Who Owns CAPITAL GROUP CORE EQUITY ET (CGUS)? -- Institutional Holders (2026-06-30)

241 institutions reported holding $2.38B of CAPITAL GROUP CORE EQUITY ET (CGUS) in SEC 13F filings for 2026-06-30. Largest institutional holders: ENVESTNET ASSET MANAGEMENT INC ($626.3M), Cambridge Investment Research Advisors, Inc. ($289.9M), COMMONWEALTH EQUITY SERVICES, LLC ($197.8M), BENJAMIN EDWARDS INC ($126.2M), Private Advisor Group, LLC ($104.7M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1ENVESTNET ASSET MANAGEMENT INC$626.3M14.1MAdded
2Cambridge Investment Research Advisors, Inc.$289.9M6.5MAdded
3COMMONWEALTH EQUITY SERVICES, LLC$197.8M4.4MAdded
4BENJAMIN EDWARDS INC$126.2M2.8MAdded
5Private Advisor Group, LLC$104.7M2.4MAdded
6Merit Financial Group, LLC$100.9M2.3MTrimmed
7Kestra Advisory Services, LLC$71.2M1.6MAdded
8ASSETMARK, INC$60.5M1.4MAdded
9Midwest Heritage Bank, FSB$48.1M1.1MAdded
10HUB Investment Partners, LLC$37.2M835,860Trimmed
11BIP Wealth, LLC$30.1M677,471Trimmed
12AA Financial Advisors, LLC$26.6M597,760Added
13D.A. DAVIDSON & CO.$25.9M581,586Added
14WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$24.8M554,543Added
15EverSource Wealth Advisors, LLC$23.2M521,110Added
16Summit Investment Advisory Services, LLC$22.4M502,993Added
17IFP Advisors, Inc$19.5M439,025Added
18STEPHENS INC /AR/$18.5M416,532Added
19J. Derek Lewis & Associates Inc.$18.5M415,308Added
20PRINCIPAL SECURITIES, INC.$16.7M375,987Added
21Burford Brothers, Inc.$16.5M370,125Added
22Bridgewealth Advisory Group, LLC$15.9M356,375Added
23TRUIST FINANCIAL CORP$15.4M346,777Added
24Strategic Blueprint, LLC$15.1M338,547Added
25Apollon Wealth Management, LLC$13.8M310,853Added

Source: SEC Form 13F filings · as of 2026-06-30