Cap Group Core EquityCGUSETF
13F holders, Q3 2025 (September 30)347holders +12
32new positions
14sold out
4famous investors
$39.53avg. 13F price*
At the end of Q3 2025, 347 institutions reported holding Cap Group Core Equity (CGUS) in their 13F filings, up 12 from Q2 2025. 32 opened new positions and 14 sold out. The largest holders were LPL Financial LLC ($787.2M), Envestnet Asset Management Inc. ($440.4M) and Raymond James Financial Inc. ($277.9M). 4 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Cliff Asness (0.0% of AQR Capital Management's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Cap Group Core Equity
- Filed as
- CAPITAL GROUP CORE EQUITY ET (Q3 2025)
- CUSIP
- 14020V108
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 32 | $40.3M |
| Exits | 14 | $13.4M |
All 13F filers, Q2 2025 → Q3 2025: 25,238,958 shares bought and 2,474,062 shares sold, net +22,764,896 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 347 holders
| LPL Financial LLC | 0.23% | Add +23.0% | 19,909,178 | $787.2M |
| Envestnet Asset Management Inc. | 0.13% | Add +7.8% | 11,137,498 | $440.4M |
| Raymond James Financial Inc. | 0.09% | Add +24.0% | 7,028,681 | $277.9M |
| Morgan Stanley | 0.01% | Add +22.2% | 6,122,857 | $242.1M |
| Capital International Investors | 0.04% | Add +17866.5% | 5,978,364 | $236.4M |
| Cetera Investment Advisers | 0.25% | Add +14.4% | 5,522,630 | $218.4M |
| Jones Financial Companies LLLP | 0.13% | Add +24.8% | 4,799,841 | $188.7M |
| Capital Group Private Client Services, Inc. | 3.01% | Add +3.2% | 4,555,109 | $180.1M |
| Northwestern Mutual Wealth Management Co. | 0.11% | Add +7.2% | 4,144,701 | $163.9M |
| Wells Fargo & Company | 0.03% | Add +26.8% | 3,976,974 | $157.2M |
| Commonwealth Equity Services, LLC | 0.19% | Add +7.1% | 3,659,263 | $144.7M |
| MML Investors Services, LLC | 0.33% | Add +4.4% | 3,165,889 | $125.2M |
| Cambridge Investment Research Advisors, Inc. | 0.29% | Add +5.8% | 2,638,620 | $104.3M |
| Merit Financial Group, LLC | 0.77% | Add +1624.4% | 2,107,661 | $83.3M |
| Royal Bank of Canada | 0.01% | Add +6.3% | 2,043,127 | $80.8M |
| Osaic Holdings, Inc. | 0.11% | Add +15.2% | 2,023,624 | $79.2M |
| Captrust Financial Advisors | 0.15% | Reduce -1.4% | 1,803,311 | $71.3M |
| Sei Investments Co. | 0.07% | Add +23.8% | 1,657,531 | $65.5M |
| UBS Group AG | 0.01% | Add +3.0% | 1,490,840 | $58.9M |
| Private Advisor Group, LLC | 0.26% | Add +13.5% | 1,361,308 | $53.8M |
| Jane Street Group, LLC | 0.06% | Add +749.4% | 1,358,988 | $53.7M |
| Baird Financial Group, Inc. | 0.08% | Add +2.5% | 1,184,213 | $46.8M |
| HUB Investment Partners, LLC | 1.62% | Add +48.7% | 1,115,378 | $44.1M |
| Kestra Advisory Services, LLC | 0.20% | Reduce -8.3% | 1,077,568 | $42.6M |
| Midwest Heritage Bank, FSB | 13.67% | Reduce -0.2% | 976,506 | $38.6M |
| Stifel Financial Corp. | 0.04% | Add +14.9% | 973,079 | $38.5M |
| Assetmark, Inc. | 0.08% | Add +12.1% | 955,029 | $37.8M |
| Souders Financial Advisors | 4.37% | Reduce -0.5% | 928,455 | $36.7M |
| NewEdge Advisors, LLC | 0.16% | Add +8.0% | 892,370 | $35.3M |
| Strategic Blueprint, LLC | 1.49% | Add +33.5% | 864,452 | $34.2M |
| Summit Investment Advisory Services, LLC | 11.08% | Add +4.9% | 703,784 | $27.8M |
| Wealth Enhancement Advisory Services, LLC | 0.04% | Add +1.8% | 685,906 | $27.3M |
| Bank of America Corp. | 0.00% | Add +35.6% | 631,721 | $25.0M |
| Janney Montgomery Scott LLC | 0.06% | Add +12.8% | 618,702 | $24.5M |
| Cwm, LLC | 0.07% | Add +3.2% | 599,501 | $23.7M |
| Benjamin Edwards Inc. | 0.27% | Add +27.4% | 599,098 | $23.7M |
| &partners | 0.14% | Add +19.2% | 544,342 | $21.5M |
| Valmark Advisers, Inc. | 0.24% | Add +18.8% | 478,224 | $18.9M |
| Vestmark Advisory Solutions, Inc. | 0.35% | Reduce -45.7% | 460,975 | $18.2M |
| Harbour Investments, Inc. | 0.41% | Add +11.2% | 458,327 | $18.1M |
| Beacon Pointe Advisors, LLC | 0.15% | Add +290.2% | 452,795 | $17.9M |
| D.A. Davidson & Co. | 0.11% | Add +1.0% | 448,326 | $17.7M |
| Ameritas Investment Partners, Inc. | 0.52% | New | 433,015 | $17.1M |
| EverSource Wealth Advisors, LLC | 0.67% | Add +12.4% | 430,337 | $17.0M |
| Forge Financial Services LLC | 7.96% | Add +9.4% | 426,267 | $17.0M |
| Orion Porfolio Solutions, LLC | 0.13% | Reduce -0.1% | 410,827 | $16.2M |
| AA Financial Advisors, LLC | 3.12% | Add +5.2% | 401,342 | $15.9M |
| IFP Advisors, Inc | 0.41% | Add +4.5% | 397,773 | $15.7M |
| Investment Planning Advisors, Inc. | 4.29% | Reduce -56.2% | 344,826 | $13.6M |
| Burford Brothers, Inc. | 5.81% | Add +3.2% | 343,617 | $13.6M |
| Entruity Wealth, LLC | 10.07% | Add +4.3% | 328,203 | $13.0M |
| Bridgewealth Advisory Group, LLC | 2.70% | Add +10.3% | 294,656 | $11.7M |
| St Germain D J Co. Inc. | 0.46% | Reduce -0.4% | 292,835 | $11.6M |
| JPMorgan Chase & Co. | 0.00% | Add +1201.5% | 286,661 | $11.3M |
| VestGen Advisors, LLC | 0.37% | Add +6.7% | 282,382 | $11.2M |
| Wealthcare Advisory Partners LLC | 0.22% | Add +2.7% | 271,610 | $10.7M |
| Essex Financial Services, Inc. | 0.63% | Reduce -0.1% | 266,268 | $10.5M |
| Challenger Wealth Management | 8.20% | Reduce -2.7% | 265,284 | $10.5M |
| Stephens Inc. | 0.13% | Add +10.5% | 256,295 | $10.1M |
| Cary Street Partners Financial LLC | 0.26% | Reduce -1.2% | 250,110 | $9.9M |
| Principal Securities, Inc. | 0.16% | Reduce -8.4% | 244,616 | $9.7M |
| Cannon Wealth Management Services, LLC | 6.87% | Add +3.0% | 229,497 | $9.1M |
| Truist Financial Corp. | 0.01% | Add +21.9% | 227,476 | $9.0M |
| Sunbelt Securities, Inc. | 0.61% | Reduce -7.8% | 222,244 | $8.8M |
| Mutual Advisors, LLC | 0.19% | Add +9.6% | 212,062 | $8.5M |
| Great Valley Advisor Group, Inc. | 0.17% | Add +7.7% | 209,973 | $8.3M |
| Apollon Wealth Management, LLC | 0.14% | Add +272.2% | 201,888 | $8.0M |
| Smartleaf Asset Management LLC | 0.48% | Add +15.1% | 195,115 | $7.7M |
| Susquehanna International Group, LLP | 0.01% | New | 194,480 | $7.7M |
| Sagespring Wealth Partners, LLC | 0.15% | Add +3.7% | 192,263 | $7.6M |
| Gerber Kawasaki Wealth & Investment Management | 0.25% | Add +3.8% | 187,703 | $7.4M |
| Envestnet Portfolio Solutions, Inc. | 0.03% | Reduce -15.8% | 186,324 | $7.4M |
| Dynamic Advisor Solutions LLC | 0.21% | Reduce -1.0% | 182,245 | $7.2M |
| Natixis Advisors, LLC | 0.01% | Add +31.5% | 181,828 | $7.2M |
| Old Mission Capital LLC | 0.26% | Reduce -53.4% | 180,812 | $7.1M |
| HighTower Advisors, LLC | 0.01% | Add +23.2% | 171,662 | $6.8M |
| Equitable Holdings, Inc. | 0.05% | Add +21.4% | 168,481 | $6.7M |
| Ergawealth Advisors, Inc. | 3.05% | Add +384.9% | 165,554 | $6.5M |
| Sovran Advisors, LLC | 0.57% | Add +29.6% | 161,873 | $6.5M |
| Blair William & Co. | 0.02% | Add +1.3% | 161,434 | $6.4M |
| Creative Financial Designs Inc. | 0.41% | Add +5.6% | 153,389 | $6.1M |
| Founders Financial Securities LLC | 0.40% | Add +2.7% | 149,822 | $5.9M |
| Smith, Moore & Co. | 0.45% | Reduce -3.1% | 148,730 | $5.9M |
| Integrated Wealth Concepts LLC | 0.05% | Add +4.2% | 148,390 | $5.9M |
| Affiance Financial, LLC | 1.05% | Reduce -44.6% | 145,346 | $5.7M |
| Centaurus Financial, Inc. | 0.27% | Add +4.9% | 143,382 | $5.7M |
| Cushing Capital Partners, LLC | 4.38% | Add +6.7% | 141,067 | $5.6M |
| Thoroughbred Financial Services, LLC | 0.34% | Add +15.4% | 140,664 | $5.6M |
| Aspire Growth Partners LLC | 3.98% | Add +8.0% | 137,803 | $5.4M |
| Transcendent Capital Group LLC | 2.39% | Reduce -3.6% | 134,911 | $5.3M |
| Geneos Wealth Management Inc. | 0.14% | Reduce -4.1% | 134,758 | $5.3M |
| Advisory Services Network, LLC | 0.07% | Add +19.2% | 129,263 | $5.1M |
| PFG Advisors | 0.20% | Add +14.4% | 124,925 | $4.9M |
| A&I Financial Services, LLC | 2.40% | Add +14.5% | 123,659 | $4.9M |
| Clear Creek Financial Management, LLC | 0.41% | Add +1.4% | 120,459 | $4.8M |
| Prospera Financial Services Inc | 0.08% | Reduce -0.1% | 119,428 | $4.7M |
| Concurrent Investment Advisors, LLC | 0.08% | Add +28.6% | 118,724 | $4.7M |
| Endeavor Private Wealth, Inc. | 1.45% | Add +11.8% | 118,185 | $4.7M |
| Berger Financial Group, Inc | 0.27% | Reduce -0.3% | 114,725 | $4.5M |
| Continuum Advisory, LLC | 0.48% | Add +1.2% | 113,695 | $4.5M |
"% of holder's portfolio" is CGUS's weight in each manager's 13F, not the share of Cap Group Core Equity the manager owns.