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 |
| GTS Securities LLC | 0.13% | New | 89,995 | $3.0M |
| Bleakley Financial Group, LLC | 0.10% | Add +10.2% | 89,719 | $3.0M |
| Endeavor Private Wealth, Inc. | 1.43% | Add +32.1% | 78,557 | $2.6M |
| Sittner & Nelson, LLC | 1.10% | Add +16.1% | 76,918 | $2.6M |
| Seamount Financial Group Inc. | 1.74% | Add +9.7% | 76,614 | $2.6M |
| Ascentis Independent Advisors | 0.48% | Add +553.9% | 72,227 | $2.4M |
| Signature Estate & Investment Advisors LLC | 0.06% | No change | 70,227 | $2.3M |
| Choreo, LLC | 0.04% | Reduce -6.3% | 68,384 | $2.3M |
| Siligmueller & Norvid Wealth Advisors LLC | 0.97% | Reduce -13.4% | 68,405 | $2.3M |
| Olistico Wealth, LLC | 1.41% | Reduce 0.0% | 68,244 | $2.3M |
| World Investment Advisors | 0.06% | Add +273.9% | 64,642 | $2.2M |
| Kingswood Wealth Advisors, LLC | 0.20% | Add +0.7% | 63,915 | $2.1M |
| Aptus Capital Advisors, LLC | 0.02% | Reduce -0.5% | 61,671 | $2.1M |
| Perennial Investment Advisors, LLC | 0.23% | Add +66.2% | 61,458 | $2.1M |
| Lodestone Wealth Management LLC | 1.07% | Reduce -1.3% | 60,367 | $2.0M |
| Ameriprise Financial Inc. | 0.00% | Reduce -59.6% | 59,352 | $2.0M |
| Cullen/Frost Bankers, Inc. | 0.03% | Add +48.5% | 57,115 | $1.9M |
| Townsquare Capital LLC | 0.02% | Add +8.4% | 55,447 | $1.9M |
| Pines Wealth Management, LLC | 0.83% | Add +17.1% | 60,246 | $1.8M |
| M.E. Allison & Co., Inc. | 1.78% | Add +3.5% | 53,967 | $1.8M |
| Tempus Wealth Planning, LLC | 0.53% | Add +21.3% | 53,402 | $1.8M |
| Norden Group LLC | 0.20% | Add +7.3% | 53,330 | $1.8M |
| Equitable Holdings, Inc. | 0.02% | Add +30.8% | 52,867 | $1.8M |
| Ashton Thomas Securities, LLC | 0.48% | Add +1.0% | 51,710 | $1.7M |
| Independent Financial Group, LLC | 0.06% | Add +42.5% | 50,927 | $1.7M |
| KMG Fiduciary Partners, LLC | 0.14% | Reduce -3.1% | 50,608 | $1.7M |
| Investment Advisory Services Inc. /TX | 0.61% | Add +14.4% | 50,577 | $1.7M |
| GWN Securities Inc. | 0.09% | Add +145.3% | 47,772 | $1.6M |
| BlackRock, Inc. | 0.00% | No change | 47,500 | $1.6M |
| LongView Wealth Management | 0.48% | Add +15.2% | 47,467 | $1.6M |
| Latitude Advisors, LLC | 0.92% | Add +38.8% | 47,304 | $1.6M |
| OneDigital Investment Advisors LLC | 0.02% | Reduce -0.1% | 47,254 | $1.6M |
| Signature Resources Capital Management, LLC | 1.33% | Add +143.0% | 46,230 | $1.5M |
| Koshinski Asset Management, Inc. | 0.13% | Add +13.8% | 45,601 | $1.5M |
| Keystone Financial Group | 0.15% | Add +32.6% | 45,243 | $1.5M |
| Mayflower Financial Advisors, LLC | 0.23% | Add +8.2% | 44,852 | $1.5M |
| Trueblood Wealth Management, LLC | 0.68% | Add +55.6% | 43,692 | $1.5M |
| Mariner, LLC | 0.00% | Add +138.8% | 42,521 | $1.4M |
| Ameritas Advisory Services, LLC | 0.06% | Reduce -36.0% | 41,566 | $1.4M |
| Lantz Financial LLC | 0.37% | Add +7.7% | 40,113 | $1.3M |
| Concurrent Investment Advisors, LLC | 0.03% | Add +4.9% | 40,021 | $1.3M |
| Sowell Financial Services LLC | 0.06% | Add +2.3% | 39,941 | $1.3M |
| J.W. Cole Advisors, Inc. | 0.04% | Add +416.1% | 39,804 | $1.3M |
| Flputnam Investment Management Co. | 0.02% | Reduce -2.9% | 39,693 | $1.3M |
| First Heartland Consultants, Inc. | 0.14% | Add +37.1% | 39,608 | $1.3M |
| WealthCare Investment Partners, LLC | 0.54% | Add +15.5% | 41,696 | $1.3M |
| Nations Financial Group Inc, /Ia/ | 0.10% | Add +16.7% | 38,245 | $1.3M |
| CWS Financial Advisors, LLC | 0.40% | Add +5.1% | 38,047 | $1.3M |
| Moloney Securities Asset Management, LLC | 0.16% | Add +16.4% | 35,647 | $1.2M |
| Susquehanna International Group, LLP | 0.00% | Reduce -38.7% | 35,593 | $1.2M |
| CW Advisors, LLC | 0.01% | New | 34,676 | $1.2M |
| Meridian Wealth Management, LLC | 0.06% | Add +0.0% | 35,113 | $1.2M |
| Advyzon Investment Management, LLC | 0.40% | Add +0.1% | 33,989 | $1.1M |
| KPP Advisory Services LLC | 0.21% | Reduce -18.4% | 33,621 | $1.1M |
| Capital International Investors | 0.00% | Reduce -0.2% | 33,272 | $1.1M |
| Premier Path Wealth Partners, LLC | 0.17% | Reduce -5.1% | 32,713 | $1.1M |
| Confluence Wealth Services, Inc. | 0.07% | Add +111.4% | 34,333 | $1.1M |
| Independent Wealth Network Inc. | 0.43% | Add +15.8% | 32,244 | $1.1M |
| Advisor Resource Council | 0.09% | New | 31,716 | $1.1M |
| Cerity Partners LLC | 0.00% | Add +2.9% | 31,173 | $1.0M |
| 180 Wealth Advisors, LLC | 0.16% | Reduce -2.2% | 30,871 | $1.0M |
| Lynch & Associates | 0.21% | Add +46.1% | 29,447 | $984K |
| Swisher Financial Concepts, Inc. | 0.81% | Add +150.9% | 29,182 | $975K |
| Balentine LLC | 0.04% | No change | 29,107 | $972K |
| HBW Advisory Services LLC | 0.14% | Add +25.5% | 28,969 | $968K |
| JPMorgan Chase & Co. | 0.00% | Reduce -6.4% | 28,632 | $956K |
| Cozad Asset Management Inc. | 0.09% | Add +40.5% | 28,359 | $947K |
| Gateway Wealth Partners, LLC | 0.21% | Add +37.3% | 28,329 | $946K |
| Steward Partners Investment Advisory, LLC | 0.01% | Reduce -0.6% | 27,417 | $916K |
| Kestra Private Wealth Services, LLC | 0.02% | Add +2.7% | 27,411 | $916K |
| Mascagni Wealth Management, Inc. | 0.87% | No change | 26,091 | $871K |
| Patriot Financial Group Insurance Agency, LLC | 0.12% | Add +15.3% | 25,911 | $865K |
| Allworth Financial LP | 0.00% | Add +4.4% | 26,295 | $855K |
| Creative Planning | 0.00% | Add +4.5% | 25,083 | $838K |
| Belpointe Asset Management LLC | 0.04% | Add +4.2% | 24,717 | $826K |
| Axxcess Wealth Management, LLC | 0.02% | Add +5.7% | 24,062 | $804K |
| FinDec Wealth Services, Inc. | 0.79% | Reduce -86.9% | 24,052 | $803K |
| Lincoln Capital LLC | 0.16% | Add +111.8% | 24,834 | $778K |
| Certior Financial Group, LLC | 0.64% | Add +3.9% | 23,173 | $774K |
| D. E. Shaw & Co. | 0.00% | New | 22,797 | $761K |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +15.3% | 21,505 | $718K |
| Sanctuary Advisors, LLC | 0.01% | Add +3.8% | 21,473 | $717K |
| Landaas & Co. /Wi | 0.20% | New | 21,157 | $707K |
| Beacon Financial Advisory LLC | 0.21% | Reduce -6.6% | 21,096 | $705K |
| DAVENPORT & Co LLC | 0.00% | Add +6.3% | 20,675 | $691K |
| Bill Few Associates, Inc. | 0.25% | Add +4.8% | 20,631 | $689K |
| Stratos Wealth Partners, LTD. | 0.01% | Add +42.3% | 19,414 | $648K |
| Fourpath Capital Management, LLC | 0.11% | Add +23.1% | 19,193 | $641K |
| Arax Advisory Partners | 0.04% | New | 19,078 | $637K |
| Sigma Planning Corp | 0.02% | Add +19.3% | 18,681 | $624K |
| Smith Thornton Advisors LLC | 0.38% | Add +0.0% | 18,387 | $614K |
| Advisor OS, LLC | 0.07% | Add +38.1% | 18,239 | $609K |
| HRT Financial LP | 0.00% | New | 18,021 | $601K |
| Delta Financial Group, Inc. | 0.14% | Add +5.9% | 17,338 | $595K |
| Ascent Group, LLC | 0.03% | Add +10.9% | 17,808 | $595K |
| Good Life Advisors, LLC | 0.04% | Add +18.2% | 17,650 | $590K |
| IFG Advisory, LLC | 0.03% | Add +57.5% | 17,169 | $573K |
| MRWM Advisors, LLC | 0.39% | Add +4.3% | 16,929 | $565K |
| Rothschild Investment LLC | 0.04% | No change | 16,888 | $564K |
| Everpar Advisors LLC | 0.30% | Add +1.2% | 16,886 | $564K |
| Procyon Advisors, LLC | 0.03% | Reduce -5.0% | 16,685 | $557K |
| Hunter Associates Investment Management LLC | 0.08% | No change | 16,300 | $545K |
| KOM Wealth Management Group, LLC | 0.47% | Add +36.7% | 16,151 | $539K |
| Faithward Advisors, LLC | 0.09% | Reduce -46.5% | 16,053 | $536K |
| RFG Advisory, LLC | 0.01% | Add +8.5% | 15,787 | $527K |
| AQR Capital Management | 0.00% | New | 15,785 | $527K |
| VestGen Investment Management | 0.39% | Add +0.7% | 15,402 | $514K |
| Wedbush Securities Inc. | 0.02% | Reduce -4.2% | 15,073 | $503K |
| Visionary Wealth Advisors | 0.03% | Add +50.4% | 15,037 | $502K |
| High Falls Advisors, Inc | 0.12% | Add +14.9% | 15,027 | $502K |
| Silverlake Wealth Management LLC | 0.19% | No change | 14,648 | $489K |
| Prime Capital Investment Advisors, LLC | 0.01% | Add +20.5% | 14,607 | $488K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | New | 14,493 | $484K |
| Total Clarity Wealth Management, Inc. | 0.16% | Reduce -13.7% | 13,826 | $483K |
| Carolinas Wealth Consulting LLC | 0.10% | Reduce -35.8% | 14,277 | $477K |
| Cravens & Co Advisors, LLC | 0.37% | Reduce -1.2% | 14,232 | $475K |
| Tyler-Stone Wealth Management | 0.08% | Add +37.5% | 14,107 | $471K |
| Venture Visionary Partners LLC | 0.02% | Add +24.5% | 13,997 | $468K |
| TKG Advisors, LLC | 0.23% | Reduce -6.3% | 13,950 | $466K |
| TCFG Wealth Management, LLC | 0.23% | No change | 13,702 | $458K |
| Hobart Private Capital, LLC | 0.11% | Add +10.6% | 13,656 | $456K |
| CVFG LLC | 0.41% | Add +25.5% | 13,649 | $456K |
| Arkadios Wealth Advisors | 0.02% | No change | 13,162 | $440K |
| Harmony Asset Management LLC | 0.18% | Reduce -2.8% | 13,098 | $437K |
| Trilogy Capital Inc. | 0.02% | No change | 12,967 | $433K |
| AdvisorNet Financial, Inc | 0.03% | Add +19.1% | 12,895 | $431K |
| Gladstone Institutional Advisory LLC | 0.02% | Add +51.5% | 12,894 | $431K |
| tru Independence LLC | 0.13% | Add +0.9% | 12,863 | $430K |
| Eclectic Associates Inc. | 0.11% | Reduce -1.4% | 12,531 | $419K |
| AlphaCore Capital LLC | 0.03% | New | 12,264 | $411K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.06% | Add +59.1% | 12,307 | $410K |
| Simplicity Wealth,LLC | 0.03% | New | 11,874 | $397K |
| Comerica Bank | 0.00% | Add +4.0% | 11,769 | $393K |
| Nwam LLC | 0.03% | Add +0.3% | 11,652 | $389K |
| Octavia Wealth Advisors, LLC | 0.05% | Reduce -1.4% | 11,599 | $388K |
| Freedom Investment Management, Inc. | 0.03% | Add +3.1% | 11,612 | $388K |
| Private Trust Co. NA | 0.04% | Add +35.8% | 11,522 | $385K |
| Oppenheimer & Co. Inc. | 0.01% | Add +12.0% | 11,225 | $375K |
| Worth Financial Advisory Group, LLC | 0.24% | Add +82.0% | 11,107 | $371K |
| Mgo One Seven LLC | 0.01% | Add +1.2% | 10,798 | $361K |
| Uptick Partners, LLC | 0.12% | Add +1.2% | 10,751 | $359K |
| Fearless Solutions, LLC dba Best Invest | 0.28% | Reduce -1.4% | 10,610 | $354K |
| StoneX Group Inc. | 0.02% | Add +18.6% | 10,566 | $354K |
| United Advisor Group, LLC | 0.07% | No change | 10,474 | $350K |
| Investmark Advisory Group LLC | 0.17% | No change | 10,128 | $338K |
| Rather & Kittrell, Inc. | 0.07% | Add +10.5% | 9,984 | $333K |
| HFG Advisors, Inc. | 0.28% | Reduce -8.3% | 9,925 | $331K |
| Mission Financial Group, LLC | 0.30% | — | 8,452 | $325K |
| National Wealth Management Group, LLC | 0.21% | Reduce -0.4% | 9,559 | $319K |
| International Assets Investment Management, LLC | 0.03% | Add +29.6% | 9,535 | $318K |
| Focus Partners Wealth | 0.00% | Reduce -20.4% | 9,484 | $317K |
| Cornerstone Wealth Management, LLC | 0.02% | Reduce -13.8% | 9,461 | $316K |
| Richmond Investment Services, LLC | 0.17% | Reduce -10.7% | 9,209 | $308K |
| Beacon Financial Group | 0.03% | Reduce -26.4% | 8,976 | $300K |
| Vicus Capital | 0.03% | New | 8,882 | $297K |
| GPS Wealth Strategies Group, LLC | 0.04% | Add +12.5% | 8,857 | $296K |
| CapWealth Advisors, LLC | 0.03% | Reduce -5.2% | 8,797 | $294K |
| World Equity Group, Inc. | 0.08% | Add +19.9% | 8,725 | $291K |
| Perigon Wealth Management, LLC | 0.01% | Add +2.7% | 8,476 | $283K |
| Detalus Advisors, LLC | 0.09% | No change | 8,416 | $281K |
| Advance Capital Management, Inc. | 0.01% | No change | 8,205 | $274K |
| Titleist Asset Management, LLC | 0.03% | Add +7.8% | 8,126 | $271K |
| PFG Investments, LLC | 0.02% | No change | 7,936 | $265K |
| Owen LaRue, LLC | 0.13% | New | 7,705 | $257K |
| Atria Investments, Inc | 0.00% | Add +2.2% | 7,604 | $254K |
| Florida Financial Advisors, LLC | 0.10% | New | 7,505 | $251K |
| Geneos Wealth Management Inc. | 0.01% | Add +239.0% | 7,367 | $246K |
| Cim, LLC | 0.04% | Reduce -11.9% | 7,098 | $237K |
| Kovack Advisors, Inc. | 0.02% | Add +0.4% | 6,880 | $230K |
| Daymark Wealth Partners, LLC | 0.01% | Reduce -10.3% | 6,791 | $227K |
| Indie Asset Partners, LLC | 0.20% | No change | 6,789 | $227K |
| Commerce Bank | 0.00% | No change | 6,719 | $224K |
| NWF Advisory Services Inc. | 0.03% | Reduce -6.1% | 6,717 | $224K |
| First Horizon Advisors, Inc. | 0.01% | No change | 6,424 | $215K |
| Integrity Alliance, Llc. | 0.01% | New | 6,188 | $207K |
| Capital Analysts, LLC | 0.01% | Add +464.9% | 5,649 | $189K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.03% | Add +81.0% | 5,125 | $171K |
| Vermillion & White Wealth Management Group, LLC | 0.09% | New | 3,722 | $124K |
| Northwest Capital Management Inc | 0.04% | No change | 3,134 | $105K |
| Synergy Investment Management, LLC | 0.04% | Add +101.0% | 2,885 | $96K |
| Richards, Merrill & Peterson, Inc. | 0.05% | No change | 2,850 | $95K |
| Mather Group, Llc. | 0.00% | No change | 2,611 | $87K |
| CoreCap Advisors, LLC | 0.00% | Add +8.2% | 2,606 | $87K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 2,770 | $83K |
| Larson Financial Group LLC | 0.00% | No change | 2,465 | $82K |
| Mark Sheptoff Financial Planning, LLC | 0.04% | Add +82.9% | 2,315 | $77K |
| IAG Wealth Partners, LLC | 0.01% | Add +514.1% | 2,180 | $73K |
| Clear Investment Research, LLC | 0.08% | Add +1.8% | 1,800 | $60K |
| Ameriflex Group, Inc. | 0.02% | Add +305.5% | 1,760 | $59K |
| Marshall & Sterling Wealth Advisors Inc. | 0.04% | New | 1,757 | $59K |
| Financial Perspectives, Inc | 0.02% | No change | 1,541 | $51K |
| Stonebridge Financial Group, LLC | 0.00% | Add +0.8% | 1,188 | $40K |
| Winch Advisory Services, LLC | 0.01% | No change | 1,186 | $40K |
| Medallion Wealth Advisors, LLC | 0.02% | Add +31.8% | 1,087 | $36K |
| Simplex Trading, LLC | 0.00% | Reduce -6.6% | 1,082 | $36K |
| ORG Partners LLC | 0.01% | Reduce -66.0% | 1,017 | $34K |
| Hazlett, Burt & Watson, Inc. | 0.01% | No change | 1,000 | $33K |
| Barrett & Company, Inc. | 0.01% | Reduce -0.5% | 987 | $33K |
| Chilton Capital Management LLC | 0.00% | New | 935 | $31K |
| McIlrath & Eck, LLC | 0.00% | No change | 900 | $30K |
| Capital A Wealth Management, LLC | 0.03% | Reduce -9.8% | 886 | $30K |
| Trust Co | 0.00% | No change | 840 | $28K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.01% | Add +8.4% | 656 | $22K |
| Whipplewood Advisors, LLC | 0.01% | Add +2.1% | 531 | $17K |
| Bogart Wealth, LLC | 0.00% | New | 514 | $17K |
| Arvest Investments, Inc. | 0.00% | No change | 409 | $14K |
| US Bancorp \de | 0.00% | New | 375 | $13K |
| CX Institutional | 0.00% | New | 330 | $11K |
| Signaturefd, LLC | 0.00% | No change | 306 | $10K |
| N.E.W. Advisory Services LLC | 0.00% | New | 200 | $7K |
| Wood Tarver Financial Group, LLC | 0.00% | No change | 197 | $7K |
| Pinnacle Bancorp, Inc. | 0.00% | New | 192 | $6K |
| Coldstream Capital Management Inc. | 0.00% | New | 176 | $6K |
| Central Pacific Bank - Trust Division | 0.00% | No change | 85 | $3K |
| Armstrong Advisory Group, Inc. | 0.00% | No change | 81 | $3K |
| Plante Moran Financial Advisors, LLC | 0.00% | New | 80 | $3K |
| Rossby Financial, LCC | 0.00% | New | 69 | $2K |
| MPWM Advisory Solutions, LLC | 0.00% | New | 35 | $1K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | New | 2 | $67 |
"% of holder's portfolio" is CGUS's weight in each manager's 13F, not the share of Cap Group Core Equity the manager owns.