Cap Group Core EquityCGUSETF
13F holders, Q2 2025 (June 30)335holders +16
31new positions
16sold out
4famous investors
$36.93avg. 13F price*
At the end of Q2 2025, 335 institutions reported holding Cap Group Core Equity (CGUS) in their 13F filings, up 16 from Q1 2025. 31 opened new positions and 16 sold out. The largest holders were LPL Financial LLC ($597.8M), Envestnet Asset Management Inc. ($381.4M) and Raymond James Financial Inc. ($209.3M). 4 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies'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 (Q2 2025)
- CUSIP
- 14020V108
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 31 | $31.2M |
| Exits | 16 | $10.9M |
All 13F filers, Q1 2025 → Q2 2025: 12,759,458 shares bought and 1,793,470 shares sold, net +10,965,988 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 335 holders
| LPL Financial LLC | 0.20% | Add +9.1% | 16,186,883 | $597.8M |
| Envestnet Asset Management Inc. | 0.11% | Add +13.6% | 10,327,349 | $381.4M |
| Raymond James Financial Inc. | 0.07% | Add +8.6% | 5,668,346 | $209.3M |
| Morgan Stanley | 0.01% | Add +14.9% | 5,008,826 | $185.0M |
| Cetera Investment Advisers | 0.30% | Add +25.6% | 4,826,699 | $178.3M |
| Capital Group Private Client Services, Inc. | 1.41% | Add +2.9% | 4,412,415 | $163.0M |
| Northwestern Mutual Wealth Management Co. | 0.10% | Add +8.8% | 3,865,009 | $142.7M |
| Jones Financial Companies LLLP | 0.11% | Add +46.0% | 3,845,225 | $141.7M |
| Commonwealth Equity Services, LLC | 0.17% | Add +7.3% | 3,415,953 | $126.2M |
| Wells Fargo & Company | 0.03% | Add +6.5% | 3,137,696 | $115.9M |
| MML Investors Services, LLC | 0.32% | Add +11.0% | 3,032,309 | $112.0M |
| Cambridge Investment Research Advisors, Inc. | 0.28% | Add +10.0% | 2,493,713 | $92.1M |
| Royal Bank of Canada | 0.01% | Reduce -2.7% | 1,922,030 | $71.0M |
| Captrust Financial Advisors | 0.15% | Add +6.9% | 1,828,484 | $67.5M |
| Osaic Holdings, Inc. | 0.11% | Add +16.4% | 1,757,275 | $64.4M |
| UBS Group AG | 0.01% | Add +61.7% | 1,447,626 | $53.5M |
| Sei Investments Co. | 0.06% | Add +33.8% | 1,338,685 | $49.4M |
| Private Advisor Group, LLC | 0.24% | Add +4.2% | 1,199,797 | $44.3M |
| Kestra Advisory Services, LLC | 0.21% | Add +7.3% | 1,174,544 | $43.4M |
| Baird Financial Group, Inc. | 0.07% | Add +8.3% | 1,154,988 | $42.7M |
| Midwest Heritage Bank, FSB | 13.59% | Add +3.0% | 978,124 | $36.1M |
| Souders Financial Advisors | 4.38% | Add +5.8% | 932,782 | $34.4M |
| Assetmark, Inc. | 0.07% | Add +6.1% | 852,157 | $31.5M |
| Vestmark Advisory Solutions, Inc. | 0.45% | Add +109.7% | 849,562 | $31.4M |
| Stifel Financial Corp. | 0.03% | Add +14.8% | 847,182 | $31.3M |
| NewEdge Advisors, LLC | 0.16% | Reduce -17.8% | 826,422 | $30.5M |
| Investment Planning Advisors, Inc. | 10.28% | Add +20.8% | 788,011 | $29.1M |
| HUB Investment Partners, LLC | 0.97% | Add +7.2% | 750,208 | $27.7M |
| Wealth Enhancement Advisory Services, LLC | 0.04% | Reduce -1.1% | 673,845 | $25.2M |
| Summit Investment Advisory Services, LLC | 10.78% | Add +5.9% | 671,048 | $24.8M |
| Strategic Blueprint, LLC | 1.17% | Add +8.7% | 647,391 | $23.9M |
| Cwm, LLC | 0.08% | Add +3.8% | 580,783 | $21.4M |
| Janney Montgomery Scott LLC | 0.05% | Add +23.6% | 548,695 | $20.3M |
| Benjamin Edwards Inc. | 0.22% | Add +27.4% | 470,078 | $17.4M |
| Bank of America Corp. | 0.00% | Add +50.5% | 465,996 | $17.2M |
| &partners | 0.13% | Add +21.4% | 456,595 | $16.9M |
| D.A. Davidson & Co. | 0.12% | Add +2.1% | 443,816 | $16.4M |
| Harbour Investments, Inc. | 0.39% | Add +0.5% | 412,211 | $15.2M |
| Orion Porfolio Solutions, LLC | 0.13% | Add +2.0% | 411,239 | $15.2M |
| Valmark Advisers, Inc. | 0.21% | Add +6.8% | 402,564 | $14.9M |
| Forge Financial Services LLC | 10.95% | Add +7.6% | 389,756 | $14.6M |
| Old Mission Capital LLC | 0.38% | Add +1.0% | 387,686 | $14.3M |
| EverSource Wealth Advisors, LLC | 0.64% | Add +18.9% | 382,889 | $14.1M |
| AA Financial Advisors, LLC | 3.04% | Reduce -0.5% | 381,380 | $14.1M |
| IFP Advisors, Inc | 0.40% | Add +10.5% | 380,451 | $14.1M |
| Burford Brothers, Inc. | 5.64% | Reduce -2.1% | 332,972 | $12.3M |
| Entruity Wealth, LLC | 9.88% | Add +7.2% | 314,621 | $11.6M |
| St Germain D J Co. Inc. | 0.47% | Add +0.4% | 294,083 | $10.9M |
| Atria Wealth Solutions, Inc. | 0.24% | Reduce -19.8% | 288,796 | $10.7M |
| Citadel Advisors | 0.01% | New | 283,714 | $10.5M |
| Challenger Wealth Management | 6.98% | Add +7.8% | 272,601 | $10.1M |
| Bridgewealth Advisory Group, LLC | 2.51% | Add +44.0% | 267,169 | $9.9M |
| Principal Securities, Inc. | 0.19% | Add +21.9% | 267,142 | $9.9M |
| Essex Financial Services, Inc. | 0.65% | Reduce -0.3% | 266,668 | $9.8M |
| VestGen Advisors, LLC | 0.39% | Add +4.7% | 264,597 | $9.8M |
| Wealthcare Advisory Partners LLC | 0.22% | Add +12.7% | 264,366 | $9.8M |
| Affiance Financial, LLC | 1.97% | Reduce -46.5% | 262,404 | $9.7M |
| Kingsview Wealth Management, LLC | 0.16% | Add +28.6% | 253,557 | $9.4M |
| Cary Street Partners Financial LLC | 0.26% | Reduce -53.9% | 253,233 | $9.4M |
| Stephens Inc. | 0.12% | Add +13.5% | 232,010 | $8.6M |
| Sunbelt Securities, Inc. | 0.74% | Add +3.3% | 240,929 | $8.4M |
| Cannon Wealth Management Services, LLC | 6.73% | Add +6.4% | 222,851 | $8.2M |
| Envestnet Portfolio Solutions, Inc. | 0.03% | Reduce -31.1% | 221,166 | $8.2M |
| Mutual Advisors, LLC | 0.19% | Add +32.3% | 193,476 | $7.4M |
| Great Valley Advisor Group, Inc. | 0.16% | Add +24.1% | 194,938 | $7.2M |
| Truist Financial Corp. | 0.01% | Add +8.8% | 186,633 | $6.9M |
| Sagespring Wealth Partners, LLC | 0.15% | Add +8.1% | 185,471 | $6.8M |
| Dynamic Advisor Solutions LLC | 0.21% | Reduce -12.6% | 184,004 | $6.8M |
| Gerber Kawasaki Wealth & Investment Management | 0.26% | Add +5.3% | 180,809 | $6.7M |
| Lanark Financial, Inc. | 0.53% | Add +8.0% | 175,829 | $6.5M |
| Smartleaf Asset Management LLC | 0.55% | Add +16.6% | 169,565 | $6.2M |
| Jane Street Group, LLC | 0.01% | Add +11.6% | 160,000 | $5.9M |
| Blair William & Co. | 0.02% | Add +2.4% | 159,403 | $5.9M |
| Smith, Moore & Co. | 0.48% | Reduce -14.0% | 153,458 | $5.7M |
| Founders Financial Securities LLC | 0.41% | Add +9.8% | 145,839 | $5.4M |
| Creative Financial Designs Inc. | 0.39% | Reduce -29.9% | 145,220 | $5.4M |
| Integrated Wealth Concepts LLC | 0.05% | Add +28.1% | 142,452 | $5.3M |
| Geneos Wealth Management Inc. | 0.13% | Add +1807.2% | 140,501 | $5.2M |
| Transcendent Capital Group LLC | 2.66% | Add +1.1% | 139,941 | $5.2M |
| HighTower Advisors, LLC | 0.01% | Add +19.1% | 139,386 | $5.1M |
| Equitable Holdings, Inc. | 0.04% | Add +162.4% | 138,737 | $5.1M |
| Natixis Advisors, LLC | 0.01% | Add +17.0% | 138,283 | $5.1M |
| Centaurus Financial, Inc. | 0.29% | Add +20.1% | 136,665 | $5.0M |
| Cushing Capital Partners, LLC | 4.14% | Reduce -1.0% | 132,159 | $4.9M |
| Aspire Growth Partners LLC | 3.86% | Add +15.9% | 127,590 | $4.7M |
| Sovran Advisors, LLC | 0.49% | Add +27.0% | 124,932 | $4.6M |
| Merit Financial Group, LLC | 0.05% | Add +16.9% | 122,226 | $4.5M |
| Thoroughbred Financial Services, LLC | 0.31% | Add +11.3% | 121,874 | $4.5M |
| Prospera Financial Services Inc | 0.08% | Add +11.2% | 119,540 | $4.4M |
| Clear Creek Financial Management, LLC | 0.42% | Add +6.8% | 118,786 | $4.4M |
| Beacon Pointe Advisors, LLC | 0.04% | New | 116,048 | $4.3M |
| Avantax Advisory Services, Inc. | 0.02% | Add +23.4% | 115,626 | $4.3M |
| Berger Financial Group, Inc | 0.28% | Reduce -7.0% | 115,045 | $4.2M |
| Continuum Advisory, LLC | 0.50% | Reduce -6.8% | 112,396 | $4.2M |
| Advisory Services Network, LLC | 0.07% | Reduce -26.6% | 108,403 | $4.1M |
| Park Avenue Securities LLC | 0.04% | Add +11.1% | 109,461 | $4.0M |
| PFG Advisors | 0.19% | Add +0.5% | 109,197 | $4.0M |
| Virtu Financial LLC | 0.21% | New | 108,747 | $4.0M |
| A&I Financial Services, LLC | 2.25% | Add +17.2% | 108,032 | $4.0M |
| Endeavor Private Wealth, Inc. | 1.85% | Add +34.6% | 105,721 | $3.9M |
"% of holder's portfolio" is CGUS's weight in each manager's 13F, not the share of Cap Group Core Equity the manager owns.