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 |
| Cushing Capital Partners, LLC | 3.71% | Reduce -11.7% | 124,547 | $5.0M |
| Smith, Moore & Co. | 0.38% | Reduce -16.8% | 123,704 | $5.0M |
| Berger Financial Group, Inc | 0.28% | Add +5.0% | 120,492 | $4.8M |
| Sanctuary Advisors, LLC | 0.03% | Add +37.3% | 115,759 | $4.7M |
| Continuum Advisory, LLC | 0.46% | Add +0.8% | 114,608 | $4.6M |
| Perennial Investment Advisors, LLC | 0.36% | Add +19.7% | 114,249 | $4.6M |
| Advisory Services Network, LLC | 0.06% | Reduce -11.9% | 113,828 | $4.6M |
| Park Avenue Securities LLC | 0.04% | Add +14.1% | 113,617 | $4.6M |
| Worthington Financial Partners, LLC | 3.90% | — | 109,608 | $4.4M |
| Kingsview Wealth Management, LLC | 0.06% | Add +35.2% | 109,536 | $4.4M |
| Dynamic Advisor Solutions LLC | 0.14% | Reduce -39.9% | 109,534 | $4.4M |
| G&S Capital LLC | 1.49% | Add +4.8% | 104,611 | $4.2M |
| Flow Traders U.S. LLC | 0.13% | New | 100,548 | $4.0M |
| Independent Financial Group, LLC | 0.09% | Add +21.9% | 99,077 | $4.0M |
| Prospera Financial Services Inc | 0.06% | Reduce -18.8% | 97,001 | $3.9M |
| Sittner & Nelson, LLC | 1.38% | Add +20.3% | 95,570 | $3.9M |
| Barnes Pettey Financial Advisors, LLC | 1.90% | Add +0.6% | 95,758 | $3.9M |
| Seamount Financial Group Inc. | 1.74% | Add +6.4% | 95,368 | $3.8M |
| Boyer Financial Services, Inc. | 4.00% | — | 93,504 | $3.8M |
| Capital Management Associates, Inc | 0.83% | Add +58.3% | 93,670 | $3.8M |
| Global Retirement Partners, LLC | 0.07% | Add +52.0% | 91,174 | $3.7M |
| Affiance Financial, LLC | 0.58% | Reduce -38.4% | 89,568 | $3.6M |
| Venture Visionary Partners LLC | 0.12% | Add +128.4% | 89,509 | $3.6M |
| Koshinski Asset Management, Inc. | 0.23% | Add +23.4% | 87,003 | $3.5M |
| World Investment Advisors | 0.06% | Reduce -3.3% | 86,952 | $3.5M |
| Bleakley Financial Group, LLC | 0.06% | Add +1.1% | 86,503 | $3.5M |
| M.E. Allison & Co., Inc. | 2.20% | Add +13.2% | 80,385 | $3.2M |
| Advyzon Investment Management, LLC | 0.37% | Add +135.2% | 79,117 | $3.2M |
| J.W. Cole Advisors, Inc. | 0.08% | Add +21.6% | 80,825 | $3.1M |
| Mariner, LLC | 0.00% | Add +17.9% | 74,836 | $3.0M |
| Signature Estate & Investment Advisors LLC | 0.06% | Add +4.8% | 74,495 | $3.0M |
| Signature Resources Capital Management, LLC | 1.50% | Add +16.7% | 73,779 | $3.0M |
| LongView Wealth Management | 0.71% | Add +18.2% | 71,311 | $2.9M |
| Advisortrust Partners, LLC | 1.28% | — | 72,324 | $2.9M |
| Hopwood Nicholas Hunter | 0.95% | — | 72,236 | $2.9M |
| TrueWealth Financial Partners | 2.38% | New | 71,567 | $2.9M |
| True Blue Financial, LLC | 2.38% | — | 71,567 | $2.9M |
| Stratos Wealth Partners, LTD. | 0.03% | Add +23.4% | 71,101 | $2.9M |
| GTS Securities LLC | 0.10% | Reduce -14.3% | 70,838 | $2.8M |
| VestGen Advisors, LLC | 0.12% | Reduce -75.8% | 68,334 | $2.7M |
| Olistico Wealth, LLC | 1.34% | Add +0.0% | 68,288 | $2.7M |
| Merited Wealth, LLC | 2.51% | — | 67,391 | $2.7M |
| Farther Finance Advisors, LLC | 0.03% | Add +1287.3% | 66,671 | $2.7M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +32.8% | 66,639 | $2.7M |
| Choreo, LLC | 0.03% | Add +2.2% | 65,977 | $2.7M |
| Rockefeller Capital Management L.P. | 0.00% | Add +21.1% | 65,444 | $2.6M |
| Investment Advisory Services Inc. /TX | 0.82% | Add +3.9% | 65,201 | $2.6M |
| Integrity Advisory Solutions, LLC | 0.37% | Add +20.5% | 63,132 | $2.5M |
| Pines Wealth Management, LLC | 0.81% | Add +1.1% | 62,601 | $2.5M |
| Blueprint Investment Partners LLC | 0.27% | Add +53.9% | 62,213 | $2.5M |
| Meridian Wealth Management, LLC | 0.09% | Add +6.6% | 61,462 | $2.5M |
| Keystone Financial Group | 0.18% | Add +10.2% | 61,361 | $2.5M |
| Aptus Capital Advisors, LLC | 0.02% | Add +0.3% | 61,329 | $2.5M |
| Latitude Advisors, LLC | 1.08% | Add +10.6% | 61,231 | $2.5M |
| Lodestone Wealth Management LLC | 1.00% | Reduce -2.1% | 60,787 | $2.4M |
| Blueprint Financial Advisors LLC | 0.37% | Add +50.1% | 60,663 | $2.4M |
| Trueblood Wealth Management, LLC | 0.94% | Add +14.4% | 60,130 | $2.4M |
| Ashton Thomas Securities, LLC | 0.45% | No change | 59,207 | $2.4M |
| Norden Group LLC | 0.21% | Reduce -0.9% | 52,510 | $2.1M |
| Ameritas Advisory Services, LLC | 0.08% | Add +26.4% | 51,623 | $2.1M |
| Lantz Financial LLC | 0.42% | Add +11.8% | 49,686 | $2.0M |
| Confluence Wealth Services, Inc. | 0.08% | Reduce -0.3% | 48,981 | $2.0M |
| Atria Investments, Inc | 0.02% | Add +561.2% | 48,824 | $2.0M |
| Capital Investment Management, Inc. | 0.68% | — | 48,596 | $2.0M |
| BlackRock, Inc. | 0.00% | No change | 47,500 | $1.9M |
| Renaissance Technologies | 0.00% | Reduce -40.7% | 46,700 | $1.9M |
| Tempus Wealth Planning, LLC | 0.43% | Reduce -3.2% | 46,656 | $1.9M |
| KMG Fiduciary Partners, LLC | 0.13% | Add +0.4% | 46,457 | $1.9M |
| RFG Advisory, LLC | 0.04% | Add +0.9% | 46,384 | $1.9M |
| Nations Financial Group Inc, /Ia/ | 0.10% | Add +2.3% | 46,091 | $1.9M |
| Armstrong, Fleming & Moore, Inc | 0.85% | Add +9.0% | 45,879 | $1.8M |
| Gateway Wealth Partners, LLC | 0.20% | Add +54.1% | 45,709 | $1.8M |
| Vantus Wealth LLC | 1.35% | — | 45,468 | $1.8M |
| Integrity Alliance, Llc. | 0.07% | New | 44,887 | $1.8M |
| KPP Advisory Services LLC | 0.25% | Add +1.4% | 42,990 | $1.7M |
| Mayflower Financial Advisors, LLC | 0.21% | Reduce -2.5% | 42,886 | $1.7M |
| WealthCare Investment Partners, LLC | 0.50% | Add +0.6% | 42,338 | $1.7M |
| Kestra Private Wealth Services, LLC | 0.02% | Add +19.8% | 40,776 | $1.6M |
| HBW Advisory Services LLC | 0.18% | Reduce -2.8% | 40,589 | $1.6M |
| Capital Analysts, LLC | 0.04% | Add +28.6% | 40,461 | $1.6M |
| CWS Financial Advisors, LLC | 0.43% | Reduce -3.1% | 39,595 | $1.6M |
| ORG Partners LLC | 0.28% | Add +167.2% | 38,309 | $1.5M |
| OneDigital Investment Advisors LLC | 0.01% | Reduce -2.6% | 37,550 | $1.5M |
| IFG Advisory, LLC | 0.06% | Add +11.3% | 36,906 | $1.5M |
| Lynch & Associates | 0.27% | Add +5.2% | 36,075 | $1.5M |
| Lincoln Capital LLC | 0.26% | Add +21.8% | 36,065 | $1.5M |
| Summit Financial, LLC | 0.02% | Add +37.4% | 35,767 | $1.4M |
| Sigma Planning Corp | 0.04% | Add +24.3% | 35,727 | $1.4M |
| Independent Wealth Network Inc. | 0.44% | Reduce -2.2% | 35,476 | $1.4M |
| Richmond Investment Services, LLC | 0.25% | Add +40.4% | 35,435 | $1.4M |
| Cozad Asset Management Inc. | 0.11% | Reduce -0.7% | 35,198 | $1.4M |
| Cerity Partners LLC | 0.00% | Add +12.1% | 35,028 | $1.4M |
| O'shaughnessy Asset Management, LLC | 0.01% | Reduce -0.1% | 34,205 | $1.4M |
| TCFG Wealth Management, LLC | 0.53% | Add +8.3% | 33,867 | $1.4M |
| Security Financial Services, INC. | 0.21% | Add +37.7% | 33,828 | $1.4M |
| Diversify Advisory Services, LLC | 0.04% | New | 32,974 | $1.4M |
| Vicus Capital | 0.10% | Add +30.0% | 32,863 | $1.3M |
| 180 Wealth Advisors, LLC | 0.15% | Add +3.5% | 32,858 | $1.3M |
| GWN Securities Inc. | 0.26% | Add +32.9% | 32,505 | $1.3M |
| Oppenheimer & Co. Inc. | 0.02% | Add +26.0% | 31,568 | $1.3M |
| RM Financial Services, LLC | 1.11% | — | 30,970 | $1.2M |
| DAVENPORT & Co LLC | 0.01% | Add +28.0% | 30,218 | $1.2M |
| Landaas & Co. /Wi | 0.26% | Add +54.0% | 29,625 | $1.2M |
| Bill Few Associates, Inc. | 0.29% | Add +12.8% | 29,483 | $1.2M |
| Jacobi Capital Management LLC | 0.07% | Add +43.5% | 29,343 | $1.2M |
| Focus Partners Wealth | 0.00% | Add +16.8% | 29,114 | $1.2M |
| Kintra Wealth, LLC | 0.16% | Add +1.1% | 29,112 | $1.2M |
| Balentine LLC | 0.04% | No change | 29,107 | $1.2M |
| Creative Planning | 0.00% | Add +7.6% | 28,480 | $1.1M |
| Capital Investment Advisory Services, LLC | 0.08% | Add +22.8% | 28,387 | $1.1M |
| Advisor OS, LLC | 0.09% | Add +13.1% | 27,830 | $1.1M |
| U.S. Capital Wealth Advisors, LLC | 0.03% | Add +3.4% | 26,525 | $1.1M |
| Allworth Financial LP | 0.00% | Add +3.7% | 26,172 | $1.1M |
| Fourpath Capital Management, LLC | 0.14% | Add +12.3% | 26,145 | $1.1M |
| Beto Financial Group, LLC | 0.71% | — | 25,514 | $1.0M |
| M Holdings Securities, Inc. | 0.07% | Add +6.3% | 25,786 | $1.0M |
| Mgo One Seven LLC | 0.02% | Add +120.1% | 25,498 | $1.0M |
| Visionary Wealth Advisors | 0.05% | Add +45.5% | 24,987 | $1.0M |
| Summit Wealth Group LLC / Co. | 0.13% | New | 24,936 | $1.0M |
| Ausdal Financial Partners, Inc. | 0.05% | Add +32.1% | 24,918 | $1.0M |
| Belpointe Asset Management LLC | 0.04% | No change | 24,826 | $999K |
| Axxcess Wealth Management, LLC | 0.02% | Reduce -0.1% | 24,646 | $992K |
| Private Trust Co. NA | 0.09% | Add +16.3% | 24,304 | $978K |
| Owen LaRue, LLC | 0.37% | Add +4.9% | 24,043 | $967K |
| Certior Financial Group, LLC | 0.64% | Add +0.5% | 23,434 | $943K |
| KOM Wealth Management Group, LLC | 0.67% | Add +6.5% | 23,384 | $941K |
| NWF Advisory Services Inc. | 0.10% | Add +2.5% | 23,278 | $936K |
| Wealth Science Advisors LLC | 0.53% | — | 23,018 | $926K |
| Rothschild Wealth LLC | 0.08% | New | 21,844 | $879K |
| AQR Capital Management | 0.00% | Add +71.4% | 21,343 | $859K |
| Salem Investment Counselors Inc. | 0.02% | New | 20,769 | $836K |
| International Assets Investment Management, LLC | 0.06% | Add +29.3% | 20,608 | $829K |
| Comerica Bank | 0.00% | Add +21.1% | 20,461 | $823K |
| Transamerica Financial Advisors, LLC | 0.07% | Add +49.3% | 20,280 | $816K |
| Rothschild Investment LLC | 0.04% | Add +6.9% | 20,185 | $812K |
| Rather & Kittrell, Inc. | 0.13% | No change | 19,330 | $778K |
| Simplicity Wealth,LLC | 0.04% | Reduce -0.5% | 18,558 | $747K |
| Smith Thornton Advisors LLC | 0.38% | Add +0.0% | 18,389 | $740K |
| Titleist Asset Management, LLC | 0.06% | Add +198.6% | 18,177 | $731K |
| CVFG LLC | 0.50% | Add +9.4% | 18,007 | $724K |
| Wedbush Securities Inc. | 0.02% | Reduce -1.9% | 17,945 | $722K |
| AdvisorNet Financial, Inc | 0.04% | Add +7.9% | 17,940 | $722K |
| Beacon Financial Advisory LLC | 0.17% | Reduce -10.7% | 17,919 | $721K |
| Hobart Private Capital, LLC | 0.14% | Reduce -3.6% | 17,726 | $713K |
| Gladstone Institutional Advisory LLC | 0.03% | Add +38.5% | 17,221 | $693K |
| Everpar Advisors LLC | 0.25% | No change | 17,006 | $684K |
| Platt Wealth Management LLC | 0.67% | — | 16,783 | $675K |
| Hunter Associates Investment Management LLC | 0.09% | Add +1.2% | 16,750 | $673K |
| TKG Advisors, LLC | 0.27% | Add +6.4% | 16,575 | $667K |
| Sun Financial Inc | 0.37% | — | 16,547 | $666K |
| Swisher Financial Concepts, Inc. | 0.37% | Reduce -5.0% | 16,332 | $657K |
| Advance Capital Management, Inc. | 0.03% | Add +22.0% | 16,115 | $648K |
| Faithward Advisors, LLC | 0.09% | Reduce -12.4% | 16,071 | $647K |
| CLG LLC | 0.16% | Add +114.8% | 16,002 | $644K |
| Sowell Financial Services LLC | 0.02% | Reduce -65.9% | 15,466 | $622K |
| Uptick Partners, LLC | 0.13% | Reduce -0.6% | 15,359 | $618K |
| Ascent Group, LLC | 0.02% | Add +1.7% | 15,110 | $608K |
| Silverlake Wealth Management LLC | 0.13% | Add +3.2% | 14,825 | $596K |
| Perigon Wealth Management, LLC | 0.01% | Add +30.2% | 14,538 | $585K |
| Cim, LLC | 0.08% | Add +24.9% | 14,290 | $575K |
| Nwam LLC | 0.03% | Add +5.1% | 13,694 | $562K |
| tru Independence LLC | 0.14% | Add +1.4% | 13,478 | $542K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.06% | Add +7.3% | 13,359 | $537K |
| AlphaCore Capital LLC | 0.01% | Add +6.5% | 13,212 | $532K |
| Total Clarity Wealth Management, Inc. | 0.13% | Reduce -0.8% | 13,128 | $528K |
| Balboa Wealth Partners | 0.09% | Add +9.2% | 13,078 | $526K |
| VestGen Investment Management | 0.29% | Reduce -2.6% | 13,051 | $525K |
| Lantern Wealth Advisors, LLC | 0.28% | Add +29.0% | 12,981 | $522K |
| Auctus Advisors LLC | 0.48% | — | 12,973 | $522K |
| Arkadios Wealth Advisors | 0.01% | Reduce -9.7% | 12,957 | $521K |
| Procyon Advisors, LLC | 0.03% | Add +3.3% | 12,878 | $518K |
| Harmony Asset Management LLC | 0.17% | Reduce -1.0% | 12,641 | $509K |
| Cravens & Co Advisors, LLC | 0.33% | Add +0.4% | 12,285 | $504K |
| Crewe Advisors LLC | 0.04% | Add +119.8% | 12,305 | $495K |
| Tribridge Partners Financial LLC | 0.21% | Add +1.0% | 12,182 | $490K |
| Prime Capital Investment Advisors, LLC | 0.01% | No change | 12,125 | $488K |
| Hilltop Holdings Inc. | 0.03% | Add +70.7% | 12,103 | $487K |
| MRWM Advisors, LLC | 0.26% | Add +0.1% | 12,058 | $485K |
| High Falls Advisors, Inc | 0.10% | Reduce -20.3% | 11,926 | $480K |
| Richards, Merrill & Peterson, Inc. | 0.18% | New | 11,750 | $473K |
| Prosperity Wealth Management, Inc. | 0.15% | Add +74.6% | 11,542 | $464K |
| Beacon Financial Group | 0.05% | Add +28.3% | 11,402 | $459K |
| Kovack Advisors, Inc. | 0.02% | Add +44.2% | 11,399 | $459K |
| United Advisor Group, LLC | 0.06% | Add +6.0% | 11,385 | $458K |
| Flputnam Investment Management Co. | 0.01% | Reduce -0.5% | 11,277 | $454K |
| Trilogy Capital Inc. | 0.02% | No change | 10,963 | $441K |
| Per Stirling Capital Management, LLC. | 0.05% | New | 10,808 | $435K |
| Octavia Wealth Advisors, LLC | 0.04% | Reduce -12.8% | 10,477 | $421K |
| HFG Advisors, Inc. | 0.29% | No change | 9,925 | $399K |
| Fearless Solutions, LLC dba Best Invest | 0.24% | Add +0.1% | 9,922 | $399K |
| Bank of New York Mellon Corp | 0.00% | Add +10.2% | 9,904 | $398K |
| PFG Investments, LLC | 0.02% | Add +18.4% | 9,680 | $389K |
| MSH Capital Advisors LLC | 0.08% | Reduce -18.7% | 9,623 | $387K |
| Victory Financial Group, LLC | 0.05% | New | 9,507 | $382K |
| Cornerstone Wealth Management, LLC | 0.02% | Reduce -0.9% | 9,461 | $381K |
| Diversify Wealth Management, LLC | 0.02% | New | 9,212 | $378K |
| StoneX Group Inc. | 0.02% | Reduce -30.3% | 9,348 | $376K |
| Eclectic Associates Inc. | 0.06% | Reduce -15.9% | 9,263 | $373K |
| GeoWealth Management, LLC | 0.01% | Add +21.2% | 9,113 | $367K |
| Ameriprise Financial Inc. | 0.00% | Reduce -28.7% | 9,093 | $366K |
| Exencial Wealth Advisors, LLC | 0.01% | New | 8,986 | $362K |
| Millington Financial Advisors, LLC | 0.15% | New | 8,500 | $347K |
| Detalus Advisors, LLC | 0.08% | No change | 8,416 | $339K |
| Saxony Capital Management, LLC | 0.21% | New | 8,400 | $338K |
| Hazlett, Burt & Watson, Inc. | 0.11% | Add +547.9% | 8,325 | $334K |
| Insigneo Advisory Services, LLC | 0.02% | Add +22.2% | 8,163 | $328K |
| Snowden Capital Advisors LLC | 0.01% | Add +33.3% | 8,104 | $326K |
| Worth Financial Advisory Group, LLC | 0.16% | Add +0.2% | 8,080 | $325K |
| National Wealth Management Group, LLC | 0.11% | No change | 7,913 | $318K |
| Florida Financial Advisors, LLC | 0.09% | Add +13.1% | 7,784 | $313K |
| Commerce Bank | 0.00% | No change | 7,744 | $312K |
| Investmark Advisory Group LLC | 0.13% | Add +0.3% | 7,731 | $311K |
| CreativeOne Wealth, LLC | 0.01% | New | 7,711 | $310K |
| Mascagni Wealth Management, Inc. | 0.23% | Add +4.4% | 7,618 | $306K |
| CapWealth Advisors, LLC | 0.03% | No change | 7,523 | $303K |
| RiverFront Investment Group, LLC | 0.01% | No change | 7,487 | $301K |
| QRG Capital Management, Inc. | 0.00% | Add +22.5% | 7,311 | $294K |
| Lee Danner & Bass Inc. | 0.02% | Add +34.1% | 7,275 | $293K |
| Mark Sheptoff Financial Planning, LLC | 0.14% | Reduce -3.9% | 7,209 | $290K |
| Clark Capital Management Group, Inc. | 0.00% | New | 7,133 | $287K |
| HRT Financial LP | 0.00% | New | 6,991 | $281K |
| Integrated Advisors Network LLC | 0.01% | New | 6,959 | $280K |
| Compton Financial Group, LLC | 0.06% | New | 6,941 | $279K |
| Heritage Wealth Management, Inc. | 0.08% | New | 6,868 | $276K |
| Daymark Wealth Partners, LLC | 0.01% | Add +0.0% | 6,822 | $274K |
| Indie Asset Partners, LLC | 0.30% | No change | 6,689 | $269K |
| Calton & Associates, Inc. | 0.04% | Reduce -3.1% | 6,641 | $267K |
| Rollins Financial Advisors, LLC | 0.04% | New | 6,635 | $267K |
| Parsonex Advisory Services, Inc. | 0.17% | New | 6,532 | $263K |
| Savvy Advisors, Inc. | 0.01% | New | 6,505 | $262K |
| Aprio Wealth Management, LLC | 0.01% | New | 6,240 | $251K |
| West Michigan Advisors, LLC | 0.06% | Add +6.5% | 6,174 | $248K |
| Tudor Investment Corporation | 0.00% | New | 6,156 | $248K |
| Vise Technologies, Inc. | 0.00% | New | 5,943 | $239K |
| Arax Advisory Partners | 0.01% | Add +5.0% | 5,919 | $238K |
| NavPoint Financial, Inc. | 0.10% | Add +0.5% | 5,883 | $237K |
| McKinley Carter Wealth Services, Inc. | 0.01% | New | 5,860 | $236K |
| US Bancorp \de | 0.00% | Add +15.2% | 5,826 | $234K |
| Intrua Financial, LLC | 0.03% | New | 5,775 | $232K |
| OpenArc Corporate Advisory, LLC | 0.00% | — | 5,761 | $232K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -14.9% | 5,686 | $229K |
| First Heartland Consultants, Inc. | 0.02% | Reduce -49.9% | 5,657 | $228K |
| FinDec Wealth Services, Inc. | 0.24% | Reduce -2.9% | 5,451 | $219K |
| World Equity Group, Inc. | 0.06% | Reduce -17.8% | 5,424 | $218K |
| Root Financial Partners, LLC | 0.01% | No change | 5,395 | $217K |
| CIBC Private Wealth Group LLC | 0.00% | Add +7.2% | 5,336 | $215K |
| Continental Investors Services, Inc. | 0.28% | Reduce -4.5% | 5,270 | $214K |
| Aspen Capital Management, LLC | 0.05% | No change | 5,207 | $209K |
| SFE Investment Counsel | 0.03% | No change | 5,207 | $209K |
| AE Wealth Management LLC | 0.00% | New | 5,130 | $206K |
| Stratos Wealth Advisors, LLC | 0.01% | Reduce -3.2% | 5,054 | $203K |
| Vermillion & White Wealth Management Group, LLC | 0.10% | Add +3.9% | 4,365 | $176K |
| Clarity Asset Management, Inc. | 0.08% | New | 3,643 | $147K |
| Birchwood Financial Partners, Inc. | 0.13% | — | 3,148 | $127K |
| Chilton Capital Management LLC | 0.00% | Add +12.8% | 2,686 | $108K |
| Larson Financial Group LLC | 0.00% | Reduce -5.7% | 2,465 | $99K |
| Ameriflex Group, Inc. | 0.05% | Add +2.1% | 2,375 | $96K |
| First PREMIER Bank | 0.02% | No change | 2,234 | $90K |
| Financial Perspectives, Inc | 0.02% | Add +0.1% | 2,212 | $89K |
| Lanark Financial, Inc. | 0.01% | Reduce -3.7% | 2,207 | $89K |
| Miller Capital Partners, Inc. | 0.04% | — | 2,140 | $86K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.02% | Add +460.7% | 1,368 | $55K |
| Winch Advisory Services, LLC | 0.01% | Add +0.3% | 1,193 | $48K |
| Citigroup Inc. | 0.00% | Add +75.4% | 1,163 | $47K |
| CoreCap Advisors, LLC | 0.00% | Add +41.0% | 1,101 | $44K |
| Wellington Grp LLC | 0.01% | — | 1,096 | $44K |
| Medallion Wealth Advisors, LLC | 0.01% | No change | 1,087 | $44K |
| Fifth Third Bancorp | 0.00% | No change | 1,076 | $43K |
| Barrett & Company, Inc. | 0.01% | No change | 987 | $40K |
| McIlrath & Eck, LLC | 0.00% | No change | 900 | $36K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.01% | Add +17.4% | 862 | $35K |
| Trust Co | 0.00% | No change | 840 | $34K |
| First Horizon Corp. | 0.00% | New | 784 | $32K |
| Kilter Group LLC | 0.01% | New | 775 | $31K |
| Pinnacle Bancorp, Inc. | 0.01% | No change | 642 | $26K |
| Financial Gravity Asset Management, Inc. | 0.00% | No change | 630 | $25K |
| Pflug Koory, LLC | 0.01% | New | 626 | $25K |
| Signature Equity Partners, LLC | 0.01% | — | 564 | $23K |
| Bogart Wealth, LLC | 0.00% | No change | 514 | $21K |
| MAI Capital Management | 0.00% | New | 506 | $20K |
| Westside Investment Management, Inc. | 0.00% | No change | 450 | $18K |
| Arvest Investments, Inc. | 0.00% | No change | 409 | $16K |
| CX Institutional | 0.00% | Add +14.8% | 379 | $15K |
| IAG Wealth Partners, LLC | 0.00% | Reduce -85.8% | 355 | $14K |
| Golden State Wealth Management, LLC | 0.00% | Add +166.7% | 336 | $14K |
| Signaturefd, LLC | 0.00% | No change | 306 | $12K |
| Johnson Financial Group, Inc. | 0.00% | New | 300 | $12K |
| N.E.W. Advisory Services LLC | 0.00% | No change | 200 | $8K |
| Rossby Financial, LCC | 0.00% | Add +153.6% | 175 | $7K |
| Central Pacific Bank - Trust Division | 0.00% | Add +78.8% | 152 | $6K |
| CENTRAL TRUST Co | 0.00% | New | 134 | $5K |
| MPWM Advisory Solutions, LLC | 0.00% | Add +27.5% | 116 | $5K |
| Dunhill Financial, LLC | 0.00% | No change | 115 | $5K |
| Financial Consulate, Inc. | 0.00% | New | 102 | $4K |
| FMR LLC | 0.00% | New | 96 | $4K |
| IMG Wealth Management, Inc. | 0.00% | New | 9 | $362 |
"% of holder's portfolio" is CGUS's weight in each manager's 13F, not the share of Cap Group Core Equity the manager owns.