Cap Group Core EquityCGUSETF
13F holders, Q3 2024 (September 30)260holders +14
29new positions
12sold out
1famous investor
$34.26avg. 13F price*
At the end of Q3 2024, 260 institutions reported holding Cap Group Core Equity (CGUS) in their 13F filings, up 14 from Q2 2024. 29 opened new positions and 12 sold out. The largest holders were Envestnet Asset Management Inc. ($228.8M), LPL Financial LLC ($228.6M) and Capital Group Private Client Services, Inc. ($128.8M). 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 (Q3 2024)
- CUSIP
- 14020V108
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 29 | $56.4M |
| Exits | 12 | $5.0M |
All 13F filers, Q2 2024 → Q3 2024: 11,449,682 shares bought and 1,273,747 shares sold, net +10,175,935 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 260 holders
| Envestnet Asset Management Inc. | 0.07% | Add +13.3% | 6,673,423 | $228.8M |
| LPL Financial LLC | 0.10% | Add +35.7% | 6,668,760 | $228.6M |
| Capital Group Private Client Services, Inc. | 1.23% | Add +3.9% | 3,758,100 | $128.8M |
| Morgan Stanley | 0.01% | Add +33.5% | 3,034,717 | $104.0M |
| Cetera Investment Advisers | 0.20% | Add +14.0% | 2,666,006 | $91.4M |
| Raymond James & Associates | 0.05% | Add +18.2% | 2,611,991 | $89.5M |
| Northwestern Mutual Wealth Management Co. | 0.08% | Add +1.1% | 2,502,297 | $85.8M |
| Commonwealth Equity Services, LLC | 0.12% | Add +13.2% | 2,345,215 | $80.4M |
| Wells Fargo & Company | 0.02% | Add +21.8% | 2,125,585 | $72.9M |
| Cambridge Investment Research Advisors, Inc. | 0.21% | Add +14.0% | 1,801,958 | $61.8M |
| Raymond James Financial Services Advisors, Inc. | 0.08% | Add +0.4% | 1,723,233 | $59.1M |
| MML Investors Services, LLC | 0.21% | Add +9.2% | 1,684,062 | $57.7M |
| Osaic Holdings, Inc. | 0.12% | Add +4.3% | 1,557,393 | $53.4M |
| Captrust Financial Advisors | 0.16% | Add +24.8% | 1,532,985 | $52.6M |
| Royal Bank of Canada | 0.01% | Add +13.9% | 1,312,339 | $45.0M |
| Bank of America Corp. | 0.00% | Add +3664.2% | 1,171,349 | $40.2M |
| Jones Financial Companies LLLP | 0.04% | Add +81.8% | 1,069,637 | $36.7M |
| Kestra Advisory Services, LLC | 0.20% | Add +28.3% | 1,060,121 | $36.3M |
| Baird Financial Group, Inc. | 0.06% | Add +4.2% | 954,931 | $32.7M |
| Stifel Financial Corp. | 0.03% | Reduce -4.9% | 850,999 | $29.2M |
| Private Advisor Group, LLC | 0.18% | Add +72.7% | 841,503 | $28.9M |
| Sei Investments Co. | 0.04% | Add +9.0% | 823,341 | $28.2M |
| Midwest Heritage Bank, FSB | 12.96% | Add +1.0% | 808,005 | $27.7M |
| NewEdge Advisors, LLC | 0.17% | Add +20.6% | 774,464 | $26.5M |
| Assetmark, Inc. | 0.07% | Add +0.6% | 749,775 | $25.7M |
| Souders Financial Advisors | 3.57% | Reduce -0.9% | 747,042 | $25.6M |
| UBS Group AG | 0.01% | Add +8.8% | 727,210 | $24.9M |
| HUB Investment Partners, LLC | 1.01% | Reduce -12.1% | 671,933 | $23.0M |
| Summit Investment Advisory Services, LLC | 10.97% | New | 603,469 | $20.7M |
| Wealth Enhancement Advisory Services, LLC | 0.04% | Reduce -2.3% | 562,662 | $19.3M |
| Strategic Blueprint, LLC | 0.90% | Add +16.5% | 420,136 | $14.4M |
| D.A. Davidson & Co. | 0.12% | Add +5.1% | 411,510 | $14.1M |
| Advisory Services Network, LLC | 0.28% | No change | 415,799 | $13.4M |
| Harbour Investments, Inc. | 0.40% | Add +21.2% | 387,704 | $13.3M |
| Envestnet Portfolio Solutions, Inc. | 0.04% | Add +4.6% | 355,151 | $12.2M |
| Vestmark Advisory Solutions, Inc. | 0.45% | Add +6.9% | 353,123 | $12.1M |
| Janney Montgomery Scott LLC | 0.03% | New | 352,648 | $12.1M |
| Orion Porfolio Solutions, LLC | 0.11% | Reduce -5.6% | 331,085 | $11.3M |
| Orion Portfolio Solutions, LLC | 0.11% | Reduce -5.6% | 331,085 | $11.3M |
| Atria Wealth Solutions, Inc. | 0.12% | Add +14.1% | 327,415 | $11.2M |
| Cwm, LLC | 0.05% | Reduce -61.5% | 322,525 | $11.1M |
| Burford Brothers, Inc. | 5.60% | Add +24.4% | 313,474 | $10.7M |
| Benjamin Edwards Inc. | 0.14% | New | 272,971 | $9.4M |
| AA Financial Advisors, LLC | 2.66% | Add +39.3% | 267,581 | $9.2M |
| Jane Street Group, LLC | 0.01% | Add +163.1% | 251,534 | $8.6M |
| Cary Street Partners Investment Advisory LLC | 0.31% | Add +10.0% | 248,464 | $8.5M |
| St Germain D J Co. Inc. | 0.39% | Add +25.6% | 248,207 | $8.5M |
| Sunbelt Securities, Inc. | 0.83% | Reduce -17.3% | 247,350 | $8.5M |
| &partners | 0.16% | Reduce -2.1% | 246,581 | $8.5M |
| Valmark Advisers, Inc. | 0.12% | Add +7.0% | 232,331 | $8.0M |
| Investment Planning Advisors, Inc. | 4.06% | No change | 246,626 | $8.0M |
| Wealthcare Advisory Partners LLC | 0.22% | Reduce -1.5% | 230,167 | $7.9M |
| FinDec Wealth Services, Inc. | 4.55% | Add +0.6% | 228,715 | $7.8M |
| Bridgewealth Advisory Group, LLC | 2.84% | Add +16.7% | 227,341 | $7.8M |
| Essex Financial Services, Inc. | 0.56% | Add +0.6% | 222,462 | $7.7M |
| Dynamic Advisor Solutions LLC | 0.20% | Add +6.2% | 196,821 | $6.7M |
| Smith, Moore & Co. | 0.64% | Add +2.0% | 194,711 | $6.7M |
| Principal Securities, Inc. | 0.16% | Add +10.6% | 189,645 | $6.5M |
| Creative Financial Designs Inc. | 0.53% | Add +1.5% | 182,145 | $6.2M |
| Gerber Kawasaki Wealth & Investment Management | 0.26% | Add +0.1% | 166,754 | $5.7M |
| Blair William & Co. | 0.02% | Add +14.3% | 151,847 | $5.2M |
| Old Mission Capital LLC | 0.11% | Reduce -33.8% | 140,328 | $4.8M |
| Lanark Financial, Inc. | 0.38% | Add +14.8% | 132,557 | $4.5M |
| Cannon Wealth Management Services, LLC | 4.12% | — | 131,452 | $4.5M |
| Continuum Advisory, LLC | 0.55% | Reduce -3.5% | 122,317 | $4.3M |
| Transcendent Capital Group LLC | 2.14% | Add +866.3% | 121,653 | $4.2M |
| Truist Financial Corp. | 0.01% | Add +13.9% | 118,716 | $4.1M |
| Western Wealth Management, LLC | 0.23% | Add +561.6% | 116,511 | $4.0M |
| Smartleaf Asset Management LLC | 0.48% | New | 115,221 | $3.9M |
| Concourse Financial Group Securities, Inc. | 0.22% | Add +12.2% | 106,887 | $3.7M |
| Founders Financial Securities LLC | 0.33% | Add +4.5% | 105,228 | $3.6M |
| Barnes Pettey Financial Advisors, LLC | 2.76% | Reduce -1.2% | 100,772 | $3.5M |
| HighTower Advisors, LLC | 0.00% | Add +10.3% | 94,598 | $3.2M |
| Clear Creek Financial Management, LLC | 0.34% | Add +7.6% | 88,146 | $3.0M |
| G&S Capital LLC | 1.18% | Reduce -2.4% | 81,788 | $2.8M |
| PFG Advisors | 0.17% | Add +32.8% | 79,139 | $2.7M |
| Bleakley Financial Group, LLC | 0.08% | Add +1.0% | 77,631 | $2.7M |
| Park Avenue Securities LLC | 0.03% | Add +5.7% | 75,484 | $2.6M |
| Choreo, LLC | 0.04% | Add +2.5% | 75,573 | $2.6M |
| Prospera Financial Services Inc | 0.06% | Add +1.4% | 70,390 | $2.4M |
| Merit Financial Group, LLC | 0.05% | Add +0.6% | 69,900 | $2.4M |
| Olistico Wealth, LLC | 1.43% | Add +0.0% | 68,220 | $2.3M |
| Signature Estate & Investment Advisors LLC | 0.05% | Add +11.1% | 68,165 | $2.3M |
| Natixis Advisors, LLC | 0.00% | Add +34.9% | 66,251 | $2.3M |
| Avantax Advisory Services, Inc. | 0.01% | Add +13.6% | 65,587 | $2.2M |
| Renaissance Technologies | 0.00% | Add +42.9% | 64,300 | $2.2M |
| Aptus Capital Advisors, LLC | 0.03% | Reduce -4.2% | 63,373 | $2.2M |
| Kingswood Wealth Advisors, LLC | 0.15% | Add +653.9% | 63,090 | $2.2M |
| Crewe Advisors LLC | 0.25% | Add +214.7% | 62,176 | $2.1M |
| Woodmont Investment Counsel LLC | 0.16% | Add +52.8% | 61,701 | $2.1M |
| Lodestone Wealth Management LLC | 1.05% | Add +37.2% | 61,132 | $2.1M |
| Great Valley Advisor Group, Inc. | 0.05% | Add +37.6% | 58,665 | $2.0M |
| KMG Fiduciary Partners, LLC | 0.15% | New | 50,740 | $1.7M |
| SpiderRock Advisors, LLC | 0.03% | New | 47,500 | $1.6M |
| Ashton Thomas Securities, LLC | 0.31% | Add +2.2% | 46,700 | $1.6M |
| Ameritas Advisory Services, LLC | 0.07% | Reduce -35.9% | 46,330 | $1.6M |
| OneDigital Investment Advisors LLC | 0.02% | Reduce -5.5% | 45,319 | $1.6M |
| Sowell Financial Services LLC | 0.07% | Reduce -2.6% | 44,538 | $1.5M |
| Capital Management Associates, Inc | 0.62% | Add +76.6% | 44,048 | $1.5M |
| Sittner & Nelson, LLC | 0.67% | Add +42.8% | 43,627 | $1.5M |
| Mutual Advisors, LLC | 0.04% | Add +115.8% | 43,254 | $1.5M |
| KPP Advisory Services LLC | 0.35% | Reduce -1.0% | 42,573 | $1.5M |
| Seamount Financial Group Inc. | 1.07% | Add +25.8% | 41,341 | $1.4M |
| Koshinski Asset Management, Inc. | 0.12% | Add +6.4% | 40,785 | $1.4M |
| Flputnam Investment Management Co. | 0.02% | Reduce -5.0% | 37,861 | $1.3M |
| LongView Wealth Management | 0.41% | Add +84.4% | 37,735 | $1.3M |
| Investment Advisory Services Inc. /TX | 0.45% | Add +7.8% | 37,415 | $1.3M |
| Tempus Wealth Planning, LLC | 0.47% | Add +31.3% | 37,292 | $1.3M |
| Townsquare Capital LLC | 0.02% | Add +6.8% | 36,976 | $1.3M |
| WR Wealth Planners, LLC | 0.35% | Add +10.6% | 36,836 | $1.3M |
| Global Retirement Partners, LLC | 0.04% | Add +14.4% | 36,673 | $1.3M |
| Swisher Financial Concepts, Inc. | 0.77% | Add +18.0% | 36,218 | $1.2M |
| WealthCare Investment Partners, LLC | 0.54% | Add +0.5% | 35,985 | $1.2M |
| Mayflower Financial Advisors, LLC | 0.18% | Add +8.6% | 35,312 | $1.2M |
| Meridian Wealth Management, LLC | 0.06% | Add +1.2% | 35,099 | $1.2M |
| Norden Group LLC | 0.14% | New | 35,035 | $1.2M |
| Lantz Financial LLC | 0.33% | Add +8.2% | 35,027 | $1.2M |
| Premier Path Wealth Partners, LLC | 0.19% | No change | 34,479 | $1.2M |
| Capital International Investors | 0.00% | Add +149.1% | 33,354 | $1.1M |
| Equitable Holdings, Inc. | 0.01% | Add +19.4% | 32,946 | $1.1M |
| Armstrong, Fleming & Moore, Inc | 0.65% | Add +14.6% | 32,710 | $1.1M |
| Concurrent Investment Advisors, LLC | 0.03% | Add +18.4% | 31,971 | $1.1M |
| 180 Wealth Advisors, LLC | 0.17% | Add +0.3% | 31,664 | $1.1M |
| Latitude Advisors, LLC | 0.59% | Add +1.5% | 30,619 | $1.0M |
| Nations Financial Group Inc, /Ia/ | 0.08% | Add +9.8% | 30,598 | $1.0M |
| CWS Financial Advisors, LLC | 0.36% | Add +12.2% | 29,868 | $1.0M |
| Balentine LLC | 0.04% | Add +52.9% | 29,107 | $998K |
| Faithward Advisors, LLC | 0.17% | Add +36.0% | 28,482 | $976K |
| First Heartland Consultants, Inc. | 0.09% | Reduce -1.7% | 25,553 | $876K |
| EverSource Wealth Advisors, LLC | 0.05% | Add +0.0% | 24,938 | $855K |
| Independent Financial Group, LLC | 0.03% | Add +11.2% | 24,936 | $855K |
| Cullen/Frost Bankers, Inc. | 0.01% | Add +47.7% | 24,858 | $852K |
| Allworth Financial LP | 0.01% | No change | 24,337 | $834K |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +38.3% | 24,055 | $825K |
| Belpointe Asset Management LLC | 0.05% | No change | 23,716 | $813K |
| Cerity Partners LLC | 0.00% | Add +57.9% | 23,551 | $807K |
| GTS Securities LLC | 0.02% | Add +41.0% | 23,384 | $802K |
| Beacon Financial Advisory LLC | 0.26% | Add +16.6% | 22,534 | $772K |
| Patriot Financial Group Insurance Agency, LLC | 0.10% | Add +10.8% | 22,493 | $771K |
| Carolinas Wealth Consulting LLC | 0.14% | Add +0.3% | 22,093 | $759K |
| Sanctuary Advisors, LLC | 0.00% | Add +62.7% | 20,348 | $713K |
| Independent Wealth Network Inc. | 0.31% | Add +22.1% | 20,589 | $706K |
| Susquehanna International Group, LLP | 0.00% | New | 20,498 | $703K |
| Householder Group Estate & Retirement Specialist, LLC | 0.20% | Add +78.7% | 20,428 | $700K |
| Raymond James Trust N.A. | 0.02% | No change | 20,412 | $700K |
| Creative Planning | 0.00% | Add +0.1% | 20,387 | $699K |
| Cozad Asset Management Inc. | 0.06% | Add +134.4% | 19,773 | $678K |
| Signature Resources Capital Management, LLC | 0.61% | Add +11.7% | 19,565 | $671K |
| Moloney Securities Asset Management, LLC | 0.09% | Add +2.1% | 19,318 | $662K |
| Procyon Advisors, LLC | 0.05% | Reduce -0.8% | 19,111 | $655K |
| Axxcess Wealth Management, LLC | 0.02% | Add +41.8% | 19,076 | $654K |
| Kestra Private Wealth Services, LLC | 0.01% | Add +48.8% | 18,711 | $641K |
| Smith Thornton Advisors LLC | 0.41% | Add +58.3% | 18,382 | $630K |
| Trueblood Wealth Management, LLC | 0.31% | Add +40.9% | 18,116 | $621K |
| HBW Advisory Services LLC | 0.09% | Add +37.0% | 18,049 | $619K |
| Integrated Wealth Concepts LLC | 0.01% | Add +28.3% | 17,887 | $613K |
| Bill Few Associates, Inc. | 0.22% | Reduce -0.3% | 17,777 | $609K |
| Lynch & Associates | 0.13% | Add +14.5% | 17,325 | $594K |
| World Investment Advisors | 0.02% | Add +119.1% | 17,291 | $593K |
| Rothschild Investment LLC | 0.04% | No change | 16,887 | $579K |
| Ascent Group, LLC | 0.04% | Add +0.6% | 16,625 | $570K |
| Everpar Advisors LLC | 0.29% | Reduce -4.2% | 16,436 | $563K |
| Hunter Associates Investment Management LLC | 0.09% | No change | 16,300 | $559K |
| Delta Financial Group, Inc. | 0.20% | Add +4.6% | 15,983 | $548K |
| Wedbush Securities Inc. | 0.02% | Reduce -2.3% | 15,601 | $535K |
| Total Clarity Wealth Management, Inc. | 0.17% | Add +23.2% | 15,531 | $532K |
| TKG Advisors, LLC | 0.26% | Reduce -3.5% | 15,125 | $518K |
| Sigma Planning Corp | 0.02% | Reduce -83.7% | 14,763 | $506K |
| Silverlake Wealth Management LLC | 0.19% | Add +5.1% | 14,709 | $504K |
| Gateway Wealth Partners, LLC | 0.14% | Add +62.7% | 14,296 | $490K |
| Cravens & Co Advisors, LLC | 0.37% | Add +1.2% | 14,159 | $485K |
| Harmony Asset Management LLC | 0.18% | Add +13.3% | 14,027 | $481K |
| Fourpath Capital Management, LLC | 0.09% | New | 13,948 | $478K |
| RFG Advisory, LLC | 0.01% | Add +36.8% | 13,833 | $474K |
| Good Life Advisors, LLC | 0.03% | New | 13,818 | $474K |
| DAVENPORT & Co LLC | 0.00% | Add +9.8% | 13,753 | $471K |
| Ascentis Independent Advisors | 0.07% | Add +24.4% | 13,720 | $470K |
| VestGen Investment Management | 0.13% | Add +12.9% | 13,698 | $470K |
| TCFG Wealth Management, LLC | 0.23% | — | 13,129 | $450K |
| Advisor OS, LLC | 0.04% | Add +30.3% | 13,080 | $448K |
| Cypress Capital, LLC | 0.12% | Add +0.8% | 13,057 | $448K |
| High Falls Advisors, Inc | 0.10% | Add +0.0% | 12,688 | $435K |
| tru Independence LLC | 0.13% | Add +12.0% | 12,476 | $428K |
| Prime Capital Investment Advisors, LLC | 0.01% | No change | 12,125 | $416K |
| Stratos Wealth Partners, LTD. | 0.01% | New | 12,111 | $415K |
| Hobart Private Capital, LLC | 0.11% | Add +5.3% | 12,028 | $412K |
| Focus Partners Wealth | 0.00% | New | 11,910 | $408K |
| Beacon Financial Group | 0.04% | Add +43.2% | 11,868 | $407K |
| Octavia Wealth Advisors, LLC | 0.05% | Add +0.7% | 11,748 | $404K |
| Trilogy Capital Inc. | 0.02% | New | 11,698 | $401K |
| HFG Advisors, Inc. | 0.34% | Add +0.0% | 11,231 | $385K |
| Uptick Partners, LLC | 0.16% | Reduce -12.5% | 11,224 | $385K |
| Cornerstone Wealth Management, LLC | 0.03% | Add +4.8% | 10,968 | $376K |
| Freedom Investment Management, Inc. | 0.03% | Reduce -10.3% | 10,750 | $369K |
| Mgo One Seven LLC | 0.02% | Add +4.9% | 10,636 | $365K |
| United Advisor Group, LLC | 0.08% | New | 10,461 | $359K |
| Oppenheimer & Co. Inc. | 0.01% | Add +5.0% | 10,425 | $357K |
| StoneX Group Inc. | 0.03% | Add +3.7% | 10,262 | $353K |
| Arkadios Wealth Advisors | 0.02% | Add +5.5% | 10,201 | $350K |
| Nwam LLC | 0.02% | New | 10,161 | $348K |
| Investmark Advisory Group LLC | 0.17% | Add +0.1% | 10,097 | $346K |
| Confluence Wealth Services, Inc. | 0.02% | Reduce -6.9% | 9,945 | $341K |
| CapWealth Advisors, LLC | 0.04% | Reduce -10.5% | 9,767 | $335K |
| Simplicity Wealth,LLC | 0.03% | Reduce -87.3% | 9,731 | $334K |
| National Wealth Management Group, LLC | 0.22% | Add +0.3% | 9,399 | $322K |
| KOM Wealth Management Group, LLC | 0.25% | Add +7.2% | 8,804 | $302K |
| Visionary Wealth Advisors | 0.02% | Add +3.3% | 8,778 | $301K |
| Gladstone Institutional Advisory LLC | 0.01% | Add +27.0% | 8,656 | $297K |
| Rather & Kittrell, Inc. | 0.07% | No change | 8,598 | $295K |
| Private Trust Co. NA | 0.03% | Add +28.2% | 8,485 | $291K |
| Detalus Advisors, LLC | 0.10% | No change | 8,416 | $289K |
| GPS Wealth Strategies Group, LLC | 0.04% | New | 8,405 | $288K |
| Advance Capital Management, Inc. | 0.01% | Add +0.2% | 8,176 | $280K |
| PFG Investments, LLC | 0.02% | Reduce -6.8% | 7,891 | $270K |
| Daymark Wealth Partners, LLC | 0.01% | New | 7,840 | $269K |
| Wintrust Investments LLC | 0.20% | Reduce -89.3% | 7,839 | $268K |
| J.W. Cole Advisors, Inc. | 0.01% | Add +0.0% | 7,707 | $264K |
| Comerica Bank | 0.00% | Add +57.6% | 7,524 | $258K |
| Titleist Asset Management, LLC | 0.04% | Reduce -10.1% | 7,517 | $258K |
| Tyler-Stone Wealth Management | 0.05% | New | 7,400 | $254K |
| World Equity Group, Inc. | 0.09% | Add +7.8% | 7,330 | $251K |
| Cim, LLC | 0.04% | Add +2.4% | 7,109 | $244K |
| Venture Visionary Partners LLC | 0.01% | No change | 7,088 | $243K |
| Indie Asset Partners, LLC | 0.17% | No change | 6,789 | $233K |
| Commerce Bank | 0.00% | New | 6,719 | $230K |
| Kingsview Wealth Management, LLC | 0.00% | Reduce -59.0% | 6,560 | $225K |
| AdvisorNet Financial, Inc | 0.02% | Reduce -2.8% | 6,533 | $224K |
| First Horizon Advisors, Inc. | 0.01% | Reduce -1.3% | 6,424 | $220K |
| International Assets Investment Management, LLC | 0.02% | Reduce -0.3% | 6,391 | $219K |
| Acas, LLC | 0.18% | Add +1.6% | 6,359 | $218K |
| Worth Financial Advisory Group, LLC | 0.12% | New | 6,089 | $209K |
| Hilltop Holdings Inc. | 0.01% | New | 6,009 | $206K |
| NWF Advisory Services Inc. | 0.03% | New | 5,968 | $205K |
| Atria Investments, Inc | 0.00% | New | 5,961 | $204K |
| Northwest Capital Management Inc | 0.04% | No change | 3,134 | $107K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.03% | Add +2.2% | 2,816 | $97K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 2,770 | $95K |
| Oarsman Capital, Inc. | 0.02% | New | 2,750 | $94K |
| Mather Group, Llc. | 0.00% | No change | 2,611 | $90K |
| JPMorgan Chase & Co. | 0.00% | Add +944.1% | 2,934 | $89K |
| IFP Advisors, Inc | 0.00% | Add +7.6% | 2,604 | $89K |
| CoreCap Advisors, LLC | 0.00% | Add +2.9% | 2,454 | $84K |
| FinTrust Capital Advisors, LLC | 0.01% | New | 2,387 | $82K |
| Larson Financial Group LLC | 0.00% | No change | 2,035 | $70K |
| Salem Investment Counselors Inc. | 0.00% | New | 1,847 | $63K |
| Northwest Financial Advisors | 0.05% | New | 1,766 | $61K |
| Clear Investment Research, LLC | 0.08% | Add +0.2% | 1,759 | $60K |
| Financial Perspectives, Inc | 0.02% | No change | 1,541 | $53K |
| Winch Advisory Services, LLC | 0.01% | Add +0.1% | 1,181 | $40K |
| Mark Sheptoff Financial Planning, LLC | 0.02% | Reduce -81.8% | 1,179 | $40K |
| Geneos Wealth Management Inc. | 0.00% | Add +220.9% | 1,030 | $35K |
| Barrett & Company, Inc. | 0.01% | Add +0.1% | 995 | $34K |
| Capital Analysts, LLC | 0.00% | No change | 1,000 | $34K |
| McIlrath & Eck, LLC | 0.00% | No change | 900 | $31K |
| Trust Co | 0.00% | No change | 840 | $29K |
| Cassady Schiller Wealth Management, LLC | 0.01% | New | 675 | $23K |
| Hazlett, Burt & Watson, Inc. | 0.01% | Add +80.0% | 675 | $23K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.01% | New | 564 | $19K |
| Arvest Investments, Inc. | 0.00% | No change | 409 | $14K |
| IAG Wealth Partners, LLC | 0.00% | No change | 355 | $12K |
"% of holder's portfolio" is CGUS's weight in each manager's 13F, not the share of Cap Group Core Equity the manager owns.