Cap Group Core EquityCGUSETF
13F holders, Q1 2026 (March 31)410holders +14
34new positions
20sold out
2famous investors
$38.40avg. 13F price*
At the end of Q1 2026, 410 institutions reported holding Cap Group Core Equity (CGUS) in their 13F filings, up 14 from Q4 2025. 34 opened new positions and 20 sold out. The largest holders were LPL Financial LLC ($1.1B), Envestnet Asset Management Inc. ($535.8M) and Raymond James Financial Inc. ($338.2M). 2 famous investors held it, including Paul Tudor Jones (0.1% 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 (Q1 2026)
- CUSIP
- 14020V108
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 34 | $34.2M |
| Exits | 20 | $13.2M |
All 13F filers, Q4 2025 → Q1 2026: 22,868,008 shares bought and 2,531,920 shares sold, net +20,336,088 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 410 holders
| LPL Financial LLC | 0.29% | Add +18.2% | 28,053,759 | $1.1B |
| Envestnet Asset Management Inc. | 0.14% | Add +21.0% | 13,947,010 | $535.8M |
| Raymond James Financial Inc. | 0.10% | Add +20.5% | 8,803,989 | $338.2M |
| Jones Financial Companies LLLP | 0.14% | Add +26.9% | 7,801,326 | $292.5M |
| Wells Fargo & Company | 0.05% | Add +30.4% | 6,880,192 | $264.3M |
| Morgan Stanley | 0.02% | Reduce -2.4% | 6,553,093 | $251.8M |
| Cetera Investment Advisers | 0.26% | Add +6.3% | 6,314,257 | $242.6M |
| Capital International Investors | 0.05% | Add +0.1% | 6,049,852 | $232.4M |
| Capital Group Private Client Services, Inc. | 3.30% | Add +8.5% | 5,098,451 | $195.9M |
| Northwestern Mutual Wealth Management Co. | 0.11% | Add +4.4% | 4,513,180 | $173.4M |
| Commonwealth Equity Services, LLC | 0.23% | Add +8.1% | 4,252,916 | $163.4M |
| Cambridge Investment Research Advisors, Inc. | 0.31% | Add +13.2% | 3,126,028 | $120.1M |
| MML Investors Services, LLC | 0.32% | Reduce -14.0% | 2,960,209 | $113.7M |
| Benjamin Edwards Inc. | 1.05% | Add +276.5% | 2,753,949 | $105.8M |
| Royal Bank of Canada | 0.02% | Add +11.2% | 2,510,189 | $96.4M |
| Sei Investments Co. | 0.08% | Add +16.8% | 2,346,850 | $90.2M |
| Merit Financial Group, LLC | 0.66% | Add +5.2% | 2,307,167 | $88.6M |
| Private Advisor Group, LLC | 0.38% | Add +5.8% | 2,116,973 | $81.3M |
| Osaic Holdings, Inc. | 0.12% | Reduce -2.3% | 2,104,783 | $80.9M |
| Captrust Financial Advisors | 0.12% | Add +1.2% | 1,790,838 | $68.8M |
| UBS Group AG | 0.01% | Add +7.7% | 1,696,127 | $65.2M |
| Valmark Advisers, Inc. | 0.61% | Add +100.5% | 1,333,129 | $51.2M |
| Assetmark, Inc. | 0.10% | Add +13.1% | 1,323,220 | $50.8M |
| &partners | 0.24% | Add +8.6% | 1,279,570 | $49.2M |
| Baird Financial Group, Inc. | 0.08% | Add +6.7% | 1,281,194 | $49.2M |
| Stifel Financial Corp. | 0.04% | Add +15.6% | 1,235,564 | $47.5M |
| NewEdge Advisors, LLC | 0.16% | Add +10.3% | 1,135,407 | $43.6M |
| Midwest Heritage Bank, FSB | 12.98% | Add +7.9% | 1,053,091 | $40.5M |
| Kestra Advisory Services, LLC | 0.15% | Add +12.9% | 1,029,931 | $39.6M |
| HUB Investment Partners, LLC | 0.97% | Reduce -9.7% | 1,029,237 | $39.5M |
| Janney Montgomery Scott LLC | 0.10% | Add +33.2% | 1,012,598 | $38.9M |
| Souders Financial Advisors | 4.37% | Add +3.0% | 996,057 | $38.3M |
| Bank of America Corp. | 0.00% | Add +17.6% | 977,976 | $37.6M |
| Silver Oak Securities, Incorporated | 2.64% | Add +9.4% | 939,142 | $36.1M |
| Equitable Holdings, Inc. | 0.17% | Add +239.8% | 663,333 | $26.6M |
| BIP Wealth, LLC | 1.08% | Add +4.6% | 690,410 | $26.5M |
| Vestmark Advisory Solutions, Inc. | 0.27% | Add +22.3% | 623,810 | $24.0M |
| HighPoint Advisor Group LLC | 0.96% | Add +2.8% | 598,699 | $23.0M |
| Cwm, LLC | 0.06% | Reduce -2.3% | 588,581 | $22.6M |
| D.A. Davidson & Co. | 0.13% | Add +19.1% | 559,108 | $21.5M |
| AA Financial Advisors, LLC | 2.90% | Add +26.4% | 536,231 | $20.6M |
| Wealth Enhancement Advisory Services, LLC | 0.04% | Reduce -25.3% | 523,034 | $20.3M |
| EverSource Wealth Advisors, LLC | 0.58% | Add +6.6% | 495,894 | $19.1M |
| Summit Investment Advisory Services, LLC | 6.88% | Reduce -34.3% | 482,381 | $18.5M |
| Beacon Pointe Advisors, LLC | 0.10% | Add +5.0% | 479,677 | $18.4M |
| Tudor Investment Corporation | 0.10% | Add +7653.5% | 477,304 | $18.3M |
| Orion Porfolio Solutions, LLC | 0.15% | Add +5.2% | 465,073 | $17.9M |
| Harbour Investments, Inc. | 0.27% | Reduce -9.2% | 458,910 | $17.6M |
| Forge Financial Services LLC | 1.69% | Reduce -0.9% | 435,527 | $16.7M |
| Ameritas Investment Partners, Inc. | 0.50% | Reduce -7.5% | 424,179 | $16.3M |
| Ergawealth Advisors, Inc. | 7.18% | Add +7.1% | 422,910 | $16.2M |
| IFP Advisors, Inc | 0.34% | Add +2.9% | 422,818 | $16.2M |
| Independent Advisor Alliance | 0.17% | New | 416,283 | $16.0M |
| JPMorgan Chase & Co. | 0.00% | Add +32.0% | 411,277 | $15.4M |
| Stephens Inc. | 0.19% | Add +44.2% | 394,659 | $15.2M |
| Burford Brothers, Inc. | 5.76% | Add +3.1% | 365,474 | $14.0M |
| Bridgewealth Advisory Group, LLC | 2.84% | Add +8.0% | 356,156 | $13.7M |
| Entruity Wealth, LLC | 9.03% | Add +4.7% | 346,342 | $13.3M |
| Principal Securities, Inc. | 0.19% | Add +15.0% | 335,328 | $12.9M |
| J. Derek Lewis & Associates Inc. | 2.88% | Add +22.4% | 333,002 | $12.8M |
| Strategic Blueprint, LLC | 0.74% | Add +5.4% | 331,958 | $12.8M |
| Mutual Advisors, LLC | 0.26% | Add +42.4% | 316,940 | $12.2M |
| Truist Financial Corp. | 0.02% | Add +17.9% | 312,421 | $12.0M |
| Vigil Wealth Management, LLC | 9.48% | Add +5.4% | 305,373 | $11.7M |
| Natixis Advisors, LLC | 0.02% | Add +29.2% | 299,069 | $11.5M |
| Apollon Wealth Management, LLC | 0.18% | Add +30.5% | 295,487 | $11.4M |
| Michael Brady & Co., LLC | 11.35% | Add +1.0% | 294,009 | $11.3M |
| Kingswood Wealth Advisors, LLC | 0.52% | Add +1.4% | 287,149 | $11.0M |
| Sagespring Wealth Partners, LLC | 0.20% | Add +32.1% | 280,091 | $10.8M |
| Challenger Wealth Management | 8.12% | Reduce -0.7% | 264,588 | $10.2M |
| Essex Financial Services, Inc. | 0.55% | Add +1.7% | 255,383 | $9.8M |
| St Germain D J Co. Inc. | 0.38% | Reduce -3.0% | 247,693 | $9.5M |
| Guided Capital Wealth Management, LLC | 6.17% | Reduce -0.3% | 243,334 | $9.3M |
| Founders Financial Securities LLC | 0.49% | Add +20.5% | 215,805 | $8.7M |
| Cary Street Partners Financial LLC | 0.21% | Reduce -10.7% | 224,826 | $8.6M |
| Smartleaf Asset Management LLC | 0.31% | Add +9.3% | 230,295 | $8.6M |
| Sunbelt Securities, Inc. | 0.53% | Reduce -1.4% | 217,991 | $8.4M |
| Envestnet Portfolio Solutions, Inc. | 0.05% | Reduce -1.5% | 212,774 | $8.2M |
| Gateway Wealth Partners, LLC | 0.32% | Add +363.1% | 211,699 | $8.1M |
| Beto Financial Group, LLC | 4.51% | Add +602.2% | 179,160 | $7.7M |
| Cannon Wealth Management Services, LLC | 5.05% | Add +2.7% | 194,228 | $7.5M |
| Gerber Kawasaki Wealth & Investment Management | 0.24% | Add +1.2% | 194,150 | $7.5M |
| Cullen/Frost Bankers, Inc. | 0.08% | Add +34.9% | 191,778 | $7.4M |
| Great Valley Advisor Group, Inc. | 0.13% | Reduce -12.9% | 190,590 | $7.3M |
| HighTower Advisors, LLC | 0.01% | Reduce -1.6% | 190,510 | $7.3M |
| Sovran Advisors, LLC | 0.56% | Add +12.2% | 168,809 | $7.2M |
| Integrated Wealth Concepts LLC | 0.05% | Add +10.7% | 178,623 | $6.9M |
| Compton Financial Group, LLC | 1.51% | Add +2456.8% | 177,465 | $6.8M |
| Blair William & Co. | 0.02% | Add +1.7% | 169,303 | $6.5M |
| Thoroughbred Financial Services, LLC | 0.39% | Add +14.0% | 168,276 | $6.5M |
| Geneos Wealth Management Inc. | 0.14% | Add +10.8% | 162,379 | $6.2M |
| Aspire Growth Partners LLC | 4.26% | Add +14.5% | 161,600 | $6.2M |
| Creative Financial Designs Inc. | 0.37% | Add +4.0% | 160,247 | $6.2M |
| Clear Creek Financial Management, LLC | 0.46% | Add +22.5% | 157,577 | $6.1M |
| Wealthcare Advisory Partners LLC | 0.12% | Reduce -2.1% | 155,069 | $6.0M |
| Western Wealth Management, LLC | 0.23% | Add +23.2% | 154,893 | $6.0M |
| Centaurus Financial, Inc. | 0.27% | Add +3.5% | 150,545 | $5.8M |
| A&I Financial Services, LLC | 2.62% | Add +12.2% | 144,007 | $5.5M |
| PFG Advisors | 0.26% | Add +3.0% | 139,383 | $5.4M |
| Sanctuary Advisors, LLC | 0.03% | Add +20.2% | 139,125 | $5.3M |
"% of holder's portfolio" is CGUS's weight in each manager's 13F, not the share of Cap Group Core Equity the manager owns.