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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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 | 20M | $787M | 23% | Sep 2025 |
|
| Envestnet Asset Management | 11M | $440M | 8% | Sep 2025 |
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| Raymond James Financial | 7.0M | $278M | 24% | Sep 2025 |
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| Capital Research and Management Company - Division 3 | 6.0M | $236M | 17867% | Sep 2025 |
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| Cetera Investment Advisers | 5.5M | $218M | 14% | Sep 2025 |
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| Morgan Stanley | 5.0M | $261M | 100% | Jun 2025 |
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| Jones Financial Companies, L.L | 4.8M | $189M | 25% | Sep 2025 |
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| Capital Group Private Client Services | 4.6M | $180M | 3% | Sep 2025 |
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| Northwestern Mutual Wealth Management Company | 4.1M | $164M | 7% | Sep 2025 |
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| Wells Fargo & Company | 4.0M | $157M | 27% | Sep 2025 |
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| Commonwealth Equity Services | 3.7M | $145M | 7% | Sep 2025 |
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| Mml Investors Services | 3.2M | $125M | 4% | Sep 2025 |
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| Cambridge Investment Research Advisors | 2.6M | $104M | 6% | Sep 2025 |
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| Merit Financial Group | 2.1M | $83M | 1624% | Sep 2025 |
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| Royal Bank of Canada | 2.0M | $81M | 6% | Sep 2025 |
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| Advisor Group Holdings | 2.0M | $80M | 15% | Sep 2025 |
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| Captrust Financial Advisors | 1.8M | $71M | -1% | Sep 2025 |
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| Sei Investments | 1.7M | $66M | 24% | Sep 2025 |
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| UBS Group | 1.5M | $59M | 3% | Sep 2025 |
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| Private Advisor | 1.4M | $54M | 13% | Sep 2025 |
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| Jane Street | 1.4M | $54M | 749% | Sep 2025 |
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| Baird Financial | 1.2M | $47M | 3% | Sep 2025 |
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| TCG Advisory Services | 1.1M | $44M | 49% | Sep 2025 |
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| Kestra Advisory Services | 1.1M | $43M | -8% | Sep 2025 |
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| Midwest Heritage Bank | 977k | $39M | 0% | Sep 2025 |
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| Stifel Financial | 973k | $39M | 15% | Sep 2025 |
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| Assetmark | 955k | $38M | 12% | Sep 2025 |
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| Souders Financial Advisors | 929k | $37M | 0% | Sep 2025 |
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| Goss Wealth Management | 892k | $35M | 8% | Sep 2025 |
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| Strategic Blueprint | 865k | $34M | 34% | Sep 2025 |
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| Summit Investment Advisory Services | 704k | $28M | 5% | Sep 2025 |
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| Wealth Enhancement Advisory Services | 686k | $27M | 2% | Sep 2025 |
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| Janney Montgomery Scott | 619k | $25M | 13% | Sep 2025 |
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| CWM | 600k | $24M | 3% | Sep 2025 |
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| Benjamin Edwards | 599k | $24M | 27% | Sep 2025 |
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| Wiley Bros.-aintree Capital | 544k | $22M | 19% | Sep 2025 |
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| ValMark Advisers | 478k | $19M | 19% | Sep 2025 |
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| Vestmark Advisory Solutions | 461k | $18M | -46% | Sep 2025 |
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| Harbour Investments | 458k | $18M | 11% | Sep 2025 |
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| Beacon Pointe Advisors | 453k | $18M | 290% | Sep 2025 |
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| D.A. Davidson & Co. | 448k | $18M | 1% | Sep 2025 |
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| Summit Investment Advisors | 433k | $17M | 100% | Sep 2025 |
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| EverSource Wealth Advisors | 430k | $17M | 12% | Sep 2025 |
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| Forge Financial Services | 426k | $17M | 9% | Sep 2025 |
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| CLS Investments | 411k | $16M | 0% | Sep 2025 |
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| AA Financial Advisors | 401k | $16M | 5% | Sep 2025 |
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| IFP Advisors | 398k | $16M | 5% | Sep 2025 |
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| Investment Planning Advisors | 345k | $14M | -56% | Sep 2025 |
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| Burford Brothers | 344k | $14M | 3% | Sep 2025 |
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| Entruity Wealth | 328k | $13M | 4% | Sep 2025 |
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| Bridgewealth Advisory Group | 295k | $12M | 10% | Sep 2025 |
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| D. J. St. Germain | 293k | $12M | 0% | Sep 2025 |
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| Atria Wealth Solutions | 289k | $11M | -20% | Jun 2025 |
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| Jpmorgan Chase & Co | 287k | $11M | 901% | Sep 2025 |
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| VestGen Advisors | 282k | $11M | 7% | Sep 2025 |
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| Wealthcare Advisory Partners | 272k | $11M | 3% | Sep 2025 |
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| Essex Financial Services | 266k | $11M | 0% | Sep 2025 |
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| Challenger Wealth Management | 265k | $11M | -3% | Sep 2025 |
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| Stephens | 256k | $10M | 10% | Sep 2025 |
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| Cary Street Partners Financial | 250k | $9.9M | -1% | Sep 2025 |
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| Principal Securities | 245k | $9.7M | -8% | Sep 2025 |
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| Cannon Wealth Management Services | 230k | $9.1M | 3% | Sep 2025 |
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| Branch Banking & Trust Company | 228k | $9.0M | 22% | Sep 2025 |
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| Sunbelt Securities | 222k | $8.8M | -8% | Sep 2025 |
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| Mutual Advisors | 212k | $8.5M | 10% | Sep 2025 |
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| Great Valley Advisor Group | 210k | $8.3M | 8% | Sep 2025 |
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| Apollon Wealth Management | 202k | $8.0M | 272% | Sep 2025 |
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| Smartleaf Asset Management | 195k | $7.7M | 15% | Sep 2025 |
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| Susquehanna International | 195k | $7.7M | 100% | Sep 2025 |
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| Sagespring Wealth Partners | 192k | $7.6M | 4% | Sep 2025 |
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| Gerber Kawasaki Wealth & Investment Management | 188k | $7.4M | 4% | Sep 2025 |
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| Envestnet Portfolio Solutions | 186k | $7.4M | -16% | Sep 2025 |
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| Dynamic Advisors Solutions | 182k | $7.2M | -1% | Sep 2025 |
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| Natixis Asset Management Advisors | 182k | $7.2M | 31% | Sep 2025 |
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| Old Mission Capital | 181k | $7.1M | -53% | Sep 2025 |
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| HighTower Advisors | 172k | $6.8M | 23% | Sep 2025 |
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| Equitable Holdings | 169k | $6.7M | 21% | Sep 2025 |
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| Ergawealth Advisors | 166k | $6.5M | 385% | Sep 2025 |
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| Sovran Advisors | 162k | $6.5M | 30% | Sep 2025 |
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| William Blair $ Company | 161k | $6.4M | 1% | Sep 2025 |
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| Creative Financial Designs | 153k | $6.1M | 6% | Sep 2025 |
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| Founders Financial Securities | 150k | $5.9M | 3% | Sep 2025 |
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| Smith, Moore & Co. | 149k | $5.9M | -3% | Sep 2025 |
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| Integrated Wealth Concepts | 148k | $5.9M | 4% | Sep 2025 |
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| Affiance Financial | 145k | $5.7M | -45% | Sep 2025 |
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| Centaurus Financial | 143k | $5.7M | 5% | Sep 2025 |
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| Cushing Capital Partners | 141k | $5.6M | 7% | Sep 2025 |
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| Thoroughbred Financial Services | 141k | $5.6M | 15% | Sep 2025 |
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| Aspire Growth Partners | 138k | $5.4M | 8% | Sep 2025 |
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| Transcendent Capital Group | 135k | $5.3M | -4% | Sep 2025 |
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| Geneos Wealth Management | 135k | $5.3M | -4% | Sep 2025 |
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| Advisory Services Network | 129k | $5.1M | 19% | Sep 2025 |
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| PFG Advisors | 125k | $4.9M | 14% | Sep 2025 |
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| AI Financial Services | 124k | $4.9M | 14% | Sep 2025 |
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| Clear Creek Financial Management | 121k | $4.8M | 1% | Sep 2025 |
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| Prospera Financial Services | 119k | $4.7M | 0% | Sep 2025 |
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| Concurrent Investment Advisors | 119k | $4.7M | 29% | Sep 2025 |
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| Endeavor Private Wealth | 118k | $4.7M | 12% | Sep 2025 |
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| H D Vest Advisory Services | 116k | $4.3M | 23% | Jun 2025 |
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| Berger Financial Group | 115k | $4.5M | 0% | Sep 2025 |
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| Continuum Advisory | 114k | $4.5M | 1% | Sep 2025 |
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| Western Wealth Management | 113k | $4.5M | 7% | Sep 2025 |
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| Cullen Frost Bankers | 111k | $4.4M | 19% | Sep 2025 |
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| G&S Capital | 100k | $3.9M | 0% | Sep 2025 |
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| Park Avenue Securities | 100k | $3.9M | -9% | Sep 2025 |
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| Perennial Investment Advisors | 95k | $3.8M | 11% | Sep 2025 |
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| Barnes Pettey Financial Advisors | 95k | $3.8M | 0% | Sep 2025 |
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| Pensionmark Financial Group | 90k | $3.6M | 1% | Sep 2025 |
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| Seamount Financial Group | 90k | $3.5M | 5% | Sep 2025 |
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| Bleakley Financial Group | 86k | $3.4M | 2% | Sep 2025 |
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| Gts Securities | 83k | $3.3M | 100% | Sep 2025 |
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| Kingsview Wealth Management | 81k | $3.2M | -68% | Sep 2025 |
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| Sittner & Nelson | 80k | $3.1M | 2% | Sep 2025 |
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| Renaissance Technologies | 79k | $3.1M | 467% | Sep 2025 |
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| Signature Estate and Investment Advisors | 71k | $2.8M | 0% | Sep 2025 |
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| M.e. Allison & Co | 71k | $2.8M | 28% | Sep 2025 |
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| Koshinski Asset Management | 71k | $2.8M | 37% | Sep 2025 |
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| Olistico Wealth | 68k | $2.7M | 0% | Sep 2025 |
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| J.w. Cole Advisors | 67k | $2.6M | 38% | Sep 2025 |
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| Rsm Us Wealth Management | 65k | $2.6M | 0% | Sep 2025 |
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| Mariner Wealth Advisors | 64k | $2.5M | 21% | Sep 2025 |
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| Signature Resources Capital Management | 63k | $2.5M | 25% | Sep 2025 |
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| Kingswood Wealth Advisors | 63k | $2.5M | 1% | Sep 2025 |
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| Investment Advisory Services | 63k | $2.5M | 8% | Sep 2025 |
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| Lodestone Wealth Management | 62k | $2.5M | 3% | Sep 2025 |
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| Pines Wealth Management | 62k | $2.4M | -5% | Sep 2025 |
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| Aptus Capital Advisors | 61k | $2.4M | 0% | Sep 2025 |
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| LongView Wealth Management | 60k | $2.4M | 12% | Sep 2025 |
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| Global Retirement Partners | 60k | $2.4M | 10% | Sep 2025 |
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| Ashton Thomas Securities | 59k | $2.3M | 4% | Sep 2025 |
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| Capital Management Associates | 59k | $2.3M | 0% | Sep 2025 |
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| Meridian Wealth Management | 58k | $2.3M | 17% | Sep 2025 |
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| Stratos Wealth Partners | 58k | $2.3M | 96% | Sep 2025 |
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| Keystone Financial Group | 56k | $2.2M | 6% | Sep 2025 |
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| Latitude Advisors | 55k | $2.2M | 14% | Sep 2025 |
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| Rockefeller Capital Management | 54k | $2.1M | 289% | Sep 2025 |
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| Norden Group | 53k | $2.1M | -1% | Sep 2025 |
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| Trueblood Wealth Management | 53k | $2.1M | 4% | Sep 2025 |
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| Mach-1 Financial Group | 52k | $2.1M | 100% | Sep 2025 |
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| Steward Partners Investment Advisory | 50k | $2.0M | 18% | Sep 2025 |
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| Confluence Wealth Services | 49k | $1.9M | 27% | Sep 2025 |
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| Tempus Wealth Planning | 48k | $1.9M | -14% | Sep 2025 |
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| BlackRock | 48k | $1.9M | 0% | Sep 2025 |
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| Kmg Fiduciary Partners | 46k | $1.8M | -5% | Sep 2025 |
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| RFG Advisory | 46k | $1.8M | 29% | Sep 2025 |
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| Sowell Financial Services | 45k | $1.8M | 3% | Sep 2025 |
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| Nations Financial Group | 45k | $1.8M | 1% | Sep 2025 |
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| Lantz Financial | 44k | $1.8M | 3% | Sep 2025 |
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| Mayflower Financial Advisors | 44k | $1.7M | 2% | Sep 2025 |
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| KPP Advisory Services | 42k | $1.7M | 14% | Sep 2025 |
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| Armstrong, Fleming & Moore | 42k | $1.7M | -1% | Sep 2025 |
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| Citadel Advisors | 9.2k | $365k | -97% | Sep 2025 |
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| Nbc Securities | 2.3k | $91k | -99% | Sep 2025 |
|
Who sold out of Capital Group Core Equity Et?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Virtu Financial | Jun 2025 | 109k | $4.0M |
| Woodmont Investment Counsel | Jun 2025 | 103k | $3.8M |
| Siligmueller & Norvid Wealth Advisors | Jun 2025 | 58k | $2.2M |