Cap Group Core EquityCGUSETF
13F holders, Q2 2024 (June 30)246holders +43
46new positions
9sold out
1famous investor
$32.25avg. 13F price*
At the end of Q2 2024, 246 institutions reported holding Cap Group Core Equity (CGUS) in their 13F filings, up 43 from Q1 2024. 46 opened new positions and 9 sold out. The largest holders were Envestnet Asset Management Inc. ($190.0M), LPL Financial LLC ($158.5M) and Capital Group Private Client Services, Inc. ($116.7M). One famous investor held it Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- Cap Group Core Equity
- Filed as
- CAPITAL GROUP CORE EQUITY ET (Q2 2024)
- CUSIP
- 14020V108
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 46 | $52.0M |
| Exits | 9 | $40.7M |
All 13F filers, Q1 2024 → Q2 2024: 13,193,569 shares bought and 2,436,883 shares sold, net +10,756,686 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 246 holders
| Envestnet Asset Management Inc. | 0.07% | Add +28.6% | 5,892,224 | $190.0M |
| LPL Financial LLC | 0.08% | Add +21.9% | 4,913,710 | $158.5M |
| Capital Group Private Client Services, Inc. | 1.17% | Add +9.1% | 3,618,539 | $116.7M |
| Northwestern Mutual Wealth Management Co. | 0.08% | Add +12.3% | 2,474,494 | $79.8M |
| Cetera Investment Advisers | 0.17% | Add +7.1% | 2,339,083 | $75.4M |
| Morgan Stanley | 0.01% | Add +1306.2% | 2,273,259 | $73.3M |
| Raymond James & Associates | 0.05% | Add +43.5% | 2,210,484 | $71.3M |
| Commonwealth Equity Services, LLC | 0.11% | Add +4.6% | 2,072,246 | $66.8M |
| Wells Fargo & Company | 0.01% | Add +20.5% | 1,745,019 | $56.3M |
| Raymond James Financial Services Advisors, Inc. | 0.08% | Add +14.0% | 1,716,830 | $55.4M |
| Cambridge Investment Research Advisors, Inc. | 0.19% | Add +11.2% | 1,580,257 | $51.0M |
| MML Investors Services, LLC | 0.20% | Add +14.9% | 1,541,616 | $49.7M |
| Osaic Holdings, Inc. | 0.11% | Add +35.9% | 1,492,704 | $48.1M |
| Captrust Financial Advisors | 0.13% | Add +1661.5% | 1,227,918 | $39.6M |
| Royal Bank of Canada | 0.01% | Add +22.4% | 1,152,470 | $37.2M |
| Baird Financial Group, Inc. | 0.06% | Add +0.3% | 916,428 | $29.6M |
| Stifel Financial Corp. | 0.03% | Reduce -24.9% | 894,431 | $28.8M |
| Cwm, LLC | 0.13% | Add +9.8% | 838,407 | $27.0M |
| Kestra Advisory Services, LLC | 0.15% | Add +107.6% | 826,369 | $26.7M |
| Midwest Heritage Bank, FSB | 13.04% | Add +10.9% | 800,030 | $25.8M |
| HUB Investment Partners, LLC | 1.19% | Add +21.4% | 764,797 | $24.7M |
| Sei Investments Co. | 0.03% | New | 755,464 | $24.4M |
| Souders Financial Advisors | 3.67% | Add +1.9% | 753,795 | $24.3M |
| Assetmark, Inc. | 0.07% | Add +3.9% | 745,305 | $24.0M |
| UBS Group AG | 0.01% | Add +40.4% | 668,314 | $21.6M |
| NewEdge Advisors, LLC | 0.15% | Add +44.4% | 642,363 | $20.7M |
| Jones Financial Companies LLLP | 0.02% | Add +139.3% | 588,249 | $19.0M |
| Wealth Enhancement Advisory Services, LLC | 0.04% | Reduce -2.1% | 575,939 | $18.6M |
| Private Advisor Group, LLC | 0.11% | Add +32.8% | 487,169 | $15.7M |
| Vantage Financial Partners Ltd., Inc. | 3.65% | Add +20.5% | 455,246 | $14.7M |
| Advisory Services Network, LLC | 0.28% | Add +55.1% | 415,799 | $13.4M |
| D.A. Davidson & Co. | 0.11% | Add +4.7% | 391,616 | $12.6M |
| Strategic Blueprint, LLC | 0.79% | Add +2.6% | 360,703 | $11.6M |
| Orion Porfolio Solutions, LLC | 0.12% | Add +5.9% | 350,706 | $11.3M |
| Orion Portfolio Solutions, LLC | 0.12% | Add +5.9% | 350,706 | $11.3M |
| Envestnet Portfolio Solutions, Inc. | 0.04% | Add +9.1% | 339,631 | $11.0M |
| Vestmark Advisory Solutions, Inc. | 0.45% | Add +15.8% | 330,318 | $10.7M |
| Harbour Investments, Inc. | 0.35% | Reduce -1.2% | 319,939 | $10.3M |
| Sunbelt Securities, Inc. | 0.99% | Add +23.3% | 299,002 | $9.6M |
| Atria Wealth Solutions, Inc. | 0.10% | Add +12.8% | 286,846 | $9.3M |
| Burford Brothers, Inc. | 4.73% | Add +36.5% | 252,094 | $8.1M |
| &partners | 0.36% | Add +3.0% | 251,998 | $8.1M |
| Investment Planning Advisors, Inc. | 4.06% | — | 246,626 | $8.0M |
| Benjamin F. Edwards & Company, Inc. | 0.14% | Add +2.3% | 239,649 | $7.7M |
| Wealthcare Advisory Partners LLC | 0.24% | Add +5.5% | 233,572 | $7.5M |
| FinDec Wealth Services, Inc. | 4.63% | Reduce -4.0% | 227,267 | $7.3M |
| Cary Street Partners Investment Advisory LLC | 0.29% | Reduce -7.7% | 225,792 | $7.3M |
| Essex Financial Services, Inc. | 0.52% | Add +79.6% | 221,048 | $7.1M |
| Valmark Advisers, Inc. | 0.12% | Add +10.6% | 217,031 | $7.0M |
| Old Mission Capital LLC | 0.18% | Reduce -45.9% | 211,934 | $6.8M |
| St Germain D J Co. Inc. | 0.31% | Add +27.0% | 197,589 | $6.4M |
| Bridgewealth Advisory Group, LLC | 2.79% | Add +24.7% | 194,820 | $6.3M |
| AA Financial Advisors, LLC | 2.18% | Add +85.2% | 192,132 | $6.2M |
| Smith, Moore & Co. | 0.64% | Add +1.8% | 190,929 | $6.2M |
| Dynamic Advisor Solutions LLC | 0.19% | New | 185,361 | $6.0M |
| Creative Financial Designs Inc. | 0.52% | Add +51.7% | 179,458 | $5.8M |
| Principal Securities, Inc. | 0.15% | Add +22.5% | 171,419 | $5.5M |
| Gerber Kawasaki Wealth & Investment Management | 0.27% | Add +3.9% | 166,594 | $5.4M |
| Blair William & Co. | 0.01% | Add +14.1% | 132,810 | $4.3M |
| Continuum Advisory, LLC | 0.59% | Add +7.2% | 126,818 | $4.1M |
| Lanark Financial, Inc. | 0.34% | Add +21.2% | 115,446 | $3.7M |
| Truist Financial Corp. | 0.01% | Add +13.9% | 104,259 | $3.4M |
| Barnes Pettey Financial Advisors, LLC | 2.83% | Reduce -3.0% | 101,972 | $3.3M |
| Founders Financial Securities LLC | 0.31% | Add +23.8% | 100,677 | $3.2M |
| Jane Street Group, LLC | 0.00% | New | 95,604 | $3.1M |
| Concourse Financial Group Securities, Inc. | 0.19% | Add +116.3% | 95,284 | $3.1M |
| Sigma Planning Corp | 0.09% | Reduce -16.3% | 90,402 | $2.9M |
| G&S Capital LLC | 1.21% | Reduce -4.7% | 83,805 | $2.8M |
| HighTower Advisors, LLC | 0.00% | Add +13.9% | 85,780 | $2.8M |
| Clear Creek Financial Management, LLC | 0.32% | Add +65.6% | 81,902 | $2.6M |
| Bleakley Financial Group, LLC | 0.07% | Add +0.8% | 76,857 | $2.5M |
| Simplicity Wealth,LLC | 0.06% | Add +0.8% | 76,857 | $2.5M |
| Choreo, LLC | 0.04% | Reduce -0.6% | 73,735 | $2.4M |
| Wintrust Investments LLC | 0.19% | Add +10.3% | 73,226 | $2.4M |
| Ameritas Advisory Services, LLC | 0.09% | Add +34.3% | 72,272 | $2.3M |
| Park Avenue Securities LLC | 0.03% | Add +32.5% | 71,393 | $2.3M |
| Merit Financial Group, LLC | 0.05% | Reduce -35.9% | 69,459 | $2.2M |
| Prospera Financial Services Inc | 0.06% | Add +18.9% | 69,428 | $2.2M |
| Olistico Wealth, LLC | 1.40% | Add +0.0% | 68,210 | $2.2M |
| Aptus Capital Advisors, LLC | 0.04% | Reduce -71.6% | 66,153 | $2.1M |
| Signature Estate & Investment Advisors LLC | 0.05% | New | 61,371 | $2.0M |
| PFG Advisors | 0.13% | Add +372.0% | 59,613 | $1.9M |
| Avantax Advisory Services, Inc. | 0.01% | Add +16.2% | 57,739 | $1.9M |
| Flow Traders U.S. LLC | 0.09% | New | 55,001 | $1.8M |
| Natixis Advisors, LLC | 0.00% | Add +141.2% | 49,118 | $1.6M |
| OneDigital Investment Advisors LLC | 0.02% | Add +32.8% | 47,953 | $1.5M |
| Ashton Thomas Securities, LLC | 0.36% | — | 45,700 | $1.5M |
| Sowell Financial Services LLC | 0.07% | Reduce -0.0% | 45,740 | $1.5M |
| Renaissance Technologies | 0.00% | Reduce -44.2% | 45,000 | $1.5M |
| Lodestone Wealth Management LLC | 0.76% | Add +6.4% | 44,564 | $1.4M |
| KPP Advisory Services LLC | 0.37% | Add +17.3% | 43,003 | $1.4M |
| Great Valley Advisor Group, Inc. | 0.04% | Add +17.8% | 42,647 | $1.4M |
| Woodmont Investment Counsel LLC | 0.11% | Add +41.1% | 40,390 | $1.3M |
| Flputnam Investment Management Co. | 0.02% | New | 39,836 | $1.3M |
| Koshinski Asset Management, Inc. | 0.12% | Add +36.4% | 38,330 | $1.3M |
| WealthCare Investment Partners, LLC | 0.54% | Add +0.3% | 35,799 | $1.2M |
| Investment Advisory Services Inc. /TX | 0.41% | Add +34.8% | 34,718 | $1.1M |
| Meridian Wealth Management, LLC | 0.13% | New | 34,670 | $1.1M |
| Townsquare Capital LLC | 0.02% | New | 34,627 | $1.1M |
| Premier Path Wealth Partners, LLC | 0.19% | New | 34,479 | $1.1M |
"% of holder's portfolio" is CGUS's weight in each manager's 13F, not the share of Cap Group Core Equity the manager owns.