Cap Group Core EquityCGUSETF
13F holders, Q1 2024 (March 31)203holders
2famous investors
$31.16avg. 13F price*
At the end of Q1 2024, 203 institutions reported holding Cap Group Core Equity (CGUS) in their 13F filings. The largest holders were Envestnet Asset Management Inc. ($142.7M), LPL Financial LLC ($125.6M) and Capital Group Private Client Services, Inc. ($103.3M). 2 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Cap Group Core Equity
- Filed as
- CAPITAL GROUP CORE EQUITY ET (Q1 2024)
- CUSIP
- 14020V108
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 33 | $27.7M |
| Exits | 9 | $11.4M |
Ownership 203 holders
| Envestnet Asset Management Inc. | 0.05% | Add +9.2% | 4,580,495 | $142.7M |
| LPL Financial LLC | 0.07% | Add +37.7% | 4,029,984 | $125.6M |
| Capital Group Private Client Services, Inc. | 1.05% | Add +3.2% | 3,316,695 | $103.3M |
| Northwestern Mutual Wealth Management Co. | 0.07% | Add +23.1% | 2,204,326 | $68.7M |
| Cetera Investment Advisers | 0.16% | Add +196.8% | 2,183,823 | $68.0M |
| Commonwealth Equity Services, LLC | 0.10% | Add +21.9% | 1,980,602 | $61.7M |
| Raymond James & Associates | 0.03% | Add +46.4% | 1,540,432 | $48.0M |
| Raymond James Financial Services Advisors, Inc. | 0.07% | Add +1.6% | 1,505,561 | $46.9M |
| Wells Fargo & Company | 0.01% | Add +20.4% | 1,447,676 | $45.1M |
| Cambridge Investment Research Advisors, Inc. | 0.17% | Add +8.0% | 1,421,771 | $44.3M |
| MML Investors Services, LLC | 0.17% | Add +5.4% | 1,341,589 | $41.8M |
| Stifel Financial Corp. | 0.04% | Add +181.1% | 1,191,170 | $37.1M |
| Osaic Holdings, Inc. | 0.08% | Reduce -40.9% | 1,098,537 | $34.2M |
| Royal Bank of Canada | 0.01% | Add +37.3% | 941,492 | $29.3M |
| Baird Financial Group, Inc. | 0.06% | Add +2.2% | 913,534 | $28.5M |
| Cwm, LLC | 0.12% | Add +517.4% | 763,794 | $23.8M |
| Souders Financial Advisors | 3.64% | Add +2.8% | 739,622 | $23.0M |
| Midwest Heritage Bank, FSB | 11.83% | Add +16.4% | 721,613 | $22.5M |
| Assetmark, Inc. | 0.07% | Reduce -1.7% | 717,511 | $22.4M |
| HUB Investment Partners, LLC | 1.09% | Add +1973.9% | 629,922 | $19.6M |
| Wealth Enhancement Advisory Services, LLC | 0.05% | Add +1.2% | 588,264 | $18.3M |
| Summit Investment Advisory Services, LLC | 10.54% | Reduce -4.3% | 571,128 | $17.8M |
| UBS Group AG | 0.00% | Add +25.7% | 476,149 | $14.8M |
| NewEdge Advisors, LLC | 0.12% | Add +81.3% | 444,884 | $13.9M |
| Kestra Advisory Services, LLC | 0.08% | Add +19.2% | 398,060 | $12.4M |
| Old Mission Capital LLC | 0.30% | New | 391,879 | $12.2M |
| Vantage Financial Partners Ltd., Inc. | 3.07% | Add +9.1% | 377,819 | $11.8M |
| D.A. Davidson & Co. | 0.11% | Add +28.4% | 374,219 | $11.7M |
| Private Advisor Group, LLC | 0.08% | Add +25.7% | 366,986 | $11.4M |
| Strategic Blueprint, LLC | 0.78% | Add +9.3% | 351,533 | $11.0M |
| Orion Porfolio Solutions, LLC | 0.11% | Add +18.6% | 331,264 | $10.3M |
| Orion Portfolio Solutions, LLC | 0.11% | Add +18.6% | 331,264 | $10.3M |
| Harbour Investments, Inc. | 0.36% | Add +5.6% | 323,855 | $10.1M |
| Lincoln National Corp. | 0.16% | Add +25.3% | 322,800 | $10.1M |
| Janney Montgomery Scott LLC | 0.03% | Add +23.8% | 312,680 | $9.7M |
| Envestnet Portfolio Solutions, Inc. | 0.04% | Add +13.0% | 311,362 | $9.7M |
| Vestmark Advisory Solutions, Inc. | 0.38% | Add +18.1% | 285,142 | $8.9M |
| Advisory Services Network, LLC | 0.19% | Add +10.0% | 268,123 | $8.4M |
| Atria Wealth Solutions, Inc. | 0.09% | Add +18.1% | 254,250 | $7.9M |
| Jones Financial Companies LLLP | 0.01% | Add +134.9% | 245,874 | $7.7M |
| Cary Street Partners Investment Advisory LLC | 0.32% | Add +0.5% | 244,504 | $7.6M |
| &partners | 1.05% | Add +15.4% | 244,578 | $7.6M |
| Sunbelt Securities, Inc. | 0.84% | Add +44.9% | 242,525 | $7.6M |
| FinDec Wealth Services, Inc. | 4.63% | Reduce -0.9% | 236,636 | $7.4M |
| Benjamin F. Edwards & Company, Inc. | 0.13% | Reduce -0.6% | 234,264 | $7.3M |
| Aptus Capital Advisors, LLC | 0.16% | Add +9.4% | 233,071 | $7.3M |
| Wealthcare Advisory Partners LLC | 0.23% | Reduce -2.8% | 221,288 | $6.9M |
| Valmark Advisers, Inc. | 0.11% | Add +28.1% | 196,238 | $6.1M |
| Smith, Moore & Co. | 0.62% | Add +24.3% | 187,586 | $5.8M |
| Burford Brothers, Inc. | 3.78% | Add +21.0% | 184,708 | $5.8M |
| Morgan Stanley | 0.00% | Add +2225.4% | 161,661 | $5.0M |
| Gerber Kawasaki Wealth & Investment Management | 0.27% | Reduce -2.9% | 160,276 | $5.0M |
| Bridgewealth Advisory Group, LLC | 2.38% | Add +171.8% | 156,243 | $4.9M |
| St Germain D J Co. Inc. | 0.24% | Add +2.8% | 155,599 | $4.8M |
| Faithward Advisors, LLC | 0.81% | Reduce -0.7% | 142,644 | $4.4M |
| Principal Securities, Inc. | 0.14% | Add +65.1% | 139,962 | $4.4M |
| AFS Financial Group, LLC | 16.38% | Add +171.7% | 124,868 | $3.9M |
| Essex Financial Services, Inc. | 0.35% | Add +7.0% | 123,077 | $3.8M |
| Continuum Advisory, LLC | 0.55% | Add +45.2% | 118,319 | $3.7M |
| Creative Financial Designs Inc. | 0.35% | Add +3.5% | 118,295 | $3.7M |
| Blair William & Co. | 0.01% | Add +24.3% | 116,386 | $3.6M |
| Sigma Planning Corp | 0.11% | Add +143.3% | 108,017 | $3.4M |
| Merit Financial Group, LLC | 0.08% | Reduce -0.5% | 108,298 | $3.3M |
| Barnes Pettey Financial Advisors, LLC | 2.83% | No change | 105,130 | $3.3M |
| AA Financial Advisors, LLC | 1.30% | Add +22.2% | 103,745 | $3.2M |
| Lanark Financial, Inc. | 0.28% | Add +71.0% | 95,245 | $3.0M |
| Truist Financial Corp. | 0.00% | Reduce -7.0% | 91,520 | $2.9M |
| G&S Capital LLC | 1.22% | Reduce -26.7% | 87,942 | $2.7M |
| Founders Financial Securities LLC | 0.27% | Add +34.9% | 81,356 | $2.5M |
| Renaissance Technologies | 0.00% | Reduce -56.5% | 80,700 | $2.5M |
| Bleakley Financial Group, LLC | 0.07% | Add +0.8% | 76,212 | $2.4M |
| Simplicity Wealth,LLC | 0.06% | New | 76,212 | $2.4M |
| HighTower Advisors, LLC | 0.00% | Add +220.6% | 75,317 | $2.3M |
| Choreo, LLC | 0.06% | Reduce -0.1% | 74,166 | $2.3M |
| Captrust Financial Advisors | 0.01% | Add +17.8% | 69,709 | $2.2M |
| Olistico Wealth, LLC | 1.53% | No change | 68,200 | $2.1M |
| Wintrust Investments LLC | 0.18% | Add +5.3% | 66,405 | $2.1M |
| Prospera Financial Services Inc | 0.05% | Add +61.0% | 58,401 | $1.8M |
| Cedar Brook Financial Partners, LLC | 0.35% | Add +2.1% | 56,751 | $1.8M |
| Park Avenue Securities LLC | 0.02% | Add +11.9% | 53,874 | $1.7M |
| Procyon Advisors, LLC | 0.13% | Reduce -62.6% | 52,712 | $1.6M |
| Ameritas Advisory Services, LLC | 0.07% | Add +286.8% | 53,807 | $1.6M |
| Avantax Advisory Services, Inc. | 0.01% | Add +74.8% | 49,678 | $1.5M |
| Clear Creek Financial Management, LLC | 0.20% | New | 49,459 | $1.5M |
| Sowell Financial Services LLC | 0.07% | New | 45,755 | $1.4M |
| Concourse Financial Group Securities, Inc. | 0.09% | Add +4.7% | 44,047 | $1.4M |
| Lodestone Wealth Management LLC | 0.68% | Add +8.3% | 41,886 | $1.3M |
| KPP Advisory Services LLC | 0.31% | New | 36,654 | $1.1M |
| Great Valley Advisor Group, Inc. | 0.03% | Add +11.5% | 36,216 | $1.1M |
| OneDigital Investment Advisors LLC | 0.02% | Add +3.0% | 36,119 | $1.1M |
| WealthCare Investment Partners, LLC | 0.54% | No change | 35,711 | $1.1M |
| Lantz Financial LLC | 0.31% | Add +5.2% | 31,097 | $969K |
| 180 Wealth Advisors, LLC | 0.17% | Add +7.7% | 30,692 | $956K |
| GTS Securities LLC | 0.02% | New | 29,497 | $919K |
| Armstrong, Fleming & Moore, Inc | 0.63% | Add +18.6% | 29,284 | $912K |
| Baker Tilly Wealth Management, LLC | 0.16% | Add +16.5% | 28,770 | $896K |
| Woodmont Investment Counsel LLC | 0.08% | Add +88.8% | 28,616 | $892K |
| Sittner & Nelson, LLC | 0.45% | Add +35.3% | 28,565 | $890K |
| Rockport Wealth LLC | 0.59% | — | 28,253 | $880K |
| Koshinski Asset Management, Inc. | 0.09% | New | 28,104 | $876K |
| Mayflower Financial Advisors, LLC | 0.15% | Add +282.1% | 28,069 | $875K |
| Citadel Advisors | 0.00% | Add +85.8% | 26,745 | $833K |
| WR Wealth Planners, LLC | 0.26% | New | 26,662 | $831K |
| Investment Advisory Services Inc. /TX | 0.29% | Add +7.4% | 25,760 | $803K |
| EverSource Wealth Advisors, LLC | 0.06% | Add +19.4% | 26,464 | $795K |
| Allworth Financial LP | 0.01% | Add +454.0% | 25,394 | $791K |
| First Heartland Consultants, Inc. | 0.08% | Reduce -2.0% | 25,269 | $787K |
| Nations Financial Group Inc, /Ia/ | 0.06% | Add +17.5% | 24,372 | $759K |
| Global Retirement Partners, LLC | 0.03% | Add +21.8% | 23,084 | $719K |
| Belpointe Asset Management LLC | 0.05% | Add +8.5% | 22,927 | $714K |
| Seamount Financial Group Inc. | 0.63% | Add +34.6% | 22,889 | $713K |
| CWS Financial Advisors, LLC | 0.29% | Reduce -1.3% | 22,683 | $707K |
| Capital International Investors | 0.00% | Reduce -0.2% | 22,202 | $692K |
| Swisher Financial Concepts, Inc. | 0.60% | Add +24.1% | 22,224 | $686K |
| Latitude Advisors, LLC | 0.43% | Add +36.6% | 21,957 | $684K |
| HRT Financial LP | 0.00% | New | 21,891 | $682K |
| Oppenheimer & Co. Inc. | 0.01% | Add +1.1% | 20,500 | $639K |
| Natixis Advisors, LLC | 0.00% | Add +73.8% | 20,363 | $635K |
| Creative Planning | 0.00% | Add +0.2% | 20,332 | $634K |
| Wedbush Securities Inc. | 0.02% | Add +15.1% | 19,329 | $602K |
| LongView Wealth Management | 0.23% | Add +23.9% | 18,992 | $592K |
| Raymond James Trust N.A. | 0.01% | Add +56.5% | 18,803 | $586K |
| Tempus Wealth Planning, LLC | 0.24% | Add +108.9% | 17,791 | $554K |
| Beacon Financial Advisory LLC | 0.27% | Add +13.4% | 17,778 | $554K |
| Equitable Holdings, Inc. | 0.01% | New | 17,585 | $548K |
| Patriot Financial Group Insurance Agency, LLC | 0.09% | Add +14.6% | 17,447 | $544K |
| Bill Few Associates, Inc. | 0.22% | Add +5.3% | 17,442 | $543K |
| Rothschild Investment LLC | 0.04% | Add +0.0% | 16,887 | $526K |
| Ascent Group, LLC | 0.05% | Reduce -2.6% | 16,506 | $514K |
| Hunter Associates Investment Management LLC | 0.09% | Reduce -9.1% | 16,300 | $508K |
| Everpar Advisors LLC | 0.31% | Add +0.9% | 16,256 | $507K |
| TKG Advisors, LLC | 0.28% | Reduce -30.5% | 16,059 | $500K |
| Kingsview Wealth Management, LLC | 0.01% | New | 15,045 | $469K |
| Cerity Partners LLC | 0.00% | Add +7.6% | 14,898 | $464K |
| Silverlake Wealth Management LLC | 0.22% | Reduce -11.5% | 14,029 | $437K |
| Cravens & Co Advisors, LLC | 0.35% | Reduce -4.5% | 13,701 | $427K |
| Prime Capital Investment Advisors, LLC | 0.01% | Add +3.8% | 13,632 | $425K |
| Delta Financial Group, Inc. | 0.12% | Add +87.6% | 13,481 | $420K |
| Moloney Securities Asset Management, LLC | 0.06% | Add +2.2% | 13,072 | $407K |
| Uptick Partners, LLC | 0.30% | Reduce -10.5% | 12,824 | $400K |
| HBW Advisory Services LLC | 0.07% | No change | 14,110 | $399K |
| PFG Advisors | 0.03% | New | 12,630 | $394K |
| Lynch & Associates | 0.09% | Add +28.4% | 12,591 | $392K |
| Cypress Capital, LLC | 0.11% | Add +11.9% | 12,532 | $390K |
| Mutual Advisors, LLC | 0.01% | Reduce -9.0% | 12,434 | $387K |
| Independent Wealth Network Inc. | 0.17% | New | 11,864 | $370K |
| Axxcess Wealth Management, LLC | 0.01% | Add +20.6% | 11,660 | $363K |
| CapWealth Advisors, LLC | 0.04% | Reduce -0.5% | 11,474 | $358K |
| HFG Advisors, Inc. | 0.31% | New | 11,225 | $350K |
| High Falls Advisors, Inc | 0.09% | No change | 11,049 | $344K |
| Integrated Wealth Concepts LLC | 0.01% | Add +1.8% | 10,994 | $343K |
| Octavia Wealth Advisors, LLC | 0.05% | Reduce -2.8% | 10,855 | $339K |
| tru Independence LLC | 0.10% | Add +5.4% | 10,830 | $337K |
| Cornerstone Wealth Management, LLC | 0.03% | No change | 10,506 | $327K |
| Beacon Financial Group | 0.04% | New | 10,352 | $323K |
| Independent Financial Group, LLC | 0.01% | Reduce -4.6% | 10,232 | $319K |
| Nwam LLC | 0.03% | Add +32.1% | 10,257 | $318K |
| ICA Group Wealth Management, LLC | 0.06% | Reduce -0.0% | 10,126 | $316K |
| DAVENPORT & Co LLC | 0.00% | Add +33.0% | 9,995 | $311K |
| Total Clarity Wealth Management, Inc. | 0.11% | New | 9,817 | $306K |
| Mgo One Seven LLC | 0.02% | New | 9,583 | $299K |
| Capital Analysts, LLC | 0.01% | Reduce -2.2% | 9,563 | $298K |
| National Wealth Management Group, LLC | 0.23% | Reduce -0.5% | 9,534 | $297K |
| Confluence Wealth Services, Inc. | 0.03% | New | 9,526 | $297K |
| Signature Resources Capital Management, LLC | 0.28% | No change | 10,475 | $296K |
| Investmark Advisory Group LLC | 0.16% | Add +0.0% | 9,286 | $289K |
| Harmony Asset Management LLC | 0.11% | New | 8,750 | $273K |
| Hoylecohen, LLC | 0.02% | No change | 8,599 | $268K |
| Arkadios Wealth Advisors | 0.02% | No change | 8,542 | $266K |
| Householder Group Estate & Retirement Specialist, LLC | 0.08% | No change | 8,469 | $264K |
| Detalus Advisors, LLC | 0.09% | No change | 8,416 | $262K |
| Visionary Wealth Advisors | 0.02% | Add +3.1% | 8,298 | $259K |
| World Investment Advisors | 0.04% | New | 7,688 | $246K |
| Kestra Private Wealth Services, LLC | 0.01% | New | 7,675 | $239K |
| Titleist Asset Management, LLC | 0.04% | New | 7,667 | $239K |
| Trueblood Wealth Management, LLC | 0.13% | New | 7,368 | $230K |
| Advance Capital Management, Inc. | 0.02% | New | 7,363 | $229K |
| VestGen Investment Management | 0.07% | Reduce -6.0% | 7,295 | $227K |
| KOM Wealth Management Group, LLC | 0.22% | New | 7,139 | $222K |
| Venture Visionary Partners LLC | 0.01% | No change | 7,088 | $221K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +6.2% | 6,769 | $211K |
| Balboa Wealth Partners | 0.07% | New | 6,718 | $209K |
| AdvisorNet Financial, Inc | 0.02% | Add +81.8% | 6,716 | $209K |
| Private Trust Co. NA | 0.02% | Add +43.3% | 6,617 | $206K |
| First Horizon Advisors, Inc. | 0.01% | Reduce -5.0% | 6,510 | $203K |
| Mark Sheptoff Financial Planning, LLC | 0.11% | Add +16.1% | 6,140 | $191K |
| Crewe Advisors LLC | 0.01% | New | 3,790 | $118K |
| Northwest Capital Management Inc | 0.03% | No change | 3,134 | $98K |
| CIBC Private Wealth Group LLC | 0.00% | New | 2,770 | $86K |
| Mather Group, Llc. | 0.00% | New | 2,611 | $74K |
| CoreCap Advisors, LLC | 0.00% | New | 2,191 | $68K |
| Larson Financial Group LLC | 0.00% | No change | 2,035 | $63K |
| Clear Investment Research, LLC | 0.07% | New | 1,751 | $55K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -73.9% | 1,593 | $50K |
| Financial Perspectives, Inc | 0.02% | No change | 1,541 | $48K |
| Winch Advisory Services, LLC | 0.01% | No change | 1,178 | $37K |
| Comerica Bank | 0.00% | Add +83.3% | 1,100 | $34K |
| IFP Advisors, Inc | 0.00% | Add +0.4% | 1,016 | $32K |
| IAG Wealth Partners, LLC | 0.00% | No change | 355 | $11K |
| Penserra Capital Management LLC | 0.00% | New | 249 | $7K |
| First Pacific Financial | 0.00% | Reduce -77.2% | 53 | $2K |
| Bank of America Corp. | 0.00% | New | 6 | $187 |
| Gradient Investments LLC | 0.00% | No change | 2 | $62 |
"% of holder's portfolio" is CGUS's weight in each manager's 13F, not the share of Cap Group Core Equity the manager owns.