Who Owns CAPITAL GROUP CORE EQUITY ET (CGUS)? -- Institutional Holders (2026-03-31)

429 institutions reported holding $6.37B of CAPITAL GROUP CORE EQUITY ET (CGUS) in SEC 13F filings for 2026-03-31. Largest institutional holders: LPL Financial LLC ($1.08B), ENVESTNET ASSET MANAGEMENT INC ($535.8M), RAYMOND JAMES FINANCIAL INC ($338.2M), JONES FINANCIAL COMPANIES LLLP ($292.5M), WELLS FARGO & COMPANY/MN ($264.3M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1LPL Financial LLC$1.08B28.1MAdded
2ENVESTNET ASSET MANAGEMENT INC$535.8M13.9MAdded
3RAYMOND JAMES FINANCIAL INC$338.2M8.8MAdded
4JONES FINANCIAL COMPANIES LLLP$292.5M7.8MAdded
5WELLS FARGO & COMPANY/MN$264.3M6.9MAdded
6MORGAN STANLEY$251.8M6.6MTrimmed
7Cetera Investment Advisers$242.6M6.3MAdded
8Capital International Investors$232.4M6.0MAdded
9Capital Group Private Client Services, Inc.$195.9M5.1MAdded
10NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$173.4M4.5MAdded
11COMMONWEALTH EQUITY SERVICES, LLC$163.4M4.3MAdded
12Cambridge Investment Research Advisors, Inc.$120.1M3.1MAdded
13MML INVESTORS SERVICES, LLC$113.7M3.0MTrimmed
14BENJAMIN EDWARDS INC$105.8M2.8MAdded
15Royal Bank of Canada$96.4M2.5MAdded
16SEI INVESTMENTS CO$90.2M2.3MAdded
17Merit Financial Group, LLC$88.6M2.3MAdded
18Private Advisor Group, LLC$81.3M2.1MAdded
19OSAIC HOLDINGS, INC.$80.9M2.1MTrimmed
20CAPTRUST FINANCIAL ADVISORS$68.8M1.8MAdded
21UBS Group AG$65.2M1.7MAdded
22Valmark Advisers, Inc.$51.2M1.3MAdded
23ASSETMARK, INC$50.8M1.3MAdded
24&PARTNERS$49.2M1.3MAdded
25Baird Financial Group, Inc.$49.2M1.3MAdded

Source: SEC Form 13F filings · as of 2026-03-31