13F Insight
DOSSIER · 13F Holders · Q2 2026
CGUS

CAPITAL GROUP CORE EQUITY ET

468 institutions still hold CAPITAL GROUP CORE EQUITY ET as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 14020V108·468 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$5.9B
visible holders
Holders
468
filers reporting
Concentration
24.31%
LPL Financial LLC #1
top holder share
AI Holders Summary · Q2 2026

468 institutions reported CGUS in Q2 2026. LPL Financial LLC leads at 24.3% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
LPL Financial LLC
CIK 0001403438
$1.4B32.3M0.32%Q2 202602
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$626M14.1M0.15%Q2 202603
JONES FINANCIAL COMPANIES LLLP
CIK 0000815917
$556M12.8M0.22%Q2 202604
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$439M9.9M0.12%Q2 202605
WELLS FARGO & COMPANY/MN
CIK 0000072971
$344M7.7M0.06%Q2 202606
MORGAN STANLEY
CIK 0000895421
$299M6.7M0.02%Q2 202607
Cetera Investment Advisers
CIK 0001666741
$284M6.4M0.26%Q2 202608
Capital International Investors
CIK 0001562230
$270M6.1M0.06%Q2 202609
Capital Group Private Client Services, Inc.
CIK 0001857666
$234M5.3M3.29%Q2 202610
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$198M4.4M0.25%Q2 202611
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
CIK 0001141802
$188M4.2M0.10%Q2 202612
MML INVESTORS SERVICES, LLC
CIK 0000701059
$163M3.7M0.33%Q2 202613
BENJAMIN EDWARDS INC
CIK 0001451623
$126M2.8M1.15%Q2 202614
Cambridge Investment Research Advisors, Inc.
CIK 0001419186
$120M3.1M0.31%Q1 202615
ROYAL BANK OF CANADA
CIK 0001000275
$118M2.6M0.02%Q2 202616
SEI INVESTMENTS CO
CIK 0000350894
$115M2.6M0.10%Q2 202617
OSAIC HOLDINGS, INC.
CIK 0001677044
$113M2.5M0.13%Q2 202618
Private Advisor Group, LLC
CIK 0001567755
$105M2.4M0.48%Q2 202619
Merit Financial Group, LLC
CIK 0001621225
$101M2.3M0.62%Q2 202620
CAPTRUST FINANCIAL ADVISORS
CIK 0001512024
$79M1.8M0.12%Q2 2026
Page 1 of 24
448 more holders available. Log in →