Who owns CAPITAL GROUP CORE EQUITY ET?
- Ticker: CGUS
- CUSIP Number: 14020v108
Tip: Access positions for across all investors
Analyze quarterly positions in Capital Group Core Equity Et with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of Capital Group Core Equity Et stock
Who bought or sold CAPITAL GROUP CORE EQUITY ET this quarter?
Fund or Company Name |
Shares Held |
Valued At |
Change in Shares |
As Of |
Actions |
|---|---|---|---|---|---|
| LPL Financial | 9.2M | $323M | 38% | Dec 2024 |
|
| Envestnet Asset Management | 7.8M | $274M | 17% | Dec 2024 |
|
| Raymond James Financial | 4.8M | $170M | 100% | Dec 2024 |
|
| Morgan Stanley | 4.0M | $140M | 32% | Dec 2024 |
|
| Capital Group Private Client Services | 4.0M | $139M | 5% | Dec 2024 |
|
| Northwestern Mutual Wealth Management Company | 3.2M | $113M | 29% | Dec 2024 |
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| Cetera Investment Advisers | 3.1M | $107M | 15% | Dec 2024 |
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| Commonwealth Equity Services | 2.7M | $96M | 17% | Dec 2024 |
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| Wells Fargo & Company | 2.6M | $93M | 24% | Dec 2024 |
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| Mml Investors Services | 2.1M | $73M | 23% | Dec 2024 |
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| Cambridge Investment Research Advisors | 2.0M | $70M | 11% | Dec 2024 |
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| Private Advisor | 2.0M | $70M | 136% | Dec 2024 |
|
| Jones Financial Companies, L.L | 1.8M | $61M | 64% | Dec 2024 |
|
| Royal Bank of Canada | 1.7M | $60M | 30% | Dec 2024 |
|
| Captrust Financial Advisors | 1.6M | $56M | 4% | Dec 2024 |
|
| Advisor Group Holdings | 1.2M | $42M | -23% | Dec 2024 |
|
| Baird Financial | 997k | $35M | 4% | Dec 2024 |
|
| Kestra Advisory Services | 964k | $34M | -9% | Dec 2024 |
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| Stifel Financial | 923k | $32M | 8% | Dec 2024 |
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| Goss Wealth Management | 910k | $32M | 17% | Dec 2024 |
|
| Sei Investments | 879k | $31M | 7% | Dec 2024 |
|
| Midwest Heritage Bank | 839k | $29M | 4% | Dec 2024 |
|
| Souders Financial Advisors | 815k | $29M | 9% | Dec 2024 |
|
| UBS Group | 806k | $28M | 11% | Dec 2024 |
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| Assetmark | 763k | $27M | 2% | Dec 2024 |
|
| TCG Advisory Services | 710k | $25M | 6% | Dec 2024 |
|
| Wealth Enhancement Advisory Services | 681k | $23M | 11% | Mar 2025 |
|
| Summit Investment Advisory Services | 634k | $21M | 0% | Mar 2025 |
|
| Investment Planning Advisors | 520k | $18M | 111% | Dec 2024 |
|
| Strategic Blueprint | 515k | $18M | 23% | Dec 2024 |
|
| Affiance Financial | 491k | $16M | 100% | Mar 2025 |
|
| Advisory Services Network | 478k | $17M | 15% | Dec 2024 |
|
| Harbour Investments | 435k | $15M | 12% | Dec 2024 |
|
| D.A. Davidson & Co. | 434k | $15M | 5% | Dec 2024 |
|
| Envestnet Portfolio Solutions | 392k | $14M | 10% | Dec 2024 |
|
| Janney Montgomery Scott | 382k | $13M | 8% | Dec 2024 |
|
| Vestmark Advisory Solutions | 380k | $13M | 8% | Dec 2024 |
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| CWM | 367k | $13M | 14% | Dec 2024 |
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| Orion Portfolio Solutions | 357k | $13M | 8% | Dec 2024 |
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| Atria Wealth Solutions | 347k | $12M | 6% | Dec 2024 |
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| Forge Financial Services | 343k | $13M | 100% | Dec 2024 |
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| Burford Brothers | 341k | $12M | 100% | Dec 2024 |
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| AA Financial Advisors | 317k | $11M | 18% | Dec 2024 |
|
| Benjamin Edwards | 312k | $11M | 14% | Dec 2024 |
|
| Jane Street | 300k | $11M | 19% | Dec 2024 |
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| D. J. St. Germain | 293k | $9.8M | 5% | Mar 2025 |
|
| Wiley Bros.-aintree Capital | 282k | $9.9M | 14% | Dec 2024 |
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| ValMark Advisers | 275k | $9.6M | 18% | Dec 2024 |
|
| Bridgewealth Advisory Group | 256k | $9.3M | 12% | Dec 2024 |
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| Sunbelt Securities | 241k | $8.5M | -3% | Dec 2024 |
|
| Independent Advisor Alliance | 240k | $8.4M | 100% | Dec 2024 |
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| Essex Financial Services | 237k | $8.3M | 7% | Dec 2024 |
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| EverSource Wealth Advisors | 237k | $8.3M | 848% | Dec 2024 |
|
| Wealthcare Advisory Partners | 235k | $7.8M | 0% | Mar 2025 |
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| Principal Securities | 219k | $7.7M | 16% | Dec 2024 |
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| Cannon Wealth Management Services | 198k | $7.2M | 51% | Dec 2024 |
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| Dynamic Advisors Solutions | 194k | $6.8M | -1% | Dec 2024 |
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| Smith, Moore & Co. | 194k | $6.8M | -1% | Dec 2024 |
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| FinDec Wealth Services | 183k | $6.4M | -20% | Dec 2024 |
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| Creative Financial Designs | 182k | $6.4M | 0% | Dec 2024 |
|
| Gerber Kawasaki Wealth & Investment Management | 170k | $5.9M | 2% | Dec 2024 |
|
| Nbc Securities | 163k | $5.4M | 109136% | Mar 2025 |
|
| William Blair $ Company | 149k | $5.2M | -2% | Dec 2024 |
|
| Ameriprise Financial | 147k | $5.1M | 100% | Dec 2024 |
|
| Cushing Capital Partners | 142k | $5.0M | 100% | Dec 2024 |
|
| Branch Banking & Trust Company | 141k | $4.9M | 19% | Dec 2024 |
|
| Smartleaf Asset Management | 130k | $4.5M | 12% | Dec 2024 |
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| Transcendent Capital Group | 129k | $4.5M | 6% | Dec 2024 |
|
| Bank of America Corporation | 129k | $4.5M | -89% | Dec 2024 |
|
| Continuum Advisory | 124k | $4.3M | 1% | Dec 2024 |
|
| Founders Financial Securities | 110k | $3.8M | 4% | Dec 2024 |
|
| Proequities | 109k | $3.9B | 2% | Dec 2024 |
|
| Berger Financial Group | 108k | $3.8M | 100% | Dec 2024 |
|
| Merit Financial Group | 105k | $3.5M | 35% | Mar 2025 |
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| HighTower Advisors | 103k | $3.6M | 9% | Dec 2024 |
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| Prospera Financial Services | 101k | $3.5M | 44% | Dec 2024 |
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| Barnes Pettey Financial Advisors | 101k | $3.5M | 0% | Dec 2024 |
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| Park Avenue Securities | 99k | $3.3M | 13% | Mar 2025 |
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| Clear Creek Financial Management | 98k | $3.4M | 11% | Dec 2024 |
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| Natixis Asset Management Advisors | 98k | $3.4M | 48% | Dec 2024 |
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| Great Valley Advisor Group | 93k | $3.3M | 59% | Dec 2024 |
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| H D Vest Advisory Services | 92k | $3.2M | 40% | Dec 2024 |
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| PFG Advisors | 91k | $3.2M | 14% | Dec 2024 |
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| G&S Capital | 89k | $3.1M | 9% | Dec 2024 |
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| Sovran Advisors | 82k | $2.8M | 100% | Dec 2024 |
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| Bleakley Financial Group | 81k | $2.8M | 5% | Dec 2024 |
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| Western Wealth Management | 78k | $2.7M | -33% | Dec 2024 |
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| Woodmont Investment Counsel | 76k | $2.7M | 24% | Dec 2024 |
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| Rsm Us Wealth Management | 73k | $2.6M | -3% | Dec 2024 |
|
| Signature Estate and Investment Advisors | 70k | $2.5M | 3% | Dec 2024 |
|
| Seamount Financial Group | 70k | $2.4M | 69% | Dec 2024 |
|
| Olistico Wealth | 68k | $2.4M | 0% | Dec 2024 |
|
| Renaissance Technologies | 67k | $2.3M | 4% | Dec 2024 |
|
| Sittner & Nelson | 66k | $2.3M | 52% | Dec 2024 |
|
| Ameritas Advisory Services | 65k | $2.3M | 40% | Dec 2024 |
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| AI Financial Services | 65k | $2.3M | 100% | Dec 2024 |
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| Kingswood Wealth Advisors | 64k | $2.2M | 1% | Dec 2024 |
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| Centaurus Financial | 63k | $2.2M | 100% | Dec 2024 |
|
| Aptus Capital Advisors | 62k | $2.2M | -2% | Dec 2024 |
|
| Lodestone Wealth Management | 61k | $2.1M | 0% | Dec 2024 |
|
| Pines Wealth Management | 60k | $1.8M | 17% | Mar 2025 |
|
| Endeavor Private Wealth | 60k | $2.1M | 100% | Dec 2024 |
|
| Susquehanna International | 58k | $2.0M | 183% | Dec 2024 |
|
| Integrated Wealth Concepts | 58k | $2.0M | 222% | Dec 2024 |
|
| M.e. Allison & Co | 52k | $1.8M | 100% | Dec 2024 |
|
| Ashton Thomas Securities | 51k | $1.8M | 10% | Dec 2024 |
|
| Townsquare Capital | 51k | $1.8M | 38% | Dec 2024 |
|
| Capital Management Associates | 51k | $1.8M | 15% | Dec 2024 |
|
| Kmg Fiduciary Partners | 51k | $1.7M | -3% | Mar 2025 |
|
| Norden Group | 50k | $1.7M | 42% | Dec 2024 |
|
| BlackRock | 48k | $1.7M | 100% | Dec 2024 |
|
| Resources Investment Advisors | 47k | $1.7M | 4% | Dec 2024 |
|
| Signature Resources Capital Management | 46k | $1.5M | 143% | Mar 2025 |
|
| Investment Advisory Services | 44k | $1.5M | 18% | Dec 2024 |
|
| Tempus Wealth Planning | 44k | $1.5M | 18% | Dec 2024 |
|
| Trueblood Wealth Management | 44k | $1.5M | 56% | Mar 2025 |
|
| Mayflower Financial Advisors | 42k | $1.4M | 17% | Dec 2024 |
|
| LongView Wealth Management | 41k | $1.4M | 9% | Dec 2024 |
|
| KPP Advisory Services | 41k | $1.4M | -3% | Dec 2024 |
|
| Putnam Fl Investment Management | 41k | $1.4M | 8% | Dec 2024 |
|
| Equitable Holdings | 40k | $1.4M | 23% | Dec 2024 |
|
| Lantz Financial | 40k | $1.3M | 8% | Mar 2025 |
|
| Koshinski Asset Management | 40k | $1.4M | -2% | Dec 2024 |
|
| Global Retirement Partners | 40k | $1.4M | 9% | Dec 2024 |
|
| Sowell Financial Services | 39k | $1.4M | -12% | Dec 2024 |
|
| Cullen Frost Bankers | 39k | $1.3M | 55% | Dec 2024 |
|
| Concurrent Investment Advisors | 38k | $1.3M | 19% | Dec 2024 |
|
| Perennial Investment Advisors | 37k | $1.3M | 100% | Dec 2024 |
|
| CWS Financial Advisors | 36k | $1.3M | 21% | Dec 2024 |
|
| WealthCare Investment Partners | 36k | $1.3M | 0% | Dec 2024 |
|
| Meridian Wealth Management | 35k | $1.2M | 0% | Dec 2024 |
|
| Premier Path Wealth Partners | 35k | $1.2M | 0% | Dec 2024 |
|
| Keystone Financial Group | 34k | $1.2M | 100% | Dec 2024 |
|
| Latitude Advisors | 34k | $1.2M | 11% | Dec 2024 |
|
| Advyzon Investment Management | 34k | $1.2M | 100% | Dec 2024 |
|
| Capital Research and Management Company - Division 3 | 33k | $1.2M | 0% | Dec 2024 |
|
| Nations Financial Group | 33k | $1.1M | 7% | Dec 2024 |
|
| 180 Wealth Advisors | 32k | $1.1M | 0% | Dec 2024 |
|
| Moloney Securities Asset Management | 31k | $1.1M | 59% | Dec 2024 |
|
| Jpmorgan Chase & Co | 31k | $1.1M | 943% | Dec 2024 |
|
| HPM Partners | 30k | $1.1M | 29% | Dec 2024 |
|
| Ambassador Advisors | 30k | $1.0M | 5% | Dec 2024 |
|
| Swisher Financial Concepts | 29k | $975k | 151% | Mar 2025 |
|
| Balentine | 29k | $1.0M | 0% | Dec 2024 |
|
| HBW Advisory Services | 29k | $968k | 25% | Mar 2025 |
|
| First Heartland Consultants | 29k | $1.0M | 13% | Dec 2024 |
|
| Independent Wealth Network | 28k | $973k | 35% | Dec 2024 |
|
| Steward Partners Investment Advisory | 28k | $965k | 15% | Dec 2024 |
|
| Kestra Private Wealth Services | 27k | $933k | 43% | Dec 2024 |
|
| Patriot Financial Group Insurance Agency | 26k | $865k | 15% | Mar 2025 |
|
| WR Wealth Planners | 16k | $547k | -58% | Dec 2024 |
|
| Mutual Advisors | 16k | $550k | -64% | Dec 2024 |
|
| International Assets Investment Management | 7.4k | $257k | -97% | Dec 2024 |
|
Who sold out of Capital Group Core Equity Et?
Fund or Company Name |
Date Sold |
Shares Held |
Valued At |
|---|---|---|---|
| Cary Street Partner Investment Advisory | Sep 2024 | 249k | $8.5M |
| Old Mission Capital | Sep 2024 | 140k | $4.8M |
| Crewe Advisors | Sep 2024 | 62k | $2.1M |
| Armstrong, Fleming & Moore | Dec 2024 | 38k | $1.3M |