13F Insight
DOSSIER · 13F Holders · Q1 2026
CGUS

CAPITAL GROUP CORE EQUITY ET

440 institutions still hold CAPITAL GROUP CORE EQUITY ET as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 14020V108·440 13F holders·last filed Mar 31, 2026
Market cap
—
13F value held
$4.6B
visible holders
Holders
440
filers reporting
Concentration
23.20%
LPL Financial LLC #1
top holder share
AI Holders Summary · Q1 2026

440 institutions reported CGUS in Q1 2026. LPL Financial LLC leads at 23.2% 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
$1.1B28.1M0.29%Q1 202602
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$536M13.9M0.14%Q1 202603
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$338M8.8M0.10%Q1 202604
JONES FINANCIAL COMPANIES LLLP
CIK 0000815917
$292M7.8M0.14%Q1 202605
WELLS FARGO & COMPANY/MN
CIK 0000072971
$264M6.9M0.05%Q1 202606
MORGAN STANLEY
CIK 0000895421
$252M6.6M0.02%Q1 202607
Cetera Investment Advisers
CIK 0001666741
$243M6.3M0.26%Q1 202608
Capital International Investors
CIK 0001562230
$232M6.0M0.05%Q1 202609
Capital Group Private Client Services, Inc.
CIK 0001857666
$196M5.1M3.30%Q1 202610
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
CIK 0001141802
$173M4.5M0.11%Q1 202611
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$163M4.3M0.23%Q1 202612
BENJAMIN EDWARDS INC
CIK 0001451623
$126M2.8M1.15%Q2 202613
Cambridge Investment Research Advisors, Inc.
CIK 0001419186
$120M3.1M0.31%Q1 202614
MML INVESTORS SERVICES, LLC
CIK 0000701059
$114M3.0M0.32%Q1 202615
Merit Financial Group, LLC
CIK 0001621225
$101M2.3M0.62%Q2 202616
ROYAL BANK OF CANADA
CIK 0001000275
$96M2.5M0.02%Q1 202617
SEI INVESTMENTS CO
CIK 0000350894
$90M2.3M0.08%Q1 202618
Private Advisor Group, LLC
CIK 0001567755
$81M2.1M0.38%Q1 202619
OSAIC HOLDINGS, INC.
CIK 0001677044
$81M2.1M0.12%Q1 202620
CAPTRUST FINANCIAL ADVISORS
CIK 0001512024
$69M1.8M0.12%Q1 2026
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