CGUS institutional holders

CAPITAL GROUP CORE EQUITY ET · 13F, 2026Q2

Managers holding442
Shares held186,263,203
Reported value$8.3bn
Quarter flows57 new, 229 added, 112 trimmed, 25 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
LPL Financial LLC32,330,461$1.4bn0.3%
ENVESTNET ASSET MANAGEMENT INC14,081,012$626.3m0.1%
JONES FINANCIAL COMPANIES LLLP12,776,470$555.7m0.2%
RAYMOND JAMES FINANCIAL INC9,873,183$439.2m0.1%
WELLS FARGO & COMPANY/MN7,724,623$343.6m0.1%
MORGAN STANLEY6,715,988$298.7m0.0%
Cambridge Investment Research Advisors, Inc.6,516,738$289.9m0.3%
Cetera Investment Advisers6,388,312$284.2m0.3%
Capital International Investors6,064,640$269.8m0.1%
Capital Group Private Client Services, Inc.5,251,530$233.6m3.3%
COMMONWEALTH EQUITY SERVICES, LLC4,446,114$197.8m0.2%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO4,232,575$188.3m0.1%
MML INVESTORS SERVICES, LLC3,659,190$162.8m0.3%
BENJAMIN EDWARDS INC2,837,703$126.2m1.2%
ROYAL BANK OF CANADA2,641,914$117.5m0.0%
SEI INVESTMENTS CO2,592,701$115.3m0.1%
OSAIC HOLDINGS, INC.2,545,562$113.2m0.1%
Private Advisor Group, LLC2,352,921$104.7m0.5%
Merit Financial Group, LLC2,268,466$100.9m0.6%
CAPTRUST FINANCIAL ADVISORS1,769,882$78.7m0.1%
UBS Group AG1,744,803$77.6m0.0%
Kestra Advisory Services, LLC1,601,400$71.2m0.2%
BANK OF AMERICA CORP /DE/1,456,681$64.8m0.0%
STIFEL FINANCIAL CORP1,427,183$63.5m0.1%
Valmark Advisers, Inc.1,369,821$60.9m0.6%

Every holder, line by line, and the full history since 2013: yf.Client().holders("CGUS"). CGUS price history · All 13F data

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