CGUS · Capital Group Core Equity ETF ETF

$45.17 -0.04 (-0.09%) At close · Sep 4

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Use institutional holdings through the 13F API or MCP →

Quarter:

Holders: 229

Total Value: $6,618,209,321

Total Shares: 148,790,680

Showing 1–100 of 229 holdings by value · page 1 of 3

Institutional Ownership Trend

19 quarters

Holder Concentration

Across 229 13F filers · Δ vs Mar 31, 2026

Top Holder

21.7%

+4.8 pts

Top 5

51.6%

+12.2 pts

Top 10

70.9%

+14.2 pts

HHI

809

Broadly held+289

Quarterly Activity

vs Mar 31, 2026

New

Increased

118

Decreased

Sold Out

213

Unchanged

Holder count: -180

Institutional value: +3.7%

Shares held: -10.4%

Top Buyers

vs Mar 31, 2026

Institution	Added	Now Holds
Large JONES FINANCIAL COMPANIES LLLP	+4,975,144	12,776,470
Mega LPL Financial LLC	+4,276,702	32,330,461
Mega RAYMOND JAMES FINANCIAL INC	+1,069,194	9,873,183
Mega WELLS FARGO & COMPANY/MN	+844,431	7,724,623
Large MML INVESTORS SERVICES, LLC	+698,981	3,659,190

Top Sellers

vs Mar 31, 2026

Institution	Sold	Now Holds
Large NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	−280,605	4,232,575
Micro Entruity Wealth, LLC	−141,954	204,388
Small Gateway Wealth Partners, LLC	−87,667	124,032
Large &PARTNERS	−62,040	1,217,530
Micro Merited Wealth, LLC	−46,935	17,689

Top New Positions

vs Mar 31, 2026

Institution	Acquired	Value (USD)
Large NewEdge Advisors, LLC	1,196,622	$53,225,746
Mid IFG Advisory, LLC	134,061	$5,963,033
Micro LANGLEY WEALTH MANAGEMENT, LLC	101,892	$4,532,156
Mid Global Retirement Partners, LLC	83,959	$3,734,496
Mid Diversify Advisory Services, LLC	65,481	$2,912,594

Top Sold-Out Positions

vs Mar 31, 2026

Institution	Previously Held	Last Value (USD)
Large COMMONWEALTH EQUITY SERVICES, LLC	4,252,916	$163,397,032
Large Cambridge Investment Research Advisors, Inc.	3,126,028	$120,101,995
Mid BENJAMIN EDWARDS INC	2,753,949	$105,806,720
Mid Merit Financial Group, LLC	2,307,167	$88,641,356
Mid Private Advisor Group, LLC	2,116,973	$81,334,102

Filter: New 33 Increased 118 Reduced 56 Sold out 213 Unchanged 22

Showing 100 of 229

All Common Calls Puts

Compact Export CSV

Holder

Value (USD)

% of 13F

LPL Financial LLC

$1,438,058,905

21.73%

32,330,461

ENVESTNET ASSET MANAGEMENT INC

$626,323,413

9.46%

14,081,012

JONES FINANCIAL COMPANIES LLLP

$568,297,384

8.59%

12,776,470

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Edward D. Jones & Co., L.P.	12,704,829	$565,110,793	99.4%	Sole
Edward Jones Trust Company	71,641	$3,186,591	0.6%	Sole

RAYMOND JAMES FINANCIAL INC

$439,159,178

6.64%

9,873,183

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
RAYMOND JAMES & ASSOCIATES	3,829,426	$170,332,868	38.8%	Defined
Raymond James Financial Services Advisors, Inc.	5,971,612	$265,617,301	60.5%	Defined
RAYMOND JAMES TRUST N.A.	72,145	$3,209,009	0.7%	Defined

WELLS FARGO & COMPANY/MN

$343,591,230

5.19%

7,724,623

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC	2,751,177	$122,372,352	35.6%	Defined
WELLS FARGO CLEARING SERVICES, LLC	4,973,446	$221,218,878	64.4%	Defined

MORGAN STANLEY

$298,727,144

4.51%

6,715,988

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
MORGAN STANLEY SMITH BARNEY LLC	6,712,235	$298,560,212	99.9%	Defined
PARAMETRIC PORTFOLIO ASSOCIATES LLC	3,753	$166,932	0.1%	Defined

Cetera Investment Advisers

$284,152,117

4.29%

6,388,312

Capital International Investors

$269,755,187

4.08%

6,064,640

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
CAPITAL GROUP COMPANIES INC joint	6,064,640	$269,755,187	100.0%	Defined

Capital Group Private Client Services, Inc.

$233,588,054

3.53%

5,251,530

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
CAPITAL GROUP COMPANIES INC joint	5,251,530	$233,588,054	100.0%	Defined

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

$188,264,936

2.84%

4,232,575

MML INVESTORS SERVICES, LLC

$162,760,771

2.46%

3,659,190

ROYAL BANK OF CANADA

$117,512,332

1.78%

2,641,914

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
RBC Capital Markets, LLC	2,633,583	$117,141,771	99.7%	Defined
RBC Private Counsel (USA) Inc.	935	$41,588	0.0%	Defined
RBC Trust Co (Delaware) Ltd	4,018	$178,720	0.2%	Defined
RBC Rochdale, LLC	3,378	$150,253	0.1%	Defined

SEI INVESTMENTS CO

$115,323,340

1.74%

2,592,701

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
SEI INVESTMENTS MANAGEMENT CORP	2,592,701	$115,323,340	100.0%	Sole

OSAIC HOLDINGS, INC.

$113,226,597

1.71%

2,545,562

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
OSAIC WEALTH, INC.	2,437,878	$108,436,813	95.8%	Defined
CW Advisors, LLC	26,746	$1,189,662	1.1%	Sole
Osaic Advisory Services, LLC	80,938	$3,600,122	3.2%	Defined

CAPTRUST FINANCIAL ADVISORS

$78,724,351

1.19%

1,769,882

UBS Group AG

$77,608,837

1.17%

1,744,803

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
UBS Financial Services Inc	1,744,803	$77,608,837	100.0%	Defined

BANK OF AMERICA CORP /DE/

$64,793,170

0.98%

1,456,681

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BANK OF AMERICA NA	4,800	$213,504	0.3%	Defined
MERRILL LYNCH, PIERCE, FENNER & SMITH INC.	225,773	$10,042,383	15.5%	Defined
MANAGED ACCOUNT ADVISORS LLC	1,226,108	$54,537,283	84.2%	Defined

STIFEL FINANCIAL CORP

$63,481,098

0.96%

1,427,183

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
STIFEL NICOLAUS & CO INC \MO\	1,395,657	$62,078,823	97.8%	Defined
Stifel Independent Advisors, LLC	2,864	$127,390	0.2%	Defined
Stifel Trust Company, N.A.	28,662	$1,274,885	2.0%	Defined

Valmark Advisers, Inc.

$60,929,638

0.92%

1,369,821

Baird Financial Group, Inc.

$59,756,833

0.90%

1,343,454

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Robert W. Baird & Co. Inc	1,336,581	$59,451,122	99.5%	Defined
BAIRD TRUST Co	6,873	$305,711	0.5%	Defined

&PARTNERS

$54,155,734

0.82%

1,217,530

NewEdge Advisors, LLC

$53,225,746

0.80%

1,196,622

Janney Montgomery Scott LLC

$47,707,290

0.72%

1,072,556

Souders Financial Advisors

$46,861,147

0.71%

1,053,533

SILVER OAK SECURITIES, INCORPORATED

$44,073,897

0.67%

990,870

Equitable Holdings, Inc.

$30,305,958

0.46%

681,339

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
EQUITABLE ADVISORS, LLC	681,339	$30,305,958	100.0%	Defined

BIP Wealth, LLC

$30,133,910

0.46%

677,471

HighPoint Advisor Group LLC

$29,468,044

0.45%

662,501

Vestmark Advisory Solutions, Inc.

$28,179,725

0.43%

633,537

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
World Investment Advisors	29,712	$1,321,589	4.7%	Other
Held directly	603,825	$26,858,136	95.3%	Sole

Orion Porfolio Solutions, LLC

$21,445,453

0.32%

482,137

HARBOUR INVESTMENTS, INC.

$21,377,933

0.32%

480,619

Beacon Pointe Advisors, LLC

$21,123,062

0.32%

474,889

Ameritas Investment Partners, Inc.

$19,311,703

0.29%

434,166

Forge Financial Services LLC

$19,239,156

0.29%

432,535

Ergawealth Advisors, Inc.

$19,191,518

0.29%

431,464

JPMORGAN CHASE & CO

$18,741,067

0.28%

421,337

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
J.P. Morgan Investment Management Inc.	3,631	$161,506	0.9%	Defined
J.P. Morgan Securities LLC	14	$622	0.0%	Defined
55I, LLC	417,692	$18,578,939	99.1%	Other

BETO FINANCIAL GROUP, LLC

$18,439,762

0.28%

414,563

NATIXIS ADVISORS, LLC

$17,341,862

0.26%

389,880

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Natixis Investment Managers, L.P.	389,880	$17,341,862	100.0%	Defined

PRINCIPAL SECURITIES, INC.

$16,723,901

0.25%

375,987

Mutual Advisors, LLC

$15,700,683

0.24%

352,983

Vigil Wealth Management, LLC

$13,826,163

0.21%

310,840

Compton Financial Group, LLC

$13,746,010

0.21%

309,038

Essex Financial Services, Inc.

$13,473,080

0.20%

302,902

Integrated Wealth Concepts LLC

$12,854,097

0.19%

288,986

SAGESPRING WEALTH PARTNERS, LLC

$12,295,650

0.19%

276,431

Michael Brady & Co., LLC

$11,709,982

0.18%

263,264

Per Stirling Capital Management, LLC.

$10,497,724

0.16%

236,010

Smartleaf Asset Management LLC

$10,243,521

0.15%

230,295

Cannon Wealth Management Services, LLC

$9,575,209

0.14%

215,270

Entruity Wealth, LLC

$9,091,178

0.14%

204,388

GREAT VALLEY ADVISOR GROUP, INC.

$8,886,169

0.13%

199,779

Gerber Kawasaki Wealth & Investment Management

$8,665,816

0.13%

194,825

BLAIR WILLIAM & CO/IL

$8,573,564

0.13%

192,751

Geneos Wealth Management Inc.

$8,503,375

0.13%

191,173

HighTower Advisors, LLC

$8,290,048

0.13%

186,377

THOROUGHBRED FINANCIAL SERVICES, LLC

$7,659,322

0.12%

172,197

CENTAURUS FINANCIAL, INC.

$7,372,960

0.11%

165,759

KINTRA WEALTH, LLC

$7,364,776

0.11%

165,575

Advisory Services Network, LLC

$7,014,940

0.11%

157,710

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
CONFLUENCE INVESTMENT MANAGEMENT LLC	395	$17,569	0.3%	Other
Aptus Capital Advisors, LLC	109,046	$4,850,366	69.1%	Other
Held directly	48,269	$2,147,005	30.6%	Sole

Sanctuary Advisors, LLC

$6,460,453

0.10%

145,244

IFG Advisory, LLC

$5,963,033

0.09%

134,061

BNB Wealth Management, LLC

$5,870,648

0.09%

131,984

Vise Technologies, Inc.

$5,855,703

0.09%

131,648

Transcendent Capital Group LLC

$5,850,409

0.09%

131,529

SITTNER & NELSON, LLC

$5,628,988

0.09%

126,551

Perennial Investment Advisors, LLC

$5,548,301

0.08%

124,737

Gateway Wealth Partners, LLC

$5,516,943

0.08%

124,032

Western Wealth Management, LLC

$5,459,920

0.08%

122,750

UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC

$5,412,192

0.08%

121,677

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
UBS Group AG	121,677	$5,412,192	100.0%	Defined

Berger Financial Group, Inc

$4,928,561

0.07%

110,804

Bleakley Financial Group, LLC

$4,759,804

0.07%

107,010

Kingsview Wealth Management, LLC

$4,722,664

0.07%

106,175

Continuum Advisory, LLC

$4,676,404

0.07%

105,135

SMITH, MOORE & CO.

$4,662,215

0.07%

104,816

WJ Wealth Management, LLC

$4,532,378

0.07%

101,897

LANGLEY WEALTH MANAGEMENT, LLC

$4,532,156

0.07%

101,892

Steward Partners Investment Advisory, LLC

$4,525,662

0.07%

101,746

World Investment Advisors

$4,392,577

0.07%

98,754

Ameritas Advisory Services, LLC

$4,045,678

0.06%

90,955

ENDEAVOR PRIVATE WEALTH, INC.

$4,026,507

0.06%

90,524

Waverly Advisors, LLC

$3,821,721

0.06%

85,920

Advyzon Investment Management, LLC

$3,806,820

0.06%

85,585

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
LiftPoint Family Wealth Advisors LLC joint	47,699	$2,121,651	55.7%	Other
Held directly	37,886	$1,685,169	44.3%	Sole

Global Retirement Partners, LLC

$3,734,496

0.06%

83,959

Hopwood Nicholas Hunter

$3,665,018

0.06%

82,397

Stratos Wealth Partners, LTD.

$3,572,099

0.05%

80,308

Blueprint Financial Advisors LLC

$3,353,614

0.05%

75,396

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Blueprint Investment Partners LLC	75,396	$3,353,614	100.0%	Defined

Blueprint Investment Partners LLC

$3,353,614

0.05%

75,396

Mariner, LLC

$3,206,874

0.05%

72,097

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Mariner Platform Solutions, LLC	44,992	$2,001,244	62.4%	Other
Held directly	27,105	$1,205,630	37.6%	Sole

ADVISORTRUST PARTNERS, LLC

$3,128,322

0.05%

70,331

Rockefeller Capital Management L.P.

$3,096,074

0.05%

69,606

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
ROCKEFELLER & CO. LLC	185	$8,228	0.3%	Defined
ROCKEFELLER FINANCIAL LLC	69,421	$3,087,846	99.7%	Defined

Aptus Capital Advisors, LLC

$2,922,914

0.04%

65,713

Diversify Advisory Services, LLC

$2,912,594

0.04%

65,481

CHOREO, LLC

$2,896,003

0.04%

65,108

D. E. Shaw & Co., Inc.

$2,860,597

0.04%

64,312

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
D. E. SHAW & CO, L.P.	64,312	$2,860,597	100.0%	Defined

Capital Analysts, LLC

$2,855,036

0.04%

64,187

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
LINCOLN INVESTMENT PLANNING, LLC	43,279	$1,925,049	67.4%	Defined
Held directly	20,908	$929,987	32.6%	Defined

Meridian Wealth Management, LLC

$2,706,519

0.04%

60,848

PCG Wealth Advisors, LLC

$2,694,153

0.04%

60,570

Steelhead Wealth Management LLC

$2,611,020

0.04%

58,701

Transamerica Financial Advisors, LLC

$2,365,802

0.04%

53,188

Bank of New York Mellon Corp

$2,239,433

0.03%

50,347

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BNY Mellon, NA	3,894	$173,205	7.7%	Defined
BNY Mellon Advisors, Inc.	46,452	$2,066,184	92.3%	Defined
Held directly	1	$44	0.0%	Defined