CGUS — Capital Group Core Equity Et Institutional Holders · Q3 2026
Who owns Capital Group Core Equity Et (CGUS)? 21 institutions reported holding $39.98M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Farther Finance Advisors, LLC ($13.3M), Venture Visionary Partners LLC ($6.4M), M.E. Allison & Co., Inc. ($3.8M).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Farther Finance Advisors, LLC | $13.3M | 299,015 | Added |
| 2 | Venture Visionary Partners LLC | $6.4M | 143,091 | Added |
| 3 | M.E. ALLISON & CO., INC. | $3.8M | 86,253 | Added |
| 4 | Wealth Group Ltd | $3.7M | 83,154 | Added |
| 5 | Olistico Wealth, LLC | $3.0M | 68,306 | Added |
| 6 | Lincoln Capital LLC | $2.2M | 48,590 | Added |
| 7 | Bill Few Associates, Inc. | $1.9M | 42,936 | Added |
| 8 | PRIVATE CLIENT SERVICES, LLC | $1.7M | 38,604 | Added |
| 9 | TITLEIST ASSET MANAGEMENT, LLC | $1.0M | 23,030 | Added |
| 10 | Wealth Science Advisors LLC | $1.0M | 23,018 | Hold |
| 11 | AVAII WEALTH MANAGEMENT, LLC | $341,050 | 7,589 | Hold |
| 12 | Towneley Capital Management, Inc / DE | $311,500 | 7,000 | Hold |
| 13 | First Heartland Consultants, Inc. | $302,984 | 6,809 | Trimmed |
| 14 | ECLECTIC ASSOCIATES INC /ADV | $302,066 | 6,788 | Trimmed |
| 15 | CapWealth Advisors, LLC | $252,493 | 5,674 | Trimmed |
| 16 | Gradient Investments LLC | $211,998 | 4,764 | New |
| 17 | CoreCap Advisors, LLC | $71,474 | 1,606 | Added |
| 18 | Trust Co | $37,380 | 840 | Trimmed |
| 19 | CX Institutional | $15,000 | 333 | Trimmed |
| 20 | Central Pacific Bank - Trust Division | $6,764 | 152 | Hold |
| 21 | MassMutual Private Wealth & Trust, FSB | $1,691 | 38 | Trimmed |
Source: SEC Form 13F filings · as of 2026-09-30