Cap Group Core EquityCGUSETF
13F holders, Q2 2026 (June 30)442holders +32
51new positions
18sold out
3famous investors
$44.41avg. 13F price*
At the end of Q2 2026, 442 institutions reported holding Cap Group Core Equity (CGUS) in their 13F filings, up 32 from Q1 2026. 51 opened new positions and 18 sold out. The largest holders were LPL Financial LLC ($1.4B), Envestnet Asset Management Inc. ($626.3M) and Jones Financial Companies LLLP ($555.7M). 3 famous investors held it, including David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- Cap Group Core Equity
- Filed as
- CAPITAL GROUP CORE EQUITY ET (Q2 2026)
- CUSIP
- 14020V108
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 51 | $29.4M |
| Exits | 18 | $45.1M |
All 13F filers, Q1 2026 → Q2 2026: 18,872,178 shares bought and 2,604,487 shares sold, net +16,267,691 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 442 holders
| LPL Financial LLC | 0.32% | Add +15.2% | 32,330,461 | $1.4B |
| Envestnet Asset Management Inc. | 0.15% | Add +1.0% | 14,081,012 | $626.3M |
| Jones Financial Companies LLLP | 0.22% | Add +63.8% | 12,776,470 | $555.7M |
| Raymond James Financial Inc. | 0.12% | Add +12.1% | 9,873,183 | $439.2M |
| Wells Fargo & Company | 0.06% | Add +12.3% | 7,724,623 | $343.6M |
| Morgan Stanley | 0.02% | Add +2.5% | 6,715,988 | $298.7M |
| Cetera Investment Advisers | 0.26% | Add +1.2% | 6,388,312 | $284.2M |
| Capital International Investors | 0.06% | Add +0.2% | 6,064,640 | $269.8M |
| Capital Group Private Client Services, Inc. | 3.29% | Add +3.0% | 5,251,530 | $233.6M |
| Commonwealth Equity Services, LLC | 0.25% | Add +4.5% | 4,446,114 | $197.8M |
| Northwestern Mutual Wealth Management Co. | 0.10% | Reduce -6.2% | 4,232,575 | $188.3M |
| MML Investors Services, LLC | 0.33% | Add +23.6% | 3,659,190 | $162.8M |
| Cambridge Investment Research Advisors, Inc. | 0.33% | Add +4.2% | 3,258,379 | $144.9M |
| Benjamin Edwards Inc. | 1.15% | Add +3.0% | 2,837,703 | $126.2M |
| Royal Bank of Canada | 0.02% | Add +5.3% | 2,641,914 | $117.5M |
| Sei Investments Co. | 0.10% | Add +10.5% | 2,592,701 | $115.3M |
| Osaic Holdings, Inc. | 0.13% | Add +20.9% | 2,545,562 | $113.2M |
| Private Advisor Group, LLC | 0.48% | Add +11.2% | 2,352,921 | $104.7M |
| Merit Financial Group, LLC | 0.63% | Reduce -1.7% | 2,268,466 | $100.9M |
| Captrust Financial Advisors | 0.12% | Reduce -1.2% | 1,769,882 | $78.7M |
| UBS Group AG | 0.01% | Add +2.9% | 1,744,803 | $77.6M |
| Kestra Advisory Services, LLC | 0.23% | Add +55.5% | 1,601,400 | $71.2M |
| Bank of America Corp. | 0.00% | Add +49.0% | 1,456,681 | $64.8M |
| Stifel Financial Corp. | 0.05% | Add +15.5% | 1,427,183 | $63.5M |
| Valmark Advisers, Inc. | 0.65% | Add +2.8% | 1,369,821 | $60.9M |
| Assetmark, Inc. | 0.10% | Add +2.8% | 1,360,356 | $60.5M |
| Baird Financial Group, Inc. | 0.08% | Add +4.9% | 1,343,454 | $59.8M |
| &partners | 0.22% | Reduce -4.8% | 1,217,530 | $54.2M |
| NewEdge Advisors, LLC | 0.16% | Add +5.4% | 1,196,622 | $53.2M |
| Midwest Heritage Bank, FSB | 13.64% | Add +2.7% | 1,081,516 | $48.1M |
| Janney Montgomery Scott LLC | 0.09% | Add +5.9% | 1,072,556 | $47.7M |
| Souders Financial Advisors | 4.71% | Add +5.8% | 1,053,533 | $46.9M |
| Silver Oak Securities, Incorporated | 2.68% | Add +5.5% | 990,870 | $44.1M |
| HUB Investment Partners, LLC | 0.68% | Reduce -18.8% | 835,860 | $37.2M |
| Equitable Holdings, Inc. | 0.18% | Add +2.7% | 681,339 | $30.3M |
| BIP Wealth, LLC | 0.85% | Reduce -1.9% | 677,471 | $30.1M |
| HighPoint Advisor Group LLC | 1.04% | Add +10.7% | 662,501 | $29.5M |
| Vestmark Advisory Solutions, Inc. | 0.26% | Add +1.6% | 633,537 | $28.2M |
| AA Financial Advisors, LLC | 3.20% | Add +11.5% | 597,760 | $26.6M |
| D.A. Davidson & Co. | 0.14% | Add +4.0% | 581,586 | $25.9M |
| Wealth Enhancement Advisory Services, LLC | 0.04% | Add +6.0% | 554,543 | $24.8M |
| EverSource Wealth Advisors, LLC | 0.78% | Add +5.1% | 521,110 | $23.2M |
| Summit Investment Advisory Services, LLC | 5.61% | Add +4.3% | 502,993 | $22.4M |
| Orion Porfolio Solutions, LLC | 0.16% | Add +3.7% | 482,137 | $21.4M |
| Harbour Investments, Inc. | 0.29% | Add +4.7% | 480,619 | $21.4M |
| Beacon Pointe Advisors, LLC | 0.10% | Reduce -1.0% | 474,889 | $21.1M |
| IFP Advisors, Inc | 0.35% | Add +3.8% | 439,025 | $19.5M |
| Ameritas Investment Partners, Inc. | 0.51% | Add +2.4% | 434,166 | $19.3M |
| Forge Financial Services LLC | 1.66% | Reduce -0.7% | 432,535 | $19.2M |
| Ergawealth Advisors, Inc. | 7.45% | Add +2.0% | 431,464 | $19.2M |
| JPMorgan Chase & Co. | 0.00% | Add +2.5% | 421,337 | $18.7M |
| Stephens Inc. | 0.21% | Add +5.5% | 416,532 | $18.5M |
| J. Derek Lewis & Associates Inc. | 3.49% | Add +24.7% | 415,308 | $18.5M |
| Beto Financial Group, LLC | 9.56% | Add +131.4% | 414,563 | $18.2M |
| Natixis Advisors, LLC | 0.02% | Add +30.4% | 389,880 | $17.3M |
| Principal Securities, Inc. | 0.20% | Add +12.1% | 375,987 | $16.7M |
| Burford Brothers, Inc. | 6.04% | Add +1.3% | 370,125 | $16.5M |
| Bridgewealth Advisory Group, LLC | 2.99% | Add +0.1% | 356,375 | $15.9M |
| Mutual Advisors, LLC | 0.30% | Add +11.4% | 352,983 | $15.7M |
| Truist Financial Corp. | 0.02% | Add +11.0% | 346,777 | $15.4M |
| Strategic Blueprint, LLC | 0.75% | Add +2.0% | 338,547 | $15.1M |
| Apollon Wealth Management, LLC | 0.17% | Add +5.2% | 310,853 | $13.8M |
| Vigil Wealth Management, LLC | 9.86% | Add +1.8% | 310,840 | $13.8M |
| Compton Financial Group, LLC | 2.65% | Add +74.1% | 309,038 | $13.7M |
| Essex Financial Services, Inc. | 0.67% | Add +18.6% | 302,902 | $13.5M |
| Kingswood Wealth Advisors, LLC | 0.50% | Reduce -2.7% | 279,381 | $12.4M |
| Sagespring Wealth Partners, LLC | 0.19% | Reduce -1.3% | 276,431 | $12.3M |
| Michael Brady & Co., LLC | 10.33% | Reduce -10.5% | 263,264 | $11.7M |
| Challenger Wealth Management | 8.41% | Reduce -3.0% | 256,771 | $11.4M |
| St Germain D J Co. Inc. | 0.41% | Add +2.7% | 254,286 | $11.3M |
| Guided Capital Wealth Management, LLC | 6.44% | Add +1.7% | 247,559 | $11.0M |
| Per Stirling Capital Management, LLC. | 1.00% | Add +1084.1% | 236,010 | $10.5M |
| Smartleaf Asset Management LLC | 0.33% | No change | 230,295 | $10.2M |
| Cary Street Partners Financial LLC | 0.22% | Add +0.7% | 226,353 | $10.1M |
| Envestnet Portfolio Solutions, Inc. | 0.05% | Add +3.0% | 219,232 | $9.8M |
| Founders Financial Securities LLC | 0.49% | Reduce -0.0% | 215,733 | $9.6M |
| Cannon Wealth Management Services, LLC | 5.24% | Add +10.8% | 215,270 | $9.6M |
| Entruity Wealth, LLC | 5.88% | Reduce -41.0% | 204,388 | $9.1M |
| Integrated Wealth Concepts LLC | 0.06% | Add +12.1% | 200,160 | $8.9M |
| Great Valley Advisor Group, Inc. | 0.14% | Add +4.8% | 199,779 | $8.9M |
| Gerber Kawasaki Wealth & Investment Management | 0.23% | Add +0.3% | 194,825 | $8.7M |
| Blair William & Co. | 0.02% | Add +13.8% | 192,751 | $8.6M |
| Geneos Wealth Management Inc. | 0.17% | Add +17.7% | 191,173 | $8.5M |
| HighTower Advisors, LLC | 0.01% | Reduce -2.2% | 186,377 | $8.3M |
| Cullen/Frost Bankers, Inc. | 0.08% | Reduce -6.1% | 180,151 | $8.0M |
| Aspire Growth Partners LLC | 4.49% | Add +7.5% | 173,785 | $7.7M |
| Kintra Wealth, LLC | 0.40% | Add +36.9% | 165,575 | $7.7M |
| Thoroughbred Financial Services, LLC | 0.37% | Add +2.3% | 172,197 | $7.7M |
| Sovran Advisors, LLC | 0.56% | Add +0.6% | 169,831 | $7.5M |
| Centaurus Financial, Inc. | 0.29% | Add +10.1% | 165,759 | $7.4M |
| Clear Creek Financial Management, LLC | 0.47% | Add +4.8% | 165,195 | $7.3M |
| Park Avenue Securities LLC | 0.05% | Add +28.2% | 164,708 | $7.3M |
| Advisory Services Network, LLC | 0.08% | Add +34.5% | 157,710 | $7.0M |
| PFG Advisors | 0.34% | Add +8.0% | 150,541 | $6.7M |
| A&I Financial Services, LLC | 2.84% | Add +1.7% | 146,508 | $6.5M |
| Sanctuary Advisors, LLC | 0.03% | Add +4.4% | 145,244 | $6.5M |
| Wealthcare Advisory Partners LLC | 0.12% | Reduce -10.6% | 138,584 | $6.2M |
| IFG Advisory, LLC | 0.21% | New | 134,061 | $6.0M |
| BNB Wealth Management, LLC | 3.21% | Reduce -3.0% | 131,984 | $5.9M |
| Vise Technologies, Inc. | 0.07% | Add +2115.2% | 131,648 | $5.9M |
"% of holder's portfolio" is CGUS's weight in each manager's 13F, not the share of Cap Group Core Equity the manager owns.