Who Owns CAPITAL GROUP CORE EQUITY ET (CGUS)? -- Institutional Holders (2026-06-30)

460 institutions reported holding $8.13B of CAPITAL GROUP CORE EQUITY ET (CGUS) in SEC 13F filings for 2026-06-30. Largest institutional holders: LPL Financial LLC ($1.44B), ENVESTNET ASSET MANAGEMENT INC ($626.3M), JONES FINANCIAL COMPANIES LLLP ($555.7M), RAYMOND JAMES FINANCIAL INC ($439.2M), WELLS FARGO & COMPANY/MN ($343.6M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1LPL Financial LLC$1.44B32.3MAdded
2ENVESTNET ASSET MANAGEMENT INC$626.3M14.1MAdded
3JONES FINANCIAL COMPANIES LLLP$555.7M12.8MAdded
4RAYMOND JAMES FINANCIAL INC$439.2M9.9MAdded
5WELLS FARGO & COMPANY/MN$343.6M7.7MAdded
6MORGAN STANLEY$298.7M6.7MAdded
7Cetera Investment Advisers$284.2M6.4MAdded
8Capital International Investors$269.8M6.1MAdded
9Capital Group Private Client Services, Inc.$233.6M5.3MAdded
10COMMONWEALTH EQUITY SERVICES, LLC$197.8M4.4MAdded
11NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$188.3M4.2MTrimmed
12MML INVESTORS SERVICES, LLC$162.8M3.7MAdded
13Cambridge Investment Research Advisors, Inc.$144.9M3.3MAdded
14BENJAMIN EDWARDS INC$126.2M2.8MAdded
15Royal Bank of Canada$117.5M2.6MAdded
16SEI INVESTMENTS CO$115.3M2.6MAdded
17OSAIC HOLDINGS, INC.$113.2M2.5MAdded
18Private Advisor Group, LLC$104.7M2.4MAdded
19Merit Financial Group, LLC$100.9M2.3MTrimmed
20CAPTRUST FINANCIAL ADVISORS$78.7M1.8MTrimmed
21UBS Group AG$77.6M1.7MAdded
22Kestra Advisory Services, LLC$71.2M1.6MAdded
23BANK OF AMERICA CORP /DE/$64.8M1.5MAdded
24STIFEL FINANCIAL CORP$63.5M1.4MAdded
25Valmark Advisers, Inc.$60.9M1.4MAdded

Source: SEC Form 13F filings · as of 2026-06-30