Cap Group Core EquityCGUSETF
13F holders, Q4 2025 (December 31)396holders +49
42new positions
15sold out
3famous investors
$40.24avg. 13F price*
At the end of Q4 2025, 396 institutions reported holding Cap Group Core Equity (CGUS) in their 13F filings, up 49 from Q3 2025. 42 opened new positions and 15 sold out. The largest holders were LPL Financial LLC ($954.8M), Envestnet Asset Management Inc. ($463.9M) and Raymond James Financial Inc. ($294.0M). 3 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Paul Tudor Jones (0.0% of Tudor Investment Corporation'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 (Q4 2025)
- CUSIP
- 14020V108
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 42 | $87.7M |
| Exits | 15 | $20.3M |
All 13F filers, Q3 2025 → Q4 2025: 17,739,622 shares bought and 3,249,605 shares sold, net +14,490,017 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 396 holders
| LPL Financial LLC | 0.26% | Add +19.2% | 23,734,177 | $954.8M |
| Envestnet Asset Management Inc. | 0.14% | Add +3.5% | 11,530,716 | $463.9M |
| Raymond James Financial Inc. | 0.09% | Add +4.0% | 7,308,251 | $294.0M |
| Morgan Stanley | 0.02% | Add +9.7% | 6,715,499 | $270.2M |
| Jones Financial Companies LLLP | 0.15% | Add +28.1% | 6,149,146 | $247.4M |
| Capital International Investors | 0.04% | Add +1.1% | 6,046,805 | $243.3M |
| Cetera Investment Advisers | 0.26% | Add +7.6% | 5,940,417 | $239.0M |
| Wells Fargo & Company | 0.04% | Add +32.7% | 5,278,226 | $212.3M |
| Capital Group Private Client Services, Inc. | 3.01% | Add +3.2% | 4,700,100 | $189.1M |
| Northwestern Mutual Wealth Management Co. | 0.11% | Add +4.3% | 4,324,780 | $174.0M |
| Commonwealth Equity Services, LLC | 0.21% | Add +7.5% | 3,933,197 | $158.2M |
| MML Investors Services, LLC | 0.34% | Add +8.8% | 3,443,111 | $138.5M |
| Cambridge Investment Research Advisors, Inc. | 0.29% | Add +4.7% | 2,762,613 | $111.1M |
| Royal Bank of Canada | 0.02% | Add +10.5% | 2,258,364 | $90.9M |
| Merit Financial Group, LLC | 0.71% | Add +4.1% | 2,193,385 | $88.2M |
| Osaic Holdings, Inc. | 0.13% | Add +6.5% | 2,155,286 | $86.7M |
| Sei Investments Co. | 0.08% | Add +21.3% | 2,009,858 | $80.9M |
| Private Advisor Group, LLC | 0.38% | Add +47.0% | 2,001,153 | $80.5M |
| Captrust Financial Advisors | 0.14% | Reduce -1.9% | 1,768,853 | $71.2M |
| UBS Group AG | 0.01% | Add +5.7% | 1,575,236 | $63.4M |
| Baird Financial Group, Inc. | 0.08% | Add +1.4% | 1,200,607 | $48.3M |
| &partners | 0.25% | Add +116.5% | 1,178,567 | $47.4M |
| Assetmark, Inc. | 0.10% | Add +22.5% | 1,170,140 | $47.1M |
| HUB Investment Partners, LLC | 1.25% | Add +2.2% | 1,140,188 | $45.9M |
| Stifel Financial Corp. | 0.04% | Add +9.8% | 1,068,766 | $43.0M |
| NewEdge Advisors, LLC | 0.15% | Add +15.3% | 1,029,158 | $41.4M |
| Midwest Heritage Bank, FSB | 13.55% | Reduce -0.1% | 975,708 | $39.3M |
| Souders Financial Advisors | 4.45% | Add +4.1% | 966,539 | $38.9M |
| Kestra Advisory Services, LLC | 0.15% | Reduce -15.3% | 912,191 | $36.7M |
| Silver Oak Securities, Incorporated | 2.35% | New | 858,085 | $34.8M |
| Bank of America Corp. | 0.00% | Add +31.6% | 831,238 | $33.4M |
| Janney Montgomery Scott LLC | 0.07% | Add +22.9% | 760,323 | $30.6M |
| Summit Investment Advisory Services, LLC | 11.16% | Add +4.4% | 734,676 | $29.6M |
| Benjamin Edwards Inc. | 0.33% | Add +22.1% | 731,518 | $29.4M |
| Wealth Enhancement Advisory Services, LLC | 0.04% | Add +2.1% | 700,200 | $28.7M |
| Valmark Advisers, Inc. | 0.33% | Add +39.0% | 664,992 | $26.8M |
| BIP Wealth, LLC | 0.94% | Add +12313.5% | 659,775 | $26.5M |
| Cwm, LLC | 0.07% | Add +0.5% | 602,206 | $24.2M |
| HighPoint Advisor Group LLC | 0.52% | New | 582,525 | $23.4M |
| Vestmark Advisory Solutions, Inc. | 0.28% | Add +10.7% | 510,219 | $20.5M |
| Harbour Investments, Inc. | 0.41% | Add +10.2% | 505,239 | $20.3M |
| D.A. Davidson & Co. | 0.12% | Add +4.7% | 469,277 | $18.9M |
| EverSource Wealth Advisors, LLC | 0.69% | Add +8.1% | 465,364 | $18.7M |
| Ameritas Investment Partners, Inc. | 0.56% | Add +5.9% | 458,673 | $18.5M |
| Beacon Pointe Advisors, LLC | 0.13% | Add +0.8% | 456,644 | $18.4M |
| Orion Porfolio Solutions, LLC | 0.13% | Add +7.6% | 442,189 | $17.8M |
| Forge Financial Services LLC | 7.56% | Add +3.1% | 439,334 | $17.7M |
| AA Financial Advisors, LLC | 3.16% | Add +5.7% | 424,380 | $17.1M |
| IFP Advisors, Inc | 0.37% | Add +3.3% | 410,781 | $16.5M |
| Ergawealth Advisors, Inc. | 7.31% | Add +138.4% | 394,724 | $15.9M |
| Investment Planning Advisors, Inc. | 4.16% | Add +3.0% | 355,027 | $14.3M |
| Burford Brothers, Inc. | 5.89% | Add +3.1% | 354,418 | $14.3M |
| Entruity Wealth, LLC | 9.49% | Add +0.8% | 330,914 | $13.3M |
| Bridgewealth Advisory Group, LLC | 2.93% | Add +12.0% | 329,916 | $13.3M |
| Strategic Blueprint, LLC | 0.75% | Reduce -63.6% | 315,040 | $12.7M |
| JPMorgan Chase & Co. | 0.00% | Add +8.7% | 311,498 | $12.5M |
| Principal Securities, Inc. | 0.18% | Add +19.2% | 291,627 | $11.7M |
| Michael Brady & Co., LLC | 11.68% | — | 291,024 | $11.7M |
| Vigil Wealth Management, LLC | 9.69% | — | 289,777 | $11.7M |
| Kingswood Wealth Advisors, LLC | 0.55% | Add +349.2% | 283,081 | $11.4M |
| Stephens Inc. | 0.14% | Add +6.8% | 273,655 | $11.0M |
| J. Derek Lewis & Associates Inc. | 2.56% | — | 272,179 | $10.9M |
| Challenger Wealth Management | 8.18% | Add +0.5% | 266,468 | $10.7M |
| Truist Financial Corp. | 0.01% | Add +16.5% | 265,065 | $10.7M |
| St Germain D J Co. Inc. | 0.40% | Reduce -12.8% | 255,245 | $10.3M |
| Cary Street Partners Financial LLC | 0.25% | Add +0.7% | 251,861 | $10.1M |
| Essex Financial Services, Inc. | 0.57% | Reduce -5.7% | 251,051 | $10.1M |
| Guided Capital Wealth Management, LLC | 6.88% | New | 243,980 | $9.8M |
| Natixis Advisors, LLC | 0.01% | Add +27.3% | 231,435 | $9.3M |
| Apollon Wealth Management, LLC | 0.16% | Add +12.2% | 226,482 | $9.1M |
| Mutual Advisors, LLC | 0.19% | Add +4.9% | 222,521 | $9.0M |
| Sunbelt Securities, Inc. | 0.59% | Reduce -0.5% | 221,105 | $8.9M |
| Great Valley Advisor Group, Inc. | 0.17% | Add +4.3% | 218,920 | $8.8M |
| Envestnet Portfolio Solutions, Inc. | 0.03% | Add +16.0% | 216,059 | $8.7M |
| Smartleaf Asset Management LLC | 0.32% | Add +8.0% | 210,628 | $8.5M |
| Sagespring Wealth Partners, LLC | 0.15% | Add +10.3% | 211,986 | $8.5M |
| Concurrent Investment Advisors, LLC | 0.09% | Add +65.8% | 196,885 | $7.9M |
| Equitable Holdings, Inc. | 0.05% | Add +15.8% | 195,183 | $7.9M |
| HighTower Advisors, LLC | 0.01% | Add +12.8% | 193,659 | $7.8M |
| Gerber Kawasaki Wealth & Investment Management | 0.27% | Add +2.2% | 191,895 | $7.7M |
| Cannon Wealth Management Services, LLC | 5.37% | Reduce -17.6% | 189,166 | $7.6M |
| Founders Financial Securities LLC | 0.42% | Add +19.5% | 179,103 | $7.2M |
| Blair William & Co. | 0.02% | Add +3.1% | 166,437 | $6.7M |
| Integrated Wealth Concepts LLC | 0.08% | Add +8.8% | 161,389 | $6.5M |
| Wealthcare Advisory Partners LLC | 0.13% | Reduce -41.7% | 158,440 | $6.4M |
| Creative Financial Designs Inc. | 0.39% | Add +0.5% | 154,144 | $6.2M |
| Sovran Advisors, LLC | 0.52% | Reduce -7.0% | 150,521 | $6.2M |
| Thoroughbred Financial Services, LLC | 0.35% | Add +5.0% | 147,632 | $5.9M |
| Geneos Wealth Management Inc. | 0.14% | Add +8.8% | 146,623 | $5.9M |
| Centaurus Financial, Inc. | 0.27% | Add +1.5% | 145,493 | $5.9M |
| Cullen/Frost Bankers, Inc. | 0.06% | Add +27.6% | 142,148 | $5.7M |
| BNB Wealth Management, LLC | 3.67% | — | 141,567 | $5.7M |
| Aspire Growth Partners LLC | 3.95% | Add +2.4% | 141,094 | $5.7M |
| Jane Street Group, LLC | 0.01% | Reduce -89.9% | 137,712 | $5.5M |
| PFG Advisors | 0.26% | Add +8.3% | 135,266 | $5.4M |
| Transcendent Capital Group LLC | 2.40% | Reduce -2.3% | 131,789 | $5.3M |
| Clear Creek Financial Management, LLC | 0.42% | Add +6.8% | 128,681 | $5.2M |
| A&I Financial Services, LLC | 2.45% | Add +3.8% | 128,400 | $5.2M |
| Endeavor Private Wealth, Inc. | 1.46% | Add +7.4% | 126,982 | $5.1M |
| Western Wealth Management, LLC | 0.23% | Add +11.6% | 125,762 | $5.1M |
"% of holder's portfolio" is CGUS's weight in each manager's 13F, not the share of Cap Group Core Equity the manager owns.