 0.15% | 17q | +1.0%+$6.0M |
| JONES FINANCIAL COMPANIES LLLP | $555.7M | 12,776,470 | 0.22% | 12q | +63.8%+$216.4M |
| RAYMOND JAMES FINANCIAL INC | $439.2M | 9,873,183 | 0.12% | 7q | +12.1%+$47.6M |
| WELLS FARGO & COMPANY/MN | $343.6M | 7,724,623 | 0.06% | 15q | -43.9%-$268.5M |
| MORGAN STANLEY | $298.7M | 6,715,988 | 0.02% | 15q | +2.5%+$7.2M |
| Cetera Investment Advisers | $284.2M | 6,388,312 | 0.26% | 16q | +1.2%+$3.3M |
| Capital International Investors | $269.8M | 6,064,640 | 0.06% | 18q | HELD |
| Capital Group Private Client Services, Inc. | $233.6M | 5,251,530 | 3.29% | 18q | +3.0%+$6.8M |
| Merit Financial Group, LLC | $201.8M | 4,536,932 | 0.62% | 13q | +96.6%+$99.2M |
| COMMONWEALTH EQUITY SERVICES, LLC | $197.8M | 4,446,114 | 0.25% | 18q | +4.5%+$8.6M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $188.3M | 4,232,575 | 0.10% | 17q | -6.2%-$12.5M |
| MML INVESTORS SERVICES, LLC | $162.8M | 3,659,190 | 0.33% | 18q | +23.6%+$31.1M |
| BENJAMIN EDWARDS INC | $126.2M | 2,837,703 | 1.15% | 8q | +3.0%+$3.7M |
| ROYAL BANK OF CANADA | $117.5M | 2,641,914 | 0.02% | 18q | +5.2%+$5.9M |
| SEI INVESTMENTS CO | $115.3M | 2,592,701 | 0.10% | 9q | +10.5%+$10.9M |
| OSAIC HOLDINGS, INC. | $113.2M | 2,545,562 | 0.13% | 18q | +20.9%+$19.6M |
| Private Advisor Group, LLC | $104.7M | 2,352,921 | 0.48% | 17q | +11.1%+$10.5M |
| CAPTRUST FINANCIAL ADVISORS | $78.7M | 1,769,882 | 0.12% | 13q | -1.2%-$932.1K |
| UBS Group AG | $77.6M | 1,744,803 | 0.01% | 17q | +2.9%+$2.2M |
| Kestra Advisory Services, LLC | $71.2M | 1,601,400 | 0.23% | 17q | +55.5%+$25.4M |
| BANK OF AMERICA CORP /DE/ | $64.8M | 1,456,681 | 0.00% | 10q | +48.9%+$21.3M |
| STIFEL FINANCIAL CORP | $63.5M | 1,427,183 | 0.05% | 17q | +15.5%+$8.5M |
| Valmark Advisers, Inc. | $60.9M | 1,369,821 | 0.65% | 15q | +2.8%+$1.6M |
| ASSETMARK, INC | $60.5M | 1,360,356 | 0.10% | 12q | +2.8%+$1.7M |
| Baird Financial Group, Inc. | $59.8M | 1,343,454 | 0.08% | 15q | +4.9%+$2.8M |
| &PARTNERS | $54.2M | 1,217,530 | 0.22% | 17q | -4.8%-$2.8M |
| NewEdge Advisors, LLC | $53.2M | 1,196,622 | 0.16% | new | NEW |
| Midwest Heritage Bank, FSB | $48.1M | 1,081,516 | 13.64% | 17q | +2.7%+$1.3M |
| Souders Financial Advisors | $46.9M | 1,053,533 | 4.71% | 16q | +5.8%+$2.6M |
| SILVER OAK SECURITIES, INCORPORATED | $44.1M | 990,870 | 2.68% | 3q | +5.5%+$2.3M |
| HUB Investment Partners, LLC | $37.2M | 835,860 | 0.67% | 11q | -18.8%-$8.6M |
| Equitable Holdings, Inc. | $30.3M | 681,339 | 0.18% | 10q | +2.7%+$800.9K |
| BIP Wealth, LLC | $30.1M | 677,471 | 0.86% | 4q | -1.9%-$575.5K |
| HighPoint Advisor Group LLC | $29.5M | 662,501 | 1.04% | 3q | +10.7%+$2.8M |
| Vestmark Advisory Solutions, Inc. | $28.2M | 633,537 | 0.26% | 12q | +1.6%+$432.7K |
| AA Financial Advisors, LLC | $26.6M | 597,760 | 3.20% | 11q | +11.5%+$2.7M |
| D.A. DAVIDSON & CO. | $25.9M | 581,586 | 0.14% | 17q | +4.0%+$999.8K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $24.8M | 554,543 | 0.04% | 12q | +6.0%+$1.4M |
| EverSource Wealth Advisors, LLC | $23.2M | 521,110 | 0.78% | 16q | +5.1%+$1.1M |
| Summit Investment Advisory Services, LLC | $22.4M | 502,993 | 5.61% | 8q | +4.3%+$916.8K |
| Orion Porfolio Solutions, LLC | $21.4M | 482,137 | 0.16% | 12q | +3.7%+$759.0K |
| HARBOUR INVESTMENTS, INC. | $21.4M | 480,619 | 0.29% | 17q | +4.7%+$965.6K |
| Beacon Pointe Advisors, LLC | $21.1M | 474,889 | 0.10% | 5q | -1.0%-$213.0K |
| IFP Advisors, Inc | $19.5M | 439,025 | 0.35% | 18q | +3.8%+$720.9K |
| Ameritas Investment Partners, Inc. | $19.3M | 434,166 | 0.51% | 4q | +2.4%+$444.2K |
| Forge Financial Services LLC | $19.2M | 432,535 | 1.66% | 7q | -0.7%-$133.1K |
| Ergawealth Advisors, Inc. | $19.2M | 431,464 | 7.45% | 5q | +2.0%+$380.5K |
| JPMORGAN CHASE & CO | $18.7M | 421,337 | 0.00% | 9q | +2.4%+$445.8K |
| STEPHENS INC /AR/ | $18.5M | 416,532 | 0.21% | 6q | +5.5%+$972.9K |
| J. Derek Lewis & Associates Inc. | $18.5M | 415,308 | 3.49% | 3q | +24.7%+$3.7M |
| BETO FINANCIAL GROUP, LLC | $18.2M | 414,563 | 9.56% | 3q | +131.4%+$10.3M |
| PRINCIPAL SECURITIES, INC. | $16.7M | 375,987 | 0.20% | 11q | +12.1%+$1.8M |
| Burford Brothers, Inc. | $16.5M | 370,125 | 6.04% | 11q | +1.3%+$206.9K |
| Bridgewealth Advisory Group, LLC | $15.9M | 356,375 | 2.99% | 12q | HELD |
| Mutual Advisors, LLC | $15.7M | 352,983 | 0.30% | 12q | +11.4%+$1.6M |
| TRUIST FINANCIAL CORP | $15.4M | 346,777 | 0.02% | 12q | +11.0%+$1.5M |
| Strategic Blueprint, LLC | $15.1M | 338,547 | 0.75% | 18q | +2.0%+$293.1K |
| Apollon Wealth Management, LLC | $13.8M | 310,853 | 0.17% | 5q | +5.2%+$683.5K |
| Vigil Wealth Management, LLC | $13.8M | 310,840 | 9.86% | 3q | +1.8%+$243.2K |
| Compton Financial Group, LLC | $13.7M | 309,038 | 2.65% | 3q | +74.1%+$5.9M |
| Essex Financial Services, Inc. | $13.5M | 302,902 | 0.67% | 17q | +18.6%+$2.1M |
| Integrated Wealth Concepts LLC | $12.9M | 288,986 | 0.06% | 11q | +61.8%+$4.9M |
| KINGSWOOD WEALTH ADVISORS, LLC | $12.4M | 279,381 | 0.50% | 9q | -2.7%-$345.5K |
| SAGESPRING WEALTH PARTNERS, LLC | $12.3M | 276,431 | 0.19% | 7q | -1.3%-$162.8K |
| Michael Brady & Co., LLC | $11.7M | 263,264 | 10.33% | 3q | -10.5%-$1.4M |
| Challenger Wealth Management | $11.4M | 256,771 | 8.41% | 7q | -3.0%-$347.7K |
| ST GERMAIN D J CO INC | $11.3M | 254,286 | 0.41% | 14q | +2.7%+$293.3K |
| Guided Capital Wealth Management, LLC | $11.0M | 247,559 | 6.44% | 3q | +1.7%+$187.9K |
| Per Stirling Capital Management, LLC. | $10.5M | 236,010 | 1.00% | 3q | +1084.1%+$9.6M |
| Smartleaf Asset Management LLC | $10.2M | 230,295 | 0.33% | 8q | HELD |
| CARY STREET PARTNERS FINANCIAL LLC | $10.1M | 226,353 | 0.22% | 7q | +0.7%+$67.9K |
| Envestnet Portfolio Solutions, Inc. | $9.8M | 219,232 | 0.05% | 12q | +3.0%+$287.3K |
| FOUNDERS FINANCIAL SECURITIES LLC | $9.6M | 215,733 | 0.49% | 17q | HELD |
| Cannon Wealth Management Services, LLC | $9.6M | 215,270 | 5.24% | 8q | +10.8%+$935.9K |
| Entruity Wealth, LLC | $9.1M | 204,388 | 5.88% | 7q | -41.0%-$6.3M |
| GREAT VALLEY ADVISOR GROUP, INC. | $8.9M | 199,779 | 0.14% | 11q | +4.8%+$408.7K |
| Gerber Kawasaki Wealth & Investment Management | $8.7M | 194,825 | 0.23% | 15q | HELD |
| BLAIR WILLIAM & CO/IL | $8.6M | 192,751 | 0.02% | 11q | +13.8%+$1.0M |
| Geneos Wealth Management Inc. | $8.5M | 191,173 | 0.17% | 9q | +17.7%+$1.3M |
| HighTower Advisors, LLC | $8.3M | 186,377 | 0.01% | 11q | -2.2%-$183.8K |
| Cullen/Frost Bankers, Inc. | $8.0M | 180,151 | 0.08% | 9q | -6.1%-$517.2K |
| Aspire Growth Partners LLC | $7.7M | 173,785 | 4.49% | 7q | +7.5%+$542.0K |
| KINTRA WEALTH, LLC | $7.7M | 165,575 | 0.40% | 5q | +36.9%+$2.1M |
| Sovran Advisors, LLC | $7.5M | 169,831 | 0.56% | 7q | +0.6%+$44.8K |
| Clear Creek Financial Management, LLC | $7.3M | 165,195 | 0.47% | 10q | +4.8%+$338.8K |
| Advisory Services Network, LLC | $7.0M | 157,710 | 0.08% | 17q | +34.5%+$1.8M |
| PFG Advisors | $6.7M | 150,541 | 0.34% | 10q | +8.0%+$496.3K |
| A&I FINANCIAL SERVICES, LLC | $6.5M | 146,508 | 2.84% | 7q | +1.7%+$111.2K |
| Sanctuary Advisors, LLC | $6.5M | 145,244 | 0.03% | 9q | +4.4%+$272.2K |
| Wealthcare Advisory Partners LLC | $6.2M | 138,584 | 0.12% | 14q | -10.6%-$733.3K |
| IFG Advisory, LLC | $6.0M | 134,061 | 0.21% | new | NEW |
| BNB Wealth Management, LLC | $5.9M | 131,984 | 3.21% | 3q | -3.0%-$182.1K |
| Vise Technologies, Inc. | $5.9M | 131,648 | 0.07% | 3q | +2115.2%+$5.6M |
| Transcendent Capital Group LLC | $5.9M | 131,529 | 2.28% | 9q | HELD |
| Venture Visionary Partners LLC | $5.7M | 128,713 | 0.16% | 11q | +34.5%+$1.5M |
| SITTNER & NELSON, LLC | $5.6M | 126,551 | 1.77% | 16q | +26.8%+$1.2M |
| Cushing Capital Partners, LLC | $5.6M | 125,333 | 3.84% | 7q | +1.0%+$54.2K |
| Perennial Investment Advisors, LLC | $5.5M | 124,737 | 0.37% | 7q | +5.6%+$291.9K |
| Gateway Wealth Partners, LLC | $5.5M | 124,032 | 0.33% | 9q | -41.4%-$3.9M |
Showing the largest 100 of 443 reported holders.
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 428 | $8.0B | 179,966,209 | 53 | 195 | 102 | 0.0% |
| Q1 2026 | 394 | $6.4B | 167,913,132 | 36 | 215 | 77 | 0.0% |
| Q4 2025 | 380 | $5.7B | 141,998,661 | 40 | 206 | 61 | 0.0% |
| Q3 2025 | 333 | $4.9B | 122,964,897 | 34 | 186 | 59 | 0.0% |
| Q2 2025 | 313 | $3.7B | 99,450,070 | 28 | 171 | 67 | 0.0% |
| Q1 2025 | 303 | $3.0B | 88,371,941 | 30 | 172 | 52 | 0.0% |
| Q4 2024 | 288 | $2.6B | 74,250,413 | 27 | 151 | 36 | 0.0% |
| Q3 2024 | 242 | $2.1B | 61,615,146 | 29 | 138 | 35 | 0.0% |
| Q2 2024 | 225 | $1.7B | 52,159,794 | 43 | 119 | 32 | 0.0% |
| Q1 2024 | 182 | $1.3B | 41,668,267 | 31 | 101 | 24 | 0.0% |
| Q4 2023 | 163 | $989.2M | 34,952,293 | 28 | 89 | 19 | 0.0% |
| Q3 2023 | 133 | $707.9M | 28,182,306 | 27 | 75 | 13 | 0.0% |
| Q2 2023 | 106 | $508.1M | 19,784,534 | 12 | 58 | 22 | 0.0% |
| Q1 2023 | 93 | $368.3M | 15,543,426 | 14 | 56 | 13 | 0.0% |
| Q4 2022 | 77 | $254.4M | 11,327,051 | 26 | 39 | 4 | 0.0% |
| Q3 2022 | 67 | $167.7M | 8,225,496 | 19 | 34 | 5 | 0.0% |
| Q2 2022 | 56 | $113.1M | 5,194,858 | 40 | 13 | 2 | 0.0% |
| Q1 2022 | 18 | $40.2M | 1,561,373 | 17 | 0 | 0 | 0.0% |
| Q4 2021 | 1 | $435.5K | 10,826 | 0 | 0 | 0 | 0.0% |