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

461 institutions reported holding $8.12B of CAP GROUP CORE EQUITY (CGUS) in SEC 13F filings for 2026-06-30. Largest institutional holders: LPL Financial LLC ($1.44B), ENVESTNET ASSET MANAGEMENT INC ($626.3M), JONES FINANCIAL COMPANIES LLLP ($555.7M), RAYMOND JAMES FINANCIAL INC ($439.2M), WELLS FARGO & COMPANY/MN ($343.6M). Source: SEC Form 13F.

Rank	Institution	Value	Shares	Change
1	LPL Financial LLC	$1.44B	32.3M	Added
2	ENVESTNET ASSET MANAGEMENT INC	$626.3M	14.1M	Added
3	JONES FINANCIAL COMPANIES LLLP	$555.7M	12.8M	Added
4	RAYMOND JAMES FINANCIAL INC	$439.2M	9.9M	Added
5	WELLS FARGO & COMPANY/MN	$343.6M	7.7M	Added
6	MORGAN STANLEY	$298.7M	6.7M	Added
7	Cetera Investment Advisers	$284.2M	6.4M	Added
8	Capital International Investors	$269.8M	6.1M	Added
9	Capital Group Private Client Services, Inc.	$233.6M	5.3M	Added
10	COMMONWEALTH EQUITY SERVICES, LLC	$197.8M	4.4M	Added
11	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	$188.3M	4.2M	Trimmed
12	MML INVESTORS SERVICES, LLC	$162.8M	3.7M	Added
13	Cambridge Investment Research Advisors, Inc.	$144.9M	3.3M	Added
14	BENJAMIN EDWARDS INC	$126.2M	2.8M	Added
15	Royal Bank of Canada	$117.5M	2.6M	Added
16	SEI INVESTMENTS CO	$115.3M	2.6M	Added
17	OSAIC HOLDINGS, INC.	$113.2M	2.5M	Added
18	Private Advisor Group, LLC	$104.7M	2.4M	Added
19	Merit Financial Group, LLC	$100.9M	2.3M	Trimmed
20	CAPTRUST FINANCIAL ADVISORS	$78.7M	1.8M	Trimmed
21	UBS Group AG	$77.6M	1.7M	Added
22	Kestra Advisory Services, LLC	$71.2M	1.6M	Added
23	BANK OF AMERICA CORP /DE/	$64.8M	1.5M	Added
24	STIFEL FINANCIAL CORP	$63.5M	1.4M	Added
25	Valmark Advisers, Inc.	$60.9M	1.4M	Added

来源：SEC 13F 申报文件 · 截至 2026-06-30