Cap Group Core EquityCGUSETF
13F holders, Q1 2025 (March 31)319holders +14
31new positions
14sold out
2famous investors
$33.39avg. 13F price*
At the end of Q1 2025, 319 institutions reported holding Cap Group Core Equity (CGUS) in their 13F filings, up 14 from Q4 2024. 31 opened new positions and 14 sold out. The largest holders were LPL Financial LLC ($495.6M), Envestnet Asset Management Inc. ($303.6M) and Raymond James Financial Inc. ($174.3M). 2 famous investors held it, including David E. Shaw (0.0% of D. E. Shaw & Co.'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 (Q1 2025)
- CUSIP
- 14020V108
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 31 | $47.1M |
| Exits | 14 | $13.3M |
All 13F filers, Q4 2024 → Q1 2025: 17,949,640 shares bought and 2,516,373 shares sold, net +15,433,267 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 319 holders
| LPL Financial LLC | 0.19% | Add +60.8% | 14,836,962 | $495.6M |
| Envestnet Asset Management Inc. | 0.10% | Add +16.0% | 9,089,025 | $303.6M |
| Raymond James Financial Inc. | 0.07% | Add +7.6% | 5,218,252 | $174.3M |
| Morgan Stanley | 0.01% | Add +8.6% | 4,357,561 | $145.5M |
| Capital Group Private Client Services, Inc. | 1.40% | Add +8.3% | 4,288,924 | $143.3M |
| Cetera Investment Advisers | 0.25% | Add +25.4% | 3,843,349 | $128.4M |
| Northwestern Mutual Wealth Management Co. | 0.10% | Add +10.1% | 3,552,083 | $118.6M |
| Commonwealth Equity Services, LLC | 0.15% | Add +15.8% | 3,183,195 | $106.3M |
| Wells Fargo & Company | 0.02% | Add +11.3% | 2,945,656 | $98.4M |
| MML Investors Services, LLC | 0.30% | Add +31.5% | 2,731,036 | $91.2M |
| Jones Financial Companies LLLP | 0.08% | Add +50.4% | 2,633,492 | $87.7M |
| Cambridge Investment Research Advisors, Inc. | 0.26% | Add +12.8% | 2,266,748 | $75.7M |
| Royal Bank of Canada | 0.01% | Add +15.8% | 1,974,705 | $66.0M |
| Captrust Financial Advisors | 0.14% | Add +7.0% | 1,710,475 | $57.1M |
| Osaic Holdings, Inc. | 0.11% | Add +6.5% | 1,509,490 | $50.4M |
| Private Advisor Group, LLC | 0.23% | Reduce -42.0% | 1,151,508 | $38.5M |
| Kestra Advisory Services, LLC | 0.18% | Add +13.6% | 1,094,834 | $36.6M |
| Baird Financial Group, Inc. | 0.07% | Add +7.0% | 1,066,555 | $35.6M |
| NewEdge Advisors, LLC | 0.20% | Add +10.6% | 1,005,661 | $33.6M |
| Sei Investments Co. | 0.04% | Add +13.8% | 1,000,229 | $33.4M |
| Midwest Heritage Bank, FSB | 13.06% | Add +13.2% | 949,334 | $31.7M |
| UBS Group AG | 0.01% | Add +11.1% | 895,434 | $29.9M |
| Souders Financial Advisors | 4.11% | Add +8.2% | 881,268 | $29.4M |
| Assetmark, Inc. | 0.07% | Add +5.2% | 802,853 | $26.8M |
| Stifel Financial Corp. | 0.03% | Reduce -20.1% | 737,631 | $24.6M |
| HUB Investment Partners, LLC | 0.94% | Reduce -1.5% | 699,625 | $23.4M |
| Wealth Enhancement Advisory Services, LLC | 0.04% | Add +10.5% | 681,280 | $22.8M |
| Investment Planning Advisors, Inc. | 8.85% | Add +25.5% | 652,375 | $21.8M |
| Summit Investment Advisory Services, LLC | 10.38% | Add +0.5% | 633,891 | $21.2M |
| Strategic Blueprint, LLC | 1.09% | Add +15.6% | 595,847 | $19.9M |
| Cwm, LLC | 0.07% | Add +52.7% | 559,663 | $18.7M |
| Cary Street Partners Financial LLC | 0.58% | Add +113.1% | 549,640 | $18.4M |
| Affiance Financial, LLC | 3.82% | New | 490,885 | $16.4M |
| Janney Montgomery Scott LLC | 0.04% | Add +16.1% | 443,812 | $14.8M |
| D.A. Davidson & Co. | 0.12% | Add +0.2% | 434,623 | $14.5M |
| Harbour Investments, Inc. | 0.39% | Reduce -5.6% | 410,242 | $13.7M |
| Vestmark Advisory Solutions, Inc. | 0.35% | Add +6.7% | 405,077 | $13.5M |
| Orion Porfolio Solutions, LLC | 0.13% | Add +13.0% | 403,211 | $13.5M |
| Orion Portfolio Solutions, LLC | 0.13% | Add +13.0% | 403,211 | $13.5M |
| Old Mission Capital LLC | 0.25% | New | 384,014 | $12.8M |
| AA Financial Advisors, LLC | 3.12% | Add +21.1% | 383,265 | $12.8M |
| Valmark Advisers, Inc. | 0.19% | Add +37.0% | 376,967 | $12.6M |
| &partners | 0.13% | Add +33.3% | 376,157 | $12.5M |
| Benjamin Edwards Inc. | 0.17% | Add +18.3% | 368,920 | $12.3M |
| Forge Financial Services LLC | 10.69% | Add +5.8% | 362,311 | $12.1M |
| Atria Wealth Solutions, Inc. | 0.15% | Add +3.9% | 359,947 | $12.1M |
| IFP Advisors, Inc | 0.35% | Add +10927.4% | 344,275 | $11.5M |
| Burford Brothers, Inc. | 5.52% | Reduce -0.3% | 340,234 | $11.4M |
| EverSource Wealth Advisors, LLC | 0.59% | Add +36.2% | 322,146 | $10.8M |
| Envestnet Portfolio Solutions, Inc. | 0.04% | Reduce -18.1% | 320,778 | $10.7M |
| Bank of America Corp. | 0.00% | Add +139.8% | 309,664 | $10.3M |
| Entruity Wealth, LLC | 9.24% | Add +1.1% | 293,459 | $9.8M |
| St Germain D J Co. Inc. | 0.46% | Add +5.4% | 293,025 | $9.8M |
| Essex Financial Services, Inc. | 0.64% | Add +12.8% | 267,474 | $8.9M |
| Challenger Wealth Management | 6.69% | Add +41.4% | 252,860 | $8.4M |
| VestGen Advisors, LLC | 0.38% | — | 252,611 | $8.4M |
| Wealthcare Advisory Partners LLC | 0.21% | Add +0.3% | 234,512 | $7.8M |
| Sunbelt Securities, Inc. | 0.70% | Reduce -3.2% | 233,147 | $7.8M |
| Principal Securities, Inc. | 0.17% | No change | 219,198 | $7.7M |
| Dynamic Advisor Solutions LLC | 0.23% | Add +8.5% | 210,620 | $7.0M |
| Cannon Wealth Management Services, LLC | 6.24% | Add +5.7% | 209,517 | $7.0M |
| Creative Financial Designs Inc. | 0.55% | Add +13.7% | 207,139 | $6.9M |
| Stephens Inc. | 0.10% | New | 204,415 | $6.8M |
| Kingsview Wealth Management, LLC | 0.12% | Add +2612.3% | 197,184 | $6.6M |
| Bridgewealth Advisory Group, LLC | 8.15% | Reduce -27.4% | 185,531 | $6.2M |
| Smith, Moore & Co. | 0.55% | Reduce -7.8% | 178,405 | $6.0M |
| Gerber Kawasaki Wealth & Investment Management | 0.26% | Add +1.1% | 171,679 | $5.7M |
| Sagespring Wealth Partners, LLC | 0.14% | Reduce -21.1% | 171,507 | $5.7M |
| Truist Financial Corp. | 0.01% | Add +21.8% | 171,495 | $5.7M |
| Lanark Financial, Inc. | 0.46% | — | 162,761 | $5.4M |
| Great Valley Advisor Group, Inc. | 0.11% | Add +68.8% | 157,094 | $5.2M |
| Blair William & Co. | 0.02% | Add +4.8% | 155,608 | $5.2M |
| Advisory Services Network, LLC | 0.09% | Reduce -69.1% | 147,744 | $4.9M |
| Smartleaf Asset Management LLC | 0.47% | Add +12.2% | 145,388 | $4.8M |
| Jane Street Group, LLC | 0.01% | Reduce -52.2% | 143,354 | $4.8M |
| Mutual Advisors, LLC | 0.14% | Add +836.4% | 146,223 | $4.8M |
| Transcendent Capital Group LLC | 2.60% | Add +7.2% | 138,440 | $4.6M |
| Cushing Capital Partners, LLC | 4.01% | Reduce -5.9% | 133,436 | $4.5M |
| Founders Financial Securities LLC | 0.37% | Add +21.0% | 132,761 | $4.3M |
| Western Wealth Management, LLC | 0.28% | Add +62.3% | 126,650 | $4.2M |
| Berger Financial Group, Inc | 0.29% | Add +14.1% | 123,684 | $4.1M |
| Continuum Advisory, LLC | 0.52% | Reduce -2.9% | 120,531 | $4.0M |
| Capital Management Associates, Inc | 0.89% | Add +133.2% | 118,308 | $4.0M |
| Natixis Advisors, LLC | 0.01% | Add +20.7% | 118,234 | $3.9M |
| HighTower Advisors, LLC | 0.01% | Add +13.7% | 117,034 | $3.9M |
| Centaurus Financial, Inc. | 0.23% | Add +81.1% | 113,758 | $3.8M |
| Integrated Wealth Concepts LLC | 0.04% | Add +93.0% | 111,240 | $3.7M |
| Clear Creek Financial Management, LLC | 0.39% | Add +13.4% | 111,232 | $3.7M |
| Aspire Growth Partners LLC | 3.26% | Add +134.0% | 110,108 | $3.7M |
| Thoroughbred Financial Services, LLC | 0.23% | Add +898.2% | 109,502 | $3.7M |
| PFG Advisors | 0.20% | Add +20.0% | 108,646 | $3.6M |
| Prospera Financial Services Inc | 0.08% | Add +6.4% | 107,494 | $3.6M |
| Merit Financial Group, LLC | 0.05% | Add +35.0% | 104,581 | $3.5M |
| G&S Capital LLC | 1.40% | Add +10.8% | 98,551 | $3.3M |
| Park Avenue Securities LLC | 0.04% | Add +12.9% | 98,526 | $3.3M |
| Barnes Pettey Financial Advisors, LLC | 2.50% | Reduce -4.4% | 96,247 | $3.2M |
| Avantax Advisory Services, Inc. | 0.02% | Add +2.2% | 93,684 | $3.1M |
| Sovran Advisors, LLC | 0.40% | Add +20.4% | 98,398 | $3.1M |
| A&I Financial Services, LLC | 2.08% | Add +42.6% | 92,148 | $3.1M |
| Woodmont Investment Counsel LLC | 0.22% | Add +20.1% | 91,740 | $3.1M |
"% of holder's portfolio" is CGUS's weight in each manager's 13F, not the share of Cap Group Core Equity the manager owns.