Cap Group Core EquityCGUSETF
13F holders, Q4 2024 (December 31)305holders +45
29new positions
9sold out
1famous investor
$34.99avg. 13F price*
At the end of Q4 2024, 305 institutions reported holding Cap Group Core Equity (CGUS) in their 13F filings, up 45 from Q3 2024. 29 opened new positions and 9 sold out. The largest holders were LPL Financial LLC ($322.6M), Envestnet Asset Management Inc. ($274.0M) and Raymond James Financial Inc. ($169.5M). 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 (Q4 2024)
- CUSIP
- 14020V108
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 29 | $28.4M |
| Exits | 9 | $18.0M |
All 13F filers, Q3 2024 → Q4 2024: 13,287,290 shares bought and 1,998,699 shares sold, net +11,288,591 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 305 holders
| LPL Financial LLC | 0.13% | Add +38.3% | 9,225,156 | $322.6M |
| Envestnet Asset Management Inc. | 0.09% | Add +17.4% | 7,834,934 | $274.0M |
| Raymond James Financial Inc. | 0.06% | — | 4,848,070 | $169.5M |
| Morgan Stanley | 0.01% | Add +32.2% | 4,013,089 | $140.3M |
| Capital Group Private Client Services, Inc. | 1.27% | Add +5.4% | 3,961,868 | $138.5M |
| Northwestern Mutual Wealth Management Co. | 0.10% | Add +28.9% | 3,225,656 | $112.8M |
| Cetera Investment Advisers | 0.22% | Add +14.9% | 3,063,731 | $107.1M |
| Commonwealth Equity Services, LLC | 0.14% | Add +17.2% | 2,748,964 | $96.1M |
| Wells Fargo & Company | 0.02% | Add +24.5% | 2,646,258 | $92.5M |
| MML Investors Services, LLC | 0.25% | Add +23.3% | 2,076,301 | $72.6M |
| Cambridge Investment Research Advisors, Inc. | 0.23% | Add +11.5% | 2,009,096 | $70.3M |
| Private Advisor Group, LLC | 0.39% | Add +136.1% | 1,986,336 | $69.5M |
| Jones Financial Companies LLLP | 0.06% | Add +63.7% | 1,750,757 | $61.2M |
| Royal Bank of Canada | 0.01% | Add +29.9% | 1,704,733 | $59.6M |
| Captrust Financial Advisors | 0.16% | Add +4.3% | 1,599,262 | $55.9M |
| Osaic Holdings, Inc. | 0.11% | Reduce -9.0% | 1,417,140 | $49.6M |
| Baird Financial Group, Inc. | 0.07% | Add +4.4% | 996,771 | $34.9M |
| Kestra Advisory Services, LLC | 0.19% | Reduce -9.1% | 963,876 | $33.7M |
| Stifel Financial Corp. | 0.03% | Add +8.5% | 923,123 | $32.3M |
| NewEdge Advisors, LLC | 0.19% | Add +17.4% | 909,513 | $31.8M |
| Sei Investments Co. | 0.04% | Add +6.8% | 879,038 | $30.7M |
| Midwest Heritage Bank, FSB | 13.61% | Add +3.8% | 838,880 | $29.3M |
| Souders Financial Advisors | 3.98% | Add +9.0% | 814,475 | $28.5M |
| UBS Group AG | 0.01% | Add +10.8% | 805,852 | $28.2M |
| Assetmark, Inc. | 0.07% | Add +1.8% | 763,156 | $26.7M |
| HUB Investment Partners, LLC | 1.05% | Add +5.7% | 710,359 | $24.8M |
| Summit Investment Advisory Services, LLC | 11.38% | Add +4.6% | 630,967 | $22.1M |
| Wealth Enhancement Advisory Services, LLC | 0.04% | Add +9.6% | 616,535 | $21.6M |
| Investment Planning Advisors, Inc. | 7.94% | Add +110.7% | 519,639 | $18.2M |
| Strategic Blueprint, LLC | 1.07% | Add +22.7% | 515,384 | $18.0M |
| Advisory Services Network, LLC | 0.31% | Add +15.0% | 478,007 | $16.7M |
| Harbour Investments, Inc. | 0.44% | Add +12.1% | 434,708 | $15.2M |
| D.A. Davidson & Co. | 0.12% | Add +5.4% | 433,712 | $15.2M |
| Envestnet Portfolio Solutions, Inc. | 0.04% | Add +10.2% | 391,514 | $13.7M |
| Janney Montgomery Scott LLC | 0.04% | Add +8.4% | 382,385 | $13.4M |
| Vestmark Advisory Solutions, Inc. | 0.46% | Add +7.5% | 379,766 | $13.3M |
| Cwm, LLC | 0.05% | Add +13.7% | 366,613 | $12.8M |
| Orion Porfolio Solutions, LLC | 0.12% | Add +7.8% | 356,871 | $12.5M |
| Orion Portfolio Solutions, LLC | 0.12% | Add +7.8% | 356,871 | $12.5M |
| Forge Financial Services LLC | 10.47% | — | 342,474 | $12.5M |
| Atria Wealth Solutions, Inc. | 0.13% | Add +5.9% | 346,595 | $12.1M |
| Burford Brothers, Inc. | 5.86% | Add +8.9% | 341,266 | $11.9M |
| AA Financial Advisors, LLC | 2.95% | Add +18.3% | 316,532 | $11.1M |
| Benjamin Edwards Inc. | 0.16% | Add +14.3% | 311,884 | $10.9M |
| Jane Street Group, LLC | 0.02% | Add +19.2% | 299,727 | $10.5M |
| Entruity Wealth, LLC | 10.06% | — | 290,135 | $10.1M |
| &partners | 0.12% | Add +14.4% | 282,210 | $9.9M |
| St Germain D J Co. Inc. | 0.44% | Add +12.0% | 278,045 | $9.7M |
| Valmark Advisers, Inc. | 0.15% | Add +18.4% | 275,180 | $9.6M |
| Bridgewealth Advisory Group, LLC | 2.63% | Add +12.4% | 255,598 | $9.3M |
| Cary Street Partners Financial LLC | 0.29% | — | 257,903 | $9.0M |
| Sunbelt Securities, Inc. | 0.74% | Reduce -2.6% | 240,929 | $8.5M |
| Independent Advisor Alliance | 0.11% | New | 239,737 | $8.4M |
| Essex Financial Services, Inc. | 0.59% | Add +6.6% | 237,082 | $8.3M |
| EverSource Wealth Advisors, LLC | 0.47% | Add +848.4% | 236,509 | $8.3M |
| Wealthcare Advisory Partners LLC | 0.23% | Add +1.6% | 233,757 | $8.2M |
| Principal Securities, Inc. | 0.17% | Add +15.6% | 219,198 | $7.7M |
| Sagespring Wealth Partners, LLC | 0.20% | — | 217,275 | $7.6M |
| Cannon Wealth Management Services, LLC | 6.18% | Add +50.9% | 198,304 | $7.2M |
| Dynamic Advisor Solutions LLC | 0.29% | Reduce -1.4% | 194,171 | $6.8M |
| Smith, Moore & Co. | 0.62% | Reduce -0.6% | 193,594 | $6.8M |
| FinDec Wealth Services, Inc. | 4.45% | Reduce -19.8% | 183,446 | $6.4M |
| Creative Financial Designs Inc. | 0.52% | Reduce -0.0% | 182,121 | $6.4M |
| Challenger Wealth Management | 5.39% | — | 178,870 | $6.3M |
| Gerber Kawasaki Wealth & Investment Management | 0.26% | Add +1.9% | 169,862 | $5.9M |
| Blair William & Co. | 0.02% | Reduce -2.2% | 148,540 | $5.2M |
| Ameriprise Financial Inc. | 0.00% | New | 146,928 | $5.1M |
| Cushing Capital Partners, LLC | 4.77% | — | 141,830 | $5.0M |
| Truist Financial Corp. | 0.01% | Add +18.6% | 140,749 | $4.9M |
| Smartleaf Asset Management LLC | 0.46% | Add +12.5% | 129,588 | $4.5M |
| Transcendent Capital Group LLC | 2.34% | Add +6.2% | 129,175 | $4.5M |
| Bank of America Corp. | 0.00% | Reduce -89.0% | 129,133 | $4.5M |
| Continuum Advisory, LLC | 0.56% | Add +1.5% | 124,150 | $4.3M |
| Concourse Financial Group Securities, Inc. | 0.22% | Add +1.9% | 108,916 | $3.9M |
| Founders Financial Securities LLC | 0.35% | Add +4.2% | 109,691 | $3.8M |
| Berger Financial Group, Inc | 0.26% | New | 108,378 | $3.8M |
| HighTower Advisors, LLC | 0.00% | Add +8.8% | 102,972 | $3.6M |
| Prospera Financial Services Inc | 0.08% | Add +43.5% | 101,013 | $3.5M |
| Barnes Pettey Financial Advisors, LLC | 2.69% | Reduce -0.1% | 100,674 | $3.5M |
| Clear Creek Financial Management, LLC | 0.37% | Add +11.3% | 98,111 | $3.4M |
| Natixis Advisors, LLC | 0.01% | Add +47.8% | 97,926 | $3.4M |
| Great Valley Advisor Group, Inc. | 0.07% | Add +58.7% | 93,078 | $3.3M |
| Avantax Advisory Services, Inc. | 0.02% | Add +39.7% | 91,647 | $3.2M |
| PFG Advisors | 0.19% | Add +14.4% | 90,532 | $3.2M |
| G&S Capital LLC | 1.28% | Add +8.7% | 88,926 | $3.1M |
| Park Avenue Securities LLC | 0.03% | Add +15.6% | 87,234 | $3.1M |
| Bleakley Financial Group, LLC | 0.09% | Add +4.9% | 81,422 | $2.8M |
| Sovran Advisors, LLC | 0.41% | — | 81,746 | $2.8M |
| Siligmueller & Norvid Wealth Advisors LLC | 1.18% | — | 78,988 | $2.8M |
| Western Wealth Management, LLC | 0.15% | Reduce -33.0% | 78,020 | $2.7M |
| Merit Financial Group, LLC | 0.05% | Add +10.9% | 77,490 | $2.7M |
| Woodmont Investment Counsel LLC | 0.20% | Add +23.8% | 76,387 | $2.7M |
| Choreo, LLC | 0.04% | Reduce -3.4% | 72,989 | $2.6M |
| Signature Estate & Investment Advisors LLC | 0.06% | Add +3.0% | 70,227 | $2.5M |
| Seamount Financial Group Inc. | 1.69% | Add +69.0% | 69,865 | $2.4M |
| Olistico Wealth, LLC | 1.39% | Add +0.0% | 68,245 | $2.4M |
| Renaissance Technologies | 0.00% | Add +4.3% | 67,100 | $2.3M |
| Sittner & Nelson, LLC | 1.00% | Add +51.9% | 66,257 | $2.3M |
| Ameritas Advisory Services, LLC | 0.08% | Add +40.3% | 64,980 | $2.3M |
| A&I Financial Services, LLC | 2.20% | — | 64,635 | $2.3M |
"% of holder's portfolio" is CGUS's weight in each manager's 13F, not the share of Cap Group Core Equity the manager owns.